Fundos de Real Estate | Comentário do Gestor de Maio

May was marked by the continued widening of spreads in the mortgage market, in an environment of high interest rates and greater investor selectivity. Even so, BTG Asset's credit funds remained focused on originating new transactions, actively managing portfolios, and making opportunistic allocations, taking advantage of more attractive return levels. In the real estate segment, fundamentals remain positive. In logistics, low vacancy rates and commercial advances reinforce asset quality and revenue predictability. In the corporate market, demand for high-end offices remains strong, driving rent revisions and new leases to record levels. In the hotel and shopping mall sectors, operational activity remains resilient, benefiting from the events calendar, sales growth, and increased consumer traffic. In this episode, Fernando Crestana, partner in the real estate area of ​​BTG Pactual Asset Management, and Eduardo Pedrosa, manager of the Corporate Offices and Shopping Centers strategies, present the main highlights of real estate investment trusts (REITs) in May, addressing credit, funds of funds, logistics, corporate office spaces, hotels and shopping malls, as well as the main movements and perspectives for the coming months. 00:00: Introduction CRI and Structured Funds 00:12: BTCI11 and CLIN11 00:57: BTIR11 01:44: BTDI11 02:25: BTYU11 FoF and Hedge Funds 03:02: BTHF11 04:03: BTME11 04:33: Hotels 04:58: HTMX11 05:18: BTHI11 05:43: BTHP11 Logistics 05:58: BTLG11 07:22: BTLC11 08:17: BTLP11 08:56: BTLA11 Corporate Offices 10:07: BRCR11 Shopping Malls 11:09: BPML11 Want more content like this? Follow the BTG Asset channel on YouTube and see you in the next video! _________________________________ Subscribe to the channel and activate the notification bell so you don't miss any news. FOLLOW US ON SOCIAL MEDIA: LinkedIn: https://l.btgpactual.com/4nUr0zu WhatsApp: https://l.btgpactual.com/46GhkRY Spotify: https://l.btgpactual.com/42IpsjI