Revolutionize Your Profits with Logistics Funding! Discover FII’s Exciting Zero-Dividend Month Hack.

The Ifix -index of the most traded real estate funds on the Stock Market- closed the session this Friday (9) with a rise of 0.27% and reached 3,046 points with the help of the FIIs of the logical sector.

The two biggest increases in the trading session were FII in this sector. The HSI Logistics Logistics HSLG11 and LOGCP Inter Logistics LGCP11 had gains of, respectively, 3.2% and 2.74%.

The FII Tordesillas (TORD11) started and ended the session in negative territory. The portfolio decreased by 0.08%, with the participation in R$ 3.93. The fund announced to the market that once again it will not distribute dividends to its more than 107,000 shareholders. The last transfer made by the fund occurred in February, referring to the results of January.

“In relation to the month of May 2023, we inform you that there will be no distribution of income since the fund did not yield results,” confirms the document released by the portfolio, with a profile high performancethat is, greater risk.

Of the hybrid type –which invests in more than one asset class–, the TORD11 It has prioritized keeping the cash to “cover the capital needs of current portfolio investments that are not yet generating income,” says the fund’s management report.

Currently, 43.8% of Tordesilhas EI’s portfolio is concentrated in Actions – Fund participation in the development of real estate projects for the future sale of shares or quotas.

EITHER TORD11 He also pointed out in recent months that the reduction in the volume of sales and the increase in the number of cancellations -return of properties- harmed the operation of the fund and, consequently, the distribution of dividends, as shown on the portfolio page at infomoney.

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Dividends from (asset=HTCR11), VSLH11 Is MUST11

Three other funds classified as high performance announced the distribution of dividends for June. According to the notices, in two cases the level of profits from last month was maintained.

The EC hectare (HCTR11) will pay on the 15th the amount of R$ 0.50 per share – the value is the same as the last two months, but less than the R$ 0.70 of March and R$ 1.00 of February. In January, the fund paid investors BRL 1.10 per share.

The RI of Versailles (VSLH11) will deposit the same R$ 0.03 per share paid in April and May, half the yield observed in March – which was already well below the amount distributed last year, which reached R$ 0.14 per share.

Investors in Devant receivables (MUST11) received R$ 0.65 per share in June, less than R$ 0.85 per share the previous month.

In May, the three funds communicated to the market their intention to execute the guarantees of the delinquent real estate debtor certificates (CRI) of Gramado Parks, a tourism company that is in the process of judicial recovery. The problem caused the prices of these FIIs to fall at the beginning of the year.

Last month, the portfolios recovered part of the losses accumulated throughout 2023 and rose to 39%.

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fix today

In the session this Friday (9), the I fix -index of the most traded real estate funds on the stock market- closed with a rise of 0.27%, to 3,046 points. Take a look at the other highlights of the day.

Highest highs this Friday (9):

Major casualties this Friday (9):

Source: B3

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BRIP11 will not pay dividend

The Brio Real Estate III BRIP11 is another real estate fund that will not share earnings for the month of May, according to BRL Trust, a portfolio manager.

TEPP11 find new tenant

Tellus Properties TEPP11 entered into a new lease agreement for the assets that are part of the portfolio.

According to a press release, the FII leased complex 144 of the Passarelli Building to BMS Brasil Corretora de Resseguros, which corresponds to an area of ​​170.4 square meters of BOMA area (acronym in English that represents the sum of the private area plus a proportion of common areas).

The term of the contract is 60 months and will have an impact of R$ 0.003 per share of TEPP11. The fund’s vacancy rate is now 5.05%, according to a statement from BRL Trust, the fund’s manager.

MAXR11 will reduce the dividend by R$ 0.08 per share

FII Max Retail did not receive the rent for the month of May from some tenants, according to a relevant fact disclosed by the portfolio -which did not inform the delinquent tenants-.

According to the text, outstanding balances represent a reduction in the fund’s dividend distribution of approximately R$ 0.08 per share.

In May, the fund deposited R$ 0.72 per share, an amount equivalent to a monthly return with dividends of 1.11%.

“The fund informs that it has been working together with the real estate consultant of the portfolio, with the objective of being up to the outstanding amounts,” adds the relevant fact of the MAXR11.

