HTMX11 — FII Hotel MaxInvest

Hotel MaxInvest FII — B3's oldest hospitality fund (established Feb 13, 2007 — 19 years), CNPJ 08.706.065/0001-69. 17 hotels with 724 room units (UHs) in São Paulo (Blue Tree Faria Lima wound down May/2026). Divestment cycle with 624 room units sold + acquisition pipeline following the 16th offering.

Segment: Brick · Hotels · medium quality · Price R$ 135.61 · P/BV 0.9149 · BV/unit R$ 148.23 · Net assets R$ 428 Mi · 33,399 unitholders · 17 assets

What is HTMX11

HTMX11 (FII Hotel MaxInvest) is a Brazilian REIT in the Brick · Hotels · medium quality segment. Hotel MaxInvest FII — B3's oldest hospitality fund (established Feb 13, 2007 — 19 years), CNPJ 08.706.065/0001-69. 17 hotels with 724 room units (UHs) in São Paulo (Blue Tree Faria Lima wound down May/2026). Divestment cycle with 624 room units sold + acquisition pipeline following the 16th offering.

Owner of São Paulo hotels operated by Ibis and Novotel brands, distributing daily room revenues as monthly income — the exchange's only hospitality fund with nearly 20 years of history. Note: income fluctuates significantly across months, and there is a risk of losing tax benefits that could reduce returns.

This page gathers the factual snapshot of HTMX11 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.

HTMX11 numbers in 2026

  • Net assets: R$ 428 Mi
  • Book value per share: R$ 148.23
  • Number of shareholders: 33,399
  • Assets in portfolio: 17
  • Gross leasable area: 724 hotel room units (UHs) across 17 hotels
  • Occupancy: 49.0%

Fees

  • Management Fee: 0,50% a.a.
  • Asset Management Fee: 0,20% a.a.
  • Advisory Fee: 0,30% a.a.
  • Performance Fee: 20% on real gains

Manager

Management: BTG Pactual Asset Management + HotelInvest.

BTG Pactual Asset Management is one of Brazil's largest FII houses, with R$ 30+ billion in real estate. HotelInvest (real estate consultant since inception) is a founding partner — the duo operates the country's largest hospitality portfolio: 57 hotels and ~4.2k rooms across 8 states via two FIIs (HTMX11 + others). They boast a 17-year track record in the sector, with InfoMoney/IBMEC awards (2017, 2019, 2023). The 16th offering (Nov/24) was priced at an 8.5% premium to book value — a sign that the manager viewed market timing as favorable to raise capital and expand.
  • Fundada em: 2008 (BTG) | 1999 (HotelInvest)
  • BTG Real Estate AuM: R$ 30+ billion
  • Hospitality Portfolio: 57 hotels | 4.2k rooms

See our analysis of BTG Pactual Asset Management + HotelInvest →

HTMX11 portfolio: what the fund invests in

AssetLocation% of NAVOccupancy
Ibis Sao Paulo MorumbiBerrini-Chucri Zaidan — São Paulo/SP100.0%
Novotel Sao Paulo MorumbiBerrini-Chucri Zaidan — São Paulo/SP100.0%
Ibis Styles Faria LimaItaim Bibi/Faria Lima — São Paulo/SP100.0%
Ibis IbirapueraVila Nova Conceição — São Paulo/SP100.0%
Estanplaza InternationalItaim Bibi — São Paulo/SP100.0%
Staybridge Suites Sao PauloItaim Bibi — São Paulo/SP100.0%
Intercity PaulistaJardins/Paulista — São Paulo/SP100.0%
Ibis Budget MorumbiBerrini-Chucri Zaidan — São Paulo/SP100.0%
Estanplaza FunchalItaim Bibi — São Paulo/SP100.0%
Double Tree by Hilton Sao Paulo ItaimItaim Bibi — São Paulo/SP100.0%
Ibis Sao Paulo CongonhasCongonhas — São Paulo/SP100.0%
Gran EstanplazaItaim Bibi — São Paulo/SP100.0%
Estanplaza BerriniBerrini — São Paulo/SP100.0%
Innside by Melia Sao Paulo IguatemiItaim Bibi — São Paulo/SP100.0%
Estanplaza IbirapueraMoema — São Paulo/SP100.0%
Ibis Budget JardinsJardins — São Paulo/SP100.0%
Intercity Premium Nações UnidasBerrini — São Paulo/SP100.0%
Ibis Sao Paulo PaulistaJardins/Paulista — São Paulo/SP100.0%
Blue Tree Faria LimaItaim Bibi/Faria Lima — São Paulo/SP100.0%
Estanplaza Nações UnidasBerrini — São Paulo/SP100.0%
Park Inn by Radisson BerriniBerrini — São Paulo/SP100.0%
Intercity Premium IbirapueraVila Nova Conceição — São Paulo/SP100.0%
Wyndham Sao Paulo PaulistaJardins/Paulista — São Paulo/SP100.0%
Wyndham BerriniBerrini — São Paulo/SP100.0%
Melia Jardim EuropaJardins — São Paulo/SP100.0%
Ibis Budget PaulistaJardins/Paulista — São Paulo/SP100.0%
Comfort Nova PaulistaJardins/Paulista — São Paulo/SP100.0%

