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Over the next two years, 2.7 million sqm of premium (A+ and A) industrial properties are expected to be delivered across the state of São Paulo. Out of the 13 monitored regions, 11 may receive new stock by 2027.
SiiLA’s research team highlights that, despite the projection, the figures are not absolute but rather an estimate based on the current scenario. Some developments may be delivered on schedule, while others could still be approved and added to the pipeline.
Looking at absolute numbers, Guarulhos leads the forecast with 677,000 sqm, followed by Greater ABC with 532,000 sqm, and Cajamar with 502,000 sqm.
However, it would be a mistake to assume that Guarulhos will be the fastest-growing market in the coming years. Despite the projected volume, the region is expected to expand by 29.54%, ranking fourth in proportional growth.
Grande ABC will take the lead: the 532,000 sqm projected will boost the regional stock by 62.25%. Currently, the total stock stands at 854,600 sqm, and with the new developments, it could reach 1.3 million sqm.
The city of São Paulo is expected to post the second-highest growth rate. With 264,000 sqm in new deliveries, the capital’s stock will grow by 41.65%. Embu will experience similar expansion—40.19%—driven by 376,000 sqm of upcoming projects.
On the other hand, Campinas will see the smallest relative variation. With just 9,000 sqm in new supply, the region will grow 1% over its current stock of 891,700 sqm.
Among the upcoming projects, standouts include Prologis Cajamar, one of the largest planned developments at 203,000 sqm; Goodman Guarulhos, with 115,000 sqm; and Zolver Bandeirantes, with 125,000 sqm.
Another relevant data point is pre-leasing. According to SiiLA, 6.1% of the stock delivered in the third quarter of this year has already been pre-leased. For the fourth quarter, the rate rises to 17%, while for the first quarter of 2026, 1.6% of the projected stock has been secured in advance.











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