In heavy weather, the stone keeps its status as a safe haven.
This is also true in life insurance where real estate funds have been on the rise for several years.
It is true that in a context of falling rates which weighs on the performance of the fund in euros - 1.35% on average in 2019 - the real estate investment companies (SCPI) reported nearly 4.40%, on average , in 2019.
"The paper stone makes it possible to obtain the surplus profitability that the fund in euros no longer offers"
, underlines Jean-François Chaury, Managing Director of Advenis.
What is more, these savings products invested in commercial real estate (offices, shops, etc.) offer real regularity in returns.
Despite the crisis, SCPIs should pay 3.98% on average in 2020, according to the observatory of the broker Linxea.
Read also:
Real estate: how to invest smartly in SCPI
For savers fearing the ups and downs of the financial markets, the SCPI offer is therefore a good compromise between risk and return.
The offer has grown considerably
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