Logo
Search
Newsletter
Archive
Website
Login
Sign Up
Logo

Archive

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

Underwriting

How I Underwrote A $350M Tower in St. Louis.

Aug 21, 2026

•

1 min read

How I Underwrote A $350M Tower in St. Louis.

13% over 12 months on an $8M first-position bridge at 54.79% LTV, with $6.6M of collateral surplus behind it

Jordon Barnett
Jordon Barnett

Market Intelligence

Sam Altman Floats Handing A 5% Equity Stake In OpenAI To US Govt

Aug 21, 2026

•

1 min read

Sam Altman Floats Handing A 5% Equity Stake In OpenAI To US Govt

Sam Altman has proposed giving the government a 5% equity stake in OpenAI. A new poll shows 69% of Americans want to go further, forcing AI firms to hand over 50% of their stock to a public fund.

Jordon Barnett
Jordon Barnett

YouTube Transcript

+1

The USA Wants AI Companies To Give Up Equity To A Public Wealth Fund

Aug 21, 2026

•

2 min read

The USA Wants AI Companies To Give Up Equity To A Public Wealth Fund

Two competing proposals would give the US public direct equity stakes in the country's largest AI companies - one mandatory at 50%, one voluntary at 5%. Neither has passed, and neither looks likely to this year. But 69% of Americans back the idea, and that number is doing more work than the legislation.

Jordon Barnett
Jordon Barnett

Newsletter

Capital Arbitrage Weekly - Edition #9

Aug 14, 2026

•

5 min read

Capital Arbitrage Weekly - Edition #9

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 #8

Aug 7, 2026

•

5 min read

Capital Arbitrage Weekly - Edition #8

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 Advisor Represents 12 Hong Kong Family Offices

Aug 6, 2026

•

1 min read

This Advisor Represents 12 Hong Kong Family Offices

One deal, one call, and up to $1B+ moves together. But nothing happens until they've met the principal in person.

Jordon Barnett
Jordon Barnett

Market Intelligence

The US Plans to Build an AI Hub In the Philippines, Ruled by US Law

Aug 6, 2026

•

1 min read

The US Plans to Build an AI Hub In the Philippines, Ruled by US Law

The US wants to build a 4,000-acre Economic Zone north of Manila under the Pax Silica initiative to secure AI supply chains. But Washington insists the zone must operate under US common law.

Jordon Barnett
Jordon Barnett

Capital Sources

This Lawyer Advises Sovereign Wealth Funds on $100M+ Tickets

Aug 4, 2026

•

1 min read

This Lawyer Advises Sovereign Wealth Funds on $100M+ Tickets

He structures tax on both sides of the table, advises PE funds and institutions across the EU and GCC, and his answer to every deal is the same: if it makes sense, he knows someone who wants it.

Jordon Barnett
Jordon Barnett

Underwriting

How I Underwrote a $93M Multifamily in South Carolina

Aug 3, 2026

•

1 min read

How I Underwrote a $93M Multifamily in South Carolina

288 Class-A units, fully entitled, shovel-ready, sitting across from a $300M USC medical school - with a 25.7% levered IRR and two tax breaks already in place.

Jordon Barnett
Jordon Barnett

Market Intelligence

24 Countries Join US-Led Pax Silica To Break China's Grip On AI Supply

Aug 2, 2026

•

1 min read

24 Countries Join US-Led Pax Silica To Break China's Grip On AI Supply

The US launched a $250M fund to secure global AI supply chains, backed by a 24-nation coalition. The initiative targets $1 trillion in allied investment across critical minerals, semiconductors, and infrastructure.

Jordon Barnett
Jordon Barnett

Underwriting

How I Underwrote an $18M Gold Mining Raise Projecting a 15x Return

Aug 1, 2026

•

1 min read

How I Underwrote an $18M Gold Mining Raise Projecting a 15x Return

A historic Arizona mine, a Montana deposit, and $270M projected in 6 years - but no NI 43-101 report, no independent valuation, and exploration data dressed up as production-ready language.

Jordon Barnett
Jordon Barnett

Market Intelligence

Bezos' Blue Origin To Raise $10B for Its First Outside Funding Round

Aug 1, 2026

•

1 min read

Bezos' Blue Origin To Raise $10B for Its First Outside Funding Round

Blue Origin is raising $10 billion from outside investors for the first time in its 25-year history, at a $130 billion pre-money valuation. The round comes as SpaceX trades at $1.75 trillion post-IPO.

Jordon Barnett
Jordon Barnett
12345...9

Capital Arbitrage

Private market intelligence, straight to your inbox.

© 2026 Capital Arbitrage.
beehiivPowered by beehiiv