We recently released our March Private Placement Insights report. See the highlights from the report below, or if you are an AI Insight by iCapital subscriber, log in now to see the entire report. Twenty-one new private placements were added to iCapital’s investment product training database in March, marking a significant uptick compared to the previous month, primarily due to heightened activity in the real estate categories. Overall, we have added 15% more funds this year, with these funds aiming to raise 38% more capital. 1031 exchanges and the non-tax focused funds saw robust a ..read more

We recently released our February Private Placement Insights report. See the highlights from the report below, or if you are an AI Insight by iCapital subscriber, log in now to see the entire report. Thirteen new private placements were added to investment product training in February, reversing an uptick in January primarily due to sluggish activity in the real estate categories. Overall, there have been roughly 3% fewer funds added this year, seeking to raise 13% less capital. The only categories up from last year are the niche categories – energy and conservation funds, although ..read more

We recently released our January Private Placement Insights report. See the highlights from the report below, or if you are an AI Insight by iCapital subscriber, log in now to see the entire report. Twenty new private placements were added to investment product training in January, up from 15 last month and roughly 33% more on a year-over-year basis. After a slow year in 2023, where lower fund formation led to fewer funds added to investment product training, it is good to see this uptick kick off in 2024. All the categories except Opportunity Zones are flat to up in terms of new fu ..read more

We recently released our December Private Placement Insights report. See the highlights from the report below, or if you are an AI Insight by iCapital subscriber, log in now to see the entire report. Fifteen new private placements were added to investment product training in December, for a total of 203 new funds added for the full year. This was a slower year than last, with a strong start but a mid-year trough, especially in the real estate categories. Despite growth in energy, hedge funds, and preferred offerings, which tend to represent a smaller component of the education platf ..read more

We recently released our November Private Placement Insights report. See the highlights from the report below, or if you are an AI Insight by iCapital subscriber, log in now to see the entire report. Fourteen new private placements were added to investment product training in November, fewer than last month but more than the trough in July. We continue to see weaker activity in the real estate segment, which has historically been a large component of the platform. 1031 exchange activity remains stagnant and even the smaller private real estate deals have slowed. Despite growth in en ..read more

We recently released our October Private Placement Insights report. See the highlights from the report below, or if you are an AI Insight by iCapital subscriber, log in now to see the entire report. Seventeen new private placements were added to investment product training in October, continuing an uptrend from the low in July but still well below the 25-30 per month regular pace. Most of the slowdown is due to continued weakness in the real estate segment, a historically large component of the platform. 1031 exchange activity remains stagnant and even the smaller private real estat ..read more

We recently released our September Private Placement Insights report. See the highlights from the report below, or if you are an AI Insight subscriber, log in now to see the entire report. Sixteen new private placements were added to investment product training in September, continuing an uptrend from the low in July but still well below the regular pace of 25-30 per month.  Most of the slowdown is due to continued weakness in the real estate segment, a historically large component of the platform. 1031 exchange activity remains stagnant and even the smaller private real estate ..read more

We recently released our August Private Placement Insights report. See the highlights from the report below, or if you are an AI Insight subscriber, log in now to see the entire report. Fifteen new private placements added investment product training in August, a slight pickup from the 12 added in July but still well below the 25-30 per month regular pace. Most of the slowdown is due to continued weakness in the real estate segment, a historically large component of the platform. 1031 exchange activity remains stagnant and even the smaller private real estate deals have slowed. Tran ..read more

We recently released our July Private Placement Insights report. See the highlights from the report below, or if you are an AI Insight subscriber, log in now to see the entire report. Twelve new private placements were added to investment product training in July, the slowest month on record and less than half of the funds added last month. Most of the slowdown is due to weakness in the real estate segment, 1031 exchange activity remains stagnant and even the smaller private real estate deals focusing on opportunistic real estate have slowed. Despite growth in energy and hedge funds ..read more

We recently released our June Private Placement Insights report. See the highlights from the report below, or if you are an AI Insight subscriber, log in now to see the entire report. Twenty-seven new private placements were added to investment product education in June, continuing an uptrend from the slowest months early in the year. While 1031 exchange activity remains muted, smaller value-added and opportunistic real estate funds have been on the rise, as well as private equity, energy, and unique preferred offerings. Despite a recent pickup in activity, on a year-to-date basis ..read more