Wally Invest

What Wally Invest does

Wally Invest is a French private real estate investment firm founded in 2023 by Maxime Parpex (President) and Nathan Zappelli (Director General), headquartered in Neuilly-sur-Seine with a Paris office. The company structures small-cap real estate club deals in the €2-10M per-asset range across three verticals: hotel, para-hotel, and marchand de biens (property trading). Operations span France (Paris, Bordeaux, Rouen, Pithiviers) and Morocco (Marrakech). Each deal is issued as a bond instrument (obligation) under the AMF OPTF regime, held in a dedicated SPV/PropCo, providing fiscal advantages including IFI exemption and flat-tax treatment. As of mid-2026, the company reports €20M+ invested across 13 club deals in 12 months, 7,500+ private investors, and 300 CGP (wealth management advisor) partners, with a 2025 track record of 9.8% average IRR and 7.1% average annual distribution.

The firm's product surface is the wally.co digital platform, hosted on AWS and Vercel, which exposes two interfaces: an Espace Partenaire for CGP advisors (deal discovery, client tracking, regulatory document automation) and an Espace Investisseur for end-clients (onboarding, KYC via Lemonway, subscription management, portfolio tracking). A proprietary six-phase club-deal methodology — off-market sourcing (with a stated selection rate below 5%), financial structuring, subscription, acquisition and operational management, revenue distribution, and exit — governs the deal lifecycle. The technology layer is functional rather than differentiated: it automates document delivery and partner workflows but does not incorporate AI/ML capabilities, proprietary models, or disclosed data flywheels.

Wally Invest earns revenue from management fees and performance/structuring fees on each club deal, with the firm co-investing alongside clients to align interests. Distribution is hybrid but CGP-led: 300 advisors organized under regional partnership managers (Nord, Sud-Ouest, Sud-Est) drive deal subscription, supplemented by a direct-to-investor funnel through wally.co. Operational partnerships with Lemonway (payments/KYC), BNP Paribas (referenced banking), and hotel operators underpin execution. The company is privately held with a team of 11-50 employees including founders, three regional partnership managers, a CTO, a Lead Developer, and a Head of Marketing/Communications.

Name

Wally Invest

Legal name

Wally Invest

Website

https://wally-im.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

11–50 employees

Short description

Wally Invest is a French private real estate firm founded in 2023 that structures small-cap (€2-10M) hotel, para-hotel, and property trading club deals as AMF OPTF bond instruments, distributed through 300 wealth advisors to 7,500+ private investors across France and Morocco.

Ownership category

akta.pro rank

Product category

Alternative Real Estate Investment Management

NAICS

Other Financial Investment Activities (5239), Other Investment Pools and Funds (5259), Portfolio Management and Investment Advice (523940)

SIC

Investors, Nec (6799), Real Estate Dealers (For Their Own Account) (6532), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Hospitality (Hotels & Resorts) Asset Management (BPAJAMAE)

Keywords

• Small-cap real estate
• Club deal investment
• Hotel asset management
• Wealth management distribution
• Structured bond offerings

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Club Deal Management & Performance Fees: Wally Invest earns management and performance fees from structuring and managing each club deal. Investors subscribe to bonds issued by dedicated SPVs; Wally Invest organizes the deal, manages the asset, and distributes coupon payments. The company co-invests alongside clients, aligning interests. Fee structure is embedded in the business plan of each operation and detailed in the regulatory documentation (Document d'Information Synthétique).
2. Capital Raised from Investors: Wally Invest raises private capital from investors (minimum €10,000 per subscription) through bond issuances structured per deal. Funds are sequestered via Lemonway/BNP Paribas until total subscription targets are met. Capital is deployed into hotel, para-hotel, and property trading (marchand de biens) assets.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Wally Invest sources, structures, and manages small-cap (€2–10M) hotel, para-hotel, and property-trading real estate assets as private club deals, each issued as bond obligations under the AMF OPTF regime through dedicated SPVs (PropCo). The firm sources off-market assets (selecting fewer than 5% of opportunities), engineers the financial structure, and manages the operational asset lifecycle through professional hotel operators, distributing the offerings primarily through a network of 300+ French wealth management advisors (CGP) to private investors with a minimum subscription of €10,000 per club deal.

Product overview

Wally Invest operates a digital investment platform offering private real estate club deals in the small-cap segment (under 10M€). The platform provides three distinct product lines: Hôtellerie (hotel investments), Para-hôtellerie (aparthotel/suite investments), and Marchand de Biens (property trading). Access is facilitated through the partner portal (Espace Partenaire) for wealth management advisors and directly via the investor platform. All investments are structured as private bond offerings with regulatory documentation, KYC verification through Lemonway, and quarterly/annual distribution of exploitation revenues. The platform does not offer a public API for developer integration.

