Interval Fund- Page 3 of 7

Interval Fund

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…

July 19, 2023

How has the amount of debt outstanding in the interval fund industry changed from March 31, 2022, to March 31, 2023?

How has the amount of debt outstanding in the interval fund industry changed from March 31, 2022, to March 31, 2023? Answer: The amount of debt outstanding in the interval fund industry has increased from approximately $6.0 billion as of March 31, 2022, to $8.8 billion as of March 31, 2023, an increase of approximately…

July 12, 2023

How many interval funds reported total assets of at least $1 billion as of March 31, 2023?

How many interval funds reported total assets of at least $1 billion as of March 31, 2023? Answer: Sixteen funds reported assets in excess of $1 billion as of March 31, 2023, making up approximately 83.3% of the industry total. Cliffwater Corporate Lending Fund led the industry at $15.1 billion, followed by ACAP Strategic Fund…

July 7, 2023

Bluerock Total Income+ Real Estate Fund Eclipses $1 Billion in Total Distributions Paid to Shareholders

“Delivering over $1 billion in total distributions to its shareholders over 10 years and 42 consecutive quarterly distributions is a major milestone and is validation of the structure and investment strategy of the TI+ Fund”, said Jeffrey Schwaber, CEO of Bluerock Capital Markets...