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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
