"Delta Link International" supports individuals and professional athletes in the different stages of an investment project: From the basics (cash flow, ROI, cap rate, NPV, IRR, etc.) through market analysis according to asset types, to the development of a purchase and resale strategy aimed at the financial objectives set in the short and long term.
"Delta Link International" offers wealth managers prudential portfolio diversification solutions in collaboration with an extensive network in the territories composed of asset managers, notaries, tax lawyers, financial analysts, and other professionals in the sector, as a driver of value creation and performance.
"Delta Link International" works with independent investors in the arbitration of transfers as well as in the acquisition of new real estate. In addition to the various financial and regulatory analyses and optimization that we can provide, our team also helps in the valuation of an asset as part of a reconversion of activities and structural modification.
"Delta Link International" supports various SCPIs, whether they are income SCPIs (offices, shops, warehouses, tourism, etc.), residential SCPIs, as well as tax SCPIs covered by the Duflot, Malraux or land deficit systems.
Our expertise enables us to meet the legal requirements for OPCIs, to provide precise assessments when acquiring real estate assets covering portfolios both nationally and in Europe, and finally to prevent tax risks.
Our real estate expertise enables us to assess fund performance, detect value creation opportunities and analyze fluctuations. All essential elements for optimal management & communication & with shareholders.
Our operational capacity enables us to offer SIICs real estate valuation services tailored to their needs: our specialization by asset type and the coverage of our network enable us to respond in a responsive and relevant manner.
Insurance and mutual insurance companies have diversified their investments towards offices, shopping centers, hotels, etc., favoring safe and liquid investments. We offer solutions tailored to their needs in terms of valuation and new acquisitions.
You are an OPCI...!
The Delta Group offers personalized support and increased responsiveness for Real Estate Collective Investment Organizations (OPCI) at each stage of the valuation of their assets. Our expertise services allow us to meet legal requirements, provide accurate valuations when new assets are acquired and protect against tax risks. We can assist various types of OPCI, covering asset portfolios spread across territories and border areas.
With our expertise in real estate valuation, we collect, analyze and exploit a vast amount of information. Our team produces valuations that take into account the specificities of each asset, such as location, market, land and real estate characteristics. We thus provide reliable answers to the needs and challenges specific to each OPCI.
Compliance with current regulations
To comply with the regulatory requirements of the Autorité des marchés financiers (AMF), Real Estate Collective Investment Schemes (OPCI) must regularly establish the net asset value of their units. For general public OPCIs, this assessment must be carried out quarterly by two experts: one responsible for determining the value of the assets, while the other provides a critical review of this valuation.
Each year, these roles are reversed to ensure an objective assessment. As for professional OPCIs (OPPCI), they have the option of calling on a single expert, but must nevertheless carry out a biannual assessment. The Delta Group is committed to providing portfolio management companies that supervise OPCIs with rigorous asset valuation processes and to scrupulously respecting the deadlines associated with their legal obligations.
Thanks to our expertise, we quickly and accurately assess all asset classes, thus guaranteeing a reliable determination of the net asset value of the unit. Our specialized team meets the needs of all OPCIs, whatever their size or the diversity of their portfolio.
Assessment of the initial value of the asset
For OPCIs, it is recommended to carry out a real estate valuation before acquiring an asset. This approach allows them to protect themselves against the risk of a valuation gap between the acquisition price and the value determined during an appraisal, in accordance with legal obligations.
In addition, it allows them to justify their acquisition decision to their shareholders. By anticipating this valuation, OPCIs can make informed decisions and minimize the potential risks associated with their real estate investments. Thanks to the presence of our team on the ground and our proven expertise in the field of real estate valuation, we are the preferred partners of OPCIs.
We capitalize on the data collected by the Delta group to carry out an in-depth and high-quality analysis of markets, regulations and products. This approach allows us to provide OPCIs with relevant and reliable valuations, based on an in-depth understanding of their environment and their specific needs.
Anticipating tax issues
In recent years, tax authorities have been paying new attention to the distribution of the acquisition price of a real estate complex between the land and the construction. It is now possible for the tax authorities to challenge the distribution made by the taxpayer.
Recent case law from the Council of State now requires a definitive breakdown of the cost of a real estate complex between the land and the construction on the date of entry into the assets. The distribution between land and construction represents a complex challenge: the value of the land portion can be more volatile than the cost of construction, and it can be out of sync with the market value due to the specificities of the land portion.
For OPCIs, this distribution represents a potential tax risk in the event of disagreement with the tax authorities. To help our clients protect themselves against this risk, the Delta group uses a multidisciplinary approach and various methodologies to refine this distribution as closely as possible to the investor’s interests.
Our asset managers are here to help you!
Cut out unnecessary middlemen...while protecting your assets...!
- Voir Aussi !
Private / Sports Pro
The Delta Group » supports individuals and professional athletes in the different stages of an investment project...
Wealth Manager
Dellta Group provides asset managers with prudential portfolio diversification solutions...
Independent Investor
The Dellta group works with independent investors in the arbitrage of new real estate assets...
SCPI
The Delta group supports SCPIs, yield, housing, as well as tax SCPIs falling under the Duflot, Malraux or land deficit systems...
unregulated funds
Our real estate expertise evaluates fund performance and detects value creation opportunities...
SIIC
We support listed real estate companies (SIIC) in the evaluation of their diversified asset portfolios...
Insurance & Mutual Company
We provide insurance companies and mutuals with a service targeting the five-yearly evaluation requirements...
We offer you an Accompaniment Course !
Our experts will guide you step by step through your investments...!
Our support program
From the initial concept to its realization, the Delta Group supports you with a comprehensive and integrated range of services, allowing you to optimize the implementation of your investment strategy...!
Join our Investment Club and its Off-Market Assets !
Our Property Managers are available to show you our different asset types...!
Our Asset Categories
Whether you are an individual or a professional, we optimize your real estate transactions, in all asset classes. Whatever your investment capacity, we are here to listen to you...
