SCPI Sofidynamic announces a revaluation of its share price by 5%

In a context that has become significantly more complicated for historic SCPIs, often affected by significant share price drops over the past 18 months, the management company Sofidy unveils encouraging news for holders of shares in its SCPI Sofidynamic. Launched in February 2024, this real estate investment company will see its share price increased by 5% from the start of 2025, thus reflecting the dynamism of its investment strategy and the quality of its acquisitions.

A significant revaluation after less than a year of existence

The increase in the subscription price – which goes from 300 to 315 euros per unit – comes only 11 months after the commercial launch of this investment vehicle. This development is accompanied by an adjustment to the withdrawal price, now set at 308.70 euros for shares held for more than eight years, compared to 294 euros previously.

This early revaluation demonstrates the management company’s ability to identify and realize high-potential investment opportunities.

A diversified and efficient investment strategy

Sofidynamic stands out for its investment approach combining geographic and sector diversification. If the SCPI favors commercial assets and business premises, it remains open to other types of assets. In addition, its scope of intervention extends well beyond French borders, encompassing the entire European Economic Area, the United Kingdom and Switzerland.

The strategy deployed particularly targets secondary European cities offering immediate attractive returns, without neglecting opportunities in large metropolises where active asset management makes it possible to optimize performance.

Risk pooling constitutes a fundamental pillar of this approach, with a stated desire to constitute a granular portfolio.

Targeted acquisitions with attractive returns

The last quarter of 2024 saw the completion of three major acquisitions, perfectly illustrating the SCPI’s strategy.

In Île-de-France, in Saint-Thibault des Vignes, Sofidynamic acquired a commercial complex of more than 1,500 m² and entirely rented to national brands, showing a yield of 8% on the acquisition. Still in the Paris region – in Saint-Cyr-l’École – the SCPI seized an opportunity in a district undergoing urban transformation with the acquisition of a surface area of 267 m² rented to La Vie Claire, generating a yield of 7.5%. The third acquisition, located in Bessoncourt in the Territoire de Belfort, concerns a commercial asset of 3,600 m² fully occupied by recognized national brands, offering a yield of 7.8%.

Promising prospects

The first months of Sofidynamic’s existence were marked by encouraging performances, with distribution levels well exceeding the initial objective of 7% gross of taxes. This positive dynamic, coupled with the revaluation of the share price, confirms the relevance of the positioning adopted by the management company.

The strategy deployed, focused on the search for assets with high potential and the diversification of risk, seems to be bearing fruit. In a constantly evolving economic environment, Sofidynamic demonstrates its ability to identify and realize investment opportunities that generate value for its unitholders.

The rise of SCPI Sofidynamic is part of a particular context for the European tertiary real estate market. While many real estate investment vehicles face valuation challenges in a high interest rate environment, the ability of this young SCPI to quickly create value deserves to be highlighted. Its strategy oriented towards commercial assets in secondary areas, traditionally less exposed to cyclical fluctuations than offices in business districts, seems particularly relevant. The granularity of the portfolio, combined with secure leases with established national brands, offers an appreciable form of resilience in the current context.

This prudent approach, combined with high rental yields upon acquisition, allows the SCPI to build up reserves while ensuring an attractive distribution to its partners. The rapid revaluation of the share price thus testifies not only to the quality of the assets acquired, but also to the robustness of the economic model adopted.

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