TOPIC

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1. Logistics as an institutional pillar: structural demand driven by e-commerce and supply chain reconfiguration

• Expansion of Class A warehouses and last-mile facilities in Greater São Paulo

• Long-term leases with resilient tenants and strong credit profiles

• Cap rate compression vs. appreciation potential in strategic locations

• Opportunities in greenfield development and industrial asset retrofits

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2. Multifamily and rental housing: professionalizing a historically fragmented market

• Growth of the built-to-rent model and demand for flexible living

• Demographic trends and evolving urban lifestyles (young professionals, mobility)

• Operational excellence as a return driver (occupancy, churn, services)

• Investment structures with stable and predictable cash flow

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3. Office sector in transition: flight to quality and portfolio repositioning

• Polarization between prime assets (Faria Lima, JK, Vila Olímpia) and obsolete stock

• Evolving tenant demands: ESG, efficiency, flexibility, and technology

• Opportunities in retrofits and adaptive reuse (office-to-residential/hospitality)

• Discounted acquisitions during repricing cycles

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4. Urban and business hospitality: recovery, repositioning, and shifting demand dynamics

• Rebound in corporate travel and events in São Paulo

• Global operators vs. independent management: impact on performance

• Asset conversions and hybrid models (long-stay, serviced apartments)

• Opportunistic plays in distressed or underperforming assets

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5. Alternative assets: diversification and access to high-growth niches

• Data centers, life sciences, self-storage, and private education

• Structural demand linked to digitalization and demographic shifts

• Lower correlation with traditional real estate cycles

• Access through specialized platforms, joint ventures, and local operators