{"id":14013,"date":"2022-04-20T10:38:21","date_gmt":"2022-04-20T10:38:21","guid":{"rendered":"https:\/\/www.arete.eu\/realitni-fondy-skupiny-arete-se-radi-na-spicku-trhu-z-hlediska-vynosu\/"},"modified":"2025-03-05T06:28:31","modified_gmt":"2025-03-05T06:28:31","slug":"realitni-fondy-skupiny-arete-se-radi-na-spicku-trhu-z-hlediska-vynosu","status":"publish","type":"post","link":"https:\/\/www.arete.eu\/cs\/realitni-fondy-skupiny-arete-se-radi-na-spicku-trhu-z-hlediska-vynosu\/","title":{"rendered":"Realitn\u00ed fondy skupiny ARETE se \u0159ad\u00ed na \u0161pi\u010dku trhu z hlediska v\u00fdnos\u016f"},"content":{"rendered":"&#13;\n<p>Spole\u010dnost ARETE INDUSTRIAL ozn\u00e1mila koupi druh\u00e9 pr\u016fmyslov\u00e9 haly na Slovensku. Are\u00e1l Belushi se stejn\u011b jako p\u0159edchoz\u00ed akvizice v Ke\u017emarku m\u016f\u017ee pochlubit tak\u00e9 dlouhodob\u00fdm n\u00e1jemcem s vysoce specializovanou v\u00fdrobou. Schopnost fondu zhodnotit vlastn\u00ed investice pat\u0159\u00ed k nejvy\u0161\u0161\u00edm v regionu. Dal\u0161\u00ed strategi\u00ed bude hledat mo\u017enosti n\u00e1kupu na nov\u00fdch trz\u00edch, \u0159\u00edk\u00e1 Lubor Svoboda, zakl\u00e1daj\u00edc\u00ed partner skupiny ARETE.   <\/p>&#13;\n<p><strong>C\u00edlov\u00e1 hodnota ARETE INDUSTRIAL byla sd\u011blena ve v\u00fd\u0161i 400 milion\u016f EUR. Kde se aktu\u00e1ln\u011b nach\u00e1z\u00edte na cest\u011b k tomuto c\u00edli? <\/strong><\/p>&#13;\n<p>M\u00e1te pravdu, n\u00e1\u0161 fond c\u00edl\u00edme tak, aby m\u011bl hodnotu spravovan\u00fdch aktiv 400 milion\u016f EUR. Moment\u00e1ln\u011b jsme asi ve \u010dtvrtin\u011b cesty tam. Dynamika v oblasti z\u00edsk\u00e1v\u00e1n\u00ed kapit\u00e1lu a investi\u010dn\u00edch p\u0159\u00edle\u017eitost\u00ed mi d\u00e1v\u00e1 jasn\u00fd sign\u00e1l, \u017ee bychom m\u011bli dos\u00e1hnout sv\u00e9ho c\u00edle ve stanoven\u00e9m \u010dasov\u00e9m r\u00e1mci. V ka\u017ed\u00e9m p\u0159\u00edpad\u011b v\u017edy db\u00e1me na kvalitu aktiv, kter\u00e1 kupujeme, n\u00e1jemce a samoz\u0159ejm\u011b n\u00e1vratnost fondu, kterou komunikujeme na\u0161im investor\u016fm. A proto\u017ee kl\u00ed\u010dov\u00ed mana\u017ee\u0159i ARETY jsou z\u00e1rove\u0148 investory fondu, chceme dos\u00e1hnout zhodnocen\u00ed p\u0159es 10 % p.a. To je n\u00e1\u0161 hlavn\u00ed c\u00edl.    <\/p>&#13;\n<p><strong>Popt\u00e1vka po pr\u016fmyslov\u00fdch nemovitostech roste a t\u00edm i v\u00fdnos z nich. Komplikuje to hled\u00e1n\u00ed akvizi\u010dn\u00edch p\u0159\u00edle\u017eitost\u00ed? <\/strong><\/p>&#13;\n<p>Likvidita na trhu pr\u016fmyslov\u00e9ho vlastnictv\u00ed je dobr\u00e1. Pozitivn\u00ed n\u00e1lada se odr\u00e1\u017e\u00ed i v masivn\u00edm meziro\u010dn\u00edm n\u00e1r\u016fstu po\u010dtu transakc\u00ed. Objektivn\u011b je na trhu m\u00e9n\u011b n\u00e1kupn\u00edch p\u0159\u00edle\u017eitost\u00ed. Na druhou stranu zaznamen\u00e1v\u00e1me