RPRI11 — RBR Premium Recebíveis Imobiliários FII

High-grade IPCA+ paper fund (Brazilian REIT-style fund) originated by RBR Asset (2022) and acquired by Patria Investimentos in Feb/2026, following the purchase of RBR Gestão de Recursos. Reorganization CONVOKED (Material Fact Notice ID 1298559, Aug 21, 2026): sale of all assets to PCIP11 at book value, replacement of administrator INTRAG with Apex Group, and liquidation of RPRI11 — formal consultation open until Sep 18, 2026. Funds involved: PCIP11, RBRR11, VCJR11.

Segment: Paper — High-Grade CRI (Multicategory IPCA+) · Price R$ 71.44 · P/BV 0.7188 · BV/unit R$ 99.39 · Net assets R$ 345 Mi · 4,588 unitholders

What is RPRI11

RPRI11 (RBR Premium Recebíveis Imobiliários FII) is a Brazilian REIT in the Paper — High-Grade CRI (Multicategory IPCA+) segment. High-grade IPCA+ paper fund (Brazilian REIT-style fund) originated by RBR Asset (2022) and acquired by Patria Investimentos in Feb/2026, following the purchase of RBR Gestão de Recursos. Reorganization CONVOKED (Material Fact Notice ID 1298559, Aug 21, 2026): sale of all assets to PCIP11 at book value, replacement of administrator INTRAG with Apex Group, and liquidation of RPRI11 — formal consultation open until Sep 18, 2026. Funds involved: PCIP11, RBRR11, VCJR11.

Lends money to dozens of companies backed by real estate collateral via inflation-linked CRIs and distributes the interest received as income exempt from Brazilian income tax. Note: Patria has already CALLED a unitholder meeting (consultation through Sep 18, 2026) to sell all assets to PCIP11 at book value, exchange your units for PCIP11 units, and liquidate RPRI11 — and failure to report your acquisition cost to the new administrator (Apex Group) may result in higher income taxes.

This page gathers the factual snapshot of RPRI11 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.

RPRI11 numbers in 2026

  • Net assets: R$ 345 Mi
  • Book value per share: R$ 99.39
  • Number of shareholders: 4,588

Fees

  • Management + Administration Fee (Global): 1,6% a.a.
  • Performance Fee: Não há
  • Custody Fee: 0%

Manager

Management: Patria Investimentos (Real Estate).

Patria is Brazil's largest independent FII manager and one of Latin America's largest alternative asset managers, with 37+ years of operations. In Feb/2026, Patria took direct control of RBR Gestão de Recursos, absorbing RBR Asset's senior team and its funds (RPRI11, RBRR11, and other vehicles). RBR, founded in 2013 and led by Renato Chapchap, built a solid reputation in high-grade paper and brick-and-mortar FIIs (RBRR, RBRP, RBRY, etc.) — technical expertise is preserved within the new structure. Management of Patria's high-grade IPCA+ platform also includes PCIP (consolidation of CVBI/PLCR/BARI in 2025) and VCJR (acquired in Jul/2025). Risk: the announced strategy to potentially consolidate the 4 FIIs may trigger unit swaps and risk profile shifts, though justified by cost reduction and economies of scale.
  • Sob gestão: R$ 38B (RE) | R$ 289B (total)
  • Listed FIIs: 30+ na B3
  • RBR Acquisition: Fev/2026

See our analysis of Patria Investimentos (Real Estate) →

RPRI11 portfolio: what the fund invests in

96% in CRIs / Structured Operations, 94% IPCA+, 3 CRIs on watchlist (12.1% of NAV), MTM rate IPCA+11.4% p.a. — imminent consolidation general unitholders' meeting

AssetLocation% of NAVOccupancy
Casas AAA FII (Structured Operation)7.4%
Windsock CRI9.8%
Tarjab Altino IPCA CRI6.6%
CRI Intecom5.7%
MRV IV Portfolio CRI (Series III)5.3%
CRI Landsol4.7%
MK IPCA II Pulverized CRI6.3%
Yuca Augusta I CRI4.4%
Paes & Gregori Itaim CRI3.8%
CRI SKR4.3%
CRI Cury4.2%
CRI CB II3.3%
CRI Órigo3.6%
CRI FGR3.1%
CTA II FII (Structured Operation — formerly Mora CRI)0.8%
Remaining 18 CRIs (each <2.5% of NAV)30.3%

Concentration and diversification

HHI 0.045 — baixa.

BreakdownShare
By stateSão Paulo (SP) 51.1% · Pulverized (multi-state) 27.4% · Minas Gerais (MG) 5.4% · Ceará (CE) 6.9% · Goiás (GO) 3.4% · Paraíba/SP 5.8%
By indexIPCA 91.0% · CDI 9.0%

Price, P/BV and book value

last close R$ 71.44 · all-time low R$ 75.99 · high R$ 103.8 · book value per unit R$ 99.39.

Liquidity and trading

Average daily volume (21 sessions) of R$ 600,000 · 12-month average of R$ 400,000.

Liquidez baixa-média. Posições R$ 5 Mi exigem escalonamento. Eventual consolidação pode dobrar/triplicar o ADTV.

RPRI11 track record

RPRI11 delivered 4 years of consistent management under RBR: a prudently constructed portfolio (average LTV consistently 55–60%, focus on São Paulo, robust collateral), zero leverage, and a payout close to 100% of cash earnings. In Feb/2026, it entered a new phase under Patria's management, bringing promises of operational improvements and an explicit roadmap for a potential consolidation with RBRR, VCJR, and PCIP. The sensitive point is that 2 CRIs on the watchlist (Tarjab Altino and Mora) and the Casas AAA structured transaction represent ~15% of net assets — real risk factors that Patria must address in the coming quarters.
PeriodWhat happened
IPOEstablishment as a High-Grade CRI FII focused on IPCA+.
CONSTRUÇÃOInitial allocation period. Portfolio built with high-quality IPCA+ CRIs.
DEFLAÇÃO TÉCNICAInflation decelerates (from ~10% to ~3.5% p.a.). DPS declines proportionally.
ESTABILIDADEMatured portfolio. Stable distribution regime of R$ 1.05/unit for 8 consecutive months.
PRESSÃO IPCASelic rising + inflation accelerating again. DPS rises to a peak of R$ 1.20.
TROCA DE GESTÃOPatria acquires a controlling stake in RBR Gestão de Recursos and absorbs RPRI11.
PRIMEIRO RG SOB PATRIAPatria publishes its first full Management Report and announces a consolidation assessment.

Continue on RPRI11