More than 60% of financial advisors allocate at least 5% of income-oriented portfolios to private credit, while over 25% allocate at least 10%, as they are increasingly turning to private credit as an effective way to diversify their clients’ portfolios.   

Blackstone PWS’ quarterly ‘Advisor Pulse’ survey, which included over 309 advisors from Blackstone University’s network, highlights that private credit provides a mix of liquidity and high returns while managing risk. 

Despite liquidity challenges currently faced by many private equity (PE) firms and their limited partners (LPs), financial advisors view private equity as a compelling investment option for individual investors. They see it as a strategic core allocation for those seeking capital appreciation and diversification. 

Over 65% of advisors in the survey allocate at least 5% of growth-oriented portfolios to private equity, with more than 25% allocating at least 10%. 

The latest survey revealed that financial advisors recognize that investing in private real assets can benefit investor portfolios across various market conditions. 

Specifically, 47% of surveyed advisors identified capital appreciation as their primary reason for investing in private real assets, while 38% focused on income generation. Advisors also highlighted additional benefits such as inflation protection, tax advantages, and low correlation with traditional public asset classes.