"Where are they now?" - Formerly nontraded REITs American Healthcare REIT (AHR) and Sila Realty Trust (SILA) have made meaningful price...

This past week, Blue Owl Capital Corporation III (OBDE) and Morgan Stanley Direct Lending Fund (MSDL), both formerly nontraded BDCs,...

As market volatility returns, all eyes are on interval funds. In  John Sage 's most recent  Bloomberg  article, our CEO  John Cox , and...

Perpetual REITs and BDCs were developed, in part, to address the illiquidity of non-traded Lifecycle Funds. Interestingly, their...

In this week's Intelligent Investor column, our CEO John Cox shares his secondary market insights with The Wall Street Journal's Jason...

Cox Capital Partners announced on Friday, May 17, 2024, that it has extended the expiration date for the Mini-Tender Offer for...

There will never be a perfectly liquid fund structure for illiquid asset classes. Illiquid and semi-liquid fund structures have numerous...

We are excited to announce our offer to purchase Franklin BSP Capital Corp. Our offer represents a 40% increase above the most recent...

Blue Owl Capital Corp. II's share repurchase program is once again under pressure. The $2 billion Blue Owl BDC had to increase the size...

Comrit has lowered their bid for American Healthcare REIT (NYSE: AHR) from $13.15 to $5.23 according to an 8-K filed by the newly listed...

Demand for liquidity in The Carlyle Group's private BDC, Carlyle Credit Solutions, Inc. (formerly TCG BDC II, Inc.), exploded in Q4 2023....

Can you guess which credit focused interval fund this is? In this instance, the volume of tendered shares is increasing faster than the...

Hurry up and wait - existing shareholders take a backseat to IPO participants when it comes to liquidity. The recent influx of listings...

In light of this week's Blue Owl Capital Corp. III listing, we're checking in on Blue Owl Capital's three nontraded tender offer funds....

KKR Real Estate Select Trust is once again unable to meet shareholders' demand for liquidity. In the most recent two quarters, $KREST has...

The mix of large ($3B+) traded BDCs is likely to experience significant changes in 2024 as private and non-traded BDCs begin trading on...

Article by Jonathan Weil, WSJ “A lot of our business is based on explaining why NAV is not an indication of fair market value.” In...

Sila Realty Trust, Inc. makes "no recommendation" on whether the Sila's shareholders should accept a recent third-party tender offer,...

In a surprise announcement, Apollo Global Management, Inc. has proposed merging its BDC ($MFIC) with two Apollo closed-end funds ($AFT,...

Highlands REIT ($HHDS) has made an offer to repurchase up to $20 million worth of their shares in a recent tender offer. What does $20...