deutsche industrie reit-ag (dir) · portfolio #1 - neubrandenburg 5 dir-001 type production &...
TRANSCRIPT
Deutsche Industrie REIT-AG (DIR)Real Estate Portfolio
13 August 2020
PortfolioBroad regional allocation
2
Pro forma portfolio as of 13/08/2020 = including notarised properties YTD with transfer of ownership after 30/06/2020Source | Google Maps
Every location of our properties can be found here:
https://deutsche-industrie-reit.de/en/property/portfolio/
Portfolio as of 30/06/2020
Acquired properties
with transfer after 30/06/2020
Federal State Properties Commercial space Annualised rent % of rent
North Rhine-Westphalia 25 371,460 sqm 13,815 k€ 28.7%
Lower Saxony 8 265,436 sqm 7,987 k€ 16.6%
Bavaria 6 125,109 sqm 7,731 k€ 16.1%
Baden-Wurttemberg 8 172,929 sqm 7,042 k€ 14.6%
Mecklenburg Western Pomerania 7 119,742 sqm 3,082 k€ 6.4%
Brandenburg 5 46,399 sqm 2,204 k€ 4.6%
Saxony-Anhalt 6 58,466 sqm 1,920 k€ 4.0%
Thuringia 4 57,150 sqm 1,680 k€ 3.5%
Rhineland Palatinate 1 20,905 sqm 1,043 k€ 2.2%
Saarland 1 44,084 sqm 948 k€ 2.0%
Bremen 1 9,496 sqm 420 k€ 0.9%
Berlin 1 8,816 sqm 228 k€ 0.5%
Total 73 1,299,991 sqm 48,100 k€ 100.0%
PortfolioProperties Overview
3
All properties in excel:
https://deutsche-industrie-reit.de/en/property/portfolio/
# Properties
No. of
commercial
units
Total rental
space in
sqm
Commercial
rental space
in sqm
Annualised
In place
rent in k€
Occupancy
commercial
WALT
in
years
IPR
commercial
in €/sqm
Current
market
value
m€
Yield
49 Properties with transfer before 01/10/2019 1,191 1,149,813 910,200 33,431 89.0% 4.7 3.38 420,667 7.9%
15 Properties with transfer 01/10/2019 until 30/06/2020 316 342,018 260,141 10,885 79.2% 6.0 4.27 126,310 8.6%
64 Portfolio as of 30/06/2020 1,507 1,491,831 1,170,341 44,316 86.8% 5.0 3.56 546,977 8.1%
9 Properties with transfer after 30/06/2020 122 136,072 129,650 3,784 98.4% 6.6 2.39 35,302 10.7%
73 Proforma Portfolio 1,629 1,627,903 1,299,991 48,100 88.0% 5.1 3.43 582,279 8.3%
Properties(balanced as of30 June 2020)
Portfolio#1 - Neubrandenburg
5
DIR-001
Type Production & logistics Sector(s)
Federal State Mecklenburg Western Pomerania Type of ownership
Property area 82,315 sqm Land use 69% Date of transfer Q1-2015
Commercial units 26 Total Rental space 56,519 sqm Commercial Rental space 36,243 sqm
Annualised In place rent 678 k€ IPR/sqm. Commercial 1.56 €/sqm WALT 6.8 years
Occupancy 98.0% Current market value 6,300 k€ Yield 10.8%
Wood-working, car services, parcel service
17033 Neubrandenburg, Augustastraße 30
Freehold
Portfolio#2 - Güstrow
6
DIR-003
Type Production & logistics Sector(s)
Federal State Mecklenburg Western Pomerania Type of ownership
Property area 15,274 sqm Land use 100% Date of transfer Q1-2016
Commercial units 1 Total Rental space 15,274 sqm Commercial Rental space 6,130 sqm
Annualised In place rent 90 k€ IPR/sqm. Commercial 1.22 €/sqm WALT 10.8 years
Occupancy 100.0% Current market value 790 k€ Yield 11.4%
Freehold
18273 Güstrow, Glasewitzer Chaussee 31
Metalworking
Portfolio#3 - Bad Salzdetfurth
7
DIR-005
Type Industrial park Sector(s)
Federal State Lower Saxony Type of ownership
Property area 116,371 sqm Land use 44% Date of transfer Q1-2017
Commercial units 136 Total Rental space 51,385 sqm Commercial Rental space 48,633 sqm
Annualised In place rent 1,683 k€ IPR/sqm. Commercial 3.76 €/sqm WALT 1.2 years
Occupancy 74.9% Current market value 14,800 k€ Yield 11.4%
31162 Bad Salzdetfurth, Teccenter 1
Automotive supplier, IT-Services, Logistics
Partial leasehold
Portfolio#4 - Löhne
8
DIR-006
Type Logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 98,702 sqm Land use 48% Date of transfer Q2-2017
Commercial units 2 Total Rental space 47,518 sqm Commercial Rental space 47,518 sqm
Annualised In place rent 1,949 k€ IPR/sqm. Commercial 3.42 €/sqm WALT 6.5 years
Occupancy 100.0% Current market value 21,700 k€ Yield 9.0%
Mail order, Furniture hardware
Partial leasehold
32584 Löhne, Dieselstraße 7, 9
Portfolio#5 - Schortens
9
DIR-007
Type Industrial park Sector(s)
Federal State Lower Saxony Type of ownership
Property area 178,973 sqm Land use 55% Date of transfer Q1-2017/2018
Commercial units 174 Total Rental space 98,066 sqm Commercial Rental space 96,108 sqm
Annualised In place rent 3,727 k€ IPR/sqm. Commercial 5.03 €/sqm WALT 3.7 years
Occupancy 61.0% Current market value 43,300 k€ Yield 8.6%
26419 Schortens, Olympiastraße 1
Federal authority, multi-service providers, several trading companies
Freehold
Portfolio#6 - Rostock
10
DIR-008
Type Logistics Sector(s)
Federal State Mecklenburg Western Pomerania Type of ownership
Property area 84,673 sqm Land use 46% Date of transfer Q1-2017/2018
Commercial units 111 Total Rental space 39,023 sqm Commercial Rental space 38,459 sqm
Annualised In place rent 1,063 k€ IPR/sqm. Commercial 2.35 €/sqm WALT 1.9 years
Occupancy 96.6% Current market value 15,200 k€ Yield 7.0%
18069 Rostock, Handelsstraße 3
Wind power plant producer, logistics
Freehold
Portfolio#7 - Bornheim
