SPXS11 — SPX Real Estate Multiestratégia FII

Formerly SPX SYN Multiestratégia (renamed in Aug/2025). Established as Brick 90 in Jul/2021 and transferred to SPX in May/2022. CNPJ 43.010.543/0001-00.

Segment: Multi-strategy / Multi-category (CRI-heavy) · Price R$ 7.44 · P/BV 0.7915 · BV/unit R$ 9.4 · Net assets R$ 190 Mi · 20,204 unitholders

What is SPXS11

SPXS11 (SPX Real Estate Multiestratégia FII) is a Brazilian REIT in the Multi-strategy / Multi-category (CRI-heavy) segment. Formerly SPX SYN Multiestratégia (renamed in Aug/2025). Established as Brick 90 in Jul/2021 and transferred to SPX in May/2022. CNPJ 43.010.543/0001-00.

SPX FII (BTG Pactual administrator) with 72% of net assets in residential development CRIs (CDI+/IPCA+ mix), 13% in FII units, and 13% in cash. Note: 3rd offering of up to 1.79M new units announced in Jul/2026 — restricted to qualified investors, up to 180-day period.

This page gathers the factual snapshot of SPXS11 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.

SPXS11 numbers in 2026

  • Net assets: R$ 190 Mi
  • Book value per share: R$ 9.4
  • Number of shareholders: 20,204

Fees

  • Management Fee: 0,80% a.a.
  • Performance Fee: 20% of excess return
  • Custody Fee: 0%

Manager

Management: SPX Real Estate Gestão de Recursos.

SPX is one of Brazil's most respected asset management firms, founded by Rogério Xavier (formerly of Banco Pactual) in 2010. Its real estate vertical — now SPX Real Estate Gestão de Recursos (renamed in 2025; formerly 'SPX SYN') — has managed SPXS11 since May/2022 with a multi-strategy mandate. Management fee of 0.80% p.a. (below the median) and a performance fee based on IPCA + IMA-B — a structure aligned with unitholders, though it reduced distributed DPU in Jan/Feb/Apr 2026. Administration by BTG Pactual adds operational solidity.
  • CNPJ: 42.617.367/0001-07
  • SPXS Assets: R$ 190,7 Mi
  • Management Fee: 0,80% a.a.

See our analysis of SPX Real Estate Gestão de Recursos →

SPXS11 portfolio: what the fund invests in

Portfolio: 72% development CRIs, 13% FII units, 2% real estate equities, 13% fixed income cash (Jun/26).

AssetLocation% of NAVOccupancy
Development CRI Portfolio (24+ operations)72.1%
FII Unit Portfolio (Tactical FoF)13.2%
Real Estate Equities Portfolio2.0%
Cash in Fixed Income Funds13.0%

Concentration and diversification

HHI 0.59 — alta.

BreakdownShare
By stateBrazil (National CRIs — without granular disclosure) 100.0%
By indexCDI 47.0% · IPCA 53.0%

Price, P/BV and book value

last close R$ 7.44 · all-time low R$ 7.10 · high R$ 10.30 · book value per unit R$ 9.4.

Liquidity and trading

Average daily volume (21 sessions) of R$ 522,339 · 12-month average of R$ 700,000.

Moderate liquidity: 2026 average of R$ 522k/day. June was weaker (R$ 299k/day) — a seasonal pattern. Positions of R$ 100k clear in <1 business day; R$ 1M takes ~5 days. Suitable for retail investors and accounts up to R$ 1M.

SPXS11 track record

Solid trajectory since IPO in Aug/2022: SPX delivered a DPU above the CDI, net income of R$ 13→R$ 30M (2024-2025), and disciplined allocation in CDI+ CRIs. 1:10 split in 2023 expanded liquidity — today at 20 thousand unitholders. In Jan/2026, the performance fee (outperforming the target in 2025) reduced distributable DPU by ~15% in the affected months (Jan/Feb/Apr). The fund performs well, but the DPU floor during the performance window is lower and declining Selic rates compress revenue over a 12m horizon.
PeriodWhat happened
CONSTITUIÇÃOFund established by BTG Pactual as 'Brick 90' (dormant structure, no subscribed units).
ADESÃO DA SPXFund is renamed 'SPX SYN Multiestratégia' and management passes to SPX Gestão de Recursos.
IPO1st public offering: 2 million units at R$ 100/unit (R$ 200M). Coordinated by XP + Genial.
2ª EMISSÃOAdditional fundraising of R$ 77.7M (780,708 units at R$ 99.55) fully subscribed.
DESDOBRAMENTO 1:10Units split 10-for-1 (from ~R$ 100 to ~R$ 10). Unitholders jump +22% in the month.
ESTABILIZAÇÃOStable DPU year between R$ 0.091 and R$ 0.101 with progressive allocation in CRIs.
REBRAND + CICLO POSITIVORenamed to SPX Real Estate. Net income +125% vs 2024 (R$ 29.7M).
TAXA DE PERFORMANCEPerformance fee collection compresses DPU in 3 of the first 4 months of the year.

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