Tritax Big Box REIT (ticker: BBOX) was launched in 2013 and invests in large, modern logistics properties, and has grown to become one of the biggest UK-listed property companies with assets of over £6bn. Its early growth was financed by a succession of share issues, with the trust's loan-to-value ratio remaining relatively stable over time at around 30%. BBOX has also made two key acquisitions, first buying db Symmetry, a property development firm, in 2019 and then snapping up UK Commercial Property in 2024. BBOX is disposing of UK Commercial Property's non-core properties but recently said i...
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Urban Logistics REIT (ticker: SHED) specialises in single-let last-mile logistics properties in the UK that range in size from 20,000 to 200,000 sq ft. Since listing in 2016, its portfolio has increased from 11 assets to 130 with a combined value of around £1.2bn. The trust has delivered an impressive annualised NAV return since its IPO of 16.5%, thanks to a range of asset improvement measures and a multi-year fall in rental yields for UK logistic assets. However, the logistics sector was spooked twice in 2022, first by Amazon signalling slower growth and then by the sharp increase in the risk...
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Warehouse REIT (ticker: WHR) is one of three trusts in the UK logistics sector that has dominated the property performance tables in recent years. It joined the market in 2017 and is planning to move from AIM to the Main Market of the London Stock Exchange in July. Warehouse REIT has accumulated a portfolio valued at just over £1bn with around a tenth of that in development projects and land. Its leases tend to be relatively short and not linked to inflation while its target return is at least 10% per annum. Its properties are concentrated around the English motorway network and consist of 91 ...
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Tritax Big Box REIT is by far the largest trust in the AIC's various property sectors, at nearly three times the size of the next largest fund, and it has one of the best performance records over the last five years. Like many of the newer property funds, it's a specialist, concentrating on large UK distribution centres leased to the likes of Amazon and major retailers. As well as looking to serve increasing demand from rising online sales, its tenants are increasingly turning to larger, state-of-the-art facilities to improve the robustness of their overall delivery networks. This REIT is curr...
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