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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  30 September 2014Fund
Cumulative Distributions since Inception40.16%
Annualized Distributions since Inception3.83%
YTD Distributions1.82%
3 Month Distributions0.63%
3 Months Distributions (annualized)2.50%
6 Months Distributions (annualized)2.26%
1 Year Distributions2.57%
2 Year Distributions (annualized)2.94%
3 Year Distributions (annualized)2.81%
5 Year Distributions (annualized)2.76%

Risk Level

 

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