The transaction history of the partners and the platform, in aggregate.
Founded in Newport Beach in 2022, Harbor Wealth Global is a multi-strategy alternative investment platform led by a team with 135 years of combined executive experience.
We invest in and structure complex opportunities across CRE private credit, energy, logistics and infrastructure halo assets. Our approach is disciplined and data-led: real-time fundamentals and bottom-up analysis in place of market speculation, so we can 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, through active management of our portfolio and deal activities, with a history of creating value in our select asset classes.
We bring an extensive network and strong relationships, built on consistently delivering for our customers and investors, and on generating new proprietary ideas, investment opportunities and execution.
Three strategic domains.
HWG Private Credit
- Senior, stretch senior, B-note, C-PACE, preferred equity and ground lease loans
- Acquisition, predevelopment, development and value-add, all CRE asset types
- Direct origination and underwriting across all 50 states
HWG Alternative Investments
- Energy, transmission and storage, waste and environmental services, logistics, digital infrastructure, and dislocated assets
- Co-GP and JV equity in direct assets and at the platform level
- North America and EMEA, board participation preferred
HWG Family Office
- Targeted direct control and co-investment vehicles
- Institutional sponsors and industry operators as partners
- Asymmetric opportunities with governance rights, within core and dispositioned commercial real estate and infrastructure
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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Sponsors and investors reach the same team. Tell us about the opportunity or the mandate and we will respond directly.