The second fund of Arzan Venture Capital (AVC II) has invested in SWVL since the early stages and The value of the investment in SWVL has increased by 11 times approximately , which benefits the investors in (AVC II)

AGM Media Coverage 27/5/2021

Kindly be informed that Arzan Financial Group AGM of the year ended 31/12/2020

Has been done successfully on Thursday 27/5/2021 , Thank you for the great efforts of everyone who contributed to completing this year’s AGM

Proudly, Arzan Financial Group for Financing and Investment is the first company implementing the AGM electronically as an E-AGM via Online in Kuwait

Find the attached files please & you can read more about AGM press coverage.

Thank you …

ARZAN WEALTH ADVISES ON NEW US MEZZANINE LENDING TRANSACTION

08 November, 2020 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised on a mezzanine lending opportunity in the United States, as part of its strategy focusing on investments into debt structures.  This  investment utilizes the innovative Real Estate Index Linked Securities (“REILS”) instrument, which is an amortizing mezzanine loan, and has been structured in a Sharia-compliant manner.

This deal, which is our third REILS transaction, finances the acquisition of a portfolio of two properties located in Ohio and California in USA. The first property will function as a residential wellness/rehabilitation centre spread across 120 acres, and is newly developed to focus on clients struggling with alcohol and drug addiction, as well as any underlying behavioural health issues. It is located in a suburb of Cincinnati, Ohio. The second property is an office building located in downtown Sacramento, the capital of California, and comprises 46,941 sq ft of single-storey space with modern infrastructure and amenities. The building is under renovation and will be leased by The California Highway Patrol (CHP) for 10 years.

The current REILS transaction is structured with a net 9% coupon, payable quarterly, and with an escalating quarterly amortization schedule.  It is expected that at exit, the investors advised by Arzan Wealth will have received around 98% of their investment through quarterly payments alone, and will receive an additional payment at the end of the instrument’s term that is linked to the MVI index of East North Central Division CPI and West-Pacific Division CPI. The total IRR of this REILS investment is structured with a floor of 10.4% and a ceiling of 12.6%, depending on the performance of the index.

Arzan Wealth acted as the Sub Strategic Advisor on the structuring of the REILS instrument and the due diligence of the underlying assets and will continue its advisory role during the holding period of this investment.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“This deal is the third transaction in our growing mezzanine debt platform, which is designed to generate equity-like returns but from the lower risk position of debt instruments.

Our REILS platform is particularly attractive to our investors due to the aggressive amortization schedule that is embedded within the structure, which allows them to quickly reduce the risk of their investment while earning a strong flow of income.

The assets being financed by this REILS transaction, combining a long lease to the State of California with a healthcare asset addressing an undersupplied market, offer underlying stability of income that is not correlated to volatility of the general economy.

During these unprecedented times, with global economies struggling to deal with the coronavirus pandemic, we continue to seek opportunities that preserve and protect the wealth of our clients, while providing them with a very predictable and regular income stream.”

ARZAN WEALTH ADVISES ON ACQUISITION OF A MEDICAL TECHNOLOGY CAMPUS IN USA

18 June 2020 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised its client on the acquisition of a medical technology campus in Orange County, California, USA.

The HQ office campus, located on 9 acres at Aliso Viejo Parkway in Orange County, California, consists of three newly refurbished buildings comprising 159,746sft, and is fully let to Glaukos Corporation on a triple net basis for remaining term of 12 years with an annual indexation of 3%. The campus houses the headquarters offices of Glaukos as well as their primary R&D facilities.

Founded in 1998, Glaukos Corporation is an ophthalmic medical technology and pharmaceutical company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases. Glaukos was the first company to introduce Micro-Invasive Glaucoma Surgery (MIGS), the micro-invasive procedure which revolutionized the treatment and management of glaucoma. Glaukos is a global entity listed in New York Stock Exchange and has a market cap of USD1.7bn (as of Jun 12, 2020).

 

Arzan Wealth acted as the Sub Strategic Advisor on the structuring and acquisition of the asset and will continue in this role during the holding period of this investment, which is projected to deliver average monthly income to clients equal to 9.15 % per annum.

 

Muhannad Abulhasan, CEO of Arzan Wealth said:

“We are pleased to be able to advise on this unique opportunity in the health care real estate industry, and in a highly desirable part of Orange County, California. The acquisition of the corporate headquarter and R&D facilities of Glaukos Corporation exemplifies the philosophy of Arzan Wealth, which is based on the pursuit of high quality assets that offer our clients capital protection and a predictable monthly income stream. It is critical that investors focus on reducing risks and pursuing predictable and regular income streams from their portfolios, especially during these uncertain economic times caused by the coronavirus pandemic.  As always, our primary objective at Arzan Wealth continues to be the protection of our clients’ wealth and legacies, by reducing risks and diversifying income sources for them and their future generations. We are grateful to our clients for the confidence they continue to place in Arzan Wealth.”

 

 

ENDS

Notes to Editors

About Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various professional clients on real estate, private equity and other investments with a total value of assets advised around US$ 1.97 Billion.  Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

Past or projected performance is not necessarily a reliable indicator of future results.

 

 

 

For further information contact:

Ahmad AlSabbrei

Head of Investment Operations

a.alsabbrei@arzanwealth.com

+965 9988 8624

 

Media coverage of Arzan Financial Group AGM of ended year 31/12/2019

Kindly be informed that Arzan Financial Group AGM of the year ended 31/12/2019
Has been done successfully on 8/6/2020 ,
Thank you for the great efforts of everyone who contributed to completing this year’s AGM

Proudly, Arzan Financial Group for Financing and Investment is the first company implementing the AGM electronically as an E-AGM via Online in Kuwait.
Thank you …

ARZAN WEALTH ACHIEVES SUCCESSFUL EXIT OF A US MEZZANINE LENDING TRANSACTION

June 01st , 2020 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised its client on a successful exit of a mezzanine lending transaction in New Orleans, in the United States, achieving strong returns for investors.

This investment is part of Arzan Wealth’s Debt Platform, which focuses on identifying investments into real estate debt opportunities.  The New Orleans transaction utilizes the innovative Real Estate Index Linked Securities (“REILS”) structure, which is an amortizing mezzanine loan, and was structured in a Sharia-compliant manner. The New Orleans REILS investment was made in April 2018 to finance a portfolio comprising three multifamily properties consisting of 740 apartments located in New Orleans, Louisiana, USA.

 

The New Orleans REILS transaction was structured with a net 8% coupon, payable quarterly, and with an escalating quarterly amortization schedule as well as an additional payment at the end of the instrument’s term that was designed to generate a total IRR of between 9.4% and 11.8%. Arzan Wealth acted as the Sub Strategic Advisor on the exit of this investment at a net IRR of 11.9% per annum.

 

Muhannad Abulhasan, CEO of Arzan Wealth said:

“The Arzan Wealth team is very proud to be able to advise on the exit of the New Orleans REILS deal, and at the highest possible IRR as designed by us when we advised on entering the deal two years ago.  We are particularly pleased to be able to deliver these very positive results to our loyal investors in the midst of the global economic catastrophe that is unfolding as a result of the COVID-19 public health crisis.

 

An IRR of 11.9% from a safe and income-producing real estate debt investment is consistent with Arzan Wealth’s objective of offering clients superior risk-adjusted opportunities in mature real estate markets.  The stable and regular cash flow payments from our REILS transactions have proven to be an important stabilizing element in the portfolios of our clients, especially during turbulent economic times like the one we find ourselves in today.

 

Arzan Wealth will continue to focus on advising on new REILS deals, as well as other real estate investment opportunities that create a secure and regular income stream, with as low a risk profile as possible.  While economic turbulence can create uncertainty, Arzan Wealth will always be a stable and reliable partner for our clients, during good times and bad.  I am grateful to our loyal clients for their continued trust in Arzan Wealth.”

