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Non-Traded REIT and BDC Sponsors Launching Interval Funds

April 10, 2017

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Non-traded REIT and BDC sponsors are entering the interval fund space en masse. This was a key trend in 2016 and it is continuing in 2017. Here is a partial list of Non-traded REIT and BDC Sponsors with interval funds in various stages of launch. For additional information, along with a comprehensive list, see Interval Fund Tracker’s rapidly growing Tools and Data Section.

Bluerock

Total Income (plus) RE Fund -Actively Raising Capital

Total Income(Plus) Mortgage Fund – In registration, not yet effective

Cion Investments

Cion Ares Diversified Credit Fund – Recently Launched

Colony Northstar

Northstar/Townsend Institutional Real Estate Fund, Inc. – In registration, not yet effective

Franklin Square/FS Investments

FS ENERGY TOTAL RETURN FUND – Recently launched

FS Diversified Income Fund – In registration, not yet effective

Griffin Capital

Institutional Access RE Fund – Active and currently over $1 billion in assets

Institutional Access Global Credit Fund  – Recently launched

Highland Capital

Opportunistic Credit Fund – Recently launched

Additionally, Highland has several funds in registration, but not yet effective:

MERGER ARBITRAGE FUND

LATIN AMERICAN OPPORTUNITIES FUND

HEALTHCARE OPPORTUNITIES FUND

DISCOUNT YIELD FUND

ENERGY OPPORTUNITIES FUND

Medley Management

SIERRA TOTAL RETURN FUND – Recently launched

Sierra Opportunity Fund  – In registration, not yet effective

Provasi (Formerly Behringer)

Vertical Capital Income Fund – Suspended and facing potential legal trouble.

Resource Real Estate

Real Estate Diversified Income Fd – Actively raising capital

Credit Income Fund  – Actively raising capital

Other Interval Funds

Additionally Multi-Strategy Growth & Income Fd and Wildermuth Endowment Strategy Fd  are both affiliated with broker dealers that are large participants in the non-traded REIT and BDC market.

VII Peaks is also converting its BDC to an interval fund.

Furthermore, a lot of interval funds are investing in various types of non-traded REITS and BDCs via the secondary market. But thats a topic for a future post. Stay tuned.

 

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