TRXY11 — TRX Hedge Fund FII

TRX Hedge Fund Fundo de Investimento Imobiliário – Limited Liability (CNPJ 43.985.938/0001-10) — active multi-strategy fund launched on November 14, 2024

Segment: Hybrid / Multi-strategy (ANBIMA Multi-category) · Price R$ 7.73 · P/BV 0.8906 · BV/unit R$ 8.68 · Net assets R$ 308 Mi · 3,781 unitholders

What is TRXY11

TRXY11 (TRX Hedge Fund FII) is a Brazilian REIT in the Hybrid / Multi-strategy (ANBIMA Multi-category) segment. TRX Hedge Fund Fundo de Investimento Imobiliário – Limited Liability (CNPJ 43.985.938/0001-10) — active multi-strategy fund launched on November 14, 2024

A TRX fund that simultaneously invests in FIIs, CRIs, real estate stocks, and residential property swaps, with active management rotating among these assets to pursue capital gains and income. Watch out: the portfolio is undergoing readjustment — FIIs are above target and CRIs are below — and part of the recent revenue came from non-recurring events.

This page gathers the factual snapshot of TRXY11 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.

TRXY11 numbers in 2026

  • Net assets: R$ 308 Mi
  • Book value per share: R$ 8.68
  • Number of shareholders: 3,781

Fees

  • Global Fee (Management + Administration + Custody): 1,00% a.a.
  • Performance Fee: 20% over outperformance
  • Offering Distribution Fee: Variable unit cost

Manager

Management: TRX Gestora de Recursos.

The TRX is a prominent independent asset manager in Brazilian real estate: R$ 10B under management, 270k investors, +120 properties. Other listed FIIs: TRXF11 (urban income retail) and TRXB11 (FoF). Founding partners Luiz Augusto Amaral and José Alves Neto; Raul Grego Lemos is the portfolio manager for TRXY11. Solid track record in urban income, but TRXY11 is still new — 17 months old, unit price down -18% with dividends totaling ~21% nominal.
  • AuM TRX: +R$ 10 bi
  • Investidores: +270 mil
  • Properties built/acquired: +120
  • TRXY11 since IPO: -18% (unit price) + 21% (dividends)

See our analysis of TRX Gestora de Recursos →

TRXY11 portfolio: what the fund invests in

Multi-strategy real estate hedge fund — 48 pulverized assets across CRIs, FIIs, real estate stocks, and residential property swaps

AssetLocation% of NAVOccupancy
cri-vila-clementino1.1%
cri-copagril-20311.8%
cri-rede-duque-4441.5%
cri-sinart-20371.5%
cri-assai-barzel1.4%
cri-swa-patriarca1.4%
cri-airport-town1.3%
outros-cris6.3%
fiis-carteira72.0%
permuta-arborea-jardinsJardins, São Paulo/SP4.6%
permuta-moras-vila-madalenaVila Madalena, São Paulo/SP2.9%
acoes-imobiliarias3.0%

Concentration and diversification

HHI 0.0156 — baixa.

BreakdownShare
By indexIPCA+ 74.0% · CDI+ 26.0%

Price, P/BV and book value

P/BV of 1.02 indicates a slight premium to book value—the fund trades practically at book value.

last close R$ 7.73 · all-time low R$ 8.20 · high R$ 10.01 · book value per unit R$ 8.68.

Liquidity and trading

Average daily volume (21 sessions) of R$ 290,800.

Liquidity on a consistent improvement trajectory: R$ 290.8k/day in Jul/26 (+57% over May/26), total volume of R$ 6.68M in the month, and 3,810 unitholders (+38%). Positions above a few hundred thousand reals still take days to build or unwind without moving the price.

Continue on TRXY11