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Fund Webinars

Interval Funds: State of the Market and Emerging Trends

Origin Investments
Origin Investments
Jun 12, 2026
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Private credit grew to nearly $2 trillion globally, according to the Federal Reserve, and interval funds were one of the fastest-growing vehicles, with AUM nearly quadrupling over the prior five years, from $18.6 billion in 2020 to $93.4 billion in Jan 2025*. Advisors who understood them were better positioned to serve clients seeking income and diversification through exposure to private credit markets.

Michael O’Shea, Origin Investments’ head of private wealth, sat down with Kimberly Flynn, president at XA Investments, for a timely conversation on the private credit interval fund market and what it means for your clients’ portfolios.

The webinar concludes with live Q&A. 

*Morningstar/Pitchbook data via Alter Domus, “The Rise of Interval Funds,” May 2025.

Origin Investments
About the Author

Origin Investments

Origin Investments helps high-net-worth investors, family offices and registered investment advisors grow and preserve wealth by providing best-in-class real estate solutions. We are a private real estate manager that builds, buys and lends to multifamily real estate projects in fast-growing markets throughout the U.S.

This article is intended for informational and educational purposes only and is not intended to provide, and should not be relied on, for investment, tax, legal or accounting advice. The information is provided as of the date indicated and is subject to change without notice. Origin Investments does not have any obligation to update the information contained herein. Certain information presented or relied upon in this article may come from third-party sources. We do not guarantee the accuracy or completeness of the information and may receive incorrect information from third-party providers. All tax strategies discussed herein involve complex rules and regulations. Investors should consult with qualified tax, legal, and financial advisors before implementing any strategy.