pro n\u00e1\u0161 fond nejvy\u0161\u0161\u00ed objem akvizi\u010dn\u00edch p\u0159\u00edle\u017eitost\u00ed v posledn\u00edch letech. Je to d\u00e1no t\u00edm, \u017ee jsme schopni nach\u00e1zet investi\u010dn\u00ed p\u0159\u00edle\u017eitosti mimo voln\u00fd trh a \u017ee jsme schopni sami budovat nov\u00e9 pr\u016fmyslov\u00e9 parky. N\u00e1\u0161 komplexn\u00ed p\u0159\u00edstup v\u00fdrazn\u011b t\u011b\u017eil z velmi siln\u00e9 popt\u00e1vky po n\u00e1jemn\u00edch prostorech v pr\u016fmyslov\u00fdch objektech.     <\/p>&#13;\n<p><strong>Jak\u00e9 jsou bezprost\u0159edn\u00ed akvizi\u010dn\u00ed pl\u00e1ny va\u0161eho fondu?<\/strong><\/p>&#13;\n<p>Bohu\u017eel nemohu b\u00fdt p\u0159\u00edli\u0161 konkr\u00e9tn\u00ed. V ka\u017ed\u00e9m p\u0159\u00edpad\u011b bychom cht\u011bli v roce 2022 zdvojn\u00e1sobit hodnotu majetku ve fondu oproti konci roku 2021. Mohu tak\u00e9 prozradit, \u017ee \u010cesk\u00e1 republika a Slovensko budou i nad\u00e1le na\u0161imi kl\u00ed\u010dov\u00fdmi trhy. R\u00e1di bychom tak\u00e9 p\u0159idali jeden nebo dva pr\u016fmyslov\u00e9 parky v N\u011bmecku nebo Rakousku.   <\/p>&#13;\n<p><strong>Jak se m\u011bn\u00ed z\u00e1jem investor\u016f vkl\u00e1dat pen\u00edze do va\u0161ich fond\u016f?<\/strong><\/p>&#13;\n<p>Fondy ARETE pat\u0159\u00ed ve sv\u00e9m segmentu k nejziskov\u011bj\u0161\u00edm ve st\u0159edn\u00ed Evrop\u011b. T\u011b\u0161\u00ed m\u011b, \u017ee z\u00e1jem o investice do na\u0161eho sou\u010dasn\u00e9ho fondu je trvale velmi dobr\u00fd, a to i po za\u010d\u00e1tku ukrajinsk\u00e9 krize. Investo\u0159i hledaj\u00ed produkty, kter\u00e9 c\u00edl\u00ed nad inflaci, co\u017e n\u00e1\u0161 produkt spl\u0148uje. Z\u00e1rove\u0148 p\u0159ich\u00e1z\u00ed s velmi n\u00edzkou volatilitou a \u010diteln\u00fdm ekonomick\u00fdm prospektem. Kombinace v\u00fd\u0161e uveden\u00e9ho je pro investory atraktivn\u00ed. To plat\u00ed pro soukrom\u00e9 i institucion\u00e1ln\u00ed investory z\u00e1rove\u0148.     <\/p>&#13;\n<p><strong>Ovlivnila v\u00e1lka na Ukrajin\u011b vn\u00edm\u00e1n\u00ed Slovenska zahrani\u010dn\u00edmi investory?<\/strong><\/p>&#13;\n<p>Jedn\u00e1me s r\u016fzn\u00fdmi partnery a investory prakticky z cel\u00e9 EU a zat\u00edm jsme se nesetkali s t\u00edm, \u017ee by n\u011bkter\u00fd ze subjekt\u016f zm\u011bnil negativn\u011b sv\u016fj pohled na stabilitu a perspektivu st\u0159edn\u00ed Evropy, zejm\u00e9na \u010cesk\u00e9 republiky a Slovenska.<\/p>&#13;\n<p><strong>Jak\u00e9 bylo zhodnocen\u00ed fondu v roce 2021 a jak\u00e1 je va\u0161e progn\u00f3za pro tento rok?<\/strong><\/p>&#13;\n<p>D\u00edky skv\u011bl\u00e9 pr\u00e1ci cel\u00e9ho t\u00fdmu spr\u00e1vy portfolia jsme jen v lo\u0148sk\u00e9m roce dos\u00e1hli vysok\u00e9ho zhodnocen\u00ed v\u00edce ne\u017e 24 %. Vzhledem k v\u00fd\u0161e uveden\u00e9mu je pro m\u011b t\u011b\u017ek\u00e9 predikovat zhodnocen\u00ed pro leto\u0161n\u00ed rok, nicm\u00e9n\u011b v\u0161echny nov\u011b proveden\u00e9 transakce i portfolio jako celek spl\u0148uj\u00ed investi\u010dn\u00ed parametry a strategii fondu. Domn\u00edv\u00e1m se tedy, \u017ee rok 2022 bude z hlediska zhodnocen\u00ed majetku op\u011bt nadpr\u016fm\u011brn\u00fd.  <\/p>&#13;\n<p><strong>Na konci lo\u0148sk\u00e9ho roku jste nav\u00e1zali spolupr\u00e1ci s Partner Asset Management. Pro\u010d jsou pro v\u00e1s d\u016fle\u017eit\u00ed institucion\u00e1ln\u00ed investo\u0159i a distributo\u0159i? <\/strong><\/p>&#13;\n<p>Fond se zam\u011b\u0159uje jak na institucion\u00e1ln\u00ed, tak na soukrom\u00e9 investory. Spolupr\u00e1ce s Partners Asset Management, kter\u00e9 si velmi cen\u00edme, je logick\u00fdm vy\u00fast\u011bn\u00edm na\u0161ich aktivit sm\u011b\u0159uj\u00edc\u00edch ke zv\u00fd\u0161en\u00ed zapojen\u00ed instituc\u00ed jak do p\u0159\u00edm\u00fdch investic do fondu, tak do distribuce investi\u010dn\u00edch akci\u00ed fondu. Podle m\u00e9ho n\u00e1zoru maxim\u00e1ln\u011b vyu\u017e\u00edv\u00e1me potenci\u00e1l kombinace soukrom\u00fdch a institucion\u00e1ln\u00edch pen\u011bz. St\u00e1le v\u00edce se obrac\u00edme k investor\u016fm z n\u011bmecky mluv\u00edc\u00edch zem\u00ed.   <\/p>&#13;\n<p><strong>Obdob\u00ed po covidov\u00e9 \u010dasov\u00e9 v\u00e1lce a sou\u010dasn\u00e1 krize na Ukrajin\u011b zna\u010dn\u011b destabilizovaly dodavatelsk\u00e9 \u0159et\u011bzce. Vid\u00edte zv\u00fd\u0161enou pot\u0159ebu vytv\u00e1\u0159et bezpe\u010dnostn\u00ed z\u00e1soby? <\/strong><\/p>&#13;\n<p>Ur\u010dit\u011b ano. Abych uvedl p\u0159\u00edklad. P\u0159ed v\u00fdstavbou jednoho z na\u0161ich pr\u016fmyslov\u00fdch park\u016f jsme se s n\u00e1jemcem dohodli, \u017ee bude realizov\u00e1na pouze prvn\u00ed f\u00e1ze projektu a druh\u00e1 f\u00e1ze bude realizov\u00e1na p\u0159ibli\u017en\u011b do dvou let. T\u011bsn\u011b p\u0159ed podpisem smluvn\u00edch dokument\u016f n\u00e1s z\u00e1stupci n\u00e1jemce informovali, \u017ee pot\u0159ebuj\u00ed okam\u017eit\u011b roz\u0161\u00ed\u0159it skladov\u00e9 prostory. V d\u016fsledku toho byly ob\u011b f\u00e1ze realizov\u00e1ny sou\u010dasn\u011b. M\u00e1me n\u011bkolik analogick\u00fdch p\u0159\u00edklad\u016f. V ur\u010dit\u00fdch regionech p\u0159itom registrujeme opravdu v\u00fdrazn\u00fd p\u0159evis popt\u00e1vky po skladov\u00fdch prostorech nad nab\u00eddkou. D\u016fsledkem toho je, \u017ee n\u00e1jmy rostou.       <\/p>&#13;\n<p><strong>Vn\u00edm\u00e1te jako v\u011bt\u0161\u00ed probl\u00e9m vysok\u00e9 ceny stavebn\u00edch materi\u00e1l\u016f nebo jejich nedostatek?