Worth of 183 Heaps at TGAR11 Growth FII Reassesses, Up 16%; ifix rises

Colliers Technical Providers, an actual property consultancy, pointed to a 16.46% enhance within the honest worth of the FII TG Ativo Actual (TGAR11) portfolio, in accordance with the annual revaluation of the actual property fund’s belongings.

The variation was confirmed in a key truth launched by the portfolio, which invests within the improvement of actual property tasks in an effort to later generate earnings from house rental.

At the moment, TGAR11 has 183 properties in 20 Brazilian states and unfold over no less than 106 municipalities.

In accordance with the administration workforce, along with regional diversification, the portfolio is concentrated on sectors seen as extra defensive – which additionally carry out effectively in more durable instances.

“The allocation is concentrated on agriculturally correlated areas, that are extra resilient in instances of disaster, and on the residential section – with a concentrate on first houses – leading to a portfolio with decrease defaults,” reads the fund’s administration report.

“A big a part of the portfolio can be targeted on executing tasks (operational), which contributes to the well being of the portfolio,” the textual content concludes.


Firstly of the month, TGAR11 paid almost 90,000 buyers BRL1.30 per share, an quantity equal to a month-to-month return with dividends (dividend yield) of 1.06%. In 12 months, the share is 14.72%.

Additionally learn:

Ifix hoje

The Ifix – index of essentially the most traded actual property funds on the inventory trade – is in optimistic territory in as we speak’s Monday session (30). At 10:57 the indicator rose by 0.13% to 2,813 factors.

Largest Highs This Monday (30):

ticker Surname sector Variation (%)
BRCO11 Bresco logistics logistics 1.95
GARDEN 11 issue reality Title and Val. Mob. 1.2
HSML11 HSI MALL Procuring facilities 1:19
SALT11 Santander earnings Hybrid 1:11
NCHB11 NCH ​​Excessive Yield Title and Val. Mob. 0.85

Largest casualties this Monday (30):

ticker Surname sector Variation (%)
VSLH11 Versailles actual property claims Title and Val. Mob. -2.46
PATL11 Patria Logistica logistics -1.7
MORE11 Extra actual property FoF -1.28
WHAT11 Brazilian Cemetery and Euthanasia graveyards -1.17
thunder11 Tordesilla’s EGG improvement -1.16

Font: B3


RBVA11 sells property at loss in SP; new provide from MORC11

Discover out concerning the newest data from actual property funds in Materials Information:

RBVA11 sells a property in São Paulo with a lack of BRL 530,000

FII Rio Bravo Renda e Varejo signed a public deed for the sale of a 434 sq. meter plot on Estrada do Campo Limpo in São Paulo (SP). The deal is valued at R$825,000.

In accordance with an announcement to the market by the Fund, the worth of the transaction can be break up into 5 equal half-yearly installments, with the primary scheduled for this half-year.

The administration workforce advises that the disposal of the land at these values ​​represents a lack of BRL 530,000 relative to the quantity invested however displays the honest worth acknowledged within the property’s most up-to-date appraisal report.

The sale of the Estrada do Campo Limpo property was the Fund’s twelfth sale in recent times. The portfolio recollects that every one earlier transactions had been worthwhile and generated a complete capital achieve of R$34 million.

MORC11 goals to boost BRL 100 million in a brand new providing

FII Extra Recebíveis Imobiliários accredited the third concern of shares of the fund, which intends to boost as much as R$ 100 million, highlights a cloth truth disclosed by the portfolio.

The unit worth for the brand new paper has been set at BRL96.98 and the providing is not going to embody a major distribution charge, the announcement alerts to the market.

On the opening of the session this Monday (thirtieth), MORC11 shares had been buying and selling at R$94.69, ie under the subscription worth. The share worth of the paper – a sort of honest worth – is presently R$ 97.62.

Present shareholders could have pre-emption rights on provide in proportion to the variety of shares they maintain, underscores the important thing truth of Extra Recebíveis Imobiliários.

The “Paper” kind portfolio – which invests in fastened earnings securities associated to the actual property sector – presently has a internet worth of R$126 million.

dividend as we speak

Try the FIIs paying dividends this Monday (30):

ticker background energy
BCIA11 Bradesco actual property portfolio R$0.76

Font: StatusInvest


Giro Imobiliário: “Rental Inflation” slows to 0.21% in January; The market maintains excessive forecasts for the IPCA for 2023, 2024 and 2026

IGP-M slows to 0.21% in January; Inflation is 3.79% in 12 months

The Normal Worth Index – Market (IGP-M) slowed to 0.21% in January after rising 0.45% in December, the Getúlio Vargas Basis introduced this Monday (30). With this consequence, the index reveals an increase of three.79% in 12 months. In January 2022, the IGP-M stood at 1.82% and recorded a 16.91% enhance in 12 months.

The Broad Producer Worth Index (IPA) modified 0.10% in January after rising 0.47% in December. When analyzed by processing levels, the ratio of the completed items group decreased by 0.05% in January from -0.29% within the earlier month.

The Shopper Worth Index (CPI) rose 0.61% in January after rising 0.44% in December. 5 of the eight spending classes that make up the index noticed their charges of change enhance. The primary contributor got here from the Schooling, Studying and Leisure group (-0.26% to 2.04%). On this class of spending, it’s price noting the habits of formal charges, the speed of which modified from 0.00% in December to 4.55% in January.

The Nationwide Development Value Index (INCC) modified 0.32% in January in comparison with 0.27% in December. The three teams of the INCC recorded the next modifications from December to January: supplies and tools (0.37% to -0.26%), providers (0.43% to 0.53%) and labor (0.16% to 0.77%).

Focus Bulletin: The market is sticking with excessive inflation forecasts for 2023, 2024 and 2026

Excessive inflation forecasts for 2023, 2024 and 2026 had been stored by monetary market analysts this week, in accordance with knowledge launched this Monday (30) by the central financial institution’s Focus Report. For this yr, the inflation estimate has risen for seven weeks in a row. The forecast for 2025 was retained.

The expectation for the Prolonged Shopper Worth Index (IPCA) for this yr rose from 5.48% to five.74%. Inflation for 2024 elevated from 3.84% to three.90%. The forecast for 2025 was stored at 3.50% and that for 2026 elevated to three.50% from 3.47%.

Particularly for managed costs, the IPCA forecast noticed a big volatility on the week, shifting from an increase of seven.25% to eight.39%. A month in the past, the forecast was 6.77%. For 2024 it elevated from 4.12% to 4.20 and for 2025 from 3.58% to three.67%. For 2026 it was stored at 3.50%.

The forecast for the bottom rate of interest for the Brazilian economic system (Selic) was left unchanged at 12.50% for this yr and 9.50% for 2024. The worth for 2025 was additionally retained at 8.50%. The 2026 rose from 8.25% to eight.50%.

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