Investing in real estate funds

Amundi Immobilier

Investing in real estate funds allows you to make a financial investment that’s supported by property. Amundi Real Estate gives you access to different savings solutions that allow you to invest in property without the usual constraints of buying real estate.

A variety of real estate investments

A real estate fund is an affordable way to invest indirectly in real estate without the constraints of daily property management. Through Amundi Real Estate funds you can access investment in residential properties and commercial properties, (offices, shops, hotels, etc.) which are usually only available to institutional investors.

Responding to our customers' needs

Amundi Real Estate specialists offer a range of investments that reflect our different clients’ needs including:

  • The need for regular income,
     
  • Tax-efficient investing,
     
  • A diversified portfolio to reduce exposure to risk.

Key points of expertise

Proven investment experts in commercial property (offices, shops, hotels, etc.) and residential property (new, in need of renovation, etc.)

Strict criteria for acquisitions based on rent yield, condition, location and environmental impact

Active in the real estate markets of France and Europe

Our expertise in figures

40 years

of experience in real estate asset management1

606

buildings1

€12.9 bn

of assets under management1

Recognized and rewarded real estate

 

Prix de l'innovation 2013
Award for innovation in real estate funds in 2013

given by Opcimmo.

Palmarès Fournisseurs Gestion de Forture 2014
3rd place management company in 2014

for Amundi Real Estate in the category “SCPI Logement” in the  “Palmarès Gestion de Fortune”.

Prix société de gestion 2013
Award for the best range of real estate funds in 2013

given to Amundi Real Estate.

Pierre d'Or
“Pierre d'Or” in 2012 and 2007

by Immoweek in the category “Asset, Property, Facility Manager”.

 

Past performance is not a guide to future performance.

Amundi at your service

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1. Source: Amundi Real Estate as at 31 December 2015. Will change over time.

This non-contractual information does not under any circumstances constitute an offer to buy, a solicitation to sell, or advice to invest in the UCITS, funds and SICAVs (the “products”) of Amundi or one of its affiliates (“Amundi”).

All the projections, assessments and statistical analyses outlined above are provided with the aim of helping potential investors to understand the topics addressed. These projections, assessments and analyses may be based on subjective estimations and assumptions, and may have been obtained by applying one methodology among other possible methodologies, which may lead to different conclusions. As a result, these projections, assessments and analyses should not be considered as proven facts, and cannot be taken as exact predictions of future events.

Investing involves risks. The performance of the products is not guaranteed. In addition, past performance is not in any way a guarantee or a reliable indicator of current or future performance. Investors may lose all or part of the capital originally invested.

Potential investors are encouraged to consult a professional adviser in order to determine whether such an investment is suitable for their profile and must not base their investment decisions solely on the information contained in this document. All potential investors in the products are advised to ascertain whether such an investment is compatible with the laws to which they are subject and the tax implications of such an investment prior to investing, and to familiarise themselves with the legal documents in force for each product. Subscriptions will only be accepted on the basis of the most recent full Prospectus and Key Investor Information Document (KIID) of the product in question, its most recent annual and half-yearly reports, and its Articles of Association which can be obtained free of charge from the registered office of the management company.

Amundi assumes no liability, either direct or indirect, resulting from the use of any of the information contained in this document, and shall not under any circumstances be held liable for any decisions taken on the basis of this information. This information may not be copied, reproduced, modified, translated or distributed, without the prior written approval of Amundi, for any third person or entity in any country or jurisdiction which would subject Amundi or any of its products to any registration requirements within these jurisdictions or where this might be considered unlawful. All the products or sub-funds of the same product are not or will not necessarily be registered or approved for distribution in all jurisdictions, or available to all investors.

This information is provided to you based on sources that Amundi considers to be reliable, and it may be modified without prior warning.

Our funds carry a risk of capital loss and do not offer any guarantee of performance or capital security.