<\/strong><\/p>&#13;\n<p>V sou\u010dasn\u00e9 dob\u011b m\u00e1me rozestav\u011bno n\u011bkolik pr\u016fmyslov\u00fdch park\u016f a dodavatelsk\u00fdm firm\u00e1m se zat\u00edm da\u0159\u00ed zajistit materi\u00e1l v dostate\u010dn\u00e9m mno\u017estv\u00ed. P\u0159esto\u017ee se domn\u00edv\u00e1me, \u017ee probl\u00e9my na trhu materi\u00e1l\u016f a surovin jsou kr\u00e1tkodob\u00e9, vy\u0161\u0161\u00ed ceny pravd\u011bpodobn\u011b p\u0159etrvaj\u00ed. U\u017e jsme to prom\u00edtli do na\u0161ich kapit\u00e1lov\u00fdch rozpo\u010dt\u016f. Vzhledem k velikosti na\u0161eho portfolia a skute\u010dnosti, \u017ee pouze \u010d\u00e1st na\u0161ich nemovitost\u00ed je nov\u011b vyvinuta, nebudou m\u00edt vy\u0161\u0161\u00ed ceny n\u011bkter\u00fdch materi\u00e1l\u016f z\u00e1sadn\u00ed dopad na v\u00fdkonnost portfolia Fondu jako celku.   <\/p>&#13;\n<p><strong>Jak implementujete principy udr\u017eitelnosti do sv\u00e9 investi\u010dn\u00ed strategie?<\/strong><\/p>&#13;\n<p>P\u0159ipravujeme komplexn\u00ed politiku ESG na \u00farovni cel\u00e9 skupiny ARETE, kterou bychom cht\u011bli pln\u011b implementovat do poloviny leto\u0161n\u00edho roku. Principy ESG jsou v\u0161ak ji\u017e pln\u011b integrov\u00e1ny do \u010dinnost\u00ed spr\u00e1vy portfolia a nov\u00e9 v\u00fdstavby. V t\u00e9to oblasti \u00fazce spolupracujeme s na\u0161imi n\u00e1jemci. V\u0161echny na\u0161e haly v sou\u010dasn\u00e9 dob\u011b proch\u00e1zej\u00ed procesem certifikace BREEAM. Nejv\u011bt\u0161\u00edho pokroku jsme dos\u00e1hli v ochran\u011b \u017eivotn\u00edho prost\u0159ed\u00ed, p\u0159i\u010dem\u017e na\u0161\u00ed prioritou je vyu\u017e\u00edv\u00e1n\u00ed obnoviteln\u00fdch zdroj\u016f, \u00faspora energie a zam\u011b\u0159en\u00ed na sni\u017eov\u00e1n\u00ed na\u0161\u00ed uhl\u00edkov\u00e9 stopy.    <\/p>&#13;\n<p><a href=\"https:\/\/www.trend.sk\/trend-archiv\/l-svoboda-arete-akvizicie-hladame-aj-mimo-volneho-trhu\" target=\"_blank\" rel=\"noopener\">https:\/\/www.trend.sk\/trend-archiv\/l-svoboda-arete-akvizicie-hladame-aj-mimo-volneho-trhu<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>&#13; Spole\u010dnost ARETE INDUSTRIAL ozn\u00e1mila koupi druh\u00e9 pr\u016fmyslov\u00e9 haly na Slovensku. Are\u00e1l Belushi se stejn\u011b jako p\u0159edchoz\u00ed akvizice v Ke\u017emarku m\u016f\u017ee pochlubit tak\u00e9 dlouhodob\u00fdm n\u00e1jemcem s vysoce specializovanou v\u00fdrobou. Schopnost fondu zhodnotit vlastn\u00ed investice pat\u0159\u00ed k nejvy\u0161\u0161\u00edm v regionu. Dal\u0161\u00ed strategi\u00ed bude hledat mo\u017enosti n\u00e1kupu na nov\u00fdch trz\u00edch, \u0159\u00edk\u00e1 Lubor Svoboda, zakl\u00e1daj\u00edc\u00ed partner skupiny ARETE. &#13; C\u00edlov\u00e1 hodnota ARETE INDUSTRIAL byla sd\u011blena ve v\u00fd\u0161i 400 milion\u016f EUR. Kde se aktu\u00e1ln\u011b nach\u00e1z\u00edte na cest\u011b k tomuto c\u00edli? &#13; M\u00e1te pravdu, n\u00e1\u0161 fond c\u00edl\u00edme tak, aby m\u011bl hodnotu spravovan\u00fdch aktiv 400 milion\u016f EUR. Moment\u00e1ln\u011b jsme asi ve \u010dtvrtin\u011b cesty tam. Dynamika v oblasti z\u00edsk\u00e1v\u00e1n\u00ed kapit\u00e1lu a investi\u010dn\u00edch