Immobinvest Fundo De Investimento Imobiliario Responsabilidade (BSP:IMMB11) ROE %: 35.73% (As of Dec. 2025) — 86% Above Median


BSP:IMMB11 Immobinvest Fundo De Investimento Imobiliario Responsabilidade Ltd BSP:IMMB11
5 GF Score
Price R$180.00
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What is Immobinvest Fundo De Investimento Imobiliario Responsabilidade ROE %?

Immobinvest Fundo De Investimento Imobiliario Responsabilidade BSP:IMMB11 5 ROE % is 35.73% as of Dec. 2025, which is 86% above its 10-year median of 19.20. GuruFocus rates BSP:IMMB11 with a GF Score™ of 5/100. Among 938 REITs companies, Immobinvest Fundo De Investimento Imobiliario Responsabilidade ranks better than 97.55% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Immobinvest Fundo De Investimento Imobiliario Responsabilidade's annualized net income for the quarter that ended in Dec. 2025 was R$10.96 Mil. Immobinvest Fundo De Investimento Imobiliario Responsabilidade's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was R$30.67 Mil. Therefore, Immobinvest Fundo De Investimento Imobiliario Responsabilidade's annualized ROE % for the quarter that ended in Dec. 2025 was 35.73%.

The historical rank and industry rank for Immobinvest Fundo De Investimento Imobiliario Responsabilidade's ROE % or its related term are showing as below:

BSP:IMMB11' s ROE % Range Over the Past 10 Years
Min: 2.67   Med: 19.2   Max: 35.73
Current: 35.73

During the past 2 years, Immobinvest Fundo De Investimento Imobiliario Responsabilidade's highest ROE % was 35.73%. The lowest was 2.67%. And the median was 19.20%.

BSP:IMMB11's ROE % is ranked better than
97.55% of 938 companies
in the REITs industry
Industry Median: 6.13 vs BSP:IMMB11: 35.73

Immobinvest Fundo De Investimento Imobiliario Responsabilidade  (BSP:IMMB11) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Dec. 2025 )
=Net Income/Total Stockholders Equity
=10.957/30.6685
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(10.957 / 11.068)*(11.068 / 30.9925)*(30.9925 / 30.6685)
=Net Margin %*Asset Turnover*Equity Multiplier
=99 %*0.3571*1.0106
=ROA %*Equity Multiplier
=35.35 %*1.0106
=35.73 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Dec. 2025 )
=Net Income/Total Stockholders Equity
=10.957/30.6685
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (10.957 / 10.957) * (10.957 / 11.068) * (11.068 / 30.9925) * (30.9925 / 30.6685)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 1 * 99 % * 0.3571 * 1.0106
=35.73 %

Note: The net income data used here is one times the annual (Dec. 2025) net income data. The Revenue data used here is one times the annual (Dec. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.

Immobinvest Fundo De Investimento Imobiliario Responsabilidade ROE % Related Terms

Immobinvest Fundo De Investimento Imobiliario Responsabilidade ROE % Historical Data

* Premium members only.

The historical data trend for Immobinvest Fundo De Investimento Imobiliario Responsabilidade's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Immobinvest Fundo De Investimento Imobiliario Responsabilidade ROE % Chart

Immobinvest Fundo De Investimento Imobiliario Responsabilidade Annual Data
Trend Dec24 Dec25
ROE %
2.67 35.73

Immobinvest Fundo De Investimento Imobiliario Responsabilidade Semi-Annual Data
Dec24 Dec25
ROE % 2.67 35.73

BSP:IMMB11 vs VICI, WPC: ROE % Comparison

For the REIT - Diversified subindustry, Immobinvest Fundo De Investimento Imobiliario Responsabilidade's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Immobinvest Fundo De Investimento Imobiliario Responsabilidade ROE % vs REITs Industry

For the REITs industry and Real Estate sector, Immobinvest Fundo De Investimento Imobiliario Responsabilidade's ROE % distribution charts can be found below:

* The bar in red indicates where Immobinvest Fundo De Investimento Imobiliario Responsabilidade's ROE % falls into.


