Jordon Barnett

Capital Sources

This Omani Family Office Is Deploying Into US Multifamily

Jul 30, 2026

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1 min read

This Omani Family Office Is Deploying Into US Multifamily

Most Middle Eastern family offices with US ambitions stall on regulatory complexity and tax structuring. This one is writing $2M–$10M tickets across Central Florida, multiple deals per year.

Jordon Barnett

Market Intelligence

Vietnam Is Now The Fastest-Growing Economy In Southeast Asia

Jul 30, 2026

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1 min read

Vietnam Is Now The Fastest-Growing Economy In Southeast Asia

China had its moment in the 90s. Singapore had its moment before that. Vietnam is printing 8% GDP growth, building 10 metro lines, and committing $2.5T to rebuild its urban core.

Jordon Barnett

Market Intelligence

China's ByteDance Is Building a $39B Data Center in Brazil

Jul 30, 2026

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1 min read

China's ByteDance Is Building a $39B Data Center in Brazil

TikTok’s parent is building its largest facility outside China, and the biggest in Latin America. It's a bet that Brazil's renewable energy can make it a real alternative to the US-China AI infrastructure race.

Jordon Barnett

Market Intelligence

This North American Firm Is Deploying $2.5B Into European Real Estate

Jul 29, 2026

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1 min read

This North American Firm Is Deploying $2.5B Into European Real Estate

Traditional bank lending in Europe is still selective, and that gap is exactly where they're moving, with residential their highest conviction bet.

Jordon Barnett

Underwriting

How I Underwrote a $20M Cannabis Facility in South Africa

Jul 28, 2026

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1 min read

How I Underwrote a $20M Cannabis Facility in South Africa

The land is independently valued at $650K against a $20M raise - that's a 30x collateral gap, no export licence, and no signed offtake contract.

Jordon Barnett

Market Intelligence

Mubadala Opens Its $25B Credit Business to Global Investors

Jul 27, 2026

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1 min read

Mubadala Opens Its $25B Credit Business to Global Investors

Mubadala has opened its $25 billion private credit portfolio to outside investors for the first time, turning 17 years of its own lending into a global platform for others to buy into.

Jordon Barnett

Underwriting

How I Underwrote a $71M Residential Build in Australia

Jul 27, 2026

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1 min read

How I Underwrote a $71M Residential Build in Australia

91 units, 3.5km from Brisbane's Olympic precinct, modular prefab builder - but no pre-sales and a thin sponsor balance sheet are doing a lot of damage.

Jordon Barnett

Market Intelligence

Digital Realty Buys Stake In A $7.8B Data Center Portfolio

Jul 26, 2026

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1 min read

Digital Realty Buys Stake In A $7.8B Data Center Portfolio

Digital Realty acquired Blackstone's stake in a $7.8B Northern Virginia data center portfolio. 288MW of hyperscale capacity, fully leased to three investment-grade tenants.

Jordon Barnett

Capital Sources

This Lender Closed $3B in Data Centre Equipment Commitments Last Year

Jul 25, 2026

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1 min read

This Lender Closed $3B in Data Centre Equipment Commitments Last Year

Most developers finance the building - very few think about what's inside, and this $50B-backed lender will write tickets up to $500M+ on the equipment alone.

Jordon Barnett

Newsletter

Jul 24, 2026

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4 min read

Capital Arbitrage Weekly - Edition #6

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

Abu Dhabi Is Eyeing A $20B Asian Data Center Acquisition

Jul 24, 2026

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1 min read

Abu Dhabi Is Eyeing A $20B Asian Data Center Acquisition

Abu Dhabi's MGX is reportedly exploring a $20B acquisition of DayOne, Asia's largest AI data center platform. It's the latest move in a bigger push to reduce oil dependence.

Jordon Barnett

Capital Sources

This UK Family Office Will Lend You £200M+ If You Can Answer One Question...

