ARETE

Domů
česko
Praha
ARETE

Skupina ARETE je nezávislý správce aktiv specializující se na nemovitosti a energetickou transformaci.

Nabízí institucionálním investorům, rodinným kancelářím a kvalifikovaným soukromým investorům přístup k alternativním strategiím s atraktivním výnosem.

31/07/2026

In prime Polish and Czech logistics corridors, the industrial vacancy rate has remained below 5% for an extended period 📌 This isn’t just a temporary dip; it’s a sustained market condition driven by several structural forces:

→ E-commerce continues to grow, increasing the demand for last-mile and regional distribution space.

→ Nearshoring is moving manufacturing and assembly closer to European consumers.

→ New supply takes 18 to 24 months to come online and is being absorbed as fast as it is built.

For investors, the message is clear: landlords have pricing power. Tenants in need of space are competing for it. They are signing longer leases to secure certainty, accepting higher rents, and investing in fitouts that raise their own switching costs.

27/07/2026

Is CEE truly a “secondary” market? Robert Ides, ARETE’s Managing Partner, argues that it is not 🥊

He identifies four key structural fundamentals:
1. harmonised institutional framework linked to the euro,
2. €1 trillion nearshoring wave driving industrial demand,
3. decarbonisation gap (with Poland alone needing an additional 16 GW of power capacity),
4. a persistent shortage of institutional capital in a fragmented market that is often driven by small ticket sizes.

That gap, where deals are too big for individuals but too small for large-scale operators, is precisely where ARETE steps in.

07/04/2026

The reality of the energy transition is increasingly visible.

As renewable pe*******on grows, so does volatility and with it, the value of flexible assets. Our recent investment in a cogeneration plant in Poland illustrates this shift in practice

🔸 The gap between electricity surplus and shortage is widening
🔸 Periods of low renewable output are becoming more frequent
🔸 Price volatility is increasing, especially during peak demand
🔸 Flexible gas-based generation benefits directly from these dynamics
🔸 Well-structured assets can capture value across different market conditions

At Arete Group, we view energy transition as essential to the process.

01/04/2026

ARETE INDUSTRIAL FUND has completed the disposal of ARETE Park Trenčín to Erste Asset Management GmbH*

The transaction reflects our disciplined approach to active asset management, creating value through timing, tenant quality and strong lease structures 📌

By exiting a fully leased, stabilised asset, we can crystallise value and redeploy capital into opportunities that better align with our long-term growth strategy.

At ARETE, portfolio optimisation and capital recycling remain key drivers of performance across market cycles.

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* for the full disclosure: Erste Asset Management GmbH, Slovak Republic branch, acting on behalf of ERSTE Real Estate Renta, open-ended mutual fund

01/04/2026

The Chief Investment Officer of our Energy Transition strategy, Martin Pacovsky, recently shared his perspective in EKONOM. He focused on the future of European energy, and one thing is clear: flexibility is no longer optional.

Europe’s energy system is undergoing a fundamental shift. As renewable pe*******on increases, so does volatility. With it, the need for reliable, flexible capacity. This is exactly where we see long-term value.

Key points:

▪️ Natural gas remains a critical stabilising element of the energy mix

▪️ Energy security is no longer just about supply — but diversification and resilience

▪️ The rise of renewables increases the need for flexible, dispatchable generation

▪️ Traditional standalone renewable investments face growing return uncertainty

▪️ Well-structured, flexible assets can generate multi-layered, resilient income streams

In a system shaped by geopolitics, electrification and market volatility, flexibility is becoming the backbone of modern energy infrastructure 🌏

10/03/2026

🎓Starting a career brings both important questions and exciting opportunities.

Our Summer Internship Programme is designed to help talented individuals navigate both.

In collaboration with the University of Oxford, we support the next generation of talent by providing practical exposure while helping shape responsible future leaders.

06/03/2026

CEE logistics remains a core allocation. 🎯

However, outperformance will result from smart entry pricing, conservative underwriting, and proactive value creation.

Miroslav Barnas, our CIO for Real Estate, outlines the key dynamics shaping the next phase of the market.

04/03/2026

The 2026 Commercial Real Estate outlook remains on track to a gradual recovery 🎲

Arete Group expects GDP growth of 2.4% in Czechia and 3.5% in Poland. As occupier demand normalises, this macroeconomic backdrop provides a supportive outlook.

Transitioning towards a more balanced supply-demand environment, vacancy rates appear close to their peak, reducing the risk of oversupply.

In 2026, selectivity and long-term positioning are evident. Performance above average likely stems from quality rather than quantity.

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22/12/2025

S blížícím se koncem roku bychom rádi poděkovali našim investorům a partnerům za jejich důvěru a dlouhodobou podporu. 🎄✨

Rok 2025 byl obdobím významného pokroku napříč našimi strategiemi v oblasti industriálních nemovitostí a energetické transformace. Úspěchy, které byly možné díky špičkovému nasazení našeho týmu.

ARETE Group vám přeje klidné svátky a úspěšný vstup do nového roku.

18/12/2025

With the outlook for 2026 pointing to steadier growth and supportive liquidity conditions, several themes are expected to shape investor positioning:

1. Central European markets take the stage
CEE markets continue to gain momentum, supported by rising investment activity, technological progress, and a weaker US dollar.

2. The AI revolution continues
AI remains a structural game-changer, with Asian economies leading the global supply chain. High-quality AI names across semiconductors and other technology sectors are expected to build on this momentum.

3. A weakening US dollar
The dollar is likely to depreciate further, strengthening non-US currencies such as the euro and yen. This dynamic could also support emerging market bonds and local currency debt.

4. Gold as a safe haven
Gold remains a key safe-haven asset in uncertain times. Although its pace of gains may moderate, it continues to serve as an effective hedge against inflation and volatility.

Adresa

Náměstí 14. října 642/17
Praha
15000

Telefon

+420226808901

Internetová stránka

http://www.arete.eu/

Upozornění

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