Family Offices Are Going Direct: What the 2026 Data Means for Accredited Investors
According to the UBS Global Family Office Report 2026 , direct allocations now make up more than 40% of the typical family office's private-equity sleeve, and that share has been climbing for a...
July 20, 2026
Origin Investments Review 2026: Is This Chicago Multifamily Manager Worth the Illiquidity?
TL;DR: Origin Investments is a Chicago-based real estate private equity manager, founded in 2007 by David Scherer and Michael Episcope, that now runs $3.3 billion to $3.6 billion in total...
July 20, 2026
Concreit Review 2026: The $1 Real Estate Fund's Liquidity Fine Print
TL;DR: Concreit lets you put as little as $1 into a real estate debt fund and pitches "withdraw anytime" liquidity. The catch: redemptions are capped at 10% of fund assets per rolling...
July 20, 2026
Cannabis Private Credit: Why 15%+ Yields Persist While Rescheduling Stalls
According to the Department of Justice , medical marijuana products moved to Schedule III of the Controlled Substances Act effective April 28, 2026, a rule change that sounds like the beginning...
July 20, 2026
Farmland REITs vs. Direct Ownership: The NAV Discount, Tax, and Liquidity Tradeoffs You Need to Understand
TL;DR: Farmland Partners (FPI) and Gladstone Land (LAND) let you buy farmland exposure with a brokerage account and no minimum beyond one share, but both trade at 25-30% discounts to their own...
July 20, 2026
Deferred Sales Trusts as a 1031 Alternative: How IRC 453 Installment Sale Structures Really Work
According to Kitces.com , no IRS revenue ruling or regulation has ever validated the trust-intermediary structure that promoters market as a "Deferred Sales Trust," even though the marketing...
July 20, 2026
JPMorgan's MONY Fund, Seven Months In: What Its Tokenized Money Market Fund Actually Proves
TL;DR: JPMorgan's MONY fund has been trading on public Ethereum for seven months now, and the early data tells you exactly who tokenization is built for. It's not you. According to JPMorgan...
July 20, 2026
Uplift Investors Closes Debut Fund at $670M Hard Cap: What the Ex-H.I.G. Trio's Raise Says About LP Risk Appetite
TL;DR: Uplift Investors, a private equity firm founded in March 2025 by three former H.I.G. Capital executives, closed its debut fund at a $670 million hard cap on July 16, 2026. Fund I was...
July 20, 2026
Lakestar's $300M Resilience I Fund Signals a New Race in European Defense Tech
TL;DR: Lakestar just closed Resilience I, a €262.2M ($300M) fund built to back European defense and dual-use startups, the largest institutional VC vehicle of its kind on the continent. You...
July 20, 2026
How to Read a Private Fund's SEC Form D Before You Invest: A Checklist for Accredited Investors
TL;DR: Form D is a notice, not a prospectus. The SEC's own FAQ on Form D confirms it: issuers file it after they sell securities, not before, and it discloses the deal's legal skeleton, not its...
July 19, 2026
Titan Invest Review 2026: Hedge-Fund-Style Marketing Meets a $1M SEC Settlement
TL;DR: Titan Invest markets itself as "hedge fund investing for the rest of us." You get in for $500, pay a flat 0.40% advisory fee, and Titan handles the rest. I like the pitch. I do not like the...
July 19, 2026
BDC Dividend Cuts Accelerate in 2026 as Coverage Ratios Slip Below 1x
TL;DR: The median business development company posted dividend coverage of 0.99x in the first quarter of 2026, and just 0.89x once you strip out payment-in-kind interest, according to a...
July 19, 2026