Realty Income and KKR: The Capped IRR Equity Play
On September 14, 2026, Realty Income Corporation (NYSE: O) and KKR (NYSE: KKR) announced a new euro-denominated joint venture in which KKR-advised accounts will invest €528 million (approximately $609
Your Investment Memo Is the Best Marketing Asset You’re Not Using
Your Investment Memo Is the Best Marketing Asset You’re Not Using. Most private-market content is weak for one simple reason. It is built to sound smart instead of proving judgment. That is why so...
If You Need Everyone to Love the Pitch, You Don’t Understand Private Capital.
If You Need Everyone to Love the Pitch, You Don’t Understand Private Capital. Private capital is not a popularity contest. It is not your high school reunion. It is not a brand-awareness campaign. And
LP Due Diligence Starts Before the Call.
LP Due Diligence Starts Before the Call. By the time you are on Zoom with a serious LP, the file is already open. Not officially. Not with a formal diligence request. But in the only way that matters