#TRBL11 - O BURACO É MAIS EMBAIXO! GESTÃO ESCONDEU O PROBLEMA POR MESES!

Summary

This transcript captures a passionate discussion among investors frustrated with the lack of transparency and governance in a real estate investment fund. The speaker emphasizes the need for active involvement, proposing a collective effort to inspect properties and hold fund managers accountable. By advocating for the use of technology, such as drones, the speaker illustrates a modern approach to ensuring oversight. This conversation reflects a broader shift towards investor activism, highlighting the necessity for accountability in managing collective investments. Ultimately, it serves as a rallying cry for investors to unite and demand better practices from fund managers.

Takeaways

• 😀 The speaker expresses deep frustration with the poor management of the real estate investment fund.
• 📉 There is a lack of transparency from the fund's management regarding property conditions and decision-making processes.
• 👥 Investors are encouraged to take an active role in assessing properties by organizing group visits.
• 🚁 The idea of using drones for aerial assessments of properties is proposed to ensure transparency and accountability.
• 🔍 The speaker emphasizes the importance of communication and honesty from fund managers, highlighting the need for clear risk disclosures.
• ⚖️ Legal action against the management team is suggested as a potential avenue for investors to seek accountability and compensation for losses.
• 📢 The transcript illustrates a shift from passive to active investor engagement in real estate funds.
• 😡 The speaker warns that the previous complacency of investors is over; they will no longer accept poor management quietly.
• 💔 The speaker argues that mismanagement affects not only profits but also the trust between investors and fund managers.
• 🚫 There is a call for a collective effort among investors to confront and demand better practices from fund management.

Q & A

What primary concern does the speaker express about the real estate fund's management?

The speaker is frustrated with the lack of transparency and accountability from the fund managers, particularly regarding a warehouse in Belo Horizonte that has become a significant issue.

How does the speaker plan to address the issues with the warehouse?

The speaker plans to visit the warehouse personally and encourages other investors to join him in an organized effort to assess the property's condition and document any issues.

What specific actions does the speaker propose for fellow investors?

The speaker suggests that investors form a caravan to visit the property together, and if possible, use a drone to capture footage of the site since direct access may be restricted.

What does the speaker imply about the previous attitudes of investors?

The speaker implies that investors have historically been passive and accepting of management decisions, but now there is a shift towards being more proactive and demanding accountability.

What risks does the speaker believe the management has failed to communicate?

The speaker believes that risks related to management hiding information from investors are not adequately communicated, which he views as unacceptable given the potential for significant financial losses.

How does the speaker characterize the relationship between investors and fund management?

The speaker characterizes the relationship as increasingly strained, with investors no longer willing to passively accept poor management decisions and instead advocating for transparency and accountability.

What does the speaker suggest about legal action against fund managers?

The speaker suggests that investors should consider legal action against fund managers who mismanage funds, as a way to hold them accountable for financial losses incurred by investors.

What emotional tone does the speaker convey throughout the transcript?

The speaker conveys a tone of frustration and determination, emphasizing a strong desire for change and accountability within the fund's management.

Why does the speaker believe it is important for investors to gather together?

The speaker believes that gathering together as a group will empower investors to collectively demand transparency and action from fund managers, strengthening their position and influence.

What role does technology, specifically drones, play in the speaker's plan?

Technology, particularly drones, is proposed as a means to gather evidence about the warehouse's condition, allowing investors to document their findings despite potential access restrictions.