We are logistics real estate specialists

The performance of real estate is driven by both significant macro and global themes, such as demographic changes and urbanization, and critical local factors including infrastructure, power and population density. We study both these macro and local level drivers to create compelling investment strategies and apply our deep knowledge to deliver sustainable income and capital growth opportunities for our investors.

We believe that the distribution and logistics sector is the most attractive and dynamic sector in real estate. There are powerful long-term, structural trends underpinning occupational and investor demand for high-quality logistics assets which deliver attractive long-term returns for our investors. Critical local factors ensure that supply / demand dynamics remain supportive of the markets long-term growth.

We use our scale, specialist expertise and sector insight to access attractive investment opportunities and construct unrivalled portfolios. Our investment approach is simple. We leverage our investment team’s extensive network and stock picking skills and take a disciplined approach to capital allocation, prioritising pricing and real estate fundamentals.  We focus on high-quality, strategically located real estate assets, which attract market-defining customers. Our team’s relationships and strong reputation in the market frequently mean we can access attractive opportunities “off market”, delivering more attractive pricing and enhancing returns. We select assets which are integral to modern supply chains and play a key role in supporting companies with fast increasing digital based strategies.

Our dedicated asset management teams work in partnership with our customers to ensure that our buildings meet their strategic requirements. This proactive, customer- led approach provides unique insight, which we use to inform our investment and asset management activities, unlocking further return potential.

We aim to demonstrate leadership in sustainable logistics, working in collaboration with stakeholders to create positive change and value in the long-term. Sustainability and ESG considerations are fundamental to the way we operate. Our approach is to proactively adapt, innovate and invest to ensure that as a business we use our planet’s finite resources efficiently and minimise both our impact and the impact of the assets we manage on the local and wider environment.

We have formalised our approach with the launch of our new sustainability strategy and framework ‘Mission Positive’. We have made good progress within Tritax as well as across the funds we manage, from integrating green initiatives into our asset management plans, to developing net zero carbon buildings and employing green finance.