Need for replacement investments lead to a high growth for asset owners.
The Aves One AG based in Hamburg is an active asset owner of logistics assets. The increasing globalization of the flow of goods resulting in an increased transport volume, the growth of the world economy should be between 3.5 to 4.0 percent per annum up to 2020 and the freight traffic should be quadrupled by 2050. All these factors lead to an increased demand for logisticsservices. Moreover the deregulation of the rail market, optimization of logistic chains and the ongoing outsourcing trend offer a friendly market environment for Lessors of such logisticsassets. On these trends, we want to take advantage and have therefore focused on three sub-markets in which we invest as active asset owner: Railway wagons, Container, and Logistic Real Estate.
Aves One AG Research Note – GBC AG Investment Research (German)
Aves One AG is further extending the container portfolio