Khaled Akl
Founder and CEO at Prime Value Real Estate- Claim this Profile
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English -
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Arabic -
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Some French -
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Bio
Sanjay Uppal
Khaled is a very dedicated individual who is focused on delivering results. It was a pleasure to have him on the team on M&A transactions and have the benefit of his experience and insights..
Sanjay Uppal
Khaled is a very dedicated individual who is focused on delivering results. It was a pleasure to have him on the team on M&A transactions and have the benefit of his experience and insights..
Sanjay Uppal
Khaled is a very dedicated individual who is focused on delivering results. It was a pleasure to have him on the team on M&A transactions and have the benefit of his experience and insights..
Sanjay Uppal
Khaled is a very dedicated individual who is focused on delivering results. It was a pleasure to have him on the team on M&A transactions and have the benefit of his experience and insights..
Credentials
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Certified Analyst by ESCA , Security and Commodity Authority, Abu Dhabi, U.A.E
Emirates Securities & Commodities AuthorityJan, 2013- Oct, 2024 -
Chartered Alternative Investment Analyst, CAIA Association, Charter Number 4509, Massachusetts, U.S.A
CAIA AssociationJan, 2010- Oct, 2024 -
Association for Investment Management and Research, Charter Number 49439, Virginia, U.S.A
CFA InstituteSep, 2001- Oct, 2024
Experience
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Prime Value Real Estate
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United Arab Emirates
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Real Estate
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1 - 100 Employee
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Founder and CEO
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Sep 2014 - Present
The objective of the company is to invest, purchase and sell Commercial, Residential, Industrial, farming and mixed used properties. We offer valuation services and advice on the quality of the properties under consideration. We use both comparative and Net Operating Income valuation methods and make sure to satisfy investor needs by providing alternative investment opportunities to meet their investment objectives. Institutional and retail investor are provided with a suite of services that… Show more The objective of the company is to invest, purchase and sell Commercial, Residential, Industrial, farming and mixed used properties. We offer valuation services and advice on the quality of the properties under consideration. We use both comparative and Net Operating Income valuation methods and make sure to satisfy investor needs by providing alternative investment opportunities to meet their investment objectives. Institutional and retail investor are provided with a suite of services that extend from site visits, to property valuation, acquisition, deal administration and property registration in addition to advice on their real estate portfolios. We cater to expat investors through free hold investments mainly residential, office and commercial properties. And manage a portfolio of virgin and developed properties to GCC and local investors. We have initiated a group of Real Estate Investors and brokers whom list properties directly with offer price and contact. We are licensed by the land department to register, and updated title deeds, plans and commercial use of properties. Show less The objective of the company is to invest, purchase and sell Commercial, Residential, Industrial, farming and mixed used properties. We offer valuation services and advice on the quality of the properties under consideration. We use both comparative and Net Operating Income valuation methods and make sure to satisfy investor needs by providing alternative investment opportunities to meet their investment objectives. Institutional and retail investor are provided with a suite of services that… Show more The objective of the company is to invest, purchase and sell Commercial, Residential, Industrial, farming and mixed used properties. We offer valuation services and advice on the quality of the properties under consideration. We use both comparative and Net Operating Income valuation methods and make sure to satisfy investor needs by providing alternative investment opportunities to meet their investment objectives. Institutional and retail investor are provided with a suite of services that extend from site visits, to property valuation, acquisition, deal administration and property registration in addition to advice on their real estate portfolios. We cater to expat investors through free hold investments mainly residential, office and commercial properties. And manage a portfolio of virgin and developed properties to GCC and local investors. We have initiated a group of Real Estate Investors and brokers whom list properties directly with offer price and contact. We are licensed by the land department to register, and updated title deeds, plans and commercial use of properties. Show less
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Self Employed
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Real Estate
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1 - 100 Employee
