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

Company trading on a 28.4% premium

James Baxter-Derrington
clock • 4 min read

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...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Industry

Effectiveness of Labour's immediate CGT hike under question

Effectiveness of Labour's immediate CGT hike under question

Autumn Budget 2024

Jen Frost
clock 06 November 2024 • 3 min read
What to expect at the upcoming Autumn Budget

What to expect at the upcoming Autumn Budget

Round-up of potential reforms

Investment Week
clock 25 October 2024 • 1 min read
Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact

Evelyn Partners CEO Geddes warns of 'stifling' CGT change impact

Urges for caution on tax changes

Jen Frost
clock 21 October 2024 • 2 min read
Trustpilot