UPDATE: In June 2025, Urban Logistics was acquired by LondonMetric in a £700m cash and share deal.
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 spooke...
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UPDATE: Warehouse REIT was taken over by Blackstone in October 2025 for 115p per share.
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 annu...
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