SCPI: expected returns on the rise in 2024 but be careful of the announcement effects. In a market that is still unfavorable for sellers, managers capable of collecting should continue to achieve good deals.
If overall collections fell sharply in 2023 (decrease of 52.4% compared to 2022), the liquidity crisis seems to be over. Several managers have shares awaiting withdrawal. But these only represent 2.11% of the outstanding SCPIs at the end of 2023, or less than 2 billion euros, according to Rock-N-Data.