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Your clients are asking for the Portuguese Golden Visa, why not make money out of it. As a real estate broker, provide good returns with a simple conversion process.
Being a top-tier broker and catering to the elite can be a tough ask. Finding the best the market has to offer, and ensuring it meets your client's financial needs, preferences, and objectives is a challenge; going above and beyond, however, is what makes a broker stand above the competition - enter VC funds in Portugal.
Investing in a fund in Portugal isn't just an astute venture that brings about profits, but it goes the extra mile, providing your clients with an EU residence in the shape of the Portuguese golden visa.
This guide will provide brokers with the information they need to expertly provide their clients with the details regarding Portuguese investment funds, how they can qualify them for the golden visa, and how it can benefit all parties involved.
Portugal's golden visa is a straightforward residency by investment program. Applicants that make a qualified investment into the country's economy can obtain a residence permit for themselves and their family members.
After holding on to the investment for five years, and spending seven days each year in Portugal, they then qualify for permanent residence and citizenship.
One of the eligible options open to applicants is an investment of 500,000 euros into an investment funds operating in Portugal.
Portugal has an abundance of VC funds operating within Portuguese borders. All funds are overseen by the CMVM, a government entity responsible for the regulation, accountability, and supervision of all fund activity.
Any CMVM recognized fund managed in Portugal and conducting at least 60% of its investment activity within Portuguese borders qualifies for the golden visa. However, not all investment funds are born equal, and choosing the right fund management company can prove highly beneficial.
Applicants invest 500,000 euros into a fund, which then allocates that capital to specific ventures. Investors can expect annual ROI and, depending on their nationality and place of residents, can apply for tax exemptions on that profit.
Investors can recoup their initial investment after a five year holding period, ensuring a smooth transition of their funds back to their bank accounts.
Investment funds are rapidly becoming one of the most popular investments under the golden visa umbrella; this is due to a variety of factors such as:
Funds are one of the best ventures any investor can consider, and getting an EU residence permit with a path to citizenship makes VC investment funds in Portugal even more enticing.
It is a win-win situation for everyone involved, as investors reap massive benefits, brokers save time and money trying to find a suitable investment, and the fund itself continues to grow and secure more benefits and profits for everyone involved.
If you are looking to offer your clients Portuguese investment funds as their next great investment, contact us today to know more.
Optylon Krea is an investment management and real estate development company that caters to the needs of international Golden Visa investors, with €1.8 Billion managed to date from Portugal to Turkey.
We have been the first to explore the Golden Visa eligible fund route in 2018 and are currently leading that market segment with more than € 200M under our advisory.
We strongly believe that Portugal is shifting from a mass tourism destination to a luxury resort. That is why we are bringing momentum to the main cities by developing high street retail and prime serviced apartment projects.