A short update on the platform as we move into the final weeks of 2026.
Private credit
Recent transactions across the book include a $165 million acquisition loan on a self-storage portfolio in Idaho, a $205 million senior bridge loan on a seniors housing community in Venice, Florida, and a $44 million senior construction loan on a 100-unit build-to-rent community in Coachella, California.
The common thread is the one sponsors ask us for most: a direct lender that underwrites the whole capital stack and funds the terms it issues. Our preferred range remains $30 million to $150 million, in all 50 states.
Family office
In the first quarter of 2026, the family office realized a growth equity investment in a financial services business that it had entered in the fourth quarter of 2024 with a controlling interest. Capital and proceeds were distributed to the family LP.
Alternative investments
We have sharpened the focus of HWG Alternative Investments to three sectors: energy, waste and logistics infrastructure. In each, we take Co-GP and control equity positions, in direct assets and at the platform level, across North America and EMEA, with board participation required.
Working with us
Sponsors can submit a financing request through the deal submission form and track each stage in the sponsor portal. Investors and operating partners can reach the same team through the contact page. Our offices are in Newport Beach, St. Louis and London.
This article is for general information only. It is not investment, legal or tax advice, and it is not an offer to lend, an offer to sell or a solicitation to buy any security. Past transactions and past performance are not indicative of future results.