My Tools

  • Loans Calculator

    Calculate the loan amount you can borrow or alternatively, the monthly payments you can afford.

    How much can i... borrow afford
    KD

    You can borrow only a maximum amount of.

    Calculate

    Rate of interest is 5.0% pa.

    KD
    KD
    24 Months

    Adjust repayment tenure to change EMI

    This is for demonstrative purpose only. Call 1801801 or visit a branch for exact calculations.

  • Term Deposit Calculator

    This is for demonstrative purposes only. Call 1801801 or visit a branch for exact calculations.

  • I would like to apply
  • Branch / ATM Locator
  • Al Jawhara

    Al Jawhara, Kuwait's Best Prize!

    KD
    Calculate

    The minimum deposit is KD 50 and for 1 month. Terms & conditions apply.

  • Weather

    oC Feels like
    oC

    Humidity %
    Wind From
    Wind Speed kph
    Sunrise
    Sunset
    Updated:
  • Prayer Timings

    Kuwait Prayer Times
    Monday,March 2,2015

    • Fajr 04:52 AM
    • Sunrise 06:13 AM
    • Dhuhr 12:01 PM
    • Asr 03:20 PM
    • Maghrib 05:48 PM
    • Isha 07:18 PM
  • Ask a Question
  • Market Indices
    Price: 8900
    Open: 890High: 900
    Low: 890Close: 890
    Volume: 470,586
    • Summary
      StatusIndexChange %Volume
      Market Closed6446.80 266,838,268
    • Top Gainers

      Company Chg. % Cur. Price
      QURAINHLD1011
      SAFTEC9.4358
      NCCI9.26118
      AAYANRE9.09108
      GINS7.14600
      SOOR6.94154
      ZAIN 96545.50
      ABAR5.81182
      FUTUREKID5.26120
      ACICO5315
    • Top Losers
      Company Chg. % Cur. Price
      SGC-8.47108
      ARKAN-7.46124
      ALMAL-7.0433
      ASC-5.88400
      Mashaer Holding-5.80130
      MRC-5.7582
      HAYATCOMM-5.4170
      IPG-5380
      FCEM-576
      SPEC-4.48128
    • By Volume
      Company Volume Price
      GFH`R19,659,55024.50
      AAYAN`R14,820,28473
      BAYANINV`R12,187,23166
      MAYADEEN`R11,658,60034.50
      BIIHC`R9,969,34779
      MAZAYA`R9,808,255140
      ALIMTIAZ`R8,584,47281
      VIVA`R8,218,602800
      INVESTORS`R7,151,57736
      ZAIN`R6,957,649530
  • Currency Converter

    Error: Generic error message here.

    10000

    Click here to view the Currency Rates

Watani US Real Estate Income & Growth Fund

 

Overview

Objective & Strategy

The investment objective of the Fund is to seek current income and capital appreciation from a portfolio of investments in U.S. real estate and real estate related assets while preserving capital. The Fund is a long-term investment vehicle designed to achieve an expected IRR between 11-14% per annum with an expected annualized net distributable dividend yield of money market returns during the Investment Period and 8 -10% thereafter.

The Fund will pursue its objective by investing in a well-diversified portfolio of Direct Real Estate Investments such as office, industrial, retail and multi-family sectors. In addition, the Fund will invest in Mezzanine Debt Investments, Commercial Mortgage-Backed Securities and Real Estate Investment Trusts to provide both current income and potential capital appreciation.

Investment Features

  • Well-diversified portfolio of U.S real estate investments.
  • US Dollar denominated.
  • Quarterly income distribution
  • Quarterly subscriptions and semi-annual redemptions (after an initial 3-year lock-up period).
  • Managed by one of the world's top real estate managers.
Performance As of  31 December 2013Fund
Cumulative Distributions since Inception38.35%
Annualized Distributions since Inception3.93%
YTD Distributions3.49%
3 Month Distributions0.76%
3 Months Distributions (annualized)3.00%
6 Months Distributions (annualized)3.02%
1 Year Distributions3.49%
2 Year Distributions (annualized)3.11%
3 Year Distributions (annualized)2.87%
5 Year Distributions (annualized)2.71%

Risk Level

 

Got Questions?

 

Send to a Friend Print this page

Send to a Friend