Description
In partnership with Drive Innovation Insights Real estate is an essential investment medium in building wealth. To make a successful real estate investment, many parameters must be mastered: economic, legal and tax as well as the method of ownership directly or through a company. The objective of this training is to give you all the keys to making a successful investment in real estate.
Who is this training for ?
For whom ?Asset management advisor, individual or professional relationship manager or any other person wishing to master the characteristics of a real estate investment.
Prerequisites
Training objectives
Training program
- Before the face-to-face
- A self-diagnosis to determine your priorities.
- Identify the different types of investment Real estate for residential use: bare rental and furnished rental. Real estate for professional use: bare rental and equipped rental or with a revenue clause. Apply taxation
- Taxation of property income: taxable income; deductible expenses; management of deficits.
- Taxation of furnished rental income: taxable income and deductible expenses; use of deficits.
- VAT and possible options.
- Tax incentives for real estate investment: the Duflot, Pinel and Malraux operations, the LMP, serviced residences and Censi-Bouvard schemes; .
- The rules for subjection and valuation of real estate to the IFI.
- Choose the method of holding your investment
- Direct ownership and joint ownership.
- Ownership by a civil or capital company.
- Specific SCPI and OPCI structures.
- Summary of the advantages and disadvantages of each holding method.
- The choice of financing: loan or self-financing.
- Anticipate the tax consequences of a transfer Taxation of individual capital gains.
- The systems applicable to furnished rentals.
- The choice between transfer of a building and transfer of shares in an SCI.
- After face-to-face, implementation in a work situation
- Advice every week to follow your project.
