HERITAGE: THE SCPI INVESTMENT IN 2021
The world of SCPI has inevitably been questioned, called into question, throughout this period of crisis. But as we mentioned in our previous article, the average return delivered by REITs in 2020 was 4.18%. COVID has thus become a catalyst, and has been able to highlight the practices to be adopted for management companies (diversification, choice of investments, sustainable sectoral divisions).
In the third quarter of this year 2021, the Civil Real Estate Placement Companies maintained their consistency. Indeed, the latter deliver an average yield of 4.20%. All sector categories deliver a return of over 4%, except, unsurprisingly, the hotel sector.
Let's take a closer look at the different sectors. First, REITs invested in offices achieved an average return of 4.12%, as did specialized REITs. However, commercial REITs provided slightly higher returns, reaching 4.16%.
Diversified REITs performed quite well, with returns of 4.86%. However, it is the residential REITs and REITs invested in the Logistics sector that have been the most attractive, with returns of around 6%.
However, we recommend investing in the most diversified SCPI possible, whether at sectoral or geographic level, in order to smooth and reduce risks.
Finally, is it wise to invest in SCPI in 2021? We would tend to tell you yes. SCPIs, which have existed for more than fifty years (1964), are adaptable and for the most part are very responsive to market fluctuations.
In addition, young SCPIs could prove to be a good investment solution. Indeed, they do not have to adapt their assets and investments to market requirements, unlike already well-established SCPIs.
For any further information, do not hesitate to contact one of our wealth advisers on 01 45 03 80 96.
