VINCI COMPASS COMPLETES THE ACQUISITION OF NAVI'S REAL ESTATE PLATFORM

Rhea-AI Summary

Vinci Compass (NASDAQ: VINP) announced the completion of its previously disclosed acquisition of Navi's Real Estate platform on September 1, 2026. With the closing, Vinci Compass adds approximately R$800 million in assets under management across multi-strategy and residential real estate strategies.

The acquired AUM is primarily in perpetual and long-term lock-up vehicles, including four REITs listed on the Brazilian stock exchange and/or CETIP. According to Vinci Compass, the deal brings complementary funds, reinforces its position in Brazil's REIT market—especially in multi-strategy products—and broadens its real estate investment solutions for clients.

Vinci Compass describes itself as a leading alternative investments and global solutions partner in Latin America, operating for nearly three decades across Private Equity, Credit, Real Estate, Infrastructure, Forestry, Equities, Global Investment Products & Solutions, and Corporate Advisory. As of June 2026, the company reported R$361 billion in assets under management and advisory.

Positive

• Acquisition closed for Navi's Real Estate platform, adding new strategies and funds
• R$800 million in additional AUM, mainly in perpetual and long-term lock-up vehicles
• Portfolio expansion to include four Brazilian-listed REITs and stronger multi-strategy REIT presence

Negative

• None.

Market Context

VINP's prior close was $9.78 before publication. The completed acquisition is illuminated by a mixed...

Analysis

VINP's prior close was $9.78 before publication. The completed acquisition is illuminated by a mixed acquisition history, while insider context was Net Selling, adding a separate risk factor for monitoring.

Key Figures

Added AUM: R$800 million REITs included: 4 REITs AUM and advisory: R$361 billion +3 more

6 metrics

Added AUM R$800 million Navi's Real Estate platform

REITs included 4 REITs Acquired platform

AUM and advisory R$361 billion As of June 2026

Operational footprint 11 offices Latin America and the US

Company experience Nearly three decades Vinci Compass operating history

Announcement date September 1, 2026 Acquisition completion announcement

Previous Acquisition Reports

3 past events · Latest: Dec 01 (Positive)

Same Type Pattern 3 events

Date	Event	Sentiment	24h Move	Catalyst
Dec 01	Verde acquisition completion	Positive	+2.0%	Completed acquisition added a controlling stake and approximately R$16 billion in AUM.
Oct 06	Verde acquisition announcement	Positive	-1.0%	Announced Verde stake acquisition with new shares, cash consideration, and an earnout.
Nov 04	Lacan acquisition announcement	Positive	+1.7%	Acquisition launched Vinci's forestry strategy with long-term asset management mandates.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Acquisition-tagged history was mixed, with two positive reactions and one negative reaction.

Key Terms

aum, multi-strategy, lock-up vehicles, reits

4 terms

aum financial

"adds approximately R$800 million in assets under management ("AUM")"

Assets under management (AUM) is the total market value of investments that a financial firm or fund manages on behalf of clients. Investors watch AUM like the size of a shop: larger AUM can mean more fee revenue, greater market influence and perceived stability, while rapid changes in AUM signal growing popularity or redemptions that may affect future earnings and investment strategy.

multi-strategy financial

"AUM across multi-strategy and residential strategies"

An investment approach that uses several distinct trading or allocation methods at once—for example combining stock-picking, bonds, commodities, and hedging techniques—to seek returns while spreading risk. Think of it like a mixed toolbox or a balanced meal: if one part underperforms, others can help steady overall results. Investors care because it can reduce volatility and provide more consistent returns, though it can also be more complex and harder to evaluate.

lock-up vehicles financial

"primarily concentrated in perpetual and long-term lock-up vehicles"

Lock-up vehicles are legal entities or arrangements (for example trusts, escrow accounts, or special partnerships) set up to hold a group of shareholders’ shares under contractual restrictions that prevent sale or transfer for a set period. They act like a timed safe that releases stock only when contractual conditions or expiration dates are met; investors watch them because the eventual release can increase supply of shares, change ownership stakes and affect trading liquidity and price.

reits financial

"including four REITs listed on the Brazilian stock exchange"

REITs, or real estate investment trusts, are companies that own and operate income-producing properties—like apartments, shopping centers, offices, warehouses, or cell towers—and share the rental profits with investors in the form of dividends. Think of a REIT as a mutual fund for real estate: it lets investors buy a small piece of many properties without managing buildings themselves, providing regular income, portfolio diversification, and an easier way to invest in property through public markets.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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RIO DE JANEIRO, Sept. 1, 2026 /PRNewswire/ -- Vinci Compass Investments Ltd. (NASDAQ: VINP) ("Vinci Compass,"  "we," "the Company," "us," or "our"), the controlling company of a leading alternative investments and global solutions provider in Latin America, announced today that it has completed the previously announced acquisition of Navi's Real Estate platform.

