Quarterly perspective. Pick your platforms.

What you want to read.

• The Beckett Letter

  Quarterly

  The firm-wide letter: what we are watching across markets, where capital is flowing, and the lessons the partnership is taking from the quarter.

  Authored by Danny Beckett Jr.

  Recent: “What 2026 looked like from four desks” · “The case for operator-led capital in a higher-rate world”

• Real Estate

  Bi-monthly

  Acquisitions, development, and land in the Midwest and Sun Belt. Basis discipline, debt markets, and what we are seeing in the pipeline.

  Authored by Real Estate platform

  Recent: “Basis vs. cap rate — the Midwest spread” · “Why we are still buying small-format retail”

• Venture

  Monthly

  Consumer brands, vertical software, and operator-led businesses. New investments, portfolio milestones, and what is breaking in the early-stage market.

  Authored by Venture platform

  Recent: “Founders, the seed market is back — sort of” · “What we learned reading 1,200 decks”

• Private Debt

  Quarterly

  Senior-secured private credit. Origination themes, structuring choices, covenant trends, and what we are pricing across the lower-middle market.

  Authored by Private Debt platform

  Recent: “Why first-lien still wins” · “Contract-backed credit — the underwriting playbook”

• Private Equity

  Quarterly · launching 2026

  Pre-launch updates from our forthcoming control-buyout vehicle: thesis development, sourcing themes, and the first hires joining the platform.

  Authored by Private Equity platform

  Pre-launch readers receive vehicle announcements and inaugural-fund materials when they become available.