 

 

ENDS

Notes to Editors

About Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various professional clients on real estate, private equity and other investments with a total value of assets advised around US$ 1.89 Billion.  Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

Past or projected performance is not necessarily a reliable indicator of future results.

 

 

 

For further information contact:

Ahmad AlSabbrei

Head of Investment Operations

a.alsabbrei@arzanwealth.com

+965 9988 8624

ARZAN WEALTH ACHIEVES SUCCESSFUL EXIT OF A CLASS A OFFICE BUILDING IN THE NETHERLANDS

20th January 2020 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has successfully advised its client on the sale of a Class A office building  in the Hague, The Netherlands, achieving strong returns for investors.

The property was built in 2000 and serves as the headquarters of the Netherlands Organization for Scientific Research (NWO), a unit of the Dutch Government. The asset is a Class A building comprising of 13,635 m² office space and is located in a prime location in the center of the Dutch capital, The Hague.

The building was acquired in November 2017 as part of Arzan Wealth’s yielding asset platform with an objective of producing an average annual yield of 8.00% to investors, and an IRR of around 10% per annum. Arzan Wealth acted as the Sub Strategic Advisor on the exit of this investment, at a price that has generated a net IRR of around 13.50% for investors, inclusive of the 8.0% per annum monthly yield payments that were distributed during the holding period.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“I am very pleased that we have been able to greatly exceed the returns projected to investors on this transaction, and would like to congratulate our valued clients who put their trust in Arzan Wealth and invested into the NWO asset. This exit has demonstrated the quality of our asset selection and the ability of Arzan Wealth to deliver above-average risk adjusted return for investors. Our track record, with a total of eleven asset sales, proves that investors who chose to  invest in all the deals that Arzan Wealth has advised on have benefited from this conservative and diversified approach, and will have achieved an average IRR, net of taxes and fees, of 13.84% per annum, which is inclusive of an average monthly yield equal to 8.32% per annum. Our view is that investors should always seek to diversify their investments across major and stable countries, and multiple currencies, in order to protect and preserve their wealth over the long term, and to achieve optimal returns with reduced risk at a portfolio level.

 

ENDS

Notes to Editors

About Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various professional clients on real estate, private equity and other investments with a total value of assets advised around US$ 1.89 Billion.  Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

Past or projected performance is not necessarily a reliable indicator of future results.

ARZAN WEALTH SUCCESSFULLY SELLS ANOTHER PROPERTY FROM “SINGLE TENANT PORTFOLIO” IN USA

11 November 2019 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has successfully advised its clients on the sale of a fourth property (“The Property”) from the Single Tenant Portfolio in USA.

The Single Tenant Portfolio was acquired in June 2017, consisting of 6 single-tenant net-leased buildings with a total of 760,533 sq ft, located in 6 states in the US, and sectorally diversified with healthcare, industrial, and office assets, and with tenants that enjoy strong credit ratings and reputations in their markets.

The sold property is an industrial facility located at 8029 Dixie Highway in Florence, Boone County, Kentucky. The facility currently totals 191,215 SF of office and industrial space. Since 1972, the property has served as the headquarters of SWECO, a wholly-owned subsidiary of Schlumberger (NYSE: SLB), the world’s largest oilfield services company

The Portfolio was acquired as part of Arzan Wealth’s yielding asset advisory platform with an objective of producing an average annual yield of 8.50% to investors, and an IRR of around 10% over a three-year holding period. The sale of the SWECO asset is consistent with Arzan Wealth’s original strategy of identifying opportunities to break up the portfolio by selling off some of the assets, while enhancing value in the others. With this asset we have now advised on exists of four assets from this portfolio and ten overall, reflecting our continued approach to not only identify and advise on properties that provide regular income but also profitable exits to investors.

Arzan Wealth acted as the Sub Strategic Advisor on the structuring and sale of the properties and will continue in this role during the remaining holding period of the remaining assets.

Muhannad Abulhasan, CEO of Arzan Wealth said:
“We are pleased that once again, we have been able to meet the return expectations of investors. This successful transaction exemplifies the prudent approach of Arzan Wealth in terms of market selection and asset quality and reinforces our primary strategy to preserve and protect the wealth of investors, while producing an attractive and predictable monthly income. Our track record, with a total of ten asset sales, proves that investors who chose to invest in all deals Arzan Wealth has advised on have benefited from this conservative approach, and will have achieved an average IRR, net of taxes and fees, of ~14% per annum, which is inclusive of an average monthly yield equal to ~8.25% per annum.”

ENDS
Notes to Editors
About Arzan Wealth (DIFC) Limited
Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various professional clients on real estate, private equity and other investments with a total value of assets advised around US$ 1.89 Billion. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.
Past or projected performance is not necessarily a reliable indicator of future results.

ARZAN WEALTH ADVISES ON ACQUISITION OF PORTFOLIO OF MICRO-HOSPITALS & MEDICAL OFFICES IN USA

14 January 2019 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised on the forward purchase of a portfolio of four state-of-the-art micro-hospitals and medical office buildings leased to a joint venture between INTEGRIS Health and Emerus Holdings (“The Portfolio”). The Portfolio is located throughout Oklahoma City in Oklahoma, USA.

The Portfolio has a total area of 159,303 square feet and is currently under construction with completions expected to occur during the coming 4 months. The master tenant is a JV entity wholly owned by Emerus Holdings, LLC and INTEGRIS Health, Inc. Integris, rated A+ by S&P. Emerus is one the largest micro-hospital operator in the U.S., and INTEGRIS is the dominant healthcare provider in Oklahoma with 8 hospitals in the market. The Portfolio will be 100% master leased to the Emerus-INTEGRIS JV entity for 15 years on an absolute NNN basis. Three of the four micro-hospital buildings will include a medical office building (MOB) component offering outpatient services combined with high-acuity care provided by an emergency department and related inpatient services.

Arzan Wealth acted as the Strategic Advisor on the structuring and acquisition of the Portfolio and will continue in this role during the holding period of this investment, which is projected to deliver monthly income to clients equal to 8.25 % per annum.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“We are delighted to have advised and arranged on the Emerus-INTEGRIS portfolio which will deliver excellent returns for our clients. Similar to prior Arzan Wealth deals, this Portfolio is expected to be a safe investment that protects the principal of our clients while providing them with a secure and attractive monthly distribution. We will ensure prudent risk management and attractive financial results are delivered to our valued clients with the objective of protecting their wealth and legacies.”

ENDS

Notes to Editors

About Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various professional and market counterparty clients on real estate, private equity and other investments with a total value of assets advised around US 1.78 Billion Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

Past or projected performance is not necessarily a reliable indicator of future results.

For further information contact:

Ahmad AlSabbrei

Senior Investment Analyst

a.alsabbrei@arzanwealth.com

+965 9988 8624

ARZAN WEALTH ADVISES ON THIRD LENDING DEAL UNDER THE REAL ESTATE DEBT PLATFORM

​December 27, 2018 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised on a senior secured loan opportunity in the United States, as part of the recent strategy focusing on investments into debt structures. This third investment under the Real Estate Debt Platform has fixed monthly interest payments to investors during the holding period, and has been structured in a Sharia-compliant manner. There are also two amortization payments prior to the end of the loan period.

This investment is a 3-year senior secured loan to Bluejack National Project (“Bluejack”), owner of a premier luxury-lifestyle community in Houston, USA. Bluejack includes the first and only Tiger Woods designed golf course in the United States. Located an hour northwest of downtown Houston, Bluejack offers up to 550 golf memberships and over 450 luxury home sites and private estate lots.

The senior secured loan transaction is structured with a net 10.5% coupon, payable monthly and would have absolute seniority in the capital stack at a very conservative LTV of around 38.0%. The investment is expected to produce a net IRR of ~10.5% net of all taxes, fees and expenses.

