Take a more detailed look at what we do and what we offer.

rocainvest services what we do and offer Invest in Portugal's fast growing housing market with us!

We do quite a bit to cover all the issues necessary for you to easily and comfortably invest in the Portuguese housing market.

We are investors ourselves and we know how difficult it is to find the best option, study all the requirements and then put your plan into action by applying the right procedure.

Below we have detailed what services we provide so that you can familiarize yourself with the amount of work we undertake for you.

Tatiana,
Partner at RocaInvest

rocainvest services what we do and offer Invest in Portugal's fast growing housing market with us!

Research for the best available options on the market

Basic Details of the Property

We’ll show you where it is located, the number of square meters of the plot and/or buildings, local area overview, etc., and what we can do about the property to make the investment work.

Price and comment on Market Value

Based on the regional market overview, the price and the objective opinion on the fair price will be provided.

Preliminary Legal Status of the property

The checklist of all the essential questions will be marked as checked after interviewing the property owner - the results will be provided.

Conditional Survey based on Visual Inspection

We will go on-site to see the property in person to make all the needed and possible visual analysis.

Our opinion and comments

We will provide a detailed email with a complete overview of the investment option, with all the pluses and minuses and what could be done with them.

rocainvest call us now

Assisting in entering the deal

Structural and Conditional Survey

is the property condition sound

Legal Report

is the property built legally in every respect

Planning Report

does the property conform with the “building license issued"

General Detail Report

a reference to the precise property details and documentation

Valuation Report

a detailed calculation of the current market property value

Get this offer for just
€ 1350 NOW*

*tax included, price is increasing every month

Structural and Conditional Survey

is the property condition sound

Legal Report

is the property built legally in every respect

Planning Report

does the property conform with the “building license issued"

General Detail Report

a reference to the precise property details and documentation

Valuation Report

a detailed calculation of the current market property value

Get this offer for just
€ 1350 NOW*

*tax included, price is increasing every month

Construction process organisation and supervision

renovation

Renovation

We provide a complete building refurbishment service to all types of buildings and structures – especially stone buildings. Whether you require an estimate for general building repairs or a complete renovation and refurbishment of an existing property, we are happy to provide a tailored work program to meet your requirements and budget.

We take on every aspect of the refurbishment and renovation, including excavation and demolition of existing materials to installing plumbing, electrics, air conditioning, kitchens, partition walls, building works, suspended ceilings, and dry lining, carpentry, and decoration services.

Having bought a property ripe for renovation and improvement, we sit down with our clients and develop a wish list which is then prioritized. Inevitable changes are made to the order of priorities during the refurbishment with additional features added and some things removed. This is one of the areas where project management is vital.

We take measurements and make sketches to help our discussions about what goes where and how to take advantage of the garden’s views, for instance. Any traditional features which must be kept are noted. From these sketches, we can start to request quotations from suitable builders.

Once the quotes are compared, and we can discuss with the builders how they would intend to carry out the work, a builder is selected. Demolition is usually carried out by hand as this puts less stress on the parts of the building that are going to be renovated. Stones and historical features are kept for re-use. New windows and doorways are cut through the existing walls, and the spoil is cleared away.

New construction in stone, cement blocks, or bricks is carried out with reinforced concrete to support extensions, floors, and roofs. Insulation and damp proofing are added to the building. Usually, a new sewerage system is also installed. Depending upon the style of the existing window surrounds, smooth or natural stone will be cut to closely copy the originals. New doors and double glazed windows will be fitted in treated wood of aluminum. Internal floors in wood or concrete are added, and the inner walls are erected. These are then cut out for the plumbing and electrical first fix.

Internal door frames, window sills, and the stairs are fixed, followed by pestering. The floor screeds and tiles are laid, followed by the bathroom fitting and kitchen units. Final fix of the water and electricity supplies, painting and internal doors, and carpentry fitted.

All equipment is tested, and the keys are handed over to the client.

 

new build

New build

It is exciting to mark out on the earth the site of a new home. And we are comfortable with what we are about to do.

This stage is a little daunting for many clients as it’s hard to see without experience just where the house will be concerning other things on the property. Once the foundations are dug out, the house looks typically smaller than they thought. As the pillars and foundation wall start to go, you get a much better idea of scale. You can see with your mind’s eye the location of the kitchen, bedrooms, and so on.

Once the walls are up and the first floor is in place, the rooms start to look smaller again (something to do with the light-absorbing properties of the bricks). Once the walls are plastered, the rooms look a lot larger, and it starts to feel more like the home our clients imagined building.

Many of our clients are not in the country full time so rely on our regular photographic updates and written reports. They are always surprised when they make inspection visits. As the build progresses, we are involved with many specialist subcontractors, and it is our job the get them on-site at the right time so that the trades do not overlap and time is not wasted.

Once the roof is on and tiled it is traditional in this area to have dinner on-site. Everyone who is involved in the build is invited to share a suckling pig dinner with local bread, oranges, and of course wine. See the image right. This is a great way for the clients to enjoy some local hospitality and meet the craftsmen who are building their new home. We also invite the near neighbours so that they get a chance to see what’s going on (when the house is at a very basic stage) and it gives our clients a relaxed opportunity to make their acquaintance.

As we always accompany our clients to choose, kitchens, tiles, bathroom fittings or whatever they want. We can help with translation and of course negotiation! As the house is coming to completion we always have them professionally cleaned so that when we hand over the keys it feels more like a home than a building site.

2 months after the house is finished we are back to check for any small faults that may need attention and of course we are available to help and advise should that be needed.



