fund
Vesta Fund
Opportunistic real estate investments in residential/touristic and logistic sectors in Portugal.
Investment Sectors
Real Estate
Strategy Overview
Investment in stable income-generating properties with appreciation potential at attractive entry valuations.
Minimum Ticket Size
€350,000
First Close Passed
Yes
Set Up Fee
3.5% included
Management Fee
2%
Performance Fee
20% 20% above a 6.0% hurdle rate
Target Annual Returns
5% No predefined target for annual/final payout to investors. All the liquidity of the fund arising from the collection of rents will be distributed in the form of dividends (4%-6% per annum).
Target Returns Upon Exit
8% Target IRR of high single digits (7%-9%)
Subscription Deadline
September 2023
Target Fundraise
€50,000,000
Month Established
July 2021
Fund Duration
10 years
US-investors (PFIC)
Yes
Why Oxy Capital?
- Unrivaled reputation: leading Portuguese investment manager, with c. €1 billion AUM under several strategies, ranging from Growth/Buyout, Restructuring, Real Estate and Public Equities.
- Team background: experienced and committed team comprised of 25 investment professionals; partners working together since launch in 2012.
- Successful track-record: proven track-record of delivering value to investors through cycles and across sectors, with consistent outperformance.
- Real estate expertise: extensive experience in managing high-end touristic and real estate assets, and implementing value-add initiatives.
Why Vesta Fund, FCR?
- Golden Visa eligibility: designed to be fully compliant with the Portuguese Golden Visa requirements.
- Focus on capital preservation: disciplined investment approach characterized by conservative underwriting and rigorous asset-by-asset due diligence.
- Unique timing and opportunistic strategy: market price retrenchment as a result of the projected turmoil in the real economy may present attractive opportunities to selectively invest in high-quality assets at favorable prices.
- Proprietary deal flow: access to off-market deals with lower competition and early access to opportunities.
- Attractive risk-adjusted returns: investment in stable income-generating properties with strong value appreciation potential, at attractive entry valuations.