Real Estate Savings and Investment

The subsidiary provides a tailored solution for each stage of life for client members of Crédit Mutuel de Bretagne, Crédit Mutuel du Sud-Ouest, and Arkéa Banque Privée:

  • Homeownership
  • Family protection
  • Tax deductions
  • Retirement planning and wealth transmission

Our Expertise : Real Estate Investment Advisory

Reasons to trust Arkéa Immobilier Conseil :

  • 48 years of experience in selecting quality real estate programs
  • Free and non-binding wealth analysis
  • Regular monitoring of partner developers
  • In-depth knowledge of cities and program locations
  • Impartial selection of real estate programs from a trusted partner
  • Site visits before construction and upon delivery
  • Personalized advice based on solid studies
  • Professional and interactive tools for a successful client experience

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Our Expertise: Selection of Real Estate Programs

The program selection process follows a strict procedure to ensure the quality of the offered products.

We exercise great vigilance regarding environmental and societal issues during the selection of real estate programs.

Our analysis is based on three fundamental criteria to identify the "green value" of a property:

  • Features : quality of materials and services (insulation, comfort, recyclability, green spaces, shared spaces, etc.)
  • Location and walkability : proximity to shops, services, and public transportation
  • Orientation and surface area of units for energy efficiency

Our Business: Real Estate Investment Advisory

Arkéa Immobilier Conseil relies on the distribution networks of the Crédit Mutuel de Bretagne and Crédit Mutuel du Sud-Ouest Federations and Arkéa Banque Privée, leveraging experts who offer to:

  • Conduct a free and non-binding wealth and tax analysis
  • Research and analyze programs tailored to your situation and preferences
  • Meet with our partner developers and visit their programs to make the right real estate investment together
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These experts guide you toward the most suitable real estate acquisition for your needs and budgets. They provide their expertise and the range of programs referenced by Arkéa Immobilier Conseil to help you become a property owner and/or make a rental investment for tax advantages (Pinel, Pinel Overseas, LMNP, Malraux, Historical Monument, Deficit Foncier, Bare Ownership).

Key figures

  • 300
    labeled programs in the process of commercialization
  • 70
    regional and national partners
  • 1.3M€
    in Net Income in 2022
  • 631
    sales in 2022

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