Sofidy

What Sofidy does

Sofidy is a French retail real estate asset manager operating as a commercial brand of Tikehau Investment Management, itself a subsidiary of the publicly-listed Tikehau Capital group (Euronext Paris: TKO). Founded in 1987 and headquartered in Paris with operational offices in Évry Courcouronnes, Sofidy manages €14.3 billion in real estate assets under management through a suite of SCPI (Société Civile de Placement Immobilier), OPCI (Organisme de Placement Collectif Immobilier), and FIA fund vehicles. Its core products include flagship diversified SCPIs such as Immorente (€340 minimum subscription, 9.33% TRI over 35 years), Sofidynamic (9.04% distribution rate in 2025), Sofipierre, Efimmo 1, Sofiboutique, and Sofidy Europe Invest, alongside OPCI vehicles (SoLiving, Sofidy Pierre Europe), the MeilleurImmo FIA distributed through insurance vie wrappers, and FCPR/FCPE products for employee savings schemes. The platform serves 70,000+ individual investors and distributes €314M+ in annual dividends.

The underlying technology consists of a digital subscription infrastructure enabling 100% online SCPI/OPCI subscription in under 10 minutes without paperwork, complemented by free interactive investment simulators for retirement, income, wealth building, and savings projections. Sofidy operates under AMF (Autorité des Marchés Financiers) authorization as a portfolio management company, with the parent Tikehau Capital group providing €53B AUM scale across 17 countries. Distribution occurs through four channels: direct digital self-serve (product-led), wealth management advisor partnerships (Conseillers en Gestion de Patrimoine), insurance vie unit accounts via Meilleur Taux Placement, and employee savings schemes via Eres and Finama.

Revenue is generated through recurring management fees on AUM and one-time subscription/entry fees on new investor capital, with management fees deducted from fund returns before distribution. The business model is asset-gathering and retention-driven, with sustained 38-year operating history, 88+ press distinctions, and a 4.5/5 customer satisfaction rating across 164 verified reviews supporting brand-led growth. A planned Q1 2026 merger with Tikehau Investment Management will consolidate the group's real estate operations into a single diversified platform.

Name

Sofidy

Legal name

Tikehau Investment Management

Website

https://sofidy.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

101–250 employees

Short description

Sofidy is a French retail real estate asset manager (founded 1987, brand of Tikehau Investment Management) that distributes SCPI, OPCI, and FIA products to 70,000+ individual investors via digital self-serve, wealth advisors, insurance vie wrappers, and employee savings schemes, managing €14.3 billion in real estate AUM.

Ownership category

akta.pro rank

Product category

Real Estate Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Vehicles (525990)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Real Estate Fundraising Placement (REPE/REIT/Property Funds) (FSAEALAD)

akta.pro secondary industry

Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)

Keywords

• Real estate investment funds
• SCPI asset management
• OPCI portfolio management
• Retail real estate savings
• Diversified property funds

Headquarters

HQ city

Évry

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Management Fees from SCPI/OPCI Funds: Sofidy generates revenue through management fees charged on assets under management across its SCPI and OPCI products. These are typically annual fees calculated as a percentage of invested capital, deducted from fund returns before distribution to investors.
2. Subscription/Entry Fees: One-time fees charged to investors when subscribing to SCPI or OPCI products. These fees cover distribution and processing costs.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Sofidy manages and distributes SCPI (Sociétés Civiles de Placement Immobilier) and OPCI (Organisme de Placement Collectif Immobilier) real estate collective investment vehicles for individual retail investors, alongside dedicated FIA funds (MeilleurImmo) distributed through insurance vie contracts and FCPR/FCPE products for employee savings schemes. The firm handles delegated real estate management across diversified, thematic, and high-yield property portfolios spanning commercial, retail, office, residential, and logistics assets in France and Europe. Investors access products through a fully digital self-service subscription platform (subscription in under 10 minutes), free online simulators, wealth management advisor partnerships, and insurance wrapper distribution.