p\u0159\u00edle\u017eitost\u00ed mi d\u00e1v\u00e1 jasn\u00fd sign\u00e1l, \u017ee bychom m\u011bli dos\u00e1hnout sv\u00e9ho c\u00edle ve stanoven\u00e9m \u010dasov\u00e9m r\u00e1mci. V ka\u017ed\u00e9m p\u0159\u00edpad\u011b v\u017edy db\u00e1me na kvalitu aktiv, kter\u00e1 kupujeme, n\u00e1jemce a samoz\u0159ejm\u011b n\u00e1vratnost fondu, kterou komunikujeme na\u0161im investor\u016fm. A proto\u017ee kl\u00ed\u010dov\u00ed mana\u017ee\u0159i ARETY jsou z\u00e1rove\u0148 investory fondu, chceme dos\u00e1hnout zhodnocen\u00ed p\u0159es 10 % p.a. To je n\u00e1\u0161 hlavn\u00ed c\u00edl. &#13; Popt\u00e1vka po pr\u016fmyslov\u00fdch nemovitostech roste a t\u00edm i v\u00fdnos z nich. Komplikuje to hled\u00e1n\u00ed akvizi\u010dn\u00edch p\u0159\u00edle\u017eitost\u00ed? &#13; Likvidita na trhu pr\u016fmyslov\u00e9ho vlastnictv\u00ed je dobr\u00e1. Pozitivn\u00ed n\u00e1lada se odr\u00e1\u017e\u00ed i v masivn\u00edm meziro\u010dn\u00edm n\u00e1r\u016fstu po\u010dtu transakc\u00ed. Objektivn\u011b je na trhu m\u00e9n\u011b n\u00e1kupn\u00edch p\u0159\u00edle\u017eitost\u00ed. Na druhou stranu zaznamen\u00e1v\u00e1me pro n\u00e1\u0161 fond nejvy\u0161\u0161\u00ed objem akvizi\u010dn\u00edch p\u0159\u00edle\u017eitost\u00ed v posledn\u00edch letech. Je to d\u00e1no t\u00edm, \u017ee jsme schopni nach\u00e1zet investi\u010dn\u00ed p\u0159\u00edle\u017eitosti mimo voln\u00fd trh a \u017ee jsme schopni sami budovat nov\u00e9 pr\u016fmyslov\u00e9 parky. N\u00e1\u0161 komplexn\u00ed p\u0159\u00edstup v\u00fdrazn\u011b t\u011b\u017eil z velmi siln\u00e9 popt\u00e1vky po n\u00e1jemn\u00edch prostorech v pr\u016fmyslov\u00fdch objektech. &#13; Jak\u00e9 jsou bezprost\u0159edn\u00ed akvizi\u010dn\u00ed pl\u00e1ny va\u0161eho fondu? &#13; Bohu\u017eel nemohu b\u00fdt p\u0159\u00edli\u0161 konkr\u00e9tn\u00ed. V ka\u017ed\u00e9m p\u0159\u00edpad\u011b bychom cht\u011bli v roce 2022 zdvojn\u00e1sobit hodnotu majetku ve fondu oproti konci roku 2021. Mohu tak\u00e9 prozradit, \u017ee \u010cesk\u00e1 republika a Slovensko budou i nad\u00e1le na\u0161imi kl\u00ed\u010dov\u00fdmi trhy. R\u00e1di bychom tak\u00e9 p\u0159idali jeden nebo dva pr\u016fmyslov\u00e9 parky v N\u011bmecku nebo Rakousku. &#13; Jak se m\u011bn\u00ed z\u00e1jem investor\u016f vkl\u00e1dat pen\u00edze do va\u0161ich fond\u016f? &#13; Fondy ARETE pat\u0159\u00ed ve sv\u00e9m segmentu k nejziskov\u011bj\u0161\u00edm ve st\u0159edn\u00ed Evrop\u011b. T\u011b\u0161\u00ed m\u011b, \u017ee z\u00e1jem o investice do na\u0161eho sou\u010dasn\u00e9ho fondu je trvale velmi dobr\u00fd, a to i po za\u010d\u00e1tku ukrajinsk\u00e9 krize. Investo\u0159i hledaj\u00ed produkty, kter\u00e9 c\u00edl\u00ed nad inflaci, co\u017e n\u00e1\u0161 produkt spl\u0148uje. Z\u00e1rove\u0148 p\u0159ich\u00e1z\u00ed s velmi n\u00edzkou volatilitou a \u010diteln\u00fdm ekonomick\u00fdm prospektem. Kombinace v\u00fd\u0161e uveden\u00e9ho