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Private Research & Investment Director
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Sep 2014 - Present
Work closely with investment committee and chairman and consult with external advisors to develop Investment strategies that comply with their risk budget. Provide insight on performance and management of investment programs. Share in depth knowledge of investment concepts in addition to valuation and analysis of risk matrixes. Work with senior management teams of banks and investment companies and collaborate with financial reporting and accounting staff of several banking institutions. Short… Show more Work closely with investment committee and chairman and consult with external advisors to develop Investment strategies that comply with their risk budget. Provide insight on performance and management of investment programs. Share in depth knowledge of investment concepts in addition to valuation and analysis of risk matrixes. Work with senior management teams of banks and investment companies and collaborate with financial reporting and accounting staff of several banking institutions. Short list and high light new emerging and economic financial issues. Oversee outsourced and insourced staff analyst. Skilled in using excel, bloomberg and Reuters. • Equity Research & Investment Analysis. Performed investment valuation and strategy reviews of banks, investment, real estate companies and holding companies. • Debt Research & Analysis. Reviewed and analyzed several country reports including GCC and Levant companies. Performed multiple bond analytical reports and reviewed prospectus filings. • Macro & Industry Research. Undertaken several banking industry report reviews and identified vulnerable banks and investment opportunities. • Alternative Investments. Performed comparative, DCF and cost analysis to real estate valuations. Went through portfolio analysis including star and satellite identification and strategies. • Published Research on Linkedin. Research articles include Capital Control, Banking law Review and Strategy Reviews. Show less Work closely with investment committee and chairman and consult with external advisors to develop Investment strategies that comply with their risk budget. Provide insight on performance and management of investment programs. Share in depth knowledge of investment concepts in addition to valuation and analysis of risk matrixes. Work with senior management teams of banks and investment companies and collaborate with financial reporting and accounting staff of several banking institutions. Short… Show more Work closely with investment committee and chairman and consult with external advisors to develop Investment strategies that comply with their risk budget. Provide insight on performance and management of investment programs. Share in depth knowledge of investment concepts in addition to valuation and analysis of risk matrixes. Work with senior management teams of banks and investment companies and collaborate with financial reporting and accounting staff of several banking institutions. Short list and high light new emerging and economic financial issues. Oversee outsourced and insourced staff analyst. Skilled in using excel, bloomberg and Reuters. • Equity Research & Investment Analysis. Performed investment valuation and strategy reviews of banks, investment, real estate companies and holding companies. • Debt Research & Analysis. Reviewed and analyzed several country reports including GCC and Levant companies. Performed multiple bond analytical reports and reviewed prospectus filings. • Macro & Industry Research. Undertaken several banking industry report reviews and identified vulnerable banks and investment opportunities. • Alternative Investments. Performed comparative, DCF and cost analysis to real estate valuations. Went through portfolio analysis including star and satellite identification and strategies. • Published Research on Linkedin. Research articles include Capital Control, Banking law Review and Strategy Reviews. Show less
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Abu Dhabi Commercial Bank
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United Arab Emirates
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Banking
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700 & Above Employee
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Head of Research
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Apr 2008 - Aug 2014
Published and covered more than 25 research reports on UAE equities listed on DFM and ADSM. I looked at all sectors in the UAE including Banking, Telecommunication, Real Estate and Cement. Prepared initiation reports and quarterly reviews on the covered companies. enhanced and revised excel valuation models and reviewed literature reviews in addition to leading teams and managing the process to produce high value research. Attended and lead management meetings with Chief Financial… Show more Published and covered more than 25 research reports on UAE equities listed on DFM and ADSM. I looked at all sectors in the UAE including Banking, Telecommunication, Real Estate and Cement. Prepared initiation reports and quarterly reviews on the covered companies. enhanced and revised excel valuation models and reviewed literature reviews in addition to leading teams and managing the process to produce high value research. Attended and lead management meetings with