Ofi Invest Patrimoine Immobilier

What Ofi Invest Patrimoine Immobilier does

Ofi Invest Patrimoine Immobilier is a French real estate investment fund created on September 1, 2013, focused on Paris and the Île-de-France region, with net assets of approximately €469.17M as of May 2026 across 16 directly and indirectly held properties. It is one of five regulated vehicles managed by Ofi Invest Real Estate, the real estate asset management division of Ofi Invest Group — France's 4th largest asset management group with €206.9B total AUM as of June 2025 — which in turn operates as one of four brands within Aéma Groupe, France's 4th largest mutual insurance group (alongside Macif, Abeille Assurances, and AÉSIO mutuelle). The fund family also includes Ofi Invest Immo Sélection (Société Civile à Capital Variable, €374.68M AUM, 13 assets), Ofi Invest ISR Experimmo (SPPICAV, €247.05M AUM, 6 assets, ISR-labeled), Ofi Invest ESG Immobilier (OPPCI, €113.98M AUM, 7 office assets, ISR-labeled), and Ofi Invest ESG InnovaCare (OPPCI, €40.29M AUM, 10 healthcare/residential assets, ISR-labeled).

Ofi Invest Real Estate operates a fully integrated value chain spanning fund and mandate management (SPPICAV, SCPI, OPPCI, and civil real estate mandates under loi Hoguet), investment sourcing and execution (via a network of promoters, brokers, and banks), asset and property management, and development/redevelopment. The firm holds AMF portfolio management authorization (GP-17000003, since February 2017) and operates under SFDR (EU 2019/2088) compliance. Its technology stack includes the third-party Deepki platform for energy and carbon performance tracking, CRREM-aligned tools for Paris Agreement scenario analysis, and a proprietary multi-indicator ESG rating grid applied to all AUM and new acquisitions covering energy performance, water management, resource and waste management, occupant health and comfort, supply chain, and stakeholder relations. Property and technical management of French assets is predominantly internalized.

The business model rests on recurring management fees charged on €10.7B of gross AUM (as of June 2025) distributed across 7 European countries, supplemented by fees from civil real estate mandates and direct asset/property management services for professional clients. Revenue streams are split across three customer segments: institutional investors (regulated funds), individual investors (via life insurance unit-linked contracts / unités de compte managed within insurance partner products), and professional mandate clients (bespoke loi Hoguet mandates covering acquisition through property management). Distribution is B2B-dominant, executed through direct institutional sales, a wealth management professional network, life insurance partner channels, and a business introducer network — with no direct consumer marketing. The company's ESG positioning is a central commercial differentiator, supported by three ISR-labeled funds, published SFDR PAI disclosures (0% fossil fuel exposure, documented energy intensity), and memberships in OID, ESREI, IEIF, and ASPIM.

Name

Ofi Invest Patrimoine Immobilier

Legal name

Ofi Invest Real Estate S.A.

Website

https://ofi-invest-re.com

Company type

Private

Founded year

2017

Operating status

Operating

Short description

Ofi Invest Patrimoine Immobilier is a Paris and Île-de-France-focused real estate fund managed by Ofi Invest Real Estate, the real estate division of France's 4th largest asset manager within Aéma Groupe. It serves institutional, professional, and individual investors via regulated fund and mandate structures.

Ownership category

akta.pro rank

Product category

Real Estate Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259), Miscellaneous Financial Investment Activities (523999)

SIC

Real Estate Agents & Managers (For Others) (6531), Real Estate Investment Trusts (6798)

akta.pro primary industry

Real Assets — Operating Platforms & Direct Investments (FSAAAKAL)

akta.pro secondary industry

Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI)

Keywords

• Real estate asset management
• Real estate fund management
• Property management
• Real estate investment
• Civil real estate mandates