je pro investory atraktivn\u00ed. To plat\u00ed pro soukrom\u00e9 i institucion\u00e1ln\u00ed investory z\u00e1rove\u0148. &#13; Ovlivnila v\u00e1lka na Ukrajin\u011b vn\u00edm\u00e1n\u00ed Slovenska zahrani\u010dn\u00edmi investory? &#13; Jedn\u00e1me s r\u016fzn\u00fdmi partnery a investory prakticky z cel\u00e9 EU a zat\u00edm jsme se nesetkali s t\u00edm, \u017ee by n\u011bkter\u00fd ze subjekt\u016f zm\u011bnil negativn\u011b sv\u016fj pohled na stabilitu a perspektivu st\u0159edn\u00ed Evropy, zejm\u00e9na \u010cesk\u00e9 republiky a Slovenska. &#13; Jak\u00e9 bylo zhodnocen\u00ed fondu v roce 2021 a jak\u00e1 je va\u0161e progn\u00f3za pro tento rok? &#13; D\u00edky skv\u011bl\u00e9 pr\u00e1ci cel\u00e9ho t\u00fdmu spr\u00e1vy portfolia jsme jen v lo\u0148sk\u00e9m roce dos\u00e1hli vysok\u00e9ho zhodnocen\u00ed v\u00edce ne\u017e 24 %. Vzhledem k v\u00fd\u0161e uveden\u00e9mu je pro m\u011b t\u011b\u017ek\u00e9 predikovat zhodnocen\u00ed pro leto\u0161n\u00ed rok, nicm\u00e9n\u011b v\u0161echny nov\u011b proveden\u00e9 transakce i portfolio jako celek spl\u0148uj\u00ed investi\u010dn\u00ed parametry a strategii fondu. Domn\u00edv\u00e1m se tedy, \u017ee rok 2022 bude z hlediska zhodnocen\u00ed majetku op\u011bt nadpr\u016fm\u011brn\u00fd. &#13; Na konci lo\u0148sk\u00e9ho roku jste nav\u00e1zali spolupr\u00e1ci s Partner Asset Management. Pro\u010d jsou pro v\u00e1s d\u016fle\u017eit\u00ed institucion\u00e1ln\u00ed investo\u0159i a distributo\u0159i? &#13; Fond se zam\u011b\u0159uje jak na institucion\u00e1ln\u00ed, tak na soukrom\u00e9 investory. Spolupr\u00e1ce s Partners Asset Management, kter\u00e9 si velmi cen\u00edme, je logick\u00fdm vy\u00fast\u011bn\u00edm na\u0161ich aktivit sm\u011b\u0159uj\u00edc\u00edch ke zv\u00fd\u0161en\u00ed zapojen\u00ed instituc\u00ed jak do p\u0159\u00edm\u00fdch investic do fondu, tak do distribuce investi\u010dn\u00edch akci\u00ed fondu. Podle m\u00e9ho n\u00e1zoru maxim\u00e1ln\u011b vyu\u017e\u00edv\u00e1me potenci\u00e1l kombinace soukrom\u00fdch a institucion\u00e1ln\u00edch pen\u011bz. St\u00e1le v\u00edce se obrac\u00edme k investor\u016fm z n\u011bmecky mluv\u00edc\u00edch zem\u00ed. &#13; Obdob\u00ed po covidov\u00e9 \u010dasov\u00e9 v\u00e1lce a sou\u010dasn\u00e1 krize na Ukrajin\u011b zna\u010dn\u011b destabilizovaly dodavatelsk\u00e9 \u0159et\u011bzce. Vid\u00edte zv\u00fd\u0161enou pot\u0159ebu vytv\u00e1\u0159et bezpe\u010dnostn\u00ed z\u00e1soby? &#13; Ur\u010dit\u011b ano. Abych uvedl p\u0159\u00edklad. P\u0159ed v\u00fdstavbou jednoho z na\u0161ich pr\u016fmyslov\u00fdch park\u016f jsme se s n\u00e1jemcem dohodli, \u017ee bude realizov\u00e1na pouze prvn\u00ed f\u00e1ze projektu a druh\u00e1 f\u00e1ze bude realizov\u00e1na p\u0159ibli\u017en\u011b do dvou let. T\u011bsn\u011b p\u0159ed podpisem smluvn\u00edch dokument\u016f n\u00e1s z\u00e1stupci n\u00e1jemce informovali, \u017ee