Kaistone Media.
The firm in public.

Kaistone Business Media is the firm’s public-facing platform — market commentary, conversations, and press coverage on private real estate, private credit, and the discipline of building generational capital. Written for the world; separate from our private investor correspondence.

Podcast & Video

Conversations on private markets.

Direct conversations with the principals, operators, and allocators building in private markets. New episodes published on the Kaistone Business Media channel and embedded here.

YouTube channel →
EP 04Private Equity
Concentrated equity: the case for fewer, deeper positions in private businesses.
28 Feb 2026
JR
James Reid
Partner, Private Equity — Kaistone Investment Group
EP 03Real Estate
Real estate sponsorship: the operator’s edge in an aggregator’s market.
19 Mar 2026
SR
Sandra Reyes
Director, Real Estate — Kaistone Investment Group
EP 02Cross-Border Capital
The US–Caribbean corridor: diaspora capital and institutional opportunity.
14 Apr 2026
DW
Devon Williams
Principal — Kaistone Investment Group
EP 01Private Credit
Private credit in 2026: three structural shifts that matter.
02 May 2026
ML
Marcus Langford
Managing Director, Credit — Kaistone Investment Group
View all episodes on YouTube  →
Articles

Market commentary.

Public commentary on private markets, structuring, and the operating environment for private capital. Free to read, no subscription required.

02 May 2026Article
Private credit in 2026: three structural shifts that matter.
Observations on covenant erosion, sponsor consolidation, and where senior secured paper still earns its return.
Read
14 Apr 2026Commentary
Why the US–Caribbean corridor is the next serious capital corridor.
A practitioner’s view on diaspora capital, BVI structuring, and the institutional vacuum that bigger funds aren’t set up to fill.
Read
19 Mar 2026Article
Real estate sponsorship: the operator’s edge in an aggregator’s market.
What it takes to build a real-estate platform when most capital is flowing into LP-tier exposure to other sponsors’ deals.
Read
25 Feb 2026Commentary
The case for emerging managers in a consolidated industry.
Why small, focused alternative-asset firms still have a structural advantage — and where they have to be honest about their limits.
Read
11 Feb 2026Article
Generational capital: what families actually need from a sponsor.
Notes from conversations with single-family offices on what an alternative-asset partnership has to deliver beyond returns.
Read
22 Jan 2026Commentary
Reading the credit cycle without pretending you can time it.
A discipline note on underwriting through cycles — what we watch, what we don’t, and why we’d rather pass than predict.
Read
Stay updated
Get updates
from the firm.

New notes are published when the firm has something worth saying. Leave your details and we will send them directly to you.