ALKHABEER REIT FUND

What ALKHABEER REIT FUND does

Alkhabeer Capital is a Saudi Arabia-based, CMA-licensed (License No. 07074-37) closed joint stock company founded in 2004 and headquartered in Jeddah. The firm provides Shariah-compliant investment management, securities brokerage, private equity, real estate investment, and corporate finance advisory services, with reported distribution reach into 34+ global markets and offices in Jeddah and Riyadh. The Alkhabeer REIT Fund is one of several investment vehicles managed under this platform.

The firm operates a multi-product platform spanning more than 38 funds with over SAR 9.6 billion in assets under management, including the Alkhabeer REIT Fund, the Alkhabeer Income Fund, the Alkhabeer Growth and Income Fund (listed on Tadawul as 4701), and the recently launched Alkhabeer Income Fund 2030. Brokerage is delivered through a proprietary Alkhabeer Tadawul trading platform, with execution infrastructure enhanced by a co-location partnership with Wamid and institutional block-trade capability integrated via AWRAAQ Digital. The platform supports margin financing, advisory mandates, and real estate and private equity principal activities, and recently added a next-generation brokerage interface described as embedding AI technologies.

Revenue is generated primarily through asset management fees on Shariah-compliant funds, brokerage commissions on Saudi equity flow, corporate finance advisory fees, and performance fees on private equity and real estate vehicles. The firm employs approximately 115 staff and serves high-net-worth individuals, institutional investors, and family businesses as its primary customer segments.

Name

ALKHABEER REIT FUND

Legal name

Alkhabeer Capital

Website

https://alkhabeer.com

Company type

Public

Founded year

2004

Operating status

Operating

Headcount range

101–250 employees

Short description

Alkhabeer Capital is a CMA-licensed Saudi asset manager managing SAR 9.6B+ across 38+ Shariah-compliant funds (including the Alkhabeer REIT Fund), offering brokerage, private equity, real estate, and corporate finance services to HNW individuals, institutions, and family businesses.

Ownership category

akta.pro rank

Product category

Real Estate Investment Trust (REIT)

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Real Estate Investment Trusts (6798), Investment Advice (6282)

akta.pro primary industry

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

akta.pro secondary industries

REITs & Listed Real Estate Securities (FSAAAKAD), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Real Estate Debt & Mortgage Strategies (FSAAAKAC)

Keywords

• Sharia-compliant REIT
• Real estate investment fund
• Closed-ended traded fund
• Rental income distributions
• Saudi real estate investing

Headquarters

HQ city

Jeddah

HQ country

Saudi Arabia

HQ region

Middle East

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Operations, Personnel, Marketing or Sales, Infrastructure, Others

Revenue model

1. Brokerage Services: Commission-based brokerage services for trading in Saudi and global markets. Commission rates vary by market, ranging from 0.155% (15.5 bps) for Saudi markets to various rates for international markets including US, European, and Asian exchanges. Includes custody fees of 0.06% monthly for certain markets.
2. Asset Management Fees: Management fees from operating and managing investment funds across real estate, private equity, and capital markets. The company manages over SAR 9 billion in assets under management.
3. Corporate Finance Advisory: Specialized Sharia-compliant capital raising and M&A advisory services to businesses, private investors, and families for capital restructuring and transaction execution.
4. Real Estate Investment Fund Management: Management of Alkhabeer REIT Fund with total assets of SAR 2,062 million, generating periodic rental income and cash dividends distributed quarterly.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core offering

Alkhabeer REIT Fund is a publicly offered, closed-ended Sharia-compliant real estate investment traded fund regulated by the Saudi Capital Market Authority (CMA), with a 99-year duration and SAR 2,062 million in total assets after the second additional offering. The fund invests in income-generating real estate assets in Saudi Arabia and distributes quarterly cash dividends to unitholders derived from continuous rental returns and capital appreciation of the underlying diversified real estate portfolio.

Product overview

Alkhabeer Capital offers a comprehensive suite of Sharia-compliant financial products and services organized as a platform-plus-modules architecture. The core offering includes the Alkhabeer REIT Fund (a closed-ended real estate investment traded fund), the Alkhabeer Tadawul Platform (trading/brokerage platform), and the Alkhabeer Income Fund family (including the Alkhabeer Income Fund and Alkhabeer Income Fund 2030). These are supplemented by Capital Markets (discretionary portfolio management), Private Equity (acquisition and SME investment services), Real Estate Investment (property-focused products), and Corporate Finance (advisory services). All offerings are Sharia-compliant and regulated by the Capital Market Authority (CMA) under license no. 07074-37.

