Warehouses De Pauw Nv (WDPSF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

For the first time, we are not all together in the same room for an investor call. The proof of our growing European platform. Too much business to do, so we have to spread our spendable time better between clients and investors. Yes, our new 2030 vision, announced with the full year results, landed very well. De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv De Pauw Nv and the most important use of this report is that we replenished the investment pipeline with 140 million new investments consisting of four new pre-led developments and an add-on acquisition at an NOI of 6.9 and so we keep the pipeline in execution at 700 million and we also signed De Pauw Nv De Pauw Nv The floor is yours. Good morning, and welcome to the Q&A. If you wish to take a question, there are two options, one via the chat, and the second option is to press pound key five on your telephone keypad, and if you wish to withdraw, it's pound key six. We already have the first question in mind from Marios. You're now unmuted. Can you please take your questions one at a time? Great, thank you. Good morning and thank you for the update. I've got two questions on my side. I'll ask them one by one as mentioned. So firstly, you mentioned this morning that you see demand broadening, you've got larger space requirements selectively coming back to the market. If I look at your leasing volumes and the proportion of leases renewed through Q1, I think this was running lower year on year. And of course, we've now got the renewed uncertainty around the conflict. How are you thinking about leasing volumes through the year? Should we expect an improvement and are we on track to ...