Beyond traditional bricks and mortar
Real estate remains a cornerstone of any wealth strategy. However, the investment landscape has evolved considerably: REITs (SCPIs), OPCIs, club deals, managed properties... Kapitalia helps you identify the vehicles best suited to your situation and objectives.
Our approach favours geographic and sectoral diversification, tax optimisation and portfolio liquidity.
Our real estate solutions
Income-generating REITs (SCPIs)
Selection of the best REITs on the market (offices, healthcare, logistics, residential). Direct investment, within life insurance or through usufruct-bare ownership structures.
Managed furnished rentals (LMNP)
Student residences, senior living, tourism. A turnkey investment with tax advantages linked to the non-professional furnished landlord status.
Real estate club deals
Access to development or property trading operations in France and across Europe, with target returns above market average.
International real estate
Selected opportunities in London, Portugal and other high-growth international markets.
Real estate tax optimisation
- Rental deficit : deduction of renovation costs from rental income and overall income
- LMNP / LMP : depreciation of the property and furnishings to reduce tax on rental income
- SCI subject to corporate tax : capitalisation of rental income with controlled taxation
- Usufruct-bare ownership split : acquisition of bare ownership at a discount, with no income taxation
Who is this for?
- Investors seeking to diversify beyond financial markets
- High-tax-bracket individuals looking to reduce their tax burden
- Expatriates wishing to invest in France from abroad
- Families preparing a wealth transfer through real estate
