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

Capital Sources

This French Family Office Will Fund 100% Of Your Residential Development

Jun 21, 2026

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1 min read

This French Family Office Will Fund 100% Of Your Residential Development

European capital is actively deploying into US red states, $20M minimum, 10% p.a., no personal guarantee required.

Jordon Barnett
Jordon Barnett

Newsletter

Capital Arbitrage Weekly - Edition #1

Jun 19, 2026

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3 min read

Capital Arbitrage Weekly - Edition #1

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

Underwriting

How I Underwrote a £20M Residential Development in London

Jun 19, 2026

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1 min read

How I Underwrote a £20M Residential Development in London

Targeting 20% p.a. on a £20M London development, with investors paid before the first private sale completes

Jordon Barnett
Jordon Barnett

Market Intelligence

The Largest Data Centre Outside The USA Is Being Built In Abu Dhabi

Jun 18, 2026

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1 min read

The Largest Data Centre Outside The USA Is Being Built In Abu Dhabi

Abu Dhabi is building one of the world's largest AI compute facilities. A 5GW campus bigger than Monaco as a sovereign bet on what comes after oil.

Jordon Barnett
Jordon Barnett

YouTube Transcript

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The $3 Trillion Private Credit Market Is Becoming A Problem

Jun 17, 2026

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4 min read

The $3 Trillion Private Credit Market Is Becoming A Problem

Private credit has seen incredible growth, expanding 15x in under 15 years to become a $3 trillion market. This makes it the fastest-growing asset class in institutional finance, yet many outside Wall Street are unfamiliar with it.

Jordon Barnett
Jordon Barnett

Capital Sources

This Aussie Family Office Is Deploying $250M Into Real Assets

Jun 16, 2026

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1 min read

This Aussie Family Office Is Deploying $250M Into Real Assets

They spent the whole call describing their worldview. Operators over opportunities, slow deployment, and if it takes too long to explain, they pass.

Jordon Barnett
Jordon Barnett

Capital Sources

This PE Firm Will Write A $50-100M Cheque If You Pass Their 3-Step Filter

Jun 16, 2026

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1 min read

This PE Firm Will Write A $50-100M Cheque If You Pass Their 3-Step Filter

A PE firm writing $50M–$100M+ cheques will fund your entire deal, but only if you can pass 3 brutal filters before they'll take your call.

Jordon Barnett
Jordon Barnett

Market Intelligence

The Qatari Royal Family Now Owns More Of London Than The British Crown

Jun 16, 2026

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1 min read

The Qatari Royal Family Now Owns More Of London Than The British Crown

Qatar's Al-Thani royal family has quietly amassed a multi-billion-pound London property empire, outpacing King Charles himself.

Jordon Barnett
Jordon Barnett

Market Intelligence

China Is Building AI Data Centers Underwater

Jun 15, 2026

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1 min read

China Is Building AI Data Centers Underwater

China has built the world's first underwater AI data centre powered by offshore wind off the coast of Shanghai. A $226M facility that runs at half the cost of a comparable land-based centre, using seawater cooling to cut energy consumption by 22%.

Jordon Barnett
Jordon Barnett

Underwriting

How I Underwrote a $100M+ Copper Mine in Sweden

Jun 15, 2026

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1 min read

How I Underwrote a $100M+ Copper Mine in Sweden

Targeting strong risk-adjusted returns on a restarted mine with major bank financing, long-term offtake contracts, and a $4.4B independent valuation.

Jordon Barnett
Jordon Barnett

Market Intelligence

This New York Taxi Driver Built A $14 Billion Fortune

Jun 15, 2026

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1 min read

This New York Taxi Driver Built A $14 Billion Fortune

In 1977, a broke New York cab driver borrowed $3,000 on his MasterCard to trade soybean futures. What happened next turned him into one of the greatest traders in history.

Jordon Barnett
Jordon Barnett

Underwriting

How I Underwrote a $120M Office Tower in Australia

Jun 15, 2026

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1 min read

How I Underwrote a $120M Office Tower in Australia

Targeting 15–16% net IRR on a 99.2% occupied A-grade office tower with strong downside protection

Jordon Barnett
Jordon Barnett
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