Consultim Asset Management

What Consultim Asset Management does

Consultim Asset Management is a French AMF-regulated portfolio management company (société de gestion) founded in May 2020 and headquartered in Vertou (Nantes), operating as a subsidiary of Consultim Groupe, which was founded in 1995 by Benjamin NICAISE and is backed by private equity firm Blackfin Capital Partners. The company manages a single flagship product, the SCPI Optimale (Société Civile de Placement Immobilier), a diversified French real estate collective investment vehicle targeting small-cap proximity assets (under €10M, typically €1–5M per unit) across retail, logistics, regional offices, healthcare, and education. As of December 31, 2025, Optimale had a capitalization of €92M, a portfolio of 39 assets with 83 tenants, 1,578 investor associates, and a 95% financial occupancy rate. The fund has held the ISR (Investissement Socialement Responsable) label from AFNOR Certification since December 2022 and received the Prix de la Rédaction – TOP SCPI 2024 in the 'Espoir' category.

The SCPI Optimale is distributed through a dual-channel model: a network of independent wealth management advisors (CGPs) and a dematerialized self-serve subscription portal via MIPISE, with a dedicated partner onboarding portal (Hub Cérénicimo) for new distributors. The product supports multiple subscription modes — full ownership (from €1,500 minimum), scheduled savings (from €100/period), dividend reinvestment, and bare ownership/usufruct structures. The company generates revenue from a one-time subscription commission of 10% HT (12% TTC) on gross subscriptions, plus recurring management fees on the AUM base. Distribution rate reached 6% in 2023 (exceeding the 5.52% target), was re-evaluated to 6.5% for 2024, and the share price was revalued upward by +2% (from €250 to €255) in December 2025. Customer concentration risk is low — the 83 tenants are diversified across logistics (FedEx), retail (Aldi, Carrefour City, Biocoop, Lidl), construction services (SPIE Batignolles), telecommunications (Orange), and consumer brands (Guy Demarle). The investment strategy is exclusively French, deliberately avoiding institutional competition for trophy assets.

Name

Consultim Asset Management

Legal name

Consultim Asset Management

Website

https://consultim-am.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Consultim Asset Management is a French AMF-regulated asset manager (founded May 2020, subsidiary of Consultim Groupe) that manages the SCPI Optimale, a diversified real estate fund targeting small-cap French proximity assets, distributed via wealth management advisors and an online platform to individual investors.

Ownership category

akta.pro rank

Product category

Real Estate Asset Management (SCPI)

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Vehicles (525990), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Real Estate Advisory & Consulting (Strategy, Portfolio & Location) (FSAEAJAH)

Keywords

• SCPI real estate investment
• Asset management services
• Real estate portfolio management
• French property investment
• Wealth management solutions

Headquarters

HQ city

Vertou

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

Revenue model

1. Subscription commissions: Commission de souscription of 10% HT (12% TTC including VAT) on the subscription price of each part, imputed on the issuance premium.
2. Management fees: Ongoing management fees charged for portfolio management, property maintenance, tenant relations, and financial administration of the SCPI.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Consultim Asset Management is an AMF-regulated French asset management company that manages the SCPI (Société Civile de Placement Immobilier) Optimale, a diversified real estate collective investment scheme. The SCPI invests exclusively in French proximity assets (retail, logistics, offices, healthcare, education) at unit sizes of €1–5M, targeting small-cap properties under €10M to avoid institutional competition. Investors can subscribe via full ownership, bare ownership (nue-propriété), usufruct, programmed savings, or dividend reinvestment, with revenues generated through subscription commissions and recurring management fees.

Product overview

Consultim Asset Management operates as a portfolio management company offering a single core product: the SCPI (Société Civile de Placement Immobilier) named Optimale. Launched in 2020, Optimale is a diversified real estate investment fund targeting proximity assets exclusively in French metropolitan areas, with a focus on small-to-mid-cap assets (typically €1–5 million unit size). The offering is distributed directly online and through wealth management advisors, providing subscription in full ownership, bare ownership (nue-propriété), or usufruct structures, with monthly dividend distribution, programmed savings, and dividend reinvestment options.

Differentiator

Problem solved

Functional benefit

Brands

• Optimale: SCPI (Société Civile de Placement Immobilier) managed by Consultim Asset Management. A diversified SCPI targeting proximity assets in France including retail, offices, logistics, healthcare, and educational facilities.

Products and services

• SCPI Optimale A diversified SCPI (Société Civile de Placement Immobilier) managed by Consultim Asset Management, targeting proximity assets in French metropolitan areas including retail, logistics, offices, healthcare, and education. Targets assets below €10 million with a typical unit size of €1–5 million, aiming for resilient and sustainable rental income. Holds the ISR (Investissement Socialement Responsable) label.
• Full Ownership Subscription (Pleine Propriété) Direct subscription to SCPI Optimale shares in full ownership, with a minimum initial investment of €1,500 (6 shares at €250 each, revalued to €255 from Dec 31, 2025). Fully dematerialized and available online, providing monthly dividend distributions and full property rights.
• Bare Ownership Subscription (Nue-Propriété) Bare ownership subscription to SCPI Optimale shares for a defined period of 3 to 20 years, offering a discount on the share price, no income during the demembrement period, and full property recovery at the end of the term.
• Usufruct Subscription Temporary usufruct subscription to SCPI Optimale shares allowing the holder to collect all rental income during the demembrement period at a discounted purchase price, with full ownership reverting at the end of the term.
• Programmed Savings (Épargne Programmée) Regular investment option allowing investors to build real estate savings progressively with a minimum of €100 per scheduled payment. Frequencies available: monthly, quarterly, semi-annual, or annual. Activatable online via the MIPISE platform, subject to a minimum of 6 shares in full ownership.
• Dividend Reinvestment Monthly option allowing investors to reinvest all or part of their dividends to purchase additional SCPI Optimale shares or fractions of shares, enabling compounding of returns.

Quantifiable outcome

• Distribution rate of 6% achieved in 2023 (exceeding 5.52% target)
• +4 more outcomes

Named customers14 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

Partnerships

Four partnerships are on record, tiered minor.

• FINPLEminorStrategic or Co-development Partner · 1 February 2020Consultim took a majority stake in FINPLE in February 2020, a company specializing in crowdfunding for real estate projects.
• IPLUSminorStrategic or Co-development Partner · 1 November 2019Acquired from Foncia in November 2019, IPLUS specializes in property dememberment (nude ownership/usufruct splitting) services.
• La Française AMminorStrategic or Co-development Partner · 1 January 2017Partnership launched in 2017 for an OPCI grand public dedicated to managed real estate ('LF Cerenicimo +').
• Nicolas BouzouminorOthersEconomist and strategic advisor accompanying Consultim AM, providing macroeconomic analysis for investment strategy.

Scale indicators14 records

Recent moves14 records

Expansion highlights12 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/consultim-asset-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Consultim Asset Management