11
DIR-009
Type Logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 13,608 sqm Land use 67% Date of transfer Q1-2017/2018
Commercial units 3 Total Rental space 9,057 sqm Commercial Rental space 9,057 sqm
Annualised In place rent 333 k€ IPR/sqm. Commercial 3.02 €/sqm WALT 0.5 years
Occupancy 100.0% Current market value 6,100 k€ Yield 5.5%
Freehold
53332 Bornheim, Ottostraße 91
Logistics, health care
Portfolio#8 - Drei Gleichen
12
DIR-010
Type Logistics Sector(s)
Federal State Thuringia Type of ownership
Property area 107,685 sqm Land use 22% Date of transfer Q2-2017/2018
Commercial units 1 Total Rental space 24,004 sqm Commercial Rental space 24,004 sqm
Annualised In place rent 600 k€ IPR/sqm. Commercial 2.08 €/sqm WALT 3.0 years
Occupancy 100.0% Current market value 7,200 k€ Yield 8.3%
99869 Drei Gleichen, Dr.-Bube-Straße 6
Supermarket chain
Freehold
Portfolio#9 - Wuppertal
13
DIR-011
Type Industrial park Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 13,438 sqm Land use 72% Date of transfer Q3-2017/2018
Commercial units 67 Total Rental space 9,692 sqm Commercial Rental space 9,320 sqm
Annualised In place rent 402 k€ IPR/sqm. Commercial 4.70 €/sqm WALT 1.6 years
Occupancy 71.1% Current market value 6,200 k€ Yield 6.5%
Specialist traders, safety equipment, education institution
Freehold
42285 Wuppertal, Am Brögel 1A-23
Portfolio#10 - Remscheid
14
DIR-012
Type Industrial park Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 42,648 sqm Land use 63% Date of transfer Q3-2017/2018
Commercial units 192 Total Rental space 27,021 sqm Commercial Rental space 26,625 sqm
Annualised In place rent 849 k€ IPR/sqm. Commercial 3.27 €/sqm WALT 0.7 years
Occupancy 81.2% Current market value 10,700 k€ Yield 7.9%
42857 Remscheid, Kippdorfstr. 6-24
Mechanical engineering, specialist traders, logistics
Freehold
Portfolio#11 - Neustadt-Glewe
15
DIR-013
Type Production & logistics Sector(s)
Federal State Mecklenburg Western Pomerania Type of ownership
Property area 26,548 sqm Land use 42% Date of transfer Q2-2017/2018
Commercial units 5 Total Rental space 11,081 sqm Commercial Rental space 10,932 sqm
Annualised In place rent 114 k€ IPR/sqm. Commercial 1.61 €/sqm WALT 7.5 years
Occupancy 52.1% Current market value 2,420 k€ Yield 4.7%
19306 Neustadt-Glewe, Brauereistr. 30-35
Logistics
Freehold
Portfolio#12 - Dortmund
16
DIR-014
Type Industrial park Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 28,004 sqm Land use 88% Date of transfer Q3-2017/2018
Commercial units 40 Total Rental space 24,776 sqm Commercial Rental space 20,777 sqm
Annualised In place rent 734 k€ IPR/sqm. Commercial 3.38 €/sqm WALT 3.7 years
Occupancy 83.2% Current market value 9,000 k€ Yield 8.2%
Freehold
44143 Dortmund, Hannöversche Str. 22 b,d
Event organiser, specialist trader, education institution
Portfolio#13 - Bochum
17
DIR-015
Type Industrial park Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 10,662 sqm Land use 33% Date of transfer Q3-2017/2018
Commercial units 10 Total Rental space 3,522 sqm Commercial Rental space 3,272 sqm
Annualised In place rent 209 k€ IPR/sqm. Commercial 5.04 €/sqm WALT 6.5 years
Occupancy 100.0% Current market value 2,910 k€ Yield 7.2%
44867 Bochum, Kantstr. 10, 18-20
Custom tailor, university, printing
Freehold
Portfolio#14 - Witten
18
DIR-016
Type Industrial park Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 27,082 sqm Land use 42% Date of transfer Q3-2017/2018
Commercial units 36 Total Rental space 11,304 sqm Commercial Rental space 8,147 sqm
Annualised In place rent 350 k€ IPR/sqm. Commercial 3.27 €/sqm WALT 3.3 years
Occupancy 92.8% Current market value 3,970 k€ Yield 8.8%
Medical gases, locksmith, various craftsmen
Freehold
58456 Witten, Rüsbergstr. 70
Portfolio#15 - Ronnenberg
19
DIR-017
Type Production & logistics Sector(s)
Federal State Lower Saxony Type of ownership
Property area 47,502 sqm Land use 65% Date of transfer Q4-2017/2018
Commercial units 5 Total Rental space 31,099 sqm Commercial Rental space 30,099 sqm
Annualised In place rent 827 k€ IPR/sqm. Commercial 2.50 €/sqm WALT 1.5 years
Occupancy 89.7% Current market value 10,100 k€ Yield 8.2%
30952 Ronnenberg, Berliner Str. 1-3, Chemnitzer Str. 11, 13
Natural cosmetics
Partial leasehold
Portfolio#16 - Elchingen
20
DIR-018
Type Production & logistics Sector(s)
Federal State Bavaria Type of ownership
Property area 7,690 sqm Land use 100% Date of transfer Q3-2017/2018
Commercial units 1 Total Rental space 7,690 sqm Commercial Rental space 3,258 sqm
Annualised In place rent 168 k€ IPR/sqm. Commercial 4.29 €/sqm WALT 8.5 years
Occupancy 100.0% Current market value 3,130 k€ Yield 5.4%
89275 Elchingen, Dieselstraße 10
Foam processing
Freehold
Portfolio#17 - Lichtenfels
21
DIR-019
Type Production & logistics Sector(s)
Federal State Bavaria Type of ownership
Property area 28,329 sqm Land use 100% Date of transfer Q3-2017/2018
Commercial units 1 Total Rental space 28,404 sqm Commercial Rental space 16,356 sqm
