E
lectric commercial trucks are gaining traction, but operators face a new set of hurdles as they try to expand charging infrastructure for their growing EV fleets. The electrical grid is already crowded, and while only a few thousand electric trucks are on the road today, more than half of fleets are testing the technology, McKinsey reports.

    EV Realty is stepping in to bridge the gap by locating unused grid capacity and turning those sites into multi‑fleet charging hubs. The company currently runs five hubs in California, all positioned near warehouses, ports, and industrial zones. It recently secured $75 million in funding led by private‑equity firm NGP, with its own management team also investing. The capital will support new hubs across the state, including a 76‑stall fast‑charging facility in San Bernardino. That site will feature four “pull‑through” stalls equipped with Megawatt Charging System plugs, allowing semi‑trucks to top up without detaching trailers. When fully operational, the hub could charge more than 200 Class 8 trucks per day.

    EV Realty models its business after Digital Realty, the real‑estate investment trust that builds and runs data centers. “It’s a new kind of infrastructure class for real estate,” co‑founder and CEO Patrick Sullivan told TechCrunch. The company uses proprietary software to map the electrical grid, vehicle density, traffic patterns, land use, and potential customers, helping it identify suitable sites.

    Unlike data centers that require hundreds of megawatts, charging hubs need only tens of megawatts, giving EV Realty more flexibility in site selection. Sullivan notes that while some fleets remain cautious, interest is growing among those that have already switched. “We’re seeing more demand from customers who have made the move and want to expand,” he said.