Yesterday morning (May 9th), SiiLA was invited to
participate in a panel discussion on Real Estate Investment Funds (REITs) and
the scenario of the commercial real estate market. The event was organized by
Levante Corp and also had the support of Tellus Investimentos Imobiliários,
which has just completed 15 years.The rooftop of the Torre Sul building, a
Class A+ property located in the Berrini region, was chosen to host the event.
Felipe Sousa, consultant and specialist in REITs, was the moderator of the panels. The
first panel had as its theme the macro and political scenario of the country
and featured the participation of
João Paulo Germanos (Partner Manager at
Tellus) and Luis Nuin (Head of Research at Levante Ideas).
During the panel,
much was said about the current market scenario, with a macro view, but also
specifically about real estate funds and the segments that are emerging in the
sector.
"We need to be aware of the sectors and subsegments of the market
and their needs. We view the industry's growth and these new segments with
optimism... we remain optimistic about income funds and development
funds," said João Paulo of Tellus.
Continuing the event, it was
Daniel Takase's turn (Head of Offices and Mixed-Use at Tellus), together with João
Paulo, to talk about the topic of funds with Felipe as moderator.During the
conversation, everyone said they were optimistic about the market. Felipe Sousa
even highlighted the growth in the number of investors for the REITs segment.
"Brazil
has gained 400,000 new investors in real estate funds... the ease of
understanding the dynamics and operation of a real estate fund makes it easier
for individual investors to invest," Felipe added.
The last panel had as
its agenda the scenarios for offices and logistics warehouses and featured
the participation of
Giancarlo Nicastro (CEO of SiiLA) and Daniel Takase.
At the
beginning, Giancarlo brought his view of the office sector of the São Paulo
market.
"São Paulo cannot be analyzed as a whole, there are several
distinct realities within this market." On the panel, the CEO of SiiLA
specifically talked about some CBD regions of the city, such as Avenida
Paulista. "The Paulista region benefits from its location. However, the
assets in the region, for the most part, end up being very old," added
Nicastro.
At the end of the panel, Giancarlo gave a brief insight into logistics
condominiums and the market concentration in the southwest of the country,
specifically in the state of São Paulo.In addition, perhaps the term that the
logistics sector is talking about the most, the last mile, was not left out of
the conversation. "The last mile is the evolution of logistics
condominiums. In e-commerce, whoever sells cheaper and delivers faster wins...
that's why many of the big retailers are investing in this," concluded the
CEO.
Want to know more about the commercial real estate market? Keep following
SiiLA on social media and send your story ideas to us! Write to
comunicacao@siila.com.br.