Annualised In place rent 897 k€ IPR/sqm. Commercial 4.57 €/sqm WALT 8.5 years
Occupancy 100.0% Current market value 10,400 k€ Yield 8.6%
Freehold
96215 Lichtenfels, Bamberger Str. 58-60
Foam processing
Portfolio#18 - Meschede
22
DIR-020
Type Industrial park Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 12,473 sqm Land use 53% Date of transfer Q3-2017/2018
Commercial units 4 Total Rental space 6,563 sqm Commercial Rental space 6,563 sqm
Annualised In place rent 194 k€ IPR/sqm. Commercial 2.46 €/sqm WALT 0.8 years
Occupancy 100.0% Current market value 2,260 k€ Yield 8.6%
59872 Meschede, Am Steinbach 8
Logistics, furniture store
Freehold
Portfolio#19 - Hattingen
23
DIR-021
Type Industrial park Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 3,639 sqm Land use 71% Date of transfer Q4-2017/2018
Commercial units 5 Total Rental space 2,580 sqm Commercial Rental space 2,580 sqm
Annualised In place rent 118 k€ IPR/sqm. Commercial 3.79 €/sqm WALT 2.2 years
Occupancy 100.0% Current market value 1,600 k€ Yield 7.4%
Rail vehicle engineering, specialist trader, online shop
Freehold
45525 Hattingen, Hufeisenstraße 6-8
Portfolio#20 - Meerbusch
24
DIR-022
Type Logistics Sector(s)
Federal State Nordrhein-Westfalen Type of ownership
Property area 19,295 sqm Land use 69% Date of transfer Q4-2017/2018
Commercial units 4 Total Rental space 13,380 sqm Commercial Rental space 13,380 sqm
Annualised In place rent 912 k€ IPR/sqm. Commercial 5.68 €/sqm WALT 3.5 years
Occupancy 100.0% Current market value 9,500 k€ Yield 9.6%
40670 Meerbusch, Fritz-Wendt-Str. 5
Computer consumables
Freehold
Portfolio#21 - Fehrbellin
25
DIR-023
Type Logistics Sector(s)
Federal State Brandenburg Type of ownership
Property area 25,781 sqm Land use 10% Date of transfer Q2-2018/2019
Commercial units 1 Total Rental space 2,700 sqm Commercial Rental space 1,400 sqm
Annualised In place rent 88 k€ IPR/sqm. Commercial 4.29 €/sqm WALT 0.4 years
Occupancy 100.0% Current market value 1,130 k€ Yield 7.8%
16833 Fehrbellin, An der Plantage 15
Building material
Freehold
Portfolio#22 - Schleiz
26
DIR-024
Type Production & logistics Sector(s)
Federal State Thuringia Type of ownership
Property area 61,158 sqm Land use 10% Date of transfer Q1-2018/2019
Commercial units 1 Total Rental space 5,929 sqm Commercial Rental space 5,929 sqm
Annualised In place rent 228 k€ IPR/sqm. Commercial 3.20 €/sqm WALT 5.2 years
Occupancy 100.0% Current market value 2,850 k€ Yield 8.0%
Freehold
7907 Schleiz, Industriestraße 11
Automotive supplier
Portfolio#23 - Wildau
27
DIR-025
Type Logistics Sector(s)
Federal State Brandenburg Type of ownership
Property area 39,999 sqm Land use 42% Date of transfer Q4-2017/2018
Commercial units 87 Total Rental space 16,740 sqm Commercial Rental space 14,263 sqm
Annualised In place rent 1,031 k€ IPR/sqm. Commercial 6.25 €/sqm WALT 1.1 years
Occupancy 96.4% Current market value 14,500 k€ Yield 7.1%
15745 Wildau, Chausseestraße 3
Frozen goods logistics
Freehold
Portfolio#24 - Bremen
28
DIR-026
Type Production & logistics Sector(s)
Federal State Bremen Type of ownership
Property area 19,935 sqm Land use 50% Date of transfer Q1-2018/2019
Commercial units 14 Total Rental space 9,903 sqm Commercial Rental space 9,496 sqm
Annualised In place rent 420 k€ IPR/sqm. Commercial 3.68 €/sqm WALT 3.5 years
Occupancy 100.0% Current market value 5,300 k€ Yield 7.9%
Packaging
Freehold
28717 Bremen, Am Heidbergstift 6
Portfolio#25 - Schortens
29
DIR-027
Type Logistics Sector(s)
Federal State Lower Saxony Type of ownership
Property area 35,029 sqm Land use 85% Date of transfer Q1-2018/2019
Commercial units 29 Total Rental space 29,909 sqm Commercial Rental space 29,909 sqm
Annualised In place rent 151 k€ IPR/sqm. Commercial 1.44 €/sqm WALT 0.5 years
Occupancy 29.3% Current market value 2,300 k€ Yield 6.6%
26419 Schortens, Roffhausener Landstraße 18c
Logistics
Freehold
Portfolio#26 - Wismar
30
DIR-028
Type Production & logistics Sector(s)
Federal State Mecklenburg Western Pomerania Type of ownership
Property area 18,032 sqm Land use 66% Date of transfer Q1-2018/2019
Commercial units 15 Total Rental space 11,873 sqm Commercial Rental space 5,812 sqm
Annualised In place rent 315 k€ IPR/sqm. Commercial 2.84 €/sqm WALT 3.0 years
Occupancy 95.9% Current market value 3,900 k€ Yield 8.1%
23966 Wismar, Am Westhafen 1-3c. Hallenstr. 2, 4
Shipyard suppliers, yacht repair and sevices
Partial leasehold
Portfolio#27 - Simmern
31
DIR-029
Type Production & logistics Sector(s)
Federal State Rhineland Palatinate Type of ownership
Property area 127,517 sqm Land use 100% Date of transfer Q1-2018/2019
Commercial units 6 Total Rental space 127,517 sqm Commercial Rental space 20,905 sqm
Annualised In place rent 1,043 k€ IPR/sqm. Commercial 4.16 €/sqm WALT 7.0 years
Occupancy 100.0% Current market value 14,000 k€ Yield 7.5%
Freehold
55469 Simmern/Hunsrück, Argenthaler Str. 11
Compressed air systems
Portfolio#28 - Schwerin
32
DIR-030
