Log Commercial Properties 2026 Log Day Takeaways

Goldman Sachs reviews Log Day 2026, noting Log Commercial Properties' plan to grow service fees to 16% of EBITDA while maintaining a 2 million sqm development pipeline.

Key Takeaways

• 1.Log is pivoting towards increasing service fees through its Log 360 platform, targeting up to 16% of EBITDA by 2030.
• 2.The company maintains a massive 2 million sqm development pipeline to capitalize on net absorption exceeding supply across Brazil.
• 3.Management aims to maintain a flexible model that shifts between retaining assets for yield or monetizing them based on interest rate environments.

Table of Contents

• Log Commercial Properties (LOGG3.SA): 2026 Log Day Takeaways
• LatAm Industrial Comp Sheet
• Valuation Methodology and Key Risks
• Disclosure Appendix
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial