A análise sistemática de fundos imobiliários nacionais e internacionais para investimento
Autor(a) principal: | |
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Data de Publicação: | 2020 |
Tipo de documento: | Dissertação |
Idioma: | por |
Título da fonte: | Biblioteca Digital de Teses e Dissertações do UNIOESTE |
Texto Completo: | http://tede.unioeste.br/handle/tede/5144 |
Resumo: | Real Estate Funds pool investor funds and invest in real estate or related securities. Like every investment, they require analysis by the long-term investor who wants to protect their equity. The objective of the research was to establish asset analysis and monitoring model for resource allocation aiming at the protection of assets, through national and international real estate funds, based on fundamentals and management. The methodology used was the hypotheticaldeductive, which established a step-by-step analysis of investment real estate funds in a systematic way. In the example, the funds - XP Malls, FII BTG Pactual, GGR Copevi, Kimco Realty Cp, Alexandria Real Estate and Prologis Inc. - were analyzed through fundamentalist analysis, where their qualitative and quantitative aspects were expressed through indicators, which in their turn. Instead, they were gathered in a table that provides monitoring and comparison between different funds. |
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Rojo, Claudio Antoniohttp://lattes.cnpq.br/9043127742275652Rojo, Claudio Antoniohttp://lattes.cnpq.br/9043127742275652Dal Vesco, Delci Grapegiahttp://lattes.cnpq.br/3321706750568197Bertolini, Geysler Rogis Florhttp://lattes.cnpq.br/0850609521779159Hoss, Osnihttp://lattes.cnpq.br/3272061397459617http://lattes.cnpq.br/7341895430557636Helfenstein, Luiz Gustavo2020-12-07T18:21:14Z2020-09-15HELFENSTEIN, Luiz Gustavo. A análise sistemática de fundos imobiliários nacionais e internacionais para investimento. 2020. 60 f. Dissertação (Programa de Pós-Graduação em Contabilidade) - Universidade Estadual do Oeste do Paraná, Cascavel - PR.http://tede.unioeste.br/handle/tede/5144Real Estate Funds pool investor funds and invest in real estate or related securities. Like every investment, they require analysis by the long-term investor who wants to protect their equity. The objective of the research was to establish asset analysis and monitoring model for resource allocation aiming at the protection of assets, through national and international real estate funds, based on fundamentals and management. The methodology used was the hypotheticaldeductive, which established a step-by-step analysis of investment real estate funds in a systematic way. In the example, the funds - XP Malls, FII BTG Pactual, GGR Copevi, Kimco Realty Cp, Alexandria Real Estate and Prologis Inc. - were analyzed through fundamentalist analysis, where their qualitative and quantitative aspects were expressed through indicators, which in their turn. Instead, they were gathered in a table that provides monitoring and comparison between different funds.O propósito desta pesquisa foi estabelecer ferramenta de análise e acompanhamento de ativos para alocação de recursos visando a proteção de patrimônio, através de fundos imobiliários nacionais e internacionais, com base em fundamentos e gestão. A metodologia utilizada foi a hipotético-dedutiva, onde se estabeleceu um passo-a-passo de análise de fundos imobiliários para investimento de forma sistematizada. Os Fundos Imobiliários reúnem fundos de investidores e investem em imóveis ou papeis relacionados a eles. Como todo investimento, requerem análise pelo investidor de longo prazo que deseja proteger seu patrimônio. Na exemplificação do modelo, os fundos – XP Malls, FII BTG Pactual, GGR Copevi, Kimco Realty Cp, Alexandria Real Estate e Prologis Inc. – foram analisados através de análise fundamentalista, onde seus aspectos qualitativos e quantitativos foram expressados através de indicadores, que por sua vez, reunidos em uma tabela, são analisados de forma sistemática. A