Barak Finance

Barak Finance Group is a leading and growing development and real estate holdings group that serves as a one stop shop in the fields of investments, insurance, real estate, finance and mortgages. The group focuses on innovation and provides its customers with sophisticated and diverse investment platforms, and comprehensive insurance solutions tailored to their specific needs.

Investments

The investment division of the group raised over NIS250 million. The group focuses on the real estate sector, insurance, technology companies and startups. The funds were established independently and organically as part of the group’s core activities in the fields of insurance, real estate development and technology. The group manages and operates specifically designated funds. The company invests a great deal of effort and equity capital in research and development activities for the benefit of locating, analyzing, and managing investments, including clear risk management. As part of risk management, investors can participate in and benefit from these sectors with low and clear risks.

Real Estate

Barak Finance Group owns approximately 3,000 housing units in Tel Aviv and Gush Dan area. The company focuses on initiating and marketing real estate with an emphasis on urban renewal. The group owns the Nofach Daniel company that manages about 3,000 housing units in various stages across the country, and its managers have nearly 30 years of experience in initiating and managing real estate projects in demand areas. The projects undergo proper inspections by the best professionals in the real estate industry and are carried out at the highest level. Currently, Nofach Daniel promotes large-scale projects in prime locations in Givatayim, Petah Tikva, Holon, Bat Yam, and Tel Aviv.
Notable Projects
• 71 Jabotinsky St., Givatayim • Bereshit Mizpe Kochavim, Givatayim • 20 Herzog St., Bat Yam
• Hadrim project, Petah Tikva • Nehalim Davidoff Park, Tel Aviv-Yafo • E Green, Bat Yam • Herzfeld, Holon
• Heritage Center of Syrian and Lebanese Judaism,Holon

Personal Wealth Management

The group’s experts identify the overall assets owned by the clients and leverage the money with profits of tens and hundreds of thousands NIS, using reputable and reliable investment funds. One of Barak Finance’s most significant advantages regarding personal wealth management is the fact that instead of going to different types of advisors, such as mortgage advisors, insurance agents, or real estate agents, Barak Finance created a financial and insurance umbrella for the client, so they can view a comprehensive picture of their financial situation at a glance.

Insurance Agency

Barak Finance is an agent organization consisting of 70 insurance agents working under the guidance of the group. These agents manage over 28,000 insurance policies annually, with a total volume of more than NIS3 billion. The service of the group’s insurance experts includes an in-depth and thorough analysis of the existing insurance portfolio, a review of all the solutions that may be relevant and the design of an insurance portfolio that is well adapted to the client’s needs.

Group Activity

NadlaHon Fund
NadlaHon Fund focuses on urban renewal projects in Tel Aviv and Gush Dan area. The fund raised approximately NIS120 million and has been operating for approximately 3 years. Investing in the fund allows the investor to benefit from a similar transaction to a real estate transaction without actually executing a sale transaction, reducing expenses associated with direct real estate investments, such as purchase tax, improvement levies, and other fees. An investor will only pay a 15% capital gains tax. Investing in a real estate-backed fund within the framework of urban renewal projects in Tel Aviv and Gush Dan area provides the investor with the opportunity to earn a profit from the increase in value and a fixed income without having to manage the property and all that goes along with it. In addition to a mortgage lien on his name, the investor receives a substantial guarantee from the investment fund, just like a lending bank and according to the law of sale. This regulation allows the investor full transparency of the fund’s conduct. With this fund, one can invest in real estate in a similar way to buying a house, without having to deal with all the pitfalls of purchasing a house, such as taxation and additional construction costs, while remaining flexible, since it is an alternative investment rather than a sale. In contrast to real estate transactions, the return can be received in a variety of ways. Investors can receive payouts according to their choice - throughout the investment period, at the end, or both. Investors’ money is insured by a bank accompanying each project in the fund.

Sapir Fund Sapir Fund focuses on the field of insurance, by raising funds for the purpose of buying insurance portfolios and growing them. The fund raised about NIS90 million and has been operating for about 10 years. This is the only fund in Israel that allows you to invest in the field of insurance through a unique model, one which is profitable on the one hand and backed by collateral on the other, so the company’s customers will benefit from maximum returns as well as enhanced security and guarantees. The investment is liquid and conducted with complete transparency. The profits generated by the portfolios come from the largest and most stable entities in the economy - Israel’s leading insurance companies and investment institutions.
The fund allows its clients to invest in a variety of insurance and pension portfolios that yield a constant and stable cashflow, over the long term. The company’s insurance portfolios are managed by it for the benefit of its investors. This combination creates a situation where Sapir Fund customers are provided with the best securities.

Heznek Fund An exclusive fund that allows its clients to invest in innovative companies and start-ups that possess the potential to succeed. The investment funds are offered to entrepreneurs and startups at the beginning of their journey when they are raising capital for further product development. The fund provides selected startups with research and development grants, investment funds for the needs of establishing incubators and laboratories, and much more, and its profits are based on early identification and the purchase of shares at an attractive price - which skyrockets after the company matures and realizes its potential. As of today, the fund invests in several startups from the worlds of IT and biotech, among which are:

Betalin - A company that developed a breakthrough technology in the field of diabetes which allows cells that produce insulin to be transplanted in patients with diabetes.

CyWat Technologies - A group of entrepreneurs and experts developing a revolutionary solution for ensuring the quality of water reservoirs. Using this monitoring, water suppliers around the world will be able to prevent water pollution incidents in real time and ensure public health and safety.

Mortgage Consulting

Barak Finance Group developed an innovative method for obtaining a mortgage at the best terms in the market. The group provides mortgage consulting services for a variety of needs, including the purchase of a first apartment, housing improvement, investment apartment, loan consolidation and mortgage refinancing. The company collaborates with all banks and insurance companies, and to date, hundreds of satisfied customers have benefited from the optimal mortgage guidance they received from Barak Finance experts.