Harbor Wealth Global
A multi-strategy alternative investment platform. We structure and allocate CRE private credit, as well as invest across energy, logistics, and infrastructure halo assets — using a disciplined, data-led, cross-platform approach.
About Us
Founded in 2022 in Newport Beach, California, Harbor Wealth Global is a multi-strategy alternative investment platform led by a team with a combined 135 years of executive experience. We focus on investing, structuring, and delivering solutions to complex opportunities across CRE private credit, energy, logistics, and infrastructure halo assets.
Our platform is built for cross-strategy collaboration at scale: we underwrite, structure, and allocate CRE credit; acquire and reposition real assets; build and partner with specialized operating teams; participate in large-format co-investments; and design bespoke capital structures aligned to the objectives of sponsors, our investors, and operating partners.
Our unified global team spans North America and EMEA, integrating core data, sector expertise, and institutional partnerships to move with speed, precision, and conviction for our investors and partners.
Collective Platform Numbers:
HWG’s deep domain expertise and a disciplined, data-led approach to investing. In place of market speculation, enabling us to identify structural shifts and dislocations, leveraging patterns, real-time fundamentals, and bottom-up analytics to underwrite durable, risk-adjusted returns.
Our Strategic Domains
HWG Private Credit
- Focused across all 50 states'
- Acquisitional, predevelopment, development, and value add across all commercial real estate assets
- Senior, extended Senior, B note & C pace, Preferred equity, Ground Lease Loans
- Preferred Check Size $30M-$150M
HWG Alternative Investments
- Utility-scale infrastructure (waste management, cell towers, energy, transmission, and data center, and logistics chain) cash flowing value adds and development opportunities.
- Focused on Co-GP and JV Equity positions in direct asset or platform level investments
- Regional focus North America and EMEA
- Check Size $75M-$250M
HWG Family Office
- Structures and focuses in targeted direct control and co-investment vehicles with institutional sponsors and industry operators
- Prioritizes asymmetric opportunities with governance rights, anchored by high-conviction sector exposure
- Sector Focus within CRE and Infrastructure
- Equity Check Size $10M-$75M
Trusted By
- Utility-scale energy infrastructure (renewables, battery storage, transmission) and data center campuses
- Prefer late-stage/pre-NTP, but open to early-stage with strong power, land, and tenant agreements in place.
- Anchored by long-term PPAs, lease agreements, or hyperscaler contracts; upside potential through merchant power, RECs, or tax credits.
- JV or LP structures with experienced operators; project-level SPVs or holdco-level investments with board participation preferred.
- Check Size $75m-$500M