Type Industrial park Sector(s)
Federal State Mecklenburg Western Pomerania Type of ownership
Property area 32,185 sqm Land use 60% Date of transfer Q2-2018/2019
Commercial units 16 Total Rental space 19,451 sqm Commercial Rental space 19,451 sqm
Annualised In place rent 666 k€ IPR/sqm. Commercial 2.83 €/sqm WALT 4.3 years
Occupancy 100.0% Current market value 7,200 k€ Yield 9.3%
19061 Schwerin, Werkstraße 710 - 714, 717 - 721
State authority
Freehold
Portfolio #29 - Berlin
33
DIR-031
Type Production & logistics Sector(s)
Federal State Berlin Type of ownership
Property area 5,942 sqm Land use 169% Date of transfer Q2-2018/2019
Commercial units 7 Total Rental space 10,034 sqm Commercial Rental space 8,816 sqm
Annualised In place rent 228 k€ IPR/sqm. Commercial 2.39 €/sqm WALT 2.5 years
Occupancy 89.7% Current market value 5,500 k€ Yield 4.2%
Pharmaceutical Industry
Freehold
12347 Berlin, Britzer Damm 124, 128; Moosrosenstr. 7/9/11/13
Portfolio #30 - Münster
34
DIR-032
Type Production & logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 11,053 sqm Land use 26% Date of transfer Q2-2018/2019
Commercial units 1 Total Rental space 2,889 sqm Commercial Rental space 2,889 sqm
Annualised In place rent 132 k€ IPR/sqm. Commercial 3.81 €/sqm WALT 3.5 years
Occupancy 100.0% Current market value 1,860 k€ Yield 7.1%
48159 Münster, Schleebrüggenkamp 15
Pharmaceutical Industry
Freehold
Portfolio #31 - Regensburg
35
DIR-033
Type Production & logistics Sector(s)
Federal State Bavaria Type of ownership
Property area 57,557 sqm Land use 34% Date of transfer Q2-2018/2019
Commercial units 19 Total Rental space 19,699 sqm Commercial Rental space 19,699 sqm
Annualised In place rent 667 k€ IPR/sqm. Commercial 2.75 €/sqm WALT 3.5 years
Occupancy 100.0% Current market value 8,200 k€ Yield 8.1%
93055 Regensburg, Donaustaufer Straße 378
Pharmaceutical Industry
Freehold
Portfolio #32 - Wolfratshausen
36
DIR-034
Type Production & logistics Sector(s)
Federal State Bavaria Type of ownership
Property area 48,654 sqm Land use 62% Date of transfer Q2-2018/2019
Commercial units 4 Total Rental space 30,267 sqm Commercial Rental space 30,267 sqm
Annualised In place rent 1,792 k€ IPR/sqm. Commercial 4.93 €/sqm WALT 3.5 years
Occupancy 100.0% Current market value 24,400 k€ Yield 7.3%
Freehold
82515 Wolfratshausen, Pfaffenrieder Str. 5 + 7
Pharmaceutical Industry
Portfolio #33 - Dinslaken
37
DIR-035
Type Production & logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 10,794 sqm Land use 31% Date of transfer Q2-2018/2019
Commercial units 38 Total Rental space 3,314 sqm Commercial Rental space 3,265 sqm
Annualised In place rent 70 k€ IPR/sqm. Commercial 4.34 €/sqm WALT 1.7 years
Occupancy 41.3% Current market value 1,520 k€ Yield 4.6%
46535 Dinslaken, Thyssenstraße 93
Specialist trader
Freehold
Portfolio #34 - Solingen
38
DIR-036
Type Logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 41,315 sqm Land use 63% Date of transfer Q1-2018/2019
Commercial units 23 Total Rental space 25,847 sqm Commercial Rental space 24,852 sqm
Annualised In place rent 1,030 k€ IPR/sqm. Commercial 3.59 €/sqm WALT 3.0 years
Occupancy 96.2% Current market value 16,500 k€ Yield 6.2%
Cutlery industry, household goods
Freehold
42719 Solingen, Nümmener Feld 10
Portfolio#35 - Bad Waldsee
39
DIR-037
Type Logistics Sector(s)
Federal State Baden-Wurttemberg Type of ownership
Property area 79,119 sqm Land use 59% Date of transfer Q2-2018/2019
Commercial units 3 Total Rental space 46,350 sqm Commercial Rental space 46,350 sqm
Annualised In place rent 2,559 k€ IPR/sqm. Commercial 4.60 €/sqm WALT 8.5 years
Occupancy 100.0% Current market value 33,500 k€ Yield 7.6%
88339 Bad Waldsee, Steinstr. 28
Online/Mail order seller
Freehold
Portfolio#36 - Zella-Mehlis
40
DIR-038
Type Production & logistics Sector(s)
Federal State Thuringia Type of ownership
Property area 46,388 sqm Land use 66% Date of transfer Q3-2018/2019
Commercial units 6 Total Rental space 30,762 sqm Commercial Rental space 19,762 sqm
Annualised In place rent 613 k€ IPR/sqm. Commercial 2.55 €/sqm WALT 7.0 years
Occupancy 98.8% Current market value 7,600 k€ Yield 8.1%
98544 Zella-Mehlis, Am Köhlersgehäu 6
Electrical engineering
Freehold
Portfolio#37 - Schortens
41
DIR-039
Type Production & logistics Sector(s)
Federal State Lower Saxony Type of ownership
Property area 14,438 sqm Land use 26% Date of transfer Q2-2018/2019
Commercial units 11 Total Rental space 3,719 sqm Commercial Rental space 3,612 sqm
Annualised In place rent 28 k€ IPR/sqm. Commercial 1.68 €/sqm WALT 2.1 years
Occupancy 39.1% Current market value 291 k€ Yield 9.8%
Freehold
26419 Schortens, Roffhausener Landstraße
Metalworking
Portfolio#38 - Duisburg
42
DIR-041
Type Production & logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 29,498 sqm Land use 55% Date of transfer Q2-2018/2019
Commercial units 8 Total Rental space 16,221 sqm Commercial Rental space 16,221 sqm
Annualised In place rent 500 k€ IPR/sqm. Commercial 2.57 €/sqm WALT 8.6 years
