Regulated Investment Funds With Strategic Value

Explore fund-based investment options designed for performance, security and long-term residency planning.

Looking to invest in
Portugal with confidence?

Our funds are designed for qualified investors seeking both performance and peace of mind — including those aiming for a Golden Visa. All our funds are CMVM - regulated and backed by experienced asset managers. 

OptylonKrea advisory team in a meeting about regulated investment opportunities.

Global Trust, Local Leadership

Pioneer and market leader in Portugal, over 600 investors from 40 countries trust us with their investments.

Why Invest in a Fund?

Investment funds offer a smart alternative to traditional real estate. They are professionally
managed, diversified across multiple assets, and provide clearer exit strategies. With lower
operational risk and tax-optimized structures, they are ideal for international investors.

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Diversified asset allocation 

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Regulated by CMVM (Portugal’s securities authority)

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Lower operational risk 

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Simplified legal structure 

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Access to Golden Visa

Hakan Kodal, Chairman of OptylonKrea talks about how to choose the right fund.

The Funds we advise

Below is a selection of our open and historical funds. Each fund is structured to meet different investor profiles, combining solid real estate assets with a focus on ROI and compliance.  

Ando Europe Fund

GOLDEN VISA ELEGIBLE

Created in February 2024 | Open for subscriptions since March 2024 

Managed by Stag Fund Management, the Ando Europe Fund invests in the Ando Living brand, its operating companies, and subsidiaries — with a strong focus on premium serviced hospitality experiences across Europe.

Golden Visa eligible under the current law, as the fund does not invest directly or indirectly in real estate assets.

  • Focus on prime and emerging locations through hospitality and lifestyle ventures: hotels, apart-hotels, serviced apartments and food & entertainment businesses.
  • Geographical scope includes Portugal (mainly Lisbon), as well as key European cities like Madrid, Paris, London, Athens and Istanbul.
  • Investments cover fit-out, FF&E and OS&E, backed by long-term management contracts and experienced operating companies.

  • Premium building linked to the Prima Europe Fund, a European real estate investment fund.

    Prima Europe Fund

    Closed at €67.5 millions in January 2024

    Prima Europe Fund managed by Stag Asset Management, is focused on Ando Living's real estate expansion.

    Prima Europe Fund’s investment strategy will target commercial assets including but not limited to hotels, apart-hotels, serviced apartments and coliving concepts. It will focus on Portugal, mainly Lisbon, as well as other European cities such as Madrid, Barcelona, Milan, Athens and Istanbul with excellent investment and growth potential.

  • High street retail property in Lisbon, part of the Next Capital Fund by OptylonKrea.

    Next Capital Fund

    Closed at €62 millions of equity in 2022

    Next Capital Fund managed by Stag Fund Managers has strategy of investing in yielding or under development commercial asset with a special focus on high street retail and hospitality. The Portfolio includes the trophy asset located in Rua Augusta which was recorded largest high street retail transaction in Portugal.

    The fund is investing mainly in prime commercial assets including but not limited to high-street retail, logistics and specialized offices such as health centers and coworking, mainly in Lisbon, as well as in other European cities such as Madrid, Barcelona, Milan, Athens & Istanbul.

  • Diversified real estate project included in the Nest Capital Fund in Lisbon.

    Nest Capital Fund

    Closed at €52 millions of equity in 2020

    NEST has been established in January 2019 with a diversified portfolio investment strategy, both geographically and asset wise. It is a 6 year closed-end fund with a minimum investment size of €350.000.

    ‍The fund’s investment strategy focuses in prime retail assets either yielding or under development, with tenants such as cafes, restaurants, touristic shops and classic retailers. The fund closed with €52M with more than 150 investors.

  • Commercial property in Lisbon included in the LIG1 Private Equity Fund, private equity vehicle.

    LIG1 Private Equity Fund

    Closed at €16 millions of equity in 2018

    LIG1 has been established in December 2017 and did its first closing during Q1-2018, a 7-year closed-end fund with a minimum investment size of €500.000.

    Initially, it invested into commercial spaces of Corpus Christi Project, which was sold in January 2020. Currently it's holding another prime commercial asset in Lisbon.

    As of today, the fund is proving an average 9% p.a return since inception.

FAQs

Frequently Asked Questions

What sectors do your funds typically invest in?

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Our funds focus on hospitality and real estate-backed ventures in Portugal and selected European markets, aligned with our investment strategy. 

What is the typical investment term for a VC fund?

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Most venture capital funds have a fixed term of 5–10 years, during which capital is invested, managed, and eventually returned to investors after exits. 

Are returns guaranteed?

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No. Returns depend on the performance of the underlying investments. Venture capital carries higher risk than traditional investments but also the potential for higher returns. 

How is the value of my investment determined?

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Fund valuations are typically updated periodically (quarterly or annually) based on the performance and fair market value of the portfolio companies. 

Who manages the funds?

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A licensed and regulated fund management company oversees investment decisions, risk management, and compliance. 

What fees are involved in investing in a fund?

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Most funds charge a management fee and a performance fee (also called “carried interest”) based on profits. Specific fee structures vary and are detailed in the fund’s documentation. 

How do I receive returns from my investment?

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Distributions can occur when portfolio companies are sold, achieve liquidity events, or when the fund reaches key milestones. Returns are typically paid to investors after costs and fees. 

Can I exit the fund before the end of the term?

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Exiting early is usually difficult but may be possible under specific conditions outlined in the fund agreement. 

Learn How Our Fund Qualifies for the Golden Visa

Let our investment consultants guide you through our fund, tax questions and compliance processes. Get in touch for a personalized assessment or download our fund overview.