Our team, on site in Portugal, works as an independent buyers’ agent, every step of the way, to help you find and acquire the best commercial property investment suited to your needs. Unlike realtors, we work only in your interest, meaning, you will always get access to the full market and best options.
We leverage local connections to ensure both off-market and online properties are taken into account as we triage and build a bespoke selection.
Our clients avoid missteps as they count on a one-stop-shop solution whereby the investment, tax and legal technicalities are handled.
Our team of experts & legal partners are available for a complimentary discovery call to answer your
questions and offer personalized advice based on your unique situation. We are here to help!
€350,000
Santarém
€75k paid 30 days after deed signed + 3% guaranteed yield from 5th year onwards + guaranteed buyback year 7 + 10 days free stay + taxes covered
€350,000
Porto
€52k paid 60 days after deed signed + guaranteed buyback year 7 + 7 days free stay + taxes covered
€500,000
Lisbon
€157k paid 60 days after deed signed + guaranteed buyback year 7 + 30% of capital appreciation + taxes covered
€280,000
São Mamede
4%-6% annual yield paid from 2025 + guaranteed exit strategy from year 7 + 50% of capital appreciation + 7 days free stay + taxes covered
€350,000
Setúbal
€12k paid upfront + 3.5% annual guaranteed yield for 3 yrs + 70% of profit from 5th year + guaranteed exit strategy + 85% of capital appreciation + 7 days free stay
€400,000
Portimão
4% guaranteed annual yield + guaranteed buyback year 7 + 14 days free stay + taxes covered
€350,000
Madeira
3% guaranteed annual yield + guaranteed buyback year 7 + 7 days free stay + taxes covered
€280,000
Alvor
Guaranteed buyback year 7 + 7 days free stay + taxes covered
1
Following an initial consultation,
our team establishes priorities based on
the needs and limitations of the client.
2
A bespoke - most commercially viable -
selection of investment options is
presented and discussed.
3
We organize the itinerary and book the viewings
if the client can visit Portugal. If not, we ensure
confidential remote representation.
4
Our clients are educated on
the "layout of the land" as to ensure
they can make an educated decision.
During assembly of the selection we collaborate
with the entire market
Our team, on site in Portugal, works as an independent buyers’ agent, every step of the way, to help you find and acquire the best residential property investment suited to your needs. Unlike realtors, we work only in your interest, meaning, you will always get access to the full market and best options.
We leverage local connections to ensure both off-market and online properties are taken into account as we triage and build a bespoke selection.
Our clients avoid missteps as they count on a one-stop-shop solution whereby the investment, tax and legal technicalities are handled.
- Low density and / or interior of the country areas
- High density areas can be accessible by investing in serviced apartments or swapping the units of a private equity fund or purchasing a mix use building (commercial and residential)
Our team of experts & legal partners are available for a complimentary discovery call to answer your
questions and offer personalized advice based on your unique situation. We are here to help!
€2M
Comporta
Luxury compound offering high quality amenities and white sand beaches 20 minutes away by car
€350,000 - €450,000
Madeira
3% guaranteed annual yield or flexible return + property management available
€360,000 - €450,000
Madeira
3% guaranteed annual yield or flexible return + property management available
€335,000
Grândola
3% guaranteed annual yield or flexible return + property management available
€280,000 - €350,000
Grândola
3% guaranteed annual yield or flexible return + property management available
€280,000
Grândola
1 year rental option of 3% annual yield from 2026 + property management available
€280,000
Covilhã
3% or 4% guaranteed annual yield for 5 yrs + property management available
1
Following an initial consultation,
our team establishes priorities based on
the needs and limitations of the client.
2
Our clients are educated on
the "layout of the land" as to ensure
they can make an educated decision.
During assembly of the selection we collaborate
with the entire market.
3
We triage both the off-market and online market.
A bespoke - most commercially viable - selection of
properties is presented and discussed.
4
We organize the itinerary and book the viewings
if the client can visit Portugal. If not, we ensure
confidential remote representation.
5
Our team negotiates best possible terms once
the client has decided upon the option.
6
The law firm will perform contractual due diligence.
In addition, the legal team shall guide you every
step of the way. Our clients are represented
across all stages.
Though we are not financial advisors, we ask the right tough questions and grade the funds, using specific criteria and expert support. Our team, independent from the market, on site in Portugal, is constantly triaging through eligible Private Equity Funds.
The market is saturated with over 40 funds. Most will not attract the necessary funding. We use the following as valuation criteria:
Eligibility - Must be regulated by CMVM & present an adequate legal framework
Credibility - Fund managers must have the track record of success
Profitability - Overall strategy is scrutinised & viability of exit strategy
Diversification - We seek a blend of sectors, risk profiles, and in some cases, geographical markets
Sector - Fund's chosen investment sector should play a key role in our client's investment decision
Risk profile - Our clients get briefed on profile of each fund as to match their risk appetite
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Our team of experts & legal partners are available for a complimentary discovery call to answer your
questions and offer personalized advice based on your unique situation. We are here to help!
