What are the requirements for a Private Banking entity (bank, investment firm) to market a fund managed by Extendam?

The Investment Services Provider (PSI) status is mandatory. As a PSI, the entity must be authorized by the ACPR (Prudential Supervision and Resolution Authority) and supervised by the AMF (Financial Markets Authority). The distribution of our investment solutions is formalized through a PSI Distribution Agreement signed between the institution and Extendam, which strictly frames the marketing and compliance process.

How does Extendam collaborate with Private Banking players?

Extendam collaborates with private banking institutions by providing clear, tailored solutions that meet the specific expectations of their clients. This collaboration helps structure balanced wealth allocations and provides access to institutional-grade unlisted investment opportunities (Private Equity).

How is the performance of a hospitality real estate investment evaluated?

Performance can be assessed by examining key industry-specific indicators: Occupancy Rate: The percentage of rooms occupied over a given period. RevPAR (Revenue Per Available Room): Average revenue per available room, the primary indicator of operational profitability. Cap Rate: The capitalization rate used to estimate the underlying property’s value. A thorough analysis of market trends and tourism cycles is also essential. Please note that past hospitality sector performance is not indicative of future results for the assets or the managed Fund.

How can active management improve hospitality investment returns?

Active management (Value-Add) optimizes operational profitability, improves the guest experience, and maximizes revenue. It includes marketing strategies, rigorous cost control, and renovation/repositioning programs (CapEx) to maintain the establishment’s competitiveness and increase its terminal value upon disposal.

Why should private banking professionals choose Extendam?

Extendam offers private clients an additional asset class to enrich their wealth management strategies. Thanks to its expertise in economy and midscale business hospitality across Europe, Extendam enables structured wealth diversification that is decorrelated from traditional financial and residential real estate markets.

What are Extendam's hotel asset selection criteria?

Extendam selects hotel assets using a multi-criteria approach: Strategic Geographical Distribution: Focus on high-potential European zones. Diversity of Hotel Formats: Ranging from business to urban leisure. Operator Partnerships: Collaboration with renowned and high-value hotel operators. This approach aims to maximize value creation potential while actively managing risks.

What are the risks associated with funds managed by Extendam in a private banking context?

Extendam’s funds involve a risk of capital loss, illiquidity (units are locked for the duration of the fund), and a lack of sector diversification (concentration in hospitality). It is crucial for investors to understand these risks before committing capital. A full and detailed list of risks is provided in the Fund Rules of each specific vehicle.

Hospitality Investment for Private Banking

Empower your private clients with a complementary asset class designed to enhance and diversify their wealth management strategies.

A Tangible Asset Class for Strategic Wealth Allocation

As a leading player in hospitality asset management, Extendam provides private banking professionals with specialized, high-level expertise. Our offering features a range of hotel investment funds targeting a high-growth sector: midscale and upscale hospitality across Europe.

This targeted investment strategy delivers sophisticated portfolio diversification, uncorrelated with traditional financial markets, through direct exposure to tangible real estate assets.

While our solutions are optimized for private banking professionals, we also adapt our strategies to meet the specific requirements of institutional investors and wealth management advisors.

Leveraging deep market insights and extensive experience in the European hotel sector, Extendam deploys a rigorous active management style. Our funds build diversified portfolios based on a multi-criteria approach:

Strategic European Reach: Optimized geographical distribution across key markets.
Prime Selection: Meticulous location targeting in high-barrier urban areas.
Format Diversity: A balanced mix of hotel types and sizes.
Tier-1 Partnerships: Collaborations with leading operators and a mix of internationally recognized brands.

This optimal diversification, coupled with Extendam’s sector-specific expertise, aims to maximize value creation potential.

Our funds are designed for private investors seeking to:

Structure a Differentiated Allocation: Moving beyond conventional asset classes.
Access Private Markets: Gaining exposure to unlisted hospitality equity.
Sector-Specific Diversification: Integrating tangible assets into their global wealth strategy.
In collaboration with private banking players, Extendam provides clear and tailored solutions to meet the specific expectations of your high-net-worth clients.

Our funds involve a risk of capital loss, illiquidity, and a lack of sector diversification.

Distribution Partner Profile: Private Banking (PSI)

Partnership Criteria	Legal Framework & Key Obligations
Distributor Profile	Investment Services Provider (PSI). These are institutional entities (Banks, Investment Firms, Management Companies) providing Private Banking services.
Regulatory Registration	As a PSI, the partner must be authorized by the ACPR (Prudential Supervision and Resolution Authority) and is subject to AMF (French Financial Markets Authority) oversight.
Professional Oversight	Distribution is formalized via a PSI Distribution Agreement, certifying the entity’s authority to market Extendam’s investment products.

Everything you need to know about Hospitality Investment for Private Banking

What are the requirements for a Private Banking entity (bank, investment firm) to market a fund managed by Extendam?

The Investment Services Provider (PSI) status is mandatory. As a PSI, the entity must be authorized by the ACPR (Prudential Supervision and Resolution Authority) and supervised by the AMF (Financial Markets Authority).

The distribution of our investment solutions is formalized through a PSI Distribution Agreement signed between the institution and Extendam, which strictly frames the marketing and compliance process.
How does Extendam collaborate with Private Banking players?

Extendam collaborates with private banking institutions by providing clear, tailored solutions that meet the specific expectations of their clients. This collaboration helps structure balanced wealth allocations and provides access to institutional-grade unlisted investment opportunities (Private Equity).
How is the performance of a hospitality real estate investment evaluated?
Performance can be assessed by examining key industry-specific indicators:
- Occupancy Rate: The percentage of rooms occupied over a given period.
- RevPAR (Revenue Per Available Room): Average revenue per available room, the primary indicator of operational profitability.
- Cap Rate: The capitalization rate used to estimate the underlying property’s value. A thorough analysis of market trends and tourism cycles is also essential. Please note that past hospitality sector performance is not indicative of future results for the assets or the managed Fund.
How can active management improve hospitality investment returns?

Active management (Value-Add) optimizes operational profitability, improves the guest experience, and maximizes revenue. It includes marketing strategies, rigorous cost control, and renovation/repositioning programs (CapEx) to maintain the establishment’s competitiveness and increase its terminal value upon disposal.
Why should private banking professionals choose Extendam?

Extendam offers private clients an additional asset class to enrich their wealth management strategies. Thanks to its expertise in economy and midscale business hospitality across Europe, Extendam enables structured wealth diversification that is decorrelated from traditional financial and residential real estate markets.
What are Extendam's hotel asset selection criteria?
Extendam selects hotel assets using a multi-criteria approach:
- Strategic Geographical Distribution: Focus on high-potential European zones.
- Diversity of Hotel Formats: Ranging from business to urban leisure.
- Operator Partnerships: Collaboration with renowned and high-value hotel operators. This approach aims to maximize value creation potential while actively managing risks.
What are the risks associated with funds managed by Extendam in a private banking context?

Extendam’s funds involve a risk of capital loss, illiquidity (units are locked for the duration of the fund), and a lack of sector diversification (concentration in hospitality). It is crucial for investors to understand these risks before committing capital. A full and detailed list of risks is provided in the Fund Rules of each specific vehicle.