Portuguese Golden Visa through investing into a Real Estate Fund


Why Portugal?

  • Portugal is consistently ranked as one of the countries globally with the highest standards in education and healthcare. A country that is safe, affordable, stable and offers a very comfortable lifestyle.
  • As a testament to the excellent schooling system, most of the population is bi-lingual and speaks excellent English. This makes it significantly easier for international expats to settle.
  • A high number of International Private Schools are also available.
  • Portuguese Residency entitles you to live, work, and study in Portugal. The visa applies to the whole family - Husband and Wife, Children, Parents (even the in-laws!)
  • A Portuguese Golden Visa offers visa free travel to all countries in the EU Schengen Area, and eventually access to European Citizenship with a passport ranked within the top 5 of the world.
  • If you become a Portuguese resident, then you have the option to take up the Non- Habitual Resident Permit (NHR) which offers extremely attractive tax incentives.
  • Portugal offers a wonderfully warm and sunny climate.
  • What more do you need?

Why secure a Golden Visa through a Real Estate Fund?

  • Quicker than buying a property. This is now important!
  • Less costs and fees - Acquiring a property in Portugal comes with an IMI transfer tax (average 6%), stamp duty (0.8%), and annual municipal taxes (between 0.3-0.5% annually). Investment into a property fund has none of these taxes.
  • Tax Efficiencies - Tax on income and capital gains from the fund can be minimised depending on your personal circumstances. Conversely, property investors must pay 28% tax on rental income.
  • Diversification across multiple properties.
  • Investing into real assets, i.e. Bricks and Mortar.
  • Hassle free investment, with all the management taken care of by the fund.
  • Investing into prime properties in Lisbon, Porto and the Algarve which no longer qualify for Golden Visas with direct ownership.
  • For any properties sold by the fund, investors are personally offered first access and a discount on the market price.
  • No need to move to Portugal, unless you want to. You would only be required to spend 7 days a year in Portugal.
  • Regulated by the CMVM (Portuguese Securities Market Commission) and the Bank of Portugal.
  • Speed - quickest way to secure a visa (Worth mentioning again)
Can US citizens invest? Yes.  

Want to know more? Speak to a member of the team today