Por que o GGRC11 cresceu tanto com troca de cotas? Bate-papo com Pedro Van Den Berg

💰 FREE MATERIALS ON REAL ESTATE FUNDS ⬇️ (FREE) 📰 Want to know the main news from the REIT market in real time? Join my news group directly on your WhatsApp: https://lp.fiis.com.br/whatsapp-fiis/... (FREE) 📘 Want to learn more about REITs? Download this essential eBook about REITs: https://lp.suno.com.br/ebook-investin... (FREE) 📊 Learn how to organize your financial life in stages and plan your next steps as an investor. Download my financial life control spreadsheet: https://lp.suno.com.br/planilha-da-vi... #REITs #realestatefunds #professorbaroni ---------------------------------------------------------------------------------------------------------------------------------------- 📈 IS YOUR PORTFOLIO PERFORMING AS MUCH AS IT COULD? Don't invest blindly. Get access to Professor Baroni's recommendations or request a complete portfolio analysis from the Suno Consultoria team. Fill out the form and we will contact you 👉 https://suno.me/service In today's video, Vitor Nagashima talks with Pedro van den Berg, manager of Zagros, about the GGRC11 strategy and the transformation the fund has undergone in recent years. Throughout the interview, they explain how the purchase of assets through the issuance of shares works, why this structure has gained traction in the real estate market in a more challenging scenario for REITs, and how this type of operation can generate value for the shareholder when there is discipline in allocation, portfolio quality, and control of selling pressure in the market. Furthermore, the conversation delves into the management's vision regarding the fund's repositioning, the pursuit of greater exposure to the logistics segment, the importance of diversification, recurring income, and the balance between growth and asset quality. This is a very useful conversation for anyone who wants to better understand how a real estate investment trust (REIT) evolves over time. If you invest in REITs, follow GGRC11, or want to better understand how managers think about growth, portfolio recycling, and long-term income generation, this video will help you a lot. If the content makes sense to you, leave a like, subscribe to the channel, and activate notifications to follow the next videos about REITs, passive income, and wealth building. #realestatefunds #REITs #GGRC11 💬 *Is there any other topic you would like to see here on the channel? Just send it to my Instagram:*   / professorbaroni   00:00 Opening with Vitor Nagashima 00:33 Who is Pedro van den Berg and his role at Zagros? 01:47 How share swap acquisitions work 03:37 How GGRC11 doubled in size 04:00 Diversification and quality in a challenging market 06:04 When shares become a strong currency 07:31 Does share swapping mean paying more? 08:34 Selling pressure and liquidity growth 10:12 Transformation of the GGRC11 portfolio 11:45 Goal of increasing logistics exposure 13:08 Dividends, net asset value and recurrence 14:56 Communication with shareholders and monthly webcast 16:05 Closing ---------------------------------------------------------------------------------------------------------------------------------------- 📈 IS YOUR PORTFOLIO PERFORMING AS MUCH AS IT COULD? Don't invest blindly. Access Professor Baroni's recommendations or request a complete portfolio analysis from the Suno Consultoria team. Fill out the form and we will contact you 👉 https://suno.me/service