Altarea Investment Managers
OUR SCPI ALTA CONVICTIONS
Alta Convictions is a SCPI with variable capital. Investing in Alta Convictions means targeting the best investment opportunities in each real estate sector.
Alta Convictions is an agile SCPI, designed to adapt to the new real estate cycle, both from a sectoral point of view, with a focus on retail, schools and logistics at launch; and from a geographical point of view, with investments in French metropolises and up to 20% of the real estate portfolio in Europe.
Before investing, consider your personal situation, your investment horizon and your degree of aversion to real estate risk.
This tense market is already generating new opportunities for expert players, and it's precisely this dynamic that we're offering you the chance to seize alongside Altarea IM.
THE CONVICTIONS THAT GUIDE OUR INVESTMENTS
Altarea IM believes that real estate has the power to positively transform cities and the lives of their inhabitants. This conviction is reflected in every decision we take and in every investment we make.
A NEW REAL ESTATE CYCLE TAKES SHAPE
Changing lifestyles and consumption patterns, the digital revolution, urban transformation and densification are forcing real estate to rethink itself, with environmental expectations and financial consequences.
The residential sector will see the development of services and shared housing, particularly in city centers. Retailers are further diversifying their distribution channels (stores in city centers, retail outlets on the outskirts of major cities, e-commerce), along with the associated logistics.
Businesses are reviewing their office real estate requirements to optimize and adapt them to new hybrid work modes (face-to-face/teleworking, flex office).
These structural trends are occurring at a time of rising interest rates, which is bound to lead to value corrections and accentuate the obsolescence of certain assets. This tense market is generating new investment opportunities for specialist real estate players.
THE USER MORE THAN EVER AT THE HEART OF THE ASSET
Tenants or occupants of real estate assets are now looking for a "customer experience". The use of office assets is increasingly inspired by hotel codes in terms of reception, flexible meeting room reservations and catering options.
Across all asset classes, the number of service offerings is increasing. More and more assets will be mixed-use and/or partly reversible.
Our real estate investments must take these developments into account to attract and retain users.
THE MOST RESPONSIBLE ASSETS WILL BE THE BEST PERFORMERS
The sustainable transformation of our business models is underway. The tightening of technical regulations for buildings and the attention paid to their consumption is a reality that will require a specific action plan for improvement building by building.
Our investment policy incorporates a demanding ESG approach, as well as paying particular attention to controlling rental costs and ensuring user satisfaction and well-being.
These elements are the key factors for a good level of asset performance and value over time.
The SCPI's investment strategy promotes environmental and social features within the meaning of Article 8 of Regulation (EU) 2019/2088 on sustainability reporting in the financial services sector (SFDR).