Why Spreadsheet Investing Eventually Breaks
Spreadsheets work well for a small portfolio, but growing alternative investment portfolios introduce complexity that can make manual tracking increasingly difficult.
Spreadsheets work well for a small portfolio, but growing alternative investment portfolios introduce complexity that can make manual tracking increasingly difficult.
Blue Owl's private credit funds have been capping redemptions for two straight quarters, while another fund shifted toward manager-controlled capital returns. Here is what happened, and what every semiliquid fund investor should take from it.
Distributions from private equity, real estate, and private credit funds work nothing like dividends from public stocks. Here is how private market distributions work, when to expect them, why they are lumpy and unpredictable, and how income differs by asset class.
DPI and TVPI are the two most important return multiples in private equity and private market investing. Here is what each one measures, how to calculate them, what the difference between them tells you, and how to use them to evaluate your portfolio.
A capital call is a request from a private fund for investors to contribute a portion of their committed capital. Here is how capital calls work, what triggers them, what happens if you miss one, and how to plan your liquidity so you are never caught off guard.
XIRR and IRR are both internal rate of return calculations, but they measure different things. Here is the difference between XIRR and IRR, why the distinction matters for private equity and real estate investments, and which one you should use to evaluate your portfolio.
Most portfolio trackers are built for stocks and bonds. AltTrack is built for private market investors — with native XIRR, capital call tracking, K-1 organization, distribution intelligence, and portfolio analytics designed around how alternative investments actually work.
One of the most misunderstood benefits of real estate syndications: paper losses that offset real income. Here is how depreciation creates that loss on your K-1 even while cash distributions arrive — and how to use it.
Private credit has grown from a niche institutional strategy into one of the most talked-about corners of alternative investing — for better and worse. Here is what individual investors actually need to know about private credit before allocating to this asset class.