The original title is "Aging Assets and the Patience Test for Private Equity"

Short summary

Mid-2026 private equity recovery has stalled due to aging assets—portfolio companies held well past the traditional 5-7 year timeline, now stretching to 8-10 years. These trapped assets create financial drag and serious fiduciary risks around conflicts of interest, stale valuations, and LPA term compliance. The path forward requires rate cuts, price convergence, disciplined governance, and clean deal structures rather than a single catalytic event.

• •Aging PE assets held 8-10 years create financial drag and fiduciary risk
• •Conflicts, stale valuations, and LPA term limits demand legal scrutiny
• •Recovery needs rate cuts, price alignment, and disciplined governance—not one big exit event

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