Chief Financial Officers, Chief Executive officers and Investment Relations Managers aimed at uncovering the plans of the company being researched. Supervised and revised the valuation models and added Show less Published and covered more than 25 research reports on UAE equities listed on DFM and ADSM. I looked at all sectors in the UAE including Banking, Telecommunication, Real Estate and Cement. Prepared initiation reports and quarterly reviews on the covered companies. enhanced and revised excel valuation models and reviewed literature reviews in addition to leading teams and managing the process to produce high value research. Attended and lead management meetings with Chief Financial… Show more Published and covered more than 25 research reports on UAE equities listed on DFM and ADSM. I looked at all sectors in the UAE including Banking, Telecommunication, Real Estate and Cement. Prepared initiation reports and quarterly reviews on the covered companies. enhanced and revised excel valuation models and reviewed literature reviews in addition to leading teams and managing the process to produce high value research. Attended and lead management meetings with Chief Financial Officers, Chief Executive officers and Investment Relations Managers aimed at uncovering the plans of the company being researched. Supervised and revised the valuation models and added Show less
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Emirates NBD
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United Arab Emirates
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Banking
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700 & Above Employee
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Mergers & Acquisitions Managers
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Jun 2004 - Mar 2008
I am experienced in setting International and Regional expansion plans of financial institutions in the GCC through organic and external growth processes. I have prepared financial and business plans for representative offices and branch operations submitted to Regional and International Central Banks. I have provided M&A advisory to the board of directors and chairman in addition to financing plans and structure to carry out the envisioned expansion strategy. Lead the valuation tasks in the… Show more I am experienced in setting International and Regional expansion plans of financial institutions in the GCC through organic and external growth processes. I have prepared financial and business plans for representative offices and branch operations submitted to Regional and International Central Banks. I have provided M&A advisory to the board of directors and chairman in addition to financing plans and structure to carry out the envisioned expansion strategy. Lead the valuation tasks in the merger process of commercial and Islamic Banks in Turkey. Built in house discounted Cash Flow models and reviewed assumptions of models presented by investment Banks and Management consultants such as Mckinesy and ATA Invest. Short listed bank acquisitions targets in the above markets and performed share swap valuations. . Reviewed the banking industry of Turkey, Lebanon, India, Saudi Arabia and other’s on semiannual basis. Show less I am experienced in setting International and Regional expansion plans of financial institutions in the GCC through organic and external growth processes. I have prepared financial and business plans for representative offices and branch operations submitted to Regional and International Central Banks. I have provided M&A advisory to the board of directors and chairman in addition to financing plans and structure to carry out the envisioned expansion strategy. Lead the valuation tasks in the… Show more I am experienced in setting International and Regional expansion plans of financial institutions in the GCC through organic and external growth processes. I have prepared financial and business plans for representative offices and branch operations submitted to Regional and International Central Banks. I have provided M&A advisory to the board of directors and chairman in addition to financing plans and structure to carry out the envisioned expansion strategy. Lead the valuation tasks in the merger process of commercial and Islamic Banks in Turkey. Built in house discounted Cash Flow models and reviewed assumptions of models presented by investment Banks and Management consultants such as Mckinesy and ATA Invest. Short listed bank acquisitions targets in the above markets and performed share swap valuations. . Reviewed the banking industry of Turkey, Lebanon, India, Saudi Arabia and other’s on semiannual basis. Show less
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PolyStar Inc
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Lebanon
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Real Estate
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1 - 100 Employee
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Business Planning Analyst
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2000 - 2003
