Investment Profile
Subscription Deadline
Fund Maturity
Minimum Investment Amount
The EQTY CAPITAL FUND gives investors access to a select and diverse portfolio of properties from Portugal’s top real estate developers, all of whom have a track record of delivering remarkable results.
It is a fully-managed, multi-asset portfolio that is diversified by asset type, geography, and exposure to a European Venture Fund supported by Sovereign Wealth.
Sub-Fund I: Residential
This choice includes residential residences in some of Portugal’s most popular locations. Villas, apartments, and townhouses are among the assets in high demand for both sale and rent. These properties often command higher sales prices and produce above-average capital growth with consistent yields. Apartments with short-term rental licenses that are also appropriate for long-term tenants will be among the assets.
Per €100,000 investment
- Yield over 7 years: €20,000
- Capital Gain: €30,000
- Total Gain: €50,000
- Capital Returned: €150,000
- ROI: 50percent & IRR of ± 7percent
Per €350,000 investment
- Yield over 7 years: €70,000
- Capital Gain: €105,000
- Total Gain: €175,000
- Capital Returned: €525,000
- ROI: 50percent & IRR of ± 7percent
Sub-Fund II: Balanced Portfolio
This portfolio will contain assets in the retail, commercial, education, and industrial sectors with reliable tenants and long-term leases, which typically have higher yields and lower but stable capital growth. The portfolio will also consider investing in minority holdings in development stage projects with our pre-approved developers where an exit strategy is clear and specified. The goal of these investments is to generate a bigger capital gain rather than an annual income.
Similar residential units in significant international markets with excellent returns and growth potential will be included in the fund, as will the capacity to sell within an acceptable time frame. London, Paris, Berlin, Barcelona, Frankfurt, Prague, and Athens are just a few of the key cities.
Per €100,000 Investment
- Yield over 7 years: €17,000
- Capital Gain: €46,000
- Total Gain: €63,000
- Capital Returned: €163,000
- ROI: 63percent & IRR of ± 8percent
Per €350,000 investment
- Yield over 7 years: €60,000
- Capital Gain: €160,000
- Total Gain: €220,000
- Capital Returned: €570,000
- ROI: 63percent & IRR of ± 8percent
Note that returns are affected by a variety of factors, including asset type, location, size, market conditions, and property cycles. There’s no guarantee that the target return rate will be met.
