” The milestone of one million SCPI savers, via life insurance included, was reached at the end of last year! “, welcomed the founder of the platform MeilleurSCPI, Jonathan Dhiver, during a press briefing on May 24. The attraction for stone, even owned indirectly, is undeniable. It must be said that the yields are enough to make more than one life insurance manager pale: after a nice 4.45% on average in 2021, the year 2022 is off to a good start.
Logistics in pole position
” Performance is maintained at 4.22% in the first trimester “, notes Armand Franas, head of studies and research. According to their estimates, the 2022 payout rate will be at least identical to that of last year, and certainly higher, thanks to the disposals of assets which generally take place at the end of the year and which promise good real estate capital gains, given the evolution of stone prices.
In detail, vehicles specialized in logistics (warehouses and business premises) still have the best distribution rate with 5.41% on average over the first quarter, followed closely by diversified vehicles (4.99%)… and hoteliers who are recovering after two complicated years (4.43%). ” The financial occupancy rate* is 100% on tourism and leisure SCPIs, which is excellent news and proves that the dark period of covid is over. “, underlines Jonathan Dhiver.
The record inflows of this first quarter (2.6 billion euros) mainly benefited offices, which therefore remain preponderant in the choice of savers (48.2% of net inflows). Diversified continues to gain momentum (21.8%), as does logistics (6%). The health and education sectors still capture 18% of the collection, but this is less than in 2021… because of the Orpéa affair.
*The financial occupancy rate (TOF) measures the level of rents collected.