FRANCE VALLEY

What Our Investors Say

FRANCE VALLEY's investors come from a wide range of backgrounds — private individuals, family offices, professional wealth managers and institutional allocators. We are proud that many have been with us across multiple fund cycles and have chosen to increase their exposure to natural asset strategies over time. The perspectives below reflect the diversity of investors who trust us with their long-term capital.

I invested in one of FRANCE VALLEY's forest funds nearly eight years ago, initially as a modest diversification away from my equity portfolio. The annual reports are among the clearest and most detailed I receive from any of my fund managers — they cover not just financial returns but the actual condition and management of the forest parcels, which I find genuinely reassuring. The team has always been available when I have had questions, and the tax treatment of the investment has proved as beneficial as explained at the outset. I have since allocated to their agricultural land strategy as well.

— Marguerite Hoffmann

★★★★★

As a financial adviser managing portfolios for several high-net-worth families, I have placed a meaningful proportion of long-term allocations into FRANCE VALLEY vehicles over the past five years. The risk-return profile of their forest and vineyard funds genuinely complements listed market exposure, and the correlation benefit has been evident during periods of equity volatility. My clients appreciate the tangible, understandable nature of the underlying assets — owning productive French land feels different from holding fund units linked to opaque financial instruments. The reporting and investor relations team are responsive and professional.

— Pierre-Emmanuel Roux

★★★★★

Our family office first engaged FRANCE VALLEY for a dedicated agricultural land mandate. The structuring process was thorough and the team took time to understand our specific sustainability criteria and reporting requirements before proposing a solution. Eighteen months into the mandate, the income distributions have been consistent with projections and the environmental indicators are tracking ahead of the targets set at inception. We value the fact that FRANCE VALLEY treats sustainability reporting with the same rigour they apply to financial reporting.

— Lukas Steinmann

★★★★★

I was introduced to FRANCE VALLEY through a recommendation from a colleague who had invested in their vineyard fund. The onboarding process was clear and the documentation explained the risks — including illiquidity and the sensitivity of vineyard values to appellation reputation — in a way that I found honest rather than evasive. I have held my position for four years and the income distributions have been stable. What I appreciate most is that when the team communicates with me, they write as though they respect my ability to understand the actual substance of what is happening with the assets.

— Nathalie Dubreuil

★★★★☆

We allocate to FRANCE VALLEY's SCPI and usufruct strategies as part of a broader real estate sleeve within our institutional portfolio. The structured approach to usufruct rights in particular offers an income profile and capital efficiency that suits our specific liability-matching requirements. Reporting is provided at the frequency and level of detail we requested at the outset of the mandate, and the relationship management is handled by a senior team member who understands the institutional context of our allocation. We would recommend FRANCE VALLEY to other institutions looking for a rigorous alternative real estate partner.

— Édouard Marchetti

★★★★★