INVESTING

Strategies, funds, and analysis for the global investor.

Overview

Live updates
Selic
13.75
arrow_upward—
USD PTAX
5.0277
arrow_upward—
IPCA 12m
4.58
arrow_upward—
CDI
13.65
arrow_upward—

Latest News

541 articles
Recurring Default by Single Tenant Hits Brazil's TRCO11 FII, Signaling Heightened Counterparty Risk
PRO
Investing• Aug 09

Recurring Default by Single Tenant Hits Brazil's TRCO11 FII, Signaling Heightened Counterparty Risk

Brazil's TRCO11 Real Estate Fund faces a second consecutive rent default from its main tenant, BM Varejo, highlighting systemic counterparty risk.

TRXF11 Announces R$2.13 Billion Acquisition and R$10 Billion Mega-Offering, Shares Plunge on IFIX
Investing• Aug 07

TRXF11 Announces R$2.13 Billion Acquisition and R$10 Billion Mega-Offering, Shares Plunge on IFIX

By Diane Cole
CACR11 Surges 10.55% on Turnaround Hopes Following Major Asset Restructuring
PROInvesting• Aug 07

CACR11 Surges 10.55% on Turnaround Hopes Following Major Asset Restructuring

By Diane Cole
Clean Energy FII SNEL11 Rallies 1.34%, Outperforming IFIX on Strength of Brazil Solar Distributed Generation
Investing• Aug 07

Clean Energy FII SNEL11 Rallies 1.34%, Outperforming IFIX on Strength of Brazil Solar Distributed Generation

By Diane Cole
Brazil’s HGRE11 FII Approves R$700M Capital Raise Amid Deep P/VP Discount
PROInvesting• Aug 07

Brazil’s HGRE11 FII Approves R$700M Capital Raise Amid Deep P/VP Discount

By Diane Cole
TRXF11 Launches Record R$10 Billion Capital Raise Following Logistics-Focused R$2.13 Billion Acquisition
Investing• Aug 07

TRXF11 Launches Record R$10 Billion Capital Raise Following Logistics-Focused R$2.13 Billion Acquisition

By Diane Cole
TRXF11 Shares Drop 5.32% on Announcement of R$2.13 Billion Acquisition and Mega-Issuance Plan
PROInvesting• Aug 07

TRXF11 Shares Drop 5.32% on Announcement of R$2.13 Billion Acquisition and Mega-Issuance Plan

By Diane Cole
HGRE11 Cotaholders Greenlight R$700 Million Share Offering for Real Estate Expansion
PROInvesting• Aug 07

HGRE11 Cotaholders Greenlight R$700 Million Share Offering for Real Estate Expansion

By Diane Cole
IFIX Retreats, But CACR11 Soars 10.55% on Dividend Reversal, Signaling FII Sector Divergence
Investing• Aug 07

IFIX Retreats, But CACR11 Soars 10.55% on Dividend Reversal, Signaling FII Sector Divergence

By Diane Cole
Minas Gerais’ R$45.6 Billion Agro Exports Validate SNAG11 Fiagro Thesis
Investing• Aug 07

Minas Gerais’ R$45.6 Billion Agro Exports Validate SNAG11 Fiagro Thesis

By Diane Cole
HGRE11 Secures Approval for R$700 Million Capital Raise to Expand Corporate Real Estate Portfolio
PROInvesting• Aug 07

HGRE11 Secures Approval for R$700 Million Capital Raise to Expand Corporate Real Estate Portfolio

By Diane Cole
Ibovespa Drops 1.23% on Copom Caution and Geopolitical Risk; PETR4 Limits Loss
Investing• Aug 07

Ibovespa Drops 1.23% on Copom Caution and Geopolitical Risk; PETR4 Limits Loss

By Diane Cole
TRXF11 Completes R$2.13 Billion Acquisition, Pivots Portfolio to Logistics Dominance
PROInvesting• Aug 07

TRXF11 Completes R$2.13 Billion Acquisition, Pivots Portfolio to Logistics Dominance

By Diane Cole
Record Soybean Processing Outlook Boosts Brazil Agribusiness Credit
Investing• Aug 06

Record Soybean Processing Outlook Boosts Brazil Agribusiness Credit

By Diane Cole
HGBS11 Secures 100% Control of Shopping Mall Asset in R$ 216.3 Million Deal at 9% Implied Cap Rate
Investing• Aug 06

