Shoppings e imóveis de renda

Definição. 19 ALLOS aggregate management series plus six asset-level series for a deliberate four-asset slice: Bangu, Norteshopping, Recife and Curitiba. Point-in-time physical GLA, reported owned GLA, economic interest, commercialized occupancy; tenant sales/NOI @100%; aggregate management rents/NOI/FFO, operating costs and same-store ratios kept distinct.

Cobertura. Sample: latest two elapsed civil quarters. Refresh: latest eight elapsed civil quarters. Only main ALLOS management blocks from 2023 onward; four named assets. Not consolidated CVM or full asset universe.

Limitações. Published management bases, @100%, @share, legacy and pro forma remain distinct. No sum or silent cross-perimeter reconciliation. ALLOS sold-asset zeroes remain publisher-reported zeros; a missing required value, row, quarter, dimension or formula cache fails the result and preserves last-good. NOI/FFO are not distributable cash. Missing JV capex, taxes, actual collections, debt/minority distribution and contract maturity/indexation remain research gaps. The four-asset slice is intentional and does not represent the entire portfolio or tenant register. Monetary caches are BRL with Excel thousand-display format, not already BRL thousand. Scale change is a failure. Old revisions outside the eight-quarter window are not reverified. Catalog release date is publisher vintage; quarter-end is economic as-of for this elapsed-quarter report. Retrieval timestamp is separate.