Institutional Investments

Institutional Investment Offerings

Blue Pacific Wealth Management offers exclusive funds that are only available through certain advisory firms. 

Below are institutional funds available to our clients:



Griffin Institutional Access Real Estate Fund
The Fund strategically invests in an actively-managed combination of large, established private real estate funds and public real estate securities.

Fund Performance:
Current Distribution/Yield = 5.22%
Class I Shares (GRIFX) Annualized Returns Through Dec. 31st 2019 Since Inception = 6.8%
https://www.griffincapital.com/griffin-institutional-access-real-estate-fund/performance


Griffin Institutional Credit Fund
The Fund strategically invests in an actively managed, diversified portfolio of credit instruments, which may include bank loans, high-yield bonds, structured credit, middle-market direct lending, and non-performing loans.

Fund Performance:
Current Distribution/Yield = 6%
Class I Shares (CRDIX) Annualized Returns Through Dec. 31st 2019 Since Inception = 5.86%
https://www.griffincapital.com/griffin-institutional-access-credit-fund/performance-x22091


CION ARES Diversified Credit Fund
The Fund dynamically invests in a globally diversified portfolio of liquid and illiquid credit assets.

Current Distribution/Yield = 5.36%
Fund Performance:
Class I Shares (CADUX) Annualized Returns Through Dec. 31st 2019 Since Inception = 7.22%
https://www.cioninvestments.com/products/cion-ares-diversified-credit-fund/#I


Bluerock Total Income+ Real Estate Fund
The Fund allows individuals to invest in private, institutional real estate securities alongside some of the nation’s largest endowment and pension plans.

Current Distribution/Yield = 5.36%
Fund Performance:
Class I Shares (TIPWX) Annualized Returns Through Dec. 31st 2019 Since Inception = 7.42%

Performance


Sharpe Ratio = 6.25


Pimco Flexible Credit Income Fund
The fund utilizes a flexible, multi-sector credit strategy and can provide access to less liquid investment strategies given its limited expected share repurchases in an attempt to provide risk-adjusted returns and current income.

Current Distribution/Yield = 8.24%
Fund Performance:
Class I Shares (TIPWX) Annualized Returns Through Dec. 31st 2019 Since Inception = 8.31%
https://www.pimco.com/en-us/investments/interval/flexible-credit-income-fund/inst


Preferrred Apartment Communities Preferred Shares
Directly-issued preferred shares with warrants of publicly-traded REIT (NYSE: APTS).

5-Year Fixed Distribution/Yield = 7.82%
Fund Performance:
Annualized Returns Through Dec. 31st 2019 Since Inception = 7.82%

$1.5B Offering Overview


Bluerock Preferrred Shares
Directly-issued preferred shares of publicly-traded REIT (NYSE: BRG).

5-Year Fixed Distribution/Yield = 7.82%
Fund Performance:
Annualized Returns Through Dec. 31st 2019 Since Inception = 7.82%

New Investors




About Direct Institutional Investments

Direct institutional investments, also referred to as “interval funds”, have the potential to improve the risk and return profile of a portfolio. Investing in institutional interval funds can provide access to a broader set of investments and strategies beyond traditional investments, which may help grow an investor’s total return.

Institutional funds typically are designed to offer the following potential benefits:
• Income
Primarily derived from investing in income producing institutional real estate investment funds.

• Portfolio Diversification
To seek a combination of current income, capital preservation and long-term capital appreciation.

Daily Net Asset Value (NAV)
The Fund’s NAV is calculated and published each day after the close of the New York Stock Exchange.

• Liquidity
The Fund’s interval structure allows for the redemption at NAV of a stated portion of outstanding shares each quarter.

• Capital Appreciation
Sought through the selection of investments that provide the opportunity to achieve long-term growth with low to moderate volatility.

• Low Correlation
The Fund strategically invests in a combination of institutional, private and publicly traded real estate investments that may be lower correlated to the broader equity and fixed income markets.

• Low Volatility
The Fund primarily invests in institutional private equity real estate which has historically experienced less volatility than the broader markets.

Income – An investment strategy that seeks to provide a steady stream of current income, or yield, over time.




Institutional investments include a spectrum of assets, strategies and structures, each designed to deliver different benefits. Institutional investments strategies, while not guaranteed, may help meet specific objectives and complement a traditional portfolio allocation.

We Are A Fiduciary

We Are A Fiduciary

Our services are offered through Shorebreak Capital, LLC., A Registered Investment Advisor, which abides by a strict fiduciary standard, always acting in the best interest of our clients. Mr. Bourgeois is Principal of Shorebreak Capital, LLC.
We Do Not Sell Investment Products or Charge Commissions

We Do Not Sell Investment Products or Charge Commissions

We are compensated for our services by advisory and portfolio management fees only,  eliminating potential conflicts of interest and offering investment and financial planning solutions with 100% transparency.

We Help You Achieve Your Goals

We Help You Achieve Your Goals

In the end, it’s all about reaching goals. We focus on our clients’ goals and give them true consideration and thorough recommendations.