Browsing Tag

Investment Instruments

35 posts

Content focused on the mechanics of investing, exploring different investable assets, vehicles, and strategies used across private markets.

4 minute read

Investor Series

The New Liquidity Architecture: NAV Financing is Moving from Contingency to Strategy

As exits slow, NAV financing is emerging as critical private market infrastructure, enabling private equity, venture capital, and family offices to manage liquidity, leverage portfolios, and preserve long-term value.

January 28, 2026

3 minute read

The OBBB Effect: What It Means for Clean Energy Projects

New fees, rescinded federal support, and shorter tax credit windows are reshaping project economics, pushing developers toward private financing, tighter timelines, and strategic adaptations.

September 30, 2025

1 minute read

ABF Infographic

Asset-Based Finance is emerging as private credit’s next growth engine, offering investors diversification, downside protection, and a complexity premium across consumer, commercial, and real asset categories.

August 25, 2025

3 minute read

Real Estate

Home Equity Investments: How to Access Real Estate Growth Without Owning

Home equity investments (HEIs) allow homeowners to access equity without debt, offering investors a share in future property appreciation without managing it directly.

August 13, 2025

4 minute read

Macroeconomy & Policy

Crypto’s Regulatory Turning Point: What It Means for Private Investors

The U.S. has enacted pivotal cryptocurrency regulations, including the GENIUS and CLARITY Acts, enhancing stablecoin credibility, reducing legal uncertainty, and maintaining privacy for private investors navigating this evolving landscape.

July 21, 2025

5 minute read

Investment Tools & Strategies

Common vs. Preferred Stock: Everything Investors Should Know

Understanding the distinction between common stock and preferred stock is essential. Each carries a unique set of rights, priorities, and implications that can affect outcomes across funding rounds, exits, and distributions.

June 10, 2025

3 minute read

NAV-Based Credit Facilities: Liquidity Without the Exit

NAV-based credit facilities provide private market funds liquidity by allowing them to borrow against their portfolio's net asset value, facilitating capital access without asset liquidation or disrupting investment strategies.

June 3, 2025

6 minute read

The Hidden Engine of Clean Energy: How Tax Equity Is Powering the Next Era of Renewables

Neil Winward, CEO at Dakota Ridge Capital on tax equity, how it’s changing, and why now may be the most important time yet for investors to pay attention.

May 21, 2025

3 minute read

The Intangible Edge: How Fractional IP Is Unlocking a New Era of Alternatives

Fractional ownership and tokenization are transforming access to intellectual property, enabling investors to diversify portfolios and seek non-correlated returns despite valuation and regulatory challenges in this emerging asset class.

May 6, 2025

5 minute read

The New Frontier: How Fractional Real Estate Is Changing Private Investing

Fractional ownership and semi-liquid funds are transforming real estate investing, enabling broader access, improved liquidity, and diversified portfolio strategies.

April 23, 2025