Archive

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

Capital Sources

The 5-Box Checklist Every Family Office Lender Runs Before Taking Your Call

Jun 28, 2026

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1 min read

The 5-Box Checklist Every Family Office Lender Runs Before Taking Your Call

I reviewed a private lending mandate yesterday. No credible exit strategy means no conversation, no matter how strong the asset.

Jordon Barnett

Underwriting

How I Underwrote a $65M Data Centre in Abu Dhabi

Jun 27, 2026

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1 min read

How I Underwrote a $65M Data Centre in Abu Dhabi

A sovereign-backed tenant, NVIDIA-certified architecture, and $72M annual revenue.A sovereign-backed tenant, signed 5-year lease, and $72M annual revenue — this is the first NVIDIA Vera Rubin-certified data centre I've seen come to market.

Jordon Barnett

Market Intelligence

The Largest US Pension Fund Just Committed $800M To Real Estate

Jun 27, 2026

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1 min read

The Largest US Pension Fund Just Committed $800M To Real Estate

One of the world's largest pension funds just disclosed $800M in new real estate commitments as part of a long-term strategy to increase its exposure to real assets and hedge against inflation.

Jordon Barnett

YouTube Transcript

Abu Dhabi Invests $60B Into AI Infrastructure To Replace Oil Dependence

Jun 26, 2026

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4 min read

Abu Dhabi Invests $60B Into AI Infrastructure To Replace Oil Dependence

Abu Dhabi is deploying $60 billion across AI infrastructure and global trade corridors in under six months, positioning itself as the neutral sovereign capital of the next economy - and the structure of these deals tells you exactly what they're planning.

Jordon Barnett

Newsletter

Jun 26, 2026

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3 min read

Capital Arbitrage Weekly - Edition #2

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

Market Intelligence

Federal Reserve Prepares For $2 Trillion Private Credit Market Collapse

Jun 25, 2026

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1 min read

Federal Reserve Prepares For $2 Trillion Private Credit Market Collapse

The Federal Reserve has launched a formal inquiry into major U.S. banks regarding their ties to the private credit industry, signalling growing alarm over potential systemic spillover.

Jordon Barnett

Underwriting

How I Underwrote a £260M Residential Tower in Manchester, UK

Jun 25, 2026

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1 min read

How I Underwrote a £260M Residential Tower in Manchester, UK

Planning approved, Lloyds in discussion, and 542 units across 55 storeys. This £260M Manchester tower is the largest BTR raise I've seen outside London.

Jordon Barnett

YouTube Transcript

Chinese Banks Are So Big Their Largest Borrower Is Now The USA

Jun 24, 2026

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4 min read

Chinese Banks Are So Big Their Largest Borrower Is Now The USA

The four largest banks in the world are all Chinese, state-owned, and collectively hold assets comparable to US annual GDP - and most people in finance still aren't paying close enough attention.

Jordon Barnett

Market Intelligence

Billionaire Scammed Out Of $450M In Massive Fake Stock Loan Scam

Jun 24, 2026

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1 min read

Billionaire Scammed Out Of $450M In Massive Fake Stock Loan Scam

In May 2026, Ukrainian-born Vladimir Sklarov was arrested in Chicago and charged with orchestrating a massive $450 million stock loan scam targeting a Mexican billionaire.

Jordon Barnett

Underwriting

How I Underwrote a $40M Mining Roll-Up In North America

Jun 23, 2026

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1 min read

How I Underwrote a $40M Mining Roll-Up In North America

Targeting $135M/year EBITDA on a $40M North American mining roll-up, cash-flowing in months.

Jordon Barnett

Underwriting

Lightrock Launches $500M Clean Energy Fund Targeting Africa and Asia

Jun 22, 2026

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1 min read

Lightrock Launches $500M Clean Energy Fund Targeting Africa and Asia

Lightrock has closed a $500M fund targeting growth-stage clean energy companies in Africa and Asia, deploying $10M–$50M per investment into businesses spanning solar, EVs, and energy storage.

Jordon Barnett

Underwriting

How I Underwrote a $108M Data Centre in Louisiana

Jun 21, 2026

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1 min read

How I Underwrote a $108M Data Centre in Louisiana

Shovel-ready, fully permitted, 10MW live on grid. This $108M Louisiana data centre campus can be operational in under 90 days.

Jordon Barnett

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