The Max Retail portfolio consists of nine properties that together have a gross leasable area (GLA) of around 60,000 square meters.

The fund’s tenants include names like Americanas ((active=AMER11)), Magazine Torra Torra, BIG and Delicat.

NEWU11 communicates the departure of the tenant

Newport Real Estate, manager of NewPort Renda Urbana NEWU11announced that P1 Digital will vacate in advance the area it occupies in a property located in Salvador (BA) that belongs to the fund.

The intention is to return two sets of the Suárez Commercial Building, totaling 770 square meters of leased area.

In accordance with the material fact, the improvements made to the property will be maintained. In addition, the current lessee must comply with a 90-day notice period and make a monthly fixed minimum payment of BRL 23,274 thousand during the period, which is equivalent to BRL 0.03 per NEWU11 share.

“The management team indicates that it has already begun negotiations in order to seek to reverse the probable vacancy scenario as soon as possible, including communications with the Tenant and the start of prospecting for potential new occupants,” according to the document.

BRLA11 Shareholders call an extraordinary meeting

BRL Prop II Shareholders BRLA11 requested the convening of an extraordinary general meeting (AGE), according to a relevant fact disclosed by BTG Pactual Serviços Financeiros, the fund’s administrator.

The participants who requested the call represent 5.89% of the shares of the fund, which complies with the minimum participation established by the regulations established by the National Securities Commission (CVM).

The administrator announced that it will respond to the call request within a maximum period of 30 days.

dividends today

Consult the FIIs that distribute dividends this Friday (9):

Source: StatusInvest

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Giro Imobiliário: five FIIs have more than 80% of their portfolio exposed to the IPCA; What will happen to them as inflation falls?

The Expanded National Consumer Price Index (IPCA) slowed down again in April, to 0.23%, according to data from the Brazilian Institute of Geography and Statistics (IBGE). The percentage is below the 0.61% calculated in April, the 0.71% in March and the 0.84% ​​in February. For the consumer, the results are a relief, but how are the investments linked to the indicator?

Among the assets that use the IPCA as a reference are the “paper” real estate funds, which invest in fixed-income securities linked to the CDI rate (interbank deposit certificate) or to inflation indices, such as those calculated by the IBGE.

Survey of infomoney listed the “paper” FIIs currently most exposed to the IPCA, that is, the funds that have the highest concentration of securities indexed to the official inflation index in the country.

Considering only the FIIs that make up the I fix (index that brings together the most traded real estate funds on the Stock Market), Valora IP (VGIP11) is at the top of the list. According to data from the portfolio itself, 99.1% of the portfolio’s securities are indexed to the IPCA. Consult the list of the five FIIs most exposed to the IPCA.

unwind

You the three largest private banks in Brazil – Bradesco, Itaú and Santander – will join “Desenrola”, the federal government’s debt renegotiation program, officially launched last Tuesday (6), through Provisional Measure No. 1176.

The state banks, Banco do Brasil and Caixa Econômica Federal, are still waiting for the regulation of the program to formalize their participation.

Banco do Brasil reported, in a statement, that it supported the federal government in the design and modeling of “Desenrola”, together with other financial institutions, through Febraban, an entity that represents the banks. However, BB is waiting for the regulation of the program to formalize its participation.

Caixa also said in a note that the bank is evaluating the operational and financial impacts of the Provisional Measure that regulates the program.

patriani

The Patriani construction company has been operating for 10 years and earned R$ 1.3 billion in 2022. It was founded by Valter Patriani, former president of CVC, and his son, Bruno Patriani. The objective was to have a developer that offered the client a good after-sales service, that is, a good experience after handing over the keys to the developments.

In it Do Zero ao Topo podcastthe two share what it was like to start a construction company without having previous experience in the area and how they already started the company with their succession in mind.

Despite having no experience in engineering, construction or architecture, Patriani identified a problem in the sector that he was looking to solve with his construction startup: the customer experience in after-sales service. “I invested in apartments and real estate to have a retirement. As a customer I have always had a bad experience. Builders, in general, treat the customer like a commodity,” she says.

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