Arzan Wealth acted as the Strategic Advisor on the structuring of the loan instrument and the due diligence of the underlying assets, and will continue its advisory role during the holding period of this investment.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“The Bluejack loan is the first senior loan transaction in our Real Estate Debt Platform which focuses on senior and mezzanine opportunities and is designed to respond to changing market conditions, and to meet investors needs for a low risk profile and predictable cash flow stream. We believe that real estate debt should play a role in any portfolio of investments focused on an attractive income stream and enhanced risk-adjusted returns. We continue to innovate and offer opportunities that preserve and protect our client’s wealth, while providing them with a very predictable and regular income stream.”

ENDS

ARZAN WEALTH SELLS ANOTHER PROPERTY FROM “SINGLE TENANT PORTFOLIO” IN USA

28th November 2018 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has successfully advised its clients on the sale of a third property (“The Property”) from the Single Tenant Portfolio in USA.

The Single Tenant Portfolio was acquired in June 2017, consisting of 6 single-tenant net-leased buildings with a total of 760,533 sq ft, located in 6 states in the US, and sectorally diversified with healthcare, industrial, and office assets, and with tenants that enjoy strong credit ratings and reputations in their markets.

The sold property is an industrial building located in Aiken, South Carolina. Built in 2014, the 175,000 sf building was constructed to the highest institutional standards. Owens Corning occupies 100% of the space on a lease term set to expire on January 31, 2029. The facility provides Owens Corning with a Class A distribution center with the required supporting office space.

The Portfolio was acquired as part of Arzan Wealth’s yielding asset platform with an objective of producing an average annual yield of 8.50% to investors, and an IRR of around 10% over a three-year holding period. The sale of the Owens Corning asset is consistent with Arzan Wealth’s original strategy of identifying opportunities to break up the portfolio by selling off some of the assets, while enhancing value in the others. This asset was successfully sold at a price that has created a net IRR of around 12.7%, which is above the target IRR of 10% for the whole portfolio.

Arzan Wealth acted as the Strategic Advisor on the structuring and sale of the properties and will continue in this role during the remaining holding period of the remaining assets.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“We are pleased that once again, we have been able to exceed the return expectations of investors. This transaction reinforces our primary strategy to preserve and protect the wealth of our clients, while producing an attractive and predictable monthly income. Our track record, with a total of nine asset sales, proves that clients who chose to diversify with us by investing in all deals have benefited from this conservative approach, and will have achieved an average IRR, net of taxes and fees, of ~ 15% per annum, which is inclusive of an average monthly yield equal to 8.8% per annum.”

ENDS

Notes to Editors

About Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various professional clients on real estate, private equity and other investments with a total value of assets advised around US$ 1.4 Billion. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

Past or projected performance is not necessarily a reliable indicator of future results.

For further information contact:

Ahmad AlSabbrei

Senior Investment Analyst

a.alsabbrei@arzanwealth.com

+965 9988 8624

ARZAN WEALTH ACHIEVES SUCCESSFUL EXIT OF TWO PRPOERTIES FROM “SINGLE TENANT PORTFOLIO” IN USA

September XX, 2018 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has successfully advised its clients on the sale of two properties (“ the Properties”) from the Single Tenant Portfolio in USA.

The Single Tenant Portfolio consists of 6 single-tenant net-leased buildings with a total of 760,533 sq ft, located in 6 states in the US and sectorally diversified as it includes 1 healthcare, 3 industrial, and 2 office assets, with tenants that enjoy strong credit ratings and reputations in their markets. The portfolio was acquired in June 2017.

One of the sold buildings is a hospital built in 1998, located in Seminole, Oklahoma and leased to Alliance Health (Integris) that serves more than 30,000 residents in Seminole County and the surrounding area. The other exited asset is a class A office building built in 1986, located in Trenton, Georgia and leased to Accellent (Lake Region Medical). Accellent manufactures polymer components as well as assembles medical devices that are primarily polymer based.

The Portfolio was acquired in June 2017 as part of Arzan Wealth’s yielding asset platform with an objective of producing an average annual yield of 8.50% to investors, and an IRR of around 10% over a three-year holding period. Arzan Wealth’s strategy was to identify opportunities to break up the portfolio by selling off some of the assets, while enhancing value in the others. Both assets were successfully sold at a price that has created a net weighted-average IRR of around 13.2%.

Arzan Wealth acted as the Strategic Advisor on the structuring and sale of the Properties, and will continue in this role during the remaining holding period of the remaining assets.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“These two sales take Arzan Wealth’s track record to eight exits on behalf of clients, and I am very pleased that we have been able to greatly exceed the return expectations of investors on selling the Accellent and Integris buildings. This transaction exemplifies the prudent approach of Arzan Wealth, in terms of market selection and asset quality. I am also pleased to announce that we have also accepted an attractive offer on a third asset in this portfolio. The closing of the sale is expected in October 2018 and would again exceed the IRR expectations projected at the time of acquisition. We are proud of the trust that is being placed in Arzan Wealth by our clients, and we look forward to delivering on our promises to them in future. The primary objective of Arzan Wealth is to preserve and protect the wealth of our clients, while producing an attractive and predictable monthly income.”

​ENDS

Notes to Editors

About Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various professional clients on real estate, private equity and other investments with a total value of assets advised around US$ 1.4 Billion. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

Past or projected performance is not necessarily a reliable indicator of future results.

For further information contact:

Ahmad AlSabbrei

Senior Investment Analyst

a.alsabbrei@arzanwealth.com

+965 9988 8624

ARZAN WEALTH ADVISES ON SECOND US MEZZANINE LENDING TRANSACTION

April 23rd, 2018 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised on a mezzanine lending opportunity in the United States, as part of the new strategy focusing on investments into debt structures. This second investment utilizes the innovative Real Estate Index Linked Securities (“REILS”) instrument, which is an amortizing mezzanine loan, and has been structured in a Sharia-compliant manner.

This second REILS finances the acquisition of a portfolio comprising three multifamily properties (“Portfolio”), consisting of 740 apartments located in New Orleans, Louisiana, USA. The properties currently have an average occupancy of 93%, and are rented just below market rates. The borrower is a specialist multifamily asset management company that is providing the equity to acquire the Portfolio, and has previously improved operations of similar assets in the same regional market.

The current REILS transaction is structured with a net 8% coupon, payable quarterly, and with an escalating quarterly amortization schedule. It is expected that at exit, the investors advised by Arzan Wealth will have received around 87% of their investment through quarterly payments alone, and will receive an additional payment at the end of the instrument’s term that is linked to the New Orleans Apartment MVI index. The total IRR of the REILS is structured with a floor of 9.4% and a ceiling of 11.8%, depending on the performance of the index. This index has grown by around 24% in the last 6 years period.

Arzan Wealth acted as the Strategic Advisor on the structuring of the REILS instrument and the due diligence of the underlying assets, and will continue its advisory role during the holding period of this investment.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“Our New Orleans deal is the second transaction in our recently-launched debt platform, which is designed to respond to the risks of a rising interest rate environment. We believe that there are appealing opportunities to generate equity-like returns but from the lower risk position of debt instruments.

Our REILS platform is particularly attractive to our investors due to the aggressive amortization schedule that is embedded within the structure, which allows them to quickly reduce the risk of their investment while earning a strong flow of income. I look forward to continuing our engagement with our clients in future deals, as we continue to seek opportunities that preserve and protect their wealth, while providing them with a very predictable and regular income stream.”

ENDS

ARZAN WEALTH LAUNCHES NEW MEZZANINE LENDING STRATEGY WITH DEAL IN JACKSON, MISSISSIPPI, USA.

December XX, 2017 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised on a mezzanine lending opportunity in the United States, as part of the launch of a new strategy focusing on investments into debt structures. This first investment utilizes the innovative Property Development Certificate (“PDC”) instrument, which is an amortizing mezzanine loan, and has been structured in a Sharia-compliant manner.

