CTP targets €1 billion in annualized rental income by 2027
On the occasion of its investor day organized in Warsaw, CTP detailed its growth model financed by the cash flows of its rental portfolio. The group highlights an integrated model and the development potential embedded in its existing portfolio, project portfolio and land reserves.
CTP is organizing its 2026 Capital Markets Day in Warsaw on September 22, 2026, followed by asset visits on September 23, 2026, during which management is to present an update on its growth strategy, operational performance and long-term ambitions.
The group indicates it is relying on its operating portfolio, which generates cash flows, to self-finance its growth. This portfolio is targeted to reach €1 billion in annualized rental income by 2027.
CTP highlights the development potential integrated into its existing portfolio, project portfolio and land reserves.
1.8 million m² leased since the beginning of the year
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CTP reports leasing activity of 1.8 million m² over the first eight months of 2026, up 46% year-on-year. Approximately 65% of new leases were signed with existing customers.
The group attributes this momentum to sustained leasing demand in its markets, the drivers of which it says are accentuated by the geopolitical context.
As of end June 2026, CTP positions itself as Europe's leading listed owner, developer and manager of logistics and industrial real estate by gross rental area, with a portfolio of 14.8 million m² in 12 countries and 2.0 million m² under construction, serving more than 1,700 customers.
« The Group reiterates its Company-specific adjusted EPRA EPS guidance for 2026 of €1.01-€1.03. » ; « CTP expects double-digit Company-specific adjusted EPRA EPS growth in the years thereafter »
Risks mentioned
Expected broadly stable estimated rental values (ERVs) for remainder of 2026, with rental growth resuming only in 2027
Leverage ratio at 46.6% above medium-term target range of 40-45%, requiring earnings growth and disciplined capital allocation to return to target
Lower end of 2026 delivery guidance range (1.4-1.7 million sqm) reflecting timing of project completions
Opportunities identified
Record leasing activity of 1.943 million sqm (+23% YoY) driving strong rental growth
Expected to reach €1 billion of annualised rental income in 2027 through development completions and like-for-like rental growth
33.4 million sqm landbank providing significant embedded development potential with over €7 billion of illustrative development valuation uplift
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
