Company

About Us

The only independent management company to manage Open-ended Real Estate Investment Funds.
Innovating by including rustic property in its funds
First management company subcontracted by large Portuguese financial groups.

years of
SUCCESS

Market
SHARE

millions euros
under management

time winner of the
Morgan Stanley IPD

1st largest management company
of Open-Ended Real Estate
Investment Fund in Portugal

SQUARE Asset Management (SQUARE A.M.) is one of the largest real estate asset management companies in Portugal.

Square AM was established in 2002 emerging from the purchase of Fundo Primeiro Imobiliário S.A. Management Company. We are currently managing circa about 1.028 million Euros on behalf of both private and institutional investors.
Managing 6 funds we hold 10% of the market, granting the 4th largest asset management in Portugal.

SQUARE A.M. is amongst the top 10 management companies with the largest growth in the last decade.

Historical Chronology

    • 2002

      Establishment of SQUARE
      A.M
      as an independent
      regulated management
      company with 4 partners.

    • 2005

      Launch
      of CA Património Crescente
      (Open Income Fund).


      Launch
      of CA Imobiliário
      (Asset Restructuring Fund).

    • 2009

      Launch
      of CA FIAH
      (Housing Lease Fund)


      300 million Euros
      of assets under management
      (october).

    • 2004

      Provision of services to
      Grupo Crédito Agrícola kick off:
      creating its first real estate investment fund


      SQUARE A.M becomes the first
      independent company chosen by a large
      financial group in Portugal to market and
      manage open-ended investment funds.

    • 2008

      100 million Euros
      of assets under management
      (june).


      200 million Euros
      of assets under management
      (december).

    • 2011

      CA Património Crescente
      wins the IPD award

      for Best Iberian Portfolio
      Performance, for a
      3 years period, for the
      2nd time in a row.


      400 million Euros
      of assets under management
      (june).


      500 million Euros
      of assets under management
      (november).

    • 2013

      800 million Euros
      of assets under management
      (june).


      CA Património Crescente
      wins the IPD award

      for the Best Iberian Portfolio
      Performance for a
      3 year period,
      for the 3rd year in a row.


      Launch
      of Carteira Imobiliária
      (Asset Restructuring Fund).

    • 2015

      CA Património Crescente
      wins the IPD award
      for the
      5th time for the Best Performance Iberian
      Portfolio for a 3 year period.

    • 2017

      CA Património Crescente
      wins the IPD award
      for the 7th time,
      for Best Performance National Portfolio,
      for a three year period.


      APFIPP and Jornal de Negócios
      awarded CA Património Crescente Fund
      with the price for Best Open-Ended
      Real Estate Investment Fund,
      for the second year in a row.


      945 million Euros
      of assets under management.

    • 2012

      CA Património Crescente
      wins the IPD award

      for the Iberian portfolio with the best
      performance for a three year period,
      for the 2nd year in a row.


      700 million Euros
      of assets under management
      (april).

    • 2014

      CA Património Crescente
      wins the IPD award
      for
      Best Iberian Portfolio Performance
      for a 3 year period,
      for the 4th time in a row
      (Portuguese and Spanish Portfolios
      were considered separately).

    • 2016

      CA Património Crescente
      wins the IPD award
      for the
      6th time for the Best Performance Iberian
      Portfolio for a 3 year period.


      The CA Património
      Crescente Fund

      was distinguished as the
      Best Open-Ended Investment Fund
      by the Portuguese Association
      of Investment, Pension
      and Asset Funds (APFIPP)
      in partnership with
      Jornal de Negócios.

    • 2018

      CA Património Crescente
      wins the IPD award for the
      8th time for the best performing Portuguese balanced fund
      Portfolio for a 3 year period.


      APFIPP and Jornal de negócios awarded CA PC,
      for the 3rd year in a row,
      with the prize for
      Best Open-Ended Real Estate investment Fund 2018.


      1.028 million Euros
      of assets under management.

    • 2002

      Establishment of SQUARE
      A.M
      as an independent
      regulated management
      company with 4 partners.

    • 2004

      Provision of services to
      Grupo Crédito Agrícola kick off:
      creating its first real estate investment fund


      SQUARE A.M becomes the first
      independent company chosen by a large
      financial group in Portugal to market and
      manage open-ended investment funds.

    • 2005

      Launch
      of CA Património Crescente
      (Open Income Fund).


      Launch
      of CA Imobiliário
      (Asset Restructuring Fund).

    • 2008

      100 million Euros
      of assets under management
      (june).


      200 million Euros
      of assets under management
      (december).

