Discover a pioneering overseas investment strategy with higher returns than fixed income and lower volatility than equities.
Ativore's clients build diversified portfolios of U.S. real estate assets, rigorously selected, based on a pioneering methodology. Income in dollars is distributed quarterly, and the minimum investment per asset is generally USD$100,000.
Safety and income in U.S. dollars
Numerous studies have shown that real estate assets have one of the best risk-return profiles in the U.S. In one of the largest studies ever conducted on the subject, the Federal Reserve Bank of San Francisco concluded that equities have significantly higher volatility than real estate, with both generating a very similar average real total return of approximately 7% per year¹.
Since its inception, Ativore has achieved attractive risk-adjusted historical returns for its clients, low volatility of cash flows and little correlation with the capital markets, a fundamental factor for risk diversification.
In 2020, during one of the largest crises in history, we observed a momentary reduction in the quarterly income distributions to investors, which nonetheless remained at positive levels, with no projections of capital losses, demonstrating the resilience of this strategy.
U.S. real estate investing reinvented
Ativore's clients build customized portfolios of U.S. real estate assets, combining investments with diverse characteristics and locations.
With this strategy, it is possible to generate a continuous and more predictable cycle of wealth growth in dollars for more than one family generation. See below how it works.
Investment platform
We use a vast network of contacts, in more than 30 U.S. states, to access real estate assets through direct investment, co-participation in properties and private real estate debt. Each opportunity undergoes a rigorous analysis process and is made available to clients via a private platform.
Our teams independently prepare detailed analysis reports for each investment, with complete financial projections, detailed risk assessments, analyses of critical success factors, as well as photos, maps and other relevant information.
Portfolio development
We designed a model in which investors can build a customized real estate portfolio aligned with their profile, balancing portfolio risk through a combination of investments with diverse characteristics and locations.
With investments starting at US$ 100,000 (one hundred thousand dollars) per asset, the model allows broad regional and asset-class diversification, including multifamily buildings, self-storage, industrial warehouses, senior housing, offices, strip malls and hotels. It also allows combining, within the same portfolio, stakes in leased properties or in private real estate debt, generating a combination of rental and interest cash flows.
Monitoring and performance of the investments
Clients follow updated reports in Portuguese on the performance and composition of their portfolios, with the updated market value of the investments, transaction histories, rental and interest distributions, capital gains and qualitative analyses of the markets invested in.
Sale of the assets
All co-investment projects have a predefined exit strategy after a predetermined period (between 3 and 10 years), set by the professional investor (who co-invests with Ativore's clients) with the goal of maximizing investors' returns.
Co-investment with professional investors in the U.S.
Clients co-invest with professional investors in the U.S. These investors allocate their own capital to the investments (from 5% to 25%), have deep knowledge of the real estate investment cycle, have access to “off-market” acquisition opportunities and benefit from economies of scale.
Our due diligence process for professional investors includes assessing the track record of the company and its key executives; obtaining references; document analysis; reviewing previous projects; interviews with chief executives; and visits to the properties. We mediate all communication between our clients and these companies and act continuously to protect clients' interests.
Read here an article presenting the advantages of co-investing with professional investors.
The convenience of global management of your legal and tax obligations
We are pioneers in combining an overseas investment platform with the convenience of global management of investors' legal, tax and succession obligations, encompassing:
- Overseas Real Estate Portfolios: building portfolios of U.S. real estate generating income in dollars.
- International Tax and Succession Management: integrated management of investors' legal, tax and succession obligations in their country of residence and in the countries where they invest, rationalizing global taxes, simplifying and bringing security to investors' families.
We are dedicated to the growth and preservation of clients' wealth across multiple cycles and multiple generations.
Beware of the euphoria
The Brazilian market has awakened to the importance of international diversification, and we have seen investors taking this initiative. It is essential, especially for those taking their first steps abroad, to seek specialized advice, avoiding excessive taxation and seeking products with a solid foundation, not being carried away by aggressive marketing or by market euphoria.
The case for opportunistic investments post-COVID-19
At the start of the pandemic, we decided to halt our acquisition pipeline because we understood that the moment called for caution. We recently designed a strategy to resume investments, detailed in an article published in May by Pedro Barreto, Chairman & Founder of Ativore, in order to seize what may be the best window of investment opportunity in the last 10 years.
Interested in building a portfolio of U.S. real estate investments with income in dollars? Talk to our international investor advisory team, using the contacts below, and learn about the next steps.
Phone: (11) 2626-5704
E-mail: contato@ativore.com
