Invest
Strategy
Our partnerships provide access to real estate opportunities well before official market release, offering investors into the fund enhanced returns through capital gains.
We offer a fully managed investment that is focused on preservation of investor's capital with an aligned exit strategy.
Digitally driven, we will bring real-time access to each investment portfolio and provide cost and time optimisations with our end-to-end Digital Platform (launching ’21).
To attract additional foreign investment into Portugal, a specific tax regime for Private Equity Funds was put in place, that has distinct tax advantages over other investments, including direct purchase of Real Estate.
The entire process is maintained under a highly regulated environment and supervised by the Portuguese Securities Market Commission (CMVM).
Click here to view the Regulatory approval for the EQTY Fund.
Compare
Private Equity Fund vs Direct Property Investment
Estimated investment
Private equity fund
Property investment
Minimum Investment
€350,000
€500,000
€500,000
Property Value
€0
€500,000
€1,000,000
Mortgage
-
€0
€500,000
Transfer Taxes
0.0%
7.5%
7.5%
Stamp Duty
0.0%
0.8%
0.8%
Title Transfer Fees
0.0%
6.5%
6.5%
Registration & Notary Cost
0.0%
0.2%
0.2%
Lawyer Fees
€1,950
€5,000
€5,000
Subscription Fee
€5,250
-
-
Total Capital (est.)
€357,200
€542,500
€580,000
Invest
Our Strategy for Success
1
Team
- Have a like-minded, complementary skill-set team with locally experience and a global perspective
- Appoint a best-in-class profession team and expert advisors to provide insight and overview to an ever-changing environment.
- Build Value through strategic partnerships while always maintaining our core values, strict governance and full transparency.
2
Quality
- Buy quality real estate from premier developers with strong proven track records and after sale support
- Well-built properties typically have lower maintenance costs and achieve higher long term resale values
- Quality that is in high demand, well-built and able to achieve above market
3
Buy well
- #1 Rule is do NOT to lose money. Target low to moderate Risk-Adjusted Returns with a focus on Capital Preservation.
- Buy in locations and markets with strong fundamentals and opportunity for upside.
- Bulk buying discount and off-plan / refurbishment acquisitions to achieve below market entry points with some immediate downside protection.
4
Diversification
- Provide an effective Portfolio Spread across property types, locations and development stages.
- Apply modern portfolio management where no single property value is more than 10% of the total investmen
- Provide access to property investments opportunities outside Portugal and investment funds managed by world-class firms with strong reputable returns.
5
Financially efficient
- Achieve significant tax and cost efficiencies for investments via Private Equity Funds, providing higher returns to investors than direct ownership of traditional real estate
- Ability to have up to 50% leverage on real estate portfolio, taking advantage of historically low interest rates and providing enhanced leveraged returns
- Low annual running costs and incentivised profit share provides a strong, long-term alignment of interest between investors, the fund manager and promotor.
Before
Liberdade 71 Lisbon, Portugal
During Refurbishment
Liberdade 71 Lisbon, Portugal
At Completion
Liberdade 71 Lisbon, Portugal
Before
Liberdade 240 Lisbon, Portugal
During Refurbishment
Liberdade 240 Lisbon, Portugal
At Completion
Liberdade 240 Lisbon, Portugal
Before
Augusta Lisbon, Portugal
During Refurbishment
Augusta Lisbon, Portugal
At Completion
Augusta Lisbon, Portugal
Would you like to know more?
Feel free to call us +351 215 950 000 or send a message below.