The growth of e-commerce and the rise of Generation Z as a dominant consumer force have transformed the logistics market in Brazil. This generation, consisting of young people born between 1995 and 2010, who by 2030 will represent 58% of the global workforce, has highly digital and immediate purchasing habits, which has driven the need for more efficient and well-located distribution centers. This trend 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 in revenue, a 10.5% increase compared to the previous year, with over 418.6 million orders and an average ticket of R$ 490. For 2025, projections indicate that online sales will exceed R$ 234 billion. The data comes from the Brazilian Association of Electronic Commerce (ABComm).
Generation Z is the most connected in history, which reinforces its impact on e-commerce growth. According to a Kantar IBOPE Media survey, 98% of individuals in this generation regularly access the internet, spending an average of 6 hours and 45 minutes online per day. This behavior directly reflects consumption habits, with increasingly frequent and immediate purchases, accelerating the demand for agile and sophisticated logistics. Due to this, the appreciation of these assets continues at a rapid pace, with projected growth of nearly 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 surged, making these assets strategic for major retailers and logistics operators. This movement not only drives the appreciation of the sector, 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 could reach R$ 6,500 by the end of the year, due to increased demand for high-standard logistics spaces, also known as Triple A, which are modern constructions ensuring efficiency and safety for storage and distribution. This type of warehouse features ceiling heights above 12 meters, level floors capable of supporting over 5 tons per square meter, advanced fire suppression systems (J4 sprinklers), and strategic locations near highways, ports, and airports.
The vacancy rate of logistics warehouses under Sort Investimentos’ management dropped to 0.5% in 2024, with transactions totaling over R$ 100 million, a 30% increase compared to the previous year. ‘With the rise of Generation Z and advancements in automation technologies, logistics warehouses are solidifying their position as one of the most strategic investments in the real estate market, ensuring high profitability and continuous appreciation in the coming years,’ concludes Renato.
