SCPI Carac Perspectives Immo

This SCPI with variable return proposes diverse investment including offices, business premises, activity facilities, warehouses, leisure and health facilities.
  • Commercial real-estate investment
  • Diversified portfolio

SCPI Carac Perspectives Immo

Visa AMF SCPI no.15-30 dated 18 December 2015
  • 8 years
    Recommended investment term:
  • 4.22 %
    2022 distribution rate (distributed return)*
  • 193 893 675 €
    Capitalisation at 31/12/2022
  • 9
    Number of shareholders at 31/12/2022
  • 961,097
    Number of shares at 31/12/2022
  • *Past performance does not forecast future performance.
  • Payout date 1st day of 4th month after subscription

The advantages

A diversified asset including offices, business premises, leisure facilities, business premises, health facilities, warehouses

-Short payout term: 1st day of month after subscription
-Recurring revenue

Investment strategy:

The SCPI CARAC Perspectives Immo investment strategy is dual: potential return and long-term value increase. As these objectives cannot be guaranteed, the SCPI does not guarantee profitability or capital.

Everything you need to know

SCPI Information

  • Real-estate investment trusts (SCPI) are unlisted collective property funds invested exclusively in property.
    All types of investors wanting to invest long-term in the real estate market are eligible.
    Investment begins at several thousand euros, in exchange for a risk of capital loss and reduced liquidity and provide the following benefits:
    – indirect access to property markets traditionally reserved for professional investors;
    – full delegation of management to a property specialist;
    – potential additional revenue;
    – a diverse approach to property risk.
    The recommended investment term is 10 years. The SCPI bears the costs for investment and property management.
  • In compliance with article 8 of the CGI (General Tax Code), the SCPI is tax-transparent and is not subject to French corporation tax.

    A progressive income tax rate is applied to individual shareholders and corporate taxes to legal entities. Individual shareholders can declare their property income in the “micro-foncier” regime (under certain conditions) or the “régime réel d’imposition”. For individual French residents, revenue from cash investments are taxable in the capital investment income category.

    General principle of French income tax

    Revenue generated by the company, such as capital gains realised on sale or withdrawal of shares, is thus directly taxable on the basis of shareholders’ individual circumstances and proportionate to their shares in the SCPI.
    French property revenues and capital gains are subject to social security levies of 17.20%.

    General principle of foreign income tax

    – Foreign property revenue is subject to taxation in the country where the property is located. Tax is paid at the source. Foreign revenues are not subject to French social security levies.

    – SCPI revenue is declared and taxable in the investor’s property income category. Depending on tax treaties between France and the countries where the SCPI invests, rebalancing mechanisms can be provided to avoid double taxation, such as a tax credit.

    For more information: see the SCPI Atream Hôtels information sheet that can be downloaded in the documentation section.

The associated risks

SCPI shares are a long-term investment for the purpose of diversification. In case of subscription with credit: N.B. absence of guarantee for SCPI capital and income does not void reimbursement conditions of credit used for subscriptions. In the event of default, shareholders may be forced to sell their shares and may lose capital. Resale of shares may not cover repayment of the credit.
  • The SCPI bears a risk of capital loss: capital invested is not guaranteed.
  • Profitability of SCPI investment is generally determined by:
    (1) potential or possible dividend payments. This depends on real estate lease terms and may change randomly over the duration of the investment;
    (2) the amount of capital you will receive, either on the resale of your shares or, if applicable, on SCPI liquidation. This amount is not guaranteed and depends mainly on the development of the real estate market concerned over the total investment duration.
  • The withdrawal or sale of shares is subject to a prearranged purchase agreement. As a result, the time frame for share resale varies with purchase requests on the market.
  • We draw investors’ attention to the fact that SCPI Atream Hôtels is legally authorised to use direct and indirect debt, from banks or other lending bodies, up to 40% of the value of the assets to finance investments. This is in compliance with the decision of the constituent general assembly of 14/9/2016 that property investment can be financed with debt up to 100% of its acquisition value.

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