EXPO Real 2026 Special: Martin Ohly of 7R

Śwycięstwo na terenie w dobrych miejscach, z większością najwyższych budowlanymi to inwestorzy na długoterminach, a nie gracze skupieni na IRR. Power availability is becoming a critical site selection factor. Electrification of logistics fleets is significantly increasing power demand and grid connection capacity is becoming as important as land availability itself. Rising demand from the defense and industrial sectors, increased defense spending across Germany and Europe is generating additional demand for manufacturing, storage and logistics facilities. W najbliższym czasie widzę trzy formaty gwarancji i trzy grupy klientów, które oferują najgorsze rozwoje w Niemczech i całym Europie.

Najpierw, nowe centry rozwoju big box z 40.000 do 100.000 m2 zostaną bardzo atrakcyjne. Wielokrotne mieszkańcy kontynuują konsolidowanie ich ruchów do mniejszych, większych i bardziej automatycznych instalacji, które pozwalają na większą efektywność i małe koszty operacyjne. These assets also offer the best opportunities for automation, robotics and renewable energy generation. Second, urban and regional last mile facilities will continue to gain importance. Faster delivery expectations and increasing urbanization are driving demand for smaller logistics facilities close to major population centers, particularly around Germany's largest metropolitan regions. Logistics facilities with substantial power capacity will become increasingly valuable.

As transportation and industrial processes electrify, occupiers are placing greater emphasis on locations that can support EV fleets, charging infrastructure, automation systems and increasingly artificial intelligence-related data processing requirements. Na stronie tenantów trzy grupy stanują się. E-Commerce, D2C i Korea Express Parcel Operators, najszybciej rozwinięty segment osiągnięty, w tym coraz bardziej ważny grupa chińskich tenantów. Produkcja, osiągnięcie blisko, i osiągnięcie inwestycyjne związane z zagrożeniami, które wynikają z przenoszenia sprzętu do Europy i wzrosłego spędzania zagrożenia europejskiego. Urbany i regionalny operator logistyki ostatnich przebiegów, służący tym samym formatom ostatnich przebiegów, wskazanym na górę.

The biggest challenge for a warehouse developer in Germany remains securing developer land and obtaining planning permission in a timely manner. Land sourcing is our secret source. The permitting timeline can only be managed by a proper forecast After talking to the municipality early and built the realistic permitting assumptions directly into our underwriting. Germany is largely a brownfield market. Well located greenfield sites are difficult to find, so we actively look for regeneration potential in existing assets. This is exactly the approach behind our first German project, 7R City Park Berlin East, a brownfield scheme in Berlin's Lichtenberg district that combines the modernization of existing buildings with the potential to add two further buildings totaling 23,000 square meters, bringing the complete scheme to approximately 43,000 square meters at value of around 70 million.

Delivered together with Foreign Expansion Fund II , managed by PFR TFI. 7R completed the key formalities of the acquisition of a Berlin property from Karl Gruppe in July 2026, 7R's first project in Germany, an operational warehouse complex in the Lichtenberg district industrial area. 7R City Park Berlin East, a brownfield redevelopment combining modernization of the existing buildings with the potential to add two new buildings for a completed scheme of approximately 43,000 square meters value at around 70 million delivered with foreign expansion fund to FISAN managed by PFR TFI. Entered into a separately managed account with a professional investor on 6th of March 2026, targeting 200 million euro of investment in modern industrial warehouse and logistics development in Germany.

The strategy is focused on Germany's big seven cities, Berlin, Hamburg, Munich, Cologne, Frankfurt, Stuttgart and Düsseldorf. Targeting two to three new plots totaling approximately 100 to 150 thousand square meters this year with project launches expected towards the end of 2027. In the Czech Republic we completed our first Czech development, the park at Lucek nad Vlatvou with EQT Real Estate with totaling 56,500 square meters of logistics and light manufacturing space. We also signed a long term lease with GXO 7R Park Lawiczki. 7R Park Lawiczki.

Rozpoczęliśmy długoterminowe leśniki na 7R Hub Nowa Huta z marką BQ Medicine 30.000 m2 i Berna Polska około 6.500 m2. Zaznaczyliśmy także długoterminowe leśniki z Pepco na 51.000 m2 w Barnewiczu, w Gdańsku. On the catalyst bond market with green bonds an inaugural 34 million euro issue in February 2025 growing to 80.5 million euro by February 2026 with 96% of net proceeds allocated as confirmed in our first green bond allocation and impact report. Zwiększył program podpisania podpisów do 120 milionów w czerwcu i zastąpił pierwszy program podpisania podpisów publicznego do ponad 350 milionów w październiku.