Last updated on October 1st, 2021

EQTY Fund: Portugal Golden Visa Fund Review

  • Investment Strategy
  • Residential real estate in Portugal and major funds in Europe

  • Minimum Investment Amount
  • €100,000
  • Fund Maturity
  • 7 years (w/ potential extensions)
  • Subscription Deadline
  • May 2022

The EQTY Capital Fund provides access to off-market real estate properties. The fund provides enhanced returns through capital gains.

The EQTY Fund offers 3 sub-funds:

1.Prime Residential (100% Portugal Residential)

2.Balanced Portfolio (± 70% Portugal Assets)

3.Customised Mix (You can allocate your investment between Fund 1 and Fund 2)

Check our article on Portugal Golden Visa Investment Fund option for more information on all funds.

If you’re interested in the EQTY Fund, let us introduce you to a professional that can help you.

More on the EQTY Capital Fund

The EQTY Capital Fund is a regulatory approved private equity fund that requires less investment than traditional real estate. In return, it provides significant tax benefits.

The EQTY promises a high-profit share for investors on exit. Also, management fees, which are very low, are paid from annual dividends.

Sub-Fund 1: Prime Residential

This option entails residential properties that are located in the most popular locations in Portugal. These properties include villas, apartments, and townhouses that are in high demand for both sale and rental. These properties have higher sales prices and consistent yields.

  • Per €100,000 investment
  • Yield over 7 years.: €20,000
    Capital Gain: €30,000
    Total Gain: €50,000
    Capital Returned: €150,000
    ROI: 50% & IRR of ± 7%
  • Per €350,000 investment
  • Yield over 7 years.: €60,000
    Capital Gain: €160,000
    Total Gain: €220,000
    Capital Returned: €570,000
    ROI: 63% & IRR of ± 8%

Sub-Fund 2: Balanced Portfolio


This option entails 50% allocation to the prime residential properties explained in Sub-Fund 1. The portfolio also includes similar residential units with attractive yields in key international markets, such as London, Paris, Berlin, and Barcelona.

  • Per €100,000 Investment
  • Yield over 7 yrs.: €17,000
    Capital Gain: €46,000
    Total Gain: €63,000
    Capital Returned: €163,000
    ROI: 63% & IRR of ± 8%
  • Per €350,000 Investment
  • Yield over 7 yrs.: €60,000
    Capital Gain: €160,000
    Total Gain: €220,000
    Capital Returned: €570,000
    ROI: 63% & IRR of ± 8%