Occupancy 100.0% Current market value 7,400 k€ Yield 6.8%
Custom-made sunshades
Freehold
47198 Duisburg, Eisenbahnstraße 70
Portfolio#39 - Halberstadt
43
DIR-042
Type Production & logistics Sector(s)
Federal State Saxony-Anhalt Type of ownership
Property area 5,999 sqm Land use 25% Date of transfer Q3-2018/2019
Commercial units 2 Total Rental space 1,500 sqm Commercial Rental space 1,500 sqm
Annualised In place rent 42 k€ IPR/sqm. Commercial 2.33 €/sqm WALT 7.5 years
Occupancy 100.0% Current market value 426 k€ Yield 9.9%
38820 Halberstadt, Am Sülzegraben 17
Surface coatings
Freehold
Portfolio#40 - Remscheid
44
DIR-043
Type Production & logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 16,135 sqm Land use 101% Date of transfer Q4-2018/2019
Commercial units 1 Total Rental space 16,245 sqm Commercial Rental space 16,245 sqm
Annualised In place rent 317 k€ IPR/sqm. Commercial 1.63 €/sqm WALT 4.5 years
Occupancy 100.0% Current market value 2,410 k€ Yield 13.1%
42857 Remscheid, Rosentalstr. 22
Defence Industry
Freehold
Portfolio#41 - Remscheid
45
DIR-044
Type Production & logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 35,893 sqm Land use 99% Date of transfer Q4-2018/2019
Commercial units 1 Total Rental space 35,490 sqm Commercial Rental space 11,933 sqm
Annualised In place rent 235 k€ IPR/sqm. Commercial 1.64 €/sqm WALT 4.5 years
Occupancy 100.0% Current market value 7,700 k€ Yield 3.1%
Freehold
42857 Remscheid, Vieringhausen 118
Defence Industry
Portfolio#42 - Freisen
46
DIR-045
Type Production & logistics Sector(s)
Federal State Saarland Type of ownership
Property area 167,678 sqm Land use 26% Date of transfer Q4-2018/2019
Commercial units 1 Total Rental space 44,084 sqm Commercial Rental space 44,084 sqm
Annualised In place rent 948 k€ IPR/sqm. Commercial 1.79 €/sqm WALT 4.5 years
Occupancy 100.0% Current market value 12,700 k€ Yield 7.5%
66629 Freisen, Industriegelände
Defence Industry
Freehold
Portfolio#43 - Essingen
47
DIR-046
Type Logistics Sector(s)
Federal State Baden-Wurttemberg Type of ownership
Property area 55,195 sqm Land use 59% Date of transfer Q3-2018/2019
Commercial units 16 Total Rental space 32,809 sqm Commercial Rental space 32,809 sqm
Annualised In place rent 1,551 k€ IPR/sqm. Commercial 3.92 €/sqm WALT 5.5 years
Occupancy 100.0% Current market value 20,800 k€ Yield 7.5%
Metalworking
Freehold
73457 Essingen, Streichhoffeld 1 u. 3
Portfolio#44 - Aalen
48
DIR-047
Type Production & logistics Sector(s)
Federal State Baden-Wurttemberg Type of ownership
Property area 14,808 sqm Land use 66% Date of transfer Q3-2018/2019
Commercial units 8 Total Rental space 9,711 sqm Commercial Rental space 9,711 sqm
Annualised In place rent 1,062 k€ IPR/sqm. Commercial 9.11 €/sqm WALT 8.1 years
Occupancy 100.0% Current market value 9,400 k€ Yield 11.3%
73431 Aalen, Ulmer Straße 82-84
Metalworking
Freehold
Portfolio#45 - Rosengarten
49
DIR-048
Type Production & logistics Sector(s)
Federal State Baden-Wurttemberg Type of ownership
Property area 38,533 sqm Land use 53% Date of transfer Q3-2018/2019
Commercial units 32 Total Rental space 20,368 sqm Commercial Rental space 20,368 sqm
Annualised In place rent 402 k€ IPR/sqm. Commercial 1.64 €/sqm WALT 0.0 years
Occupancy 100.0% Current market value 4,500 k€ Yield 8.9%
74538 Rosengarten, Neue Str. 1
Metalworking
Freehold
Portfolio#46 - Schwerin
50
DIR-049
Type Logistics Sector(s)
Federal State Mecklenburg Western Pomerania Type of ownership
Property area 10,139 sqm Land use 76% Date of transfer Q1-2019/2020
Commercial units 2 Total Rental space 7,715 sqm Commercial Rental space 2,715 sqm
Annualised In place rent 156 k€ IPR/sqm. Commercial 4.77 €/sqm WALT 3.5 years
Occupancy 100.0% Current market value 1,980 k€ Yield 7.9%
Freehold
19057 Schwerin, Grevesmühlener Straße 18a
Building materials trade
Portfolio#47 - Dortmund
51
DIR-050
Type Logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 10,460 sqm Land use 34% Date of transfer Q4-2018/2019
Commercial units 3 Total Rental space 3,508 sqm Commercial Rental space 3,508 sqm
Annualised In place rent 240 k€ IPR/sqm. Commercial 5.71 €/sqm WALT 1.5 years
Occupancy 100.0% Current market value 3,100 k€ Yield 7.8%
44147 Dortmund, Westfaliastraße 187
Parcel Service / Post
Freehold
Portfolio#48 - Barleben
52
DIR-051
Type Production & logistics Sector(s)
Federal State Saxony-Anhalt Type of ownership
Property area 25,011 sqm Land use 142% Date of transfer Q4-2018/2019
Commercial units 2 Total Rental space 35,411 sqm Commercial Rental space 10,400 sqm
Annualised In place rent 516 k€ IPR/sqm. Commercial 4.13 €/sqm WALT 9.1 years
Occupancy 100.0% Current market value 6,500 k€ Yield 7.9%
Packaging
Freehold
39179 Barleben, Im Hasenwinkel 5
Portfolio#49 - Eschenbach
53
DIR-052
Type Production & logistics Sector(s)
Federal State Bavaria Type of ownership
Property area 25,357 sqm Land use 27% Date of transfer Q4-2018/2019
