Whether you want to diversify your real estate assets, collect additional income over the long term, prepare for your retirement, or even protect your family, real estate is still one of the best ways to achieve this.
To succeed in this investment, which requires availability and skills, Patrimoni Conseil provides tailor-made support in 6 fully delegated steps: development of a tailor-made investment strategy, search for the property, search for financing, follow-up of the acquisition, realization works and furnishings, rental.
All the advantages of a turnkey project
Whatever the objective, be it property investment or real estate investment for yield, Patrimoni Conseil offers all the advantages of a turnkey real estate investment.
From the implementation of a tailor-made strategy, to the search for the best real estate opportunity, through the choice of financing on the best conditions and support in the administrative and legal procedures, from the offer purchase to the deed of sale at the notary, the company takes care of everything.
In doing so, it makes real estate investment accessible to all those who have neither the time nor the knowledge to start alone.
Taxation being the issue that determines the full success of real estate investment, Patrimoni Conseil works with its clients upstream of the project in order to choose the investment strategy best suited to their situation.
Additional asset, the company accompanies its customers from A to Z through a single and dedicated interlocutor.
Expertise deployed in medium-sized cities
Cultivating a close relationship with its clients and keen to capitalize on its experience to offer the most relevant advice possible, Patrimoni Conseil develops its expertise in the same territory: Bourgogne-Franche-Comté, where its head office and premises are located.
Its good knowledge of the local market allows it to deploy in-depth expertise, particularly in medium-sized towns (Dijon, Besançon, Chalon-sur-Saône, etc.).
These very attractive cities, some of which attract many students each year, are endowed with many cultural and natural economic assets that contribute to making them very dynamic real estate markets, both affordable and profitable.
Aim for the best rental return
Yield real estate investment aims to obtain the best rental profitability and generate sustainable income.
It can be a question of acquiring an apartment, an apartment building, offices or even commercial premises.
Colocation and seasonal rental are also concerned.
Investing in real estate by buying a property to renovate can now be the opportunity to buy cheaper.
Indeed, even if, before renting it, it seems necessary to start work, it can be very profitable to invest in an old property to renovate.
To avoid pitfalls, Patrimoni Conseil supports its clients in analyzing documents, carrying out renovation work and integrating these various costs into the financial analysis of the project and therefore into the calculation of the return on investment.
Focus on resale
With regard to real estate investment, a long-term investment that does not allow an attractive return but offers a capital gain when it is resold, the objective is to bet on the valuation of the property over time.
The company can take care of the financing and the optimization of the capital contribution.
An accompaniment which goes from the constitution of the file to the connection with the broker in real estate loan partner which seeks the best financial opportunity, until the reception of the offer of loan.
From the sales agreement to the signing of the authentic deed at the notary's, support is provided at all stages allowing customers to serenely apprehend the acquisition made.
Finally, rental investment is an excellent way to prepare for retirement.
Indeed, according to a survey carried out in 2022 by the Savings and Retirement Observatory, 66% of French people believe that their pension will be insufficient to live properly.
Rental real estate can make it possible to build up a heritage at lower cost by resorting to mortgage loans and by limiting personal savings efforts thanks to the rents paid by the tenant while benefiting from the leverage effect of mortgage loans, interest loan paid each year being deductible from the rents for the calculation of the tax.
Fees linked to the success of the project
The Patrimoni Conseil fees, borrowable and deductible, are mentioned in all the documents submitted.
Linked to the success of the real estate project, they are only due to the signing of an authentic deed at the notary.