This first PDC finances the acquisition of a portfolio comprising three multifamily properties (“Portfolio”), consisting of 399 apartments located in Jackson, Mississippi, USA. The properties currently have an average occupancy of over 90%, and are rented just below market rates. The borrower is a specialist multifamily asset management company that is providing the equity to acquire the Portfolio, and has previously improved operations of similar assets in the same regional market.

The current PDC transaction is structured with a 9% coupon, payable quarterly, and with an escalating quarterly amortization schedule. It is expected that at exit, the investors advised by Arzan Wealth will have received more than 95% of their investment through quarterly payments alone, and will receive an additional payment at the end of the instrument’s term that is linked to the Mississippi Apartment MVI index. The total IRR of the PDC is structured with a floor of 9% and a ceiling of 14%, depending on the performance of the index. This index has grown by around 50% in the last 6 years period.

Arzan Wealth acted as the Strategic Advisor on the structuring of the PDC instrument and the due diligence of the underlying assets, and will continue its advisory role during the holding period of this investment.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“As market conditions change around the world, Arzan Wealth is always searching for opportunities that provide clients with safe and predictable income streams, while reducing risks as much as possible. I believe that debt instruments offer such opportunities now, especially in markets where buying property directly can come with higher risks. I am pleased that Arzan Wealth has been able to launch this new strategy for our clients, and am grateful for their continued support and trust.

What is most interesting about the way we have structured this PDC instrument, is that due to the escalating amortization schedule, our clients are de-risking their investment from the first quarterly payment, while receiving as fixed 9% coupon. In addition, the linkage of the final payment to the performance of an index rather than the Portfolio itself, creates further risk diversification for investors.

We look forward to growing our new debt strategy during 2018, as we continue to work on similar advisory assignments for our clients. Our aim will always be to create low-risk opportunities for our clients to earn a predictable and regular income stream from their investments, and with as much diversification as possible.”

​ENDS

ARZAN WEALTH ADVISES ON ACQUISITION OF GOVERNMENT- LEASED OFFICE BUILDING IN THE NETHERLANDS

6th November 2017 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised on the acquisition of Class A office building fully let to the Netherlands Organization for Scientific Research, (NWO) at the Hague, The Netherlands (“the Property”). Established in 1950, NWO is the national research council for the Netherlands, managing the state funding of scientific research at Dutch universities on a project by project basis. Although an independent body, it operates under a government budget of close to € 1 billion per year, under the Dutch Ministry of Education, Culture, and Science.

The property was built in 2000 and serves as the Headquarters to the Netherlands Organization for Scientific Research (NWO). The asset is a Class A building comprising of 13,635 m² office space in a U-shaped configuration over nine stories and has 176 parking places. The building, which is located in a prime location in the center of the Dutch capital, The Hague, offers high quality, modern space and a flexible working environment. The tenant has been in occupation since 2001, and renewed its lease in January 2017 for a further 14 years.

Arzan Wealth acted as the Strategic Advisor on the structuring and acquisition of the Property and will continue in this role during the holding period of this investment, which is projected to deliver monthly income to clients equal to 8.00 % per annum.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“This is our third Dutch transaction in recent years, reflecting our confidence in the safety and security of this market. Like our previous deals, the NWO asset is expected to be a safe investment that protects the principal of our clients while providing them with a highly secure and attractive monthly income. The added attraction of this deal for investors is that the income from this government tenant is very compelling when compared to Dutch government bond yields. Our primary objective at Arzan Wealth continues to be the protection of our clients’ wealth and legacies, by reducing risks and diversifying income sources for them and their future generations.”

ENDS

ARZAN WEALTH DELIVERS STRONG RESULTS WITH SALE OF VW WAREHOUSE IN GERMANY

​26th September 2017 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised on the successful sale of the German warehouse use​d as a spare parts storage and the distribution center by Volkswagen AG, Germany (“VW Property”).
The VW Property was acquired in December 2014 with an objective of producing an average annual yield of 8.25% to investors, and an IRR of around 10% over a three-year holding period. The Property was leased entirely to Rudolph Automotive Logistik GmbH (“Rudolph”), a large international logistics company which is contracted by VW to store and distribute spare parts for all of VW’s brands.

During the 2.75 year holding period, this investment has delivered an attractive monthly income to clients equal to the promised 8.25% per annum, and with this successful exit the actual IRR is around 11% after all taxes and fees. The high quality of the asset, location and tenant created significant interest for the property, which helped Arzan Wealth’s investors achieve a Total Return on Equity of 30.2%, from this investment.

Arzan Wealth acted as Strategic Advisor on the sale, alongside 90 North Real Estate Partners as Property Advisor. This is the fourth exit of an investment by Arzan Wealth during 2017, and the fifth in its history.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“We are pleased to be able to advise our clients on this fourth exit of 2017. Once again we have been able to exceed the return expectations of investors. The VW transaction reinforces our primary strategy to preserve and protect the wealth of our clients, while producing an attractive and predictable monthly income.

I am particularly proud of the fact that all five exits from our portfolio since we started our business, have achieved results that are above expectations. We always encourage clients to diversify their investments across many opportunities, and a client who would have invested in all five of our exited investments would have achieved an average IRR, net of taxes and fees, of 15.6% per annum, which is inclusive of an average monthly yield equal to 8.4% per annum.”

ENDS

ARZAN WEALTH ADVISES ON $123 MILLION OFFICE ACQUISITION IN PHILADELPHIA, USA

February 29, 2016 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised on the acquisition of the North American Headquarters campus for Saint-Gobain, located in the Philadelphia suburban market of Malvern, Pennsylvania, USA (“the Property”), following a comprehensive refurbishment by the seller and the signing of a 15 year lease.

The 65-acre campus serves as the North American HQ for Saint-Gobain, the world’s largest construction materials company, which was founded by King Louis XIV in 1665. The Property comprises of a four story, 277,335-square-foot office building and another two-story, 43,891-square-foot research and development building. The buildings are designed with the open office concept and includes 116 collaborative spaces; a cafeteria, along with other food and beverage spaces; a fitness facility; and parking for approximately 1,100 automobiles. The 35 acres of green space include a pond; a fountain; and 1.3 miles of walking trails, and provide sufficient space for the long term expansion needs of Saint-Gobain.

In addition to the high quality of the asset itself, the campus is located in a premiere Philadelphia suburb that hosts many technology, medical and pharmaceutical companies, and which enjoys an average vacancy rate of just over 4%, which is well below the average vacancy rate in the broader Philadelphia market. The area is also ranked as the wealthiest part of the State of Pennsylvania.

Arzan Wealth acted as the Strategic Advisor on the structuring and acquisition of the Property, in joint venture with the Investment Advisor, 90 North Real Estate Partners, a strategic partner of Arzan Wealth.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“The Saint-Gobain transaction exemplifies the philosophy of Arzan Wealth, which is based on the pursuit of high quality assets that offer our clients capital protection and a predictable monthly income stream. The combination of the high specifications of the buildings, the location in a strong local market and the long-lease to a tenant with an excellent credit quality, makes this an ideal destination for the investment of legacy wealth that needs to survive the increasingly turbulent economic and geopolitical scene.

We believe that investors need to increase their allocation to opportunities that offer safety and monthly income, and that means greater diversification towards mature global markets that offer much lower risks. We are proud of the trust that is being placed in Arzan Wealth by our clients, and we will continue to work tirelessly to preserve their wealth and protect their legacies.”

