We often receive questions from financial advisors about interval fund liquidity. Perhaps you’ve found a fund with a top notch sponsor, and a strategy that fits perfectly in your client’s portfolio, but have concerns about how easy it is to exit. Understanding the nuances of interval fund liquidity will help you make use of this […]
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 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.
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
73% of active funds reported increases in total net assets. Fastest growing funds included offerings from Silverbay, Griffin, Bluerock, and Versus Capital.