IBERIS CAPITAL

Obtain EU residency through the Golden Visa

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 family are instantly allowed to travel to and between the 27 Schengen Area’s 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 €350.000. 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.

Portugal Golden Visa Benefits

Immediate Residency

Portuguese Residency

Instantly conveys the right to live, work, study and access healthcare anywhere in the EU.

With family

Full Family Residency

The Portuguese legislation allows for the direct family to apply for the residency visa.

Travel Freely

Schengen Space Free Travel

Instant free travel across the 27 EU Schengen zone countries for the investor and its family.

Acquire the passport

The Path to EU Citizenship

Obtain temporary residency after 6 to 12 months and a path to permanent citizenship after five years, with the obtention of a Portuguese passport.

Investment

Low Investment Requirements

The programme has the lowest investment requirements in Europe, starting from €350.000.

Be where you want

No Relocation Requirement

The Portuguese Golden Visa renewal only requires a one week visit to the country per annum.

Living in Portugal

Portugal - Lifestyle & Business

Why Portugal?

Portugal is a stable European country with a long history and global outlook. It has a favourable tax regime, with a low effective tax burden, free remittance of funds, no inheritance and gift tax and no wealth tax, beneficial tax treatment for pensions and other life insurance products and more than 60 double taxation treaties.

It offers a dreamy landscape, an expansive coastline, a climate full of sunshine, hospitable people, and delicious cuisine. Better yet, it provides this high quality of life at a very affordable cost of living. These features make Portugal a desirable destination for international investors to invest in and obtain the right to live, work, and study in the country.

Requirements & benefits

Requirements

Any foreign resident with no criminal record can apply to this programme.

The application to the Golden Visa programme requires the realisation of some type of investment in Portugal. The most straightforward and cost-efficient solution is using an investment fund, with the minimum investment being 350.000€.

Advantages of Investment Funds

The required value for the investment is lower (350.000€ vs 500.000€ for real estate investments).

It is a much more diversified investment than, for example, purchasing a property.

You do not need to spend any time managing your investment.

You can save on fees and taxes compared to a direct real estate investment.

You do not need to spend time scouting for property investments and dealing with the extensive paperwork of acquiring property for Golden Visa.

The beneficiary is only required to spend a minimum of 1 week per annum in Portugal.

For five years, investors and their families hold a resident permit visa. After five years, and having met the other conditions of citizenship (basic command of the Portuguese language and attachment to the country), the Golden Visa beneficiary can apply for Portuguese and, consequently, EU citizenship.

Your investment, our expertise

FUND REQUIREMENTS

Iberis’ funds meet the conditions for the application

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:

  • Fund registered under the Portuguese legislation

  • Five years minimum maturity for the chosen investment

  • €350K minimum capital transfer

  • 60% of the investment realised in commercial companies with head office in Portugal

Portugal Yield Fund

Oriented to cash flow generation

The Portugal Yield Fund 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 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.

LEARN MORE
Investment in each firm € 1.5 - 10M
Portfolio Target 6 – 20 Investments
Fund Life 10 Years+ 2 Years*
Investment Period 6 Years + 2 X 1 Years*

*optional

Greytech II

Growth and buyout opportunities

The Greytech II fund targets the best growth and buyout opportunities in established and innovative companies in the Portuguese mid-market. The investment strategy aims at 40-60% stakes in companies with a track record of cash flow generation and EBITDA of €2-5M.

The Fund will prioritise yielding senior structures that combine exposure to the upside with solid downside protection. This Fund targets 15-20% returns, with annual yield and substantial capital appreciation

LEARN MORE
Investment in each firm € 3 - 10M
Portfolio Target 6 – 10 Investments
Fund Life 8 Years + 2 X 2 Years*
Investment Period 4 Years + 2 X 2 Years*

*optional

THE RIGHT PARTNER

Invest with a reputable private equity firm in Portugal

Iberis is the 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.

Advantages

A transparent, independent and compliant investment

Iberis Capital’s funds are unique in the market, with full transparency in management and aligned incentives.

  • Relative 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.

  • The Best PE Team

    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.

  • Independence and Compliance

    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.

  • Transparency

    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.

  • Co-investment from Iberis

    Iberis Capital invests pari passu with investors in the managed funds, guaranteeing complete alignment of incentives.

  • Golden Visa Process Support

    We provide full process support for investors wanting to use the Portugal Yield Fund or the Greytech II as an investment vehicle for the Portuguese Golden Visa application, guiding you every step of the way to the submission of your application.

Invest Now

Changes in legislation in 2022

Act on the current opportunity, as the conditions for application will change

Act on the current opportunity, as the conditions for application will change The Portuguese government has issued new legislation for the Golden Visa programme during 2021. Among other changes, by the end of this year, the minimum investment necessary will be increased to €500.000 (this will not affect current investors). As such, it is advantageous that anyone who wants to apply to the programme does it now.

Learn More

Applying To the Golden visa

We can provide full support through the application process

Iberis does not provide direct legal support but has established partnerships with experienced immigration lawyers, so that you have full assistance throughout the application process, guidance in every step of the way and ensuring your application is submitted.

Timeline
  • 1.

    Document Validation

    6 Months

  • 2.

    Online Application and Immigration Appointment

  • 3.

    Residency Card

  • 4.

    Residency 1st renewal

  • 5.

    Residency 2nd renewal

  • 6.

    Citizenship Application

    5 Years

  • 7.

    Portuguese Passport holder and Full EU'

  • THE PROCESS

    The timeline to obtaining citizenship

    Up to 20 days after your application is approved (which can take up to 6 months), you and your family members will receive their residency cards, immediately enjoying the benefits of residency and free travel in the EU.

    Year 1-2

    The residence card will allow you to travel freely within the Schengen countries (you also need to bring your passport) without applying for any visas. In the first two years, you must spend at least a total of fourteen days in Portugal. At the end of the second year, it’s necessary to go through a card renewal process.

    Year 3–4

    The new residence card is valid for two years. During this period, you need to be in Portugal for at least another 14 days (consecutive or non-consecutive). At the end of the period, it’s necessary to go through another renewal process.

    Year 5+

    You can apply for permanent residency or citizenship after the fifth year, and obtain a Portuguese passport. If you do not want to apply for either, you can continue renewing your Golden Visa every two years.

Fully compliant.

Over 100 investors have utilised Iberis Capital private equity solutions to apply for the Golden Visa. No application has been rejected.

GV Applications by Stage
graphic one
GV Applicants Nationality
CONTACT US

Investment Solutions for the Golden Visa

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.