Solutions
WHY CHOOSE HORIZON AM'S INVESTMENT SOLUTIONS?

DIVERSIFY YOUR ASSETS
With an entry fee of €10,000, our solutions are based on tangible assets that are uncorrelated with the financial markets and correspond to a wealth diversification strategy that allows you to achieve different objectives, such as financing a future project, preparing for retirement, receiving additional income or even investing surplus cash from your business.
TAKE ADVANTAGE OF TAX BREAKS

NATURAL PERSONS

  • The investment is not included in the IFI tax base
  • If the investment is held directly: flat-rate withholding tax of 30%.
  • Some solutions allow you to invest in a PEA or PEA-PME: exemption from the 12.8% tax rate / application of the 17.20% social security deduction.
  • Certain solutions make it possible to invest in a Luxembourg contract: taxation * of the contract

legal entities

  • Financial result (IS)
  • Some solutions allow you to benefit from the reuse of capital gains on disposals (150 OB ter)
BENEFIT FROM A PROTECTIVE STRATEGY

VALUE CREATION

"Value added"
Financing and restructuring of real estate assets

SELECTION OF HIGH VALUE-ADDED ASSETS

"STOCK PICKING"
Technical, legal and financial evaluation and selection of projects

BUYING AND SELLING

"BUY AND SELL"
Holding for short periods

TARGET MARKETS

"ÎLE-DE-FRANCE, PACA AND RHÔNE-ALPES"
Evaluation of high value-added projects in areas with favourable economic fundamentals

Investment solutions open to new money

Marketer: Horizon AM

GIVE YOUR INVESTMENTS A SOCIALLY RESPONSIBLE DIMENSION

Public : natural persons / legal entities

Objective : capitalisation

  • PEA
  • PEA-PME-ETI
  • EXONERATION IFI

Collection open until 31/12/2024

More information

A PRIVATE EQUITY STRATEGY DEDICATED TO RESIDENTIAL PROPERTY IN FRANCE

Public : natural persons / legal entities

Objective : capitalisation

  • PEA
  • PEA-PME-ETI
  • IFI EXONERATION

Collection open until 26/07/2024

More information

A SINGLE 3.5-YEAR SOLUTION FOR REUSING CAPITAL GAINS ON DISPOSALS (150-O B TER)

Public : professional investor clients - assimilated professionals

Objective : capitalisation

  • 150-O B TER
  • IFI EXONERATION

Partner access

Issuer advisor: Horizon AM - Solutions distributed by Tylia Invest

A BOND STRATEGY DEDICATED TO MULTI-USE PROPERTY

Public : natural persons / legal entities

Objective : distribution

  • PFU 30% or IR scale
  • IFI exemption
  • PEA-PME / ETI eligible
  • Financial result (IS)
  • Eligible for Luxembourg securities accounts and contracts

More information

FINANCE THE DEVELOPMENT OF A HOTEL AND RESIDENTIAL COMPLEX WITHIN
DEAUVILLE SAINT-GATIEN GOLF COURSE

Public : natural persons / legal entities

Objective : distribution

  • PFU 30% OR IR SCALE
  • IFI EXEMPTION
  • FINANCIAL RESULT (IS)
  • ELIGIBLE FOR LUXEMBOURG SECURITIES ACCOUNTS AND CONTRACTS
Partner access

FINANCE THE DEVELOPMENT OF A HOTEL AND RESIDENTIAL COMPLEX WITHIN
DEAUVILLE SAINT-GATIEN GOLF COURSE

Public : natural persons / legal entities

Objective : distribution

  • PFU 30% OR IR SCALE
  • IFI EXEMPTION
  • Financial result (IS)
  • Eligible for Luxembourg securities accounts and contracts
Partner access

Finance the construction of a multi-generational residence 5 minutes from Paris

Public : natural persons / legal entities

Objective : distribution

  • PFU 30% OR IR SCALE
  • IFI EXEMPTION
  • FINANCIAL RESULT (IS)
  • ELIGIBLE FOR LUXEMBOURG SECURITIES ACCOUNTS AND CONTRACTS
Partner access

Investment solutions closed to the public

A BOND STRATEGY DEDICATED TO RESIDENTIAL PROPERTY

Public : natural persons / legal entities

Objective : distribution

  • PFU 30% OR IR SCALE
  • IFI EXEMPTION
  • FINANCIAL RESULT (IS)
  • ELIGIBLE FOR LUXEMBOURG SECURITIES ACCOUNTS AND CONTRACTS

Partner access Closed for collection

FINANCE THE DEVELOPMENT OF A HOTEL AND RESIDENTIAL COMPLEX WITHIN
WITHIN DEAUVILLE SAINT-GATIEN GOLF COURSE

Public : natural persons / legal entities

Objective : distribution

  • PFU 30% OR IR SCALE
  • IFI EXEMPTION
  • FINANCIAL RESULT (IS)
  • ELIGIBLE FOR LUXEMBOURG SECURITIES ACCOUNTS AND CONTRACTS