ferramenta possibilita ainda o acompanhamento dos ativos ao longo do tempo.Submitted by Neusa Fagundes (neusa.fagundes@unioeste.br) on 2020-12-07T18:21:14Z No. of bitstreams: 2 Luiz_Helfenstein2020.pdf: 1096294 bytes, checksum: 36c21ec66dbff5c18aaa2a35d62f309f (MD5) license_rdf: 0 bytes, checksum: d41d8cd98f00b204e9800998ecf8427e (MD5)Made available in DSpace on 2020-12-07T18:21:14Z (GMT). No. of bitstreams: 2 Luiz_Helfenstein2020.pdf: 1096294 bytes, checksum: 36c21ec66dbff5c18aaa2a35d62f309f (MD5) license_rdf: 0 bytes, checksum: d41d8cd98f00b204e9800998ecf8427e (MD5) Previous issue date: 2020-09-15application/pdfpor6588633818200016417500Universidade Estadual do Oeste do ParanáCascavelPrograma de Pós-Graduação em ContabilidadeUNIOESTEBrasilCentro de Ciências Sociais Aplicadashttp://creativecommons.org/licenses/by-nc-nd/4.0/info:eu-repo/semantics/openAccessFundo de Investimento ImobiliárioGestãoCarteiras internacionaisAnálise de investimentoREITModelo de análiseReal Estate Investment FundManagementInternational portfoliosInvestment analysisREITAnalysis modelADMINISTRACAO::CIENCIAS CONTABEISA análise sistemática de fundos imobiliários nacionais e internacionais para investimentoThe systematic analysis of national and international reit's for investmentinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesis-278259051759500919260060060088729351611848266065083931829893356571reponame:Biblioteca Digital de Teses e Dissertações do UNIOESTEinstname:Universidade Estadual do Oeste do Paraná (UNIOESTE)instacron:UNIOESTEORIGINALLuiz_Helfenstein2020.pdfLuiz_Helfenstein2020.pdfapplication/pdf1096294http://tede.unioeste.br:8080/tede/bitstream/tede/5144/5/Luiz_Helfenstein2020.pdf36c21ec66dbff5c18aaa2a35d62f309fMD55CC-LICENSElicense_urllicense_urltext/plain; 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dc.title.por.fl_str_mv |
A análise sistemática de fundos imobiliários nacionais e internacionais para investimento |
dc.title.alternative.eng.fl_str_mv |
The systematic analysis of national and international reit's for investment |
title |
A análise sistemática de fundos imobiliários nacionais e internacionais para investimento |
spellingShingle |
A análise sistemática de fundos imobiliários nacionais e internacionais para investimento Helfenstein, Luiz Gustavo Fundo de Investimento Imobiliário Gestão Carteiras internacionais Análise de investimento REIT Modelo de análise Real Estate Investment Fund Management International portfolios Investment analysis REIT Analysis model ADMINISTRACAO::CIENCIAS CONTABEIS |
title_short |
A análise sistemática de fundos imobiliários nacionais e internacionais para investimento |
title_full |
A análise sistemática de fundos imobiliários nacionais e internacionais para investimento |
title_fullStr |
A análise sistemática de fundos imobiliários nacionais e internacionais para investimento |
title_full_unstemmed |
A análise sistemática de fundos imobiliários nacionais e internacionais para investimento |
title_sort |
A análise sistemática de fundos imobiliários nacionais e internacionais para investimento |
author |
Helfenstein, Luiz Gustavo |
author_facet |
Helfenstein, Luiz Gustavo |
author_role |
author |
dc.contributor.advisor1.fl_str_mv |
Rojo, Claudio Antonio |
dc.contributor.advisor1Lattes.fl_str_mv |
http://lattes.cnpq.br/9043127742275652 |
dc.contributor.referee1.fl_str_mv |
Rojo, Claudio Antonio |
dc.contributor.referee1Lattes.fl_str_mv |
http://lattes.cnpq.br/9043127742275652 |
dc.contributor.referee2.fl_str_mv |
Dal Vesco, Delci Grapegia |
dc.contributor.referee2Lattes.fl_str_mv |
http://lattes.cnpq.br/3321706750568197 |
dc.contributor.referee3.fl_str_mv |
Bertolini, Geysler Rogis Flor |
dc.contributor.referee3Lattes.fl_str_mv |
http://lattes.cnpq.br/0850609521779159 |
dc.contributor.referee4.fl_str_mv |
Hoss, Osni |
dc.contributor.referee4Lattes.fl_str_mv |
http://lattes.cnpq.br/3272061397459617 |
dc.contributor.authorLattes.fl_str_mv |
http://lattes.cnpq.br/7341895430557636 |
dc.contributor.author.fl_str_mv |
