John Cox (@johncoxcap) 's Twitter Profile
John Cox

@johncoxcap

CEO & Founder of Cox Capital Partners (@coxcapitalptnrs) | Liquidity Provider | Rec. Poker Player | Tweets are not investment advice

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linkhttp://coxcp.com calendar_today05-02-2023 19:09:40

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Franklin BSP shareholders are finally starting to receive our offer documents, which is driving email and call volume through the roof! All of us at coxcapitalpartners are answering calls throughout the day just to keep up. It might be beginners luck, but I got a great group

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I’ve never thought about it this way, but the coxcapitalpartners investment universe could accurately be described as “anything Jim Simons wouldn’t trade” Doing the opposite of Jim Simons is typically not a great idea…Thankfully, we have one important point in common: “amenable

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A moment of calm before the mini-tender storm continues. Throughly enjoying this process. #itsalwayssunnyinphiladelphia

A moment of calm before the mini-tender storm continues. 

Throughly enjoying this process. 

#itsalwayssunnyinphiladelphia
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Non-traded funds tend to have extremely fragmented shareholder bases. The sheer scale of accounts can be difficult for institutional investors to comprehend. In order for secondary market buyers to connect with tens of thousands of shareholders, the trading process needs to be

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In this week's Intelligent Investor column, our CEO John Cox shares his secondary market insights with The Wall Street Journal 's Jason Zweig Cox Capital continues to represent the only institutional liquidity provider directly delivering liquidity to advisors and their clients with speed,

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Do Shareholder Lock-Ups Actually Reduce Volatility? Probably not. An analysis of credit funds of various sizes across market conditions suggests that reducing liquidity through structural lock-ups does little to create price stability. What do you think? Are lock-ups helpful?

Do Shareholder Lock-Ups Actually Reduce Volatility? Probably not.

An analysis of credit funds of various sizes across market conditions suggests that reducing liquidity through structural lock-ups does little to create price stability.

What do you think? Are lock-ups helpful?
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Redemptions Are Stress-Testing Semi-Liquid Funds 🚨 Investor redemptions across real estate-focused interval and tender offer funds are surging, putting these semi-liquid structures to the test. #intervalfunds #tenderofferfunds

Redemptions Are Stress-Testing Semi-Liquid Funds 🚨

Investor redemptions across real estate-focused interval and tender offer funds are surging, putting these semi-liquid structures to the test. 

#intervalfunds #tenderofferfunds
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Anecdotal observation, potentially coincidence, but the the amount of rejected fund redemption requests we're seeing is picking up drastically. Recently, we received an "in good order" confirmation letter and then a NIGO rejection letter a month later, right before the tender

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Deeply saddened by the passing of my friend, former colleague, and fellow entrepreneur, Steven Truong. Credit where credit is due: FS Investments has hired some amazing people over the years. The level of support we’re seeing for Steve’s family makes that abundantly clear.

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This month marks five years since I launched coxcapitalpartners. Today, the market feels eerily familiar: Volatility, illiquidity, and uncertainty But Cox Capital has grown in size, experience, and capability. Since 2020: – The retail alts market has doubled in size – We’ve

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Here’s a look at Q2 2025 pro-rata redemption acceptance rates for three large semi-liquid funds: - Apollo Diversified Real Estate Fund rebounded sharply to over 60% accepted, after multiple quarters of mid-40s range. - Bluerock Total Income + Real Estate Fund continues to slide,

Here’s a look at Q2 2025 pro-rata redemption acceptance rates for three large semi-liquid funds:
 - Apollo Diversified Real Estate Fund rebounded sharply to over 60% accepted, after multiple quarters of mid-40s range.
- Bluerock Total Income + Real Estate Fund continues to slide,
John Cox (@johncoxcap) 's Twitter Profile Photo

Brutal increase in proration for Procaccianti Hotel REIT, Inc. 2.4% of redemption requests were accepted in Q1 2025 vs. 93.9% in Q4 2024. Small fund, unlikely to make headlines, but it continues to show that investors are rebalancing everything.