In its activity as a fund manager, FundBox handles all three components: structures and organizes vehicles, sometimes specifically and at other times to integrate existing structures, selects the assets into which funds will invest and endeavors to amass capital, both its own and external, to finance the acquisition of the selected assets.

Fundbox, to complement its principal activity, and to comply with regulatory legislation, provides consultancy services to its investors that consist of controlled interventions in one (or two) of the aspects of real estate investment, namely:

Vehicle
see diagram

As fund managers, the professionals at FundBox have extensive experience in the structuring of vehicles for real estate investment, and a profound understanding of the requirements that make a vehicle most suitable for an investor’s objectives. Consultancy services in this area may lead to a recommendation to create a real estate fund under Portuguese law. However, this does not necessarily imply that such a vehicle, if implemented, would be managed by FundBox.

Examples of recently concluded consultancy projects in this area:

Capital
see diagram

As fund managers, the team at FundBox has the responsibility to amass capital, both its own and external, necessary for the adequate financing of assets for funds under its management. Our consultancy activity in this area is focused on support for debt collection, “mezzanine finance” and own capital for investment vehicles, institutional, from families, or entrepreneurial. The team’s vast experience in respect of commercial banking, as well as selection of investments, asset management and project management confers proven access to relevant professionals in the sector and deep knowledge of our clients’ needs and objectives.

Examples of recently concluded consultancy projects in this area:

Asset
see diagram

In their capacity as fund managers, the Directors of FundBox have extensive exposure to the control and performance measurement of investments, repositioning of assets and their placement in the market, both for lessees and final purchasers.

Combining consultancy services for real estate investment with a vast array of capacities in the management of assets and processes for real estate promotion, FundBox is adequately placed to advise both investors and financiers on real estate projects. These services include hands-on services, property research (before the decision to invest has been taken) and post-investment monitoring (after the decision to invest has been taken).

Examples of on-going consultancy projects in this area, all relating to the supervision of international investors’ portfolios in the Portuguese real estate market:

Modus operandi

FundBox is proud to operate in a flat structure, free from conflicts of interest. This translates, in the area of consultancy, into a guarantee that all commissions are carried out under the effective management of at least one Administrator with direct and personal involvement in the project.

Executive Administrators are committed on a daily basis to the funds managed by FundBox, and as such are only dedicated to the provision of consultancy services.

To guarantee adequate availability the Board of Administration includes a member - Miguel Teixeira de Queiroz - solely dedicated to the area of consultancy. In addition, he benefits from the assistance of, depending on each particular case, Executive Administrators, the Asset Management and Operations teams and external specialists recruited on a needs basis.