In this exclusive Q&A, Tracey Martin, Executive Director at EQTY, discusses the thinking behind the fund’s structure, why PropTech and Serviced Operations play a central role, and how collaboration with leading partners helps shape a resilient and globally relevant investment strategy.

1. How does Portugal’s evolving residency by-investment program compare to other similar programs?

Several European countries continue to offer residency and citizenship-by-investment programs, each with unique requirements and benefits. Despite recent reforms, Portugal’s Golden Visa continues to stand out as one of the most flexible and strategic residency-by-investment programs in Europe. It is particularly appealing to global investors seeking a balanced lifestyle, tax efficiency, and long-term security within the EU, all without the burden of full-time relocation.

2. Tell us about the EQTY Global Growth II Fund.

The EQTY Global Growth II Fund is advised by EQTY Capital Advisors and managed by STAG Fund Managers. It features a globally diversified investment portfolio designed to deliver sustainable, long-term returns. This unique fund offers access to a blend of international and local investment opportunities across three strategic sectors: Private Equity, Serviced Operations and PropTech.

3. What was the vision behind launching the EQTY Global Growth II Fund?

The vision behind launching the EQTY Global Growth II Fund was rooted in the commitment to build investment solutions with strong fundamentals and sound strategies—designed to stand on their merit, regardless of Golden Visa eligibility.

As the regulatory landscape evolved, a deliberate approach was taken to assess and understand the new legal framework, and aligned the Fund with our team's expertise and track record.

This led us to focus on three strategic areas where we have solid experience, remaining true to our core competencies: PropTech, Private Equity, and Serviced Operations. We’ve successfully advised on six Golden Visa Funds since 2021, and EQTY Global Growth II represents the most evolved offering to date.

4. What are the key sectors and geographies targeted by EQTY Global Growth II?

EQTY Global Growth II is a diversified investment fund targeting both international and local opportunities, with up to 40% allocated outside Portugal. It invests across key global markets—including Europe, the U.S., and Asia—via partnerships with a leading Sovereign Wealth Fund and top-tier PropTech firms. The Fund spans sectors such as Private Equity, PropTech and Serviced Operations, offering low volatility and downside protection.

These sectors reflect rising demand for innovation, flexibility, and community. By aligning with these shifts, EQTY Global Growth II offers a strategic, future-ready investment approach with strong potential for long-term value and operational efficiency.

Credits: Supplied Image; Author: Client;

5. Why PropTech and Serviced Operations?

Capitalizing on global trends, the Fund focuses on high-growth areas like PropTech—where AI, IoT, and big data are transforming real estate—and Serviced Operations which is expanding beyond traditional hotels to include serviced residences, wellness retreats, senior living, and co-working spaces, catering to a mobile, experience-driven consumer base

In PropTech, technologies like AI, blockchain, IoT, and big data are transforming everything from construction to property management and transactions — improving efficiency and decision-making in the end to end property lifecycle.

In Serviced Operations, demand is growing for more flexible, experience-led spaces. This includes long-term stays, wellness-focused living, and hybrid workspaces, driven by lifestyle shifts and demographic change.

The convergence of hospitality, wellness, and workspaces presents new investment opportunities, enhances operational efficiency, and boosts customer satisfaction. Key trends include shifting industry boundaries, demographic changes, sustainability, and the rise of lifestyle destinations, all contributing to stronger long-term value.

These sectors are experiencing significant growth and disruption and, together, these trends create new opportunities and support long-term value creation for investors.

6. Can you elaborate on the strategic partnerships that strengthen this Fund’s value proposition? How are the partners involved in the process selected?

We believe in the power of partnerships and have consistently collaborated with industry leaders to enhance the value of our investment offerings. EQTY Global Growth II is no exception. The Fund benefits from the expertise of highly experienced and globally renowned advisors who work closely with the team to guide investment decisions.

We committed to identifying best-in-class partners, companies and opportunities that align with our values, long-term goals, and investment strategy. These partnerships not only provide access to high-quality, off-market opportunities but also enhance return potential through a combination of capital gains and exclusive co-investment access.

7. Who is this fund designed for?

EQTY Global Growth II is best suited for investors with a low to moderate risk appetite who are seeking a balanced strategy focused on capital preservation and long-term capital appreciation. The fund is designed for those looking to diversify their portfolio through exposure to both local and international markets, while benefiting from a professionally managed and fundamentally strong investment vehicle.

Credits: Supplied Image; Author: Client;

8. What makes EQTY Global Growth II stand out in a competitive market?

Building on EQTY’s solid and consistent track record, the Fund has a sound and compelling investment policy. This, coupled with strong partnerships with best-in-class advisors and industry leaders, ensures world-class expertise at every stage.

Additionally, the Fund is underpinned by robust governance, including a triple-check investment review and approval process with oversight by an experienced Investment Committee—further reinforcing its credibility and long-term value for investors.

What sets the Fund apart is its thoughtful diversification, institutional-grade structure, and the rigorous oversight applied to every investment.

Reach out to EQTY Capital and discover the EQTY Global Growth II Fund:

→ Download EQTY Global Growth II Brochure HERE

→ Reach out directly to our Team at hello@eqtycapital.com