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lectric commercial trucks are gaining traction, but operators face new hurdles in expanding charging networks for their fleets. Grid capacity limits mean that adding chargers is not always feasible. Although only a few thousand EV trucks run today, McKinsey reports that more than half of fleets are testing the technology.

    EV Realty aims to bridge this gap by locating unused grid capacity and converting those sites into multi‑fleet charging hubs. The company already operates five hubs in California near warehouses, ports, and industrial zones. It recently secured $75 million in funding led by NGP, with its management contributing, to expand across the state. The capital will support projects such as a 76‑stall fast‑charging facility in San Bernardino, featuring four pull‑through stalls equipped with Megawatt Charging System plugs that let semi trucks recharge without detaching trailers. Once operational, the hub could serve over 200 Class 8 trucks daily.

    Co‑founder and CEO Patrick Sullivan likens EV Realty to Digital Realty, a real‑estate investment trust that builds data centers. “We’re essentially doing the same thing for electric trucks,” he said. The firm uses proprietary software that overlays the electrical grid, vehicle density, traffic flows, land use, and potential customers to identify suitable sites. While data centers require hundreds of megawatts, EV Realty’s hubs need only tens, giving it greater flexibility.

    Sullivan notes that although some fleets remain cautious, interest is growing among those that have already switched. “Customers who have adopted electric trucks see the benefits and want to expand further,” he added.