The high standard logistics condominium market has reached Record of 7.2% in the second quarter of 2025, the lowest level since 2016. Data are from Colliers, multinational real estate corporate services and investment management, and were anticipated at Infomoney.
The country has reached a total inventory of 28.8 million m²3% growth in quarterly and 8% comparison in the last 12 months. Between April and June, 443.7 thousand ² of new areas concentrated in five states: BA, MT, PE, SC and SP. Another 4.3 million m² is under development in the country.
Heated demand
The low vacancy rate points to Great demand by these highly specialized spaces for inventory and storage. This dynamic reflects the transformation of logistics operations, with e-commerce advance and the change of consumption pattern.
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“This shows that the offer for high -end enterprises is increasingly scarce. Even with the heated construction sector, new deliveries have not been able to monitor companies’ demand for quality and strategic location. The market is still expanding, with a scenario especially favorable to owners,” says Ricardo Betancourt, CEO of Colliers.
| Quarter | Vocance |
| 2T25 | 7,2% |
| 1t25 | 8,1% |
| 4T24 | 9% |
| 3T24 | 8,8% |
| 2T24 | 10% |
Colliers data indicate that the country’s vacancy rate has fallen nearly three percentage points in the last 12 months, and almost a percentage point compared to the 1st quarter of 2025.
This reduction is a direct reflection of consistent absorption and the adequacy of new stocks to regional demand, without excess supply, according to the company.
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High prices
The price of the square meter had an increase over the previous quarter. THE Average of the country is R $ 30/m².
The states with the highest value per square meter are SP (R $ 33/m²), RJ (R $ 30/m²) and SC (R $ 28/m²). At the other end, with the lowest value per area, are PB (R$ 23/m²), PE e RS (R$ 24/m² cada).
According to Colliers, the appreciation is linked to the low availability in key markets and the scarcity of land near the main urban centers and the high construction costs.
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“The pressure on rental values is mainly due to four factors: little offer, high construction cost, few land for development near large cities and high cost of capital. This combination pushes prices up and the tendency is that this scenario will continue in the coming months,” Betancourt adds.
In addition, there is an acceleration of the flight to qualitywith, which offer greater operational efficiency, safety, automation and strategic location. This is a reflection of changes in consumer patterns, which require agility and high performance logistics centers, not just traditional deposits.
Real estate funds
Logistic real estate funds have benefited directly from this scenario, as the valorization of the sheds raises the patrimonial value of the funds, as well as generating stable income flows for quota holders.
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Recently, operations involving FIIs in the acquisition and sale of logistics portfolios have moved billionaire values. Among them is the full sale of the RBR Asset warehouse portfolio for XP Asset, in one, which marked a strategic RBR restructuring to focus on assets in the 30th of São Paulo and other capitals.
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