Differentiator

Problem solved

Functional benefit

Brands

• Immorente: SCPI diversifiée - La Référence des SCPI with €9.33 TRI since origin over 35 years
• Sofidynamic
• Sofipierre
• Efimmo 1
• Sofiboutique
• Sofiprime
• SoLiving
• Sofidy Pierre Europe
• Sofidy Convictions Immobilières
• Sofidy Europe Invest
• MeilleurImmo
• Eres Sofidy Immobilier
• Finama Sofidy Immobilier

Products and services

• Immorente SCPI Diversified reference SCPI for retail investors seeking broad real estate exposure; 49,000+ investors, 35-year track record.
• Sofidynamic SCPI High-yield European SCPI for investors targeting higher distribution returns; 2025 distribution rate 9.04%.
• Sofipierre SCPI Commercial real estate SCPI for investors seeking dedicated exposure to commercial properties.
• Efimmo 1 SCPI Office real estate SCPI focused on office properties in France and Europe.
• Sofiboutique SCPI Retail premises SCPI focused on proximity retail and commercial real estate.
• Sofiprime SCPI SCPI focused on high-end Parisian residential real estate.
• Sofidy Europe Invest SCPI European commercial real estate SCPI covering offices, retail, hospitality, logistics, and healthcare; ISR labeled.
• SoLiving OPCI Thematic OPCI focused on European residential real estate for retail investors.
• Sofidy Pierre Europe OPCI Diversified OPCI investing across France and Europe for retail investors.
• Sofidy Convictions Immobilières SC Unit-account vehicle for real estate diversification within insurance products.
• MeilleurImmo FIA Flexible diversified real estate FIA fund accessible exclusively through insurance vie unit accounts; weekly valuation, adaptive allocation.
• Eres Sofidy Immobilier FCPR FCPR for employee savings schemes (épargne salariale), offering real estate exposure inside company retirement plans.
• Finama Sofidy Immobilier FCPE FCPE for employee savings schemes (épargne salariale), offering real estate exposure inside company retirement plans.
• SCPI Simulation Tools Free interactive investment simulators for SCPI prospective investors covering retirement planning, income supplementation, wealth building, and savings projections.
• Sofidy Gestion Privée (Private Management Service) Private management service for Sofidy clients providing personalized advisory support for SCPI/OPCI portfolios.

Quantifiable outcome

• €314 million+ in dividends distributed to investors in 2025
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Tikehau Investment ManagementcoreStrategic or Co-development Partner · 1 January 2026Tikehau Capital announced plans to merge Sofidy and Tikehau Investment Management subsidiaries by Q1 2026 to create an enhanced real estate platform. The merger aims to expand real estate investment solutions and strengthen market position in asset management.
• Meilleur Taux PlacementminorChannel Partner/ Reseller/ DistributorMeilleur Taux Placement is the exclusive distributor of MeilleurImmo FIA fund through insurance vie unit accounts. The fund is exclusively accessible as unit account within contracts distributed by this partner.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Primonial REIM (now Praemia REIM): One of France's largest SCPI and OPCI asset managers, directly competing with Sofidy in retail real estate investment products distributed through wealth advisors and online. Comparable AUM scale and product breadth.
• Perial Asset Management: French SCPI manager with multiple diversified, thematic, and European real estate funds. Directly competes with Sofidy across SCPIs like PFO, PF Hospitalité, and European offerings, with similar wealth advisor distribution model.
• Corum (Corum Asset Management): SCPI specialist managing Corum Origin, Corum XL, and Corum Eurion. Competes head-to-head with Sofidy for French retail real estate investors with similar diversified pan-European strategies and direct distribution approach.
• La Française Real Estate Managers: Major French SCPI and OPCI manager within La Française Group, offering comparable retail real estate products distributed via advisors and digital channels. Overlapping product lineup with Sofidy.
• AEW Capital Management: Global real estate investment manager with significant French SCPI presence. Competes with Sofidy in both retail SCPI products and institutional real estate mandates across Europe.
• Paref Gestion: French SCPI manager (Paref group) operating SCPI like Interpierre and Atlantique Pierre, distributed via wealth advisors. Direct competitor to Sofidy in retail French real estate investment with similar SCPI focus.

Broad incumbents

• Amundi Real Estate: Real estate arm of Europe's largest asset manager Amundi, offering SCPIs and OPCI alongside a much broader asset management platform. Competes with Sofidy in retail real estate but with greater scale and product diversification.
• BNP Paribas Real Estate Investment Management: Real estate investment arm of BNP Paribas group, offering SCPI and institutional real estate funds. Competes with Sofidy for French retail and institutional capital as part of a much wider financial services franchise.
• Swiss Life Asset Managers (Real Estate France): Real estate investment management arm of Swiss Life Group, offering French SCPIs alongside European institutional mandates. Comparable product offering with backing from a major European insurance group.

Emerging players

• Consultim Asset Management: French SCPI manager specializing in niche retail and commercial real estate themes. Competes with Sofidy's thematic SCPIs (e.g., Sofiboutique) in specific retail and commercial segments with smaller AUM but focused offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/sofidy
• YouTubeyoutube.com/sofidy-am
• LinkedInlinkedin.com/company/groupe-sofidy

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sofidy