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Focus
Our singular focus is to find the best candidate for the opportunity within segments of the financial marketplace that we understand.
Our broad network enables us to execute highly customized, confidential, and comprehensive placements.
Focus
Our singular focus is to find the best candidate for the opportunity within segments of the financial marketplace that we understand.
Our broad network enables us to execute highly customized, confidential, and comprehensive placements.
Secondaries Liquidity



HMS Income Fund Repurchase Update
HMS Income fund successfully redeemed ~11% of shareholder redemption requests for the third consecutive quarter. This update is a...
Feb 6, 20231 min read

2022 Wrapped
It’s a wrap! It was a year of record growth for Cox Capital and, in many respects, a record year for the industry. Check out some...
Dec 19, 20221 min read

Demystify Non-Traded Investments: PPB Capital Partners
Frank Burke and Anton Golding of PPB Capital Partners recently published a thoughtful article regarding the liquidity and transparency of...
Dec 14, 20221 min read

Starwood Joins BREIT Liquidity Woes
Starwood Capital Group and Blackstone continue to generate headlines for their increasingly illiquid products. However, non-traded...
Dec 5, 20221 min read


Blackstone Real Estate Income Trust (BREIT) Breaches Redemption Limit
BREIT’s repurchase program has reportedly become oversubscribed for the first time, confirming that the laws of supply and demand do, in...
Dec 1, 20221 min read

Market Liquidity Pains Continue
Liquidity is the backbone of the market and has deteriorated quickly in this extended trench of volatility and macro pressure. Both...
Oct 20, 20221 min read


"Predatory" Mini-Tender Offers Highlight Liquidity Challenges For Real Estate Alts
Featured article published on Wealthmanagement.com Written by Beth Mattson-Teig August 29, 2022 https://www.wealthmanagement.com/reits/pr...
Aug 30, 20225 min read

Secondary Market Pricing Looms Over 3rd Party Tenders
As expected, recent market volatility has influenced the secondary market for illiquid assets. However, prices offered by firms that...
Jul 25, 20221 min read

Secondary Markets Provide Superior Pricing
Secondary markets and directly negotiated transactions tend to provide superior pricing for non-traded REIT shareholders who are seeking...
Jul 18, 20221 min read

Blackstone BDC Goes Liquid
This week, Blackstone Secured Lending Fund ($BXSL), the fourth largest Business Development Company, completed its tiered liquidity...
Jul 7, 20221 min read

CION Investments Completes Liquidity Event
Congratulations to CION Investments ($CION) and their shareholders on completing the final stage of CION's three-part listing. Over the...
Jul 7, 20221 min read

Consider Price vs. Value Amid Volatility
It's important to consider price vs. value in nontraded alternatives during periods of market volatility. Detailed below are some...
Jun 17, 20221 min read

Fund Liquidity Depends on Vintage
Fund liquidity, specifically for nontraded alternative investment funds, depends on when the vehicle was launched. Early vintages...
May 6, 20221 min read

Navigating a Secondary Transaction
As the premier liquidity provider for retail alternative investments, one of Cox Capital’s primary goals is to provide an efficient and...
Apr 20, 20221 min read

How Do You Value a BDC?
While there are a number of factors to consider, management structure is arguably one of the most important. Internally managed BDCs...
Apr 13, 20221 min read

CION Public Listing - Phase 2
This week, the second unlisted tranche of CION shares becomes tradable on the NYSE. The 16% pullback from Friday raises questions about...
Apr 7, 20221 min read

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