Investments
Primary market
Private Markets: Private Equity, Private Debt and Private Real Estate
Today, more and more investors are turning to private markets to grow their wealth in a more diversified and stable way.
Here are three pillars of these alternative investments:
⸰ P rivate Equity (Capital-investissement)
Private equity is a form of investment in unlisted companies. Private equity investors buy stakes in private companies, often with the aim of developing, restructuring or turning them around before selling them at a profit.
Benefits :
- High returns: when a company succeeds, the potential gains can be far greater than those of conventional investments.
- Diversification: these assets often evolve independently of stock markets.
- Strategic involvement: investors sometimes directly influence company management.
- Rare opportunities: access to investments usually reserved for a more restricted circle.
- Alignment of interests: managers often invest alongside you.
⸰ Private Debt
This involves lending money directly to companies, outside the traditional banking circuit. In return, the investor receives regular interest payments.
Benefits :
- Stable income: periodic interest payments.
- Alternative to bonds: often more profitable.
- Less exposure to the stock market: performance depends on repayment, not the markets.
⸰ Private Real Estate
Invest in residential, commercial or logistics properties, either directly or via specialized structures.
Benefits :
- Tangible assets: the asset is real and visible.
- Regular rental income
- Long-term valuation
- Good protection against inflation
Examples of solutions:
Expertly managed Capital-Yield portfolio, combining mainly private debt, mortgages, dividend-paying Preferred Equity, real estate equities and loans secured by tangible assets, generating a projected distribution of between 8 and 10% per annum over a period of 3 to 5 years.
Capital Growth managed portfolio, managed by experts, mainly composed of “Private Equity Direct”, “Private Equity Secondaries” which are existing participations in “Private Equity”, “Preferred Equity” and Private Real Estate funds to offer a projected return of 13 to 17% per annum over a period of 5 to 7 years while controlling risks.
