Let’s innovate together
your way of investing
strategies and adapt to new market opportunities.
¿WHO
we are?
Our philosophy
Helio Capital is a firm specialized in investment strategies within the real estate market. With extensive experience in the sector, our goal is to partner with investors to help boost their returns and provide a stable position in reverse housing investments, by combining statistical modeling and actuarial science.
We deliver superior, uncorrelated returns by blending opportunistic and conservative investment approaches under a socially responsible strategic vision. Our model addresses the current pension challenge by offering a solution that enhances the homeowner’s quality of life while generating highly attractive returns for investors.
Our philosophy
Helio Capital is a firm specialized in investment strategies within the real estate market. With extensive experience in the sector, our goal is to partner with investors to help boost their returns and provide a stable position in reverse housing investments, by combining statistical modeling and actuarial science.
We deliver superior, uncorrelated returns by blending opportunistic and conservative investment approaches under a socially responsible strategic vision. Our model addresses the current pension challenge by offering a solution that enhances the homeowner’s quality of life while generating highly attractive returns for investors.
Our philosophy
Helio Capital is a firm specialized in investment strategies within the real estate market. With extensive experience in the sector, our goal is to partner with investors to help boost their returns and provide a stable position in reverse housing investments, by combining statistical modeling and actuarial science.
We deliver superior, uncorrelated returns by blending opportunistic and conservative investment approaches under a socially responsible strategic vision. Our model addresses the current pension challenge by offering a solution that enhances the homeowner’s quality of life while generating highly attractive returns for investors.
Assets Under
management
INHOME PRIME
PROPERTIES SOCIMI, S.A
Total Investment
30.000.000 €
Properties
60 apartments
Location
Madrid - Barrio Salamanca
Reverse housing is a financial and socially impactful solution that supports the senior population while generating returns for investors.
METHODOLOGY
Actuarial Study
The project presents a unique and attractive risk-return profile, based on a demographic and actuarial study developed by two PhD economics professors from the University of Barcelona.
What is it?
It is an independent method that calculates asset release timelines under lifetime lease agreements.
How does it work?
A comprehensive analysis is conducted based on life expectancy estimates for the senior population, as well as variables such as income level and residential area.
Big Data
The data collected comes from the National Statistics Institute (INE), the Ministry of Labor (Social Security), and the Spanish Tax Agency (AEAT).
Outcome
The analysis is reflected in life tables that estimate the expected lifetime of tenants, allowing for accurate financial modeling.
BENEFITS FOR
BENEFITS FOR
investors
A fresh perspective focused on profitability and the future of the real estate market.
Attractive Returns
Thanks to the versatility of our business model.
Investment Diversification
Acquisition of assets in neighborhoods with medium to high per capita income in major Spanish cities.
Low Default Rate
Given the quantity and location of the assets, the product offers strong security for the investor.
Exit Flexibility
The product is counter-cyclical, offering flexibility between renting and selling the assets.
Tax Advantages
Creation of a legal vehicle that allows investors to benefit from real estate tax incentives.
SRI
The project offers a solution to a real economic and social challenge.
Investor
and a high-quality asset with tax advantages,
investment diversification, and a low default rate.
The investor obtains high returns and a high-quality asset with tax advantages, investment diversification, and a low default rate.
Homeowner
improved quality of life, along with the peace of mind of being
able to enjoy the property for the rest of their life.
The homeowner gains immediate liquidity and an improved quality of life, along with the peace of mind of being able to enjoy the property for the rest of their life.
BUSINESS MODEL
Flowchart
What is it?
Acquisition of AA / AAA properties with discounts ranging from 25% to 45%.
Value Appreciation
The property increases in value while it is being vacated.
Renovation
High-quality refurbishments, meeting sustainability standards.
Rent / Sell
Yield is generated based on the asset’s cost updated to market value.
Renovation
High-quality refurbishments, meeting sustainability standards.
Rent / Sell
Yield is generated based on the asset’s cost updated to market value.
al valor de mercado.
OUR
team
Carlos García
Management
Trained at EPSEB in Building Engineering, with over 20 years of experience in the real estate sector, both in engineering and development. He is currently a partner at a Luxembourg-based fund managed by Stoneweg, as well as a partner at an alternative investment fund (AIF) management company in Luxembourg.
Jordi García Estapé
Management
Holder of an Executive EMBA from IESE Business School. He has extensive experience as an Asset Manager for real estate assets across various Family Offices, and a long track record in the acquisition of hotel and real estate assets.
Contact
info@helioam.com
Paseo de Gracia, 95-5 Barcelona
+34 936 404 249
