Minimum Investment
From €250,000
First Government Approved Investment Fund
Hungary Golden Visa Eligible
Capital Appreciation Potential
An estimated 2% - 3% per annum
Book A PresentationFrom €250,000Hungary Investment Fund Real Estate & Development
Hungary Golden Visa Eligible Investors in this project can qualify for the Hungary Golden Visa under the reduced €250,000 threshold and benefit from visa-free access to the Schengen Area.3.5% Estimated Returns Per Annum Investors benefit from a 3.5% yield paid annually.Estimated Capital Appreciation of 2-3% per annum There is an anticipated value appreciation (not guaranteed) on the real estate portfolio of 2-3% annual return, which assuming a 45% allocation to real estate, would contribute an additional 0.9-1.35% at the total portfolio level.Interested to learn more about this project?
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Book A Presentation The First Hungary Golden Visa Investment Fund An Overview
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This particular Hungary investment fund is officially registered and regulated by the Hungarian National Bank.
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The investment strategy of this Hungary investment fund is centered on maximizing returns through investments in residential properties located in Budapest, the capital of Hungary.
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As a designated Hungary investment fund within the Golden Visa program, it adheres to specific regulatory requirements, including allocating a minimum of 40% of its assets to residential real estate holdings.
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Investors participating in the Golden Visa program through this Hungary investment fund are subject to a minimum investment holding period of 5 years.
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While the Golden Visa grants residency, investors become eligible to apply for permanent residency after 5 years of physically residing in Hungary.
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The residency permits obtained through the Hungary investment fund have an initial validity of 10 years, offering flexibility for investors who wish to maintain their residency status without necessarily living in Hungary full-time.
The Fund primarily has two types of investments: residential real estate investments (approximately 45-50% of the portfolio) and financial investments (mostly fixed-income investments, about 50-55% of the portfolio).
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Why Invest in Real Estate Hungary Investment Funds
Investing in a Hungary investment fund for the Golden Visa program is attractive for several reasons:
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Hungary’s real estate sector is currently undergoing significant expansion and modernization.
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Both residential and commercial property values are on an upward trend, driven by strong demand.
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Hungary’s stable economy and strategic location in Central Europe are drawing increased interest from both domestic and international real estate investors.
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Budapest is a key market within Hungary, experiencing substantial real estate investment activity.
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Recent data, such as that reported by Azer News, indicates that Hungary has experienced some of the highest rates of real estate price appreciation in Europe in 2024, indicating the potential for robust returns.
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The growth trajectory of the Hungary real estate market, positions the Hungary investment fund sector as a potentially lucrative avenue for portfolio diversification and profitability.
Hungary Golden Visa Investment Options
To qualify for the Hungary Golden Visa, applicants can choose from the following investment options:
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Hungary Investment Fund: Invest a minimum of €250,000 into a Hungary investment fund where at least 40% of the fund’s portfolio is allocated to residential real estate.
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Public Trust Donation: Contribute a minimum of €1 million to a designated Hungarian public trust.
Since December 20th, 2024, the real estate route is no longer eligible for the Hungary Golden Visa.
The Developer
The developer’s team of fund managers is the cornerstone of SAH. Each member of the management team has over 15 years of experience in the investment management industry, bringing excellent professional reputations and a wealth of knowledge and expertise to the operations. The fund managers have a proven track record of success, characterized by their ability to deliver consistent returns even in volatile market conditions. Their deep understanding of market dynamics, coupled with their strategic acumen, ensures that the investment decisions are well-informed and aligned with their clients’ financial goals.Hungary Golden Visa Benefits
Whether you are looking to relocate, increase your global mobility or simply have a Plan B, the Hungary Golden Visa offers a host of benefits.Visa-free access to Schengen Area
Travel through the entire 26 country Schengen zone and stay for up to 3 months at a time with your Hungarian residency card.
Tying as the lowest minimum investment requirement of all the EU Golden Visas
Investments as low as €250,000 are neck and neck with the Greece Golden Visa requirements.
Renewable indefinitely
Permanent Hungarian residency with the option to renew every decade as long as the investment is maintained.
Little to No Tax obligation
You can enjoy your Hungarian permanent residency card with little to no tax obligations, (dependent upon the chosen investment avenue).
Include your Dependents
Extend the residence permit to the entire family by providing proof of financial dependency.
Healthcare and Education access
Access to European schools, universities, hospitals, clinics and medical centres in Hungary for the entire family.
