10 Questions
What are some of the purposes for which real estate can be used?
Residential, investment, commercial, or building plot purposes
What was the average price per square meter for real estate transactions in France in 2022?
3,204 euros
What are some benefits of investing in real estate?
Additional income, tax advantages, and a long-term heritage
What is an important factor to consider when buying real estate for rental investment?
Yield
What is a Société Civile Immobilière (SCI)?
A form of civil society used to hold and manage real estate assets
How can SCIs be invested in?
Through life insurance or a Unit of Account
What is a Société Civile de Placement Immobilier (SCPI)?
A real estate investment vehicle that allows investors to place their savings in a secure manner
What are some advantages of investing in SCPIs?
Attractive return, no management constraints, and offer diversification of assets
What are some of the main SCPIs on the market?
Corum Origin, Primovie, and Pierval Santé
What is the distribution rate (TDVM) of SCPIs?
Calculated by dividing the annual gross dividend by the average share price during the year
Study Notes
- Real estate can be used for residential, investment, commercial, or building plot purposes.
- In 2022, there were 1.13 million real estate transactions in France, with an average price of 3,204 euros per square meter.
- Investing in real estate can provide additional income, tax advantages, and a long-term heritage.
- Yield is an important factor to consider when buying real estate for rental investment.
- The Société Civile Immobilière (SCI) is a form of civil society used to hold and manage real estate assets.
- SCIs can be invested in through life insurance or a Unit of Account.
- Société Civile de Placement Immobilier (SCPI) is a real estate investment vehicle that allows investors to place their savings in a secure manner.
- SCPIs have an attractive return, no management constraints, and offer diversification of assets.
- Corum Origin, Primovie, and Pierval Santé are some of the main SCPIs on the market.
- SCPIs have a distribution rate (TDVM) calculated by dividing the annual gross dividend by the average share price during the year.
- Rval Santé manages 200+ real estate assets and capitalizes nearly 2.6 billion euros.
- Activimmo specializes in logistics and invests in warehouses and business premises.
- Iroko Zen invests in a diversified way in France and the euro zone, based on ESG requirements.
- Pinel law offers tax advantages for rental investment to support real estate construction.
- Pinel law responds to build housing in tense areas, support rental investment and develop intermediate rental housing.
- Pinel law offers tax reduction spread over 6, 9 or 12 years, within the limit of €300,000 and a ceiling of €5,500 per m².
- Accommodation must respect certain rules to benefit from the reduction.
- Other laws like Scellier, Duflot and Malraux laws existed before Pinel law.
- Other devices like the Historic Monuments Law, Denormandie law, Censi-Bouvard system, Girardin law and land deficit also offer tax advantages.
- These devices aim to promote rental property investment, offer tax savings and revive the construction sector.
Test your knowledge on real estate investment, Société Civile de Placement Immobilier (SCPI), and tax laws such as Pinel law. Learn about different types of real estate transactions, investment vehicles, and tax advantages.
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