Helfenstein, Luiz Gustavo |
contributor_str_mv |
Rojo, Claudio Antonio Rojo, Claudio Antonio Dal Vesco, Delci Grapegia Bertolini, Geysler Rogis Flor Hoss, Osni |
dc.subject.por.fl_str_mv |
Fundo de Investimento Imobiliário Gestão Carteiras internacionais Análise de investimento REIT Modelo de análise |
topic |
Fundo de Investimento Imobiliário Gestão Carteiras internacionais Análise de investimento REIT Modelo de análise Real Estate Investment Fund Management International portfolios Investment analysis REIT Analysis model ADMINISTRACAO::CIENCIAS CONTABEIS |
dc.subject.eng.fl_str_mv |
Real Estate Investment Fund Management International portfolios Investment analysis REIT Analysis model |
dc.subject.cnpq.fl_str_mv |
ADMINISTRACAO::CIENCIAS CONTABEIS |
description |
Real Estate Funds pool investor funds and invest in real estate or related securities. Like every investment, they require analysis by the long-term investor who wants to protect their equity. The objective of the research was to establish asset analysis and monitoring model for resource allocation aiming at the protection of assets, through national and international real estate funds, based on fundamentals and management. The methodology used was the hypotheticaldeductive, which established a step-by-step analysis of investment real estate funds in a systematic way. In the example, the funds - XP Malls, FII BTG Pactual, GGR Copevi, Kimco Realty Cp, Alexandria Real Estate and Prologis Inc. - were analyzed through fundamentalist analysis, where their qualitative and quantitative aspects were expressed through indicators, which in their turn. Instead, they were gathered in a table that provides monitoring and comparison between different funds. |
publishDate |
2020 |
dc.date.accessioned.fl_str_mv |
2020-12-07T18:21:14Z |
dc.date.issued.fl_str_mv |
2020-09-15 |
dc.type.status.fl_str_mv |
info:eu-repo/semantics/publishedVersion |
dc.type.driver.fl_str_mv |
info:eu-repo/semantics/masterThesis |
format |
masterThesis |
status_str |
publishedVersion |
dc.identifier.citation.fl_str_mv |
HELFENSTEIN, Luiz Gustavo. A análise sistemática de fundos imobiliários nacionais e internacionais para investimento. 2020. 60 f. Dissertação (Programa de Pós-Graduação em Contabilidade) - Universidade Estadual do Oeste do Paraná, Cascavel - PR. |
dc.identifier.uri.fl_str_mv |
http://tede.unioeste.br/handle/tede/5144 |
identifier_str_mv |
HELFENSTEIN, Luiz Gustavo. A análise sistemática de fundos imobiliários nacionais e internacionais para investimento. 2020. 60 f. Dissertação (Programa de Pós-Graduação em Contabilidade) - Universidade Estadual do Oeste do Paraná, Cascavel - PR. |
url |
http://tede.unioeste.br/handle/tede/5144 |
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por |
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por |
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600 600 600 |
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8872935161184826606 |
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5083931829893356571 |
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http://creativecommons.org/licenses/by-nc-nd/4.0/ info:eu-repo/semantics/openAccess |
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http://creativecommons.org/licenses/by-nc-nd/4.0/ |
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openAccess |
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application/pdf |
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Universidade Estadual do Oeste do Paraná Cascavel |
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Programa de Pós-Graduação em Contabilidade |
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UNIOESTE |
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Brasil |
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Centro de Ciências Sociais Aplicadas |
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Universidade Estadual do Oeste do Paraná Cascavel |
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