I believe you already know that Warren now has a real estate fund, the Warren Securities (WSEC11).
The fund invests in financial instruments backed by the real estate sector (such as CRIs) and in other real estate funds.
When we launched WSEC11, we prepared content bringing together several reasons for you to consider investing in the fund — and below I will resume them for you.
And today I’m going to give you one more good reason: the fund has already started distributing monthly dividends.
Its first distribution, in November, was R$ 0,90. The last one was from R$ 1,00due to the increase in cash flow from assets allocated in the fund’s portfolio.
FIIs are highly sought following by people seeking monthly income from real estate without necessarily having a property in their name.
For purposes of comparison between the advantage of acquiring a property to profit from rent versus invest in a FII, let’s take a rent of R$ 2,500.00 as an example.
A BRL 500,000 property in a well-located region generates around 0.5% per month of its rental value, which would yield BRL 2,500 per month.
Investing in WSEC11, considering the monthly dividend of BRL 0.90, you would receive BRL 2,500.00 by purchasing 2778 shares at their IPO value, which totals BRL 278,000.00.
And you are freed from all the implications of owning a property.
Cool, isn’t it?
The product draws attention for paying dividends higher than the industry average (paper real estate funds) and also for owning one of the best Dividend Yield in the industry.
The dividend yield is an indicator that determines how much an asset pays in dividends, compared to the asset’s quotation. That is, how much the investor received in relation to the price paid for the asset.
There are other reasons why real estate funds can be an attractive investment option. I highlight the main ones:
Diversification
Real estate funds allow investors to access a wide range of real estate and related assets, such as commercial, residential and mixed-use buildings, mortgages, which can help diversify one’s investment portfolio.
passive income
Real estate funds can generate passive income through their recurring payment of dividends, through the leasing of properties they own or cash flow from real estate receivables.
Upside potential
Assets can increase in value over time, which can provide upside potential for real estate fund investors.
Ease of investment
Real estate funds allow investors to access a wide range of properties and real estate assets without the need to acquire them individually, which can be a complex, expensive and laborious process.
Several advantages, right?
And there are also the benefits that only Warren Securities can guarantee for you, such as Warren’s experience in the market real estate.
Over the past two years, Warren’s Capital Markets area closed nearly BRL 2 billion in deals in the real estate and infrastructure sectors.
And there is also the active management of Warren Asset. Through it, we guarantee changes in the fund’s strategy whenever it is opportune for shareholders.
Therefore, experience in fund management joins innovation and technology to generate opportunities for diversification in the real estate market, delivering Warren Securities to you.
The result is a solid strategy, with a careful selection of assets that prioritize robustness, liquidity and security, bringing opportunities for profitability.
A portfolio with products pegged to inflation and the CDI, thus protecting part of the assets from devaluation brought regarding by inflation and seeking returns higher than the CDI.
However, it is important to remember that real estate funds, like any other investment, involve risks and are not suitable for all investors.
It is important to make a careful assessment of your own financial needs and circumstances before investing in any type of fund.
Are you interested in investing in the Warren Securities fund but do you have any questions? Leave your details and one of our specialists will contact you.
Recommended contents:
This content is informative in nature and should not be understood as a recommendation for any investment or allocation suggestion by the recipients. The financial assets and/or investment portfolios discussed in this material may not be suitable for all investors, as the investment objectives, financial situation and needs of each investor may vary. In order to evaluate the performance of an investment fund, it is recommended to analyze a period of at least 12 (twelve) months. Investment funds are not guaranteed by the administrator, the manager, any insurance mechanism or the Fundo Garantidor de Crédito – FGC. Past performance is no guarantee of future profitability. The reported profitability is not net of taxes. Please read the prospectus, supplemental information form, key information sheet and bylaws before investing.
