inVista Sugi US REITs Fund

The Fund

inVista Sugi US REITs is an investment fund that provides exposure to the U.S. real estate market through the acquisition of shares in U.S. Real Estate Investment Trusts (REITs). The fund aims to generate capital gains through the appreciation of REIT shares in the U.S., offering a diversified investment opportunity with the potential for returns superior to traditional fixed income and equity markets. The inVista Sugi US REITs can be accessed directly via Cayman or through a feeder in the U.S., as well as through a fund in Brazil that purchases BDRs backed by REITs.

REITs offer unique exposure to the U.S. real estate market. There are over 170 listed REITs, representing a market value of $1.3 trillion (over 200 times the Brazilian REIT market) and an average daily liquidity of $80 billion (over four times the Brazilian REIT market). With more than 25 REITs included in the S&P 500 and diversification across more than 17 sectors, this market presents significant potential.

General Information

Fund Name

inVista Sugi US REITs Fund

Objective

Capital gains through acquisition of stocks with short-term appreciation potential

Minimum Subscription

USD $100.000

Target Audience

Qualified and Professional Investors

Lockup Period

1 Year, after each contribution

Redemptions

Quarterly, with payment within 30 days

Management Fee

2,0% per year

Performance Fee

20% of profit generated above the hurdle

Hurdle Rate

Dollar + 6,0% per year, with high water mark

Access Form

Cayman Islands Fund with feeder in the USA

Manager

inVista Real Estate & Sugi Capital Management

Administrator

Apex Global

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