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Vos avis sur SC PYTHAGORE
https://forum.linxea.com/t/vos-avis-sur-sc-pythagore/174397
https://forum.linxea.com/t/pythagore/174948

Placements 📊
Immobilier / SCPI / Club Deal
août 2021

FrédéricLyon

1
août 2021
Bonjour,

Je souhaiterais avoir vos avis éclairés sur la SC PYTHAGORE.

Bon investissement ou pas selon vous? Les frais d’entrée à 0 sont alléchants mais on ne peut pas se forger une opinion sur ce seul critère.

J’ai consulté les bulletins et autres documents de ce support afin d’obtenir plus d’informations sur le patrimoine de la SC, mais cela ne me parle pas; je ne connais pas la plupart des fonds dans lesquels la SC a investi.

Merci d’avance pour vos éclaircissements.



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BY462293b7

Les infos sont en anglais pour ces fonds

Principal European Core Fund is a pan-European real estate fund providing stable income return from a diversified asset base. The Principal European Core Fund is an open-ended, Pan-European diversified “core” fund that principally invests in the traditional real estate asset classes (office, retail and logistics), with a modest allocation to specialist sectors such as student housing and healthcare.
Bureaux, commerces et logistique à travers l’Europe.
Principal est une entreprise d’investissement immobilier américaine fondée en 2008

https://www.propertyfundsworld.com/2020/12/11/293469/tishman-speyer-european-core-fund-tsec-receives-five-star-gresb-rating
TSEC was set up with the strategic aim of providing institutional investors with income-oriented returns from office-led investments across the major European gateway cities including Frankfurt, Berlin and London. The Fund was ranked as the best performing office-led vehicle on a three-year basis to Q3 2020 in the MSCI Pan-European Property Funds Index (PEPFI), which includes both diversified and sector- specific funds. TSEC achieved a total return of 7.7 per cent p.a. during the three-year period ending Q3 2020, ranking it second out of 14 participating funds. This compares to the diversified funds’ average performance of 4.4 per cent over the same period. The TSEC portfolio was 96 per cent leased as of Q3 2020 with total assets of cEUR1.0 billion.
Il s’agit donc d’un fonds performant qui investit dans les bureaux de grandes villes européennes

Rothschild - le fonds ne donne pas beaucoup d’informations aux non-professionnels. Je glane cependant les infos suivantes : The Edmond de Rothschild Euro Industrial Real Estate Fund has a core+ risk profile and targets institutional investors. Currently the fund consists of 22 assets with a total value of approximately EUR 130 million.
The property in Amsterdam was acquired for the Edmond de Rothschild Euro Industrial Real Estate Fund. Marifoonweg 2 is an industrial complex of around 12,350 square metres of office and industrial space. The property was built around 1999 and is strategically located on Sloterdijk, near to the city’s ring road and the centre of Amsterdam. Tenants of the complex include TIMTEX Transport. Robbert Bakhuijsen, Head of Investments at Edmond de Rothschild REIM: « This acquisition is a strategic expansion of the fund in one of the fastest growing cities in the Netherlands. This fits with our ambition to focus on light-industrial and last-mile logistic assets in urbanised areas with excellent accessibility. »
The Edmond de Rothschild Euro Industrial Real Estate Fund (EIREF) has purchased an urban logistics property in Marconistrasse 4-8 in Cologne, in North Rhine-Westphalia. The property is located in an established industrial and logistics area, next to an Amazon distribution centre. The property provides 9,600 square meters of lettable area of which 9,000 square metre are storage and 600 square metre are office space. Standing on an 14,000 square metre site, it is fully let to a single tenant active in B2B wood trading.
C’est donc plutôt de la logistique en Europe

Je n’ai pas de statistiques sur leurs performances, car l’information est réservée aux institutionnels, mais ces fonds me semblent de qualité. J’espère que ça vous éclaire un peu.