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

Newsletter

Sep 4, 2026

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4 min read

Capital Arbitrage Weekly - Edition #12

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

Underwriting

How I Underwrote a $52M Hydro Refinance in Brazil

Sep 4, 2026

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1 min read

How I Underwrote a $52M Hydro Refinance in Brazil

29% LTV on 39MW of contracted generation, with revenue in reais against dollar debt and no hedge disclosed

Jordon Barnett

YouTube Transcript

HSBC Pulls Back From the $3.5 Trillion Private Credit Market After Major Bankruptcies

Sep 2, 2026

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2 min read

HSBC Pulls Back From the $3.5 Trillion Private Credit Market After Major Bankruptcies

HSBC is pulling back from the riskiest part of a $3.5 trillion market after taking a $400 million charge tied to a lender it never lent to directly. The loss travelled through two intermediaries before it landed. For private credit funds, borrowing against their own loan books just got harder and more expensive.

Jordon Barnett

Market Intelligence

Brookfield Is Building A $100B AI Infrastructure Empire WITH NVIDIA

Aug 30, 2026

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1 min read

Brookfield Is Building A $100B AI Infrastructure Empire WITH NVIDIA

Brookfield launched a $100B AI infrastructure program backed by NVIDIA and Kuwait's sovereign wealth fund. The fund targets the physical backbone of AI - power, land, data centres, and compute.

Jordon Barnett

Underwriting

How I Underwrote a $35M BTR in Florence, SC.

Aug 29, 2026

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1 min read

How I Underwrote a $35M BTR in Florence, SC.

27.8% target IRR on 184 ground-up rental units, gated on a single overseas factory shipping eight modules a month

Jordon Barnett

Newsletter

Aug 28, 2026

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4 min read

Capital Arbitrage Weekly - Edition #11

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

Capital Sources

This $2B Lender Ignores Your Assets And Underwrites Your Fund Instead

Aug 28, 2026

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1 min read

This $2B Lender Ignores Your Assets And Underwrites Your Fund Instead

A structure most sponsors have never heard of has quietly deployed $2B since 2024 across US real estate, infrastructure and private equity.

Jordon Barnett

Capital Sources

This Banker Is Deploying $500M+ Into Africa

Aug 27, 2026

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1 min read

This Banker Is Deploying $500M+ Into Africa

Less than 0.3% of global private credit reaches Africa, yet one desk is deploying $5M to $500M tickets across 35+ countries.

Jordon Barnett

Market Intelligence

The UK recently Launched A £500M Sovereign AI Fund

Aug 26, 2026

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1 min read

The UK recently Launched A £500M Sovereign AI Fund

The UK launched a £500M sovereign AI fund in April 2026, making direct equity investments into home-grown AI startups. It's the latest move to reduce strategic dependence on US and Asian technology.

Jordon Barnett

Underwriting

How I Underwrote A £16.3M Retail Park In The UK

Aug 25, 2026

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1 min read

How I Underwrote A £16.3M Retail Park In The UK

£5.3M of equity into an Aldi-anchored scheme targeting a £22.2M exit in Q4 2028, with half the rent roll still unsigned

Jordon Barnett

Market Intelligence

Vietnam Plans To Tokenise $4B Of Infrastructure In Da Nang To Attract Global Capital

Aug 22, 2026

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1 min read

Vietnam Plans To Tokenise $4B Of Infrastructure In Da Nang To Attract Global Capital

Vietnam is betting that blockchain can unlock the global capital it needs to hit high-income status by 2045. Da Nang is the first test by tokenising nearly $4B in infrastructure backed by the World Bank.

Jordon Barnett

Newsletter

Aug 21, 2026

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6 min read

Capital Arbitrage Weekly - Edition #10

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

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