Report
Sarah Godfrey

Tritax Big Box REIT (BBOX) | Logistics specialists continue to deliver

In a period of major upheaval and consolidation in the investment company REIT space, the survivors have tended to be those that offer differentiated propositions within strong niches. BBOX is both the first mover and the last man standing in the specialist UK logistics subsector, and has built an impressive asset base with a strong tenant line-up and significant reversionary potential that can be captured through proactive management of lease events. Supply chain fulfilment remains at the core of the strategy, but BBOX has diversified its offer to include last-mile logistics – an important piece of the overall distribution picture – as well as development. The de- risked, pre-let model and joint venture with EDF should give BBOX a significant advantage in its expansion into datacentre development, solving the key issue of power supply before ground is broken.
Underlying
Tritax Big Box REIT Plc

Tritax Big Box REIT is a real estate investment trust focusing on Big Box logistics assets. Co. invests in and manages both standing assets and pre-let forward funded developments. Co. selectively acquires, owns and manages U.K.'s logistics assets for its tenants.

Provider
Capital Access Group
Capital Access Group

Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with hard-to-reach investors, including smaller institutions, pension funds and private client fund managers. These under-serviced investors are located not only in London but across the regions of the UK and Europe. We have an unrivalled knowledge of this extensive audience, to whom our published research is distributed, as well as to larger institutions. We offer this service as part of an integrated investor communications strategy to promote a company’s investment story.

Our clients, ranging from AIM to FTSE 100 companies, benefit from our professional, long-term relationships with investors. Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.

Analysts
Sarah Godfrey

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