Malraux’s investment

The Malraux investment represents an attractive tax reduction opportunity for investors aiming to renovate properties located in safeguarded sectors or remarkable heritage sites. Named after André Malraux, former Minister of Culture, this scheme aims to encourage the restoration of French architectural heritage while offering notable tax benefits to investors. Apex Capital provides an overview of the Malraux investment, highlighting its benefits, eligibility criteria, and integration into a patrimonial strategy.

 

Benefits of Malraux Investment

•Significant Tax Reduction: Investors can enjoy a tax reduction of up to 30% of the renovation costs, capped at €400,000 over 4 years.

•Property Valuation: Located in areas of great historical and cultural value, properties renovated under the Malraux scheme can experience significant appreciation.

•Heritage Conservation Contribution: By renovating historic buildings, investors play an active role in preserving French architectural heritage.

 

Eligibility Conditions

•Strategic Location: The property must be located in a Remarkable Heritage Site with an approved PSMV (Protection and Enhancement Plan), a degraded ancient district, or a safeguarded sector.

•Regulated Works: The works, declared of public utility, must aim for the complete restoration of the building under the supervision of ABF (Architects of the Buildings of France).

•Rental Commitment: The renovated property must be rented unfurnished as a primary residence for a minimum of 9 years.

 

Tax Optimization Strategies

•Precise Work Management: Careful planning and execution of the works are essential to maximize the tax reduction and adhere to deadlines and budgets.

•Meticulous Property Selection: Prioritizing a property with high potential for appreciation and located in an area with high rental demand increases long-term returns on investment.

 

Limitations and Risks

•Unexpected Costs: Renovations of historic buildings can lead to unforeseen expenses and delays.

•Administrative Complexity: Obtaining ABF approval and complying with specific standards can complicate the investment process.

•Property Liquidity: Selling properties in protected areas can be challenging due to their unique character.

 

Why Choose Apex Capital?

 

•Specialized Expertise: With in-depth knowledge of tax reduction schemes, especially Malraux, Apex Capital guides you towards qualified projects.

•Comprehensive Support: From project selection to renovation management, Apex Capital ensures complete support to secure your investment.

•Tailored Patrimonial Strategy: Your Malraux investment is integrated into a global strategy, aligning your financial objectives with the best investment opportunities.

 

To conclude

Malraux investment stands out for its tax reduction potential, property valuation, and cultural impact. Despite its complexity, the expert guidance of Apex Capital can transform this investment into a key element of your portfolio, combining financial returns and patrimonial commitment.

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