How to Evaluate a BDC Before You Invest: A Due-Diligence Checklist

    How to Evaluate a BDC Before You Invest: A Due-Diligence Checklist

    Business development companies look simple on the surface. You buy shares, you collect a double-digit yield, you move on. In 2026, that surface cracked. Non-traded BDCs took in more than $15.6 billion

    July 12, 2026

    Arctos Keystone Partners Fund I Closes at $6.2 Billion: Inside KKR's GP-Financing Bet

    Arctos Keystone Partners Fund I Closes at $6.2 Billion: Inside KKR's GP-Financing Bet

    Arctos closed its first Keystone fund at $6.2 billion. That is 55% above the $4 billion target the firm set out to raise, and it makes Keystone Fund I the largest first-time GP Solutions vehicle ever

    July 12, 2026

    Serent Capital's Record $1.3B Fund VI Signals a Growth Equity Rebound

    Serent Capital's Record $1.3B Fund VI Signals a Growth Equity Rebound

    Serent Capital just closed the largest fund of its 18-year history. Fund VI landed at $1.3 billion, beating its own record and arriving at a moment when buyout PE is stuck in neutral. That timing matt

    July 12, 2026

    Private Credit Hit $2.1 Trillion. The SEC Just Made It a Top 2026 Exam Priority.

    Private Credit Hit $2.1 Trillion. The SEC Just Made It a Top 2026 Exam Priority.

    Private credit just crossed $2.1 trillion in global assets under management. Same quarter, the SEC put it on the top of the list of things examiners will scrutinize in 2026. I don't think that's a coi

    July 12, 2026

    Cardone Capital Review 2026: Fees, Fund Structure, and the SEC History Nobody Mentions on Instagram

    Cardone Capital Review 2026: Fees, Fund Structure, and the SEC History Nobody Mentions on Instagram

    Cardone Capital is Grant Cardone's real estate syndication platform, built around multifamily apartment funds that raise money from thousands of small investors and roll it into large property acquisi

    July 12, 2026

    UBTI and UBIT: The Hidden Tax Trap in Self-Directed IRA Alternative Investments

    UBTI and UBIT: The Hidden Tax Trap in Self-Directed IRA Alternative Investments

    Here is the number that catches most self-directed IRA investors off guard. A trust hits the top 37% federal tax bracket at just $16,000 of income. Not $16 million. Sixteen thousand dollars....

    July 11, 2026

    Blocker Corporations: The Tax Insurance Policy Behind PE and VC Fund Structures

    Blocker Corporations: The Tax Insurance Policy Behind PE and VC Fund Structures

    A blocker corporation guarantees you pay 21% federal corporate tax on income you'd otherwise never see directly. That sounds like a bad trade until you look at the alternative. According to...

    July 11, 2026

    Ardent's Self-Storage Continuation Vehicle: What LPs Should Ask StepStone Deal

    Ardent's Self-Storage Continuation Vehicle: What LPs Should Ask StepStone Deal

    The Ardent Companies just closed a GP-led continuation vehicle backed by StepStone Group, seeded with eight self-storage assets and structured to deliver the first exit for Fund II investors and...

    July 11, 2026

    EQT's $2.6 Billion Copia Power Deal Shows Capital Rotating Into AI's Power Layer

    EQT's $2.6 Billion Copia Power Deal Shows Capital Rotating Into AI's Power Layer

    EQT Infrastructure is paying roughly $2.6 billion for Copia Power, and Carlyle is walking away with close to five times what it put in five years ago. According to IPE Real Assets , the deal...

    July 11, 2026

    B Capital and CalPERS Just Bought Russell Investments. Here's Why That Matters More Than the Price Tag

    B Capital and CalPERS Just Bought Russell Investments. Here's Why That Matters More Than the Price Tag

    According to Axios , B Capital and CalPERS agreed on July 9 to buy Russell Investments from TA Associates and Reverence Capital Partners in a deal reportedly worth $2.8 billion. Russell manages...

    July 11, 2026

    Activist Hedge Fund Investing: How Shareholder Activists Force Change and Unlock Value

    Activist Hedge Fund Investing: How Shareholder Activists Force Change and Unlock Value

    Elliott Management spent two months in private talks with Synopsys (NASDAQ: SNPS) before the chip-design software maker agreed, on May 26, 2026, to put Elliott partner Jesse Cohn on its board....

    July 11, 2026

    400 Capital's $1.5B OceanFirst Deal Is the First US Mortgage SRT

    400 Capital's $1.5B OceanFirst Deal Is the First US Mortgage SRT

    A $1.5 billion pile of residential mortgages just moved risk off a New Jersey bank's books without a single loan changing hands. According to BusinessWire's July 8, 2026 announcement , 400...

    July 11, 2026