Real Estate · 02
Asset Management
Active management of leases, tenants, capex and value creation across the portfolio.
Monthly & quarterly
Reporting
Independent, RICS standards
Valuation
> 95%
Occupancy target
Articles L.145-1 et seq. Code de commerce
Lease framework
Overview
About Asset Management.
Asset management drives value after acquisition: lease renegotiation, tenant mix optimisation, capital expenditure planning and operating-cost control.
Performance is monitored through monthly reporting and annual independent valuations by RICS-certified experts.
- Lease management under commercial lease law (bail commercial)
- Tenant relations and rent collection
- Capex planning and budget control
- Independent annual valuation
Financial Overview
Activity and allocation.
Assets under management (€m)
Real Estate allocation (%)
- Residential 42%
- Office 28%
- Mixed-use 15%
- Hospitality 10%
- Other 5%
Year-on-year growth (€m)
Indicative figures for illustration purposes. Past performance is not indicative of future results.
Legal & Regulatory Framework
Governed by clear rules.
Code civil & Code de la construction
Acquisitions are executed by notarial deed (acte authentique) and comply with French civil and construction law.
Loi Hoguet & AMF framework
Intermediation and collective investment activities are carried out within the applicable French regulatory perimeter.
Décret Tertiaire & EU Taxonomy
Energy-consumption reduction obligations for commercial buildings and alignment with EU sustainable finance rules.
AML / CFT — Code monétaire et financier
Full know-your-customer and anti-money-laundering checks on every counterparty, per articles L.561-1 et seq.
Risk Management
Risks identified and controlled.
| Risk | Mitigation |
|---|---|
| Market risk | Mitigated through prime locations and conservative entry valuations. |
| Leverage risk | Loan-to-value capped and hedged against interest-rate movements. |
| Tenant risk | Diversified tenant base and rigorous credit review. |
| Regulatory risk | Continuous monitoring of planning, tax and energy regulation. |
Legal Notice
This page is provided for information purposes only and does not constitute an offer, solicitation or recommendation to buy or sell any financial instrument or to enter into any transaction. Any engagement is subject to contractual documentation, satisfactory completion of KYC / AML procedures in accordance with articles L.561-1 et seq. of the French Code monétaire et financier, and the approval of the relevant banking institutions. Holding JMB SARL — RCS Paris 528 403 074.