The fund is hospitality-centric, primarily focusing on investments in entities within the Portuguese hospitality sector.

Opportunities to invest in substantial hospitality transactions alongside professional hospitality investment managers.

Due to factors such as lack of time, personal capital, experience or expertise, private investors seldom find opportunities to invest in sizeable Hospitality transactions alongside professional Hospitality investment managers who have personal capital invested.
Unlike large institutional funds that require investment minimums of approximately €10 million of capital, the Fund provides investors with access to a professionally managed hospitality investment vehicle on a no-load, wholesale basis.

There are very limited spaces for retail investors, so please arrange a consultation.

The fund has received authorization from the Portuguese Securities Market Commission (CMVM) for a subscription of 50 million Euros with a 10-year term to provide high-net-worth individuals, sophisticated investors, corporations, small pension funds, and multi-family offices with access to a professionally managed private equity fund that focuses on growth strategies aligned with capital protection. In view of its conservative composition, the Fund has also been approved for retail investors.

The strategy prioritizes investing in companies in the tourism and hospitality sectors. The fund aims to support companies that intend to develop new hospitality projects operating under tier-1 brands, each with at least 200 rooms.

The Fund’s overall purpose is to enhance the value of invested capital and generate gains from the acquisition, holding, development, and subsequent sale of equity and debt instruments, benefiting from their appreciation. The Fund’s composition will adhere to applicable laws and regulations, encompassing investments in companies’ equity, supplementary capital, supplies, and obligations, as well as credits, concessions of credit, or provision of guarantees to subsidiaries.

Private investors find the market for these assets difficult to access. The Operating Principals, however, have extensive experience with this market. The goal of the Fund is to return all capital plus an estimated internal rate of return ( IRR )of 11% on that capital by the time the Fund is liquidated.

For an investment brochure and video, please enquire about a convenient time to call to determine your suitability.

The post Golden Visa Hospitality in Porto Portugal – Managed by a Global Brand appeared first on Bondtilli Investments.

Invest in Portugal’s sustainable energy sector through the acquisition of private equity shares in this exciting new fund. Portugal’s energy sector is rapidly growing and renewables are expected to contribute at least 80% of all electricity generated in the country by 2030. This fund is raising €25M and offers investors promising returns, guaranteed at 8% a year with a guaranteed buy-back of €500,000 after the required holding period. 

KEY HIGHLIGHTS:

• Golden Visa investment requirement: €500,000;
• Fund Size: €25 Million;
• Guaranteed Buy-back : from 3 years with a 3 months notice period;
• 8% guaranteed return per annum;
• Bonus of 2% per year after 5 years until close the fund;
• Promoters are assuming subscription fee, management fee and exit fee:
• Setup Fee: 0%
• Management Fee: 0%
• Fund Term:10 years
• Various exit strategies available;
• 0% tax for non-residents.

These are a few examples of qualifying Fund Investments for residency and citizenship investment in Portugal. For advice and details on each of these, please get in touch with us for an introduction to the relevant fund manager who is regulated to advise on them. 

Invest in Portugal’s hospitability sector through the acquisition of private equity shares in the countries leading hotel development company. This exciting hospitality fund has a target of €140M and offers investors a fixed income of 2% a year and a guaranteed buy-back of €500,000 after a 6-year holding period. The fund has no management fee and no subscription fee.

KEY HIGHLIGHTS:

• Golden Visa investment requirement: €500,000;
• Fund Size: €140 Million;
• 2% fixed return per annum;
• Guaranteed buy-back after the 6 year holding period;
• 7 days usage per year in the funds hotel projects.
• Setup Fee: 0%
• Management Fee: 0%
• Various exit strategies available;
• Invest with the leading Hospitality developer in Portugal with an excellent track record.

The benefits of Portugal’s Golden Visa have helped establish it as arguably the world’s foremost residency-by-investment program. They include:

• Low minimum investment of just €500,000
• Eligibility to live, work and study in Portugal
• Visa free travel throughout the EU Schengen zone
• Ability to apply for Portuguese citizenship after five years (without needing full residency)
• Minimum stay requirement of just 14 days every two years
• No tax on worldwide income
• Option for Non-Habitual Tax Residency (NHR)

ADVANTAGES OF GOLDEN VISA FUNDS:

0% FundProfits

Our fund is fully exempt from Corporate or Capital Gains Tax.

0% InvestorProfits

Non-resident investors are fully exempt from tax on profits or investments. Those who register as tax residents in Portugal will be subject to 10%. Residents in blacklisted jurisdictions will be subject to a taxation of 35%.

0% NHR

New residents in various industries can register for Non-Habitual Residency status, capping tax on income from overseas at 0% (for 10 years), depending on the source and typology of income, provided that specific requirements are met.

10% Pension tax

Pensions ported to Portugal can be drawn down with a 10% income tax.

0% Inheritance tax

Spouses and children are exempt from Inheritance tax in Portugal.

PLEASE COMPLETE THE ENQUIRY FORM FOR MORE INFORMATION OR TO ARRANGE A CALL WITH A REGULATED FUND MANAGER.

Important Disclaimer: Private Equity Fund Investment carries inherent risks. We do not provide investment advice or recommendations. The information on this website is for informational purposes only and should not be construed as investment advice.

bondtilli.com acts as an introducer to regulated Fund Managers but we do not provide investment advice on funds. Please read our disclaimer.

The post Golden Visa Investment Funds in Portugal appeared first on Bondtilli Investments.