Tritax Social Impact Foundation - ESG

We’re committed to having a positive socio-economic impact in the communities in which we’re based – creating long-term value for the people who live there.

We want to have a positive social impact everywhere we own or are developing assets. We do this through our operations by creating opportunities for people (through direct and indirect job creation, and local sourcing) and by investing in the ESG performance of our sites and buildings.

We also partner with our customers and other stakeholders – including suppliers, industry bodies, local government and charity partners – to make a difference to those most in need in our communities. We focus on helping people to fulfil their potential through personal development opportunities, skills training and education.

We collaborate with charities and community groups to target our investments and draw on their deep understanding of local needs. These collaborations always extend beyond financial assistance to promoting the charity’s work to our network, staff volunteering and mentoring.

Our commitment to delivering meaningful social impact is an integral part of our ESG strategy and aligns to UN Sustainable Development Goals (SDGs) 4, 8 and 10.

We’ve established the Tritax Social Impact Foundation to deliver on our social value ambitions.

This is a centre of excellence that will help us to expedite and deliver social value in our communities – specifically our efforts to help people of every age to fulfil their potential through opportunities, skills training and education.

Its purpose is to increase the social impact delivered by Tritax and its funds/investment products under management, including through development and asset management activity.

To do this, the Foundation has oversight of charitable and social impact activities. Its duties include advising Tritax and its funds/investment products on social value purpose, strategy and decision-making frameworks; monitoring and reviewing charitable partnerships; and developing and sourcing metrics for assessing and reporting social impact.

It reports to Tritax's Operations Committee and to each fund/product’s ESG Committee/Investment Committee. Chaired by the Company Secretary, the Foundation comprises people across the business, including:

Hana Beard (Chair)

Group Company Secretary, Tritax Management LLP

Hana joined Tritax in October 2018 and is a Chartered Secretary with over 15 years’ corporate governance experience gained in FTSE 250 and FTSE 100 companies in various sectors including shipbroking, insurance, mining and property. At Tritax, Hana is responsible for ensuring compliance with statutory and regulatory requirements of the AIC Code, Listing rules, DTRs, MAR and best practice corporate governance for Tritax Big Box REIT Plc, Tritax EuroBox Plc, TPIF, MetroBox and their subsidiaries. Prior to joining Tritax, Hana worked for three and a half years at Clarkson Plc, providing a wide range of company secretarial services to the Group and deputising for the Company Secretary. She focused on shareholder services for over two years whilst at Aviva PLC from 2013 to 2015 and before that, Hana specialised in share scheme administration from 2010 to 2012 at Rio Tinto Plc. From 2009 to 2010, Hana was an Assistant Company Secretary at Santon Capital PLC, and from 2004 to 2009 she held various roles at Raven Russia plc, culminating in the role of the Company Secretary in Cyprus. Hana is an Associate of the ICSA, The Governance Institute.

Alan Somerville

ESG Director, Tritax Management LLP

Alan joined Tritax in January 2022 as ESG Director. He is responsible for ESG strategy and performance across all of the Tritax managed funds. He has 30 years' experience within the real estate sector and has specialised in sustainability for 15 years. Prior to joining Tritax he was Head of Building Performance at BRE with responsibility for global sustainability standards. He was a Partner at Cushman & Wakefield leading their energy and sustainability consulting practice for the EMEA region which advised investors and occupiers on ESG performance. Prior to specialisation, Alan worked with Grosvenor Ltd as a Projects Director for 12 years focussing on large complex regeneration projects. He is a Member of the Royal Institution of Chartered Surveyors and a Fellow of the Royal Society of Arts. He holds a BSc in Land Economics from the University of West of Scotland.

Sam Farquharson

PA & ESG/Asset Management Coordinator, Tritax Management LLP

Samantha joined Tritax in August 2023. She has over 20 years' experience in Hospitality, opening over 15 restaurants and bars, creating and implementing customer service standards and strategies, which eventually won her teams UK Luxury Restaurant of the Year in 2019. Samantha will work across ESG and Asset Management as a coordinator, where part of her role is to further customer relationships; manage our fund charity partnerships and community engagement projects as well as data collection for ESG.

XLP

Tritax supports XLP, a charity committed to creating positive futures for young people growing up on inner-city London estates.

The Tritax team walked 42 kilometres (marathon distance) across London in October 2023: raising an incredible £20,600 for XLP – smashing our original £10,000 target.

LandAid

Tritax supports LandAid, a property industry charity that works to end youth homelessness in the UK.

As well as taking part in the LandAid SleepOut (which in 2024 raised £700,000 and awareness of the pressing issue of youth homelessness), Tritax hosts an annual fund-raising dinner for LandAid and takes part in organised runs and other events.

Schoolreaders

Tritax Big Box has a long-standing relationship with Schoolreaders, a charity focused on improving child literacy – and was its first corporate partner.

In 2023, Big Box renewed its partnership with Schoolreaders – increasing funding to support 600 primary school children per week across the UK (up from 500 in 2022) – and hosted a charity auction that raised more than £20,0000 (which will support 400+ children for a year).

Community Benefit Fund

Tritax Big Box’s development programme has a Community Benefit Fund, which makes donations to local projects and groups per square foot of new logistics space delivered.

In 2023, it split just over £100,000 between child-centred initiatives in communities where we have development projects under way: Isham Playing Fields Association (Kettering), the Shakespeare of the North project (Merseyside) and Kiteland Park Playground (Bedfordshire).

Mission to Seafarers

Tritax EuroBox supports The Mission to Seafarers to help the men and women who play a vital role in the logistics network used by our customers.

Supported by our financial donation, the Mission to Seafarers delivered a SafeTalk suicide alertness course in November 2022, free for local welfare organisations that support seafarers. It has also been able to refurbish its support centre in Rotterdam and obtain planning permission for a sensory garden development that will provide a place of refuge for seafarers for the short periods they’re in port.

Creating lasting social impact