Patrick Sullivan and his team at EV Realty are wiring up the next layer of American freight: megawatt-scale truck charging hubs that feel less like gas stations and more like data centers for diesel’s retirement party. The company just secured a $75 million growth equity commitment from NGP, and if you’re in logistics or energy and not watching closely, you might miss the land grab of the decade.
EV Realty launched in 2022 with a blunt realization: trucking fleets won’t electrify until someone solves the grid problem. Class 8 EVs look great in glossy decks, but without sites pre-engineered to pull nearly 10 megawatts, they’re just sculptures on asphalt. Sullivan, a grid-infrastructure veteran, saw how digital realty changed data centers and applied the same playbook to freight. Acquire the right land, lock down the substation capacity, and then unleash the tech. Simple to say, hard to execute, yet they’re doing it at scale.
Execution is now visible in concrete and copper. The first mega-hub is rising in San Bernardino: 76 DC fast charging stalls capable of juicing 200 Class 8 rigs daily. More hubs in Vernon, Torrance, and Livermore are in the pipeline. Each site blends proprietary analytics that overlay grid maps and traffic flows with long-term utility partnerships that guarantee power won’t be the bottleneck. The acquisition of Gage Zero’s portfolio earlier this year only widened the moat.
This isn’t just plugging in trucks. It’s about transforming freight corridors into electric arteries. Prologis Mobility is already in the mix, offering shared-access networks at logistics parks. Regulators are paying attention too. The South Coast Air Quality Management District and the California Energy Commission’s EnergIIZE program have backed EV Realty with grants and conditional awards. When public agencies, real estate leaders, and private equity align, that’s momentum no press cycle can kill.
The team reflects the ambition. Sullivan drives as CEO. Gelberg Rodriguez leads engineering and construction after tours at Meta and PG&E. Jim Ludovico heads customer relationships. Suncheth Bhat scales business development. Alec Maghami steers real estate capital markets. Add Greg Lyons of NGP on the board, and you’ve got a bench deep enough to keep this machine moving.
The $75 million is fuel for expansion: four mega-charging hubs live in California by year-end, a nationwide rollout starting in 2026, and a customer portal to handle reservations, billing, and usage analytics. Next-gen megawatt chargers are queued up to cut dwell times. This is infrastructure disguised as a business model, and a business model hidden inside infrastructure, attacking a $3 billion annual gap in heavy-duty charging.
Call it the grid’s version of prime real estate arbitrage. EV Realty is locking down the right land, securing the megawatts before demand spikes, and positioning itself as the place fleets have to plug in. They’re not just building charging hubs. They’re building the front row to the future of freight.
