Portugal Yield Fund II, FCR Investor Presentation
The fund life is 8 years, which is aligned with the usual holding
period for investors applying for a Golden Visa
Investment in the
fund and application
at SEF
Up to 12 months,
issuance of
residence card
Apply for
Portuguese
Nationality
8th year
Nov
2021
2022
2023
2024
2025
2026
2027
2028
Oct
2029
Subscription Period
2 years (until 10/2023), with increasingly
higher PU prices
Investment Period
4 years (until 10/2025) with two additional 2-year period (optional)
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Deals are sourced by researching the market and by the existent Iberis
network
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The fund conducts due diligences on the properties
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The fund invests in yielding assets, independently appraised and with
predictable cash flows
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The fund collects rents and is responsible to solve structural problems related
to the properties. Nonetheless, the day-to-day repairs are tenants'
responsibility
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Holding and Divestment Period
Total Fund Life is 10 years
with an optional extension of 2 years
The fund is a closed term fund, hence by the end of its life
(2029), it will have sold all its assets and returned the
proceeds to the investors
It is possible to exit earlier than the 8 years via secondary sale
of the participation units (securities that can be bought and sold
at any time), which requires finding a purchaser
Nonetheless, most investors choose to keep their position
in the fund as it strengthens the application for citizenship
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