Welcome
It is with great happiness that the RBR Asset is the year of his first article. We are dedicated to the dissemination of information, the analysis of its own, and the views of a wide range of topics in the real estate industry (real estate fund, real estate, physical, loan, transfer, etc.).
The essays herein are presented and discussed internally among all of the members, the manager, with input and suggestions from each of you. We believe that, as we have content that consensus of all the participants in the market, which it needs for information and analysis for decision-making on investments.
There are loopholes in the paradigms, and the labels on the products, and asset classes within the real estate industry. We believe that our exposure to this sector, in addition to the diversification of the portfolio of the investor to add value over the long term.
We don't have to be that of articles, a tool for the marketing of our products, to encourage a greater efficiency in the real estate market, transparency, and good governance.
To stay up to date with news and stories day-to-day real estate-follow us on - Twitter (AssetRBR), and the Linkedin (RBR Asset Management).
Our DNA
The RBR is an independent asset manager is 100% focused on the real estate market. We strive to be the benchmark in the real estate investment in Brazil and what sets us apart is the right choice of where to invest, in accordance with each phase of real estate. Our credibility is our most important asset. We seek long-term relationships, based on respect and transparency. We are a partnership. We encourage an entrepreneurial spirit, and your co-operation.
The future of the market in the Sief in the Brasl
The market for the real Estate Fund (Sief) in the united states, the most well-known for REITs (Real Estate Investment Trust) is a well-improved compared to the brazilian legislation, range, investor, liquidity, etc.
Just to give you an idea of the size, of which about 80 million americans and 25% of the population is invested in REITs. In terms of property, there are more than 500 thousand up to Sief in the aggregate market value of approximately$ 1.0 billion.
In Brazil, the industry is in a Sief is still in its infancy, represents, a little more than 1 per cent of the total, us$ 4.5 trillion in the indústr was going to fund the investment. The total market value of these assets of$ 44 billion, which represented approximately 1,600 properties and securities (ie: Certificates) – a number of infinitely less than that of the united states.
However, the industry is in a Sief has been growing by leaps and bounds in the country. In 2010, there are around 10 thousand investors that invested in this vehicle, and in the fall of 2017, that number had risen to 100 million, and is now found in about 180 thousand investors, an increase of 18 times in the same period. In contrast, the stock market went from 600 thousand up to 750 billion should also be noted that between 2010 and 2018.
The performance of the fund in real estate depends on three basic factors: the quality of the asset, management, and macroeconomic factors. A good management will see from the choice of an asset, the fair price, to the anticipation of the movement of the market and the various phases of the cycle in real estate in their home threads (the warehouse logistics shopping malls, floor tiles, corporate, hotels, banks, etc.).
A letter to the Manager
In addition to the market, in the brick, we have the funds for stocks that invest in the CRI and the LCI, and funds-of-funds (commonly known as the FoFs) that invest in both funds and in brick, and in the back of the paper, an interesting alternative for the diversification and outsourcing management.
Looking ahead, we see significant growth in this market. Factors such as the decommissioning of the assets, deleveraging, financial, and reduction in the cost of debt for companies, the sale of a private equity fund, the recycling of the portfolio, changes in the regulatory framework for pension funds, growth in the model, the distribution of the product (ex: XP, Guide, BTG, Digital), improving financial literacy, among others, will support the growth of this industry.
By the end of the process, “Education” (ie., Empiricus, Suno, and Eleven), investors are individuals, along with the increase of the transparency of the management of resources is essential to the development of the Industry, in tandem with developments in the law.
See you soon!
