Welcome to the Capital Green, a credit investment fund strategically designed to deliver consistent financial returns in the Portuguese corporate credit market.
This investment is eligible for the Portuguese Golden Visa Program.
With a target size of €25 million, Capital Green focus capital intensive
Portuguese small and medium companies that stand out for good credit worth profile.

Why Capital Green?

Expert Management

Led by a team with decades of experience in corporate finance and fund management.

Strategic Focus

Investments in debt instruments across capital-intensive sectors.

Unique Benefits

Capital Green offers consistent returns within a tax-efficient structure.

Investment Strategy

Opportunity: Retail banks have been over-exposed and are de-risking several segments of the corporate credit which is creating a funding gap. Unique conditions to create a platform to provide alternative finance to the Portuguese small and medium companies.

Origination: Network of contacts with corporate landscape that ensures a constant flow of credit opportunities.

Underwriting: Cross-functional and multidisciplinary team who understands the credit market and has worked through different market cycles

Structure: Deep understanding of the legal and regulatory framework and capabilities to manage complex financial structures

Capital Green Exit Strategy

Capital Green term: Capital Green is a closed-end fund with a term of 10 years. The fund invests in medium-term debt products (2 to 3 years) at fixed interest rates. Towards the end of the life of the fund, the fund manager will adjust the maturity of the loans to the liquidation period of the fund to ensure an orderly winding down of the fund and redemption of the investors.

Secondary Market Transactions: The participation units of Capital Green have an ISIN and are valued on a bi-annual basis allowing investors to trade them on the secondary market.

Key Features of the Fund

  • Fund Size: €25M
  • Registration number in CMVM: 2215
  • Target Sector: Small and medium companies operating in Portugal.
  • Target Investments: secured and unsecured debt instruments issued by small and medium companies operating in Portugal.
  • Target Return: up to 12%.
  • Distribution policy:
    • Class A Participation Units: distributing class
    • Class B Participation Units: accumulation class
    • Class C Participation Units: distribution class
  • Participation Units return features:
    • Class A Units: 6% fixed return (8% after 2032) – Distributing and ideal for investors seeking consistent income.
    • Class B Units: 6% fixed return (8% after 2032) – Accumulating and designed for growth-oriented investors.
    • Class C Units: This class of participation units have a residual claim on the assets of Capital Green and bear the running costs of Capital Green.
  • Minimum Investment Size: €250,000
  • Duration: 10 years
  • Tax Rate Regime:
    • Residents: 10%
    • Non-residents: 0% ensuring tax efficiency.
  • Fund Manager: FINPROP Capital
  • Depository Bank: Bison Bank
  • Regulator: CMVM (Portuguese Securities Market Commission), ensuring compliance and investor protection).
  • Auditor: Ernst & Young
  • Golden Visa Eligibility: Yes

Why Portugal?

Portugal stands as a premier destination for both living and investment, offering a harmonious blend of natural beauty, rich culture, and economic stability. Portugal’s unique combination of favorable climate, safety, modern infrastructure, and high living standards makes it an exceptional choice for individuals seeking a vibrant place to live, retire, or invest.

Pleasant Climate: With approximately 2,500 to 3,200 hours of sunshine annually, Portugal enjoys mild winters and warm summers, providing a comfortable environment year-round.

Stunning Coastline: Boasting 850 kilometers of diverse beaches, many recognized with Blue Flag status for their pristine condition, Portugal’s coastal areas are ideal for relaxation and recreation.

Top Golf Destination: Portugal is a premier destination for golf enthusiasts, offering exceptional courses throughout the country. The Algarve region alone boasts 42 world-class golf courses within a 100-mile stretch, attracting players from around the globe.

Advanced Transportation Network: Significant investments have led to a modern highway system and efficient airports, facilitating seamless connectivity within the country and beyond.

High-Quality Healthcare: Ranked 12th globally, Portugal’s public health system surpasses those of several developed nations, ensuring residents have access to excellent medical services.

 

Renowned Education System: Offering free education up to 18 years of age, Portugal holds the 16th position worldwide, with a notable proficiency in English compared to neighboring countries.

Peaceful Environment: According to the Global Peace Index 2021, Portugal is the 2nd safest country in Europe and ranks 4th globally, providing a secure setting for residents and investors alike.

Strong Passport: Holding the 4th position globally, Portuguese citizens enjoy visa-free or visa-on-arrival access to over 160 countries, reflecting the nation’s diplomatic strength.

Competitive Cost of Living: Living expenses in Portugal are generally lower than in many other European countries, offering affordability without compromising quality.

Top Retirement Destination: Ranked 4th globally by the 2022 Annual Global Retirement Index, Portugal is favored for its pleasant climate, healthcare quality, and overall lifestyle.

Livro de Reclamações

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Nuno Godinho
Property Fund Management

Nuno Godinho é licenciado em Administração e Gestão Empresarial, tem uma pós-graduação em Controlo de Gestão e Finanças Empresariais. Trabalhou como auditor sénior em Real Estate e Serviços de Auditoria na KMPG Portugal.

Ricardo Pereira
Managing Partner

Ricardo Pereira atua como Managing Partner, com 20 anos de experiência em banca e gestão de investimentos. Além disso, ele também é Founding Partner da inProp Capital LLP, uma empresa regulamentada de gestão de investimentos focada na inter-relação entre os mercados de ativos imobiliários e o mercado de capitais. Ricardo teve US$ 300 milhões em ativos sob gestão e é PhD em Finanças Imobiliárias pela Universidade de Cambridge.

Claudio Panunzio
Partner

Claudio Panunzio é Co-Fundador e Managing Partner na Hipoges Iberia. Claudio foi um dos fundadores da Hipoges, em 2008, inicialmente focando-se em atividades de assessoria e investimento. Claudio é, agora, Manging Partner, responsável pelas atividades de Advisory e RE Valuations, bem como atividades de Compliance, Auditing e Business Development. Anteriormente, Claudio trabalhou na Roland Berger Strategy Consultants e, mais recentemente, na Lehman Brothers em Structured Finance. Claudio é licenciado em Engenharia Mecânica, bem como possuí um MBA da NYY – Stern.

Carina Rocha
Compliance Officer

Carina Rocha é licenciada em Direito, desempenhou funções de acompanhamento, elaboração, avaliação e implementação das medidas e procedimentos adotados para detetar qualquer risco de incumprimento das obrigações legais e regulamentares, bem como controlo interno em matéria de prevenção do branqueamento de capitais e do financiamento do terrorismo, centralização da informação e respetiva comunicação às autoridades competentes.

Hugo Velez
Partner

Hugo é fundador e General Manager da Hipoges. Hugo tem mais de 20 anos de experiência no setor financeiro e mais de 17 no setor de servicing. Hugo tem estado envolvido na criação de plataformas de servicing em diferentes países, incluindo Espanha, Portugal, Brasil e Grécia. Participou em várias transações de NPL e REO. Antes de ingressar no sector NPL e de servicing, trabalhou no sector bancário, mais especificamente nas operações de titularização. Hugo é licenciado em Gestão pelo Instituto Superior de Economia e Gestão da Universidade Técnica de Lisboa.