Analysis List

Objective analyzes alternative funds in a diverse range of fields
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The publication of the list of analyses performed below, does not constitute an investment recommendation nor does it necessarily indicate that the investor who commissioned the analysis decided to invest in the fund. For investors who decide to make an investment Objective will continue to monitor the fund throughout the investment life cycle and provide an annual analysis, subject to the fund’s consent to continue cooperation.

Latest Analysis

Altshuler Shaham Yanshuf (Master)
Altshuler Shaham

The fund invests in hedge funds in different investment strategies, in accordance with the investment preferences of Altshuler Shaham investment house. In addition, the fund will invest in accordance with the macroeconomic changes, which may affect the fund's risk-return indicators. The fund is invested in the portfolio funds, some of which are partially owned by Altshuler Shaham and in other hedge funds that fit the fund's investment strategy.

More Funds by Altshuler Shaham Investment House:
Orca Long
Finova Capital

Raising Capital

ARC Fund IV
Avenue Realty Capital

Real Estate Fund | July 2022

ARC Fund IV
Avenue Realty Capital

The fund invests in multifamily residential real estate alondside local operating partners.
The properties are located in the "tri-state" area of the New York metropolitan area -
New York City, New Jersey and Connecticut. The fund invests in the middle-market, in terms of the volume of investments and the size of the assets and will focus on areas that are likely to benefit from a rapid price increase compared to other areas.

Raising Capital

Electra America Multifamily Fund IV
Electra Real Estate

The fund invests in the acquisition of Multifamily assets, primarily in the southeastern United States, and works to improve, operate and eventually sell them. The fund will invest in properties with substantial improvement potential that are not in accordance with the value of the property in the market, both due to the physical condition of the properties and/or inefficient management.

Read more on real estate funs by Electra Real Estate:
IBI Pillar Single 2
Electra Capital PM Debt Fund
Electra America Hospitality REIT

Raising Capital

Pagaya SmartResi Fund II
Pagaya Technologies Ltd
.

Real Estate Fund | June 2022

Pagaya SmartResi Fund II
Pagaya Technologies Ltd
.

The fund's goal is to use Pagaya's artificial intelligence technology to identify specific areas in the US where housing prices are likely to rise above market prices. Renovate, rent them and finally create an asset portfolio and sell it at the end of the investment period, as a group

Raising Capital

Ogen Fund
Phoenix Insurance Company

Credit Fund | May 2022

Ogen Fund
Phoenix Insurance Company

The fund invests in corporate credit in the United States, through the purchase of CLO bonds with an international BB rating. The fund invests in CLO bonds both at the time of their issuance (the primary market) and after their issuance (the secondary market).
The fund focuses on a "buy-and-hold" strategy until maturity, and therefore invests in portfolios managed by executives who are considered Tier 1. Each CLO consists of hundreds of core assets, which are bank loans to companies with variable interest rates, usually from syndication of loans from several banks. The fund focuses on the mezzanine layers and the BB rating layer.

Raising Capital

Lexington Capital Partners X + Feeder
Lexington Partners

The fund will acquire global private equity interests through negotiated secondary market transactions.
The investments will be composed by: sectoral diversification, gegraphical dispersion, diverse vintage years, various fund managers and strategies.

Raising Capital

LCN European Fund IV
LCN Capital Partners

Real Estate Fund | May 2022

LCN European Fund IV
LCN Capital Partners

The fund has two main investment strategies: the first, Sale-Leaseback, which focuses on purchasing real estate assets from companies and leasing them back to those companies on a long-term contract (an average of 17.8 years). The second, Build to Suit, long term leases include index-linked or fixed-rate components and the contracts are of the NNN type, so the fund is not exposed to real estate property expenses. The real estate properties are diverse - logistics centers, HQ offices, manufacturing sites, commercial areas, etc.

Raising Capital

HUD Fund
Pi Financial

Credit Fund | April 2022

HUD Fund
Pi Financial

The fund invests in bridge loans for a period of up to 36 months, to finance income-producing real estate assets, primarily in the healthcare sector in the United States.
Assets that are about to enter the process of obtaining government-guaranteed funding from the Federal Housing Authority ("HUD"). The bridge loans are intended to finance the period of the assets preparation for the HUD review process. The loans are a first mortgages lien on the real estate assets and with an LTV ratio of up to 85%.

Raising Capital

IBI Volcano Investments
IBI Investment House

The fund focuses on providing short-term bridge loans from 3 to 9 months, to large and well-known real estate companies, aiming to purchase income-producing real estate properties in the US, which are rated as A Class Assets, usually rated AAA.
The loans are intended for the purpose of completing financing for a short-term transaction - to bridge the period in which the borrower deals with the bank/other financial entity and arranges regular financing. The loans provided by the fund are backed and secured at several levels, both at the asset level and the borrower level.

Raising Capital

discliamer

  • The analyses published on this Website are based on data obtained by the analysis editor from fund managers which include answers to questionnaires provided to them, various documents provided by the fund on request, market and trading data from the trading systems, if any, and opinions that reflect the subjective point of view of the analysis editors alone, but which to not address the investment’s adequacy to the needs of a particular investor, or in general.
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