SM Invest specializes in professional collective investment solutions designed to maximize returns while effectively managing risk. Our approach combines market expertise with transparent fund management to help clients achieve their financial objectives.

With over €125 million in assets under management across 23 specialized funds, we offer institutional-quality strategies to both private and institutional investors. Our team of 15 investment professionals brings an average of 15 years of market experience.

Our Collective Management Approach

We offer institutional-quality investment management services to private and institutional clients through our collective investment vehicles:

Our funds are structured to provide optimal tax efficiency while maintaining full regulatory compliance. Each vehicle is carefully designed with specific investor profiles in mind, from conservative income-seekers to growth-oriented investors targeting higher returns.

Key Features

• Diversified Portfolios: Access to carefully selected real estate and alternative asset investments across multiple sectors including residential, commercial, logistics, and specialty assets
• Professional Oversight: Experienced team handling asset selection and ongoing management with a proven track record spanning three market cycles
• Risk Management: Strategic allocation across sectors and geographies with dynamic rebalancing to respond to market conditions
• Transparent Reporting: Regular performance updates and comprehensive statements with detailed breakdowns of holdings and performance drivers
• Tax Efficiency: Structures designed to optimize tax outcomes for investors in various jurisdictions
• Liquidity Options: Quarterly redemption windows for open-ended funds with clear exit procedures

Diversified Portfolios:

Access to carefully selected real estate and alternative asset investments

How Our Collective Funds Work

Our collective investment structures pool capital from multiple investors to create larger, more efficient investment vehicles. This provides access to opportunities typically only available to institutional investors.

The typical investment lifecycle begins with capital commitments from our investor base, followed by a 3-6 month investment period where we deploy capital into carefully vetted opportunities. Our holding periods range from 3-7 years depending on the asset class and strategy, with clear exit protocols to maximize returns.

Investment Process

• Initial capital commitment from investors with clear target allocations
• Professional due diligence and asset acquisition using our 120-point checklist
• Active asset management and value enhancement through operational improvements
• Ongoing monitoring and performance reporting with quarterly deep dives
• Strategic exits and capital returns timed to market conditions
• Post-investment review and performance analysis for continuous improvement

Performance and Reporting

We provide comprehensive reporting including:

• Quarterly performance statements with benchmark comparisons
• Annual audited financials prepared by top-tier accounting firms
• Regular investor updates with market commentary and outlook
• Portfolio valuation reports using independent third-party appraisers
• Tax documentation prepared for easy filing in your jurisdiction
• Access to our investor portal with real-time performance dashboards

Transparent Communication:

Regular detailed reporting to keep you informed at every stage

Fund Options

We offer multiple fund structures to suit different investment objectives:

• Core Fund: Stable income with lower volatility (target IRR: 8-10%)
• Value-Add Fund: Balanced growth and income (target IRR: 12-15%)
• Opportunistic Fund: Higher growth potential (target IRR: 15-20%)
• Special Situations Fund: Niche opportunities (target IRR: 20%+)

Getting Started

To learn more about our collective investment opportunities or to discuss how our services can meet your needs, please contact our investment team.

Our minimum investment thresholds start at €500,000 for individual investors, with lower minimums for certain tax-advantaged accounts. Institutional investors should contact us for separate account opportunities.

Past performance is not indicative of future results. All investments involve risk, including possible loss of principal. Please refer to our prospectus for complete details on risks, fees, and expenses.

Ready to invest?

Contact our team today to discuss suitable investment options