Business Planning Analyst. Financial Analysis. 2000-2003 Performed detailed feasibility studies in the real estate sector for residential, commercial and hotel projects. Gathered sales trend information in relation to competing projects within the vicinity of the proposed development aimed at preparing sales forecast and terms of payment schedule to be employed in projecting cash in flows. Communicated and consulted with the estimation department to compile budget estimate and cash… Show more Business Planning Analyst. Financial Analysis. 2000-2003 Performed detailed feasibility studies in the real estate sector for residential, commercial and hotel projects. Gathered sales trend information in relation to competing projects within the vicinity of the proposed development aimed at preparing sales forecast and terms of payment schedule to be employed in projecting cash in flows. Communicated and consulted with the estimation department to compile budget estimate and cash draw down schedules used in determine cash outflows. Applied three sources of financing to the projects cash flows mainly, land financing provided by the selling company (Solidere) equity financing provided by shareholders and construction loan provided by bank and holding companies. Created hospitality, commercial and residential financial models that include, assumptions, space program, sales & terms of payment, Show less Business Planning Analyst. Financial Analysis. 2000-2003 Performed detailed feasibility studies in the real estate sector for residential, commercial and hotel projects. Gathered sales trend information in relation to competing projects within the vicinity of the proposed development aimed at preparing sales forecast and terms of payment schedule to be employed in projecting cash in flows. Communicated and consulted with the estimation department to compile budget estimate and cash… Show more Business Planning Analyst. Financial Analysis. 2000-2003 Performed detailed feasibility studies in the real estate sector for residential, commercial and hotel projects. Gathered sales trend information in relation to competing projects within the vicinity of the proposed development aimed at preparing sales forecast and terms of payment schedule to be employed in projecting cash in flows. Communicated and consulted with the estimation department to compile budget estimate and cash draw down schedules used in determine cash outflows. Applied three sources of financing to the projects cash flows mainly, land financing provided by the selling company (Solidere) equity financing provided by shareholders and construction loan provided by bank and holding companies. Created hospitality, commercial and residential financial models that include, assumptions, space program, sales & terms of payment, Show less
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Byblos Bank Group
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Lebanon
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Banking
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700 & Above Employee
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Treasury and Money Markets
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1996 - 1998
Essential duties included daily cash and funds management, forecasting, management reporting, security settlement, shorter term investments, and transfers. • Transacted business with brokers, investment bankers, and correspondent banks. • Provided daily cash/short-term liquidity management of $10M-$15M via various funding alternatives (purchase agreements, credit facilities, and overnight and money placements). • Traded stocks listed in Beirut stock exchange and traded $50M Eurobond… Show more Essential duties included daily cash and funds management, forecasting, management reporting, security settlement, shorter term investments, and transfers. • Transacted business with brokers, investment bankers, and correspondent banks. • Provided daily cash/short-term liquidity management of $10M-$15M via various funding alternatives (purchase agreements, credit facilities, and overnight and money placements). • Traded stocks listed in Beirut stock exchange and traded $50M Eurobond portfolio. • Contributed to raising $35M through floating certificate of deposit. Show less Essential duties included daily cash and funds management, forecasting, management reporting, security settlement, shorter term investments, and transfers. • Transacted business with brokers, investment bankers, and correspondent banks. • Provided daily cash/short-term liquidity management of $10M-$15M via various funding alternatives (purchase agreements, credit facilities, and overnight and money placements). • Traded stocks listed in Beirut stock exchange and traded $50M Eurobond… Show more Essential duties included daily cash and funds management, forecasting, management reporting, security settlement, shorter term investments, and transfers. • Transacted business with brokers, investment bankers, and correspondent banks. • Provided daily cash/short-term liquidity management of $10M-$15M via various funding alternatives (purchase agreements, credit facilities, and overnight and money placements). • Traded stocks listed in Beirut stock exchange and traded $50M Eurobond portfolio. • Contributed to raising $35M through floating certificate of deposit. Show less
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Education
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2007 - 2007
Harvard University
Investment Management Workshop #37, Asset Management -
1995 - 1997
Lebanese American University
MBA, Masters in Business Administration -
1992 - 1995
Lebanese American University
Bachelor of Science with Honors , Business Administration, Beirut University College, Beirut , Leban, Business Administration and Management, General
Community