BSP:IMMB11
5GF Score
Immobinvest Fundo De Investimento Imobiliario Responsabilidade Ltd BSP:IMMB11
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Immobinvest Fundo De Investimento Imobiliario Responsabilidade ROE % Calculation

Immobinvest Fundo De Investimento Imobiliario Responsabilidade's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=10.957/( (24.817+36.52)/ 2 )
=10.957/30.6685
=35.73 %

Immobinvest Fundo De Investimento Imobiliario Responsabilidade's annualized ROE % for the quarter that ended in Dec. 2025 is calculated as

ROE %=Net Income (Q: Dec. 2025 )/( (Total Stockholders Equity (Q: Dec. 2024 )+Total Stockholders Equity (Q: Dec. 2025 ))/ count )
=10.957/( (24.817+36.52)/ 2 )
=10.957/30.6685
=35.73 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is one times the annual (Dec. 2025) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 35.73% mean?
Immobinvest Fundo De Investimento Imobiliario Responsabilidade (BSP:IMMB11) has a ROE % of 35.73% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Immobinvest Fundo De Investimento Imobiliario Responsabilidade and its competitors. This is 86% above median its historical median of 19.20. Over the past decade, Immobinvest Fundo De Investimento Imobiliario Responsabilidade's ROE % has ranged from 2.67 to 35.73. According to the industry distribution chart, Immobinvest Fundo De Investimento Imobiliario Responsabilidade ranks #23 out of 938 companies in the REITs industry, placing it in the top 2.5%.
Is Immobinvest Fundo De Investimento Imobiliario Responsabilidade's ROE % too high?
Immobinvest Fundo De Investimento Imobiliario Responsabilidade's current ROE % of 35.73% is 86% above median its 10-year median of 19.20. Over the past 10 years, this metric has ranged from a low of 2.67 to a high of 35.73. The REITs industry median ROE % is 6.13. Immobinvest Fundo De Investimento Imobiliario Responsabilidade's value of 35.73% is 482.9% above this industry median. Based on the distribution chart, Immobinvest Fundo De Investimento Imobiliario Responsabilidade ranks #23 out of 938 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, Immobinvest Fundo De Investimento Imobiliario Responsabilidade has a GF Score™ of 5/100, reflecting its overall financial health beyond just this single metric.
How does Immobinvest Fundo De Investimento Imobiliario Responsabilidade's ROE % compare to VICI and WPC?
According to the REITs industry distribution chart, Immobinvest Fundo De Investimento Imobiliario Responsabilidade ranks #23 out of 938 companies for ROE %. This places Immobinvest Fundo De Investimento Imobiliario Responsabilidade in the top 3% of its industry — outperforming the majority of peers. The industry median ROE % is 6.13. Immobinvest Fundo De Investimento Imobiliario Responsabilidade's value of 35.73% is 482.9% above this benchmark. Historically, Immobinvest Fundo De Investimento Imobiliario Responsabilidade's own ROE % has ranged from 2.67 to 35.73 over the past decade. While the company's 10-year median is 19.20 vs. the industry median of 6.13, Immobinvest Fundo De Investimento Imobiliario Responsabilidade has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for a REITs company?
The median ROE % among REITs companies is 6.13, based on 938 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Immobinvest Fundo De Investimento Imobiliario Responsabilidade's current ROE % of 35.73% is 482.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Immobinvest Fundo De Investimento Imobiliario Responsabilidade and its competitors. For the REITs industry, the median ROE % is 6.13 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Immobinvest Fundo De Investimento Imobiliario Responsabilidade's current ROE % is 35.73%, which is 86% above median its own 10-year median of 19.20. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Immobinvest Fundo De Investimento Imobiliario Responsabilidade stock overvalued right now?
Immobinvest Fundo De Investimento Imobiliario Responsabilidade (BSP:IMMB11) has a current ROE % of 35.73%. The current ROE % is 35.73%, which is 86% above median its 10-year median of 19.20 and 482.9% above the REITs industry median of 6.13. Immobinvest Fundo De Investimento Imobiliario Responsabilidade's overall GF Score™ is 5/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Immobinvest Fundo De Investimento Imobiliario Responsabilidade (BSP:IMMB11), the current ROE % is 35.73% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Immobinvest Fundo De Investimento Imobiliario Responsabilidade Business Description

Industry Real EstateREITs
Address Rua Gilberto Sabino - 215 - Conjunto 41, Sala 2, Pinheiros, Sao Paulo, SP, BRA, 5425020
Immobinvest Fundo De Investimento Imobiliario Responsabilidade Ltd is a Real Estate Investment Fund.
5GF Score

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R$180.00
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