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points by cs702 2 days ago | 0 comments
As I understand it, there's also a 'write-down wall' looming over many companies and assets in private equity portfolios.

Those holdings are carried in the books at valuations that arguably could be justified in the past but are no longer realistic.

Private equity firms are basically sitting on them, unable to sell them or list them at current valuations.

[–] FuriouslyAdrift 2 days ago
PE has a glut of 32,000 companies ($4T in equity) they can't sell and the average hold time is extended past 8 years.

https://www.notveryprivateequity.com/eight-year-hold/ https://www.pennmutualam.com/market-insights/blogs/chart-of-...

[–] alphawhisky 2 days ago
Oh yeah you know there's some corporate landlords in there hehe
[–] toomuchtodo 2 days ago
Indeed.

The End of Private Equity’s Leveraged Buyout Era Is Nigh - https://www.bloomberg.com/opinion/articles/2026-09-30/the-en... | https://archive.today/B1EfY - September 30th, 2026

Blackstone’s Private Equity Chief Joe Baratta Leaving Firm - https://www.bloomberg.com/news/articles/2026-09-25/blackston... | https://archive.today/ZH2so - September 25th, 2026

https://news.ycombinator.com/item?id=47049024 (citations)

[–] throwawaythekey 2 days ago
Why not accept the write downs and say you're pivoting to AI? The can can't be kicked down the road forever...
[–] rglover 2 days ago
Fear.