The Portugal Investor Success Program
Your Path to Profitable Property Ownership in Portugal
Unlock the door to your dream property in Portugal with our all-inclusive consulting service. From defining your investment goals and analyzing markets to calculating returns and connecting with trusted boots on the ground, we support you in each step so you can invest confidently. With the Portugal Investor Success Program, you’ll be fully prepared to make smart, profitable investments in Portugal’s thriving property market.
Define Your Investment Goals
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Are you buying a holiday home, permanent residence, or rental property?
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What’s your ideal location – beach, city, countryside?
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What’s your timeline, budget, and target return on investment?
We’ll help you get crystal clear on your vision so you can focus on finding the right property.
Research and Analyze the Market
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Understand local markets (Algarve, Lisbon, Porto, etc.).
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Track property trends (prices, demand, rental yields).
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Set your budget & criteria (property type, size, amenities).
We’ll guide you on how to compare different areas and spot hidden gems.
Run the Numbers – Investment Analysis
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Calculate returns: rental yields, expected appreciation, tax implications.
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Assess cash flow: monthly costs vs. rental income.
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Plan your exit strategy for when you want to sell.
Our team will help you run detailed property analyses so you invest wisely.
Get Pre-Approved for Financing
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Connect with Portuguese mortgage brokers (we’ll introduce you!).
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Gather required documents (income, assets, debts).
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Get pre-approval for a mortgage so you can act fast when the right deal comes along.
We’ll match you with trusted mortgage professionals who speak your language.
Open a Portuguese Bank Account
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Required for buying property and paying related costs.
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We’ll show you how to open an account smoothly, even from abroad.
Get Your Portuguese Tax Number (NIF)
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NIF is essential for any real estate transaction in Portugal.
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We’ll guide you through the process step by step.
Build Your Local Team
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Find a real estate agent.
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Hire an experienced bilingual lawyer to protect your interests.
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Connect with property managers to handle rentals and maintenance if needed.
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We’ve built a trusted network of professionals – let us connect you!
Plan Your Viewing
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Visit shortlisted properties through virtual tours.
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We’ll help you plan efficient viewings to save time and money.
Make an Offer and Sign the Promissory Contract (CPCV)
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Work with your agent to negotiate a purchase price and terms,
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Work with your lawyer to finalize the contract in English and Portuguese
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Celebrate!! You are officially making offers on your Portuguese dream property!
Ongoing Support
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Need support moving through the closing process and getting your new property ready for personal use and rental? We offer ongoing consulting support to get you connected to the right network and manage over the parts of the process you need additional support. Continuing consulting services are a la carte and custom designed to your needs.
Our Consulting Package Makes It Easy
Our four-month program is designed to navigate you through your personalized roadmap to buying property in Portugal. We provide weekly one-on-one calls where you’ll receive expert guidance and clear next steps tailored to your unique goals. You’ll also gain access to our exclusive network through personalized introductions to trusted professionals – from real estate agents to legal experts and mortgage brokers.
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Each step of the way, you’ll have customized support to ensure you’re fully prepared, confident, and ready to make informed offers. From envisioning your dream property to making your first offer, we’re here to make sure your journey is smooth, enjoyable, and successful.
