Casafund use case: how to outperform the real estate market with data-centric sfr investments
Posted: Tue Dec 10, 2024 4:12 am
CasaFund was a real estate investment vehicle launched by CASAFARI, designed to show how to use Casafari data to obtain alpha returns in the real estate sector by capitalizing on undervalued SFR (single-family residential) properties strategically located in the main city center of Lisbon . Over a two-year acquisition period, from Q4 2020 to Q1 2022, CasaFund assembled a portfolio of 38 premium residential assets with gross yields close to 7% unlevered and vacancy rates close to zero.
These assets were converted from short-term to medium/long-term rentals. CasaFund's goal was to maximize returns for its investors by creating a crisis-proof long-term rental portfolio in Lisbon's most sought-after neighborhoods.
The idea attracted the interest of 30 private investors and family offices and was managed by CASAFARI's dedicated team of market experts, who handled all operational aspects of the project.
A data-driven approach to buying and managing properties
CasaFund’s approach combined deep market insight with data-driven decision-making to optimize the timing and terms of each acquisition, lease and sale.
When it came to finding the ideal chinese overseas america database properties to invest in, the team turned to CASAFARI, Europe’s largest real estate database. Our Property Search was used to find the best opportunities with desired characteristics , such as a certain estimated rental yield, location and price. Additionally, alerts were created to notify the CasaFund team of interesting new properties that became available or sequential price drops that indicated high interest to sell.
To ensure that the capital was well invested, our Property Valuation was used to analyse the exact value of the assets, comparing it to similar properties on the market. This resulted in reductions in sales prices to closing prices of up to 30%.
Once acquired, CasaFund meticulously managed each property, overseeing the entire investment cycle to maximize profitability. This comprehensive approach included defining competitive rental values, coordinating renovations, finding tenants, and effectively managing the property until it was time to sell. Leveraging CASAFARI’s extensive market data, CasaFund accurately identified where CAPEX (upgrading assets through renovations) could add significant value with a positive ROI (return on investment), ensuring that the price and quality of the property was more attractive to both tenants and future buyers.
In addition to property valuations, CASAFARI’s Market Analysis tool played a key role, helping the team monitor market dynamics and make timely rent adjustments based on prevailing trends. This attentiveness to market movements enabled CasaFund to maintain optimal rental income and consistently increase the portfolio’s overall ROI.
Furthermore, when it came time to sell the portfolio, it made sense to again use the Property Valuation tool to determine the most realistic and accurate price for each asset and utilize our market access to 60,000 real estate agents for an accelerated unit-by-unit sale.
Optimize your real estate results with CASAFARI technology
Case studies and profitability
To illustrate CasaFund’s success, here are three representative use cases that show how carefully selected properties generated substantial returns:
Prazeres: Taking advantage of unique features
In the Prazeres district, CasaFund invested in a spacious 120 m2, 3-bedroom apartment with extraordinary views. Purchased for €235,000 and renovated for €21,700, the attractiveness of this apartment attracted a great deal of buying interest, allowing it to be sold just seven months later for €350,000. This generated a gross profit of €85,000, allowing CasaFund investors to take advantage of market gains and reinvest the profits in new acquisitions.
These assets were converted from short-term to medium/long-term rentals. CasaFund's goal was to maximize returns for its investors by creating a crisis-proof long-term rental portfolio in Lisbon's most sought-after neighborhoods.
The idea attracted the interest of 30 private investors and family offices and was managed by CASAFARI's dedicated team of market experts, who handled all operational aspects of the project.
A data-driven approach to buying and managing properties
CasaFund’s approach combined deep market insight with data-driven decision-making to optimize the timing and terms of each acquisition, lease and sale.
When it came to finding the ideal chinese overseas america database properties to invest in, the team turned to CASAFARI, Europe’s largest real estate database. Our Property Search was used to find the best opportunities with desired characteristics , such as a certain estimated rental yield, location and price. Additionally, alerts were created to notify the CasaFund team of interesting new properties that became available or sequential price drops that indicated high interest to sell.
To ensure that the capital was well invested, our Property Valuation was used to analyse the exact value of the assets, comparing it to similar properties on the market. This resulted in reductions in sales prices to closing prices of up to 30%.
Once acquired, CasaFund meticulously managed each property, overseeing the entire investment cycle to maximize profitability. This comprehensive approach included defining competitive rental values, coordinating renovations, finding tenants, and effectively managing the property until it was time to sell. Leveraging CASAFARI’s extensive market data, CasaFund accurately identified where CAPEX (upgrading assets through renovations) could add significant value with a positive ROI (return on investment), ensuring that the price and quality of the property was more attractive to both tenants and future buyers.
In addition to property valuations, CASAFARI’s Market Analysis tool played a key role, helping the team monitor market dynamics and make timely rent adjustments based on prevailing trends. This attentiveness to market movements enabled CasaFund to maintain optimal rental income and consistently increase the portfolio’s overall ROI.
Furthermore, when it came time to sell the portfolio, it made sense to again use the Property Valuation tool to determine the most realistic and accurate price for each asset and utilize our market access to 60,000 real estate agents for an accelerated unit-by-unit sale.
Optimize your real estate results with CASAFARI technology
Case studies and profitability
To illustrate CasaFund’s success, here are three representative use cases that show how carefully selected properties generated substantial returns:
Prazeres: Taking advantage of unique features
In the Prazeres district, CasaFund invested in a spacious 120 m2, 3-bedroom apartment with extraordinary views. Purchased for €235,000 and renovated for €21,700, the attractiveness of this apartment attracted a great deal of buying interest, allowing it to be sold just seven months later for €350,000. This generated a gross profit of €85,000, allowing CasaFund investors to take advantage of market gains and reinvest the profits in new acquisitions.