A classe média vai parar de comprar imóveis? | Marconi Bartoli

In episode #40 of [RE]think Talks, I host Marconi Bartoli, CEO of Grupo Estrutura, one of the most innovative real estate developers in Southern Brazil. With almost five decades of experience in the sector, Marconi shares his vision on the transformations reshaping the real estate market: the growing difficulty for the middle class to access homeownership, the rise of multifamily housing, the professionalization of rental income, the role of artificial intelligence in real estate development, and the need to rethink products based on people's behavior, not just square footage. Throughout the conversation, we explore how more mature markets can serve as a benchmark for Brazil, why developments need to function as complete ecosystems, and what opportunities arise for investors, developers, and family offices in a scenario of profound demographic and economic changes. Some topics covered in this episode: The future of the middle class in the Brazilian real estate market. Multifamily housing and the professionalization of residential rentals. Short-stay housing, rental income, and new business models. The impact of artificial intelligence on real estate development. How real estate products will need to evolve in the coming years. Real estate funds, family offices, and new capital structures. Brazil's potential to attract international buyers. Why the market needs to focus more on people and less on square meters. If you work in real estate development, investments, or want to understand where the market is heading, this episode is a must-see. 00:00 – Introduction by Marconi Bartoli and the Estrutura Group 03:31 – Where is the real estate market heading? 06:19 – The mistake of thinking only in square meters 11:27 – Is multifamily a fad or a permanent trend? 14:38 – Who will finance the next wave of residential rentals? 19:41 – The truth that many developers still ignore 22:41 – What will the real estate market be like in 2031? 26:02 – Brazil's potential to attract foreign buyers 29:43 – Artificial Intelligence and the future of real estate development 33:00 – Companies that use AI will outperform those that don't 34:04 – Advice for those who want to venture into the real estate market 36:23 – The value of homeownership goes beyond the spreadsheet #RethinkTalks #MarconiBartoli #RealEstateMarket #RealEstate #Multifamily #ArtificialIntelligence #RealEstateDevelopment #Investments #GrupoEstrutura #GustavoFavaron