Ifix ends the session with a drop of 0.34%; FII VGIP11 is a high profile

Ifix ends the session with a drop of 0.34%;  FII VGIP11 is a high profile

The IFIX – an index which includes the most traded real estate funds on B3 – closed the session on Tuesday (05) down 0.34%, at 2,783 points. The fund VALORA IP (VGIP11) topped the list of trading session highs, up 1.46%. Check out the rest of today’s highlights throughout the IFI Center.

In a material fact published this Monday (4), FII XP Log (XPLG11) announced the sale of nine modules of the G02 logistics warehouse, which is part of the Cone MM1 Condominium, located in the town of Cabo de Santo Agostinho, in Pernambuco.

According to the document, the units represent a gross leasable area (GLA) of 19,887,000 square meters and were negotiated for 126 million reais, or 6,360,000 reais per square meter.

Of the transaction amount, the buyer has already disbursed R$25 million and the remaining amount will be divided into another five semi-annual payments of R$20.2 million.

According to the calculations of XP Log, the operation generated a capital gain of 67 million reais, without taking into account the monetary correction planned for the installments. The value represents an impact of approximately R$ 2.48 per share.

During the period of receiving semi-annual payments – until July 2025 – the fund’s income will increase by R$0.04 per share, taking into account the appreciation and reduction in rental income.

The managers also stress that the operation is part of the fund’s strategy which seeks, through the recycling of the portfolio, to generate value for shareholders.

Before the sale of the nine modules of the G02 logistics warehouse, XP Log had a built area of ​​956,000 square meters. The portfolio vacancy is 9%, according to the latest management report.

Tuesday’s highs (5)

teleprinter Last name Sector Change (%)
VGIP11 IP VALUE Others 1.46
SDIL11 Rio Bravo SDI Logistics 0.75
HGBS11 Hedge Brazil Shopping shopping centers 0.65
MCHF11 Mauá Capital Hedge Fund Titles and Val. furniture 0.64
RBRR11 High RBR yield Titles and Val. furniture 0.63

Biggest victims of this Tuesday (5):

teleprinter Last name Sector Change (%)
CARE11 Brazilian Cemetery and Death Care Others -5.52
XPPR11 XP Properties Others -3.9
HSML11 HSI SHOPPING CENTER shopping centers -2.52
PVP11 VBI Prime properties Corporate tiles -2.39
LVBI11 VBI Logistics Logistics -2.08

Source: B3

FII BTRA11 disputes the inclusion of the claim in the tenant’s legal recovery process

The managers of the Vianmancel farm, in Nova Maringá (MT) – whose land belongs to the FII BTG Pactual Terras Agrícolas – have included in the judicial recovery process, approved last month, a debt of R$73 million that they have towards the fund.

In a statement to the market, the portfolio managers confirmed the debt’s inclusion in the stock, but said the outstanding issue should not be on the list of producer creditors.

“In this sense, the administrator and the manager take the necessary measures to inform the competent court that such credit is not subject to the judicial recovery procedure,” the fund informed in a material fact.

In June, shares of BTG Pactual Terras Agrícolas fell more than 15% after news of the situation of those responsible for the farm, acquired in August 2021 by the fund, in a transaction sale-leaseback – who rents the property purchased from the former owner. Land currently represents 23% of the portfolio’s contract revenues.

Faced with the problem, the fund reduced the distribution of dividends paid last month to R$0.70 per share, below the value of R$0.94 in May.

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