HGBS11 Secures 100% Control of Shopping Mall Asset in R$ 216.3 Million Deal at 9% Implied Cap Rate

By Diane Cole
Distributed Energy FII SNEL11 Reports R$ 6.36 Million Profit, Prepares R$ 2.3 Billion Capital Deployment
PROInvesting• Aug 06

Distributed Energy FII SNEL11 Reports R$ 6.36 Million Profit, Prepares R$ 2.3 Billion Capital Deployment

By Diane Cole
Logistics FII GGRC11 Leads Trading Volume as Brazilian Real Estate Index IFIX Remains Flat
Investing• Aug 06

Logistics FII GGRC11 Leads Trading Volume as Brazilian Real Estate Index IFIX Remains Flat

By Diane Cole
Shopping Mall FII HGBS11 Pays R$ 216.3M to Secure 100% Control of Araraquara Asset
Investing• Aug 06

Shopping Mall FII HGBS11 Pays R$ 216.3M to Secure 100% Control of Araraquara Asset

By Diane Cole
IFIX's Minimal Drop Masks Selective FII Momentum as CACR11 Surges 4.49%
Investing• Aug 06

IFIX's Minimal Drop Masks Selective FII Momentum as CACR11 Surges 4.49%

By Diane Cole
HGBS11 Locks In 100% Asset Control With R$ 216.3 Million Strategic Acquisition
PROInvesting• Aug 06

HGBS11 Locks In 100% Asset Control With R$ 216.3 Million Strategic Acquisition

By Diane Cole
Record Soybean Harvest Forecast Fuels Demand for Agribusiness Credit, Boosting Fiagro SNAG11 Thesis
Investing• Aug 06

Record Soybean Harvest Forecast Fuels Demand for Agribusiness Credit, Boosting Fiagro SNAG11 Thesis

By Diane Cole
Fiagro SNFZ11 Rises 2.04%, Signaling Strength in Brazil Agricultural Land-Backed Strategy
Investing• Aug 06

Fiagro SNFZ11 Rises 2.04%, Signaling Strength in Brazil Agricultural Land-Backed Strategy

By Diane Cole
Brazilian IFIX Index Retreats for Second Day Amid Consolidation, Closing at 3,781.99
PROInvesting• Aug 06

Brazilian IFIX Index Retreats for Second Day Amid Consolidation, Closing at 3,781.99

By Diane Cole
China’s Binding Green Energy Mandate Validates Brazilian Solar FII SNEL11’s Expansion Thesis
PROInvesting• Aug 05

China’s Binding Green Energy Mandate Validates Brazilian Solar FII SNEL11’s Expansion Thesis

By Diane Cole
Valuation Gap Persists Between VGHF11 (0.71 P/VP) and FII Leader MXRF11 (1.04 P/VP)
Investing• Aug 05

Valuation Gap Persists Between VGHF11 (0.71 P/VP) and FII Leader MXRF11 (1.04 P/VP)

By Diane Cole
GARE11 FII Acquires R$119.8M Carrefour Warehouse, Focuses on Logistics Portfolio Rebalance
Investing• Aug 05

GARE11 FII Acquires R$119.8M Carrefour Warehouse, Focuses on Logistics Portfolio Rebalance

By Diane Cole
CPLG11 Approves R$300 Million Public Offering for Logistics Expansion
Investing• Aug 05

CPLG11 Approves R$300 Million Public Offering for Logistics Expansion

By Diane Cole
Brazil’s Paper FII Battle: MXRF11’s Liquidity Edge Against VGHF11’s Deep NAV Discount and High Yield
PROInvesting• Aug 05

Brazil’s Paper FII Battle: MXRF11’s Liquidity Edge Against VGHF11’s Deep NAV Discount and High Yield

By Diane Cole
China's Binding Clean Energy Target Provides Thematic Tailwinds for Brazil's SNEL11 Renewable FII
Investing• Aug 05

China's Binding Clean Energy Target Provides Thematic Tailwinds for Brazil's SNEL11 Renewable FII

By Diane Cole
Capitânia Logística FII Launches R$300 Million Public Offering to Fund Logistics Real Estate Expansion
Investing• Aug 05

Capitânia Logística FII Launches R$300 Million Public Offering to Fund Logistics Real Estate Expansion

By Diane Cole