Portfolio

The company invests mainly in the following sectors:

Real Estate
Kebele Investments Ltd generally invests directly in assets as the major or sole owner.

Kebele’s commercial portfolio includes a top quality project in Nairobi and the coastal town of Mombasa. Real estate projects available are either commercial or residential, for a long term. Additional land-development rights, which the company expects to utilize in the future, are also included.

Aviation
Our vision and experience bring a unique understanding to financing and enhancing the value of business aviation assets.

Kebele provides aircraft leases and lease management services to companies and flying schools around the Kenya, primarily focusing on the acquisition of the latest generation of narrow-bodied, fuel-efficient aircraft – the kind that are most in demand in the resilient short-haul and economy markets.

Through our subsidiary Sebeta Aviation, we ride on our most experienced management team.

Leasing has become an increasingly important source of financing for the airline industry. Currently more than 40% of new aircraft deliveries are leased compared to less than 20% 15 years ago. Capital-constrained established businesses and newer, emerging flying schools experiencing rapid growth look to leasing to help them adapt to changing levels of demand. Narrow-bodied, fuel-efficient, low-maintenance aircraft are in demand because they help control operating costs and offer flexibility in the resilient short haul and economy travel markets.

Against this backdrop of long-term growth in the civil aviation market, Kebele identified this opportunity to take advantage of the market dislocation to create a leading local aircraft lessor that could benefit from the attractive long-term growth dynamics.

Marketable Securities
We invest in financial instruments, with high growth potential for capital gains. Our portfolio is diverse, and it includes quoted equities, offshore instruments and fixed income securities.

Private Equity
Kebele invests in both high growth opportunities in emerging markets and deep value opportunities in mature markets. The company generally invests directly in prospects where it can exert significant influence.

Agri-Business
We invest in both raw and permanent cropland, acquiring properties typically that can generate sustainable cash flow. We lease raw crop properties that can be expected to generate attractive current income returns. In some areas where it is advantageous to directly operate or a custom farm with raw crops, we will do so to enhance returns.

We directly operate permanent cropland in order to maximize income returns but may choose to lease permanent cropland for clients looking for lower risk/lower return investments. We consider both developmental properties and mature, income-producing properties.

We analyze the type of commodity grown, quality and location of the property, age of the crop or tree, soil types, and other factors that can affect the investment’s risk and return.