As a result of the closing, Vinci Compass adds approximately R$800 million in assets under management ("AUM") across multi-strategy and residential strategies, primarily concentrated in perpetual and long-term lock-up vehicles, including four REITs listed on the Brazilian stock exchange and/or the CETIP.

"We are pleased to have completed the acquisition of Navi's Real Estate platform, an important step in the continued expansion of our investment capabilities," said Alessandro Horta, Chief Executive Officer of Vinci Compass. "The transaction adds highly complementary funds to our platform, strengthens our position in the Brazilian REIT market, particularly in the multi-strategy segment, and broadens the range of high-quality investment solutions we can offer our clients."

About Vinci Compass

Vinci Compass stands as the premier partner for alternative investments and global solutions in Latin America. With nearly three decades of experience and local operations from eleven offices in Latin America and the US, our expertise spans: Private Equity, Credit, Real Estate, Infrastructure, Forestry, Equities, Global Investment Products & Solutions, and Corporate Advisory. Each segment is managed by specialized teams dedicated to investment and advisory excellence. As of June 2026, Vinci Compass had R$361 billion in assets under management and advisory.

Forward-Looking Statements

This press release contains forward-looking statements that can be identified by the use of words such as "anticipate," "believe," "could," "expect," "should," "plan," "intend," "estimate" and "potential," among others. By their nature, forward-looking statements are necessarily subject to a high degree of uncertainty and involve known and unknown risks, uncertainties, assumptions and other factors because they relate to events and depend on circumstances that will occur in the future whether or not outside of our control. Such factors may cause actual results, performance or developments to differ materially from those expressed or implied by such forward-looking statements and there can be no assurance that such forward-looking statements will prove to be correct. The forward-looking statements included herein speak only as at the date of this press release and we do not undertake any obligation to update these forward-looking statements. Past performance does not guarantee or predict future performance. Moreover, neither we nor our affiliates, officers, employees and agents undertake any obligation to review, update or confirm expectations or estimates or to release any revisions to any forward-looking statements to reflect events that occur or circumstances that arise in relation to the content of this press release. Further information on these and other factors that could affect our financial results is included in filings we have made and will make with the U.S. Securities and Exchange Commission from time to time.

USA Media Contact

Kate Thompson / Tim Ragones

Joele Frank, Wilkinson Brimmer Katcher

+1 (212) 355-4449

Latin America Media Contact

Danthi Comunicações

Carla Azevedo (carla@danthicomunicacoes.com.br)

+55 (21) 3114-0779

Investor Contact

ShareholderRelations@vincicompass.com

NY: +1 (646) 559-8040

RJ: +55 (21) 2159-6240

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SOURCE Vinci Compass Investments Ltd.

FAQ

What did Vinci Compass (NASDAQ: VINP) acquire from Navi in September 2026?

Vinci Compass acquired Navi's Real Estate platform, adding multi-strategy and residential real estate funds. According to Vinci Compass, the acquisition brings primarily perpetual and long-term lock-up vehicles, including four REITs listed on the Brazilian stock exchange and/or CETIP, expanding its product range.

How much assets under management did Vinci Compass add through the Navi Real Estate acquisition (VINP)?

Vinci Compass added approximately R$800 million in assets under management from Navi's Real Estate platform. According to Vinci Compass, these assets span multi-strategy and residential strategies and are mainly held in perpetual and long-term lock-up vehicles, including four listed Brazilian REITs.

How does the Navi Real Estate acquisition affect Vinci Compass's AUM and scale?

The deal adds about R$800 million of AUM to Vinci Compass's existing R$361 billion base. According to Vinci Compass, this increase modestly expands total assets while enhancing the composition of its real estate platform, particularly within Brazilian multi-strategy REITs and long-duration vehicles.

Why is the Navi Real Estate platform acquisition important for Vinci Compass (VINP) investors?

The acquisition expands Vinci Compass's real estate capabilities and product lineup in Brazil. According to Vinci Compass, it adds complementary funds, strengthens its position in the Brazilian REIT market, especially multi-strategy REITs, and broadens high-quality investment solutions available to existing and prospective clients.

What types of funds are included in Navi's Real Estate platform acquired by Vinci Compass?

The acquired platform includes multi-strategy and residential real estate funds with long-term capital structures. According to Vinci Compass, most assets are in perpetual and long-term lock-up vehicles, including four REITs listed on the Brazilian stock exchange and/or CETIP, targeting stable, enduring capital.

How large is Vinci Compass after acquiring Navi's Real Estate platform?

Vinci Compass reported R$361 billion in assets under management and advisory as of June 2026. According to Vinci Compass, the roughly R$800 million of AUM from Navi's Real Estate platform adds to this base while enhancing its specialized real estate and Brazilian REIT offerings.