Interval Fund- Page 3 of 8

Interval Fund

November 6, 2023

An Interval Fund’s Portfolio Flexibility vs. a Nontraded REIT

The question we ask is, “If a nontraded REIT can only significantly shift its sector allocations by growing its assets or selling and reinvesting proceeds from sales, how flexible can it be in re-allocating to anticipated out-performing sectors?”

October 19, 2023

Bluerock Fund Advisor Wins the Prestigious 2023 Asset Manager of the Year Award from Money Management Institute / Barron’s

“We are pleased to win this prestigious award and on behalf of our shareholders, receive recognition from MMI/Barron’s and our peers, for our team’s hard work and dedication in delivering high risk-adjusted returns over the past 11 years in the Bluerock Total Income+ Real Estate Fund,” said Ramin Kamfar, Founder and CEO of Bluerock...

October 11, 2023

Cantor Fitzgerald Infrastructure Fund Announces Third Quarter 2023 Distribution

The Fund’s investment objective is to maximize total return, with an emphasis on current income, while seeking to invest in issuers that are helping to address certain United Nations Sustainable Goals through their products and services.

October 9, 2023

Bluerock High Income Institutional Credit Fund Logs a Record Approximate +6% Q3 Shareholder Return, an Increase in the Annualized Distribution Rate to 11% and Reaffirms its Positive Forward Outlook for the Senior Secured Loan Sector

Notably, the Bluerock High Income Institutional Credit Fund’s underlying portfolio is currently comprised of 96% senior secured loans, the highest position in a corporate capital stack and are 99% floating rate in nature.

September 20, 2023

A Brief History of Alternative Investments (and the Current State of Play)

The history of alternative investments is a story of diversification, innovation, and adaptation to changing financial landscapes. Alternative investments refer to a broad category of assets that extend beyond conventional investments like stocks, bonds, and cash. “Alts” have garnered increased interest over the years as investors seek new ways to boost portfolio returns, reduce risk,…

September 13, 2023

Accordant Investments Introduces its First Registered Interval Fund, Accordant ODCE Index Fund – ODCEX

“Investors can now participate in an indexing strategy previously limited only to institutional investors,” said Greg Stark, CEO of Accordant.

September 5, 2023

Why Mutual Funds and Interval Funds Are More Different Than You Think (Liquidity Timelines are Just a Start)

With traditional stock and bond funds having performed poorly in 2022, many advisors are embracing alternative investments with uncorrelated and potentially higher returns. Most so-called “alts” are illiquid private funds that require investors to lock up their money for long periods of time before they can redeem shares, underscoring the investment principle that potential return…

August 8, 2023

Rising Interest Rates a Boon for Blackstone BDC, Interval Fund Investors

As interest rates continue to rise, investors in Blackstone’s business development company (BDC) and interval fund are seeing a similar spike in distribution payments, reflecting the asset manager’s profit-generating prowess amid extended economic turbulence. On Blue Vault’s July 26 webinar, A Deeper Look at Blackstone, Senior Financial Analyst Luke Schmidt said both funds are performing…

July 19, 2023

Interval Funds: The Growing Market That’s Turning Advisors on to Alts

As economic uncertainty continues to tame investment expectations, the market for interval funds and tender offer funds has grown into a fierce, $133 billion industry, 1 raising over $25 billion in capital last year alone. Interval funds are an increasingly popular allocation because they solve some of the structural and regulatory limitations associated with private…