[Pat Jac]

Thank you both for your answers, it's nice of you to answer me so quickly!

 Have a nice weekend.

[Pat Jac]

Good evening,

you are absolutely right, French taxation is a real problem. That said, the purchase of Swiss securities meets a diversification objective on the one hand and on the other hand I have hope: the UBS that just interviewed my wife has just informed her that for cross-border workers, the 35 percent levy would soon no longer be practical and that in return, the gross would be fully taxable in France.

I would like to point out that I was not present at the interview and that I am awaiting confirmation.

This does not call into question the predominance of US values (expensive...) in the portfolio. And as said above, I am currently thinking about it. Our TMI in France will increase to 41 %...

 

 

 

 

 

 

[Pat Jac]

Good morning,

What do you think about the opportunity to currently enter the following three Swiss real estate companies: CS REF INTERSWISS of Credit Suisse, PSP and Swiss Prime Site?

I am surprised by the drop in PSP's share price in recent months, but as there is no distribution of dividends but reimbursement of the purchase price, I do not have a very good grasp of the company's valuation: is it a purely technical drop or is it linked to economic considerations such as overheating of Swiss real estate, bursting of a bubble, etc.?

I would like some opinions before going into these three values…

THANKS

[Pat Jac]

I have around ten French real estate companies, housed in an SCI IS in France.

It is a good alternative to direct real estate, but like any investment you need to know about it. I share the opinion on the above criteria.

My favorites: Argan, Frey, Selectirente. But except for Frey which has not risen much, the others are quite expensive today.

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