Stock Spotlight: Inflation looms but systemic logistics needs offer Tritax Big Box resilience

Company trading on a 28.4% premium

Inflation-linked threats loom heavy on the horizon for any firm that operates within the consumer supply chain, but the continued march of the e-commerce revolution offers Tritax Big Box REIT greater resilience than most.

The real estate investment trust first hit the markets in December 2013, offering investors income and capital returns through investment into ‘big box' assets across the UK. These big boxes are those warehouses that line the side of motorways and are typically rented to large consumer brands in order to house their logistic and stock operations. Tritax Big Box's 41 customers include Amazon, Ocado, Next, Royal Mail, DHL, Rolls Royce, Apple, Unilever, Kellogg's and B&Q, which operate from sites owned by the REIT across the UK. The £4.4bn company remains a beneficiary of positive sen...