Partner access Closed for collection

FINANCE THE DEVELOPMENT OF A HOTEL AND RESIDENTIAL COMPLEX WITHIN
WITHIN DEAUVILLE SAINT-GATIEN GOLF COURSE

Public : natural persons / legal entities

Objective : distribution

  • PFU 30% OR IR SCALE
  • IFI EXEMPTION
  • FINANCIAL RESULT (IS)
  • ELIGIBLE FOR LUXEMBOURG SECURITIES ACCOUNTS AND CONTRACTS

Partner access Closed for collection

A BOND STRATEGY DEDICATED TO RESIDENTIAL PROPERTY

Public : natural persons / legal entities

Objective : distribution

  • PFU 30% or IR scale
  • IFI exemption
  • PEA-PME / ETI eligible
  • Financial result (IS)
  • Eligible for Luxembourg securities accounts and contracts

Partner access CLOSED FOR COLLECTION

GIVE YOUR INVESTMENTS A SOCIALLY RESPONSIBLE DIMENSION

Public : natural persons / legal entities

Objective : capitalisation

  • PEA
  • PEA-PME-ETI
  • EXONERATION IFI

CLOSED 21/11/2023

Partner access Closed for collection

A BOND STRATEGY DEDICATED TO RESIDENTIAL PROPERTY

Public : natural persons / legal entities

Objective : distribution

  • PFU 30% or IR scale
  • IFI exemption
  • PEA-PME / ETI eligible
  • Financial result (IS)
  • Eligible for Luxembourg securities accounts and contracts

More information

A PRIVATE EQUITY STRATEGY DEDICATED TO RESIDENTIAL PROPERTY IN FRANCE

Public : natural persons / legal entities

Objective : capitalisation

  • PEA
  • PEA-PME-ETI
  • IFI EXEMPTION

CLOSED 25/07/2023

Partner access CLOSED FOR COLLECTION

FINANCE THE REVITALISATION OF THE 22-HECTARE VILLEVERT SITE IN LOUVECIENNES

Public : natural persons / legal entities

Objective : distribution

  • IFI EXEMPTION

Closed 31/12/2022

Partner access closed for collection

A STRATEGY DEDICATED TO FINANCING OF RESIDENTIAL PROPERTY IN FRANCE

Public : natural persons / legal entities

Objective : capitalisation

  • PEA PEA-PME
  • Mother-daughter plan
  • 150 o bter
  • IFI EXEMPTION
  • Flat Tax

Closed 07/06/2021

Partner access Closed for collection

A SOLUTION TO THE HOUSING SHORTAGE

Public : natural persons / legal entities

Objective : distribution and capitalisation

  • PEA and PEA-PME

Closed 26/01/2017

Partner access Closed for collection

MICRO-DEVELOPMENT, A SOLUTION TO THE HOUSING SHORTAGE

Public : natural persons / legal entities

Objective : distribution and capitalisation

Closed 16/11/2015

Partner access closed for collection

THE GERMAN PROPERTY MARKET A BOOMING SECTOR

Public : natural persons / legal entities

Objective : capitalisation

Closed 30/04/2019

Partner access Closed for collection

GIVE A SOCIAL DIMENSION TO YOUR INVESTMENTS

Public : natural persons

Objective : capitalisation

Closed 31/12/2019

Partner access Closed for collection

A SOLUTION TO THE HOUSING SHORTAGE

Public : natural persons / legal entities

Objective : capitalisation

  • Flat Tax
  • PEA and PEA-PME
  • MOTHER-DAUGHTER PLAN

Closed 27/12/2019

Partner access Closed for collection

THE GERMAN PROPERTY MARKET A BOOMING SECTOR

Public : natural persons / legal entities

Objective : capitalisation

  • Flat Tax
  • PEA and PEA-PME
  • Exempt from the IFI tax base
  • MOTHER-DAUGHTER PLAN

Closed 09/12/2019

Partner access Closed for collection

HORIZON AM
Commercial office : 15 rue Cortambert 75116 Paris
Head office : 21 rue Jacques Cartier 78960 Voisins-le-Bretonneux
Tèl : 01 73 00 59 20

Société de Gestion de Portefeuille agréée par l’AMF sous le N° : SG-16000018 en date du 24/06/2016

HORIZON AM
Sales office : 15 rue Cortambert 75116 Paris
Head office : 21 rue Jacques Cartier 78960 Voisins-le-Bretonneux
Phone : 01 73 00 59 20

Portfolio Management Company approved by the AMF under No. : SG-16000018 dated 24/06/2016