Warsaw / London, February 13 2026 – At a time when much of Western Europe faces subdued economic momentum, Poland has emerged as one of the European Union’s strongest structural growth markets. Over the past decade, the country delivered approximately 4% compound annual GDP growth through 2024, positioning it among the fastest-growing large economies in Europe. Between 2017 and 2023, foreign direct investment increased at an estimated 20% CAGR, while unemployment stood at around 3% in December 2024 — one of the lowest levels in the EU — and sustained real wage growth has reinforced both domestic demand and industrial expansion.

As the largest economy in the Central and Eastern Europe region, Poland is increasingly positioned as a central European hub for for data centers and manufacturing warehouses, benefiting from nearshoring, friend-shoring and global supply chain reconfiguration trends. Within this macroeconomic framework, DL Invest Group operates an integrated real estate investment platform focused on capturing long-term structural growth in logistics and industrial assets.

A London-Listed Platform with Structural Exposure to Central Europe

Poland’s central location, developed infrastructure and direct access to the German market position it as a natural logistics gateway to Europe. Yet direct exposure to this growth market remains limited for many UK-based investors. DL Invest Group provides that exposure through an active owner-operator model focused on income-generating logistics and industrial real estate — sectors directly supported by structural economic shifts across the region.

As the largest shareholder of abrdn European Logistics Income plc (“ASLI”), the London-listed European logistics platform, we believe that ASLI represents a unique vehicle through which investors can access this structural growth corridor in a listed format.

Active Ownership Over Passive REIT Structures

DL Invest Group differentiates itself from many externally managed, passive REIT structures by integrating development, construction, asset management and property management within a single internal platform. This structure enables direct operational control, faster execution and continuous asset-level optimisation. 

This same philosophy underpins DL Invest Group’s proposals to ASLI shareholders ahead of the forthcoming General Meeting.

DL Invest Group does not consider an accelerated disposal of assets combined with delisting at this stage of the market cycle to be the optimal route for shareholder value. In the current environment, forced sales risk crystallising structural pricing discounts rather than unlocking intrinsic value.

We are not proposing a wind-down. We are proposing value creation.

Income Stability with Yield Compression Upside

Poland continues to offer yield spreads above core Western European markets, particularly in logistics and industrial real estate. Combined with improving market maturity and increasing institutional participation, this creates a compelling risk-adjusted return profile.

DL Invest Group’s own existing portfolio benefits from long-term lease agreements, diversified tenant exposure and resilient cash flow generation, with additional upside from operational improvements and potential yield compression as capital flows return to the sector.

A Long-Term Infrastructure Platform

DL Invest Group is a privately owned Polish investment and development platform with over 17 years of experience in commercial real estate. DL Invest Group currently manages a diversified portfolio of assets with a total value exceeding EUR 1.2 billion, primarily across logistics, industrial and mixed-use properties. In a capital markets environment increasingly defined by selectivity, governance discipline and capital efficiency, DL Invest Group positions itself as an active owner-operator aligned with long-term shareholder value.

Poland is no longer Europe’s periphery. It is one of its structural growth centres — and DL Invest Group is building a platform at the core of that transformation.

White & Case LLP is acting as legal adviser to DL Invest Group.

About DL Invest Group

DL Invest Group is a long-term institutional investor and one of the fastest-growing logistics and data-center developers in Europe. Learn more at www.dlinvest.pl/en.

Enquiries:

DL Invest Group  

Investor Relations  

Email: ir@dlinvest.pl  

Phone: +48 32 123 4567  

Disclaimer

This announcement is not intended to be and does not constitute or contain any investment recommendation as defined by Regulation (EU) No 596/2014 (as it forms part of the domestic law in the United Kingdom by virtue of the European Union (Withdrawal) Act 2018). No information in this announcement should be construed as recommending or suggesting an investment strategy. Nothing in this announcement or in any related materials is a statement of or indicates or implies any specific or probable value outcome in any particular circumstance. This announcement is provided merely for general informational purposes and is not intended to be, nor should it be construed as (1) investment, financial, tax or legal advice, or (2) a recommendation to buy, sell or hold any security or other investment, or to pursue any investment style or strategy. Neither the information nor any opinion contained in this announcement constitutes an inducement or offer to purchase or sell or a solicitation of an offer to purchase or sell any securities or other investments in the Company or any other company by DLIG or any of its affiliates in any jurisdiction. This announcement does not consider the investment objective, financial situation, suitability or the particular need or circumstances of any specific individual who may access or review this announcement and may not be taken as advice on the merits of any investment decision. This announcement is not intended to provide the sole basis for evaluation of, and does not purport to contain all information that may be required with respect to, any potential investment in the Company. Any person who is in any doubt about the matters to which this announcement relates should consult an authorised financial adviser or other person authorised under the UK Financial Services and Markets Act 2000. To the best of DLIG’s ability and belief, all information contained herein is accurate and reliable, and has been obtained from public sources that DLIG believes to be accurate and reliable. However, such information is presented “as is”, without warranty of any kind, whether express or implied, and DLIG has not independently verified the data contained therein. All expressions of opinion are subject to change without notice, and DLIG does not undertake to update or supplement any of the information, analysis and opinion contained herein.

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Forward-Looking Statements

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