ENDS

Notes to Editors

About Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various professional clients on real estate, private equity and other investments worth a total of just over US$ 1.2 Billion. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

About 90 North Real Estate Partners LLP

90 North is an independent investment advisory firm, specializing in socially responsible real estate investment and with considerable experience working with Shari’ah compliant equity partners. Headquartered in Mayfair, London, 90 North has a US office in Downtown Chicago and a representative office in Kuala Lumpur, Malaysia. Since June 2012, 90 North has closed over $1.223 billion (€1.1 billion / £855 million) of real estate transactions, working with its equity partners. The firm is headed by co-founders Philip Churchill and Nick Judd.

For further information contact:

Ahmad AlSabbrei

Senior Investment Analyst

a.alsabbrei@arzanwealth.com

+965 9988 8624

Jawaher Menassa

Head of Marketing & Client Relations

j.menassa@arzanwealth.com

+971 50457634

ARZAN WEALTH ADVISES ON A RETAIL PROPERTY ACQUISITION IN CRAWLEY, UK

January 24, 2016 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised on the acquisition of a newly built multitenant retail asset (“the Property”) on the high street of the town of Crawley, just outside London in the UK. The Property is fully leased to a diverse mix of high-quality retailers under long term leases.

Completed in 2014 and designed to energy efficient and BREEAM “very good” standards, the Property comprises of a 75,240 sq.ft. Morrisons supermarket, a 110-room purpose built hotel leased to Travelodge, two small retail units and 506 car parking spaces.

The Property, which is 35 miles away from Central London and three miles south of Britain’s second largest airport – Gatwick, benefits from very long leases to major tenants, high quality new construction and a prime, high street location.

Arzan Wealth acted as the Strategic Advisor on the structuring and acquisition of the Property, in joint venture with the Investment Advisor, 90 North Real Estate Partners, a strategic partner of Arzan Wealth.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“We are pleased to be able to advise our clients on the acquisition of this high quality asset, which offers a secure income stream of more than 15 years to high quality tenants. We believe that in light of an increasingly volatile global economic and geopolitical situation, our clients are wise to focus on reducing their risk profiles through diversification into secure assets in mature markets, and opportunities that offer a highly predictable monthly income stream. Our primary objective at Arzan Wealth continues to be the protection of our clients’ wealth and legacies, by reducing risks and diversifying income sources for them and their future generations.”

ENDS

Notes to Editors

About Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various professional clients on real estate, private equity and other investments worth a total of just over US$ 1.1 Billion. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

About 90 North Real Estate Partners LLP

90 North is an independent investment advisory firm, specialising in socially responsible real estate investment, and with considerable experience working with Shari’ah compliant equity partners. Headquartered in Mayfair, London, 90 North has a US office in Downtown Chicago and a representative office in Kuala Lumpur, Malaysia. Since June 2012, 90 North has closed over £760 million (€1 billion / $1.1 billion) of real estate transactions, working with its equity joint venture partners

For further information contact:

Ahmad AlSabbrei

Senior Investment Analyst

a.alsabbrei@arzanwealth.com

+965 9988 8624

Jawaher Menassa

Head of Marketing & Client Relations

j.menassa@arzanwealth.com

+971 504576347

ARZAN WEALTH ADVISES ON SECOND OFFICE ACQUISITION IN NORWAY

Dubai, 15 Dec 2015 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised on the acquisition of a newly built, high quality office HQ building fully let to Centrica Norway Ltd. “Centrica Energy” – a wholly owned subsidiary of Centrica PLC (“the Property”).

The Property, which is newly constructed, is fully leased to Centrica Energy for a term of 10 years, and comprises 10,392 sq.m. of office space, and was completed in March 2015.

Located in Stavanger, Norway, referred to as the “oil capital” of Norway, the Property is located on the waterfront and is just a 15 minute walk from Stavanger city center with excellent airport, railway and bus connectivity. The Property is located in a prosperous mixed-use office and residential area.

With one of the highest GDP per capita levels in the world, Norway also has the largest sovereign wealth fund. It enjoys a stable, growing and well-managed economy and a high standard of living. The real estate market is very liquid and has been attracting increasing global capital flows. Arzan Wealth acted as the Strategic Advisor on the structuring and acquisition of the Property, in joint venture with the Property Advisor, 90 North Real Estate Partners, a strategic partner of Arzan Wealth.

Muhannad Abulhasan, CEO of Arzan Wealth said: “We continue to find attractive opportunities in the Norwegian market on behalf of our clients, and we believe that our strategy of advising on very safe real estate acquisitions that offer a predictable monthly income stream is appropriate and prudent in the midst of the current turbulent economic and geopolitical environment. We believe investors are right to increase their allocation to the safety and security of high quality, income-producing real estate assets in mature and developed markets in Europe and the US. Arzan Wealth is proud to be the advisor of choice to its clients as they increasingly deploy capital into assets that focus on preservation of wealth and protection of legacies.”

ENDS

Notes to Editors

Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various professional clients on real estate, private equity and other investments worth a total of just over US$ 1Billion. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

About 90 North Real Estate Partners LLP

90 North is an independent investment advisory firm, specialising in socially responsible real estate investment, and with considerable experience working with Shari’ah compliant equity partners. Headquartered in Mayfair, London, 90 North has a US office in Downtown Chicago and a representative office in Kuala Lumpur, Malaysia. Since June 2012, 90 North has closed over US$1Billion (€900 Million/£650 Million) of real estate transactions, working with its equity partners.

For further information contact:

Ahmad AlSabbrei

Senior Investment Analyst

a.alsabbrei@arzanwealth.com

+965 9988 8624

Jawaher Menassa

Head of Marketing & Client Relations

j.menassa@arzanwealth.com

+971 504576347

Arzan Wealth Announces Partnership with “Water For People” Helping to Reduce Global Water Poverty

November 22, 2015 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce an exciting partnership with Water For People, to help permanently end the cycle of water and sanitation poverty around the world.

With programs in nine countries, Water For People brings together local entrepreneurs, community members and local governments to establish innovative, collaborative solutions that allow communities to build and maintain their own reliable safe water systems.

Inspired by the meaning of “Arzan”, which are the crater lakes on mountain tops that contain the source of life, “water”‘ Arzan Wealth has established an annual employee contribution program whereby 1% of employee salaries are matched by a further 1% from the company and donated to Water For People.

Kelly Honecker, Business Development Manager at Water For People said: “We are grateful for Arzan Wealth’s partnership. Long-term commitments like this help us further our mission to ensure that everyone has lasting access to safe water and sanitation for generations to come.”

Muhannad Abulhasan, CEO of Arzan Wealth said: “In our search for water-focused philanthropic organizations, Water For People’s driving goal of empowering communities to create sustainable and locally maintained water and sanitation infrastructure resonated with our personal and corporate belief that all people have an obligation to protect and nurture the segments of global society that need support, and to help them become productive and impactful members of their own community and the world at large. We aim to grow and strengthen our partnership with Water For People in an effort to end global water poverty.”

Notes to Editors

About Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various professional clients on real estate, private equity and other investments worth a total of just over US$ 1Billion. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

To view our CSR video: http://www.arzanwealth.com/Pages/CSR.aspx

About Water For People:

Water For People is an international nonprofit organization dedicated to providing access to improved water and sanitation systems and services in developing countries. By working with local governments, the private sector, and partners, Water For People ensures that everyone in a specific region has these basic needs met forever. This innovative approach reaches every family, every school, and every clinic, catalyzing transformative change for better health and economic development to occur globally. Learn more at http://www.waterforpeople.org. Join us on Facebook (facebook.com/waterforpeople) and Twitter (twitter.com/waterforpeople).

For further information contact:

Ahmad AlSabbrei

Senior Investment Analyst

a.alsabbrei@arzanwealth.com

+965 9988 8624

Jawaher Menassa

Head of Marketing & Client Relations

j.menassa@arzanwealth.com

+971 504576347

ARZAN WEALTH ADVISES ON A RETAIL PROPERTY

November 2, 2015 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised on the acquisition of a newly refurbished downtown retail asset (“the Property”) in Krefeld, Germany. The Property is fully leased to a diverse mix of high-quality retailers under long term leases.

