How to invest with NEXA - existing funds or SIC (collective investment company)/funds under custom management
Investing with NEXA can follow two complementary routes. On the one hand, the subscription of NEXA funds already in operation: simple entry, immediate diversification, transparent rules and consistent reporting, within a defined liquidity framework. On the other hand, the constitution and/or management of regulated vehicles - SIC and funds - conducted by NEXA as SGOIC. Here, investment policy, risk limits, governance, and service levels are designed together, for a personalized, regulated and results-oriented model.
Discover, below, how each route works in practice, what advantages it offers and which points to align before deciding.
NEXA fund subscription (simple access, immediate diversification)
By choosing to subscribe to Nexa funds, it is the direct way to enter the ecosystem without setting up a vehicle from scratch. The investor becomes part of a portfolio already in operation, with a defined strategy, established governance and regular reporting, obtaining immediate exposure to selected assets and a clear liquidity framework.
The essentials
- Access and simplicity: entry into vehicles that are already operational, with a defined investment policy, costs and schedule.
- Immediate diversification: exposure to multiple assets and tenants, without having to set up a portfolio from scratch.
- Discipline and transparency: regulations and periodic reports allow monitoring of risk, liquidity, and performance.
- Costs diluted by scale: commissions and expenses distributed over larger assets.
- Liquidity compatible with the thesis: open backgrounds with more frequent movements; closed backgrounds with programmed windows and greater predictability.
What NEXA assures
- Active asset selection and management: search for opportunities, negotiation, viability analysis and due diligence, contracts, development, construction, operation and valuation plan.
- Risk control with objective metrics: defined limits, continuous monitoring and timely communication.
- Clear and regular reporting: income, occupancy, NAV, debt, cash, and material events, consistently presented.
- Close relationship: dedicated contact point for clarifications and follow-up meetings.
For whom does it make the most sense
- Those who value agile entry, stable incomes, and a “turnkey” structure with clear governance and predictability.
NEXA as a manager (dedicated vehicle, custom design)
This option is designed for institutional investors and Family Offices who want their own regulated vehicle. NEXA structures and manages SIC (collective investment company) and funds with investment policy, risk limits and governance defined at the outset, ensures regulatory set-up and coordination with depositaries and providers, and implements reporting models aligned with specific requirements.
Result: a personalized, regulated and goal-oriented framework.
The essentials
- Personalized mandate: thesis, segments, geographies, risk limits and distribution policy defined with the investor.
- Customized governance: committees, SLAs, metrics, and reporting frequencies agreed from the start.
- Execution aligned with specific objectives: pipeline, investment schedule and plan adjusted to the mandate.
- Integrated operational efficiency: coordination with the depositary and providers and documented processes.
- Reinforced confidentiality: structure and reporting oriented to the investor's perimeter.
For whom does it make the most sense
- Institutions and family offices with Capital scale and specific objectives, who value dedicated governance and greater personalization.
In conclusion, there are two safe ways to invest with NEXA. Subscribing to existing funds offers simplicity, diversification, and management discipline. The dedicated mandate allows customization, tailored governance, and execution aligned with very concrete objectives.
In any scenario, NEXA is committed to technical rigor, transparency and proximity, protecting investor interest and seeking consistent long-term results.
