How Family Offices Structure Direct Co-Investments Alongside Private Equity Sponsors
Family offices invest directly in PE deals alongside a sponsor through a co-investment SPV, gaining lower fees but facing tight diligence deadlines.
September 12, 2026
EquityZen Review 2026: Now a Morgan Stanley Subsidiary
EquityZen, acquired by Morgan Stanley in 2026, cut pre-IPO transaction fees to 2.5 percent for buyers and sellers, with a 5,000 dollar minimum.
September 12, 2026
Direct Lending vs. Syndicated Loans: What Accredited Investors Should Know
Over 85% of new U.S. leveraged loans carry covenant-lite terms, while direct lending offers tighter covenants at the cost of full illiquidity.
September 12, 2026
DST Fundraising Hits $6.48 Billion Through August 2026: The Data Behind the 1031 Exchange Boom
Mountain Dell data shows DST equity fundraising totaled 6.48 billion through August 2026, up 33 percent from 2025, tracking toward a new record.
September 12, 2026
FINRA Rule 5123 Expanded: What the New Family Office Exemption Means for Private Placement Compliance
The SEC approved FINRA Rule 5123 amendments extending the private placement filing exemption to family offices with $5 million or more in AUM.
September 12, 2026
EIG Closes $4 Billion Senior Infrastructure Debt Platform: What Accredited Investors Need to Know
Senior infrastructure debt manager EIG closed SIDF VI at $1.9 billion, with the full $4 billion platform exceeding its original target by 33 percent.
September 12, 2026
HarbourVest Raises $2.4 Billion for Private Credit Secondaries
HarbourVest Partners raised $2.4 billion across two private credit secondary vehicles, marking an institutional bet on this fast-growing strategy.
September 12, 2026
ExchangeRight's Essential Income 9 DST: Inside the DST-to-UPREIT Playbook
ExchangeRight subscribed its $52.85M Essential Income 9 DST, showing how a 1031-into-DST paired with a 721 UPREIT exit can defer capital gains.
September 12, 2026
Time Equities Launches $95.3M TIC Offering: A 1031 Exchange Case Study for Accredited Investors
Time Equities Inc. launched a $95.3M tenant-in-common 1031 offering for OCTAVIA in Boynton Beach, FL, targeting a 5.75% annual current return.
September 12, 2026
Private Credit's Quiet Repair Shop: Why Amend-and-Extend Is Masking Real Risk
Federal Reserve data shows PIK usage in BDC portfolios rising 67 percent over three years. Jeff Barnes examines how amend-and-extend may be masking real credit deterioration in private credit.
September 11, 2026
PennantPark Raises $745 Million for a Credit Continuation Fund
PennantPark closed a $745 million GP-led credit continuation fund backed by Pantheon, moving first-lien loans from seven aging funds into PCS and giving LPs a cash-out or roll-forward option.
September 11, 2026
IRS Proposes New Information-Reporting Rules for Qualified Opportunity Zone Funds
IRS rule REG-116506-25 converts the OBBBA reporting mandates into required line items for QOF managers: NAICS codes, census tracts, employee data, and investor disposal records. Penalties top $250,000.
September 11, 2026