Bob FraserCFO & Macro Strategist | Data-Driven Investing Expert | Speaker & Author

Investors Are Ditching Traditional Businesses (40% → 10%)

Name: Investors Are Ditching Traditional Businesses (40% → 10%)
Uploaded: 2026-04-02T20:00:13+00:00
Duration: 41 s
Channel: Bob Fraser
Description: In this segment, the speaker examines the private equity market by categorizing it into four broad groups: real estate, venture capital, collectibles and…

2 Apr 2026 · 1 min

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In this segment, the speaker examines the private equity market by categorizing it into four broad groups: real estate, venture capital, collectibles and commodities, and traditional operating businesses. He highlights a dramatic reallocation trend: in Q4 2024, traditional operating businesses captured roughly 40% of private equity capital, but by the end of 2025 that share had fallen to about 10%. This shift underscores a significant change in investor preferences within private markets.

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Obviously, because we're interested in the private markets, specifically, you know, private equities is what was the most interesting over the past year and the shift. We also wanted to break it down and see within the private equity space, we have 4 gross categories. We have real estate, we have venture, collectibles and commodities, and, you know, traditional businesses. So those were like the 4 categories we took within the private equity space. And the interesting part is if you looked at Q4 '24 and you look at, let's say, traditional businesses, you know, operating businesses that people invest in, not real estate related. It was almost 40% of every dollar that went into private equity investments went into traditional businesses, operating businesses. That dropped to around 10% in the end of '25.