TOPP11 — RBR Top Offices FII

Prime corporate office fund in São Paulo. Two assets in Itaim Bibi/Nova Faria Lima (Metropolitan and Platinum buildings). Management transitioned from RBR Asset to Patria on Feb 3, 2026 (Patria acquired control of RBR).

Segment: Brick-and-mortar / Prime offices (Nova Faria Lima — SP) · Price R$ 63.14 · P/BV 0.6152 · BV/unit R$ 102.64 · Net assets R$ 465 Mi · 4,355 unitholders · 2 assets

What is TOPP11

TOPP11 (RBR Top Offices FII) is a Brazilian REIT in the Brick-and-mortar / Prime offices (Nova Faria Lima — SP) segment. Prime corporate office fund in São Paulo. Two assets in Itaim Bibi/Nova Faria Lima (Metropolitan and Platinum buildings). Management transitioned from RBR Asset to Patria on Feb 3, 2026 (Patria acquired control of RBR).

Two AAA offices in São Paulo, 12.9k sqm, 100% IPCA-indexed leases, and 2% vacancy. The short-term liability was settled, replaced by a 5-year CRI at IPCA + 8.9% p.a. whose carry reduces the yield from R$ 0.84 to R$ 0.45/unit starting September 2026.

This page gathers the factual snapshot of TOPP11 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.

TOPP11 numbers in 2026

  • Net assets: R$ 465 Mi
  • Book value per share: R$ 102.64
  • Number of shareholders: 4,355
  • Assets in portfolio: 2
  • Gross leasable area: 12,874 sqm (Metropolitan + Platinum)
  • Occupancy: 100.0%
  • WAULT (years): 2.6

Fees

  • Management Fee: 0,80% a.a.
  • Administration Fee: 0,20% a.a.
  • Taxa Total: 1,0% a.a.
  • Performance Fee: Não há

Manager

Management: Patria Investimentos (direct management of RBR Gestão de Recursos).

On Feb 3, 2026, Patria took direct control of RBR Gestão de Recursos Ltda, assuming management of TOPP11. Patria is Brazil's largest independent FII manager (R$ 38B+ under management, 30+ FIIs listed on B3). RBR was a boutique SP premium office manager — now gaining institutional scale. The operational team (50+ professionals) was retained. Risk: mandate conflict with other house office FIIs (BRCR11, AAA Corporate).
  • Patria Real Estate AuM: R$ 38+ bi
  • Listed FIIs: 30+
  • Patria Operations: 37+ anos
  • Acquisition of Control: 03/02/2026

See our analysis of Patria Investimentos (direct management of RBR Gestão de Recursos) →

TOPP11 portfolio: what the fund invests in

Pure portfolio of prime offices: 2 neighboring assets in Itaim Bibi / Nova Faria Lima, both AAA, with 33 diversified tenants.

AssetLocation% of NAVOccupancy
Metropolitan BuildingRua Amauri, 255 — Itaim Bibi, São Paulo/SP100.0%1.0%
Platinum BuildingRua Jerônimo da Veiga, 384 — Itaim Bibi, São Paulo/SP100.0%1.0%

Concentration and diversification

HHI 0.68 — alta.

BreakdownShare
By stateSudeste 100.0%
By tenantHejoassu Administração (Votorantim FO) 12.9% · Votorantim S.A. 8.6% · Anima Investimentos 5.7% · Pragma Asset Management 5.0% · Vinland Capital 5.0%
By indexIPCA 61.0% · IGP-M 39.0%
By contract typeTípico 100.0% · Atípico 0.0%

Price, P/BV and book value

P/BV of 0.62 calculated using a quote of R$ 65.51 (May/13/26) and book value per unit of R$ 106.26 (Mar/26). A 38% discount to book value—the deepest in the São Paulo prime office segment. Main cause: short-term liability of R$ 278M maturing on April 30, 2026.

last close R$ 63.14 · all-time low R$ 64.49 · high R$ 102.01 · book value per unit R$ 102.64.

Liquidity and trading

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

Low liquidity. A R$ 500k position takes ~6 business days to liquidate without moving the price. Incompatible with quick exits or sizes > R$ 1M.

TOPP11 track record

PeriodWhat happened
IPOLaunch of RBR Top Offices FII raising R$ 452.8M at R$ 100/unit from 5,101 investors.
AQUISIÇÃO METROPOLITAN + PLATINUMCompletion of first asset acquisitions. Seller: HGPO11.
OPERAÇÃO ESTABILIZADAStart of full operations. DPU stabilized at R$ 0.84/unit.
AJUSTE CONTÁBIL VPAt KPMG's request, the Apr/26 installment was marked to present value — BV/unit adjusted.
RENOVAÇÃO METROPOLITAN +9,2%Key Metropolitan lease renewed for 5 years. Platinum lease at R$ 410/sqm (record high).
PATRIA ASSUME GESTÃOPatria takes control of RBR. Manager change with no immediate operational alteration.
VENCIMENTO PARCELA — EVENTO CRÍTICO04/30/2026: 2nd installment of R$ 278M matures. CRI (Brazilian real-estate receivables certificate) expected for refinancing.

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