NAVT11 — Navi Imobiliário Total Return FII

Navi Imobiliário Total Return Fundo de Investimento Imobiliário Responsabilidade Limitada (CNPJ 35.652.252/0001-80). IPO on July 31, 2020. Partial spin-off in Nov/2023 (1,054,507 → 612,282 units, R$ 42M transferred to an open-ended multi-market fund [FIM Aberto] and NAVT2/IMOV). Total Return mandate: listed FIIs + CRIs + real estate equities with active management.

Segment: Multi-strategy / Total Return (FIIs + CRIs + Equities) · Price R$ 64.39 · P/BV 0.7651 · BV/unit R$ 84.16 · Net assets R$ 51,5 Mi · 2,182 unitholders

What is NAVT11

NAVT11 (Navi Imobiliário Total Return FII) is a Brazilian REIT in the Multi-strategy / Total Return (FIIs + CRIs + Equities) segment. Navi Imobiliário Total Return Fundo de Investimento Imobiliário Responsabilidade Limitada (CNPJ 35.652.252/0001-80). IPO on July 31, 2020. Partial spin-off in Nov/2023 (1,054,507 → 612,282 units, R$ 42M transferred to an open-ended multi-market fund [FIM Aberto] and NAVT2/IMOV). Total Return mandate: listed FIIs + CRIs + real estate equities with active management.

Small Total Return FoF whose management is transitioning from Navi Real Estate to Vinci Real Estate (manager acquisition announced on August 11, 2026, with completion expected by year-end 2026) — combining listed FIIs, high-grade CRIs (Brazilian real-estate receivables certificates), and long/short active management, delivering a dividend yield of ~13% and a P/BV of 0.84, though negligible liquidity (R$ 22k–30k/day) represents the primary structural risk. Watch out: cash earnings fell in May/2026, and reserves are being consumed to maintain distributions, while the change in command has not yet concluded.

This page gathers the factual snapshot of NAVT11 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.

NAVT11 numbers in 2026

  • Net assets: R$ 51,5 Mi
  • Book value per share: R$ 84.16
  • Number of shareholders: 2,182
  • Gross leasable area: No direct real estate ownership

Fees

  • Management Fee: 0,20% a.a.
  • Advisory Fee: 0,80% a.a.
  • Performance Fee: 20% over IPCA + IMA-B5
  • Custody Fee: Incluída

Manager

Management: Navi Real Estate Selection.

Navi Real Estate Selection - Administradora e Gestora de Recursos Financeiros (Av. Ataulfo de Paiva, 1100, Leblon/RJ — CNPJ 37.658.373/0001-64) is an asset manager specializing in real estate funds, registered with the CVM in Jan/2021 (Declaratory Act No. 18,360). The team originated from Navi Capital, a traditional multi-strategy asset manager based in Rio de Janeiro. NAVT11's track record is mixed: the fund has delivered a 64.3% return since its IPO (R$ 49.4 in distributions + capital appreciation — relative to an initial R$ 100). In 2026, management timed the market rally well (+33% YTD in unit price). Conversely, the 2023 spin-off signals investor discontent, and the use of short positions created a drag in 2024-2025. Auditor: KPMG (June 2024 and 2025).
  • CVM Registration: Jan/2021
  • PL NAVT11: R$ 54,5 Mi
  • Management Type: Active Total Return

See our analysis of Navi Real Estate Selection →

NAVT11 portfolio: what the fund invests in

Total Return portfolio: ~70% in listed FIIs (long/short) + 20% CRIs + 9% cash (ALOS3 position fully liquidated in Q1 26)

AssetLocation% of NAVOccupancy
XP Selection FoF7.9%
Vectis Juros Real FII7.6%
CRI Bari Securitizadora (0th/1st)8.5%
Pátria Logística FII6.0%
CRI Opea Securitizadora (0th/1st)6.2%
Pátria Securities FII5.7%
CRI Opea Securitizadora 328th/1st5.6%
VBI Prime Properties FII4.4%
Galapagos Recebíveis Imobiliários FII4.5%
Vinci Imóveis Urbanos FII5.3%
Vinci Credit Securities FII2.5%
Guardian Real Estate FII1.8%
Fator Verità Multistratégia FII3.6%
Capitania Securities II FII3.5%
Green Towers FII3.5%
RBR Prime Offices FII3.0%
BB Fundo de Fundos FII2.9%
Habitat Recebíveis Pulverizados FII2.6%
Kilima Volkano Recebíveis Imobiliários FII2.4%
JS Ativos Financeiros FII1.8%
JS Real Estate Multigestão FII1.7%
BRPR Corporate Offices FII1.9%
Riza Akin FII1.0%
Inter Logístico FII1.1%
RB Capital I FoF FII1.5%
RBR Plus Multistratégia FII2.8%
Polo Crédito Imobiliário FII0.4%
FII Succespar Varejo1.5%
Ourinvest JPP FII0.4%
Itaú Crédito Imobiliário IPCA FII0.2%
Kinea Renda Imobiliária FII (SHORT)-5.1%
TRX Real Estate FII (SHORT)-3.1%
TG Ativo Real FII (SHORT)-1.9%
Vinci Shopping Centers FII (SHORT)-1.7%

Price, P/BV and book value

Fund's P/BV.

book value per unit R$ 84.16.

Liquidity and trading

Average daily volume (21 sessions) of R$ 26,000 · 12-month average of R$ 30,000.

Extremely low liquidity — worse than 90% of FIIs on the market. Exiting R$ 100k takes 19 business days (~1 calendar month) without moving the price.

NAVT11 track record

NAVT11 launched in 2020 as an ambitious Total Return FII (R$ 102M with 1,054,507 units), but the Nov/2023 spin-off drastically reduced its size — 42% of assets exited via NAVT2 (liquidation through IMOV) or the open-ended multi-market fund (FIM Aberto). Remaining unitholders now hold units in a R$ 54.5M fund with a base of 2,302 investors. The current DPU regime is stable (R$ 0.75-0.85/month plus an extra December payment), but the fund has never regained meaningful trading liquidity (R$ 22-30k/day). The year 2026 brought a 33% YTD unit price rally — believers continue to be rewarded, but the structural history suggests the fund has settled into a niche where it functions as an informed retail product rather than an institutional vehicle.

PeriodWhat happened
Establishment and IPO
Stabilized management phase (2021-2023)
Partial spin-off — structural event
Post-spin-off and adaptation to Resolution 175

Continue on NAVT11