Hotel Invest is a closed-end venture capital fund managed by Fundbox a seasoned Portuguese fund manager, to invest exclusively in hospitality management companies. The Fund’s inception was in March 2024 and maturity will be reached in March 2032. We expect to deliver an annual return close to 10%.
Hotel Invest intends to distribute a minimum of 3% annual dividends, after the 1st year of operation.
- 100M Initial Target to raise
- 70% Return in 8 years
- ~10% Expected annual return
- 3% Expected anual distribution
- Golden Visa Eligible
- Download – Presentation and Factsheet
The Fund invests in Portfolio of hotels throughout the most attractive destinations in Portugal, operated under prestigious brands. The Fund will be managed with the objective of maximizing value throughout every stage of the investment journey. Following acquisitions, strategic initiatives will be meticulously implemented, tailored to the unique characteristics of the assets. This approach is designed to optimize asset value and achieve the targeted returns
| Field | Details |
|---|---|
| Fund Manager | Fund Box SGOIC |
| ISIN | PTNFWSIM0008 / PTNFWTIM0007 |
| Inception Date | 08/04/2024 |
| Maturity Date | 07/04/2032 |
| Custodian Bank | Bison Bank |
| Auditor | BDO & Associados |
| Management Fee | 1% + €15,000 initial fee (first year only) |
| Unit Classes | Class A; Class B |
| Unit Price | Class A: €1,000 / Class B: €1,000 |
| Minimum Investment | Class A: €100,000 / Class B: €100,000 |
| Subscribed Capital | €700,000.00 |
About
Founded in 2004, FundBox is a leading independent fund management company specializing in alternative investments. Since the launch, FundBox has raised more than €630 mn, and focus on real estate and private equity, which together represent the core of the portfolio. Regulated by the Comissão do Mercado de Valores Mobiliários (CMVM), FundBox SGOIC operates ensuring full compliance and transparency. The investments span residential, commercial, and tourism real estate, alongside private equity, sports, and passion assets such as art, classic cars, and fine wine. With over 750 transactions and €260 million distributed to investors,
FundBox continues to deliver performance, innovation, and trust.
