Histoire & Patrimoine

What Histoire & Patrimoine does

Histoire & Patrimoine is a French real estate developer founded in 1994 and headquartered in Paris, operating as a wholly-owned subsidiary of Altarea Group (Euronext Paris: ALTA). The company specializes in the acquisition, renovation, and rehabilitation of historic and heritage properties — including classified Historic Monuments, religious buildings, industrial sites, hospitals, and châteaux — across seven French regions (Île-de-France, Hauts-de-France, Normandie, Grand Est, Centre-Val de Loire, Occitanie, Nouvelle-Aquitaine). Its core offering packages heritage real estate into four French tax-optimization products: Monument Historique (100% deduction on renovation costs), Malraux (30% tax reduction in protected sectors), Denormandie, and Déficit Foncier.

The business operates a vertically integrated value chain covering property sourcing, conception, delegated project management with local craftsmen and specialized heritage firms (plasterers, conservators, archaeologists, landscape architects), commercialization to individual investors, and ongoing rental property management. The technology is fundamentally craft-based — traditional restoration techniques paired with modern comfort standards — augmented by a digital surface including a property search platform with tax simulation tools, a customer portal (Espace Client), a partner portal (Altarea Partenaires), and a loyalty program (Uniques Le Club). The company guarantees delivery cost, duration, and minimum DPE class D.

Histoire & Patrimoine sells renovated heritage units one-time to individual property investors (entry-level from €163,500; mid-range €250K–€350K; premium €400K+) and recurs on rental management fees. Go-to-market is sales-led through expert advisors who accompany clients from property selection through financing, notary signing, and tax declarations, supplemented by a partner channel via Altarea Partenaires and inbound marketing through content, social media, and press relations. Cumulative client investment through the platform stands at €1.5 billion, with over 1,100 units revitalized in the Hauts-de-France region alone. Raphaël Rolinet was appointed Director General in January 2026 with a mandate to expand into broader old-property real estate beyond the pure Monument Historique niche.

Name

Histoire & Patrimoine

Legal name

Histoire & Patrimoine

Website

https://www.histoire-patrimoine.fr

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

101–250 employees

Short description

Histoire & Patrimoine is a real estate development company that offers renovation and rehabilitation services.

Ownership category

akta.pro rank

Product category

Heritage Real Estate Development

NAICS

Commercial and Institutional Building Construction (236220)

SIC

Real Estate Dealers (For Their Own Account) (6532), Services-To Dwellings & Other Buildings (7340)

akta.pro primary industry

Historic Home Renovation & Preservation (HSAPAEAG)

akta.pro secondary industries

Renovation, Remodeling & Tenant Improvements (General Contracting) (IMAFAAAE), Luxury Whole-Home Renovation (High-End Finishes & Custom Build) (HSAPAEAI)

Keywords

• Heritage real estate
• Tax-incentive investment
• Property renovation
• Urban rehabilitation
• Historic monuments

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Supply Chain, Marketing or Sales, Others

Revenue model

1. Property Development and Sale: The company conceives, develops, commercializes, and manages heritage rehabilitation projects. Clients invest in renovated historic properties to benefit from tax advantages under French fiscal devices (Monument Historique, Malraux, Denormandie, Déficit Foncier). Properties are sold to investors who then rent them out.
2. Property Management Services: Rental management services offered to property owners, ensuring serene rental management for investors.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Histoire & Patrimoine conceives, develops, commercializes, and manages the renovation and rehabilitation of classified and protected French heritage properties — religious, industrial, administrative, military, hospital, and residential — selling the renovated units to individual investors under French tax-incentive programs (Monument Historique, Malraux, Denormandie, Déficit Foncier). It delivers end-to-end services spanning property research, financing assistance, full renovation management with cost and duration guarantees, and optional rental management.

Product overview

Histoire & Patrimoine is a real estate investment company specializing in the renovation and rehabilitation of historic French properties. The company operates a multi-product platform offering tax-efficient investment programs including Monument Historique (100% tax deduction on works), Malraux (30% tax deduction), Denormandie, and Déficit Foncier. The company provides end-to-end services including property search, personalized follow-up, complete work management with guarantees, and rental management. Client-facing digital services include a customer portal (Espace Client) and partner portal (Accès Partenaire), along with a loyalty program (Uniques Le Club). The company is a subsidiary of Altarea Group, France's leading urban transformation developer.

Differentiator

Problem solved

Functional benefit

Products and services

• Monument Historique Program Tax-efficient real estate investment program under which investors buy units in classified historic monuments and receive a 100% tax deduction on eligible renovation works, combining heritage preservation with significant income-tax relief.
• Malraux Program Tax-incentive investment program for properties located in protected architectural restoration sectors, granting investors a 30% tax reduction on the total cost of qualifying renovation works.
• Denormandie Program Tax-incentive program supporting real estate investment in areas targeted for urban renovation, pairing property acquisition with deductible renovation expenditure under the Denormandie device.
• Déficit Foncier Program Investment program under which property owners deduct the cost of qualifying renovation works from their global taxable income, subject to an annual cap of €10,700.
• Uniques Le Club (Loyalty Program) Exclusive client loyalty program offering existing Histoire & Patrimoine investors benefits and privileged access to new investment programs.

Quantifiable outcome

• €1.5 billion invested by clients to preserve French architectural heritage
• +2 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered minor and core.

• DevianneminorOthersDevianne provided patronage (mécénat) for the restoration of the statue of Marguerite de Flandre at the Domaine Marguerite de Flandre in Seclin, helping restore the statue to its original whiteness.
• OramacoreStrategic or Co-development PartnerOrama is the first real estate program evaluation platform dedicated to sustainable real estate. They evaluate and recommend responsible real estate programs through their unique Immobilier Score Impact rating system, assessing economic, environmental, and societal impacts. Histoire & Patrimoine has partnered with Orama to score their programs.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Market position

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/histoire_patrim?lang=fr
• YouTubeyoutube.com/channel/UC1O9vO7CngeLH7oV71hd8qA
• LinkedInlinkedin.com/company/histoire-&-patrimoine
• Facebookfacebook.com/histoirepatrimoineimmobilier

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Histoire & Patrimoine