Differentiator

Problem solved

Functional benefit

Products and services

• Club Deals — Hôtellerie Real estate club deal investment offering targeting underperforming hotels in France and internationally, repositioned and operated as 4–5★ properties. Each deal is structured as bond obligations under the AMF OPTF regime through a dedicated SPV (PropCo), with Wally Invest sourcing off-market, engineering the financial structure, managing operational asset management via professional hotel operators, and distributing revenue through quarterly or annual coupon payments to investors (minimum €10,000 subscription).
• Club Deals — Para-Hôtellerie Real estate club deal investment offering targeting high-end hotel suites and aparthotels (para-hôtels) located in major French metropolitan areas. Each asset is acquired off-market and structured as bond obligations through a dedicated SPV, with full asset management and distribution of operating revenues to investors (minimum €10,000 subscription).
• Club Deals — Marchand de Biens Short-cycle property trading and valorization operations structured as club deals, focused on restructuring, renovation, and value creation on assets (typically single-owner buildings) with a shorter investment horizon than hotel or para-hotel positions. Each operation is structured as bond obligations under the AMF OPTF regime through a dedicated SPV.

Quantifiable outcome

• 9.8% average TRI achieved across portfolio in 2025
• +6 more outcomes

Named customers4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered core and infrastructure.

• LBH NotairescoreImplementation/ SI/ Consulting Partner · 13 July 2026LBH Notaires served as the notary (notaire de l'acquéreur) for the acquisition of two Paris hotel suites (45 rue Maubeuge, Paris 9ème and 41 rue Pétion, Paris 11ème) in a July 2026 club deal. Notarial services are required for all real estate acquisitions in France and represent a standard operating partnership.
• Étude Lasaygues (Notary Firm)coreImplementation/ SI/ Consulting PartnerÉtude Lasaygues (notaries Stéphanie Grognou and Maxime Léoni) acted as the acquirer's notary for the €6.7M acquisition of a para-hotel asset at 25 avenue Pierre 1er de Serbie, Paris 16ème. The notarial act formally transfers ownership and is a required step in all French real estate transactions.
• Minuit par Obsideo (Hotel Operator)coreStrategic or Co-development PartnerMinuit, operated by Obsideo, is the professional hotel operator (exploitant) selected by Wally Invest to manage the Paris Triangle d'Or para-hotel asset. Obsideo specializes in upscale urban hospitality and handles day-to-day guest services, revenue management, and operational excellence for the asset. The operator is a critical component of the asset management strategy.
• Amazon Web Services (AWS)infrastructureTechnology or IntegrationAWS (Amazon Web Services) in Ireland hosts the entire Wally Invest infrastructure as stated in the legal mentions. Vercel Inc. additionally hosts the public-facing website. This is standard cloud infrastructure hosting rather than a strategic technology partnership.

Scale indicators6 records

Recent moves10 records

Expansion highlights5 records

Direct peers

• Homunity: French real estate crowdfunding and club-deal platform offering property investment products to private investors via wealth advisors; directly overlaps with Wally Invest's target customer base and SPV-based deal structure.
• La Première Brique: French real estate crowdfunding platform offering property investment opportunities to private investors; comparable in digital subscription model and small/mid-cap asset focus.
• Koregraf: French real estate investment platform offering diversified property deals to private investors via a digital subscription process; comparable in alternative real estate offering and AMF-regulated structure.
• Anaxago: French alternative investment platform offering real estate and private equity deals to private investors; comparable in structure (SPV per deal), regulatory regime (AMF), and wealth-advisor distribution model.
• ClubFunding: French real estate club-deal platform providing access to off-market property investments to private investors; comparable in deal ticket size and small/mid-cap asset focus.
• Fundimmo: French real estate investment platform structuring SCPI and club deals for individual investors; directly comparable in alternative real estate product distribution through financial advisors.

Emerging players

• StoneHenge Gestion Privée: French private wealth management firm with a strong focus on hotel and tourism real estate investment; partial overlap with Wally Invest's hospitality concentration but with a broader (SCPI, OPCI, club deals) product mix.

Broad incumbents

• Keys REIM: French real estate investment manager managing SCPI, OPCI, and club deals across commercial real estate; comparable in hospitality-adjacent investment focus and in employing Sylvain Tournour prior to Wally.
• Primonial (Euramind): Large French wealth manager with broad real estate product offerings including SCPI, club deals, and unit-linked products; comparable in CGP distribution and AMF-regulated structures but at materially larger scale.
• Perial Asset Management: Major French real estate asset manager operating SCPI, OPCI, and private equity vehicles across commercial real estate; comparable in CGP channel distribution but with a broader and institutional product mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/wally-invest

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries1 record

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 Wally Invest