The asset is located in a prime downtown location in the city of Krefeld, which is in the administrative district of Dusseldorf, the sixth largest city in Germany. The multitenanted Property comprises ~21,900 sqm of inner city retail space in a multi-level, completely renovated structure. It provides a secure income stream from a diversified mix of household name retail tenants, including the successful retailer Primark, Toys “R” Us, and Rossmann, Germany’s 2nd largest pharmacy chain, in addition to a gym operator and a self-storage facility.

Arzan Wealth acted as the Strategic Advisor on the structuring and acquisition of the Property, in joint venture with the Investment Advisor, 90 North Real Estate Partners, a strategic partner of Arzan Wealth.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“Arzan Wealth continues to arrange and advise on stable and income producing assets in major global markets. Our Krefeld acquisition offers a unique, city-center urban retail experience in the heart of an important economic center in Germany, the largest national economy in Europe. With this second German transaction, Arzan Wealth reinforces its strategy of seeking high quality deals that are safe, secure and can produce a predictable and attractive monthly income for our clients”.

ENDS

Notes to Editors

About Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various professional clients on real estate, private equity and other investments worth a total of just over US$ 1Billion. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

About 90 North Real Estate Partners LLP

90 North is an independent investment advisory firm, specialising in socially responsible real estate investment, and with considerable experience working with Shari’ah compliant equity partners. Headquartered in Mayfair, London, 90 North has a US office in Downtown Chicago and a representative office in Kuala Lumpur, Malaysia. Since June 2012, 90 North has closed over US$1Billion (€900 Million/£650 Million) of real estate transactions, working with its equity partners.

ARZAN WEALTH ADVISES ON EUR 27.2M OFFICE ACQUISITION IN NETHERLANDS

June 30, 2015 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised a consortium of investors on the acquisition of a newly built, high quality office HQ building fully let to Siemens Netherlands NV – a wholly owned subsidiary of Siemens AG (“The Property”). The property is occupied by Siemens’ subsidiary, NEM Energy BV (“NEM”).

Located in The Netherlands, the Property comprises 9,366 sq.m. of office accommodation over 8 floors with 252 car park spaces and has a BREEAM (A) energy rating. The Property was leased for a term of 12.5 years in March 2014 with Siemens parent guarantee on the lease. The property is located in Zoeterwoude, near the city of Amsterdam.

Arzan Wealth acted as the Strategic Advisor on the structuring and acquisition of the Property, in joint venture with the Investment Advisor, 90 North Real Estate Partners, a strategic partner of Arzan Wealth. The consortium of investors was composed of a small group of corporate and individual clients, and included Commercial Real Estate Company (“Al Tijaria”).

Muhannad Abulhasan, CEO of Arzan Wealth said: “I am very pleased that Arzan Wealth has earned the trust of its clients, both new and long-standing relationships such as Al-Tijaria, in this Dutch transaction, which marks an expansion of our geographic presence. Like our previous deals, the Siemens Netherlands asset is expected to be a very safe investment that protects the principal of our clients while providing them with a highly secure and attractive monthly income from a high credit quality tenant. The fact that conservative-minded corporate entities and high-net worth families continue to rely on Arzan Wealth is a testament to our success in focusing on the preservation of wealth and the delivery of high levels of monthly income.”

Notes to Editors

Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Center (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various clients on real estate, private equity and other investments worth a total of just over US$ 1Billion. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

90 North Real Estate Partners LLP

90 North is an independent investment advisory firm based in London, specializing in responsible investing and Shari’ah compliant real estate investment. The Founder Partners combine substantial property and other transactional experience, excellent track records with an absolute focus on property fundamentals to deliver superior risk adjusted returns and protect and enhance wealth.
In the past 3 years, 90 North has transacted on approximately £610,000,000 (US$950,000,000) of real estate transactions in the UK, US and Europe, working in close partnership with Gulf based institutions.

For further information contact:

Ahmad AlSabbrei
Investment Analyst
a.alsabbrei@arzanwealth.com
+965 9988 8624

Jawaher Menassa
Head of Marketing & Client Relations
j.menassa@arzanwealth.com
+971 504576347

ARZAN WEALTH ACQUIRES USD127M OFFICE CAMPUS IN RALEIGH, NORTH CAROLINA, US

February 22, 2015 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised a consortium of investors on the USD127m acquisition of the global headquarters building of Lenovo’s Enterprise Server Division at Research Triangle Park, in Raleigh North Carolina, USA (“The Property”).

The 67 acre campus featuring a lake, nature preserve, jogging trails, and recreation area, includes two recently renovated office buildings totaling 445,484sqft and a 39,952 sqft mixed-use office/ laboratory building currently under construction.

The Property was originally developed in 1995 & 1998 for Ericsson, and has functioned as a recognized corporate center for nearly 20 years. The property is 100% leased to Lenovo Inc. the operating entity for Lenovo Group Limited, under a 13 year triple-net lease agreement, with a 2.6% fixed annual rent increase and two 5-year options to extend the lease.

Arzan Wealth acted as the Strategic Advisor on the structuring and acquisition of the Property, in joint venture with the Property Advisor, 90 North Real Estate Partners, a strategic partner of Arzan Wealth in several global markets. The consortium of international investors was composed of various corporate and individual clients, and included Arzan Wealth’s long-term investor partner, Commercial Real Estate Company (“Al Tijaria”).

Abdulfatah Marafie, Chairman of Al Tijaria commented:

“We are pleased to be able to continue our strategic cooperation with Arzan Wealth and to expand our international real estate portfolio with their guidance.  The Lenovo investment is yet another example of the kind of secure and income-producing assets in mature markets that we continue to pursue. ”

Muhannad Abulhasan, CEO of Arzan Wealth said:

“The Lenovo headquarters campus is the kind of high quality transaction that our clients have come to expect as they seek to diversify their portfolios internationally, in a prudent and cautious manner and with a primary objective of capital preservation and an attractive monthly income.  We are proud that so many corporates and individuals rely on Arzan Wealth to help nurture their wealth and preserve their legacies for future generations.”

ENDS

Notes to Editors

Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Centre (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA).  Arzan Wealth currently advises various clients on real estate, private equity and other investments worth a total of approximately USD975mn.  Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

90 North Real Estate Partners LLP

90 North is an independent investment advisory firm based in London, specializing in ethical and Shari’ah compliant real estate investment. The Founder Partners combine substantial property and other transactional experience, excellent track records with an absolute focus on property fundamentals to deliver superior risk adjusted returns and protect and enhance wealth.

In the past 2 years, 90 North has transacted on approximately £565,000,000 ($850,000,000) of real estate transactions in the UK, US and Europe, working in close partnership with Gulf based institutions.

90 North opened its US office in Chicago in June 2014, headed by Dan Cooper.

For further information contact:

Ahmad AlSabbrei
Investment Analyst
a.alsabbrei@arzanwealth.com
+965 9988 8624

Jawaher Menassa
Head of Marketing & Client Relations
j.menassa@arzanwealth.com
+971 504576347

ARZAN WEALTH ADVISES ON WAREHOUSE ACQUISITION IN OSLO, NORWAY

November 19, 2014 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised a consortium of investors on the acquisition of a prime logistics warehouse in Oslo, Kingdom of Norway let to Onninen AS (“The Property”).

The property is a modern warehouse constructed in 2010 for Onninen AS, as their Norwegian headquarters and key distribution warehouse to serve their 28 stores in Norway. Onninen is a solid, privately-owned multinational company founded in 1913 and operating in the Nordics and Baltics. It is one of the largest electrical wholesale distributors in the Nordics and in Norway. The total site area of 82,231m2 consists of two independent buildings comprising of 25,974m2 of high specification offices and warehouse space, and is 100% leased to Onninen AS.

