Webcast TRX - Relatório Gerencial de Junho 2026
00:13 Participant Introductions 01:07 Macroeconomic Scenario 07:18 TRXY11 Highlights 09:34 TRXY11 Management Comments 15:30 Will an extraordinary dividend be distributed in June 2026? 16:40 What is the focus of TRXY11? And what is the difference between TRXY11 and TRXF11? 18:46 Has the trading volume of TRXY11 shares increased after the 3rd issuance? 20:48 Presentation of Participants and transition to TRXF11 21:46 Conclusion of the transaction involving 9 portfolio assets 24:08 Sale of a portfolio of 15 properties 27:53 Acquisition of a portfolio of 8 logistics properties, focused on the self-storage segment 30:04 Acquisition of a corporate building leased to Ibmec College, in São Paulo/SP 31:28 Acquisition of land for BTS development of a logistics warehouse leased to Shopee, in Osório/RS 33:20 Acquisition of a trophy property leased to Grupo Emiliano, located in Rio de Janeiro/RS 36:15 What is the distribution guidance forecast for the coming months? 37:04 Why did TRXF11 record a loss in "Securities Income" in June 2026? 38:22 When acquiring properties with payment in shares, will the Fund not dilute the current shareholders? 41:15 What is the recurring asset of TRXF11? 42:54 Why is the Fund buying properties from various segments? 45:29 Grupo Mateus is the 2nd largest tenant of TRXF11. Is there a risk of default? 49:00 What is the rationale for transferring the management of some assets to the asset manager BR Unitas? TRXF11 Management Report: https://www.trxf11.com.br/relatorios-... TRXY11 Management Report: https://trxy11.com.br/relatorios-gere... Instagram: / trxinvestimentos LinkedIn: / trxinvestimentos

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