MCEM11 — Mérito Cemitérios FII

MÉRITO CEMITÉRIOS FII – REAL ESTATE INVESTMENT FUND WITH LIMITED LIABILITY — death-care mandate: cemeteries, crematoriums, and funeral services; CNPJ 46.157.247/0001-17

Segment: Death care / Public Concession — ANBIMA others segment · Price R$ 26.97 · P/BV 0.9694 · BV/unit R$ 27.82 · Net assets 95000000 · 228 unitholders

What is MCEM11

MCEM11 (Mérito Cemitérios FII) is a Brazilian REIT in the Death care / Public Concession — ANBIMA others segment segment. MÉRITO CEMITÉRIOS FII – REAL ESTATE INVESTMENT FUND WITH LIMITED LIABILITY — death-care mandate: cemeteries, crematoriums, and funeral services; CNPJ 46.157.247/0001-17

This page gathers the factual snapshot of MCEM11 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.

MCEM11 numbers in 2026

  • Net assets: 95,000,000
  • Book value per share: R$ 27.82
  • Number of shareholders: 228

Fees

  • Management fee: 1,20% a.a.
  • Performance fee: 20% over benchmark excess
  • Custodiante: Mérito DTVM Ltda.
  • Independent Auditor: BDO RCS Auditores

Manager

Management: Mérito Investimentos S.A..

Mérito Investimentos S.A. is MCEM11's manager and also controls the administrator via Mérito DTVM — a concentrated governance structure. The manager spearheaded the creation of a pioneering fund in the Brazilian funeral sector, but faces severe external obstacles (municipal bureaucracy) and internal obstacles (OTC delisting, distribution suspension). Communication with unitholders has been transparent regarding delays from the City of São Paulo, yet the OTC delisting in Jun/2026 represents a significant deterioration in the fund's profile.
  • Manager CNPJ: 15.632.652/0001-16
  • Administradora: Mérito DTVM Ltda. (41.592.532/0001-42)
  • Público-Alvo: Qualified Investors
  • Fund Inception: Out/2022
  • Contato RI: [email protected]
  • Telefone: (11) 3386-2555

MCEM11 portfolio: what the fund invests in

100% concentrated in the concession of 5 São Paulo cemeteries via SPE Consórcio Cortel SP — ANBIMA others segment multi-strategy fund

AssetLocation% of NAVOccupancy
SPE Consórcio Cortel SP (Voting + Non-Voting)São Paulo, SP98.9%
Mérito M01 FII1.1%

Price, P/BV and book value

last close R$ 26.97 · all-time low R$ 26.97 · high R$ 66.26 · book value per unit R$ 27.82.

Liquidity and trading

Average daily volume (21 sessions) of R$ 16,000.

Virtually nonexistent liquidity. With R$ 16k/day in average volume, exiting a R$ 100k position would take over 6 trading days. Any meaningful position is virtually impossible to liquidate without destroying the price. Even worse on the OTC market where price discovery is precarious.

MCEM11 track record

PeriodWhat happened
CRIAÇÃOEstablishment of MCEM11 — Brazil's first real estate fund (FII) with an exclusive death-care sector mandate.
OPERAÇÃO INICIALStart of operations with irregular distributions and construction of the cemetery base.
DIVIDENDO CUMULATIVOStart of the fixed cumulative distribution regime of R$ 0.67/month.
SUSPENSÃO DE DIVIDENDOSBreak: fund suspends distributions due to insufficient cash flow — City of São Paulo fails to approve maintenance fee.
TOMBAMENTO AO BALCÃOCritical event: compulsory migration from B3 to the OTC over-the-counter market.
CATALISADOR PENDENTEThe thesis's sole catalyst: approval of the maintenance fee by the City of São Paulo.

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