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CAISCRED Index Quarterly Review – Q1 2026

Whitepaper

Elevated redemptions from Q4 2025 highlighted evolving investors behavior across BDCs and private credit.

Changes in investor behavior that emerged in late 2025 continue to shape private credit markets in Q1 2026.

The latest Solactive CAIS Private Credit BDC Index (“CAISCRED Index”) Review from CAIS Advisors examines how elevated redemptions and evolving liquidity dynamics during Q4 2025 into Q1 2026 are playing out across non-traded BDCs—alongside continued growth in the broader private credit landscape.

In Q4 2025, more than $10B in redemptions were observed across some platforms, with certain funds implementing gating or prorated withdrawals where demand exceeded available liquidity. With Q1 reporting still to come available, that additional data may provide further context on how these trends persist into 2026. While fundamentals shown in Q4 data appear broadly stable, these dynamics highlight the growing importance of structure, scale, and manager differentiation as market conditions evolve.

Based on available data, key observations included in the review cover:

  • Elevated redemptions observed into early 2026

  • Continued expansion in the number of underlying loans across non-traded BDCs

  • An increase in discounted loans, with outcomes remaining largely issuer-specific

  • Ongoing use of liquidity features designed to manage investor flows

Together, these trends point to a market environment where liquidity frameworks and manager selection may play an increasingly important role in outcomes.

Access the full Q1 2026 CAISCRED Index Quarterly Review to explore the data and analysis in more detail.

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