Minkäslainen vaikutus valuuttakursseilla on bisnekseen. Yhtiö nyt operoi useassa maassa, mutta kaipa tuo realin viime aikainen vahvistuminen voidaan nähdä positiivisena signaalina
1 tykkäys
Siirtyy koko ajan enemmän koviin valuuttoihin, on jo nyt valtaosaltaan niissä.
Mutta esim. USD:n vahvistuminen tekee todennäköisesti Q1:stä haastavan tuloksen osalta, vaikka bisnes muuten etenisi odotettuun suuntaan.
5 tykkäystä
Realin osuus näköjään sen verran pieni, ettei kurssimuutokset ihan mahdottomasti bisnestä enää heiluttele
Alex Saigh, Patria’s CEO, said: “Patria is off to a very exciting start to 2025 as fundraising totaled a record $3.2 billion, highlighting the expanded reach of our investment platforms and distribution capabilities, and putting us in a strong position to achieve our $6 billion fundraising target for the year. We also reported 1Q25 FRE of $42.6 million, or $0.27 per share, representing year-over-year growth of 21% and 16%, respectively, despite the volatility in the region. Also, FEAUM grew 6% sequentially and 46% year-over-year, and we generated over $700 million of organic net inflows, reflecting an annualized organic growth rate of 9%. While a looming trade war and rising global economic concerns create potential headwinds, we believe we are well positioned to generate the $200 to $225 million of FRE we are targeting for 2025 as the increased diversification of our platform is paying off in terms of fundraising and profitable organic growth, enhancing our confidence in the three-year targets we introduced at our Investor Day back on December 9 th*.”*
Financial Highlights (reported in $ USD)
IFRS results included $13.6 million of net income attributable to Patria in Q1 2025. Patria generated Fee Related Earnings of $42.6 million in Q1 2025, up 21% from $35.1 million in Q1 2024, with an FRE margin of 55.1%. Distributable Earnings were $36.8 million for Q1 2025, or $0.23 per share.
Ei tuo hirveän huonolta vaikuta taaskaan. Hyvää kasvua ja ohjeistus kuluvalle vuodelle toistettiin. Näiden latinofirmojen osakkeet eivät kyllä liikahda oikein minnekään. Yleensä alas 
10 tykkäystä
Noin 10% AUM lisäys kiinteistöjen hallintaan.
https://ir.patria.com/node/8281/html#dp229056_ex9901.htm
Patria Investments Signs Agreement Involving Six Real Estate Funds from Genial Investimentos
Transaction reinforces leadership in the Brazilian REIT market and enhances portfolio diversification. With this transaction, Patria’s Real Estate division in Brazil adds approximately R$ 2.5 billion in AUM, reaching a total of R$ 26 billion.
May 30, 2025 – Patria Investments, a leading alternative asset manager in Latin America, announces the signing of an agreement for the transfer of portfolio management of six real estate investment funds (FIIs) from Genial Investimentos. This transaction is part of Patria’s broader strategy to expand and diversify its Real Estate portfolio. Completion of the transaction is subject to approval by Brazilian’s antitrust authority (CADE) and the respective investors’ assembly of the FIIs.
While the financial terms of the transaction will not be disclosed, upon completion, approximately R$ 2.5 billion in assets under management will be added to Patria’s Real Estate portfolio, bringing the total to around R$ 26 billion. This further consolidates Patria’s leadership among independent REIT managers in Brazil, with three of the largest funds in their respective segments: HGLG (logistics), PVBI (offices), and HGRU (urban income), as well as some of the top-performing funds in the credit and securities segments (CVBI, HGCR, and RVBI).
Upon satisfaction of the closing conditions, Patria’s subsidiaries will assume management of the funds. The six funds involved, which collectively have nearly 190,000 unitholders, are: MALL11 (shopping centers), BPFF11 (fund of funds), PLCR11 (CRIs), SPTW11 (offices), GLOG11 (logistics), and PLCA11 (CRAs).
“This is an important step that further strengthens Patria’s REIT portfolio, which is already one of the largest and most diversified in the country—especially following the acquisitions of VBI’s and CSHG’s real estate businesses. This transaction consolidates Patria’s leadership and expands the range of attractive investment opportunities, while continuing to deliver consistent returns to our investors” said Rodrigo Abbud, Partner and Head of Real Estate at Patria Investments in Brazil.
Patria’s Real Estate portfolio currently includes 18 FIIs listed on B3 and 2 FIIs traded over-the-counter, operating across key market segments such as logistics, offices, urban income, credit, and securities. By strengthening its presence in strategic sectors and increasing portfolio diversification, Patria positions itself as a compelling platform for investors. At the same time, the ongoing consolidation of the REIT market contributes to the professionalization of the industry, raising management standards and benefiting both unitholders and tenants.
10 tykkäystä
Patria on mukana tarjoamassa United Healthista ($UNH) myynnissä olevasta LatAm alueen toimijasta Banmedica 'sta
Banmedican EBITDA 200M$ luokkaa, arviolta 1Mrd$ kauppahinta
The company has four non-binding bids for its Banmedica subsidiary, which operates in Colombia and Chile, for about $1 billion, according to both people, who asked not to be identified because the talks are private.
UnitedHealth’s shares tumbled 25.5% in May alone and year-to-date are down 40%. UnitedHealth left Brazil in 2023 and Peru in March. It is aiming to get around $1 billion for Banmedica’s operations in Colombia and Chile, the people said.
The two people said the company expects to set a deadline for binding proposals as soon as July.
UnitedHealth received bids from Washington, D.C.-based private equity firm Acon Investments; Sao Paulo-based private equity firm Patria Investments (PAX.O), opens new tab; Texas non-profit health firm Christus Health; and Lima-based healthcare and insurance provider Auna (GZ4.F), opens new tab, the people said. Auna is in talks with a financial partner, one of the sources added.
Patria, UnitedHealth Group and Christus Health declined to comment. Acon and Auna did not respond to requests for comment.
Lisäksi uusin sijoittajapresis julkaistu, on taas lukemista 
https://ir.patria.com/static-files/afe069aa-87ad-432c-82c6-278c909f554a
7 tykkäystä