medium · Private Credit & Debt fund-structures-returns-economics

The 'Illiquidity Premium' in private credit is often cited as a key driver of excess returns.

Which of the following best explains why this premium exists?

  1. The government provides tax breaks to lenders who provide long-term private capital.
  2. Investors demand higher yields to compensate for the fact that they cannot easily sell the asset and are 'locked in' for the duration of the loan.
  3. Private loans have significantly higher default rates than publicly traded bonds.
  4. Private loans are always unsecured, leading to higher required returns.

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