Wealth & Asset Management
Investment US-Based Banks
Life Settlement
Multi-Strategy Fund
Tactical Select Allocation
Real Estate Fund
Reserved Private Credit Fund
Blackstreet, offers a complete range of investment products in the main banks and investment houses in the United States, such as: J.P. Morgan, Goldman Sachs, Morgan Stanley and StoneX.
info@blackstreet.cl
A Life Settlement is the purchase of a life insurance policy at a discount from its death benefit amount from an insured who no longer needs or wants the policy.
Investors in life settlements hold portfolios made up of or secured by life insurance policies. Backed by US life insurance companies with high credit ratings (e.g. A, AA and AAA), the policies can be understood as highly rated zero-coupon bonds purchased at discount where the value increases as the maturity date approaches.
As cash flows are based on mortality events of individual policy holders, investment returns are independent of the economic cycle and traditional financial markets.
Life Settlement investments offer an annualized yield target of between 9% to 11%.
Brochure
www.harbor-ithaka.com/wealth-management/
A properly constructed real estate portfo-lio should invest among different real estate sub-asset classes and strategy types, then guide its manager selection and allocation according to its macro cyclical and secular views and over all risk and return targets. Good strategy and manager selection and adequate diversification is even more important as most of the offerings in real estate are illiquid. One or two under-performing funds should not be enough to deviate the real estate portfolio from its targeted returns.
Harbor Ithaka’s Tactical controlled Allocation Real Estate Fund manages to construct a prudent portfolio with top managers working within the most risk-controlled segments of the asset class. It also seeks to incorporate managers with strategies able to harvest the specific opportunities available at any period in the economic cycle. Finally, it looks to satisfy basic issues that are important to private investors and their advisors such as the liquidity available to private investors and the requisite rigorous analysis and due diligence.
The Tactical Select Allocation Real Estate Strategy seeks to enable private investors to attain Risk Conscious Endowment Style Real Estate Investment
Tactical Select Allocation Real State Fund investments offer an annualized yield target of between 7.5% to 15%.
Brochure
www.harbor-ithaka.com/wealth-management/
The fund seeks to allow non-institutional size investors participation in the more conservative segments of the private credit space without surrendering the benefits of broad strategy and manager diversification, as well as initial and continuous manager due diligence. The focus is on generating optimal yield within the bounds of a capital preservation focus.
Private Credit: Post GFC regulatory changes have limited the traditional functions of banks, creating new opportunities for non-traditional private lenders. Additionally, a decade of almost continuous monetary stimulus and a number of structural changes such as the adoption of passive fixed income investing, has distorted risk pricing in the public markets: An indiscriminate rush for yield has left traditional investors with portfolios that are less diversified and afflicted by poor risk-return asymmetries: Historically low yields have become disconnected from fundamentals. The fund seeks to offer an alternative to prudent minded investors.
Target annualized return: 7.5%
Brochure
www.harbor-ithaka.com/wealth-management/