Yossi Barak

What recent key move did you lead?
In recent years we have led the strategic move of expanding and diversifying the group’s activities, including establishing the innovative model “Up to One Third of an Apartment” – a platform that enables a partial acquisition of a real estate asset in a full legal and financial partnership, adapted to the needs of the new generation of investors.

This move has made real estate accessible, for the first time, for low capital investors as well, while maintaining safety, transparency, and flexibility. This is a real and viable solution for the housing crisis and the gap of opportunities in the market. Simultaneously, we have expanded our activities into the fields of entrepreneurs financing, which enables us to offer a wider range of solutions and lead an additional move – developing a personal investments map, which provides clients a tailored, stable, and wide-ranging long-term route. Thus, we are realizing our vision: to invest from social responsibility and lead smart and established business growth.

The right investment starts with the deep understanding of the person behind it.

What are the company’s strongest attributes?
The group’s strongest attribute is its people – comprised of both our team and our investors. We manage a comprehensive service pack under one roof – investments, financing, insurance, real estate, and support, while combining field control, technological innovation, and a holistic view of the client’s needs.

We hold both insurance and investment house licenses as well as an independent urban renewal and non-bank credit fund arm that enables us to control all the aspects of the transaction, from idea to execution.

Additionally, our investors community is a true anchor: loyal investors that act as the group’s ambassadors and accompany new investors on their path. This is a living testimony of strength, community, and the complete trust in the results we can deliver.

Which of the company’s recent key moves will lead to it becoming stronger over the next few years?
In recent years we have developed and implemented new financial products that emphasize stability and growth, while solidifying our digital marketing alignment in order to increase exposure and brand familiarity.

At the same time, we invested in developing advanced technologies: integrated AI-based systems to streamline internal processes, developed an advanced Salesforce system, and launched an innovative personal area for customers that allows easy access and full transparency to information about their investments.

In the community arena, we continued to build and strengthen our investors community from the understanding they are our natural ambassadors, who help expand our client-base and increase the public’s confidence. Furthermore, we promote real estate projects in prime locations and even acquired the ownership of a real estate development company, a strategic move that will allow us to grow by expanding our control and safety in early investment stages.

Additional plans for expansion are already being processed, aiming to keep establishing the group’s stature as a leader in its field.

We see the next few years as a leverage opportunity to make the group one of the leading private entities in Israel’s investments arena.

What are the main challenges facing the company in the next few years?
Our main challenge is to keep the balance between rapid growth and professional stability, while upholding values of responsibility and transparency.

In an age of rapid regulatory changes, financial fluctuations, expensive living costs, and real estate market delays, we must think out the box and find new and creative solutions that will best suit this dynamic reality.

The investors’ expectations for flexible, stable, and responsible solutions are increasing and we are obligated to offer investment opportunities that connect professional anchors with operational flexibility.

Additionally, we deepen our risk management capabilities as well as regulatory control, as part of the ESG perspective (environment, society, government), from the realization that this is an inseparable part of the future business model.

What would you recommend to an up-and-coming executive?
Don’t be afraid to roll up your sleeves. Know the system, the clients, and your team closely.

Make decisions based on data and numbers – but always use your human intuition and intelligence.

Curiosity, perseverance, and responsibility are your main tools.

Remember, true leadership shows in complicated times, not during the highlights – and always choose to learn and grow.

What should one remember during hardships?
This too shall pass – good and bad times.

During hard times true identity forms: this is the time to show your transparency, inner stability, and right decision making, even if they are not popular.

And mostly, you should always remember why you started. When you maintain your true essence and values, the road ahead is always clear.