Tritax has an established track record for providing a professionally managed means of participating in both the UK and targeted overseas property markets. We are committed to delivering excellent investment returns through both income and capital growth.
Our objective is to be one of the most respected and successful property fund managers in the UK. We take an innovative and opportunistic approach to creating new commercial property investments, combining our in-house expertise with a wider network of trusted external specialists and joint venture partners.
Only high-quality opportunities are pursued. We target only a few exceptional opportunities at any one time. Our expertise, size and strategic focus have been central to our success.
The Tritax Group started in 1995 with a focus on originating, syndicating and managing commercial property investments for private equity capital, offering property investments structured to make use of available tax reliefs (such as Enterprise Zones) to enhance investors’ returns.
Since 2000, as a Group we have delivered an average exit IRR across all non-tax products of approximately 16%* pa with several of our tax products achieving a performance in excess of this average.
* This figure does not include Tritax Big Box REIT
Since 1995, the Tritax Group has acquired and developed c.£3.9 billion of property assets involving more than 122 investment vehicles, including a listed REIT, onshore and offshore unit trusts, limited partnerships, companies and LLPs.
Tritax Group’s current Portfolio under management has acquisition value of approximately £2.3 billion†, across 12 investment vehicles, including the Tritax Big Box REIT plc and the Tritax Property Income Fund.
† As at 31 March 2017
Since 1995, the Tritax Group has acquired and developed c.31.7 million sq ft of commercial property assets, including Big Box logistics assets, industrial properties, office, retail and hotels. The Group’s current portfolio consists of consisting of over 20.7 million sq ft of real estate assets produces contracted rental income of £119.9 million.
Our partner-led, multi-disciplined management team with distinct yet integrated functions has more than 200 years combined experience in commercial property investment.
Our approach combines in-house expertise with a wider network of trusted external specialists and joint venture partnerships. This along with our size and focus, allows us to react quickly and effectively to prime opportunities, recruiting market/segment specialists as required. The Senior Management Team regularly invests alongside our clients.
Mark is the Chairman of the Manager. He has played a prominent role in the development and marketing of property investments benefiting from government sponsored tax reliefs such as enterprise zone property unit trusts, business premises renovation allowances and capital allowances generally. He is highly experienced in a range of commercial, banking and investment operations attained while working as general manager to a major Kuwaiti investment bank in the late 1970s and 1980s. Returning to the UK in 1985, Mark joined a team initiating investment in the newly created enterprise zones which in due course became a subsidiary of London and Edinburgh Trust plc. Mark later established Collective Investments Limited to continue this activity which became the Tritax Group in 1995. All of the Directors are independent of the Manager with the exception of Mark Shaw.
Colin has overall responsibility for the provision of investment management and advisory services to the Company and is lead partner of the Manager. Colin began his career with Barclays Bank before joining Conran Roche in the late 1980s. Following this, Colin took a degree in Urban Estate Management before training with Weatherall Green and Smith (now BNP Paribas Real Estate). Following qualification as a chartered surveyor, Colin specialised in portfolio fund management with particular responsibility for the £1 billion assets of the British Gas Staff Pension Scheme and the property assets of Blue Circle pension fund. In 2000, Colin was a founding director of niche investment property agent SG Commercial (along with James Dunlop) in which capacity he worked increasingly closely with the Tritax Group. In 2004, Colin became a partner of the Tritax Group and is responsible for investment selection and product development. Colin is one of the founding partners of the Manager and the Investment Adviser.
James has overall responsibility for the identifying, sourcing and structuring of suitable investment assets for the Company. James read Property Valuation and Finance at City University before joining Weatherall Green and Smith (now BNP Paribas Real Estate) where he qualified as a chartered surveyor in their Investment Development and Agency division in 1991. In 2000, James jointly formed SG Commercial (with Colin Godfrey) and became a partner in the Tritax Group in 2005. In his role with SG Commercial, James is regularly in contact with all the leading firms of agents and is retained by both foreign and domestic institutions and wealthy individuals to acquire and dispose of commercial property investments. James is responsible for identifying sectors and specific properties, negotiating on approved opportunities and handling the disposal of assets in due course. Along with Colin, James is one of the founding partners of the Manager and the Investment Adviser.
Henry is responsible for the structuring of the Tritax Group funds, providing general legal counsel and overseeing compliance activities. Henry is a qualified solicitor who completed his articles with Ashurst LLP in 2001 specialising in taxation, mergers and acquisitions. He also qualified as a chartered tax adviser in 2004 before moving to Fladgate LLP in 2005, where he became a partner in 2007. At Fladgate LLP, Henry specialised in the structuring of commercial property funds. Henry joined the Tritax Group in 2008.
Petrina is responsible for the strategic management of the investment portfolio, identifying and progressing value enhancing initiatives, so as to protect and maximise investor returns. She is also responsible for all client reporting, liaison with funders and the management of third party professionals. Following a degree in Estate Management from Reading University, Petrina joined Carter Jonas to continue her professional training where she qualified as a chartered surveyor in 1998. Petrina moved to King Sturge in 1999 to concentrate on institutional portfolio management. As a partner at Knight Frank from 2002, Petrina was responsible for the team managing central London trophy assets. Her remit also included development consultancy appointments, both in the UK and overseas.Petrina joined the Tritax Group in 2007.
Bjorn is responsible for identifying and sourcing suitable investments for the Company and then financially modelling and appraising the returns to establish the validity within the context of the portfolio assets. He also manages the day-to-day due diligence during the acquisition process. After completing a degree in Geography from the University of Leeds in 2001, Bjorn started his career at Faber Maunsell (now AECOM). Having gained exposure to large scale developments, Bjorn went on to undertake an MA in Property Valuation and Law at Cass Business School, London. Bjorn undertook his professional training at Atisreal (now BNP Real Estate) in London, where he qualified as a Chartered Surveyor in 2005. In 2007, Bjorn joined SG Commercial LLP where he advised on large scale investment and development transactions in excess of £500 million. During this time, Bjorn worked closely with Tritax Group advising on their portfolio acquisitions and disposals. Bjorn joined the Tritax Group in 2011.
Tritax is a people business. We pride ourselves on developing long-term relationships with intermediaries and investors, many of whom have continued to participate in our products for over 20 years. Repeat business, the cornerstone of our success, is derived from consistently strong performance and a reputation for delivering high calibre investment products.
As a team, we encourage a culture of personal responsibility, trust and integrity; we take a genuine pride in the open, honest and fair service we provide.