Yacht investment research
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Margin Compression and the Hurdle Rate
The 10 year US inflation-indexed Treasury yield was 2.85 per cent on 24 September 2026 and the ECB deposit rate is 2.50 per cent. On published figures, a five year charter income programme returns between minus 4.1 and plus 0.9 per cent a year.
September 28, 2026
The Owner-Operator Split
TMM pays owners 75 per cent of charters it books and bills every cost back at published rates. On a 46 foot catamaran the fixed floor is 26,330 dollars a year before insurance, maintenance or a single booking.
September 28, 2026
Popular
HNW Yachting Trends
Analysis of high net worth yachting lifestyle trends, market preferences, and investment implications for luxury yacht investors.
December 18, 2024
Yacht Industry Economic Impact
Analysis of the yacht industry's economic impact, market contributions, and investment implications for stakeholders and investors.
January 6, 2025
Fractional ownership
Fraction or Fund
A structural comparison of fractional yacht ownership, syndication and pooled fund structures: governance, exit, valuation and who each one actually suits.
July 9, 2026
Democracy at Sea
Discover why fractional yacht ownership transforms luxury vessels into floating committee meetings that satisfy no one, and how professional fleet management provides superior operational outcomes.
January 15, 2026
Cost of ownership
Cost Per Day of Use
The US Coast Guard's boating survey puts average use at 19 days a year across all owned boats. Divide a published annual cost stack by that and the cost of a day aboard is the figure no brokerage quotes.
September 9, 2026
Yacht Depreciation
Two brokerages publish a five-year depreciation figure of 40 to 50 per cent. One means the loss and the other means the residual. That single ambiguity is twenty percentage points of value on the same hull.
September 9, 2026
Charter income and returns
The Negative Capital Leg
On a published guaranteed income worked example, five years of payments return 45 per cent of the purchase price. The boat must then sell for about 61 to 67 per cent of what it cost just to get the owner's money back.
September 28, 2026
Margin Compression and the Hurdle Rate
The 10 year US inflation-indexed Treasury yield was 2.85 per cent on 24 September 2026 and the ECB deposit rate is 2.50 per cent. On published figures, a five year charter income programme returns between minus 4.1 and plus 0.9 per cent a year.
September 28, 2026
Charter management
Manager Diligence
How to separate a competent yacht management company from an expensive one: incentives, fleet scale, accounting transparency and the clauses to demand.
May 14, 2026
Programme Economics
Fixed-payment, revenue-share and performance charter programmes compared on published operator terms, plus an honest look at what an owner actually nets.
April 23, 2026
Alternative assets
Buying the Drawdown
Official institutions took 288.9 tonnes in the second quarter of 2026 while private funds sold. Gold is 21.8 per cent below its January peak. The divergence is the signal, not the price.
September 16, 2026
The Private Dollar
De-dollarisation is real in the payments layer. The rails being built to replace correspondent banking are overwhelmingly dollar denominated and privately issued, which is a different problem entirely.
September 12, 2026
Market intelligence
Yield on Cost
Cruising catamaran values have repriced further than charter earning power. That gap, not charter growth, is what a fund formed in 2026 is actually underwriting.
September 23, 2026
Follow the Allocation
Institutional infrastructure targets hit 6.2 per cent in 2026, implying roughly $441 billion of incremental capital. The marine market is showing the same signature: fewer transactions, higher values, sharply higher utilisation.
September 19, 2026
Living with a yacht
Luxury Watches for Yachting
A comprehensive guide to selecting the perfect luxury watch for yachting, blending style, functionality, and durability for the discerning maritime enthusiast.
August 21, 2025
Luxurious Charter Yachts
Discover the unparalleled luxury and bespoke experiences offered by the world's most exclusive charter yachts, from superyachts to intimate sailing vessels.
January 20, 2025
All Articles
| Title | Description | Date | Reading Time | |
|---|---|---|---|---|
| The Negative Capital Leg | On a published guaranteed income worked example, five years of payments return 45 per cent of the purchase price. The boat must then sell for about 61 to 67 per cent of what it cost just to get the owner's money back. | 9/28/2026 | 8min |
| Margin Compression and the Hurdle Rate | The 10 year US inflation-indexed Treasury yield was 2.85 per cent on 24 September 2026 and the ECB deposit rate is 2.50 per cent. On published figures, a five year charter income programme returns between minus 4.1 and plus 0.9 per cent a year. | 9/28/2026 | 8min |
| The Owner-Operator Split | TMM pays owners 75 per cent of charters it books and bills every cost back at published rates. On a 46 foot catamaran the fixed floor is 26,330 dollars a year before insurance, maintenance or a single booking. | 9/28/2026 | 8min |
| Yield on Cost | Cruising catamaran values have repriced further than charter earning power. That gap, not charter growth, is what a fund formed in 2026 is actually underwriting. | 9/23/2026 | 7min |
 | The Charter Rate Card | Under the MYBA charter agreement the advertised weekly fee buys the vessel, the crew's wages and the insurance, and nothing else. Fuel, berthing, food and harbour dues are paid on top through an advance provisioning allowance of 20 to 35 per cent. | 9/21/2026 | 7min |
 | Charter Seasonality | Across 9,369 vessels listed for 2026 the average charter week is 5,908 euro, but Croatia's best week is 52 per cent above its worst. The Caribbean runs the calendar in reverse, peaking in March when the Mediterranean is empty. | 9/21/2026 | 7min |
| Charter Utilisation | Across 7,843 vessels with live booking lists the 2026 average booking rate is 40.78 per cent of the year, or 20.8 weeks. The platform publishing it warns the figure is inflated by maintenance blocks marked as reserved. | 9/21/2026 | 8min |
| Follow the Allocation | Institutional infrastructure targets hit 6.2 per cent in 2026, implying roughly $441 billion of incremental capital. The marine market is showing the same signature: fewer transactions, higher values, sharply higher utilisation. | 9/19/2026 | 7min |
| Buying the Drawdown | Official institutions took 288.9 tonnes in the second quarter of 2026 while private funds sold. Gold is 21.8 per cent below its January peak. The divergence is the signal, not the price. | 9/16/2026 | 7min |
| The Private Dollar | De-dollarisation is real in the payments layer. The rails being built to replace correspondent banking are overwhelmingly dollar denominated and privately issued, which is a different problem entirely. | 9/12/2026 | 7min |