Generation Z boosts demand for logistics warehouses and accelerates sector appreciation

The advancement of e-commerce and the growth of Generation Z as a dominant consumer force has transformed the logistics market in Brazil. This generation, made up of young people born between 1995 and 2010, which by 2030 will represent 58% of the global workforce, has highly digital and immediate shopping habits, which has driven the need for more efficient and well-located distribution centers. This movement has increased the demand for logistics warehouses and accelerated the appreciation of these assets. In 2024, the e-commerce sector in Brazil generated R$ 205 billion, an increase of 10.5% compared to the previous year, with over 418.6 million orders and an average ticket of R$ 490. For 2025, online sales are projected to exceed R$ 234 billion. The data is from the Brazilian Association of Electronic Commerce (ABComm).

Generation Z is the most connected in history, which reinforces its impact on the growth of e-commerce. According to a survey by Kantar IBOPE Media, 98% of individuals in this generation access the internet regularly, spending an average of 6 hours and 45 minutes online per day. This behavior directly reflects on consumption habits, with increasingly frequent and immediate purchases, accelerating the demand for agile and sophisticated logistics. Because of this, the appreciation of these assets continues at an accelerated pace, with a projected growth of almost 20% by the end of 2025. 

“Generation Z is redefining the consumer market and, consequently, the logistics sector. This audience demands speed and convenience, which has driven the growth of e-commerce and increased the demand for more agile and efficient logistics operations. As a result, the search for modern and well-located warehouses has skyrocketed, making these assets strategic for large retailers and logistics operators. This movement not only boosts the sector's appreciation but also attracts investors who see logistics warehouses as a safe and highly profitable opportunity, especially in regions close to urban centers and transportation corridors,” highlights Renato Monteiro, CEO of Sort Investimentos.

Currently, the price per square meter already exceeds R$ 5,500, but it could reach R$ 6,500 by the end of the year, due to the increased demand for high-standard logistics spaces, also known as Triple A, which are modern constructions that guarantee efficiency and security for storage and distribution. This type of warehouse has a ceiling height above 12 meters, leveled floors that support more than 5 tons per square meter, advanced fire fighting systems (J4 sprinklers), and a strategic location close to highways, ports, and airports.

The vacancy rate for logistics warehouses under Sort Investimentos“ administration fell to 0.5% in 2024, with transactions totaling over R$ 100 million, a 30% growth compared to the previous year. ”With the rise of Generation Z and the advancement of automation technologies, logistics warehouses are consolidating as one of the most strategic investments in the real estate market, ensuring high profitability and continuous appreciation in the coming years,” concludes Renato.