[On :freetrade:] Tritax Big Box REIT - BBOX

Provide warehousing solutions for Amazon, Tesco, Sainsburys, Royal Mail amongst many other big names.

edit - stockmarket ticker

Haven’t heard of this before but I like the sound of it a lot. Is it solely for business, or do they invest in self storage companies for individuals too?

Distribution hubs certainly an interesting space, and self storage is a great recurring revenue model!

Solely for business only as far as I can see.

It looks like they have 39 tenants, of which Amazon is the single largest, accounting for 13.6% of total rental income.

More info here: https://www.hl.co.uk/shares/share-research/201901/tritax-valuations-rise-and-big-boxes-deliver

2 Likes

looking into diversify my portfolio by adding REITs and this one really stands out. wonder if anyone has any other good REITs they look at.

Thanks!

1 Like

you read my mind! I’m looking at these 2 at the moment. I like the focus on warehouse/distribution center with Tritax but Regional has higher yield for a good diversified portfolio. I’m weary of the regional office focus for Regional though and i wonder how this market will go post-brexit.

Others i’m looking at is Warehouse REIT (like tritax but newer/less established). NRR is pure retail but it’s so cheap. THRL for care homes.