What are the requirements for a Financial Advisor (CGP) to distribute Extendam funds?

A Financial Advisor must hold the CIF status (Conseiller en Investissements Financiers), which is the regulated status for advising on financial products. The CIF is subject to two main obligations: Being registered with ORIAS. Being a member of a professional association authorized by the AMF (French Financial Markets Authority). These conditions ensure the level of competence and ethics required for the distribution of our hospitality investment products.

What are the benefits of investing in hospitality funds with Extendam?

Hospitality funds managed by Extendam offer a tangible and high-performing asset class, allowing for the diversification of wealth allocations. They are designed to address savings, taxation, and performance objectives while being decorrelated from traditional financial and real estate markets. As with any investment, they involve a certain level of risk that must be evaluated according to each client’s profile and expectations.

What are the risks associated with funds managed by Extendam?

Extendam’s funds involve a risk of capital loss, illiquidity, and a lack of sector diversification. It is crucial for investors to understand these risks before committing capital. A full list of risks is detailed in the Fund Rules of each specific vehicle.

Why choose hospitality private equity for portfolio diversification?

Hospitality private equity provides a tangible asset class that is less correlated with traditional stock and real estate markets. It allows investors to access the value-add potential of the hotel business (operational performance) combined with the underlying real estate value.

How does Extendam support capital gain rollover strategies (150-0 B ter)?

Extendam offers investment solutions that can support capital gain rollover strategies, specifically under Article 150-0 B ter of the French General Tax Code (CGI). These solutions allow for the optimized reinvestment of sale proceeds in exchange for the lock-up of fund units and a risk of capital loss.

Which types of investors can benefit from Extendam’s funds?

The funds managed by Extendam are intended for both individuals and legal entities seeking a strategic and high-performance allocation and who accept the associated risks. These funds are reserved for Sophisticated Investors.

How does Extendam ensure clear and regular information for Financial Advisors?

Extendam is committed to providing clear and regular information to Financial Advisors to support them in their advisory mission. This includes semi-annual newsletters, regulatory annual management reports, and regular updates on fund performance and strategy.

What are the selection criteria for hotel assets in Extendam’s funds?

Hotel assets are selected with rigor, focusing on their performance potential and their ability to meet the fund’s investment objectives. Key criteria include location (city centers, transport hubs), the potential for operational optimization, and the segment (primarily economy and midscale).

Hospitality Investment for Wealth Management

The hospitality sector offers a high-performance, tangible asset class designed to optimize strategic allocations and enhance portfolio diversification.

Tailored Hospitality Funds for Wealth Managers and Advisors

Extendam provides a specialized range of hospitality investment funds specifically engineered to address the objectives of wealth preservation, tax efficiency, and portfolio diversification.

This offering is tailored for Professional Investors (as defined by Directive 2014/65/EU and Article L.533-16 of the French Monetary and Financial Code), Sophisticated Investors (as defined by Article 423-49 of the AMF General Regulation), and international investors falling within equivalent regulatory categories under their respective jurisdictions.

While our solutions are optimized for wealth management professionals, our strategies are rigorously adapted to meet the sophisticated requirements of Institutional Investors and Private Banking professionals.

Distribution Partner Profile

Partnership Criteria	Legal Framework & Key Obligations
Distributor Profile	Wealth Management Advisor (CGP). For investment advisory services regarding our funds, advisors must hold the status of Financial Investment Advisor (CIF).
Regulatory Registration	The advisor must be registered with ORIAS (the unified register for insurance, banking, and finance intermediaries), confirming their official authorization to operate.
Professional Oversight	The advisor is legally required to be a member of a professional association approved by the AMF (French Financial Markets Authority), ensuring strict compliance with ethical and professional standards.

Exclusively reserved for accredited investor, Professional Private Equity Funds (FPCI) managed by Extendam provide powerful levers to:

Expand Investment Horizons: Gain direct exposure to hospitality-focused private equity.
Capital Gains Reinvestment: Support tax-efficient strategies through capital gains deferral mechanisms (notably the Article 150-0 B ter regime of the French General Tax Code).
Corporate Treasury Optimization: Maximize “long-term” cash management for holdings subject to Corporate Income Tax (IS).

Extendam is committed to providing clear, transparent, and regular reporting to support you in your advisory mission.

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

Everything you need to know about Wealth Management and Financial Advisors

What are the requirements for a Financial Advisor (CGP) to distribute Extendam funds?
A Financial Advisor must hold the CIF status (Conseiller en Investissements Financiers), which is the regulated status for advising on financial products. The CIF is subject to two main obligations:
- Being registered with ORIAS.
- Being a member of a professional association authorized by the AMF (French Financial Markets Authority).
These conditions ensure the level of competence and ethics required for the distribution of our hospitality investment products.
What are the benefits of investing in hospitality funds with Extendam?

Hospitality funds managed by Extendam offer a tangible and high-performing asset class, allowing for the diversification of wealth allocations. They are designed to address savings, taxation, and performance objectives while being decorrelated from traditional financial and real estate markets. As with any investment, they involve a certain level of risk that must be evaluated according to each client’s profile and expectations.
What are the risks associated with funds managed by Extendam?

Extendam’s funds involve a risk of capital loss, illiquidity, and a lack of sector diversification. It is crucial for investors to understand these risks before committing capital. A full list of risks is detailed in the Fund Rules of each specific vehicle.
Why choose hospitality private equity for portfolio diversification?

Hospitality private equity provides a tangible asset class that is less correlated with traditional stock and real estate markets.

It allows investors to access the value-add potential of the hotel business (operational performance) combined with the underlying real estate value.
How does Extendam support capital gain rollover strategies (150-0 B ter)?

Extendam offers investment solutions that can support capital gain rollover strategies, specifically under Article 150-0 B ter of the French General Tax Code (CGI).

These solutions allow for the optimized reinvestment of sale proceeds in exchange for the lock-up of fund units and a risk of capital loss.
Which types of investors can benefit from Extendam’s funds?

The funds managed by Extendam are intended for both individuals and legal entities seeking a strategic and high-performance allocation and who accept the associated risks. These funds are reserved for Sophisticated Investors.
How does Extendam ensure clear and regular information for Financial Advisors?

Extendam is committed to providing clear and regular information to Financial Advisors to support them in their advisory mission.

This includes semi-annual newsletters, regulatory annual management reports, and regular updates on fund performance and strategy.
What are the selection criteria for hotel assets in Extendam’s funds?

Hotel assets are selected with rigor, focusing on their performance potential and their ability to meet the fund’s investment objectives. Key criteria include location (city centers, transport hubs), the potential for operational optimization, and the segment (primarily economy and midscale).