BTLG11: Price Today, What It Is and Everything About the Fund

BTLG11: current price and P/BV

BTLG11 (BTG Pactual Logística Real Estate Investment Fund) trades on B3 during the trading session (10:00 a.m. to 5:55 p.m. Brasília time). The price shown on this page is updated in real time and reflects the last trade of the day. On June 9, 2026, the unit closed at R$ 102.18.

The book value (NAV) per unit stands at R$ 102.51 (reference Mar/2026), resulting in a P/BV of 1.00 — parity to net assets. The market prices the fund at exactly what it is worth, with no discount or premium. Historically, BTLG11 has ranged between an all-time high of R$ 132.71 (January 2020, in the pre-COVID boom) and an all-time low of R$ 47.17 (July 2016, still as TRXL, before BTG management). Over the last 12 months (Jun/2025 to Jun/2026), the range stayed between R$ 95 and R$ 105 — low volatility, typical of a high grade logistics REIT with stable contractual revenue.

What is BTLG11?

BTLG11 is the largest real estate investment fund in Brazil's logistics segment. It started as TRXL (TRX Logística), a small single-tenant fund with R$ 180 million in net assets, which was transformed by BTG Pactual starting in June 2019. With 15 unit offerings, four REIT absorptions (Bluecap, V2 Properties, SARE11 and others) and more than R$ 1.3 billion in divestments above appraisal, the fund reached 2026 as the leading vehicle for exposure to Brazilian logistics available to the individual investor on B3.

Full name: BTG Pactual Logística Real Estate Investment Fund. CNPJ: 11.839.593/0001-09. The administrator and manager are BTG Pactual Serviços Financeiros S.A. DTVM and BTG Pactual Gestora de Recursos, respectively. The fund currently has 476,000 unitholders, 53.3 million units and R$ 5.46 billion in net assets.

Which properties are part of BTLG11?

BTLG11's portfolio consists of 34 logistics warehouses with an almost exclusive focus on São Paulo: 92% of the GLA (Gross Leasable Area) is in the state, with 38% within a 30 km radius of the capital and another 38% within a 60 km radius — meaning practically the entire portfolio sits at the heart of Brazil's main logistics hub. The total GLA is 1.44 million sqm, spread across high-standard logistics condominiums (AAA) with high ceilings, a number of docks suited to large-scale operations and sustainability certifications.

The properties are occupied by first-class tenants: Assaí, DHL, Unilever, Amazon, Mercado Livre, Nestlé, Braskem, BRF, Ceva, Luft and Shopee are among the main ones. The contracts are of the atypical and standard type, with 97% indexed to the IPCA and a WAULT (weighted average unexpired lease term) of 5 years, which ensures revenue predictability in the medium term.

Net-asset allocation

  • 95.1% in income properties (direct + SPE)
  • 13% in cash / Government Bonds / Fixed Income
  • 6.6% in units of other REITs

Manager, fees and indicators of BTLG11

BTG Pactual Gestora de Recursos took over the fund in June 2019 and transformed it into one of the most sophisticated REITs on B3 in terms of active management. The model includes annual recycling of 12-15% of the portfolio (selective divestments and reinvestment into more profitable assets), opportunistic absorptions of smaller REITs and direct participation in real-estate developments. Total return since management began is 94.58%, above the main benchmarks of the period.

In terms of costs:

  • Administration fee: 0.90% per year on market value — competitive for the fund's size, in line with HGLG11 (0.90%) and below BRCO11 and VILG11 (1.00%)
  • Performance fee: none — BTLG11 is one of the few large REITs with no performance fee
  • ADTV (average daily volume): R$ 16.4 million — among the 5 most liquid REITs on B3

Key figures in June 2026:

  • Net Assets: R$ 5.46 billion
  • Properties: 34 logistics warehouses
  • Total GLA: 1.44 million sqm
  • Financial vacancy: 2.9%
  • LTV (leverage): 3.2%
  • WAULT: 5 years
  • Unitholders: 476,000

BTLG11 or HGLG11: which to choose?

BTLG11 and HGLG11 are the two largest logistics REITs on B3 and are frequently compared. Both have AAA warehouse portfolios in São Paulo, quality tenants and active management. The main differences are strategic: HGLG11 has a more conservative profile, with less recycling and greater DPS stability; BTLG11 has a more active profile, with more aggressive historical DPS growth (16% CAGR vs ~8% for HGLG11) but with more variation over time.

For those prioritizing dividend growth, BTLG11 has the best track record. For those prioritizing maximum stability, HGLG11 is a more conservative choice. The two complement each other well in a diversified portfolio of logistics REITs — each with characteristics the other lacks. For dividends and a full analysis of BTLG11, see the dedicated pages on this site.

Frequently asked questions

What is BTLG11's price today?

BTLG11's price is updated in real time during the B3 trading session (10:00 a.m. to 5:55 p.m. Brasília time). On 06/09/2026, the last close was R$ 102.18. Track the live value at the top of this page.

Is BTLG11 cheap or expensive?

With a P/BV of 1.00 (unit at R$ 102.18 vs book value of R$ 102.51), BTLG11 trades at parity to net assets — no discount or premium. The DY of 9.45% and the history of dividend growth support the current valuation.

How many properties does BTLG11 own?

BTLG11 owns 34 logistics warehouses with total GLA of 1.44 million sqm, 92% of it in the state of São Paulo. Its tenants include Amazon, Mercado Livre, DHL, Assaí and other multinationals.

What is BTLG11's CNPJ?

BTLG11's CNPJ (BTG Pactual Logística REIT) is 11.839.593/0001-09. The fund was originally created as TRXL and renamed after BTG Pactual took over management in June 2019.

Who is BTLG11's manager?

BTLG11's manager is BTG Pactual Gestora de Recursos, which took over the fund in June 2019. Since then, it has grown net assets from R$ 180 million to R$ 5.46 billion, with a 16% p.a. CAGR in dividends.

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