Bandeirantes/Anhanguera Leads Industrial Real Estate Inventory Among São Paulo State Axes

SiiLA data reveals an increase in the concentration of industrial properties along the main road axes of São Paulo

Ricardo Almendra, Co-founder and CEO of RBR, owner of WT RBR Cajamar-Franco da Rocha

By: SiiLA News

12/26/2023

The routes for goods distribution play a crucial role in the logistic real estate market, directly influencing tenant decision-making. An exclusive analysis by SiiLA indicates that the Bandeirantes/Anhanguera axis, managed by CCR AutoBan, leads among axes with the largest industrial real estate inventory. This axis concentrates 5.8 million m² of class A+, A, and B industrial properties. The Bandeirantes Highway is popularly known as one of the most modern roads in the country, with 5 lanes in its main stretch connecting São Paulo to Jundiaí. The Bandeirantes/Anhanguera axis links the capital to cities like Cajamar and Campinas.

Prominent developments in this axis include WT RBR Cajamar-Franco da Rocha, currently 100% occupied by CAOA Cherry and Mercado Livre. The property is part of the RBR Log FII Fund and WTorre's portfolio. Another notable development is Centro Logístico Cajamar – Bandeirantes, currently with an 88% occupancy rate, housing tenants such as Mobly and Vip Transportes. The property belongs to XP Log Fund, XPLG11.

The second highway with the highest concentration of industrial properties is Dutra/Ayrton Senna, with 2 million m². Castelo Branco follows with a combined area of 1.4 million m² of industrial assets.

Régis Bittencourt is the fourth axis with the highest concentration of industrial properties, with 733,000 m². The Imigrantes/Anchieta, Fernão Dias/Dom Pedro I, and Raposo Tavares axes have 733,000 m², 533,000 m², and 274,000 m², respectively.

Distribution of the new inventory for 2024

Projections for the year 2024 indicate a significant new inventory to be delivered, distributed along the main axes of the state. In the first quarter, the expectation is for 397,000 m² to be delivered, with Bandeirantes/Anhanguera leading, foreseeing 202,000 m².

The second quarter of the next year already expects 611,000 m² of new inventory to be delivered, also led by Bandeirantes/Anhanguera with 230,000 m², followed by Dutra/Ayrton Senna with 215,000 m².

In the third quarter, the new industrial properties inventory is more balanced, with projections of 233,000 m². Bandeirantes/Anhanguera and Dutra/Ayrton Senna vie for the lead with 165,000 m² and 215,000 m², respectively. Régis Bittencourt forecasts 110,000 m². The last quarter of 2024 stands out with only 152,000 m², with Dutra/Ayrton Senna being the protagonist, anticipating a new stock of 108,000 m².

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