Reach out for a full selection of funds
| Fund Acronym | Investment Sector | Investment Profile | Min. Investment | Subscription Deadline | Fund Lifetime |
|---|---|---|---|---|---|
| NXT | Real Estate (Yielding Assets) | Retail - Prime Yielding Assets | 200,000€ | December, 2022 | 8 |
| PA | Real Estate | Branded Residences | 200,000€ | June, 2023 | 8 |
| EQPP | Real Estate - Yielding Assets | Residential, Touristic & Mixed-Use | 50,000€ | August, 2023 | 8 |
| EQBP | Real Estate & Venture Capital | Prime Residential, Development Opportunities & VC in EU/US | 50,000€ | April, 2024 | 8 |
| IMCO | Real Estate (Development) | Residential, Touristic, Student Accommodation | 100,000€ | February, 2023 | 8 |
| BCG | Real Estate (Yielding Assets) | Leisure & Hospitality, Industrial, Agricultural | 104,500€ | December, 2023 | 7 |
| IB | Venture Capital | High-growth Startups (tech & biotech) & SMEs in Ocean Economy with UN SDGs | 250,000€ | June, 2023 | 10 |
| PTF | Agriculture | Farmland (Buy & Lease) | 100,000€ | July, 2023 | 8 |
1
Following an initial consultation, our team establishes
clarity on client's appetite for risk, preference of
sectors, profitability & payout expectations.
2
Our clients are educated on the
"layout of the land" as to ensure they can
make an educated decision.
3
We brief our clients on selected
funds and organize the calls so that
decision making process is quick and safe.
4
The law firm will perform contractual due diligence.
In addition, the legal team shall guide you every
step of the way. Our clients are represented
across all stages.
Our team of experts & legal partners are available for a complimentary discovery call to answer your
questions and offer personalized advice based on your unique situation. We are here to help!
Responsible for implementing the fund’s investment strategy, managing its trading activities, and complying with CMVM regulations.
Provides guidance and direction to the fund’s investment strategy. Usually very experienced and highly specialized in a particular sector.
Refers to the types of investments the fund is targeting within a particular sector. For example, in the case of real estate, there are investment opportunities across a range of profiles – residential, tourism, retail, hospitality, and student accommodation.
The value which an investor must commit to the fund in order to enter per each unit. Funds that are designed specifically for the Golden Visa have a total required investment of €500,000 threshold.
Also referred to as Fund Term. This is the period of time that the fund will be open. This total Fund Lifetime is typically split into Subscription Period, Investment Period, and Liquidation Period. It usually stretches from 6 to 10 years. It is usually possible to extend the Fund Lifetime, if necessary due to economical reasons.
Refers to the market sectors into which the Fund Managers and Advisors intend on investing the fund’s resources. Most Golden Visa funds in Portugal focus on real estate; Yielding Assets are those which have tenants paying a rental income, Developments are those which are purchased, upgraded/value-added, and then sold for a profit. A smaller portion of funds invests into sectors such as technology, agriculture, manufacturing, and Government bonds. Some funds specialize in one sector whilst others diversify between multiple sectors.
Simply states which countries the fund intends to target. Although the majority of funds are focused solely on Portugal, the rules mandate that 60% of the fund’s resources must be invested inside Portugal whilst it is permissible to invest 40% outside Portugal.
A fee paid from the fund’s resources to the Fund Managers and Advisors for their ongoing management work. It typically ranges from 1% to 2.5% and is not subject to performance.
Refers to an amount that the Fund Managers have set as a target to pay out to investors each year. It is usually expressed as a percentage of the investment amount which is net of fund costs. This figure usually ranges from 3-5% but it’s important to remember that is a target rather than a guarantee.
Refers to the cost paid by an investor when entering into the fund. It is paid in addition to the investment amount and is used to cover administration, marketing, and fund-raising costs. The amount varies across Funds.
The maximum period in which the fund will be open to receiving new investment. In some cases, funds may reach their total investment capacity before the formal end of the subscription period and will therefore close the fund to new investment earlier than planned.
The percentage of the final profits distributed to the Fund Advisors at the end of the Fund Lifetime, after the Liquidation Period. It is expressed as a percentage of profits above the Annual Distribution Target. The Performance Fee varies significantly from fund to fund and is typically a commercial decision acting as a reflection of a) how active the Fund Advisors have been during the Fund’s Lifetime, and b) the greater overall profits which are typically associated with such activities.