A Safe Harbor for Investor Capital
Safe Harbor Equity is an opportunistic private equity firm that strategically acquires, originates, manages and repositions performing and nonperforming asset-backed real estate mortgages up to $20 million.
With a proven track record of success navigating the complexities of the distressed debt space, Safe Harbor Equity seeks to preserve investor capital while targeting IRR’s of 20% or higher by leveraging highly sophisticated, bleeding-edge analytical techniques, coupled with decades of collective experience, to provide its investors superior returns that are uncorrelated with market volatility.
Founded in 2005, the firm to date has launched three funds focused on investing in real estate debt. Leveraging its extensive contacts in the secondary markets for residential and commercial real estate loans; the investment banking and private equity communities, and the commercial and residential real estate sectors in general, Safe Harbor Equity leverages its extensive network to source deals and seize upon unique opportunities wherever they may arise.
Safe Harbor Equity affords investors looking to diversify their portfolios with an effective, alternative investment strategy that has consistently outperformed the market and is backed by commercial and residential real estate assets.
We provide lenders with an efficient and time-tested methodology of resolving impaired residential and commercial real estate loans, allowing for financial institutions to recoup losses while clearing out under-performing loans from their ledgers.
Our firm provides capital solutions to borrowers looking for faster and more specifically tailored loans than those you would find at traditional financial institutions. We also have the ability to be creative and flexible with repayment options.
Safe Harbor Equity provides investment capital to litigants and law firms to help manage legal costs and attain the best possible legal outcome. Investors are provided the opportunity for a diversified asset class uncorrelated to the broader markets.
We provide corporate credit and loan options for to growth-oriented businesses with well positioned business prospects and strong leadership often for underserved or credit-constrained clients. Our solutions are varied to meet the needs of our borrowers through flexible structures to better support their business needs.
Safe Harbor invests in debt securities across the capital structure, including senior bank loans, high yield bonds, mezzanine debt, JVs and distressed debt securities. We believe that a diversified portfolio provides our clients with opportunities to generate income while preserving capital.
Partner. Collaborate. Grow Together.
IN THE COMMUNITY
At Safe Harbor Equity, we recognize that we play a role in improving this growing and increasingly diverse community. We do that through social engagement, high ethics and oversight, and environmental awareness.
Our investments can have an impact on the environment, and specifically, the environment where we work and live. As such we are prohibited from borrowing money to invest in raw land, gas stations and real estate with environmental concerns.
Safe Harbor has a role to play in making our community better. Our principals and employees are involved in several volunteer organizations and non-profits throughout South Florida.
We have many investors, clients and business partners that expect us to act with the highest ethical standards. They have entrusted us to make informed investment decisions within each fund. As such, we have adopted a code of ethics that each of our employees, contractors, and consultants adhere to when conducting business for Safe Harbor Equity. Click on the links below to learn more about our policies and procedures:
Evaluating Distressed Debt in the Commercial Real Estate Arena
Safe Harbor Equity’s General Partner, Rafael Serrano, discusses the nuances of investing in distressed commercial real estate debt and the opportunity set that today’s environment presents. Given the Covid-19 economic realities, commercial real estate is expected to go through a significant transformation and distressed opportunities are likely to be plentiful. But you have to understand how to navigate this world, understand the pitfalls and the upside potential.