O mercado desistiu desses FIIs? Onde estão as oportunidades agora?

💰 FREE MATERIALS FOR YOU ⬇️ YOUR PORTFOLIO BUILT IN LESS THAN 5 MINUTES - On July 13th, live, Suno launches the tool that does this, and those present will get access with a special launch offer: https://lp2.suno.com.br/cl/semana-do-... (FREE) 📊 Simulate and organize your financial life in 3 steps. Download the financial control spreadsheet created by Professor Baroni: https://lp.suno.com.br/planilha-da-vi... (FREE) 📘 Want to learn more about REITs? Download this free ebook about Real Estate Investment Trusts: https://lp.suno.com.br/ebook-investin... ============================================================ Is a Real Estate Investment Trust (REIT) trading at a 20%, 30%, or even greater discount necessarily cheap, or could it be hiding problems that will prevent the appreciation of its shares? In this episode of Liga de FIIs, Marx Gonçalves and Marcos Baroni welcome Flávio Pires, Real Estate Investment Fund analyst at Santander, to provide an in-depth look at the REIT market in the first half of 2026 and discuss what might change for investors in the second half of the year. Throughout the conversation, we analyze the impact of interest rates and inflation on REITs, the performance of paper and brick-and-mortar REITs, the quality of credit portfolios, the current state of shopping centers, and the challenges faced by office building REITs. We also discuss why some REITs remain undervalued for years, what triggers can truly drive appreciation, and why hybrid funds may gain even more ground in the REIT industry. Among the topics in this episode: Paper REITs or brick-and-mortar REITs in the second half of 2026 Higher yields and credit risks The impact of the IPCA and CDI on Real Estate Funds Shopping mall REITs and the effects of high interest rates Discounted office space When the discount can be a trap The growth of hybrid REITs Opportunities and risks for the coming months Which segment of REITs do you believe can stand out in the second half of the year? Comment below. Subscribe to the channel, like, and activate notifications to follow the next episodes of Liga de FIIs. This content is for informational and educational purposes only. It does not constitute a recommendation, analysis, or offer of securities. Past performance is not a guarantee of future returns. #professorbaroni #ligadefiis #fiis 💬 Is there any other topic you would like to see here on the channel? Just write in the comments or send it to my Instagram:   / professorbaroni   00:00 What the first semester taught about REITs 01:02 Why the market turned in 2026 02:18 Paper REITs: higher yield and credit risk 04:40 Paper funds or brick-and-mortar funds? 05:51 Shopping mall REITs feel the effects of high interest rates 08:25 Corporate office space: discount or trap? 12:12 How much discount indicates an opportunity? 12:52 Baroni's warning about office space REITs 16:54 Can hybrid funds dominate the market? Marcos Baroni is a CNPI-certified securities analyst and accredited by APIMEC, currently affiliated with Suno Research. Your participation in this video is for educational and informational purposes only and does not constitute an investment analysis report, recommendation, suggestion, offer, or advice for investing in any securities. The Suno S.A. corporate structure includes Suno Research and Suno Consultoria, and it is also the controlling company of Suno Gestora de Recursos Ltda and Suno Desenvolvimento Ltda. These companies, although part of the Suno Group, have independent and autonomous structures with their own policies and procedures. The Suno Group, through its subsidiaries, maintains or may maintain commercial relationships with issuers of funds and assets mentioned in this content. Investments in securities involve risks, and past performance does not guarantee future results. Investment decisions should be preceded by proper analysis and reading of the prospectuses and regulations of the assets. ========================================================== 📈 IS YOUR PORTFOLIO PERFORMING AS MUCH AS IT COULD? Don't invest blindly. Access recommendations from Professor Baroni or request a complete portfolio analysis from the Suno Consultoria team. Fill out the form and we will contact you 👉 https://suno.me/service