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Collaboration with Back Investments: Investment Selection Process

 

To begin our collaboration and facilitate the investment selection process, we kindly request the Investor to send an email to:

 

uni.back.lda@gmail.com

 

Please include the following details:

 

  • Name
  • Phone Number (with country code)
  • Reason for Contact
  • Additional Information 

Step-by-Step Process

 

Initial Meeting

A meeting will be scheduled to:

 

  • Explain the Portuguese market and its unique investment opportunities.
  • Provide tailored information to help the client make informed and confident decisions.
  • Understand the client’s specific requirements and objectives.

 

Phase 1: Defining the Investment Parameters

 

During this phase, the Investor is requested to share:

 

  • Investment Value: Desired budget for the investment.
  • Areas of Interest: Preferred regions or locations for the investment.
  • Type of Investment: Specify the property type, e.g., Apartment(s), Building(s), Land(s), Industry, Commerce, House(s), etc.
  • Purpose of Investment: Define the goal, e.g., Short Rental, Long Rental, Sale, Construction, Reconstruction, etc.
  • Investment Timeline: Indicate when you expect to start seeing returns.

 

Phase 2: Research and Proposal Submission

 

In this phase, we will:

 

  1. Conduct Research: Initiate detailed research and liaise with relevant parties, filtering the best options.
  2. Communicate Results: Share findings with the Investor through comprehensive proposals.
  3. Adapt to Needs: Refine the search based on additional feedback, if necessary.
  4. Document Review: Verify investment details, including property records, debt status, and official documentation.
  5. Pre-visit Preparations: For investments exceeding €300,000, we ensure a pre-visit and provide photos/videos.
  6. Shortlist Investments: Assist the Investor in selecting 2-3 investments for an in-person visit.
  7. Coordinate Visits: Align schedules and inform about travel dates for site visits.

 

Phase 3: Finalising the Investment

 

  1. Investment Review: Provide a detailed report on shortlisted investments, including return on investment (ROI) projections.
  2. Visits & Negotiations: Arrange and accompany visits, assist with final negotiations, and recommend legal counsel if needed.
  3. Contract Formalities: Oversee the signing of the Promise Contract for Purchase and Sale.
  4. Completion: Ensure seamless coordination and support through the finalisation and writing stages.

 

 

Our team is committed to delivering personalised, transparent, and professional services to make your investment journey in Portugal successful and stress-free.

We look forward to collaborating with you!

 

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