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FAQ:
Frequently Asked Questions

Here we've compiled answers to the most frequently asked questions about TOTE SER Capital, our investment solutions, and real estate value enhancement. If you're looking to understand how we work with investors and property owners, this is a good place to start to learn about our approach and get answers to your questions.

About TOTE SER Capital

Who is TOTE SER Capital, and who are its services intended for?

TOTE SER Capital is a multi-family office with over 30 years of experience that serves as a real estate investment and advisory platform in Portugal, connecting investment funds with market opportunities and adding value throughout the process.


In which regions and segments of the real estate market does it operate?

We have strong analytical and operational capabilities in various parts of the country thanks to the partnerships we have built over the years, but we specialize in the regions of Lisbon, Setúbal, Comporta, and the Algarve.


What sets your approach to real estate investment apart?

What sets us apart is our end-to-end approach to the entire investment process, from identifying opportunities to the final stage — generating returns and increasing the asset's value, whether through leasing or sale.


Investment and Co-investment

How does a co-investment partnership with TOTE SER Capital work?

As co-investors, we can invest in an asset or portfolio of assets in three ways: through the services we provide throughout the entire process — from sourcing to generating returns — with capital only, or with both services and capital.


What kinds of real estate opportunities do you evaluate?

We analyze all types of real estate assets: residential, hospitality, co-living, co-working, retail, logistics, and industrial.


How do you assess the potential and risks of an opportunity?

There are several factors that lead us to assess potential and risk: location, condition, potential, market, and type of assets versus the purchase price.


Is there a minimum investment amount?

We do not have a set minimum amount, as we must always consider the number of investors and the investment costs.


Partnerships and Follow-up

How do you support international investors who wish to invest in Portugal?

As active local partners, we offer services that enable us to identify and evaluate assets that meet the desired criteria. With an experienced team of architects, analysts, and legal professionals, we can select assets in a way that mitigates investment risks.


At what stages of the investment or development process can they get involved?

We are involved in every stage of the asset's development, from identifying the opportunity, conducting a feasibility study, and acquiring the property, through architectural design, construction, and marketing/monetization.


How are investors monitored and communicated with?

Our finance team will prepare quarterly, semi-annual, or annual reports, which will be presented at meetings, detailing the progress and status of the investment.


Contact and Opportunity Submission

I own a property or a piece of land. Can I submit a property listing?

Yes. We are a multidisciplinary team that always finds the best use for your property, to maximize its value and return on investment.


What information should I provide for an initial review?

For our team to evaluate your property, please provide the following information:

  • Exact location (address with street number);
  • Type of property;
  • Condition of the property or properties;
  • Occupancy rate, if the property is not vacant;
  • Property title deed;
  • Permanent property certificate.

How are shared data and documents handled?

All data and documents shared by the owner will be used and accessed strictly and exclusively by our team of analysts and legal experts. They will be used to evaluate the property and to assess the profitability of the property or properties.


How can I start a conversation about a potential partnership?

There are several ways to contact us. You can fill out the contact form, call us, or contact our team directly.