Brazil's Real Estate Development Changing Location Focus

It's hard to argue with the popularity of southeasternresidential units in the northern areas over the next five
hubs for Brazil's development, long focused on Saoyears. There is also interest in hotel development in the
Paulo and Rio de Janeiro. Due to this popularity,area, as there are currently 42,000 rooms in the region,
competition in those areas for land and developmentbut no international brand hotels. Rumors of an interest
resources is quite fierce. Investors and developers withon the part of Ritz Carlton haven't been confirmed,
an interest in Brazil are now taking notice of theand the Brazilian Ministry of Tourism states that no
previously obscure northeast region of the country.agreements have been made.
The Northeast Begins to GrowMalls Move to the Rain Forests
With 7% economic growth, the northeast regionAnother development that has taken on momentum in
recently drew more than 1000 local and internationalBrazil is the construction of shopping malls in rain forest
investors to Rio Grande de Norte's capital. A threeareas. As the new projects to date have been built in
day event was organized to attract private equity toareas deforested many years prior, there has been
Brazil's commercial real estate industry, primarily in thislittle resistance from environmental groups. Right now,
northeast region. With diverse industries and lessfive Brazilian cities in the Amazon have populations of
competition, this region is beginning to draw foreignat least 300,000 people. This is considered a threshold
investment interest.for commercial development. It is projected that by the
Most of the 7% growth rate is attributed toend of next year, four of those five cities will have
government initiatives to spur tourism in the region.American style shopping malls.
Hundreds of millions of dollars in infrastructure andA Sour Note in the Good News Song
transportation projects has added support for moreWhile all of this commercial and residential
industry, bringing jobs to the area. A growing middledevelopment sounds very positive for Brazil's real
class employee base needs housing, and a number ofestate markets, Sam Zell's Equity International unit just
high rise residential projects have been constructed tosold 9 million shares in Gafisa, a large Brazilian home
satisfy this demand. Salamanca, an internationalbuilder. It represents a 34% decrease in ownership by
developer, has teamed with local developmentZell. It remains to be seen if this is a prediction of
company Ecocil to develop more than 25,000problems in Brazil's residential real estate market.