Headquarters

HQ city

Issy-les-moulineaux

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Fund Management Fees: Ofi Invest Real Estate manages real estate funds (SPPICAV, SCPI, OPPCI) and charges management fees to investors. The company manages funds for retail investors through life insurance contracts (unités de compte) and for institutional investors through regulated funds.
2. Civil Real Estate Mandate Fees: The company manages civil real estate mandates (mandats civils immobiliers - loi Hoguet) for professional clients, charging fees for partial or complete management of underlying real estate assets.
3. Asset and Property Management Services: Direct management of real estate assets including optimization of asset lifecycle, commercial space leasing, tenant relations, technical and rental management, all generating service fees from professional mandate clients.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Ofi Invest Patrimoine Immobilier is a real estate fund investing primarily in Paris and the Paris region (Île-de-France), created on September 1, 2013, with net assets of €469.17M as of May 2026 across 16 real estate assets. It is one of five regulated real estate funds managed by Ofi Invest Real Estate, which also delivers the full real estate value chain: fund and mandate management (SPPICAV, SCPI, OPPCI, and Hoguet law civil real estate mandates), investment sourcing and acquisition, asset management, property management, and development/redevelopment services for institutional investors, wealth management professionals, and individual clients.

Product overview

Ofi Invest Patrimoine Immobilier operates as part of Ofi Invest Real Estate, a real estate asset management division of Ofi Invest (4th largest French asset management group, part of Aéma Groupe). The entity offers a suite of five regulated real estate funds spanning different asset classes, geographies, and investor profiles: Ofi Invest ISR Experimmo (diversified, ISR-labeled, Western Europe), Ofi Invest Immo Sélection (generalist, Société Civile à Capital Variable), Ofi Invest Patrimoine Immobilier (Paris/Île-de-France focused), Ofi Invest ESG Immobilier (office-focused, ISR-labeled OPPCI), and Ofi Invest ESG InnovaCare (managed residential and healthcare, ISR-labeled OPPCI). In addition to its fund range, Ofi Invest Real Estate provides bespoke solutions through civil real estate mandates (mandats civils immobiliers, governed by the Hoguet law) for professional clients, encompassing market analysis, investment strategy, asset management, property management, development, and ESG advisory services.

Differentiator

Problem solved

Functional benefit

Brands

• Ofi Invest ISR Experimmo: SPPICAV fund with ISR label, focused on Western Europe real estate, created November 4, 2019, with net assets of €247.05M as of July 2026.
• Ofi Invest Immo Sélection
• Ofi Invest Patrimoine Immobilier
• Ofi Invest ESG Immobilier
• Ofi Invest ESG InnovaCare

Products and services

• Ofi Invest Patrimoine Immobilier Real estate fund investing primarily in Paris and the Paris region (Île-de-France), offering individual and institutional investors access to a diversified portfolio of French real estate assets. Created September 1, 2013, with net assets of €469.17M as of May 2026, holding 16 real estate assets.
• Ofi Invest ISR Experimmo SPPICAV fund with ISR label, investing across Western Europe in real estate assets, financial holdings, and liquidities. Created November 2019. Net assets of €247.05M as of July 2026, holding 6 real estate assets.
• Ofi Invest Immo Sélection Société Civile à Capital Variable fund investing primarily in real estate assets (95% minimum). Created July 27, 2015. Net assets of €374.68M as of May 2026, holding 13 real estate assets. Risk profile SRI 4/7.
• Ofi Invest ESG Immobilier OPPCI fund primarily invested in office real estate, with ISR label. Created June 30, 2017, investing in Paris, inner suburbs, and French regional cities. Net assets of €113.98M as of June 2026, holding 7 assets.
• Ofi Invest ESG InnovaCare OPPCI fund with ISR label, primarily invested in managed residential and healthcare real estate. Created December 22, 2021, investing in Paris, Île-de-France, and French regional cities. Net assets of €40.29M as of June 2026, holding 10 assets.
• Civil real estate mandates (mandats civils immobiliers - loi Hoguet) Bespoke real estate mandate service under the French Hoguet law, providing partial or complete management of real estate assets for professional clients including wealth managers and family offices. Covers market analysis, investment strategy, asset management, property management, development, and ESG advisory services across the full real estate value chain.
• Asset Management and Property Management services Direct real estate asset management and property management services for institutional and professional clients, including optimization of asset lifecycle (business plans, market context), leasing and renewals, tenant relations, sales and arbitrages, and development/redevelopment opportunities. Property and technical management of French real estate assets is predominantly internalized.

