In Belgium
A property portfolio (patrimoine immobilier) encompasses all real estate owned by an individual or entity: primary residence, investment properties, second homes, land, garages, and commercial premises.
In Belgium, each property in the portfolio has separate tax implications:
- Primary residence: exempt from personal income tax
- Other properties: cadastral income declared in the tax return
- All properties: subject to property tax
How it works
Valuation. Portfolio value is the sum of all properties’ market values. Net portfolio value deducts outstanding mortgage balances.
Diversification. A well-built portfolio diversifies across: property types (apartments, houses, studios), locations (different cities, Regions), and tenant profiles (families, students, professionals).
Practical example
Marie’s property portfolio: primary residence (350,000 EUR), 2 rental apartments in Brussels (240,000 + 195,000 EUR), 1 studio in Leuven (155,000 EUR). Gross portfolio value: 940,000 EUR. Outstanding mortgages: 380,000 EUR. Net portfolio value: 560,000 EUR.