Infrastructure Secondaries Daily
Credit gates and BDC discounts put liquidity stress on tape
Friday, June 26, 2026 · 8 min
Apollo Debt Solutions capped redemptions after requests reached 16.8% of shares, while publicly traded BDCs sit at roughly 25% median discounts to NAV. The allocator signal is shifting from isolated withdrawals to a broader new-money strike and liquidity repricing.
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Show notes
Apollo Debt Solutions capped redemptions after requests reached 16.8% of shares, while publicly traded BDCs sit at roughly 25% median discounts to NAV. The allocator signal is shifting from isolated withdrawals to a broader new-money strike and liquidity repricing.
In this episode
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