Protected assets
Choose a protected building and build a wealth strategy around its restoration.
The JL HOME selection
Listed historic monument
Selection based on information from the developer. The scheme's conditions and the applicable price should be checked for your project.
One example property available per development. Open a listing to see the unit shown and its price conditions.
Residence image · non-contractualPrice subject to access conditions, to be checked with your adviser.
PTZ possibly available for this property: main residence, subject to income conditions, first-time buyer status and bank approval.
Delivery date to be confirmed
Image of the forthcoming residencePrice subject to access conditions, to be checked with your adviser.
PTZ possibly available for this property: main residence, subject to income conditions, first-time buyer status and bank approval.
Expected delivery Q4 2028
Residence image · non-contractualPrice subject to access conditions, to be checked with your adviser.
PTZ possibly available for this property: main residence, subject to income conditions, first-time buyer status and bank approval.
Expected delivery Q4 2026
Residence image · non-contractualPrice subject to access conditions, to be checked with your adviser.
PTZ possibly available for this property: main residence, subject to income conditions, first-time buyer status and bank approval.
Expected delivery Q4 2028
Residence image · non-contractualPrice subject to access conditions, to be checked with your adviser.
PTZ possibly available for this property: main residence, subject to income conditions, first-time buyer status and bank approval.
Expected delivery Q3 2027
Residence image · non-contractualPrice subject to access conditions, to be checked with your adviser.
PTZ possibly available for this property: main residence, subject to income conditions, first-time buyer status and bank approval.
Expected delivery Q4 2028
How it works
Le régime des monuments historiques et immeubles assimilés concerne des biens protégés. Selon l’occupation du bien, les recettes perçues et la nature des dépenses, certaines charges peuvent être déduites des revenus fonciers ou du revenu global. Le calcul se fait au cas par cas.
Build your project
Vérifiez le classement, l’inscription ou le statut assimilé de l’immeuble et l’étendue exacte de la protection. Un simple caractère ancien ne suffit pas.
Faites préciser les autorisations nécessaires, la nature des dépenses, les aides reçues et la part qui reste effectivement à votre charge.
Le traitement fiscal varie notamment selon que le bien produit des recettes ou est occupé par son propriétaire. Un engagement de conservation de quinze ans fait partie des conditions du régime dérogatoire, sous réserve des exceptions prévues.
La déduction n’est ni automatique ni identique pour tous les travaux. Une étude patrimoniale, fiscale et juridique du bien est nécessaire avant de retenir une économie d’impôt dans votre plan.
Worked example · illustrative assumptions
Hypothetical example: after reviewing the property, 50 000 € of charges are treated as deductible from overall income. With a constant marginal tax rate (TMI) of 41%, the order of magnitude is a saving of 20 500 € in income tax (IR), provided taxable income is sufficient. The progressive scale may reduce this amount if the deduction moves you into a lower band.
Replace this example with my figures →Your conversation with JL HOME
The simulator provides an initial baseline. To move forward, we review your objective, your budget and the type of transaction you are considering. Your project documents then help refine the assumptions and the points requiring validation.
Holding period, income needs, financing capacity and taxation: explain what you expect from the investment.
Location, price, any works, lease and management: review the property documents before choosing a scenario.
Refine the budget and have the tax, accounting and legal aspects confirmed with the relevant professionals.
Frequently asked questions
Useful answers to help you place Monument historique in your project.
Non. Le régime vise les immeubles classés, inscrits ou assimilés dans les conditions prévues par les textes.
Non. La nature des dépenses, les subventions, l’usage de l’immeuble et les recettes éventuelles déterminent le traitement fiscal applicable.
Malraux provides a tax reduction on certain restoration expenses, subject to ceilings and conditions. The historic monuments regime relies on the treatment of charges according to the protection, use and income of the property. These mechanisms cannot be compared with a simple single rate.
Because the deductible share depends on factors including status, permits, income, occupancy and subsidies. The calculator works out a share already validated; it does not make works eligible.
Compare the options
Official sources consulted for this edition of 8 October 2026
Share your goal with JL HOME to explore a selection suited to your situation.