Commercial units 3 Total Rental space 6,834 sqm Commercial Rental space 6,510 sqm
Annualised In place rent 267 k€ IPR/sqm. Commercial 3.42 €/sqm WALT 8.5 years
Occupancy 100.0% Current market value 3,640 k€ Yield 7.3%
92676 Eschenbach in der Oberpfalz, Gossenstraße 51
Automotive
Freehold
Portfolio#50 - Bad Oeynhausen
54
DIR-053
Type Logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 24,053 sqm Land use 53% Date of transfer Q4-2018/2019
Commercial units 9 Total Rental space 12,773 sqm Commercial Rental space 12,773 sqm
Annualised In place rent 391 k€ IPR/sqm. Commercial 2.55 €/sqm WALT 4.0 years
Occupancy 100.0% Current market value 3,960 k€ Yield 9.9%
32549 Bad Oeynhausen, Unterer Sundern 11
Textile industry
Freehold
Portfolio#51 - Düren
55
DIR-054
Type Production & logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 78,132 sqm Land use 99% Date of transfer Q1-2019/2020
Commercial units 2 Total Rental space 77,111 sqm Commercial Rental space 40,850 sqm
Annualised In place rent 1,202 k€ IPR/sqm. Commercial 2.33 €/sqm WALT 14.3 years
Occupancy 100.0% Current market value 12,100 k€ Yield 9.9%
Freehold
52355 Düren, Kreuzauer Str. 33
Printable materials
Portfolio#52 - Linthe
56
DIR-055
Type Logistics Sector(s)
Federal State Brandenburg Type of ownership
Property area 57,855 sqm Land use 18% Date of transfer Q1-2019/2020
Commercial units 46 Total Rental space 10,272 sqm Commercial Rental space 9,541 sqm
Annualised In place rent 136 k€ IPR/sqm. Commercial 1.76 €/sqm WALT 0.3 years
Occupancy 54.3% Current market value 3,220 k€ Yield 4.2%
14822 Linthe, Kampaweg 1
Logistics
Partial condominium
Portfolio#53 - Altlandsberg
57
DIR-056
Type Logistics Sector(s)
Federal State Brandenburg Type of ownership
Property area 85,383 sqm Land use 14% Date of transfer Q1-2019/2020
Commercial units 2 Total Rental space 11,534 sqm Commercial Rental space 8,053 sqm
Annualised In place rent 495 k€ IPR/sqm. Commercial 5.12 €/sqm WALT 3.4 years
Occupancy 100.0% Current market value 8,000 k€ Yield 6.2%
Frozen goods logistics
Freehold
15345 Altlandsberg, Honöwer Chaussee 1 / Seeberger Str. 10
Portfolio#54 - Westhausen
58
DIR-057
Type Industrial park Sector(s)
Federal State Baden-Wurttemberg Type of ownership
Property area 22,696 sqm Land use 72% Date of transfer Q1-2019/2020
Commercial units 63 Total Rental space 16,295 sqm Commercial Rental space 15,880 sqm
Annualised In place rent 723 k€ IPR/sqm. Commercial 5.12 €/sqm WALT 2.0 years
Occupancy 71.9% Current market value 9,500 k€ Yield 7.6%
73463 Westhausen, Dr.-Rudolf-Schieber-Str. 11, 13, 15
Various local businesses
Freehold
Portfolio#55 - Hannover
59
DIR-058
Type Industrial park Sector(s)
Federal State Lower Saxony Type of ownership
Property area 43,480 sqm Land use 57% Date of transfer Q1-2019/2020
Commercial units 18 Total Rental space 24,572 sqm Commercial Rental space 24,396 sqm
Annualised In place rent 867 k€ IPR/sqm. Commercial 3.25 €/sqm WALT 2.1 years
Occupancy 83.5% Current market value 12,400 k€ Yield 7.0%
30179 Hannover, Wiesenauer Straße 11, 13
Specialist traders, retailer
Freehold
Portfolio#56 - Bocholt
60
DIR-059
Type Logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 25,014 sqm Land use 52% Date of transfer Q1-2019/2020
Commercial units 4 Total Rental space 12,900 sqm Commercial Rental space 12,692 sqm
Annualised In place rent 600 k€ IPR/sqm. Commercial 3.94 €/sqm WALT 8.9 years
Occupancy 100.0% Current market value 9,000 k€ Yield 6.7%
Freehold
46395 Bocholt, Hindenburgstr. 19, Kaiser-Wilhelm-Str. 39,41, 42
Fulfilment
Portfolio#57 - Unna
61
DIR-060
Type Industrial park Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 12,243 sqm Land use 56% Date of transfer Q2-2019/2020
Commercial units 18 Total Rental space 6,869 sqm Commercial Rental space 6,693 sqm
Annualised In place rent 596 k€ IPR/sqm. Commercial 7.01 €/sqm WALT 1.6 years
Occupancy 99.8% Current market value 6,600 k€ Yield 9.0%
59423 Unna, Heinrich-Hertz-Str. 14 u. 18
Mechanical and plant manufacturing
Freehold
Portfolio#58 - Löbichau
62
DIR-061
Type Logistics Sector(s)
Federal State Thuringia Type of ownership
Property area 17,891 sqm Land use 100% Date of transfer Q2-2019/2020
Commercial units 1 Total Rental space 17,891 sqm Commercial Rental space 7,455 sqm
Annualised In place rent 240 k€ IPR/sqm. Commercial 2.68 €/sqm WALT 4.1 years
Occupancy 100.0% Current market value 2,920 k€ Yield 8.2%
Logistics
Freehold
4626 Löbichau, Leedenstraße 3
Portfolio#59 - Wesel
63
DIR-062
Type Industrial park Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 29,499 sqm Land use 76% Date of transfer Q1-2019/2020
Commercial units 18 Total Rental space 22,273 sqm Commercial Rental space 16,590 sqm
Annualised In place rent 721 k€ IPR/sqm. Commercial 3.53 €/sqm WALT 8.3 years
Occupancy 100.0% Current market value 7,100 k€ Yield 10.2%
46485 Wesel, Schepersweg 41-61
Manufacture of technical plastic products
Freehold
Portfolio#60 - Kloster Lehnin
64
DIR-063
Type Logistics Sector(s)
