Log CP Seals R$1.05 Billion Sale of 12 Logistics Assets to Investment Vehicle

Overview

• Log CP signed a binding, firm‑commitment agreement to sell 12 operating assets via a new investment vehicle for about R$1.046–1.05 billion.
• Roughly 80% of the consideration will be paid in cash upfront and 20% in units of the vehicle, with Log retaining a stake and an expected margin near 33%.
• The company will keep commercial management, property administration and condominium services for the assets, preserving service revenue streams.
• The portfolio spans seven states and ten cities from Rio Grande do Sul to Pará, and the deal is the largest asset disposal the company has executed.
• Management reported Q4 2025 net income of R$70 million, down about 29.5% on higher interest costs, while EBITDA rose 3.9% to R$148.1 million and full‑year EBITDA increased 22% to R$602 million, supporting a development plan targeting 2 million m² delivered by 2028.