Four Real Estate Investment Funds (REITs) are trading at a discount and passed the filters I use to analyze REITs. But there's a huge difference between a truly cheap fund and a fund that fell because there's a problem with its fundamentals.

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In this video, I analyze 50 REITs using 3 criteria: P/NAV below 0.90, liquidity above R$1 million per day, and dividend sustainability.

After the filters, 4 REITs remained, from different segments. We'll analyze funds from shopping malls, logistics, paper, and fund of funds, looking at price, net asset value, dividend yield, vacancy rate, portfolio, risks, and the main points of attention.

And there's more: at the end I show a REIT that reached a yield close to R$0.90 per share, but suffered a sharp drop after a significant change in the fund's scenario. An example of why a high dividend yield alone doesn't necessarily mean an opportunity.

I also run a simulation showing approximately how much R$1,000 in each of the four REITs would have generated, considering the latest payments presented in the video.

📌 Data used in the script: September 28, 2026. Prices, indicators, and yields may change daily.

⚠️ This content is for educational purposes only and does not constitute a recommendation to buy or sell assets. Analyze the risks and fundamentals before investing.

⏱️ Timeline

00:00 The REIT that seemed like an opportunity
00:45 How I selected the REITs
01:30 The 3 filters used in the analysis
02:10 REIT #1: discounted shopping mall
03:25 REIT #2: logistics and vacancy reduction
04:40 REIT #3: the biggest discount of the four
05:55 REIT #4: option with the most accessible share price
07:05 The trap: when cheap doesn't mean opportunity
08:35 R$1,000 in each REIT: how much would it yield?

09:30 What to consider before buying a REIT
10:05 Conclusion and precautions

Timelines may be adjusted after final editing.

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