Our 3 SCPIs in April

Each month, we will introduce three SCPIs. For this month of April, we have decided to introduce you to Epargne Pierre, Pierval Santé and Activimmo.

Our articles are not investment advice.

SCPI Epargne Pierre

Epargne Pierre is a diversified SCPI managed by Atland Voisin. With 70% of assets located in the region, Epargne Pierre has a capitalization of € 1,361, 37 billion at 31 December 2020.

Particularly resilient, this diversified SCPI vehicle has a rate of return of 5.36% in 2020. With its strong tenants and daily asset management support assured by the Management Company, it offers a high occupancy rate of 94.94%.

On the investment side, Epargne Pierre closed more than € 460 million of acquisitions in 2020. Among these, we can distinguish the innovation center of Pierre Fabre in Toulouse for a volume of € 64 million and an area of 43,000 m2. With a net yield of 6.50% and a 9-year lease agreement, this office real estate asset has all the solid fundamentals necessary for the fund’s good performance.

The SCPI Epargne Pierre is available at a subscription price of € 205, for a minimum of 10 shares subscribed. It is available by dismemberment but also by scheduled payments (monthly, quarterly or annually).

The SCPI is in the process of receiving an CSR label (Socially Responsible Investment).

SCPI Pierval Santé

Pierval Santé is a Healthcare specialized SCPI  managed by Euryale Asset Management. Invested 60% abroad and exclusively invested in healthcare assets, SCPI Pierval Santé has a capitalization of € 1,39 billion as of 31 December 2020.

This specialized SCPI has a rate of return of 4.95% in 2020. Pierval Santé offers a high occupancy rate of 97.33%, higher than the market average.

On the investment side, Pierval Santé closed more than € 411 million of acquisitions in 2020. Last December, the SCPI acquired a residential care centre in the heart of Maastricht for a total amount of € 86 million. With more than 29,000 square metres of land, this asset enjoys an unique location in the middle of a three-hectare park.

The SCPI Pierval Santé is available at a subscription price of 200 euros, for a minimum of 5 shares. It is available by dismemberment but also by scheduled payments.

The portfolio of health SCPIs is made up of clinics, laboratories, medical centres, nurseries, EHPAD, etc. It is a particularly relevant asset typology in these particular times and a sector with very dynamic activities.

SCPI Activimmo

Activimmo is a specialized SCPI managed by Alderan. Activimmo is the only SCPI to be 100% invested in logistics assets (warehouses and activities). As of December 31, 2020, Activimmo has a capitalization of nearly € 79 million.

This specialized SCPI has a rate of return of 6.05% in 2020. Activimmo also has a very high occupancy rate of 99.10%.

On the investment side, Activimmo made more than € 47 million of acquisitions in 2020. Last November, that Logistics SCPI acquired a VEFA (development project) of a warehouse in the Marne-la-Vallée economic sector near the A4 highway. It will develop 5,470 square meters and aims for an environmental certification E-C-, i.e. an ambitious goal of energy efficiency (E-) and low carbon (C-).

The SCPI Activimmo is available at a subscription price of 610 euros, for a minimum of 10 shares. It is available by dismemberment but also by scheduled payments.

Logistics assets are trending these recent months. First, there is the rise of e-commerce and the development of the online sales sector, a growing success in response to a new consumer habit. These changes are correlated with the ecological transition and the desire to reduce the carbon footprint. These ecological and societal issues are also added to the need for storage assets closest to the consumer, the urban “last mile logistics”. All of these reasons justify the growing interest of real estate funds in moving towards this type of asset.

The SCPI is in the process of receiving an CSR label (Socially Responsible Investment).

We invite you to check our partner MeilleureSCPI.com for more information about this product and potential subscription.

Published in : Commercial Real Estate, SCPI, Top 3   By : Rock & DATA   On : April 22, 2021

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