Análise do desempenho de uma carteira de fundos imobiliários com foco na distribuição de proventos

Abstract

The present work aims to analyze the performance and verify the validity of capital accumulation through investment in real estate funds that paid the most profits in the last five years. To this end, an exploratory study was carried out based on data collection in which the ten real estate funds with the highest dividend yield in the last five years were filtered from 01/01/2018 to 12/30/2022, and the variation of prices of the funds studied. The premise that constant payments of good dividends, aligned with the variation and possibility of multiplying the value of the share, has a greater return for the investor is taken into analysis. Ways were presented that the investor can use to build future income. Given this premise combined with the infinity of methods to choose and apply to funds, this study sought to analyze the behavior of funds with the highest dividend yields in the last five years. Data analysis revealed the importance of having a long-term view when choosing assets and having a good method when choosing which assets to invest. Furthermore, the importance of high dividend yields linked to the appreciation of funds in relation to market reference indices was shown.