BXP BXP, Inc.
Sector: Imobiliário · 2 fundos · 2 cartas
Convicção fund × trimestre
Teses por gestor
Baron Real Estate Fund Q2 2025 nova posição conv. starter
Blue-chip office REIT (ex-Boston Properties) com portfolio de premier office em coastal US (Boston, NYC, SF, DC, LA, Seattle). Iniciada T2 (#2 top net purchase $32,5M). Tese: portfolio em barriers-to-entry markets; flight to quality; growth inflection 2026 East / 2027 West; FFO mid-single growth via occupancy 87%→92%. A $68/share, 7,6% implied cap rate vs private market 5-6%.
Baron Real Estate Income Fund Q2 2025 nova posição conv. starter
Blue-chip office REIT (formerly Boston Properties) com portfolio de premier office properties em coastal US markets (Boston, NYC, San Francisco, Washington DC, LA, Seattle). Gestora começou a acumular shares em T2. Growth prospects likely to accelerate em 2026 e valuation compelling vs replacement cost e private market valuations. Parte do selective bullish em high-quality urban office.