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Investing in Portuguese Funds – Motivations and Impactful Investments

The Portugal Golden Visa Programme continues to be one of the most reliable residency-by-investment options in Europe. Its enduring appeal is reinforced by the diverse range of funds available, enabling investors to tailor their choices to match their individual investment strategies, risk appetites and overall profiles. This flexibility, coupled with the programme’s established reputation, positions Golden Visa-eligible funds as a compelling option for clients seeking both financial returns and the benefits of residency in 2025.

In 2025, the primary motivation for clients investing in Golden Visa-eligible funds will be risk mitigation. This often involves diversifying their portfolios or selecting conservative funds that offer sustainable returns supported by solid, market-aligned business plans.

Addressing concerns from clients unfamiliar with fund-based Golden Visa options has required a proactive and educational approach. Transparency has been central to our strategy. We prioritise providing clear and honest explanations of how our funds operate, how returns are generated, and the mechanics of features like put-options.

By maintaining this openness, we have been able to build trust and reassure clients, helping them feel confident and comfortable with their investment decisions. Ultimately, our commitment to transparency and client education has strengthened our relationships with investors and reinforced confidence in fund-based Golden Visa options, positioning them as a viable and appealing alternative to traditional real estate investments.

Our investment strategy for 2025 remains focused and consistent: acquiring existing private schools and transforming them through our innovative pedagogical model, with the primary exit strategy being the sale of the schools to international groups seeking to enter the Portuguese market. This approach involves not only enhancing educational standards but also expanding campus facilities and offerings. By maintaining this strategy, we continue to provide investors with a compelling and sustainable avenue for growth.

To date, the Sharing Education I & II Funds have acquired and developed 3 private schools in Portugal. Notably, we recently sold a stake in one of our schools to an international education group, achieving a successful exit with a 4.5x return on our initial investment.

By capitalising on the increasing interest in educational investments, we are well-positioned to lead in this evolving market. Our commitment to delivering quality education and sustainable returns resonates with investors seeking stability and impact beyond the real estate market. The transition away from real estate-linked funds has not only reinforced our positioning but also highlighted the growing recognition of education as a transformative and resilient investment opportunity.

With the subscription period for Sharing Education I now closed, the subscription period is currently open for the Sharing Education II fund.

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