Comparably Low Risk
We invest in companies with currently yielding real estate assets that provide protection in adverse scenarios or in mid-market companies with cash flow generation and structures that provide strong downside protection.
IBERIS CAPITAL
The Golden Visa is an investment based residency programme through which more than 25 000 non-EU citizens have already obtained a Portuguese residency permit. The investor and his/her immediate family are instantly allowed to travel to and between the 26 Schengen Area countries. The investment paves the way to the Portuguese Passport and EU residency.
Iberis Capital investment funds are eligible for application, by investing a minimum of €500.000. Our funds are supported by a team with excellent track records and constitute the best option on the market for any foreign investor looking to apply and benefit from this programme.
Instantly conveys the right to live, work, study and access healthcare anywhere in the EU.
The Portuguese legislation allows for the immediate family to apply for the residency visa.
Instant free travel across the 26 Schengen zone countries for the investor and his/her family.
Obtain temporary residency after 6 to 12 months and a path to permanent citizenship after five years, with the obtention of a Portuguese passport.
The programme has the lowest investment requirements in Europe, starting from €500.000.
The Portuguese Golden Visa renewal only requires a one week visit to the country per year.
FUND REQUIREMENTS
Our investment funds meet the requirements of the Portuguese residency by investment programme, meaning they are an excellent opportunity for any investor looking to apply:
Funds registered under the Portuguese legislation
Five years minimum maturity for the chosen investment
€500K minimum capital transfer
60% of the investment realised in commercial companies with head office in Portugal
The fund targets innovative and technological Portuguese companies with proven results and global growth potential. Complementarily, the fund will invest smaller tickets in early stages as a way to access later stages to the ones which performed better. The predecessors showed the investment capability with Bluetech I totally invested in 19 of the most innovative companies in the country.
Investment in each firm | 1% - 10% of the fund raised |
Portfolio Target | 15 - 25 companies |
Fund Life | 12 years* |
Investment Period | 8 years* |
The Portugal Yield Fund II focuses on real estate backed businesses oriented to cash flow generation (capital appreciation is an upside). The Fund seeks diversified and transparent exposure to Portuguese real estate. The investment strategy stipulates that at least 80% of total assets be yield generating Real Estate assets, with an option to invest the remaining 20% in other yielding businesses with solid asset coverage. (e.g. infrastructure, concessions).
This Fund targets a stable annual net yield of 4-5% with low risk. The Portugal Yield Fund II is a solution directly targeting the needs of Golden Visa investors. The focus is on providing a controlled risk investment for the visa while still generating attractive returns.
Investment in each firm | € 1.5 - 10M |
Portfolio Target | 6 – 10 Investments |
Fund Life | 8 Years + 2 X 2 Years* |
Investment Period | 3 Years + 2 X 2 Years* |
*optional by decision of the Participants
We are available to answer any specific questions you may have regarding Iberis Capital and the application to Portugal’s Golden Visa through our investment funds.
THE RIGHT PARTNER
Iberis is a leading private equity firm in Portugal. Our team has excellent track records and years of experience managing investments worldwide and is fully dedicated to providing returns for our investors. By investing with us, you’re not only applying for the Golden Visa, but choosing the best option to secure returns from your investment.
Iberis Capital’s funds are unique in the market, with full transparency in management and aligned incentives.
We invest in companies with currently yielding real estate assets that provide protection in adverse scenarios or in mid-market companies with cash flow generation and structures that provide strong downside protection.
Investing with Iberis Capital means partnering with Portugal’s best private equity team, with deep and complementary expertise and a long, proven track record of generating returns for investors.
Iberis, the management company, has no connection with real estate developers, brokers, immigration agencies or law firms. We have no additional funds investing in real estate nor perform any transactions between funds.
The fee structures for investing in the funds are clear, with everything specified in the contracts: no additional fees or income leakage to the managing society or agents. When real estate assets back the investment, the properties are also independently appraised by reputable auditors.
Iberis Capital invests pari passu with investors in the managed funds, guaranteeing complete alignment of incentives.
We provide full process support for investors wanting to use the Portugal Yield Fund as an investment vehicle for the Portuguese Golden Visa application, guiding you every step of the way to the submission of your application.
We are available to answer any specific questions you may have regarding Iberis Capital and the application to Portugal’s Golden Visa through our investment funds.