Archive

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

Market Intelligence

Affinius Capital Nears $1 Billion Data Center Fund

Jul 5, 2026

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1 min read

Affinius Capital Nears $1 Billion Data Center Fund

The Texas manager plans to use the capital raised for the fund to develop and lease hyperscale data centers in major US markets.

Jordon Barnett

Capital Sources

This €3.5B Private Credit Firm Will Lend €75M to European Real Estate

Jul 4, 2026

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1 min read

This €3.5B Private Credit Firm Will Lend €75M to European Real Estate

A €3.5B European private credit firm deploying €25M–€75M into the complex, stressed, and off-market real estate deals most lenders won't underwrite - bilateral only, hard assets required.

Jordon Barnett

YouTube Transcript

The US Invests $10B+ to Turn the Philippines Into an AI Superpower

Jul 4, 2026

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3 min read

The US Invests $10B+ to Turn the Philippines Into an AI Superpower

The U.S. and the Philippines are building an AI-native industrial zone on the old Clark Air Base, and the capital opportunity is in the physical layer — power, data centers, land, and minerals processing - not the software.

Jordon Barnett

Newsletter

Jul 3, 2026

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4 min read

Capital Arbitrage Weekly - Edition #3

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 200MW Data Centre in Utah, USA

Jul 3, 2026

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1 min read

How I Underwrote a 200MW Data Centre in Utah, USA

Fully permitted 200MW data centre with its own power plant targeting institutional-grade returns before a single tenant is signed.

Jordon Barnett

YouTube Transcript

10 Firms Have A Monopoly On Real Estate Capital Raising

Jul 3, 2026

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3 min read

10 Firms Have A Monopoly On Real Estate Capital Raising

Ten firms raised a third of all global real estate capital this year, with Blackstone and Brookfield alone accounting for $35 billion, and the gap between the top of the market and everyone else is only getting wider.

Jordon Barnett

Market Intelligence

Retail Traders Can Now Trade On Private Companies

Jul 2, 2026

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1 min read

Retail Traders Can Now Trade On Private Companies

Polymarket has launched prediction markets on private company milestones, letting retail traders take positions on private companies for the first time.

Jordon Barnett

Capital Sources

This US Lender Will Finance Cannabis Companies & Complex Situations

Jul 1, 2026

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1 min read

This US Lender Will Finance Cannabis Companies & Complex Situations

A $500M credit fund targets the deals no other lender will touch, from cannabis recapitalisations to distressed mining and biotech, with $5M–$100M tickets and a 'teens' return mandate.

Jordon Barnett

Underwriting

How I Underwrote a €2.5B Theme Park in Europe

Jun 30, 2026

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1 min read

How I Underwrote a €2.5B Theme Park in Europe

Planning approved, land already owned, and independently valued above the total build cost. This €2.5B Mediterranean theme park is probably the largest leisure development in Europe right now.

Jordon Barnett

Capital Sources

This Family Office Will Lend You $100M Against Your Stock Portfolio

Jun 30, 2026

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1 min read

This Family Office Will Lend You $100M Against Your Stock Portfolio

No property pledged, no revenue stress test, no personal recourse, and most sponsors sitting on $25M+ in equity don't even know this structure exists.

Jordon Barnett

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

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