Arzan Wealth has advised a consortium of investors which includes Commercial Real Estate Company (“Al Tijaria”), a strategic partner to the acquisition. The acquisition of the property was based on the strong economic fundamentals of Norway. With one of the highest GDP per capita levels in the world, Norway also has the largest sovereign wealth fund. It enjoys a stable, growing and well-managed economy and a high standard of living. The real estate market is very liquid and has been attracting increasing global capital flows.

Arzan Wealth acted as the Strategic Advisor on the structuring and acquisition of the Property, in joint venture with the Property Advisor, 90 North Real Estate Partners, a strategic partner of Arzan Wealth.

Muhannad Abulhasan, CEO of Arzan Wealth said: “Arzan Wealth continues to arrange and advise on stable and income producing assets in diverse mature markets. Norway has a robust economy and in terms of GDP growth it has been consistently outperforming the EU Zone for the past decade and has one of the lowest unemployment rates in Europe. We feel that this asset, which is located in a well-established and vibrant business park alongside the major highway connecting Oslo to the airport, is consistent with our track record of steering our clients towards safety of principal combined with a high and predictable monthly income stream. We look forward to continuing to meet and exceed the expectations of our valued clients.”

ENDS

Notes to Editors

Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Center (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various clients on real estate, private equity and other investments worth a total of approximately USD920mn. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

90 North Real Estate Partners LLP

90 North is an independent investment advisory firm based in London, specialising in ethical and Shari’ah compliant real estate investment. Co-Founder Partners are Philip Churchill and Nicholas Judd, with former BBC Dragons’ Den James Caan as Chairman of the business. The Founder Partners combine substantial property and other transactional experience, excellent track records with an absolute focus on property fundamentals to deliver superior risk adjusted returns and protect and enhance wealth.

In the past 2 years, 90 North has transacted on approximately £465,000,000 ($760,000,000) of real estate transactions in the UK, US and Europe, working in close partnership with Gulf based institutions.

90 North opened its US office in Chicago in June 2014, headed by Dan Cooper.

ARZAN WEALTH ADVISES ON OFFICE ACQUISITION IN CHICAGO, USA

September 27, 2014 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised a consortium of investors on the acquisition of a Class “A” headquarters office building under a sale & lease back transaction with Continental Automotive Systems, Inc. (“Continental”) in Deer Park, Chicago, USA (“Property”).

Located in a suburban area of Chicago, Illinois, the Property was constructed in 2002 and serves as Continental’s USA headquarters for their automotive interiors division, with various office departments supplemented by research, development and testing laboratories. The Property comprises of 351,425ft2 of built up accommodation over basement and seven floors. This includes a 300 person auditorium, a 500 person cafeteria and a 1,209 space car park in a high quality setting.

The Property is 60% occupied by Continental under a new 13-year lease agreement with 2% annual rent increases, while the remaining 40% is available for lease, thus providing an immediate opportunity to create value through a new leasing strategy. Furthermore, the property includes land wherein up to 528,575ft2 of space can be built if required.

Arzan Wealth acted as the Strategic Advisor on the structuring and acquisition of the Property, in joint venture with our partner and the Property Advisor, 90 North Real Estate Partners (“90 North”)., the strategic partner of Arzan Wealth. Along with Arzan Financial Group, various investors from the region co-invested in the deal which included one of our prominent and strategic investor, Al Tijaria (The Commercial Real Estate Company KPSC).

Muhannad Abulhasan, CEO of Arzan Wealth said:

“Arzan Wealth continues to expand geographically, building on our track record in the UK and Germany. This first US acquisition advisory role positions Arzan Wealth as a primary advisor to our valued clients on high quality deals with steady income streams. The Continental asset is expected to provide a secure income stream, equating to an average of 7.75% per annum, payable monthly, from only the 60% occupied area, hence providing the investors in the deal with a clear value add opportunity that can enhance their total returns.”

ENDS

Notes to Editors

Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Center (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various clients on real estate, private equity and other investments worth a total of approximately USD850mn. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

90 North Real Estate Partners LLP

90 North is an independent investment advisory firm based in London, specialising in ethical and Shari’ah compliant real estate investment. Co-Founder Partners are Philip Churchill and Nicholas Judd, with former BBC Dragons’ Den James Caan as Chairman of the business. The Founder Partners combine substantial property and other transactional experience, excellent track records with an absolute focus on property fundamentals to deliver superior risk adjusted returns and protect and enhance wealth.

In the past 2 years, 90 North has transacted on approximately £425,000,000 ($680,000,000) of real estate transactions in the UK, US and Europe, working in close partnership with Gulf based institutions.

90 North opened its US office in Chicago in June 2014, headed by Dan Cooper.

ARZAN WEALTH COMPLETES PROPERTY ACQUISITION ADJACENT TO CANARY WHARF, LONDON

September 4, 2014 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised a consortium of investors on the funding and acquisition of a majority stake in Ashbourne Beech Property Limited BVI (“Ashbourne”), which controls the development rights over a prime 44,535 sqm (11 acre) site, one of the last remaining undeveloped strategic sites in the Docklands (adjacent to Canary Wharf), London (the “Site”).

Ashbourne owns the development rights to the Site, which currently accommodates an ASDA supermarket and associated parking lot. Subject to formal planning approval this important regeneration project will provide for the development of a new supermarket plus mid-level and affordable residential units with a gross development value in excess of GBP 420m.

Arzan Wealth and its strategic partners, 90 North Real Estate Partners (“90 North”), and specialist residential developer RER London Limited (“RER”), have arranged and structured the transaction, and will jointly have an ongoing advisory relationship with the consortium of investors.

Muhannad Abulhasan, CEO of Arzan Wealth commented: “The London residential property market has historically attracted foreign capital into luxury developments of highly priced apartments for wealthy international buyers. This has created a shortage of affordable and middle income residential units for the general London population, leading to intense political pressure to increase the supply of more affordable housing in London. We believe that this investment is well-positioned to address this large market requirement, and are confident that we can help provide a significant number of the kind of housing units the market desperately needs, while delivering superior risk-adjusted returns to our clients. Arzan Wealth is pleased to be the arranger and adviser on this innovative and unique investment opportunity, which has been concluded as part of our growing strategic partnership with 90 North.”

ENDS

Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Center (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various clients on real estate, private equity and other investments worth a total of approximately USD800mn. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

90 North Real Estate Partners LLP

90 North is an independent investment advisory firm based in London, specialising in ethical and Shari’ah compliant real estate investment. Co-Founder Partners are Philip Churchill and Nicholas Judd, with former BBC Dragons’ Den James Caan as Chairman of the business. The Founder Partners combine substantial property and other transactional experience, excellent track records with an absolute focus on property fundamentals to deliver superior risk adjusted returns and protect and enhance wealth. In the past 2 years, 90 North has transacted on approximately GBP430mn of real estate transactions in the UK, Europe and the US, working in close partnership with Gulf based institutions.90 North opened it US office in Chicago in June 2014.

RER London Limited

RER London Ltd is a property development company focusing on high quality London schemes. The company was formed by Tim Farrow and Martin Simms who together have many years of experience in this market. RER London’s current developments are located around Central London and have a combined value of GBP 500mn.

ARZAN WEALTH CONCLUDES FIRST EXIT IN UK

July 7, 2014 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised a consortium of investors on the sale of a UK warehouse leased to L’Oreal (UK) Ltd (“L’Oreal”), the global cosmetics company (the “Property”). The Property was sold to a major UK investment fund on June 26, 2014.

The Property was constructed for L’Oreal in 2006 within the Sherwood Park development near Nottingham, and provides 112,806sqft warehouse space, 13,254sqft offices and [78] parking spaces and extensive service yard area on 6.1acre site. In December 2012, Arzan Wealth and 90 North Real Estate Partners (“90 North”), as joint advisors, worked with the consortium of investors on the acquisition of the Property for the purpose of generating a monthly income equal to 8.0% per annum, and at that time it was projected that upon exit the IRR would be 12.4%, combining the monthly income and capital gains.

