T8 #15 | Onde investir no setor de construção com o Minha Casa, Minha Vida

from Itaú Views · host Itaú BBA

O Minha Casa, Minha Vida segue como um dos principais vetores do setor imobiliário no Brasil, e as mudanças recentes no programa voltaram a colocar o tema no radar do investidor.Neste episódio, Elvis Credendio, analista de Real Estate do Itaú BBA, conversa sobre como a ampliação das faixas de renda e dos limites de financiamento podem impactar a demanda, os lançamentos e os resultados das construtoras.Entre os destaques, Tenda (TEND3) e Direcional (DIRR3) aparecem como as principais preferências do time, diante da capacidade de execução e do potencial de crescimento em um cenário de demanda mais forte.A conversa também aborda os principais riscos para o setor, com foco na pressão de custos de construção e no ambiente macro.Moderação: Marcelle Gutierrez, Research do Itaú BBA. Email⁠⁠Instagram⁠⁠Telegram⁠⁠Youtube

Episode metadata supplied by the publisher feed · Published Apr 20, 2026

Embed this episode

Attribution link and audio player

Ready to play

T8 #15 | Onde investir no setor de construção com o Minha Casa, Minha Vida

0:00 25:05

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

EEBO Metrics Dinker Charak & Sachin Dharmapurikar EEBO Metrics create a line of sight from engineering excellence to business outcomes. It is a framework that establishes a correlation between engineering excellence and business outcomes through fully-modeled performance indicators that cover software development and deployment in production on one side and business outcomes on the other.This channel was earlier named LUSWIG (Let Us See Where It Goes). We used to start with a topic, mostly technology-oriented, with the idea, ’Let Us See Where It Goes!’Platforms• Apple Podcast: https://podcasts.apple.com/in/podcast/luswig-let-us-see-where-it-goes/id1685928302• Spotify: https://open.spotify.com/show/4I4necoezPS7LakktKAZmv• YouTube: https://www.youtube.com/@eebo-metricsAbout:• Views expressed are our own and do not necessarily reflect that of our employer• Dinker Charak: https://www.linkedin.com/in/dinkercharak - https://www.ddiinnxx.com• Sachin Dharmapurikar: https://www.linkedin.com/in/dharmapurikar

Frequently Asked Questions

How long is this episode of Itaú Views?

This episode is 25 minutes long.

When was this Itaú Views episode published?

This episode was published on April 20, 2026.

Can I download this Itaú Views episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!