Tax optimization with Bare-ownership

Investment in bare ownership reveals itself as a top-notch patrimonial and fiscal strategy for savvy investors. This form of real estate investment, which separates the bare ownership from the usufruct, offers an interesting avenue for those looking to invest in real estate while benefiting from significant tax reliefs. Apex Capital guides you through this scheme, highlighting its advantages, fiscal implications, and the best strategies to optimize your investment.

Key Advantages

•Tax Relief: The unique structure of bare ownership investment allows for exemption from the IFI (French wealth tax) and property tax, attributing the tax burden to the usufructuary during the period of dismemberment.

•Potential for Appreciation: By recovering full ownership at the end of the dismemberment period, often without additional costs, the investor can achieve significant capital gains on an appreciated real estate asset.

Investment Strategies

•Market Analysis: The expertise of Apex Capital in identifying properties located in high-potential areas ensures a prudent investment capable of generating optimal long-term returns.

•Alignment with Patrimonial Objectives: The duration of dismemberment should be aligned with your financial goals and patrimonial planning horizon, allowing for harmonious integration into your overall investment strategy.

Challenges and Solutions

•Liquidity Management: While bare ownership can present liquidity challenges, strategic planning and rigorous project selection can mitigate this risk.

•Fiscal and Patrimonial Optimization: Apex Capital devises tailored strategies to integrate bare ownership investment into a globally efficient tax structure, maximizing benefits while respecting the investor’s long-term objectives.

Why Apex Capital?

•Dedicated Support: From project selection to investment structuring, Apex Capital offers personalized support, ensuring perfect alignment with your patrimonial aspirations.

•Strategic Vision: We integrate your investment into a broader patrimonial perspective, considering tax efficiency, succession planning, and risk management.

To conclude

Investment in bare ownership opens remarkable patrimonial and fiscal optimization prospects for the savvy investor. By partnering with Apex Capital, you benefit from expert advice and a personalized investment strategy, allowing you to fully exploit this complex yet highly advantageous scheme.

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