Investor

Investor guide

Individual or institutional investor: tevaxia equips you for DCF analysis, multi-asset portfolio tracking, acquisition vs energy retrofit arbitrage, and LU annex 190 tax export.

Typical path

From identified opportunity to post-acquisition tracking.

1
Analyse the opportunity
/dcf-multi for a rental: break options, step rents, CAPEX, IRR equity, LP/GP waterfall. /bilan-promoteur for a new build with ±10% tornado sensitivity on 8 variables.
2
Finance
/outils-bancaires: credit simulation with ECB/OAT/mortgage 8y rates, early repayment (LU max 6-month indemnity), 3-offer TCC comparator.
3
Track the portfolio
/portfolio: multi-asset with LTV, net yield, 12-month rolling cashflow, annex 190 tax export (interest, PNO, tax, management, depreciation). 180-day bin before permanent deletion (GDPR).

Recommended tools

Decision → financing → tracking pipeline.

Multi-tenant DCF

Break options, step rents, CAPEX, IRR equity, LP/GP waterfall.

/dcf-multi

Multi-asset portfolio

Value tracking, yield, LTV, 12-month cashflow, tax export.

/portfolio

Developer P&L

Tornado ±10% on 8 variables, phased tranches, execution tracking.

/bilan-promoteur

Banking tools

ECB/OAT/mortgage rates 8y, early repayment, 3-offer comparison.

/outils-bancaires

Capital gains tax

Art. 102bis LIR, €50k allowance, primary residence exempt.

/plus-values

Price forecast

12-48 months, 3 scenarios per commune (pessimistic/central/optimistic).

/marche/forecast

Frequently asked questions

Does DCF support complex multi-tenant leases?

Yes, /dcf-multi handles N leases per asset with distinct dates, CPI indexation, rent-free, step rents, tenant/landlord break options, reversion. Monthly lease-by-lease view year 1, cap rate × discount rate 5×5 sensitivity. CSV portfolio import + downloadable template.

How to integrate energy impact in my analysis?

/energy/portfolio aggregates your assets' EPCs, computes CRREM stranding risk (what share of portfolio will be 'stranded' by EPBD 2030/2033/2050 deadlines) and prioritises retrofits by ROI. Crosses with Klimabonus aids.

Can I share an analysis with my bank or firm?

/profil/liens-partages: generates a read-only public link (secure token, configurable expiry, optional max_views, rate-limited anonymous comments). Your counterpart views without account. View analytics + 30d sparkline owner-side.

What's LU capital gains tax policy for an investor?

/plus-values computes taxation per art. 99bis-101 LIR. Rate = half of global rate for > 2 years holding (art. 100 LIR), €50,000 allowance every 10 years (art. 102 LIR). Full exemption for primary residence (art. 100 para. 3). Reinvestment tax deferral art. 102 LIR. SCI/SARL share transfers (art. 100 LIR): 23% half-rate if ≥ 10% + > 6 months.

Go further

Indices & composites Energy portfolio

Equip your portfolio

Pro: 10,000 cloud items, advanced exports, multi-user org_type investor.

Chargement...

Typical path

From identified opportunity to post-acquisition tracking.

Analyse the opportunity

/dcf-multi for a rental: break options, step rents, CAPEX, IRR equity, LP/GP waterfall. /bilan-promoteur for a new build with ±10% tornado sensitivity on 8 variables.

Finance

/outils-bancaires: credit simulation with ECB/OAT/mortgage 8y rates, early repayment (LU max 6-month indemnity), 3-offer TCC comparator.

Track the portfolio

/portfolio: multi-asset with LTV, net yield, 12-month rolling cashflow, annex 190 tax export (interest, PNO, tax, management, depreciation). 180-day bin before permanent deletion (GDPR).

Frequently asked questions

Does DCF support complex multi-tenant leases?

How to integrate energy impact in my analysis?

Can I share an analysis with my bank or firm?

What's LU capital gains tax policy for an investor?