INVESTMENT in Maritime
Strategic Investment in Commercial Maritime Assets
Equity Participation in Bulk Carrier Vessel Ownership
This initiative offers qualified investors an exclusive opportunity to participate in the ownership and operation of modern bulk carrier vessels through a secure, asset-backed structure designed to ensure stability, transparency, and consistent income generation.
The program allows investors to participate with an equity share of up to 35%, joining a fully managed maritime project that generates returns from day one through a long-term, pre-secured Time Charter (TC) with a reputable A1-rated charterer.
Project Overview
Each investment is structured around the acquisition and operation of a Handymax or Ultramax-type bulk carrier, less than ten years old and built in Japan or China.
The vessel is employed under a five-year fixed Time Charter to a top-tier charterer, ensuring stable income and long-term employment.
Each project is executed through a Special Purpose Vehicle (SPV), established as the owning entity for the vessel.
This entity serves as the vessel’s owning company, handling all contractual, legal, and financial aspects of the project.
Operational and technical management are entrusted to a professional ship management company, ensuring full compliance with the highest international standards of safety, efficiency, and environmental performance.
The vessels that are offered - depending on vessel availability at the time of your final decision - will be less than 10 years old, a bulk carrier capable of transporting all cargo types of categories A, B, and C in accordance with the IMSBC Code.
The Protection & Indemnity (P&I) and Hull & Machinery (H&M) insurance coverage will be provided under Gard International Co (https://gard.no).
The market valuation of all vessels is carried out by the respective sellers and cross-verified through Vessel Value (www.vesselsvalue.com), for final approval by financiers and charterers.
Investment Structure
- The Investor contributes equity participation of up to 30% of the vessel’s value.
- The remaining acquisition cost is provided by a Financier, acting as a passive equity partner.
- A five-year Time Charter is secured prior to acquisition, ensuring guaranteed employment and predictable cash flow.
- Charter proceeds are distributed according to a fixed structure, covering operating costs, loan servicing, and investor profit.
- At the end of the term, the Investor obtains full vessel ownership, subject to the agreed balloon payment(*).
(*) The balloon payment is structured within the project’s financial plan to be fully covered by the charter income generated during the five-year period, allowing the Investor to achieve full ownership at the end of Year 5, as the balloon payment is structured to be covered from the project’s accumulated earnings, without requiring additional external capital.
Strategic Advantages
Guaranteed Employment: Each vessel operates under a long-term charter with a top-tier operator.
Limited Capital Exposure: Investors participate with only a portion of the total vessel value (up to 30%).
No Bank Debt: The structure eliminates personal guarantees and banking exposure.
Asset-Backed Security: The investment is tied to a tangible, high-value maritime asset.
Professional Management: All technical and commercial operations are handled by experienced maritime professionals.
Attractive, Stable Returns: Returns are derived from fixed or index-linked charter income.
Path to Ownership: Investors achieve full ownership at the end of the term, financed by project proceeds.
Exit Flexibility
The investor may choose to exit the project at any time by selling the vessel, provided a buyer is secured and a sale price is agreed.
In such a case, the Financier’s remaining balance and any outstanding operational obligations will be settled from the sale proceeds.
Any remaining surplus becomes the investor’s profit, enabling an early exit and immediate capital gain without affecting the project’s financial structure or charter commitments.
- The Financier’s outstanding balance is settled from sale proceeds.
- All operational obligations are fulfilled prior to transfer.
- The Investor retains no liability toward the charterer.
- This provides both liquidity and flexibility, without disrupting the project’s financial balance.
Investor Benefits
- Access to the global shipping industry through equity participation.
- Predictable returns supported by long-term charter employment.
- No direct operational involvement (fully managed structure).
- Optional early exit or full ownership at term end.
- Risk-mitigated, asset-secured investment with tangible value.
Summary
This program offers a professionally managed, low-risk entry into the maritime sector, providing investors with stable returns, strong asset security, and an achievable path to vessel ownership.
Through a transparent structure, proven charter arrangements, and expert management, participants gain exposure to one of the world’s most resilient and essential industries - commercial maritime transport - while benefiting from structured equity participation and asset-backed growth within a professionally managed maritime framework.

Subject to remaining uncommitted to any ongoing project.
Currently, four (4) Japanese-built Handymax vessels, constructed in 2015–2016 (8 - 9 years old), are available for acquisition.
Each vessel is priced at $18,000,000
The investment amount per vessel is $5,400,000, representing approximately 30%.
Each vessel is expected to be employed under a Time Charter (TC) at approximately $14,000 per day, equivalent to an annual gross charter income of about $4,970,000, based on 355 trading days per year and current market levels.
All vessel operating expenses, financing obligations, and the final balloon payment of $6,500,000 (due in Year 5) are structured to be fully serviced from the vessel’s charter income within the SPV, ensuring that the investor’s equity remains fully unencumbered throughout the investment term.
The investor receives the following yearly cash returns:
Year 1: $657,750
Year 2: $1,017,050
Year 3: $949,379
Year 4: $879,678
Year 5: $7,559,340
Total (in 5 years): $11,063,197
During the operational period (Years 1- 4), the investor enjoys consistent annual surpluses.
The major profit realization occurs in Year 5, upon the vessel’s sale.
The total collected amounts to $11.06 million, resulting in a net profit of approximately $5.56 million on an investment of $5.4 million.
This corresponds to a Return on Equity (ROE) of aprox 103% over five years, or an average annual ROE of aprox 20.60%.
Right to Sell the Vessel
The Investor also retains the right to sell the vessel at any time during the investment horizon
In the event of an early sale:
- Investor pays the outstanding finance balance (including any remaining balloon).
- Investor keeps the full profit from the sale.
Right of Extension
At the end of Year 4, the investor retains the option to extend the time charter for an additional two (2) years under revised commercial terms, depending on prevailing market conditions.
Conclusion
This investment structure offers a secured, asset-backed entry into the commercial maritime sector through a special purpose vehicle (SPV), ensuring transparency and full financial control.