Ethical Investment
An investment of meaning and value
In a context of strong economic and financial uncertainty, an increasing number of investors are seeking concrete, stable opportunities aligned with their values. Baglio San Michele represents a long-term ethical investment, founded on real assets and a structured community model.
Why this investment is different
Real and tangible assets
Capital is invested in concrete residential units: 14 apartments in the 16th-century historic farmhouse and 20 new traditional Iblean stone farmhouses. This is a physical asset with intrinsic value, not subject to the fluctuations of financial markets.
An anti-speculative model
The project is structured with anti-speculative clauses and clear governance rules. The goal is not rapid capital gain, but the creation of lasting value through construction quality, shared management, and community stability.
Community as a stability factor
The intentional nature of the community drastically reduces the typical risks of real estate investments. A cohesive and responsible community generates efficiency and protects value over time.
Flexibility for families (added value)
The project includes an internal transition mechanism between Phase 1 and Phase 2 that allows families to evolve their living space while remaining within the community.
Summary financial data
Estimated total investment
€ 15.1 – 15.6 million
Phase 1 cost (Farmhouse Restoration)
€ 2.2 million
Phase 2 cost (Farmhouses)
€ 12.8 – 13.3 million
Expected total revenues
€ 20.2 million
Estimated gross profit
€ 5.1 – 5.7 million
Payback period
3.3 – 3.6 years
Estimated IRR
26–30 %
Base scenario • Even in the most conservative scenario, the IRR remains above 22%.
Risks and mitigations
Real estate market risk
Strong demand for quality stable residences in Sicily, competitive prices and ethical positioning that reduces speculative competition.
Resident turnover risk
Internal transition mechanism between Phase 1 and Phase 2 that encourages families to stay within the project.
Governance risk
Chapter of the Savi with clear rules, anti-speculative clauses and transparent periodic reporting.
Construction execution risk
Gradual philological restoration in Phase 1 and new construction with bioclimatic criteria in Phase 2.
Governance and transparency
The community is governed by the Chapter of the Savi, a 9-member body chosen for competence and representative of the project’s core values.
The Chapter manages common resources, approves new family units, ensures compliance with the Regulations, and protects the common good through anti-speculative clauses and periodic reporting.