Investor Presentaiton
Commercial Real Estate - Warehouses
Werehouses resources (k m²)
4.000
3.000
2.000
1.000
Werehouses prime yield (in %)
30.000
25.000
20.000
15.000
10.000
5.000
5.15
5.00
5.15
4.00
4.25
3.70
3.90
4.25
4.50
Total surface resources (right axis)
Werehouses resources by region (%)
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
H1
Annual supply
2%
3% 3%
3%
18%
4%
4%
5%
11%
13%
15%
Górny Śląsk
Warszawa Strefa II
Polska Centralna
Dolny Śląsk
Szczecin
8
Polska Wschodnia
Kraków
7
6
Warszawa Strefa I
5
Poznań
Lubuskie
4
18%
Trójmiasto
Bydgoszcz-Toruń
3
2
1
0
Source: NEWMARK
In Poland prime yield is the highest in Europe (5.15%)
Warehouse resources are constantly growing. Structure of warehouses by
regions over 50% for Warsaw - Around, Gorny Slask and Central Poland.
Vacancy ratio on low level differentiate by region.
Covered Bonds Investor Presentation
Amsterdam|
Source: NEWMARK
Source: Savills 2019 Q4
Werehouses space resources and vacancy rate (%)
Warehouse resources (thous.m2)
Vacancy rate (%)
Polska Wschodnia
Stockholm
Warszawa Strefa I
Warszawa Strefa II
Warsaw
Moscow
5.000.000
4.000.000
3.000.000
2.000.000
1.000.000
0%
Source: NEWMARK
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