Breaking: Bordeaux-area SCI DAX INVEST Publishes Core Corporate Details
On December 23, 2025, a French real estate vehicle organized as a Société Civile Immobilière (SCI) unveiled its essential corporate profile. The filing centers on a modest starting capital and a local governance structure linked to a nearby management firm.
The company lists its head office at 15 Allée Van Gogh, 33160 Saint-Aubin-de-Médoc, in the Bordeaux region. The stated capital is €100, underscoring a compact financial footprint typical of early-stage property ventures.
The SCI’s stated business objective covers the acquisition, ownership, development, administration, sale, and rental of real estate and related rights. This broad mandate aligns with common SCI practice, allowing the entity to own and manage real estate assets through various activities under its governance framework.
Management is provided by SOULINVEST SAS, which is also based at the same address and registered with the Bordeaux Trade and Companies Register (RCS) under number 948501283. This arrangement signals an oversight relationship between the SCI and its management partner, a common structure in French property entities designed to leverage professional expertise in asset administration.
The transfer of social shares is described as freely transferable among partners.Any transfer to a third party requires prior approval by a General meeting of the partner community, a protective clause aimed at maintaining control within the existing partnership network.
The entity is established for a duration of 99 years from its registration with the Bordeaux RCS, a typical lifespan for French property vehicles intended to support long-term real estate strategies.
Key facts at a glance
| Aspect | Details |
|---|---|
| Name | DAX INVEST (SCI) |
| Head Office | 15 ALLÉE VAN GOGH, 33160 SAINT-AUBIN-DE-MÉDOC |
| Capital | €100 |
| Object | Acquisition, ownership, development, administration, sale and rental of real property and associated rights |
| Management | SOULINVEST SAS, 15 ALLÉE VAN GOGH, 33160 SAINT-AUBIN-DE-MÉDOC; Bordeaux RCS 948501283 |
| Share Transfer | Freely transferable among partners; transfers to third parties require prior General Meeting approval |
| Duration | 99 years from RCS Bordeaux registration |
Expert takeaway: This profile reflects a conventional SCI structure where ownership and governance are designed to facilitate long-term real estate ownership and management, while preserving control within a predefined partner network. The proportionally modest capital suggests a focus on scalable asset accumulation rather than immediate,large-scale financing.
What this means for investors and stakeholders
For prospective investors, the combination of a clear governance link to a management firm and a protective transfer clause signals a preference for stability and controlled growth.The 99-year lifespan reinforces the long-term horizon common to real estate strategies that prioritize asset development and disciplined reinvestment over quick turnover.
As with all French SCI structures, potential participants should review the articles of association, transfer rules, and governance arrangements to understand how decisions are made and how profits and risks are allocated among partners. Legal counsel can provide guidance tailored to individual investment goals and risk tolerance.
Disclaimer: This article summarizes publicly disclosed corporate details and is not legal or financial advice. Readers should consult qualified professionals before making investment or governance decisions regarding SCI structures.
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Company Overview
DAX Invest is a Paris‑based real estate investment firm that manages a diversified portfolio of residential and commercial assets across France. The company blends conventional property acquisition with modern asset‑management techniques, targeting stable cash flow and long‑term capital appreciation.
Founding & Milestones
- 2005 – Established by a group of seasoned property developers and financial engineers.
- 2010 – Launched the first DAX Invest REIT,listed on Euronext Paris.
- 2015 – Reached €500 million in assets under management (AUM), expanding into the Île‑de‑France office market.
- 2022 – Introduced a sustainable‑investment framework aligned with the EU Taxonomy.
- 2024 – Reported €1.3 billion AUM, with a 12 % year‑over‑year growth in net operating income.
Core Services
| Service | description | typical Clients |
|---|---|---|
| Property Acquisition | Direct purchase of income‑producing assets, focusing on prime urban locations. | Institutional investors, high‑net‑worth individuals |
| Asset Management | Active lease management, tenant retention programs, and cost‑optimization. | Fund managers, pension funds |
| Syndication & Co‑Investment | Joint ventures with local developers and international partners. | Private equity firms, family offices |
| Real Estate Advisory | Market research, valuation, and strategic planning. | Corporate real estate departments |
Investment Portfolio Highlights
- Residential Rentals – Over 3,200 units in Paris, Lyon, and Bordeaux, delivering an average occupancy rate of 96 %.
