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    Filipe

    Partner and Equity Strategist at BTG Pactual

    Filipe Villegas is a Partner and Equity Strategist at BTG Pactual, focusing on equity strategy and investment research in the Latin American markets. He covers major companies such as Petrobras, Vale, Itaú Unibanco, Ambev, and Magazine Luiza, and is recognized for actionable investment research that has contributed to strong performance returns and high success rates across various market cycles. Filipe began his career in financial analysis in the early 2010s, previously holding positions at prominent financial institutions before joining BTG Pactual in 2017. He holds professional credentials including a CFA designation and is registered with relevant market authorities, making him a well-respected figure in the region’s investment community.

    Filipe's questions to IRSA INVESTMENTS & REPRESENTATIONS (IRS) leadership

    Filipe's questions to IRSA INVESTMENTS & REPRESENTATIONS (IRS) leadership • Q3 2023

    Question

    Filipe from BTG Pactual inquired about the company's strategy for its office portfolio, which represents half of its revenues. He asked about plans for the Paseo Alcorta property, its potential for mixed-use conversion, and the occupancy outlook for the coming year.

    Answer

    Matias Ivan Gaivironsky (CFO & Administrative Officer) explained that the company's strategy involves rotating the portfolio by developing new premium buildings and selling older ones. He highlighted the recent profitable sale of the new 200 Della Paolera building, driven by strong market demand. Due to market volatility in Argentina, the company is cautious about launching new projects and has not done so in three years. Recent acquisitions were opportunistic, and their final use is still under evaluation, with no new developments planned for the next year.

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