cy.search
Internal Research and Applied Economics team that transforms data and trends into strategic knowledge. Supports the firm's specialists with relevant insights and diagnostics that directly contribute to decision-making and the development of investment theses.
Market Projections: State of São Paulo
What can we expect from the logistics warehouse sector in 2023? This study analyzes one of the largest segments of the global real estate market with a focus on the state of São Paulo. Using projections based on sector indicators, the study aims to identify patterns in demand and supply of space, which influence vacancy rates and rental prices.
A New Cycle?
This report compiles data on real estate financing, addressing the impacts of the pandemic on this credit modality—especially in terms of funding—and the future outlook for the sector. One of the key questions raised is the viability of savings-based funding for real estate loans in a scenario where interest rates may remain above 8.5% per year for a significant period.
Regional Dynamism Index
In this study, cy.search proposes an indicator aimed at capturing the sub-regional dynamics of the logistics warehouse market in the state of São Paulo. The main statistic traditionally monitored by the market to assess sub-regional dynamism is net absorption. However, this metric can mask the true levels of demand, as absorption only occurs when there is available inventory to be absorbed.
Logistics Market Indicators Applied to the São Paulo Context
This report aims to identify the current state and future outlook of the logistics warehouse market in São Paulo. To assess the current state, it uses economic activity indexes. To understand the future direction of the sector, the study analyzes existing and projected vacancy levels through the construction pipeline and recent net absorption.
