Logotype for LOG Commercial Properties e Participações S.A.

LOG Commercial Properties e Participações (LOGG3) Institutional presentation summary

Event summary combining transcript, slides, and related documents.

Logotype for LOG Commercial Properties e Participações S.A.

Institutional presentation summary

3 Jun, 2026

Strategic positioning and growth drivers

  • Vertically integrated operations span land identification, construction, leasing, management, and asset recycling, enabling full control over the value chain and recurring value generation.

  • Nationwide presence with 984 million sqm of GLA across 31 assets, with strong geographical diversification beyond the Southeast.

  • Modular warehouses and integrated solutions allow flexibility to serve diverse client needs and rapid absorption of new space.

  • Focus on Class A logistics assets, benefiting from the market's flight to quality and e-commerce-driven demand, with vacancy rates significantly below industry average.

  • Asset recycling strategy reinvests proceeds into new developments and dividends, optimizing portfolio quality and shareholder returns.

Operational and financial performance

  • Delivered 65.5 thousand sqm of GLA in 1Q26, with 100% pre-leasing and a stabilized vacancy rate of 1.10%.

  • Gross absorption reached 185.8 thousand sqm GLA in 1Q26, reflecting robust demand.

  • Net income for 1Q26 was R$134 million, up 55.2% year-over-year, with EBITDA of R$185.1 million, up 53.2%.

  • Dividend distribution of R$31.8 million for 1Q26, maintaining a track record of consistent payouts.

  • Average ticket per sqm of GLA reached R$23.84, with price increases above inflation for 15 consecutive quarters.

Portfolio and client base

  • Portfolio includes high-quality assets in key metropolitan areas, with blue-chip tenants and over 75% of leases to leading multinationals and major national players.

  • Highly diversified client base across sectors, with 143 clients and 189 active contracts.

  • E-commerce, logistics, retail, and pharmaceuticals are major tenant sectors, supporting stable cash flows.

  • Asset management unit oversees 2.9 million sqm GLA, providing high service standards and operational stability.

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