Neste episódio, fazemos um balanço do mercado de fundos imobiliários no primeiro semestre de 2025 e discutimos as perspectivas para o segundo semestre.
Falamos sobre os segmentos em destaque, o impacto do cenário macro e da Selic a 15% no setor, os fundos que ainda estão descontados, e como o investidor pode se posicionar para capturar oportunidades de investimento.
Participam: Carlos Martins, gestor da Kinea Investimentos, e Larissa Nappo, analista de Fundos Imobiliários do Itaú BBA.
Moderação: Marcelo Serrano, Analista de Research para Pessoa Física do Itaú BBA.
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