Google is the brand new tenant of FII Pátria Edifícios (PATC11) in a property in Vila Olímpia; ifix rises

The FII Pátria Edifícios Corporativos (PATC11) has Google Brasil Web as its new tenant, which has signed a lease with the fund and the Sky Company property within the Vila Olímpia neighborhood of São Paulo (SP), a main space for the company data section.

The corporate will occupy the fund’s 2,690 thousand sq. meters of gross leasable space (GLA) within the property, which is equal to 10% of the constructing’s complete space. In line with the most recent administration report launched late final month, the house was fully empty.

Within the assertion asserting the settlement with Google, Pátria Edifícios Corporativos doesn’t present particulars in regards to the length of the lease. The portfolio estimates a rise in actual property earnings of roughly R$0.08 per share with the brand new contract.

Along with Sky Company, the portfolio has pursuits in 5 different buildings – all in São Paulo – with a complete GFA of 11,843 sq. meters.

Final week (PATC11) bid R$17.4 million for flooring 2 and 15 of Brascan Century Company, positioned in Itaim Bibi, additionally in São Paulo. The properties belong to the FII BM Brascan Lajes Corporativos (BMLC11).

In accordance with the supply, Pátria Edifícios Corporativos can pay the quantity of the supply upon signature of the acquisition and sale dedication, offered that every one situations set out within the settlement are exceeded.

The BMLC11 – which has 15 days to answer these within the properties – should convene a unprecedented normal assembly (AGE) to debate the sale of areas with shareholders.

Since June, Pátria Edifícios Corporativos has been managed by VBI Actual Property, following an affiliation settlement between the supervisor and Pátria Investimentos, one of many leaders in asset administration in Latin America.

On the ninth, the fund paid R$0.34 per share, an quantity equal to a month-to-month return with dividends of 0.47%. In 12 months the proportion might be 5.92%.

ifix sobe

On this Tuesday’s session (20), the IFIX – index that collects essentially the most traded actual property funds at B3 – is working within the constructive area. At 10:56 AM, the indicator was up 0.2% to 2,989 factors. Take a look at at the moment’s highlights:

This Tuesday’s Largest Highlights (20):

ticker Title Sector Variation (%)
RBRP11 RBR properties others 1.74
ALZR11 Alianza Belief Revenue Logistics 1.11
SNFF11 Suno FoF FoF 1.08
GTWR11 Inexperienced Towers Firm plates 1.07
XPPR11 XP Options firm plates 1.04

Largest casualties of this Tuesday (19):

ticker Title Sector Variation (%)
BLMR11 Blue macaw Renda+ FOF FoF -2.85
VCJR11 Bar actual pursuits Titles and Val. Crowd. -1.7
KNHY11 CHINA HEY Titles and Val. Crowd. -0.48
MGFF11 MAHOGANY FoF -0.46
HGFF11 CSHG FoF FoF -0.35

Font: B3

New MALL11 purchasing heart FII supply; XPLG11 reduces pockets emptiness

Take a look at the most recent data launched by actual property funds in related information:

MALL11 desires to boost BRL 200 million in a brand new bid

The FII Malls Brasil Plural accredited the fourth quota issuance for the fund, which plans to boost R$200 million, in line with a cloth reality launched this Monday (19).

The unit worth of the brand new papers has been set at R$107.92 and the distribution payment for the providing might be R$0.81 representing a subscription value of R$108.73.

On the opening of this Tuesday’s session (20), shares of Malls Brasil Plural traded at R$108.28, beneath the worth decided for the portfolio’s fourth issuance.

Shareholders with a place on the finish of this Thursday (22) have a pre-emptive proper to the supply, which may be exercised between September 27 and October 7, 2022.

With a GFA of 95 thousand sq. meters, Malls Brasil Plural has pursuits in eight purchasing facilities in 5 states. The portfolio’s fairness is R$815 million.

Final week, one other mall FII, XP Malls (XPML11), had accredited the brand new quota issuance, aiming to boost as much as R$250 million.

XPLG11 indicators new lease and reduces emptiness price from 9.0% to eight.8%

FII XP Log has signed a contract for the leasing of module B5 of the Syslog Galeão logistics complicated, positioned in Duque de Caxias, within the state of Rio de Janeiro.

The Vitrine Direta firm, which is lively within the retail sector, will occupy the house that represents a GFA of just about two thousand sq. meters. The time period of the contract is 60 months, the fund particulars.

In line with XP Log administration, the cumulative income forecast for the brand new contract is R$0.0230 per share for the primary 24 months of the contract. As of the twenty fifth, the estimated month-to-month income – excluding financial adjustment – ​​is R$0.0011 per share.

With the brand new contract, the emptiness price of the fund’s properties falls from 9.0% to eight.8%, in line with calculations by the managers.

In line with the most recent administration report, the XP Log portfolio presently contains 17 logistics condominiums, areas in Rio Grande do Sul, Santa Catarina, São Paulo, Rio de Janeiro, Minas Gerais and Pernambuco.

Final week, the fund accomplished the acquisition of the Santana Enterprise Park logistics complicated, positioned in Barueri, within the inside of São Paulo. The fund paid R$ 68.4 million for the house of just about 19 thousand sq. meters GFA.

dividend at the moment

See which funds are paying earnings this Tuesday (20):

ticker Background Efficiency
CPTS11 Capitania Securities €1.10
MCCI11 Mauá .’s capital claims €1.10
VGIP11 Worth CRI R$1.00
VGIR11 Charge RE R$ 0.13
[ativo=MCFF11] Mauá Capital Hedge R$ 0.11

Actual property turnover: market expects Selic to stay at 13.75% per 12 months, analysis exhibits

On the fifth, Central Financial institution president Roberto Campos Neto mentioned at an occasion that the BC Financial Coverage Committee (Copom) would evaluation one other price reduce. The following day, Bruno Serra, the autarchy’s director of financial coverage, added that it was “inconsistent” for the market to challenge inflation above the middle of the goal in 2024, whereas discussing the decline in rates of interest in 2023. In different phrases, the message was that the financial institution I’d not be cautious of. Nonetheless, banks and advisors consider the cycle of excessive Selic, the important thing price, got here to an finish on the August assembly.

For 41 of the 50 monetary establishments heard by Projections Broadcast, the speed must be maintained at 13.75% in the course of the assembly that begins at the moment and ends tomorrow, a transfer that may finish the longest cycle of financial tightening in historical past. the historical past. Nevertheless, economists acknowledge that this has elevated the residual adjustment threat by 0.25 factors.

For Luís Otávio de Souza Leal, chief economist at Banco Alfa, the situation is that the rate of interest stays at 13.75%, in a call that have to be accompanied by a harsh speech from the BC. The economist acknowledges that, given the rise in inflation forecasts for 2024, Copom could go for residual tightening as a approach of signaling to the market that it’s assembly its goal.

“The one motive I see the danger of an increase to 14% is to amplify this speech not solely with phrases, but additionally with deeds. hawkish (tendency to greater rates of interest to include inflation). By way of inflation convergence, I do not see this 0.25 level distinction having any related influence, however it might be a approach for the market to reverse this forecast for 2024″, he says.

Uncover the step-by-step information to residing off earnings with FIIs and obtain your first lease in your account within the coming weeks, with out proudly owning a house, in a free lesson.

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