O que aconteceu com o TGAR11? Análise Completa da Estratégia e Dividendos

Subscribe to Clube FII: https://www.clubefii.com.br/planos_as... Did the TGAR11 real estate fund have problems? Why did dividends fall and the share price plummet in the market? In this video, Lana Santos from Clube FII opens the "black box" of TGAR11 and explains, in a simple yet in-depth way, what is really happening with one of the most popular REITs on the Stock Exchange. Many investors made the mistake of treating TGAR11 as a traditional income fund, ignoring that the heart of its strategy has always been Real Estate Development. Understand how the high interest rate environment (high Selic rate) hampered bank disbursements, pressured the fund's cash flow, and generated confusion about the Equity Method (MEP). In addition, we detail the structural change in the management of TGAR11: why is the fund reducing its exposure to Equity and aggressively increasing the weight of CRIs (Credit) in its portfolio? Discover the risks, the impact on future dividends, and what this means for the shareholder in the long term.