Real Estate Fund Establishment & Investment

Client’s Challenge

A wealthy family from Indonesia sought to establish a real estate fund to invest in the Middle East’s real estate sector. They needed assistance finding experts, handling the financial structure, identifying investment opportunities, and building a robust regional network.

Our Solution

Solok Wealth provided a comprehensive approach to support the family’s goal of establishing a successful real estate fund:

  • Identified and engaged top real estate experts and consultants in the Middle East, ensuring the family had the best minds guiding their investments.
  • Designed a robust financial structure for the fund, ensuring compliance with regional regulations and optimized tax efficiency.

  • Conducted thorough market research to identify high-potential investment opportunities in the Middle East’s real estate sector.
  • Assisted in performing due diligence on prospective properties and projects, ensuring alignment with the family’s investment goals.

  • Leveraged our extensive network to connect the family with key stakeholders, including local developers, legal advisors, and financial institutions.
  • Facilitated strategic partnerships and alliances to enhance the fund’s market presence and investment capabilities.

  • Provided continuous support in managing the fund’s operations, including regular performance reviews and adjustments to the investment strategy.
  • Ensured the family remained informed about market trends and regulatory changes affecting their investments.

Results

  • The family successfully established their real estate fund with a well-structured financial framework compliant with Middle Eastern regulations.
  • Identified and invested in high-potential properties, with the initial investments yielding an average return of 15% in the first year, adding USD 7.5 million to their portfolio.
  • Built strong relationships with over a dozen key players in the Middle East’s real estate market, significantly enhancing their investment opportunities and market presence.
  • The family felt confident and secure in their investment strategy, with ongoing support and management ensuring a 20% increase in fund value within the first 18 months.