Impacted REITs by Default in the Week

Key insights

• 📈
  The acceleration of stock markets and the creation of a million jobs in the first semester indicate positive macroeconomic news in the midst of a new government.
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  The average annual return for debt in paper funds is around 10.7%, making it a potentially lucrative investment option.
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  The fund is negotiating with the bergamassa family to address defaults in two farms located in Mato Grosso, which have a significant impact on the fund's net equity.
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  The RBR11 fund experienced a default of close to one million reais, highlighting the financial impact of tenant departures on the fund.
• 💼
  XP Industrial revalued its assets, resulting in a positive variation of 0.84%, indicating potential growth in the industrial sector.
• 📈
  The value of the asset sale is significantly higher than the appraisal report, indicating potential leverage within the fund.
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  The focus disclosed a very interesting capital gain when they start to return these values ​​to the shareholders, indicating potential profitability for investors.
• 💰
  There are still opportunities for appreciation in certain funds, even though some may have already experienced growth in the past three months.