pot\u0159ebuj\u00ed okam\u017eit\u011b roz\u0161\u00ed\u0159it skladov\u00e9 prostory. V d\u016fsledku toho byly ob\u011b f\u00e1ze realizov\u00e1ny sou\u010dasn\u011b. M\u00e1me n\u011bkolik analogick\u00fdch p\u0159\u00edklad\u016f. V ur\u010dit\u00fdch regionech p\u0159itom registrujeme opravdu v\u00fdrazn\u00fd p\u0159evis popt\u00e1vky po skladov\u00fdch prostorech nad nab\u00eddkou. D\u016fsledkem toho je, \u017ee n\u00e1jmy rostou. &#13; Vn\u00edm\u00e1te jako v\u011bt\u0161\u00ed probl\u00e9m vysok\u00e9 ceny stavebn\u00edch materi\u00e1l\u016f nebo jejich nedostatek? &#13; V sou\u010dasn\u00e9 dob\u011b m\u00e1me rozestav\u011bno n\u011bkolik pr\u016fmyslov\u00fdch park\u016f a dodavatelsk\u00fdm firm\u00e1m se zat\u00edm da\u0159\u00ed zajistit materi\u00e1l v dostate\u010dn\u00e9m mno\u017estv\u00ed. P\u0159esto\u017ee se domn\u00edv\u00e1me, \u017ee probl\u00e9my na trhu materi\u00e1l\u016f a surovin jsou kr\u00e1tkodob\u00e9, vy\u0161\u0161\u00ed ceny pravd\u011bpodobn\u011b p\u0159etrvaj\u00ed. U\u017e jsme to prom\u00edtli do na\u0161ich kapit\u00e1lov\u00fdch rozpo\u010dt\u016f. Vzhledem k velikosti na\u0161eho portfolia a skute\u010dnosti, \u017ee pouze \u010d\u00e1st na\u0161ich nemovitost\u00ed je nov\u011b vyvinuta, nebudou m\u00edt vy\u0161\u0161\u00ed ceny n\u011bkter\u00fdch materi\u00e1l\u016f z\u00e1sadn\u00ed dopad na v\u00fdkonnost portfolia Fondu jako celku. &#13; Jak implementujete principy udr\u017eitelnosti do sv\u00e9 investi\u010dn\u00ed strategie? &#13; P\u0159ipravujeme komplexn\u00ed politiku ESG na \u00farovni cel\u00e9 skupiny ARETE, kterou bychom cht\u011bli pln\u011b implementovat do poloviny leto\u0161n\u00edho roku. Principy ESG jsou v\u0161ak ji\u017e pln\u011b integrov\u00e1ny do \u010dinnost\u00ed spr\u00e1vy portfolia a nov\u00e9 v\u00fdstavby. V t\u00e9to oblasti \u00fazce spolupracujeme s na\u0161imi n\u00e1jemci. V\u0161echny na\u0161e haly v sou\u010dasn\u00e9 dob\u011b proch\u00e1zej\u00ed procesem certifikace BREEAM. Nejv\u011bt\u0161\u00edho pokroku jsme dos\u00e1hli v ochran\u011b \u017eivotn\u00edho prost\u0159ed\u00ed, p\u0159i\u010dem\u017e na\u0161\u00ed prioritou je vyu\u017e\u00edv\u00e1n\u00ed obnoviteln\u00fdch zdroj\u016f, \u00faspora energie a zam\u011b\u0159en\u00ed na sni\u017eov\u00e1n\u00ed na\u0161\u00ed uhl\u00edkov\u00e9 stopy. &#13; https:\/\/www.trend.sk\/trend-archiv\/l-svoboda-arete-akvizicie-hladame-aj-mimo-volneho-trhu<\/p>\n","protected":false},"author":6,"featured_media":9826,"comment_status":"open","ping_status":"open","sticky":false,"template":"@@single-custom-post.php","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[64,63],"tags":[],"class_list":["post-14013","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bratislava-cs","category-praha-cs","investment-clanky-esg","news-rozhovory"],"acf":[],"rttpg_featured_image_url":{"full":["https:\/\/www.arete