JWP FUND

While most international investors have yet to discover the potential of Portugal, the Iberian pearl, JWP has benefited from encouraging real estate investment results since 2011 and established a subsidiary in 2013. In response to the latest Portuguese Golden Visa program, JWP has announced the establishment of the JWP Golden Fund, regulated by the Portuguese Securities Market Commission (CMVM) and the European Central Bank (ECB). The fund is a closed-end private equity fund dedicated to capitalizing Portugal-based companies, offering high net worth individuals an attractive portfolio of investments and Portuguese residency. The main investment strategy of JWP Golden Fund has been formulated by professional financial experts and research analysts, focusing on uncovering unrealized growth opportunities and hidden value in the booming real estate market.

Fund Certificate issued by CMVM

Fund Investment Act
2017.11.26

Act No. 102/2017, which came into force on 26 November 2017

allows citizens of non-EU countries to obtain a Portuguese “golden visa” through capital transfer investment.

2021.01

At the Portuguese Council of Ministers in January 2021

Decree 14/2021 of February 12 was approved and issued, amending the investment residence permit policy.

Contents of the amendment: Citizens of non-EU countries applying for a golden visa should invest at least EUR 500,000 in an investment fund or venture capital fund capitalized by the company. The investment period is at least five years and at least 60% of the investment is made through commercial companies headquartered in Portugal. Has come into effect on January 1, 2022.

Why choose JWP Fund

JWP Golden Fund is a Portuguese local fund approved and registered by the Portuguese Securities Regulatory Commission (CMVM, Comissão do Mercado de Valores Mobiliários) and regulated by it in real time. Bank) supervision.

JWP Golden Fund is a fund product that responds to the latest Portuguese Golden Visa Program Act, and is also a type of fund recognized by the Immigration Bureau for Golden Visa investment, which fully complies with the golden visa application conditions.

The fund is the latest investment method issued by the Portuguese Service SEF Golden Visa. Compared with traditional real estate investment, the fund has the advantages of lower investment threshold and more peace of mind after investment.

Fund Basic Information Sheet
Fund Investment Strategy-Real Estate Investment Fund
single property investment

Investors directly purchase and hold residential real estate

Small residences have weak ability to resist market fluctuations

real estate investment fund

Investors jointly hold a variety of medium and large commercial real estate projects with other investors by subscribing for fund shares

If the fund performs poorly, it can still recover most of the investment amount for investors by selling the underlying assets

stock investment fund

Investors subscribe for fund shares and indirectly hold stocks

Stocks are high-risk investment products without real assets. If the investment fails, investors face the risk of fund liquidation affecting their identity and losing their capital

Focus on real estate

whole apartments, hotels, office buildings, etc.

Subdivision industry selection

choose popular industries that are in short supply and have large room for improvement

Value-added strategy

acquire mature properties for renovation, repair, and expansion, and generate new added value while generating stable cash flow income

No leverage is used

100% of the fund is invested with its own funds, without debt, and the investor is the only asset holder

Clear exit path

The fund has a clear exit schedule, which can lock the counterparty in advance, sell assets on time and return funds to investors

Acquisition

core assets

Asset classes popular with market investors such as apartments,hotels,office buildings

Retrofit

upgrade

Refurbish,restore,expand,bring new added value to the asset

Operation

Stable cash flow income

Certainty returns and greater risk resistance from mature properties

Sell

Exit path is clear

According to a clear investment schedule,look the transaction in advance and sell on time to meet the investor’s exit needs

JWP Golden Fund’s advantages

The investment cost is low, and the fees are clear and transparent; the products are standardized, the investment amount can meet the fund share, and the fund has no taxes and additional maintenance costs;

Safe and worry-free, strong supervision; the fund is supervised by the Portuguese Securities Regulatory Commission, the Portuguese Central Bank, and the European Central Bank, and the funds are supervised by professional depositary banks to ensure the safety of funds;

Diversified investment allocation to effectively diversify risks; invest in real properties, diversify property types and regions, reduce restrictions on a single project and a single region, and improve the ability to resist risks;

The investment and research system is sound and managed by a professional team; through in-depth research on Related policies and local market research, make more professional judgments for investment;

Do not use leverage to maximize the security of the principal; all investment activities of the fund only use its own funds, and the investor is the only holder of the asset

Introduction of the Fund has tendered
Cabo Apartment

- Located in the old town of Lisbon

- Assets worth approximately EUR 4 million

- All sold out

Khalid Apartments

- Located in the old town of Lisbon

- Assets worth approximately EUR 4 million

- All sold out

Freire Apartments

- Located in the old town of Lisbon

- Assets worth approximately EUR 4 million

- Sold out within a week

Freire Apartments Phase II

- Located in the old town of Lisbon

- Assets worth approximately EUR 6 million

- All sold out

Exe Essenzia Porto Hotel

- Brand new 4 star hotel in the heart of Porto

- Assets worth over ten million euros

- Number of rooms: 80

- Management of international chain operators, signed a 15-year long-term contract