Summit Investment Research has launched research coverage of 10 real estate interval funds, 11 closed-end credit funds, and 4 other interval funds with research coverage of additional funds in 2017.

Interval and closed-end funds have diverse investment strategies ranging from non-investment grade credit to commercial real estate to residential mortgages. Summit’s research reports provide insights into current performance, investment risk, and cost structure of the interval fund. Our research will continue to expand with more in-depth analysis of each interval fund and market-level reporting to better monitor current and expected performance.

Investors need to understand the investment strategy and risk/return profile of interval and closed-end funds, which have reported varying results. Interval funds focused on private institutional real estate have led the way with stable returns, while interval funds focused on listed REITs and non-listed REITs have posted mixed results. Credit funds have experienced volatile returns over the past four years, as credit markets have remained highly volatile.

Current real estate interval funds covered include:

Alternative Strategies Fund

Griffin Institutional Access Real Estate Fund

Multi-Strategy Growth & Income Fund

NexPoint Real Estate Strategies Fund

NorthStar Real Estate Capital Income Fund


Resource Real Estate Diversified Income Fund

Total Income + Real Estate Fund

Versus Capital Multi-Manager Real Estate Income Fund

Vertical Capital Income Fund

Current credit closed-end funds covered include:

CION Ares Diversified Credit Fund

FS Global Credit Opportunities Fund (Funds A, D, T, & ADV)

Griffin Institutional Access Credit Fund

Palmer Square Opportunistic Income Fund

Priority Income Fund

Resource Credit Income Fund

Sierra Total Return Fund

Steadfast Alcentra Global Credit Fund


Other interval funds covered include:

FS Energy Total Return Fund

Triloma EIG Energy Income Fund

Triloma EIG Energy Income Fund - Term I

Wildermuth Endowment Strategy Fund




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