The advancement of e-commerce and the growth of Generation Z as a dominant consumer force have transformed the logistics market in Brazil. This generation, formed by young people born between 1995 and 2010, that by 2030 will represent 58% of the global workforce, has highly digital and immediate shopping habits, what 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, increase of 10,5% compared to the previous year, with more than 418,6 million orders and an average ticket of R$ 490. By 2025, the projection is that online sales will exceed R$ 234 billion. The data is from the Brazilian Association of Electronic Commerce (ABComm)
Generation Z is the most connected in history, what 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 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, what 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 strategic assets for large retailers and logistics operators. This movement not only drives the appreciation of the sector,but also attracts investors who see in logistics warehouses a safe and highly profitable opportunity, especially in areas close to urban centers and transport corridors, highlights Renato Monteiro, CEO of Sort Investments
Currently, the price of the square meter has already exceeded R$ 5.500, but it can reach R$ 6.500 by the end of the year,due to the increased demand for high-standard logistics spaces, also called Triple A, what are modern constructions that ensure efficiency and safety for storage and distribution. This type of warehouse has a ceiling height of over 12 meters, level floors that support more than 5 tons per square meter, advanced fire fighting systems (J4 sprinklers) and strategic location near highways, ports and airports
The vacancy rate of the logistics warehouses managed by Sort Investimentos fell to 0,5% in 2024, with negotiations totaling over R$ 100 million, 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, concluded Renato