Federal State Brandenburg Type of ownership
Property area 26,898 sqm Land use 49% Date of transfer Q2-2019/2020
Commercial units 3 Total Rental space 13,142 sqm Commercial Rental space 13,142 sqm
Annualised In place rent 454 k€ IPR/sqm. Commercial 2.88 €/sqm WALT 0.0 years
Occupancy 100.0% Current market value 3,320 k€ Yield 13.7%
14797 Kloster Lehnin, Damsdorfer Hauptstraße 36B
Archiving and storage of relevant documents
Freehold
Portfolio#61 - Dinslaken
65
DIR-064
Type Production & logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 22,243 sqm Land use 100% Date of transfer Q1-2019/2020
Commercial units 1 Total Rental space 22,243 sqm Commercial Rental space 3,610 sqm
Annualised In place rent 166 k€ IPR/sqm. Commercial 3.66 €/sqm WALT 4.3 years
Occupancy 100.0% Current market value 1,970 k€ Yield 8.4%
Freehold
46539 Dinslaken, Lanterstraße 34
Production of safety lighting
Portfolio#62 - Wedemark
66
DIR-065
Type Logistics Sector(s)
Federal State Lower Saxony Type of ownership
Property area 34,231 sqm Land use 60% Date of transfer Q2-2019/2020
Commercial units 15 Total Rental space 20,637 sqm Commercial Rental space 20,637 sqm
Annualised In place rent 422 k€ IPR/sqm. Commercial 2.52 €/sqm WALT 0.0 years
Occupancy 67.7% Current market value 13,300 k€ Yield 3.2%
30900 Wedemark, Industriestraße 44
Logistics
Freehold
Portfolio#63 - Oberding
67
DIR-066
Type Industrial park Sector(s)
Federal State Bavaria Type of ownership
Property area 74,713 sqm Land use 67% Date of transfer Q3-2019/2020
Commercial units 118 Total Rental space 49,695 sqm Commercial Rental space 49,019 sqm
Annualised In place rent 3,940 k€ IPR/sqm. Commercial 8.36 €/sqm WALT 5.7 years
Occupancy 78.7% Current market value 23,500 k€ Yield 16.8%
Aerospace companies, logistics
Leasehold
85445 Oberding, Lohstraße 22-28a
Note: Considering minus 1,495 k€ ground rent, the gross initial yield is 10.8%.
Portfolio#64 - Mönchweiler
DIR-067
Type Production & logistics Sector(s)
Federal State Baden-Wurttemberg Type of ownership
Property area 121,354 sqm Land use 24% Date of transfer Q3-2019/2020
Commercial units 5 Total Rental space 28,868 sqm Commercial Rental space 28,868 sqm
Annualised In place rent 169 k€ IPR/sqm. Commercial 2.95 €/sqm WALT 5.7 years
Occupancy 16.5% Current market value 11,400 k€ Yield 1.5%
78087 Mönchweiler, Am Fohrenwald 1
Mechanical and plant manufacturing
Freehold
68
Properties(Transfer of ownership after 30 June 2020)
Portfolio#65 - Osterwieck
DIR-068
Type Production & logistics Sector(s)
Federal State Saxony-Anhalt Type of ownership
Property area 22,000 sqm Land use 31% Date of transfer Q4-2019/2020
Commercial units 2 Total Rental space 6,848 sqm Commercial Rental space 6,848 sqm
Annualised In place rent 336 k€ IPR/sqm. Commercial 4.09 €/sqm WALT 9.9 years
Occupancy 100.0% Current market value 3,050 k€ Yield 11.0%
38835 Osterwieck, Lüttgenröder Str. 4
Fulfilment
Freehold
71
Portfolio#66 - Hude
DIR-069
Type Production & logistics Sector(s)
Federal State Lower Saxony Type of ownership
Property area 20,851 sqm Land use 74% Date of transfer Q4-2019/2020
Commercial units 6 Total Rental space 15,441 sqm Commercial Rental space 12,041 sqm
Annualised In place rent 281 k€ IPR/sqm. Commercial 2.06 €/sqm WALT 5.0 years
Occupancy 94.4% Current market value 3,690 k€ Yield 7.6%
Freehold
27798 Hude, Heinrich-Dreyer-Str. 1
Printable materials, logistics
72
Portfolio#67 - Oebisfelde-Weferlingen
DIR-070
Type Production & logistics Sector(s)
Federal State Saxony-Anhalt Type of ownership
Property area 29,722 sqm Land use 42% Date of transfer Q4-2019/2020
Commercial units 4 Total Rental space 12,515 sqm Commercial Rental space 12,515 sqm
Annualised In place rent 240 k€ IPR/sqm. Commercial 1.60 €/sqm WALT 2.9 years
Occupancy 100.0% Current market value 2,580 k€ Yield 9.3%
39646 Oebisfelde-Weferlingen, Lunapark 2
Plastics processing
Freehold
73
Portfolio#68 - Möckern
DIR-071
Type Logistics Sector(s)
Federal State Saxony-Anhalt Type of ownership
Property area 61,008 sqm Land use 20% Date of transfer Q4-2019/2020
Commercial units 2 Total Rental space 12,203 sqm Commercial Rental space 12,203 sqm
Annualised In place rent 408 k€ IPR/sqm. Commercial 2.78 €/sqm WALT 1.5 years
Occupancy 100.0% Current market value 4,320 k€ Yield 9.4%
Logistics
Freehold
39291 Möckern, Dammfeld 6
74
Portfolio#69 - Lauda-Königshofen
DIR-072
Type Production & logistics Sector(s)
Federal State Baden-Wurttemberg Type of ownership
Property area 24,735 sqm Land use 65% Date of transfer Q4-2019/2020
Commercial units 1 Total Rental space 16,179 sqm Commercial Rental space 16,179 sqm
Annualised In place rent 390 k€ IPR/sqm. Commercial 2.01 €/sqm WALT 9.9 years
Occupancy 100.0% Current market value 4,340 k€ Yield 9.0%
97922 Lauda-Königshofen , Bahnhofstraße 70 u. 100
Furniture manufacturing, Interior
Freehold
75
Portfolio#70 - Euskirchen
DIR-073
Type Production & logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 118,618 sqm Land use 35% Date of transfer n.n.
