cy.search
Internal Research and Applied Economics team that transforms data and trends into strategic knowledge. Supports the firm's specialists with relevant insights and diagnostics that directly contribute to decision-making and the development of investment theses.
REITs and the Retirement Plans of Brazilian Investors
This report discusses the impact of Real Estate Investment Funds (FIIs) as an option to enhance investment diversification with a focus on retirement. The material is based on a survey conducted by ANBIMA on the behavior of Brazilian investors and their awareness of financial planning. It analyzes investors' perceptions of FIIs as a source of recurring income and a viable alternative for building passive income for the future.
Occupancy Diagnosis in the State of São Paulo – Sectors and Regions
We analyzed the formation of sectoral clusters in the occupancy of logistics condominiums in the state of São Paulo, identifying operational patterns. The study showed that the logistics warehouses closest to the capital concentrate companies focused on the storage and distribution of products intended for more immediate consumption, while the more distant submarkets tend to concentrate sectors such as durable goods. The maps presented in the report highlight the submarkets where these sectors occupy the largest leased areas.
More Apartments than Houses? Verticalization in the City of São Paulo
This study examines the level of verticalization in the city of São Paulo compared to other capitals. Although it is the largest capital in the country in both economic and population terms, its level of verticalization is in the mid-range. The study also identifies greater verticalization in areas with higher household income. Additionally, it consolidates laser mapping data of the city to characterize building heights. The map presented in the report highlights major differences between neighborhoods.
Competitive Landscape: Brazil
What changes has the logistics warehouse market undergone in recent years? This study contextualizes the Brazilian market in relation to the rest of the world, analyzing the construction volume in selected countries. The document also investigates the main players responsible for warehouse deliveries in recent years, as well as the current stock under construction in the country.
Savings as Funding for Real Estate Financing: For How Long?
The savings account is the main source of funding for real estate credit in Brazil. However, the continuous withdrawals from this investment type, combined with a high interest rate environment, may be changing the dynamics of credit origination. This study identifies other variables that may have contributed to the decline in savings inflows. Among the key points are the rise of fintechs and the growth of investment advisors, which may have shifted the interest of Brazilian investors toward less traditional and more profitable products, such as CDBs.
