LOG Commercial Properties e Participações (LOGG3) Corporate Presentation summary

Business overview and strategy

• Major developer and lessor of high-end logistics warehouses in Brazil, operating in all regions with a verticalized, integrated approach from land acquisition to asset recycling.

• Delivered 63.4k sqm GLA in 2Q24, with 79% pre-leased and stabilized vacancy at 1.65%.

• Asset recycling is a key growth driver, with R$764.1 million recycled YTD, supporting expansion and dividend payments.

• Strategic pillars include geographic diversification, integrated operations, and modular warehouses to serve diverse client needs.

• Growth plans target 2 million sqm of new GLA from 2025–2028, aiming for 70% net portfolio growth.

Operational performance

• 114.5k sqm GLA produced in 2Q24, a 23.4% QoQ increase, reflecting strong production capacity.

• 188 clients across 234 active contracts, with sector concentration below 17% and largest client at 6.7%.

• Pre-leasing rates for new deliveries consistently high, supporting low vacancy and price increases above inflation.

• Modular, scalable construction and strategic locations enhance asset attractiveness and operational efficiency.

Financial performance

• Net income grew 108.8% YoY in 2Q24, reaching R$91.9 million.

• EBITDA rental margin at 71.9%, with NAV/share CAGR of 18.1% from 2020 to 2Q24.

• Sales margins from asset recycling ranged from 41% to 47% in 2024.

• Net revenue for 2Q24 was R$53.4 million, with gross profit of R$52.1 million.

• Investment properties valued at R$4.47 billion as of 2Q24.