Commercial units 57 Total Rental space 41,987 sqm Commercial Rental space 39,445 sqm
Annualised In place rent 1,206 k€ IPR/sqm. Commercial 2.38 €/sqm WALT 10.0 years
Occupancy 100.0% Current market value 10,500 k€ Yield 11.5%
53881 Euskirchen, Adolf-Halstrick-Str. 6
Paper processing, cardboard, packaging
Freehold
76
Portfolio#71 - Oschersleben
DIR-074
Type Logistics Sector(s)
Federal State Saxony-Anhalt Type of ownership
Property area 44,269 sqm Land use 34% Date of transfer n.n.
Commercial units 3 Total Rental space 15,000 sqm Commercial Rental space 15,000 sqm
Annualised In place rent 378 k€ IPR/sqm. Commercial 2.10 €/sqm WALT 1.5 years
Occupancy 100.0% Current market value 3,000 k€ Yield 12.6%
39387 Oschersleben, Anderslebener Straße 159
Logistics
Freehold
77
Portfolio#72 - Grünsfeld
DIR-075
Type Production & logistics Sector(s)
Federal State Baden-Wurttemberg Type of ownership
Property area 9,005 sqm Land use 36% Date of transfer n.n.
Commercial units 43 Total Rental space 3,244 sqm Commercial Rental space 2,764 sqm
Annualised In place rent 186 k€ IPR/sqm. Commercial 4.36 €/sqm WALT 0.0 years
Occupancy 100.0% Current market value 1,150 k€ Yield 16.2%
97947 Grünsfeld, Industriestraße 2 u. 6
Electrical engineering
Freehold
78
Portfolio#73 - Bielefeld
DIR-076
Type Logistics Sector(s)
Federal State North Rhine-Westphalia Type of ownership
Property area 22,280 sqm Land use 57% Date of transfer n.n.
Commercial units 4 Total Rental space 12,655 sqm Commercial Rental space 12,655 sqm
Annualised In place rent 360 k€ IPR/sqm. Commercial 2.66 €/sqm WALT 2.7 years
Occupancy 89.1% Current market value 3,600 k€ Yield 10.0%
33699 Bielefeld, Gustav-Winkler-Str. 17
Beverage wholesale, furniture logistics
Freehold
Appendix
AppendixGlossary
80
# Glossary
1 Commercial units e.g. logistics, production, warehouse, office or similar without parking and other units (for example antennas, open spaces, apartments)
2 Total rental spaceAlso contains ancillary areas such as open spaces, ancillary rooms (corridors, sanitary facilities, common areas), apartments, owner-
occupied space (concierge or similar)
3 Commercial rental space e.g. logistics, production, warehouse, office or similar without parking and other units (for example antennas, open spaces, apartments)
4 Annualised in-place rent Contractual net cold rent p.a. for all units (includes also antennas, parking lots, open spaces, apartments etc.)
5 Vacancy commercial Vacant commercial space divided by (total) commercial space
6 WALT Weighted average lease terms - only contracts with an agreed fixed term have been considered
7 IPR commercial per sqm Rent of leased commercial units divided by space of leased commercial units
8 Current market value Value determined by means of market value appraisal or, where this is not yet available, the purchase price
9 Date of transfer Transfer of ownership (benefits and encumbrances)
10 EPRA NAV per share Total equity modified according to EPRA guidelines divided by number of shares
11 FFO Funds From Operation - Recurring and one-off adjusted result from the operation of the property portfolio
12 GAV Gross Asset Value – Value of investment properties in the balance sheet
13 Net-LTV Net loan-to-value – debt (financial liabilities minus cash) divided by GAV
Disclaimer
The material in this presentation has been prepared by Deutsche Industrie REIT-AG (Deutsche Industrie) and is general background information about Deutsche Industrie’s
activities current as at the date of this presentation. This information is given in summary form and does not purport to be complete. Information in this presentation, including
forecast financial information, should not be considered as advice or a recommendation to investors or potential investors in relation to holding, purchasing or selling securities
or other financial products or instruments and does not take into account your particular investment objectives, financial situation or needs. Before acting on any information
you should consider the appropriateness of the information having regard to these matters. Any relevant offer document and in particular, you should seek independent
financial advice. All securities and financial product or instrument transactions involve risks, which include (among others) the risk of adverse or unanticipated market, financial
or political developments and, in international transactions, currency risk.
This presentation may contain forward looking statements including statements regarding our intent, belief or current expectations with respect to Deutsche Industrie REIT-AG
businesses and operations, market conditions, results of operation and financial condition, capital adequacy, specific provisions and risk management practices. Readers are
cautioned not to place undue reliance on these forward looking statements. Deutsche Industrie REIT-AG does not undertake any obligation to publicly release the result of
any revisions to these forward looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care
has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject
to uncertainty and contingencies outside Deutsche Industrie REIT-AG control. Past performance is not a reliable indication of future performance.
The individual financial statements comprise the balance sheet, statement of comprehensive income, statement of changes in equity, cash flow statement and are prepared in
Euros (EUR). All amounts are presented in thousands of Euros (kEUR) (exceptions are indicated), which may result in rounding differences.
81