Real Estate

GTIS has committed approximately R$7.2 billion of equity, representing R$12.8 billion of project costs, in 100+ assets across 1.9 million sqm including approximately 14,000 residential units, over 850,000 sqm of office and industrial/logistics and approximately 10,000 hotel keys primarily located in São Paulo and Rio de Janeiro, the most liquid, institutionalized real estate markets in Brazil. The cross-border New York- São Paulo investment team has made 44 investments opportunistically across major asset classes including office, industrial/logistics, residential and hospitality.

Distressed Opportunities/Public Market Dislocation

Real Estate Credit

Structurally Undersupplied Sectors

Distressed Opportunities/Public Market Dislocation

Assets below replacement cost

Dysfunctional ownership and/or capital structure

Corporate real estate dispositions, take private transactions

Real Estate Credit

Underfunded assets under construction

Non-performing loans

Mezzanine or senior financing for equity-like returns

Structurally Undersupplied Sectors

Undersupplied asset classes not requiring economic growth (affordable housing)

Major rezoning initiatives in São Paulo and Rio de Janeiro

Infrastructure catalysts