Launch Partners

Launch Partners

US private equity firm to tailor structures for Islamic customers

US private equity firm BEO Investments is ready to create on-demand tailored investment vehicles to address specific client needs, including Shariah compliant structures, for access to real estate opportunities that can provide steady returns and potential capital gains.

CEO Jean Paul Szita shared with IFN Investor: “This approach ensures that investors receive personalized solutions while participating in US real estate opportunities, with a focus on capital preservation, transparency and execution.”

Drawing on over 25 years operational experience and US$2.5 billion in completed transactions, Jean said the firm’s management team has worked extensively with international investors to help ensure deals meet both US compliance requirements and faith-based financial principles.

These principles underpin the three investment funds launched by the firm recently for its accredited clients – covering stabilized core multifamily residences, a multi-asset opportunistic real estate fund, and a Florida luxury development.

The first is the BEO Core Yield Fund, which features completed, fully-occupied residential properties across the US that exhibit favorable population growth and job markets.

With these assets providing immediate cash flow from acquisition, “this fund aims to generate consistent and predictable income for investors over a five-year holding period, with a conservative leverage ratio and targeting an IRR (internal rate of return) of 12-14%”.

The BEO Value Opportunity Fund is structured as a blind pool – where speed, timing and capital readiness allow for favorable acquisition terms when opportunities arise across multifamily, office and industrial assets from distressed sellers or unique situations over a five-year horizon.

“The objective is to achieve value creation at the point of acquisition, generating upside through tenant repositioning, operational improvements and strategic enhancements over the investment period. The structure allows for capital reinvestment within the first 36 months, aiming to achieve a compounding effect on returns, and targets an IRR of over 20%.”

The BEO Luxury Home Fund is focused on acquiring and developing waterfront properties in Southern Florida – where there is high demand and low inventory. The short two- to three-year investment period reflects the time needed to acquire, demolish and rebuild for a first-generation sale – as “buyers are specifically seeking new, custom-built properties in prime locations”.

Jean said BEO’s faith-driven approach is reflected in its commitment to ethical investing – by ensuring that each investment opportunity aligns with values of fairness, trust and responsibility.

“The firm believes that success is built on serving others and acting with integrity, principles that resonate with Shariah compliant investors seeking to participate in purpose-driven, responsible investments.”

US private equity firm BEO Investments is ready to create on-demand tailored investment vehicles to address specific client needs, including Shariah compliant structures, for access to real estate opportunities that can provide steady returns and potential capital gains. CEO Jean Paul Szita shared with IFN Investor: “This approach ensures that investors receive personalized solutions while participating...

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