Concentration and diversification

HHI 0.1396 — moderada.

BreakdownShare
By stateBerrini-Chucri Zaidan 51.9% · Itaim Bibi 13.3% · Itaim Bibi/Faria Lima 6.7% · Vila Nova Conceição 4.7% · Jardins/Paulista 3.7% · Berrini 2.7%

Price, P/BV and book value

HTMX11 trades at an 8% discount to its book value of R$ 149.74 (Mar/2026). This is not a heavy discount — the fund is trading near book value. By comparison, BTHI11 (its direct peer) trades at 0.69x.

last close R$ 135.61 · all-time low R$ 74.00 · high R$ 202.21 · book value per unit R$ 148.23.

Liquidity and trading

Average daily volume (21 sessions) of R$ 235,686 · 12-month average of R$ 540,868.

Moderate-to-low liquidity. Average volume of R$ 236k/day. A R$ 1M position takes ~21 trading days to exit without moving the price. During offering windows (such as Nov/2024), liquidity improves; post-offering, it returns to current levels.

HTMX11 track record

PeriodWhat happened
Fund Establishment (Feb/2007)Hotel MaxInvest FII is established on Feb 13, 2007 — B3's second hospitality FII, with a mandate to 'capitalize on the recovery of São Paulo's hotel market' through the sale and leasing of rooms in city hotels.
Start of the divestment cycleIn Aug/2011, the fund initiates a divestment cycle — selling rooms to realize real estate appreciation and distribute proceeds as extraordinary income to unitholders. Over the years, it sold 985 purchased rooms and ~528 rooms in the cycle through 2024.
Countercyclical acquisition phase (2016/2019)In 2016 and 2019, amid a slow real estate market, the fund capitalizes on low prices to acquire select apartments to add to its portfolio, anticipating a recovery.
Pandemic shock — DPU drops near zeroThe COVID-19 pandemic severely impacts the hospitality sector. RevPAR plummets, occupancy falls below 25%, and the fund distributes mere pennies per month. NAV drops and unit prices hit R$ 74 (Mar/2022 — historical low).
PERSE (Apr/2022) — tax reliefLaw 14,148/22 establishes PERSE — exempting the events and tourism sector from PIS/COFINS, IRPJ, and CSLL taxes. Hotels quickly recover operating margins. Distributions resume growth.
Extraordinary distribution — year-end salesDec/2023: distribution of R$ 3.25/unit (vs ~R$ 0.70 sustainable). A semi-annual room-sale pattern that repeated in Dec/2024 (R$ 3.94).
16th Offering — R$ 250M raisedIn Nov/2024, the fund completes its 16th offering at R$ 145.14/unit + 3.80% fee = R$ 150.66/subscription price. An 8.50% premium over the prevailing book value (R$ 133.77). 1,722,475 units issued plus additional allotment. Total units jump from 1,504,334 to 2,888,094.
Novotel Morumbi acquisition (R$ 106.6M) and Ibis Budget Morumbi (R$ 8.8M)Using offering proceeds (R$ 216M in Dec/24), the fund executes the first pipeline acquisitions: 189 units of Novotel Morumbi (cap rate ~12%, 2024) and 230 units of Ibis Budget Morumbi. Ibis Morumbi and Ibis Ibirapuera from the original pipeline remain to be executed.
PERSE Risk — judicial challenge to terminationIn Mar/2025, the Federal Revenue Service signals the end of PERSE starting Apr/2025. Hotel operators file lawsuits to maintain the benefit until Aug/2027. The dispute remains sub judice in 2026 — posing a risk of higher tax burdens on the sector.
Sustained room-sale paceIn 2025/2026, the fund continues selling rooms (608 units sold in the cycle through Feb/26, R$ 46.38/unit amortized). DPU oscillates between R$ 0.80 and R$ 1.80 depending on monthly sales volume. Dec/25: R$ 1.25; Jan/26: R$ 1.00; Feb/26: R$ 1.20; Mar/26: R$ 1.20.

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