HABT11 — Habitat Recebíveis Pulverizados FII

High-yield paper REIT (FII) with a granular portfolio of CRIs backed by fractional timeshares (48%), subdivisions (25%), and vertical developments (22%). Largest fund in the granular segment.

Segment: Paper - Granular CRI · Price R$ 65.2 · P/BV 0.691 · BV/unit R$ 94.35 · Net assets R$ 767 Mi · 56,349 unitholders

What is HABT11

HABT11 (Habitat Recebíveis Pulverizados FII) is a Brazilian REIT in the Paper - Granular CRI segment. High-yield paper REIT (FII) with a granular portfolio of CRIs backed by fractional timeshares (48%), subdivisions (25%), and vertical developments (22%). Largest fund in the granular segment.

A fund that lends money to dozens of developers and subdivision companies, distributing interest as monthly income adjusted by IPCA, Brazil's official inflation index. Be aware: several contracts are under reorganization or in delinquency, and the manager has not constituted an accounting provision — real risk of distribution cuts.

This page gathers the factual snapshot of HABT11 in 2026: what the fund is, what it invests in, what it charges, who manages it and how it got here. Opinion, score and recommendation live in the analysis; payout calendar and projections live in dividends.

HABT11 numbers in 2026

  • Net assets: R$ 767 Mi
  • Book value per share: R$ 94.35
  • Number of shareholders: 56,349

Portfolio composition

  • Multipropriedade: 48%
  • Loteamento: 25%
  • Vertical Development: 22%
  • Outros: 5%

Fees

  • Management and Administration Fee: 1,26% a.a.
  • Performance Fee: 20%
  • Administrator Change: Vortx → XP

Manager

Management: XP Vista Asset Management.

XP Vista Asset Management is the real estate fund manager within the XP Inc. ecosystem, managing over R$ 10 billion. HABT11 is the manager's flagship vehicle in high-yield granular CRIs, featuring a Core strategy focused on land subdivision, gated community, fractional timeshare, and vertical development receivables. Strengths: detailed quarterly asset monitoring reports, transparency regarding CRIs under restructuring (ZAVIT-MEDABIL, Solar das Águas), active role in renegotiations. Weaknesses: management and administration fees totaling 1.26% + 20% performance fee are expensive compared to peers; a closed ecosystem (XP manager + XP administrator + XP HABITAT FII XPHR as a HABT11 unitholder) reduces checks and balances; atypical positions such as investments in the LPLP15 REIT and XPHR account for 5.6% of NAV.
  • XP Vista AuM: R$ 10+ Bi
  • PL HABT11: R$ 777 Mi
  • Return since IPO: 275%

See our analysis of XP Vista Asset Management →

HABT11 portfolio: what the fund invests in

AssetLocation% of NAVOccupancy
CRI GAV GRAN GARDEN9.9%
GAV PORTO 2 LIFE CRI — Subordinated6.3%
GAV PORTO 2 LIFE CRI — Senior1.3%
INFINITY TMI CRI — Senior4.3%
INFINITY TMI CRI — Subordinated3.2%
POR DO SOL III CRI — Subordinated3.2%
POR DO SOL III CRI — Senior3.1%
CRI HOT BEACH YOU6.0%
GR GROUP CRI — Senior2.7%
GR GROUP CRI — Mezzanine1.8%
CRI CHATEAU DU GOLDEN3.5%
CRI IPIOCA II3.1%
CRI ALTA VISTA2.8%
CRI GR LOTEAMENTOS2.2%
SOLAR DAS AGUAS CRI — Senior2.2%
CRI LAREDO II1.9%
CRI OLIMPIA PARK RESORT1.9%
CRI VILA MARIANA1.7%
CRI RECEL1.7%
CRI RESERVA DO VALE1.6%
SKY DIADEMA CRI — Senior1.1%
SKY DIADEMA CRI — Subordinated0.3%
CRI SETAI1.3%
CRI VARANDAS PARK II1.3%
CRI JARDINS BOULEVARD1.3%
CRI CAPIVARI ECO RESORT1.2%
OCEAN BARRA CRI — Senior0.9%
OCEAN BARRA CRI — Subordinated0.2%
CRI GUARAPUAVA1.1%
CRI VILLA BELLA1.0%
CRI MORRO DA MATA0.9%
CRI BRDU0.8%
CRI VILA MADALENA0.8%
HOT BEACH SUITES CRI — Senior Mezzanine0.7%
CRI BUSSOLARO0.7%
CRI D URBANISMO0.6%
CRI WANDERLUST0.5%
CRI BRAVA SIXTEEN0.4%
CRI LEÃO DOURADO0.2%
CRI A&C LIMA0.1%

Price, P/BV and book value

Unit traded at a 25% discount to book value (nov/25 unit price). In feb/26, P/BV rose to 0.81 with unit price at R$ 77.30.

last close R$ 65.2 · all-time low R$ 64.01 · high R$ 130.81 · book value per unit R$ 94.35.

HABT11 track record

HABT11 grew from R$ 100M to R$ 777M over 6 years and delivered cumulative return of 275% since IPO (vs ~225% CDI and ~178% IFIX). The pulverized receivables strategy proved viable at scale. But the 2024-2025 cycle exposed the scars: CRIs under reorganization (ZAVIT, Solar das Águas), DPU cut from R$ 1.15 to R$ 0.95, P/BV at 0.75. This is not a breakdown, but rather a stress test of a real high-yield strategy.
PeriodWhat happened
CONSTITUIÇÃOEstablishment of Habitat Recebíveis Pulverizados FII by XP Vista, succeeding the HBTT11 track record.
INÍCIO OPERAÇÕESEffective start of operations on 07/29/2019. Base unit price R$ 100.00.
CRESCIMENTOMultiple offerings expanded assets from ~R$ 100M to R$ 700M+.
STRESS DE CRÉDITOZAVIT-MEDABIL CRI enters credit restructuring. Active monitoring initiated.
CORTE DE DPSRecurring DPU drops from R$ 1.15 (Apr-Jun/25) to R$ 0.95 (Sep/25 onwards). Solar das Águas CRI faces declared maturity by timeframe.
TROCA ADMINAdministration migrates from Vortx DTVM to XP Investimentos CCTVM to reduce fees. Unit price recovers to R$ 77.30.
ATUALJune/26 Management Report: cash at 12.54% (~R$ 96M), awaiting new Core allocations. DPU rose to R$ 0.97 (breaking a 9-month streak at R$ 0.95). June/26 net cash earnings: R$ 0.94/unit.

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