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

Capital Sources

This Omani Family Office Is Deploying Into US Multifamily

Jul 30, 2026

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1 min read

This Omani Family Office Is Deploying Into US Multifamily

Most Middle Eastern family offices with US ambitions stall on regulatory complexity and tax structuring. This one is writing $2M–$10M tickets across Central Florida, multiple deals per year.

Jordon Barnett
Jordon Barnett

Market Intelligence

Vietnam Is Now The Fastest-Growing Economy In Southeast Asia

Jul 30, 2026

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1 min read

Vietnam Is Now The Fastest-Growing Economy In Southeast Asia

China had its moment in the 90s. Singapore had its moment before that. Vietnam is printing 8% GDP growth, building 10 metro lines, and committing $2.5T to rebuild its urban core.

Jordon Barnett
Jordon Barnett

Market Intelligence

China's ByteDance Is Building a $39B Data Center in Brazil

Jul 30, 2026

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1 min read

China's ByteDance Is Building a $39B Data Center in Brazil

TikTok’s parent is building its largest facility outside China, and the biggest in Latin America. It's a bet that Brazil's renewable energy can make it a real alternative to the US-China AI infrastructure race.

Jordon Barnett
Jordon Barnett

Market Intelligence

This North American Firm Is Deploying $2.5B Into European Real Estate

Jul 29, 2026

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1 min read

This North American Firm Is Deploying $2.5B Into European Real Estate

Traditional bank lending in Europe is still selective, and that gap is exactly where they're moving, with residential their highest conviction bet.

Jordon Barnett
Jordon Barnett

Underwriting

How I Underwrote a $20M Cannabis Facility in South Africa

Jul 28, 2026

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1 min read

How I Underwrote a $20M Cannabis Facility in South Africa

The land is independently valued at $650K against a $20M raise - that's a 30x collateral gap, no export licence, and no signed offtake contract.

Jordon Barnett
Jordon Barnett

Market Intelligence

Mubadala Opens Its $25B Credit Business to Global Investors

Jul 27, 2026

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1 min read

Mubadala Opens Its $25B Credit Business to Global Investors

Mubadala has opened its $25 billion private credit portfolio to outside investors for the first time, turning 17 years of its own lending into a global platform for others to buy into.

Jordon Barnett
Jordon Barnett

Underwriting

How I Underwrote a $71M Residential Build in Australia

Jul 27, 2026

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1 min read

How I Underwrote a $71M Residential Build in Australia

91 units, 3.5km from Brisbane's Olympic precinct, modular prefab builder - but no pre-sales and a thin sponsor balance sheet are doing a lot of damage.

Jordon Barnett
Jordon Barnett

Market Intelligence

Digital Realty Buys Stake In A $7.8B Data Center Portfolio

Jul 26, 2026

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1 min read

Digital Realty Buys Stake In A $7.8B Data Center Portfolio

Digital Realty acquired Blackstone's stake in a $7.8B Northern Virginia data center portfolio. 288MW of hyperscale capacity, fully leased to three investment-grade tenants.

Jordon Barnett
Jordon Barnett

Capital Sources

This Lender Closed $3B in Data Centre Equipment Commitments Last Year

Jul 25, 2026

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1 min read

This Lender Closed $3B in Data Centre Equipment Commitments Last Year

Most developers finance the building - very few think about what's inside, and this $50B-backed lender will write tickets up to $500M+ on the equipment alone.

Jordon Barnett
Jordon Barnett

Newsletter

Capital Arbitrage Weekly - Edition #6

Jul 24, 2026

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4 min read

Capital Arbitrage Weekly - Edition #6

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

Market Intelligence

Abu Dhabi Is Eyeing A $20B Asian Data Center Acquisition

Jul 24, 2026

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1 min read

Abu Dhabi Is Eyeing A $20B Asian Data Center Acquisition

Abu Dhabi's MGX is reportedly exploring a $20B acquisition of DayOne, Asia's largest AI data center platform. It's the latest move in a bigger push to reduce oil dependence.

Jordon Barnett
Jordon Barnett

Capital Sources

This UK Family Office Will Lend You £200M+ If You Can Answer One Question...

Jul 23, 2026

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1 min read

This UK Family Office Will Lend You £200M+ If You Can Answer One Question...

They lend against what you paid, not what it's worth, and require multiple exit paths before a deal even gets reviewed.

Jordon Barnett
Jordon Barnett
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