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Dive into a collection of past posts and rediscover timeless content.

Newsletter

Capital Arbitrage Weekly - Edition #17

Oct 9, 2026

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4 min read

Capital Arbitrage Weekly - Edition #17

Every Friday, I share what I’m seeing across private markets - from shifting capital flows and active lender conversations to real deal flow that rarely gets talked about publicly.

Jordon Barnett
Jordon Barnett

Newsletter

Capital Arbitrage Weekly - Edition #16

Oct 2, 2026

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6 min read

Capital Arbitrage Weekly - Edition #16

Every Friday, I share what I’m seeing across private markets - from shifting capital flows and active lender conversations to real deal flow that rarely gets talked about publicly.

Jordon Barnett
Jordon Barnett

Newsletter

Capital Arbitrage Weekly - Edition #15

Sep 25, 2026

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5 min read

Capital Arbitrage Weekly - Edition #15

Every Friday, I share what I’m seeing across private markets - from shifting capital flows and active lender conversations to real deal flow that rarely gets talked about publicly.

Jordon Barnett
Jordon Barnett

Capital Sources

This Female CEO Will Finance Your Private Jets

Sep 25, 2026

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1 min read

This Female CEO Will Finance Your Private Jets

Most private banks won't touch jet financing in Asia without a personal guarantee and substantial AUM deposited with them first. She structures around all of it.

Jordon Barnett
Jordon Barnett

Underwriting

How I Underwrote Anthropic at a $1.2 Trillion Valuation

Sep 25, 2026

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1 min read

How I Underwrote Anthropic at a $1.2 Trillion Valuation

Anthropic is the most popular Secondary block in demand right now, so I want to learn why.

Jordon Barnett
Jordon Barnett

Market Intelligence

Secondary Market Just Hit A Record $121B In Six Months

Sep 25, 2026

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1 min read

Secondary Market Just Hit A Record $121B In Six Months

Private asset secondaries hit a record $226B last year, up 41% in a single year. In H1 2026 alone, volume has already hit $121B, and GP-led deals are now driving more volume than LP exits.

Jordon Barnett
Jordon Barnett

Underwriting

How I Underwrote a $70M Data Centre Park in Australia

Sep 25, 2026

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1 min read

How I Underwrote a $70M Data Centre Park in Australia

This is a large industrial site with grid infrastructure. One tenant pays $1.6M/yr and the site is ready to scale toward 350MW.

Jordon Barnett
Jordon Barnett

Market Intelligence

Ares Bundles $3.4B Of Private Credit For World Record Secondaries Sale

Sep 25, 2026

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1 min read

Ares Bundles $3.4B Of Private Credit For World Record Secondaries Sale

Ares is exploring a $3.4B sale of LP stakes in a European private credit fund, potentially the largest secondary transaction ever recorded. The PC secondaries market has grown 5x since 2019.

Jordon Barnett
Jordon Barnett

Market Intelligence

Kuwait Signs A Record $16B Deal With Blackstone, Brookfield & KKR

Sep 25, 2026

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1 min read

Kuwait Signs A Record $16B Deal With Blackstone, Brookfield & KKR

Kuwait signed a record $16B lease-and-leaseback deal on its crude oil pipeline network with Blackstone, Brookfield, and KKR, walking away with $7.85B in cash to fund its energy expansion.

Jordon Barnett
Jordon Barnett

Newsletter

Capital Arbitrage Weekly - Edition #14

Sep 18, 2026

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4 min read

Capital Arbitrage Weekly - Edition #14

Every Friday, I share what I’m seeing across private markets - from shifting capital flows and active lender conversations to real deal flow that rarely gets talked about publicly.

Jordon Barnett
Jordon Barnett

Newsletter

Capital Arbitrage Weekly - Edition #13

Sep 11, 2026

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4 min read

Capital Arbitrage Weekly - Edition #13

Every Friday, I share what I’m seeing across private markets - from shifting capital flows and active lender conversations to real deal flow that rarely gets talked about publicly.

Jordon Barnett
Jordon Barnett

Capital Sources

There Are 6x Active VC Investment Funds Deploying Capital In Vietnam

Sep 5, 2026

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1 min read

There Are 6x Active VC Investment Funds Deploying Capital In Vietnam

It's a government-linked ecosystem with a national mandate to attract global capital into Vietnam.

Jordon Barnett
Jordon Barnett
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