Exit from the asset OR manage the property process

property for sale by rocainvest

Selling of the property

Selling a property in Portugal is a process that, depending on the situation (the documentation that is available, who are the owners, rights, and encumbrances, and registrations, etc.) may, sometimes, prove to be challenging. Although each process raises questions of its own, there are some mandatory steps that must be taken into account before selling your property in Portugal.

Set the price

To set an appropriate price, it is important to know the market value of the property that will be sold. You can do your own market study, by comparing your property with others with the same number of rooms, state of conservation, areas, and location. The improvements that were made, parking space, sun exposure, and other features such as balconies and storage are also relevant features to consider when evaluating the property.

By setting a realistic price you will be able to sell the property within a reasonable time frame.

Decide whether to sell the property on your own or hire a real estate agency

Nowadays there are several tools that allow you to advertise your property. In addition to the traditional sign with the word “for sale” and a mobile number, it is possible to reach a larger number of potential buyers by using social networks and the various sites dedicated to advertising properties.

We will advertise and promote the property, manage any contacts with potential buyers, schedule and carry out visits, negotiate the price, inform about the documentation that shall be gathered, etc …

Gather the necessary documentation

Several documents will be necessary for each stage of the sale process. As so, the best way to speed up the process will be to gather the necessary documents as soon as possible.

Some of the most relevant documents are:

  • Land Registry Certificate (Certidão de Registo Predial)

This document can be obtained at the Land Registry Office. It shows the property’s history, the rights that were registered, including those that are pending, and proves the ownership. The land registration certificate is valid for 6 months and can be requested online and it costs € 15.

  • Tax Land Registry Certificate (Caderneta Predial)

The tax land registry certificate reports the tax status of the property as well as other relevant information such as the location, description, identification of the owners, and the property’s equity value, which will allow the calculation of the Municipal Property Tax (IMI).

  • License of Use (Licença de utilização)

This document describes the type of use for which the property is intended, that is, whether it has a residential or non-residential purpose. To issue this document, it is necessary to go to the City Council of the region of the property.

  • Blueprints

This document shows the exact distribution of the property areas, in addition to containing information informing about the size and location of the garage, storage, etc. It is possible to consult the blueprints of the property in the municipality where the property is located.

  • Energy certificate

The Energy Certificate assesses the energy efficiency of a property on a scale from A + (very efficient) to F (inefficient), issued by technicians authorized by the Agency for Energy (ADENE). It is mandatory since 2013 for anyone who intends to either sell or rent a property.

  • Technical Document of the House (Ficha Técnica da Habitação)

This document contains relevant information regarding the architectural project, characteristics of the work, and describes the changes made in the property. If the property was built before March 2004, this document is not necessary for the deed to take place. In case a duplicate is needed, you must request it from the municipality for a fee.

Promissory agreement

In most cases, after an agreement is reached and before the public deed of purchase and sale takes place, it is recommended for the parties to draft and sign a promissory agreement of purchase and sale in order to bind them to the terms and conditions that were agreed.

In a promissory purchase and sale agreement, the terms of the purchase must be predicted, such as:

  • Identification of the seller and the buyer
  • Property identification
  • Price
  • Description of how the payment will take place
  • A date for the purchase to be concluded

A promissory agreement is not mandatory. However, it is a common procedure that takes place, for example, when the buyer needs to apply for a bank loan or, for any other reason, the parties are not ready to move forward with the deed.

The promissory purchase and sale agreement should always be carefully reviewed by a qualified professional since the inadequate wording may result in the loss of the value of the deposit, which, in some cases, it may reach up to 30% of the agreed price total.

Public Deed

The deed of purchase and sale may be carried out at a Notary’s Office, Land Registry Office, or even through Casa Pronta, one-stop shops created so that all necessary formalities for the purchase and sale can take place at the same place.

Finally, it is important to remember that the Real Estate Transfer Municipal Tax (IMT), stamp duty, and acquisition costs are paid by the buyer.

property for rent

Managing property for rent

Whether you own a property for private use or rental income, you are likely to need assistance with some aspects of its management. RocaInvest can provide such service regarding the property you own in Portugal.
 
We assist property owners in increasing their property value when they resale. We also provide all kinds of maintaining activities, including management of suppliers, compliance, financial and tax assistance, and relationships with tenants. A more detailed list is here: 
 
Compliance:
 
  • Compliance with applicable regulations
  • Obtaining licenses and certificates for property use (and all things related to property management Portugal and compliance)
Management of Suppliers and Other Third Parties:
 
  • Handling utilities, telecoms, and security services contracts and connections
  • Hiring, and liaising with, real estate leasing agents
  • Hiring and overseeing contractors (cleaning, repairs, maintenance, refurbishments, etc.)
  • Managing access of third parties to the property
  • Liaising with bankers and insurers
  • Liaising with the condominium

Financial and Tax Assistance:

  • Issuing security deposit and rent receipts
  • Registering lease agreements and paying stamp duty thereon
  • Managing the budget and holding reserve funds
  • Handling security deposits and returning the balance upon termination of a lease
  • Handling mail and maintaining records and files
  • Paying contractors’ bills and taxes
  • Filing bills for a tax deduction
  • Annual reporting for tax purposes
  • Filing of the annual tax return

Tenant Property Management:

  • Keys and security codes management
  • Preparing the property for rent (cleaning, repairs, etc.)
  • Tenant screening and selection
  • Negotiation of tenancy terms
  • Move-in and move-out inspections and inventory control
  • Security deposit and rents collection
  • Dealing with tenants’ complaints and emergencies
  • Enforcing late payment penalties
  • Implementing rent adjustments in accordance with the law and the lease
  • Performing routine property inspections
  • Advice and guidance throughout your whole ownership

Call Us Now

And we will guide you in the right direction where your investment will work for you while you'll be enjoying life.

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