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retirees invest in interval funds and other alternative investments

Retirees rush into alternative investments, but caution is required

December 17, 2019

Alternative investments are no longer alternative- they’ve become an essential part of retirement planning. Retirees are increasingly investing in non-traded REITs, interval funds, and private placements in order to generate income and grow their assets.

Franklin Tempelton Interval Fund

Franklin Templeton and Benefit Street Prepare to Launch New Interval Fund

December 2, 2019

Franklin Templeton and Benefit Street Partners are teaming up to launch a new interval fund: Franklin BSP Private Credit Fund filed an initial draft registration statement on November 18.

Net Asset Growth Driven By Fastest Growing Interval Funds

5 Fastest Growing Interval Funds: 2019Q3 Update

November 12, 2019

Interval fund net assets topped $30 billion in the most recent quarter.  Over 75% of active funds reported net asset increases in their most recent public filings

Bitcoin Interval Fund

Get Ready For a Bitcoin Interval Fund: 2019Q2 Update

July 22, 2019

73% of active funds reported increases in total net assets. Fastest growing funds included offerings from Silverbay, Griffin, Bluerock, and Versus Capital.

Wildfires Impact Interval Funds: 2019Q1 Update

April 19, 2019

  • Total Interval fund AUM has declined slightly in the most recent quarter, based on most recent SEC filings. Outflows were concentrated in a small group, and the majority of funds reported AUM growth.
  • Losses and oversubscribed redemptions at reinsurance focused interval funds offset new fund launches. Additionally late 2018 equity market volatility also impacted some funds.
  • Funds focused on lending and real estate continue to grow rapidly, both through asset price increases, and new investors.
  • BlackRock, Cliffwater, Lord Abbett, and One William Street all launched new funds in 2019Q1.
  • RiverNorth announced its plan to list its interval fund on NYSE. This is a positive development for the interval fund space.






AUM Growth

Total interval fund net assets equaled $27.3 billion as of the most recent public filings, up 27.1% compared to the prior year, but down 0.8% compared to the prior quarter. In late 2018 and early 2019, new fund launches were offset by stock market volatility, and redemptions at funds focused on reinsurance and insurance linked securities.



In the most recent quarter, 34 active interval funds reported net asset increases, and 20 reported net asset declines. Additionally, 11 funds recently launched and have not yet filed their first financial statements. Click here for current AUM data on all 64 active interval funds. Premium members also have access to historical AUM data

Fastest Growing Interval Funds

The following list shows the five fastest growing interval funds, based on net asset growth in the most recent reported quarter:

«‹ 3 4 5 6 ›»

Interval Fund Updates

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