SGOIC: what they are and why they represent a safe and strategic real estate investment model
When it comes to investing in the real estate sector with security, diversification and risk-adjusted return, the term SGOIC is increasingly relevant. But after all, what does this acronym mean and why could it be the key to a strategic investment?
What is an SGOIC?
Uma SGOIC It's a Collective Investment Organization Management Company. Its main function is to administer and manage OIC — Collective Investment Organizations — structures that allow investors to invest their capital, in a professional, transparent and regulated manner.
In the real estate sector, ICOs mainly take two forms:
- Real Estate Investment Funds (FII)
- Collective Investment Companies (SIC)
SGOIC is responsible for managing both, making decisions regarding the acquisition, valuation, and disposal of assets, ensuring compliance with the regulations of CMVM and the maximization of risk-adjusted return.
FII: how do funds managed by an SGOIC work?
Um FII it is a fund that aggregates the capital of several investors and invests it, collectively, in real estate assets. It is managed by an SGOIC and its main objectives are:
- Invest in real estate for income or valuation;
- Distribute periodic income to participants (for example, rents);
- Provide liquidity and diversification without the investor having to buy or manage properties directly.
It is an ideal solution for those seeking exposure to the real estate sector with lower operational complexity and greater legal protection.
SIC: collective investment companies under SGOIC management
Uma SIC is a company incorporated specifically to manage collective assets and is held by one or more investors. It has its own legal personality and is also managed by an SGOIC.
Key features include:
- Increased flexibility in the structure and definition of investment policy;
- Most common solution in corporate settings or between institutional investors;
- Allows models Build to Rent or Build to Sell, adapting to different strategies.
It is particularly attractive for investors who want to develop tailor-made projects, with total control over the strategy and assets.
What are the advantages of investing through an SGOIC?
- Professional and regulated management
The investor hands over the management of their capital to specialists with deep knowledge of the market and proven experience in strategic, operational, legal and financial decisions.
- Risk diversification
An SGOIC manages multiple assets and projects, diluting investment risk across different sectors and geographies.
- Access to exclusive opportunities
Through an SGOIC, investors can access larger or more complex real estate projects, often inaccessible to individual investors.
- Transparency and compliance
The activity of an SGOIC is overseen by regulatory entities, ensuring greater transparency, investor protection, and strict compliance with legal obligations.
- Fiscal and operational efficiency
The structure of an ICO often allows for more efficient management, with advantages in the acquisition, valuation, and disposal of assets.
Nexa: a new generation of SGOIC
A Nexa Take on the mission of transform the way in which we look at the management of real estate assets in Portugal, with a special focus on the north of the country.
It is differentiated by:
- Technical rigor and innovation: combines in-depth knowledge with modern analysis and decision tools;
- Personalized and local service: close and transparent monitoring at all stages of the process;
- Commitment to ESG criteria: promotes sustainable and responsible investments, with a positive impact on communities;
- Multidisciplinary team with proven experience: domain of the entire asset life cycle, from acquisition to valuation and disposal.
SGOIC emerge as central agents in a sector where rigor, active management, and trust are crucial. By using an SGOIC to invest, the investor gains access to a professional, diversified and regulated investment model - appropriate to an increasingly demanding context oriented to the creation of sustainable value.
Whether it is an individual investor looking for an investment opportunity or an entity looking for scale and efficiency, SGOIC offers a solid, transparent structure with a strong capacity to adapt to the challenges of the current real estate market.