Differentiator

Problem solved

Functional benefit

Brands

• Alkhabeer Tadawul Platform: 100% Sharia-compliant trading platform offering access to 34+ global markets with features including instant portfolio activation, SSO functionality, margin financing, and purification service
• Alkhabeer REIT Fund
• Alkhabeer Income Fund
• Alkhabeer Growth and Income Fund
• Alkhabeer Income Fund 2030

Products and services

• Alkhabeer REIT Fund A publicly offered, closed-ended Shariah-compliant real estate investment traded fund regulated by the Saudi Capital Market Authority (CMA), with a 99-year duration. The fund invests in income-generating Saudi real estate assets and distributes quarterly cash dividends to unitholders derived from continuous rental returns and capital appreciation. Total assets stand at SAR 2,062 million after the second additional offering.

Quantifiable outcome

• 79% total return over 3 years and 57% since inception for Alkhabeer Growth & Income Traded Fund
• +4 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• Fasanara CapitalcoreStrategic or Co-development Partner · 29 July 2025Strategic partnership to unlock fintech private credit opportunities in Saudi Arabia, combining Alkhabeer's local market expertise with Fasanara's fintech capabilities.
• WamidcoreTechnology or Integration · 17 June 2025Strategic partnership with Wamid, the innovation arm of Saudi Tadawul Group, enabling Alkhabeer Capital to become the first financial institution to adopt Wamid's Co-Location Hosting Service. This partnership provides priority order execution, faster market access, and exceptional connectivity through direct access to the Saudi market infrastructure.
• Shariyah Review Bureau (SRB)coreOthersSRB is appointed to help Alkhabeer Capital adhere to best practices and guidelines on Sharia governance. SRB facilitates Sharia-related discussions, product research, and Sharia reporting while working with head of functions to augment Sharia principles. SRB manages establishment of robust Sharia governance mechanism, coordinates with various departments on Sharia issues, and supervises Sharia audits.

Scale indicators9 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Riyad Capital: Major Saudi CMA-licensed broker-dealer and asset manager (affiliated with Riyad Bank) providing brokerage, asset management, investment banking, and Shariah-compliant funds across equity, fixed income, and real estate—directly comparable business mix to Alkhabeer Capital.
• Jadwa Investment: Saudi-focused investment management and advisory firm offering Shariah-compliant public equities, private equity, and real estate investment products. Overlaps with Alkhabeer's RE, PE, and capital markets franchises in the Saudi institutional and HNW segment.
• Al Rajhi Capital: Leading Saudi Shariah-compliant investment bank and asset manager affiliated with Al Rajhi Bank, offering brokerage, AM, advisory, and a family of traded income and growth funds that compete directly with Alkhabeer's REIT, Income, and Growth & Income funds.
• SNB Capital: Saudi Arabia's largest asset manager and CMA-licensed broker-dealer (subsidiary of Saudi National Bank), offering brokerage, asset management, advisory, and Shariah-compliant funds. Direct competitor across Alkhabeer's full product stack with significantly larger AUM.
• Alahli Capital: SNB subsidiary providing Saudi brokerage, asset management, and investment banking services. Competes directly across the full suite of Alkhabeer offerings, particularly in Shariah-compliant products.
• Saudi Fransi Capital: Investment arm of Banque Saudi Fransi offering brokerage, asset management, and corporate finance. Comparable Saudi CMA-licensed peer with overlapping HNW and institutional client base.
• Derayah Financial: CMA-licensed Saudi financial services firm providing Shariah-compliant brokerage, asset management, and advisory services. Competes head-to-head with Alkhabeer in Saudi retail brokerage and HNW wealth management.
• GIB Capital: Saudi-based investment banking and brokerage arm of Gulf International Bank, providing advisory, asset management, and brokerage services across the GCC. Competes with Alkhabeer in advisory mandates and institutional brokerage.
• SEDCO Capital: Saudi-based global Shariah-compliant asset manager operating across private equity, real estate, and capital markets with institutional-grade fund structures. Closely comparable to Alkhabeer's diversified Shariah-compliant asset management platform.

Regional players

• Emirates NBD Capital (KSA): UAE-based investment bank with a Saudi subsidiary (Emirates NBD Capital Saudi Arabia) offering brokerage, advisory, and asset management. Regional peer competing for institutional Saudi/GCC mandates rather than primarily Saudi retail flow.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@AlkhabeerCapital
• Xx.com/AlkhabeerCap
• Facebookfacebook.com/AlkhabeerCap
• LinkedInlinkedin.com/company/1558624

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ALKHABEER REIT FUND