PCIP11 — Pátria Crédito Imobiliário Índice de Preços FII

Formerly VBI CRI (CVBI11) — renamed on Sep 24, 2025 following consolidation with PLCR11 and BARI11. CNPJ 28.729.197/0001-13. On Aug 21, 2026: General unitholders' meeting formally called to absorb RBRR11, VCJR11, and RPRI11 (combined net assets of ~R$ 4.9B).

Segment: Paper — High Grade IPCA+ CRI · Price R$ 72.2 · P/BV 0.781 · BV/unit R$ 92.45 · Net assets R$ 1,57 Bi · 113,625 unitholders

What is PCIP11

PCIP11 (Pátria Crédito Imobiliário Índice de Preços FII) is a Brazilian REIT in the Paper — High Grade IPCA+ CRI segment. Formerly VBI CRI (CVBI11) — renamed on Sep 24, 2025 following consolidation with PLCR11 and BARI11. CNPJ 28.729.197/0001-13. On Aug 21, 2026: General unitholders' meeting formally called to absorb RBRR11, VCJR11, and RPRI11 (combined net assets of ~R$ 4.9B).

Comprises over one hundred credit contracts with major corporations and distributes interest payments every month, with the portfolio almost entirely protected against inflation via IPCA. Note: the manager has called a general meeting to merge the fund with three others, creating a ~R$ 4.9B platform — the exchange ratio has not yet been disclosed.

This page gathers the factual snapshot of PCIP11 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.

PCIP11 numbers in 2026

  • Net assets: R$ 1,57 Bi
  • Book value per share: R$ 92.45
  • Number of shareholders: 113,625

Fees

  • Total Management Fee: 1,00% a.a.
  • Performance Fee: Não há
  • Custody Fee: 0%

Manager

Management: Pátria - VBI Securities.

Pátria Investimentos is one of Latin America's largest alternative asset managers, with +R$ 289B under management and operations across 4 continents. The Real Estate unit manages +R$ 38B across +30 listed real estate funds, making it Brazil's largest independent real estate fund manager. PCIP11 is the firm's primary high-grade IPCA+ paper vehicle, created through the consolidation of CVBI, PLCR, and BARI in August 2025. Management boasts a solid track record of 11.7% p.a. since its 2019 IPO (vs. IFIX 6.0%, CDI 9.5%, IMA-B 6.6%) and acted decisively by consolidating funds to reduce risk and increase liquidity. Commentary and watchlists are detailed, reflecting high transparency regarding distressed CRIs.
  • Assets under management by Pátria: +R$ 289 bi
  • Listed real estate funds (B3): +30 FIIs
  • Real Estate (Patria): +R$ 38 bi
  • PCIP IPO performance: +11,7% a.a.

See our analysis of Pátria - VBI Securities →

PCIP11 portfolio: what the fund invests in

Post-consolidation BARI+PLCR portfolio (Aug 2025): 107 CRIs + 4 structured ops + 8 real estate funds across 14 segments, 90% IPCA+

AssetLocation% of NAVOccupancy
cri-rp-gpa-fii5.4%
cri-airport-town4.8%
cri-cidade-matarazzo-b4.2%
cri-cogna-venancio3.3%
cri-bari-ipca-sr3.3%
cri-buriti2.8%
cri-cortel2.6%
cri-yduqs-rj2.6%
cri-visconde-icarai-b2.1%
cri-gsfi2.0%
cri-boa-vista2.0%
cri-cidade-matarazzo-a1.6%
cri-gtis1.6%
cri-fii-brasil-incorp1.6%
cri-bari-igpm-sr1.5%
cri-mateus-trx1.5%
cri-invert-c1.5%
cri-new-sun-sr1.4%
cri-figueiras-parque1.3%
cri-rosewood-ii1.3%
cri-fii-patria-health1.3%
cri-bari-ipca-sub1.2%
cri-salinas-premium-sr1.2%
cri-sao-benedito1.2%
cri-catuai-a1.2%
cri-catuai-b1.2%
cri-hot-beach-sr1.1%
cri-tocantins-ii1.1%
cri-carrefour1.1%
cri-brdu1.1%
cri-cortel-ii-sub-a0.5%
cri-cortel-ii-sub-b0.5%
cri-cortel-ii-sr-a0.4%
cri-invert-d0.6%
cri-invert-b0.5%
MVBI Renda Imobiliária3.1%
Guardian Real Estate1.3%
Vértice Multistratégia0.9%
MCRE FII0.9%
Hectare Recebíveis0.7%

Concentration and diversification

HHI 0.022 — baixa.

BreakdownShare
By stateSoutheast (São Paulo) 44.0% · Nordeste/Pulverizado 21.0% · Sul 7.0% · Centro-Oeste 7.0% · Norte 6.0% · Outros 15.0%
By indexIPCA 90.0% · CDI 6.0% · IGPM 2.0% · PreFixado 2.0%

Price, P/BV and book value

A P/BV of 0.92 reflects an 8% discount to the book value of R$ 93.16. For a post-consolidation high-grade IPCA+ FII, this pricing is consistent with peers (median 0.91).

last close R$ 72.2 · all-time low R$ 78.0 · high R$ 86.45 · book value per unit R$ 92.45.

Liquidity and trading

Average daily volume (21 sessions) of R$ 4,300,000 · 12-month average of R$ 4,400,000.

Good liquidity — among the top 10 credit FIIs in the market. A R$ 1M position can be exited in ~1 business day without moving the price; R$ 10M in ~12 days. Compatible with significant positions.

PCIP11 track record

PCIP11 (formerly CVBI11) has a consistent 7-year track record as a high-grade IPCA+ paper real estate fund. Performance since IPO of +11.7% p.a. (vs. IFIX 6.0%) demonstrates above-average execution. In 2025, Pátria executed the paper segment's largest structural move: consolidating 3 real estate funds (CVBI+PLCR+BARI) into a single R$ 1.58B vehicle, becoming the market's largest high-grade IPCA+ paper real estate fund. The consolidation brought real gains (top-10 concentration dropped from 48% to 30% of net assets, average rates increased), but also introduced inherited risks — notably the Cortel CRI (BARI) and the Invert/Gafisa CRIs (BARI). DPU retreated from R$ 1.05 to R$ 0.85, but accumulated reserves grew to R$ 0.40/unit, and the next frontier is a new consolidation with VCJR/RBRR/RPRI.
PeriodWhat happened
IPOLaunched as VBI CRI (CVBI11) raising R$ 83.5M at R$ 100/unit.
EMISSÕESSequence of 5 offerings expanding net assets to R$ 1B.
CONSOLIDAÇÃO MAT.Operational maturation and beginning of mark-to-market asset revaluations.
JUROS ALTOSSelic at 13.75% and portfolio growth via reallocation.
REPRECIFICAÇÃOMark-to-market pressure on IPCA+ CRIs amid an opening yield curve.
CONSOLIDAÇÃO BARI+PLCRLargest structural event in the fund's history — consolidation of the 3 Pátria paper real estate funds.
MARCO PCIPOperational stabilization and active management of the consolidated portfolio.

Continue on PCIP11