The transaction history of the partners and the platform, in aggregate.
Founded in Newport Beach, Harbor Wealth Global is a multi-strategy alternative investment platform led by a team with 135 years of combined executive experience.
Investing in complex well positioned opportunities within the Commercial Real Estate private credit/Equity, Halo energy, waste, and logistic infrastructure assets. Our approach is disciplined and data-led: real-time fundamentals and bottom-up analysis in place of market speculation, allowing us to identify structural shifts and dislocations and underwrite durable, risk-adjusted returns.
Our team are pioneers in the alternative investment space. Not just investors, but operators first, through strategic asset architecture, with a history of creating value in our select platform operations.
We bring an extensive network and strong relationships, built on consistently delivering for our customers and investors. Generating new proprietary ideas, tools, investment opportunities and execution.
Three investment platforms.
HWG Private Credit
Direct lending across the commercial real estate capital stack.
- InstrumentsSenior, stretch senior, B-note, C-PACE, preferred equity and ground lease loans
- MandateAcquisition, predevelopment, development and value-add, across all commercial real estate asset types
- CoverageDirect origination in all 50 states
HWG Alternative Investments
Control-oriented equity in essential infrastructure.
- SectorsEnergy, waste and logistics infrastructure
- PositionCo-GP and control equity, in direct assets and at the platform level
- GovernanceBoard participation required, across North America and EMEA
HWG Family Office
Direct control and co-investment capital.
- VehiclesTargeted direct control and co-investment vehicles
- PartnersInstitutional sponsors and industry operators
- FocusAsymmetric opportunities with governance rights, within core and dispositioned commercial real estate and infrastructure assets
H.A.R.B.O.R.
"The plans of the diligent lead surely to abundance, but everyone who is hasty comes only to poverty."Proverbs 21:5
- HHoned Judgment
- AAuthentic Stewardship
- RRelentless Execution
- BBold Adaptation
- OOwnership Mindset
- RRelationship Capital First
Perspectives on private credit, infrastructure and the capital markets.
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