However, based on the significant interest of potential buyers of the Property, Arzan Wealth and 90 North were able to recommend the sale of the asset at a price of GBP 10,960,000 to a highly reputable UK fund, which has resulted in an IRR for investors of 16.6%, net of all taxes, fees and expenses.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“I would like to congratulate our valued clients who put their trust in Arzan Wealth and invested into L’Oreal’s UK distribution hub. It is always our duty to fulfill our promises to our clients, but it is especially satisfying when we exceed investor expectations by delivering returns that are significantly higher than projected. This exit has demonstrated the quality of our asset selection and the ability of Arzan Wealth to deliver above-average risk adjusted return for investors.We hope that we will always remain worthy of the trust of our clients, and look forward to delivering more good news in future.”

ENDS

Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Center (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various clients on real estate, private equity and other investments worth a total of approximately USD800mn. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

90 North Real Estate Partners LLP

90 North is an independent investment advisory firm based in London, specialising in ethical and Shari’ah compliant real estate investment. Co-Founder Partners are Philip Churchill and Nicholas Judd, with former BBC Dragons’ Den James Caan as Chairman of the business. The Founder Partners combine substantial property and other transactional experience, excellent track records with an absolute focus on property fundamentals to deliver superior risk adjusted returns and protect and enhance wealth.In the past 2 years, 90 North has transacted on approximately £277,500,000 of real estate transactions in the UK and Europe, working in close partnership with Gulf based institutions.90 North opened it US office in Chicago in June 2014.

ARZAN WEALTH ADVISES ON FIRST ACQUISITION IN GERMANY

June 24, 2014 – Arzan Wealth (DIFC) Limited (‘Arzan Wealth’), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has advised a consortium of investors on the forward purchase of a German warehouse (under construction) for use as a spare parts storage and distribution center by Volkswagen AG (“VW Property”). A conditional contract to acquire the VW Property was signed on 23 June 2014

The Property is currently under construction and Practical Completion (“PC”) is due for 1 August 2014, at which time the tenant will occupy the 104,830m2 of storage space / open area and 480m2 of office space, which sit on a 158,000m2 site. After the expiration of a short rent-free period, the consortium of investors will acquire the VW Property in December 2014 and start receiving the projected investment returns.

The Property is leased entirely to Rudolph Automotive Logistik GmbH (“Rudolph”), a large international logistics company which is contracted by VW to store and distribute spare parts for all of VW’s brands. The lease has a term of 10 years, with a tenant extension option for up to a further 11 years upon expiry. While Rudolph is the tenant and operator of the logistics operations, VW guarantees the payment of the rent via a sub-lease arrangement between Rudolph and VW.

Arzan Wealth acted as the Strategic Advisor on the structuring and acquisition of the VW Property, in joint venture with the Property Advisor, 90 North Real Estate Partners (“90 North”). The consortium of investors that have committed to acquire the VW Property includes Al Tijaria (“The Commercial Real Estate Company”), Arzan Financial Group and other prominent international investors.

Muhannad Abulhasan, CEO of Arzan Wealth said:

“Building on our success in the UK property market, this German transaction pushes Arzan Wealth’s activities into another major global market, in response to the requirements of our advisory clients. This acquisition reinforces our primary strategy of seeking safety and a secure income stream for our clients, in various established major markets around the world .Arzan Wealth, along with our strategic partner, 90 North, will continue to ensure prudent risk management and attractive financial results are delivered to our valued clients.”

Consistent with past transactions that Arzan Wealth has advised on, this acquisition is expected to provide a secure monthly income stream, equating to 8.25% per annum, which is a highly attractive return profile when compared with typical yields from VW 10 year bonds.

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Notes to Editors

Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Center (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various clients on real estate, private equity and other investments worth a total of approximately USD750mn. Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

90 North Real Estate Partners LLP

90 North is an independent investment advisory firm based in London, specialising in ethical and Shari’ah compliant real estate investment. Co-Founder Partners are Philip Churchill and Nicholas Judd, with former BBC Dragons’ Den James Caan as Chairman of the business. The Founder Partners combine substantial property and other transactional experience, excellent track records with an absolute focus on property fundamentals to deliver superior risk adjusted returns and protect and enhance wealth.

In the past 2 years, 90 North has transacted on approximately £277,500,000 of real estate transactions in the UK and Europe, working in close partnership with Gulf based institutions.

90 North opened it US office in Chicago in June 2014.

ARZAN WEALTH ANNOUNCES A SPECIAL DIVIDEND FROM ONE OF ITS ASSETS

May 20, 2014 – Arzan Wealth (DIFC) Limited (‘ Arzan Wealth ‘), a Dubai-based advisory firm regulated by the Dubai Financial Services Authority, is pleased to announce that it has managed to generate excess returns in Hill Top UK (“HTUK”), the SPV owning the Siemens PLC Gas Turbine Division HQ (“Siemens”) or (the “Property”). This outperformance has resulted in a declaration by the independent Board of HTUK of an extraordinary dividend of 1.5% to shareholders, for the 2013 year. Investors in the Property have received a total cash yield of 9.25% during 2013, consisting of 7.75% p.a. in ordinary monthly yield payments, plus the extraordinary dividend of 1.5% mentioned above.

As the Strategic Advisor on the acquisition and ongoing management of the Property, Arzan Wealth worked hard in conjunction with the Property Advisor, 90 North Real Estate Partners (“90 North”), to craft a custom made deal for a group of elite international investors that were attracted to the acquisition of the Siemens property for the purposes of high income and projected total risk-adjusted returns. The Property was purpose-built for Siemens PLC Gas Turbine Division HQ and has some of the highest environment (BREEAM) ratings for a property of this type. After taking occupancy in late 2012, Siemens PLC invested more than £15mn into fitting out and equipping the Property, which demonstrates their commitment to the asset and the location for the foreseeable future. The property also has expansion land to accommodate Siemens’ future requirements.

The acquisition was partially financed by a German bank in a shariah compliant manner. The special dividend was partially a result of the prudent and dynamic management of the finance facility during the past year by Arzan Wealth and 90 North, which lead to cost savings relative to the original projections in late 2012. As such, HTUK received cash distributions from the Property that were beyond its needs for the remainder of the projected holding period and Arzan advised the Board of HTUK to distribute the excess in the form of an extraordinary dividend.

The CEO of Arzan Wealth , Muhannad Abulhasan, has commented “We, at Arzan Wealth are delighted to have played an active advisory role towards the consortium of investors on their acquisition of Siemens PLC Gas Turbine Division HQ in Lincoln, UK, and to the Board of HTUK. This special dividend is an important milestone in delivering, and where possible exceeding, our promises to our trusted clients who seek safe and secure, income producing investments.”

Arzan Wealth (DIFC) Limited

Arzan Wealth is an investment advisory firm registered at the Dubai International Financial Center (DIFC), and is regulated by the Dubai Financial Services Authority (DFSA). Arzan Wealth currently advises various clients on real estate, private equity and other investments worth a total of approximately USD750mn.Arzan Wealth focuses on arranging yielding investments in major global markets, as well as bespoke investments that meet the requirements of specific clients.

90 North Real Estate Partners LLP

90 North is an independent investment advisory firm, specialising in Shari’ah compliant real estate. Co-Founders are Philip Churchill, Nicholas Judd, and former BBC Dragon James Caan who is Chairman of the business. The Founder Partners combine substantial Shari’ah compliant property and other transactional experience, excellent track records with an absolute focus on property fundamentals to deliver superior risk adjusted returns and protect and enhance wealth. Following the completion of approximately £250M of acquisitions in the UK over the last two years, 90 North has just opened an office in Chicago, USA and is also acquiring assets in Europe.

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