    • 2009

      Launch
      of CA FIAH
      (Housing Lease Fund)


      300 million Euros
      of assets under management
      (october).

    • 2011

      CA Património Crescente
      wins the IPD award

      for Best Iberian Portfolio
      Performance, for a
      3 years period, for the
      2nd time in a row.


      400 million Euros
      of assets under management
      (june).


      500 million Euros
      of assets under management
      (november).

    • 2012

      CA Património Crescente
      wins the IPD award

      for the Iberian portfolio with the best
      performance for a three year period,
      for the second year in a row.


      700 million Euros
      of assets under management
      (april).

    • 2013

      800 million Euros
      of assets under management
      (june).


      CA Património Crescente
      wins the IPD award

      for the Best Iberian Portfolio
      Performance for a
      3 year period,
      for the 3rd year in a row.


      Launch
      of Carteira Imobiliária
      (Asset Restructuring Fund).

    • 2014

      CA Património Crescente
      wins the IPD award
      for
      Best Iberian Portfolio Performance
      for a 3 year period,
      for the 4th time in a row
      (Portuguese and Spanish Portfolios
      were considered separately).

    • 2015

      CA Património Crescente
      wins the IPD award
      for the
      5th time for the Best Performance Iberian
      Portfolio for a 3 year period.

    • 2016

      CA Património Crescente
      wins the IPD award
      for the
      6th time for the Best Performance Iberian
      Portfolio for a 3 year period.


      The CA Património
      Crescente Fund

      was distinguished as the
      Best Open-Ended Investment Fund
      by the Portuguese Association
      of Investment, Pension
      and Asset Funds (APFIPP)
      in partnership with
      Jornal de Negócios.

    • 2017

      CA Património Crescente
      wins the IPD award
      for the 7th time,
      for Best Performance National Portfolio,
      for a three year period.


      APFIPP and Jornal de Negócios
      awarded CA Património Crescente Fund
      with the price for Best Open-Ended
      Real Estate Investment Fund,
      for the second year in a row.


      945 million Euros
      of assets under management.

    • 2018

      Pelo terceiro ano consecutivo o CA Património Crescente
      foi premiado pela APFIPP
      em
      parceria com o Jornal de Negócios
      como Melhor Fundo de
      Investimento Imobiliário Aberto 2018
      .


      1.028 milhões de Euros
      de ativos sob gestão.

What distinguishes Square AM

Square A.M. is administered according to a Financial Groups non-dependence strategy. This positioning allows avoiding conflicts of interest while reinforcing the sense of management, pro-activity and flexibility to assess and find swift solutions on a case-to-case approach.

Wide
experience
in Managing Real Estate Investment Funds
Wide
experience
in Private and Public Real Estate Management
Non-dependence
of Financial Groups
Flexibility,
according to each specific case
Certainty
of technical/administrative support solutions
Innovative solutions
for managing and monetising real estate assets
International Business Vision
with over 28 years of visible results in four continents

Consistency, Trust and Innovation

Square A.M. stands out for its consistent growth and ability to manage different type of funds, consistently overcoming market indicators.

RIGHTSQUARE, SGPS, S.A.
SQUARE A.M. is owned by RIGHTSQUARE, SGPS, S.A.

Clients
Square AM’s consistent growth wins over the confidence of major Portuguese economic Groups – Caixa Central de Crédito Agrícola, Grupo Montepio, amongst others – trusting us to manage its real estate funds.
Success
Square AM’s high performance has consistently been recognized by both national – APFIPP and Jornal de Negócios – and international - Morgan Stanley IPD - prestigious entities.
Regulation
Headquartered in Lisbon, SQUARE A.M. is a financial institution supervised by the Portuguese financial market regulators - Banco de Portugal and the Portuguese Securities Market Commission (CMVM) - and is subject to European Union standards and directives.

Outstanding Asset Results

The results of the 4th semester of 2018 obtained by Square AM, are in line with the differentiated management strategy for each type of funds. The restructuring funds are by definition disinvestment funds that have materialized, once again, highest volume of sales.

Core Asset Funds

YIELD VS. EURIBOR: Return for investors
  • CAPC
  • EURO12M
CORE ASSET FUNDS AuM

Restructuring Funds

RESULTS OF MANAGEMENT OF THE RESTRUCTURING FUND
  • Vacant properties
  • Let properties
DISTRESSED ASSET FUNDS AuM

Approach to Investment

INVESTMENTS
Portfolio diversification
Tenants quality and reassurance
Long term lease agreements
Asset location
Purchase price
Property cost-effectiveness
FUND MANAGEMENT
High risk control standards
Human resources adjusted to management needs
Sustained updates on IT support
Regular reporting