Jul 23, 2026

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1 min read

This UK Family Office Will Lend You £200M+ If You Can Answer One Question...

They lend against what you paid, not what it's worth, and require multiple exit paths before a deal even gets reviewed.

Jordon Barnett

Underwriting

How I Underwrote a $15M Hydrogen Plant in Malaysia

Jul 22, 2026

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1 min read

How I Underwrote a $15M Hydrogen Plant in Malaysia

Land bought, EPC signed, electrolyser on order - but no offtake agreement signed, and that's the only number that actually matters here.

Jordon Barnett

YouTube Transcript

Vietnam's Financial Centre Will Tokenise $4B Of Infrastructure With RWA

Jul 22, 2026

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2 min read

Vietnam's Financial Centre Will Tokenise $4B Of Infrastructure With RWA

Da Nang's international financial centre is moving to tokenise a 100km expressway and a $3 billion metro line, opening Vietnam's infrastructure pipeline to global investors through blockchain for the first time.

Jordon Barnett

Market Intelligence

MGX's $50 Billion Raise Sets Up One of the Biggest AI Funds Ever

Jul 20, 2026

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1 min read

MGX's $50 Billion Raise Sets Up One of the Biggest AI Funds Ever

Abu Dhabi's MGX raised $50B for one of the largest dedicated AI investment vehicles ever assembled. The capital came from sovereign wealth funds, global pension funds, and institutional investors.

Jordon Barnett

Underwriting

How I Underwrote a $127M Luxury Resort in Mexico

Jul 20, 2026

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1 min read

How I Underwrote a $127M Luxury Resort in Mexico

Stage 1 is operational with $3.95M annual revenue and 43 homes delivered - the $127M funds 715 acres of coastal expansion at $10/m2 against comps of $200/m2

Jordon Barnett

YouTube Transcript

Sovereign Funds Are Buying AI Data Centers Before They Hit The Stock Market

Jul 18, 2026

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3 min read

Sovereign Funds Are Buying AI Data Centers Before They Hit The Stock Market

MGX is in live negotiations to acquire Singapore's Day One before its $20 billion IPO — and the deal reveals exactly how sovereign funds are racing to own the physical layer of AI in Asia.

Jordon Barnett

Newsletter

Jul 17, 2026

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4 min read

Capital Arbitrage Weekly - Edition #5

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

Johor-Singapore Has Attracted $15B Of Investment In Just 9 Months

Jul 17, 2026

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1 min read

Johor-Singapore Has Attracted $15B Of Investment In Just 9 Months

The Johor-Singapore Special Economic Zone attracted $15B in approved investments in its first nine months. It could become Southeast Asia's most important economic corridor this decade.

Jordon Barnett

Market Intelligence

DayOne Raises $4.5B To Build A GLOBAL AI Data Centre NETWORK

Jul 17, 2026

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1 min read

DayOne Raises $4.5B To Build A GLOBAL AI Data Centre NETWORK

Singapore's DayOne just closed the biggest data centre raise in Asian history. Now they're targeting a $20B IPO before year-end.

Jordon Barnett

Newsletter

Jul 10, 2026

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4 min read

Capital Arbitrage Weekly - Edition #4

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 Singapore Family Office Will 3x The Capital You Bring To Any Deal

Jul 6, 2026

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1 min read

This Singapore Family Office Will 3x The Capital You Bring To Any Deal

A Singapore family office running a cash-against-cash structure - bring $10M in liquidity, receive up to 3x as a credit facility, with no fees and no lending ceiling.

Jordon Barnett

Underwriting

How I Underwrote the £268M Raise for the London Tunnels Tourist Attraction

Jul 6, 2026

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1 min read

How I Underwrote the £268M Raise for the London Tunnels Tourist Attraction

Targeting a £700M–£1.1B NASDAQ valuation by 2030 on a freehold-owned, fully permitted WWII tunnel network set to become London's first major tourist attraction since the London Eye.

Jordon Barnett

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