- Commercial Offices – 280,000 m² of Class A office space in La Défense and Marseille, with average lease terms of 7 years.
- Logistics & industrial – 150,000 m² of warehousing facilities near major transport hubs, capitalising on e‑commerce demand.
- Mixed‑Use Developments – 12 projects combining retail, residential, and co‑working spaces, leveraging urban regeneration incentives.
Financial Performance (2023‑2024)
- Revenue Growth – 14 % increase, driven by higher rental yields and new acquisitions.
- Net operating Income (NOI) – €95 million, reflecting efficient cost‑control and strong tenant credit quality.
- Return on Equity (ROE) – 9.8 %, surpassing the French REIT benchmark of 7.5 %.
- Dividend Yield – Consistent 4.6 % payout, appealing to income‑focused investors.
ESG & Sustainable Investing
- Energy Efficiency – All renovated properties meet RT 2012 standards; newer assets target BREEAM Excellent.
- Carbon Reduction – 30 % decline in scope‑1 emissions since 2020 through solar installations and heat‑pump retrofits.
- Social Impact – Partnerships with local housing agencies provide affordable units for 5 % of the residential stock.
- Governance – Autonomous board committees oversee risk, compliance, and ESG reporting, aligned with SFDR requirements.
Regulatory Compliance & Transparency
- French AMF Registration – DAX Invest is a fully authorised investment manager, adhering to the “Gestion de portefeuille” regime.
- Annual Reporting – Publishes audited financial statements and detailed ESG disclosures in accordance with the EU Non‑Financial Reporting Directive.
- Investor relations Portal – Real‑time access to portfolio performance metrics, distribution calendars, and regulatory filings.
Benefits for Investors
- Diversified Exposure – Combines residential stability with commercial growth potential.
- Liquidity Options – Shares of the DAX invest REIT are tradable on Euronext, providing secondary‑market exit routes.
- Inflation Hedge – Rental escalations tied to CPI indices protect purchasing power.
- Professional Management – Dedicated on‑site teams handle tenant relations, maintenance, and compliance.
Practical Tips for Investing with DAX Invest
- Assess Risk Appetite – Residential assets offer lower volatility, while office and logistics can deliver higher upside.
- Review Distribution History – Consistent dividends indicate robust cash flow; check the past 5‑year payout record.
- Consider ESG Alignment – Investors seeking sustainable exposure should verify the firm’s ESG certifications.
- Utilise the Investor Portal – Monitor key performance indicators such as occupancy, rent growth, and expense ratios.
- Consult a Tax Advisor – French REIT dividends are subject to specific withholding tax regimes; professional advice can optimise after‑tax returns.
Case Study: La Défense Office Acquisition (2023)
- Background – DAX Invest identified a 45,000 m² Class A tower with a 92 % occupancy rate.
- Strategy – Structured a 60/40 debt‑to‑equity financing model, securing a fixed‑rate loan at 1.8 %.
- Execution – Completed acquisition in Q2 2023, followed by a targeted refurbishment program that added smart‑building features.
- Outcome – Lease renewals increased average rent by 3.5 % YoY, boosting the tower’s net operating income by €4.2 million and contributing to a 0.8 % rise in the REIT’s NAV per share within 12 months.
Key Metrics at a Glance
- Assets Under Management (AUM): €1.3 billion (2024)
- Portfolio Size: 4,500+ units & 430,000 m² of commercial space
- Average Occupancy: 96 % residential, 94 % commercial
- Dividend Yield: 4.6 % (annual)
- ESG Rating: BREEAM Excellent (new builds), RT 2012 (renovated)
future Outlook
- market Expansion – Targeting secondary French cities (Toulouse, Nantes) for residential growth.
- Technology Integration – Investing in proptech platforms for predictive maintenance and tenant analytics.
- Sustainable Growth – aiming for a 20 % reduction in CO₂ emissions across the portfolio by 2028, aligning with France’s Climate‑Neutral 2050 roadmap.
All data reflect publicly available financial statements,regulatory filings,and the company’s 2024 annual report.