.eu\/wp-content\/uploads\/2025\/02\/nos6484-fin-min-scaled.jpg",1707,2560,false],"landscape":["https:\/\/www.arete.eu\/wp-content\/uploads\/2025\/02\/nos6484-fin-min-scaled.jpg",1707,2560,false],"portraits":["https:\/\/www.arete.eu\/wp-content\/uploads\/2025\/02\/nos6484-fin-min-scaled.jpg",1707,2560,false],"thumbnail":["https:\/\/www.arete.eu\/wp-content\/uploads\/2025\/02\/nos6484-fin-min-150x150.jpg",150,150,true],"medium":["https:\/\/www.arete.eu\/wp-content\/uploads\/2025\/02\/nos6484-fin-min-200x300.jpg",200,300,true],"large":["https:\/\/www.arete.eu\/wp-content\/uploads\/2025\/02\/nos6484-fin-min-683x1024.jpg",683,1024,true],"1536x1536":["https:\/\/www.arete.eu\/wp-content\/uploads\/2025\/02\/nos6484-fin-min-1024x1536.jpg",1024,1536,true],"2048x2048":["https:\/\/www.arete.eu\/wp-content\/uploads\/2025\/02\/nos6484-fin-min-1366x2048.jpg",1366,2048,true]},"rttpg_author":{"display_name":"newadmin","author_link":"https:\/\/www.arete.eu\/cs\/author\/newadmin\/"},"rttpg_comment":0,"rttpg_category":"<a href=\"https:\/\/www.arete.eu\/cs\/category\/bratislava-cs\/\" rel=\"category tag\">Bratislava<\/a> <a href=\"https:\/\/www.arete.eu\/cs\/category\/praha-cs\/\" rel=\"category tag\">Praha<\/a>","rttpg_excerpt":"&#13; Spole\u010dnost ARETE INDUSTRIAL ozn\u00e1mila koupi druh\u00e9 pr\u016fmyslov\u00e9 haly na Slovensku. Are\u00e1l Belushi se stejn\u011b jako p\u0159edchoz\u00ed akvizice v Ke\u017emarku m\u016f\u017ee pochlubit tak\u00e9 dlouhodob\u00fdm n\u00e1jemcem s vysoce specializovanou v\u00fdrobou. Schopnost fondu zhodnotit vlastn\u00ed investice pat\u0159\u00ed k nejvy\u0161\u0161\u00edm v regionu. Dal\u0161\u00ed strategi\u00ed bude hledat mo\u017enosti n\u00e1kupu na nov\u00fdch trz\u00edch, \u0159\u00edk\u00e1 Lubor Svoboda, zakl\u00e1daj\u00edc\u00ed partner skupiny ARETE.&hellip;","_links":{"self":[{"href":"https:\/\/www.arete.eu\/cs\/wp-json\/wp\/v2\/posts\/14013","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.arete.eu\/cs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.arete.eu\/cs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.arete.eu\/cs\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.arete.eu\/cs\/wp-json\/wp\/v2\/comments?post=14013"}],"version-history":[{"count":1,"href":"https:\/\/www.arete.eu\/cs\/wp-json\/wp\/v2\/posts\/14013\/revisions"}],"predecessor-version":[{"id":14014,"href":"https:\/\/www.arete.eu\/cs\/wp-json\/wp\/v2\/posts\/14013\/revisions\/14014"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.arete.eu\/cs\/wp-json\/wp\/v2\/media\/9826"}],"wp:attachment":[{"href":"https:\/\/www.arete.eu\/cs\/wp-json\/wp\/v2\/media?parent=14013"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.arete.eu\/cs\/wp-json\/wp\/v2\/categories?post=14013"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.arete.eu\/cs\/wp-json\/wp\/v2\/tags?post=14013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}