“Investors can now participate in an indexing strategy previously limited only to institutional investors,” said Greg Stark, CEO of Accordant.
September 13, 2023
Interval Fund
September 13, 2023
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…
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...
June 22, 2023
Stacy Chitty: BV Interval Fund Performance Reports
In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights some of the data included in Blue Vault's semi-annual interval fund individual performance pages.
May 16, 2023
Kimberly Flynn: The Growth of Interval Funds
Kimberly Flynn (Managing Director, Alternative Investments at XA Investments) talks about the growth of interval funds introduced by asset managers and RIAs in this Blue Vault Alts Angle video.
Don't miss alts news and educational events. Subscribe Now
Browse Learning Opportunities
THE BLUE VAULT MINUTE
Insights for advisors from advisors
Webinars
Asset managers, service providers and Blue Vault on alts topics
Podcasts
Breaking down alts one-on-one with asset managers and service providers
Videos
Short, impactful clips from webinars, podcasts and events
The alternative investments industry is
expected to grow to $17 trillion by 2025.
