RBRR11, MCCI11, and four other "paper" FIIs to buy despite the downturn, refer to the Itaú BBA;  rise ifix

RBRR11, MCCI11, and four other “paper” FIIs to buy despite the downturn, refer to the Itaú BBA; rise ifix

The reduction in dividends from receivables — which invest in fixed-income securities linked to inflation and CDI — will be accurate, indicating the second edition of the Itaú BBA Financial Asset Sector Report, which assesses the impact of a deflation scenario in real estate funds.

The document was signed by Marcelo Potenza and Larissa Napo, analysts at the financial institution, who promote optimism about financial dues – or “paper”, as they are also known. Given the confidence, they recommend buying six wallets. are they:

  • HGCR11 – CSHG Real Estate Receivables
  • KNHY11 – High Yield From Kinea
  • KNSC11 – Kenya Stock Exchange
  • MCCI11 – Mawa Capital Real Estate Receivables
  • RBRR11 – High Quality RBR Productivity
  • VCJR11 – The real benefit of Vectis

In July, the IPCA recorded a contraction of 0.68% and Itaú BBA expects the indicator to turn negative again in August, by 0.16%.

This scenario reduces the dividends paid by FIIs from receivables, as many of the securities in these funds’ portfolios have IPCA as a correction indicator. That is, if the index rises, the return increases. If it falls, it reduces the income distributed to shareholders.

For Larissa, the dividend from funds with indexed portfolios should be reduced to IPCA in September and October, since the monthly transfer reflects the performance of the index with an interval of one or two months. After the period, the dividend payment should return to normal, the analyst notes.

He predicts that “the IPCA result for September, for example, should already hit the 0.43% level and ease the monthly income.”

She points out that due to the scenario of a very short-term profit decline, the market decided to defend itself from the effects of deflation and went into sales, resulting in lower receivable fund quotations.

In August, “paper” FIIs reported a decline of 0.4%, far below that of brick funds — which invest directly in real estate — which boasted a solid 7.4% increase. Ifix, the stock’s most traded FIIs index, rose 3.7%.

According to Potenza, the recommendations in the second edition of the Itaú BBA Financial Assets Sector Report take into account funds with high-quality portfolios, experienced management and strong collateral, characteristics that are most welcome in any economic scenario, the analyst concludes.

Discover the step-by-step guide to living on income with FII and receiving your first rent in your account in the next few weeks, without having to own property, in a free semester.

ifix today

In Friday’s session (19), IFIX – an index that aggregates the most actively traded real estate funds on B3 – is in the positive territory. At 11:04 am, the index recorded a gain of 0.17% at 2,925 points. Check out today’s highlights:

Friday’s Biggest Highs (19):

ribbon Noun section Variance (%)
Fino 11 Yenchee offices corporate panels 1.68
GGRC11 Income GGR Covepi logistics 1.56
SNFF11 Suno FoF Aharon 1.45
XPG11 XP record logistics 1.41
BTRA11 BTG Pactual Terras Agrícolas agricultural 1.35

Friday’s Biggest Victims (19):

ribbon Noun section Variance (%)
11 . care Brazilian cemetery and death care Aharon -3.02
HGRE11 CSHG . real estate corporate panels -1.47
HGFF11 CSHG FoF Nicknames and Val. Home furniture -1.05
PVBI11 VBI Prime خصائص Features corporate panels -0.82
BBPO11 Progressive BB II corporate panels -0.78

Source: B3

Suno Fundo de Fundos (SNFF11) has launched a new stake offer and wants to raise R$24.6 million

In a fundamental fact that was published on Thursday (18), the Suno Fundo de Fundos Institute of Fisheries announced to the market the approval of the second issue of quotas for the fund, which aims to raise 24.6 million Brazilian reals.

The unit price for the new shares is set at R$89.72 and the distribution fee will be R$0.28, with a total subscription price of R$90.00.

At the market open on Friday (19), Suno Fundo de Fundos shares were trading at R$88.59, an increase of 0.44%.

Shareholders who hold a position at the end of August 23 will have pre-emptive rights to the offer, which can be exercised between August 25 and September 8.

With assets of R$224 million, the fund currently has a rate of return with dividends of 9% in the past 12 months. On Monday (15), the portfolio deposited R$0.65 per share, with a monthly return of 0.71%.

Today’s earnings

Check out 17 funds that distribute income on Friday (19):

ribbon background performance
PQDP14 Parque Dom Pedro . Shopping Center 14.24 Brazilian Real
PQDP11 Parque Dom Pedro . Shopping Center 14.24 Brazilian Real
PQDP13 Parque Dom Pedro . Shopping Center 14.24 Brazilian Real
SHDP13 Shop Parque Dom Pedro 7.74 Brazilian Real
SHDP11 Shop Parque Dom Pedro 7.74 Brazilian Real
RZAK11 Reza Akin 1.50 Brazilian Real
Barry 11 Real estate income from Barigui I 1.40 Brazilian Real
AFHI11 AF Invest Cri 1.30 Brazilian Real
BLMC11 Credit Bluemacaw Real Estate 1.17 Brazilian Real
gold 11 Ourinvest . Structured Income 1.15 Brazilian Real
BRLA11 BRL II strut 1.09 Brazilian Real
AFOF11 FoF . Alliance 1.06 Brazilian Real
ARCT11 Risa arctium 1.02 Brazilian Real
RECX11 REC FoF 0.80 Brazilian Real
Corm 11 Core Metropolis 0.77 Brazilian Real
OUFF11 Ourinvest Fund 0.75 Brazilian Real
TSNC11 cross synchronization 0.63 Brazilian Real
TRNT11 North Tower 0.30 Brazilian Real
AFHI13 AF Invest Cri 0.29 Brazilian Real
game 11 Multi-strategy real estate custodian 1 0.13 Brazilian Real
mana 11 Manati Capital 0.11 Brazilian Real
IMMO13 IMOP II 0.10 Brazilian Real
IMIV13 Immob IV Bragança 0.10 Brazilian Real
RNOV14 iMobe i 0.01 Brazilian Real
RNOV15 iMobe i 0.01 Brazilian Real

Source: InfoMoney. Pointers with an ending other than 11 indicate receipts and subscription rights for funds.

#RBRR11 #MCCI11 #paper #FIIs #buy #downturn #refer #Itaú #BBA #rise #ifix

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