Direct access to real estate assets in US.
Offer your clients the opportunity to invest in US Core+ institutional grade investments via a European based and regulated platform. Simplified access via digital platform, which allows transparent monitoring of performance.
Key Highlights
Return – Elevated risk adjusted Preferred Annual Coupon and Internal Rate of Return versus alternative products
Security – Obligations to be secured by first lien on borrowing French entity and by interest in asset through US entity.
Diversification – Provide clients with currency and geographical diversification
Digital - 100% digital platform to reduce administrative burden
European - Paris based team available to support you and your clients
Fiscally Efficient - Fiscally advantageous obligations – Returns flat taxed at PFU 30% & not subject to IFI in France
Estate Planning - Under discussions with life insurance companies to reference investments for more favorable PFU and estate taxation