Tax Treatment of Alternative Investments: Why Your K-1 Arrives in March and Costs You Money
TL;DR Your K-1 from a private equity or real estate fund will not arrive until March 15 at the earliest, and September 15 if the fund takes an extension. That means you will almost certainly need to
June 21, 2026
CLO Investing for Accredited Investors: What the Senior Tranche Actually Pays
TL;DR The US CLO market hit $135 billion in new issuance in 2025 , up 18% year-over-year. Institutional capital is voting with real dollars. AAA CLO tranches now price at SOFR+120 , delivering
June 21, 2026
1031 Exchange Guide 2026: Rules, Timelines, and What Accredited Investors Actually Need to Know
1031 Exchange Guide 2026: Rules, Timelines, and What Accredited Investors Actually Need to Know TL;DR: A 1031 exchange lets you sell investment real estate and defer capital-gains tax indefinitely by...
June 20, 2026
The QOZ Clock Runs Out December 31, 2026: What Accredited Investors Must Do Now
The QOZ Clock Runs Out December 31, 2026: What Accredited Investors Must Do Now By Jeff Barnes, MBA | Angel Investors Network December 31, 2026 is not a planning suggestion. It is the mandatory gain...
June 20, 2026
SpaceX Buys Cursor for $60 Billion: What the All-Stock Deal Tells You About AI Infrastructure Consolidation
SpaceX Buys Cursor for $60 Billion: What the All-Stock Deal Tells You About AI Infrastructure Consolidation By Jeff Barnes, MBA | AIN Contributing Editor | June 20, 2026 SpaceX announced Thursday...
June 20, 2026
Preferred Equity in Real Estate Syndications: Structure, Returns, and What You Risk
Preferred Equity in Real Estate Syndications: Structure, Returns, and What You Risk By Jeff Barnes, MBA | AIN | June 20, 2026 TL;DR: Preferred equity sits between senior debt and common equity in the...
June 20, 2026
Emerging Managers in Venture Capital: What Accredited Investors Need to Know
Emerging managers, venture funds on their first or second vehicle, have posted some of the strongest risk-adjusted returns in private markets over the past decade. Weekend Fund I delivered a 36.5%...
June 20, 2026
Reg A+: The Mini-IPO Accredited Investors Keep Ignoring (And Shouldn't)
Reg A+: The Mini-IPO Accredited Investors Keep Ignoring (And Shouldn't) TL;DR: Regulation A+ lets companies raise up to $75 million per year from both accredited and non-accredited investors under...
June 20, 2026
Vintage Year in Private Equity: Why Entry Timing Explains Most of Your Returns
The year a private equity fund deploys capital, its vintage year, explains roughly 70% of that fund's long-run performance variance. Funds that entered the market in 2001 and 2009 posted median net...
June 20, 2026
SEC and CFTC Open Comment Period on Derivatives Definitions: What Accredited Investors Need to Know
On June 18, 2026, the SEC and CFTC jointly issued Release 2026-57 , opening a 60-day public comment period on whether the current definitions of "swap," "security-based swap," and "mixed swap" under...
June 20, 2026
LP Co-Investment Rights in Private Equity: How to Negotiate Them and Why Most LPs Never Use What They Have
Most LPs negotiate co-investment rights into their fund agreements and then never use them. On a $100 million private equity program, a 20% co-invest allocation saves $3.6 million in fees and carry...
June 20, 2026
BDC Investing in 2026: Yields, Risks, and How to Pick One
Business Development Companies (BDCs) pay average yields of 12.6% as of Q4 2025, give accredited investors direct exposure to middle-market private credit, and trade on public exchanges. The S&P BDC...
June 20, 2026