Quantifiable outcome

• 78% of assets with EPC rating ≤ C (energy inefficient) as of 2025, with active campaign to improve energy performance
• +3 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered minor and core.

• Oxenwood Real EstateminorStrategic or Co-development Partner · 25 November 2024Oxenwood Real Estate sold 'Central One', a Core logistics asset near Düsseldorf (Neuss), to Ofi Invest Real Estate for one of its mandates. Built in 2022, the 12,000 m² asset has DGNB Gold certification and is fully leased to a leading food retailer.
• Aéma Groupe (Parent Group)coreOthersOfi Invest Real Estate is the real estate division of Ofi Invest Group, which is one of the four brands of Aéma Groupe alongside Macif, Abeille Assurances, and AÉSIO mutuelle. Aéma Groupe is the 4th largest mutual insurance group in France, protecting over 12 million people.
• OID (Observatoire de l'Immobilier Durable)coreStrategic or Co-development PartnerOfi Invest Real Estate is a member and administrator of the OID (Observatoire de l'Immobilier Durable), a French sustainable real estate observatory that promotes ESG practices in the property sector.
• ESREI (European Sustainable Real Estate Initiative)coreStrategic or Co-development PartnerMember of the European Sustainable Real Estate Initiative (ESREI), a European body promoting sustainable real estate practices and ESG integration.
• IEIF (Institut de l'Épargne Immobilière et Foncière)coreStrategic or Co-development PartnerMember of IEIF, the French Institute for Real Estate and Property Savings, which conducts research and promotes expertise in real estate investment.
• ASPIM (Association Française des Sociétés de Placement immobilier)coreStrategic or Co-development PartnerMember of ASPIM, the French Association of Real Estate Investment Companies, actively participating in industry initiatives and sustainable finance policy development.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Primonial REIM (now Praemia REIM): Leading French real estate asset manager managing SCPI, OPCI, and institutional mandates. Directly comparable to Ofi Invest Real Estate in product mix, French institutional and retail distribution via life insurance, and pan-European office/residential/healthcare focus.
• Perial Asset Management: French independent real estate manager running SCPI, OPPCI, and institutional mandates. Comparable to Ofi Invest Real Estate in French retail-via-life-insurance distribution, ESG-labeled SCPI products, and Paris-focused investment strategy.
• Internos Global Investors: European real estate fund manager focused on logistics, office, and mixed-use strategies across the UK, Germany, France, and the Netherlands. Comparable in mid-size institutional mandate focus and Pan-European deal sourcing.
• La Française Real Estate Managers: French real estate management arm of La Française Group, running SCPI, OPCI, and mandates for institutional and retail investors. Comparable to Ofi Invest Real Estate in regulated fund structures, ESG-labeled products, and Paris-centric investment strategy.

Broad incumbents

• Amundi Real Estate: Real estate division of Amundi, Europe's largest asset manager. Comparable in product range (SCPI, OPPCI, mandates) and pan-European footprint but materially larger in AUM and broader distribution capabilities.
• AEW Capital Management: Global real estate investment manager owned by Natixis Investment Managers. Comparable in core/core-plus European office and logistics strategies serving institutional clients across France, Germany, and the Netherlands.
• Swiss Life Asset Managers (Real Estate): Real estate arm of Swiss Life Group operating across France, Germany, Switzerland, and the Nordics. Comparable to Ofi Invest Real Estate as an insurance-group-owned manager with diversified European portfolios and ESG integration.
• BNP Paribas Real Estate Investment Management: Real estate investment business of BNP Paribas, recently enlarged by AXA IM integration. Overlapping mandates and Pan-European fund offerings make it a direct incumbent competitor, with materially larger scale and balance-sheet access.
• M&G Real Estate: Real estate arm of M&G Investments, part of Prudential plc, running open-ended and closed-ended Pan-European funds. Comparable in long-dated institutional mandates, ESG integration, and exposure to European offices and logistics.
• DWS Real Estate: Real estate division of DWS Group with European logistics, office, and residential strategies. Comparable to Ofi Invest Real Estate in cross-border deal sourcing and Pan-European mandate execution, and a known transaction counterparty.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/macifimo

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries2 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 Ofi Invest Patrimoine Immobilier