Tailored access to UK logistics real estate opportunities

As specialists in our sector, we offer our investors tailored access to the income and growth potential of UK logistics real estate as a real asset class – and a personal approach.

We offer investors, such as pension funds, sovereign wealth funds and family offices, direct access to UK logistics real estate as an investment opportunity. We work closely to formulate investment strategies; creating bespoke solutions at scale that can target specific elements of the supply chain.

With currently £1.4bn AUM for our private market clients, we continue to grow as we take on new mandates. Our products span the full length of the supply chain, and include portfolios built around targeted assets (such as airport-related logistics real estate, urban logistics or retail parks) and/or a specific UK region.

Once the mandate is agreed, we deploy capital swiftly and efficiently.

Our relationships are long term, and extend well beyond the raising and deployment of capital.

Investors continue to enjoy access to a dedicated team. Always at the end of the phone or an email, the same fund management team involved in product formulation is available, ready to update investors on product performance or new market opportunities.

Meanwhile, the portfolio’s assets are actively managed by a team, whose specialisms include property, ESG and energy, to undertake asset management initiatives that add value and build asset resilience – with the aim of growing income and value for investors.

Deep sector knowledge

We believe that our specialist focus and experience across the full length of the supply chain creates a differentiated offering for private market investors. Long-standing relationships with our tenancy clients and other industry partners help us to identify opportunities early, often off-market.

Our decisions are founded on deep, proprietary insights gained from both our client relationships (many of whom are leading multinationals) and our dedicated in-house research team, which focuses on staying ahead of the trends in real estate’s fast-paced occupational and capital markets.

Agile and entrepreneurial culture

Once identified, we’re able to quickly act upon emerging opportunities – supported by an agile and entrepreneurial culture. Focused, highly knowledgeable teams and an efficient investment committee process enable capital to be quickly deployed. 

Distinct but complementary investment remits

All of our private market products focus on UK supply chain real assets but are differentiated by characteristics such as risk profile, asset location, size or type (e.g., from centralised distribution to retail).

Our growing suite currently includes bespoke client portfolios, property unit trusts and joint ventures.

These products do not compete for assets – avoiding internal conflicts and inefficiencies. Rather, all products share and draw on Tritax Management LLP’s long-standing sector specialism, industry contacts and resources. These include an in-house team of more than 60 people (whose skill-sets span disciplines such as investment, asset management, development, ESG, power, finance, research and communications).

The UK is widely recognised as an attractive investment market that enjoys a strong and well-respected legal system and regulatory framework. Logistics real estate, meanwhile, is an established sector, where demand aligns with long-term social and economic shifts. 

Trends such as the acceleration of e-commerce (and expectation of rapid fulfilment), rapidly advancing supply-chain technologies and urbanisation are radically reshaping the UK’s supply chains, and the functionality of logistics real estate.

The impact of e-commerce

The UK is one of the world's most mature digital markets. Factors such as high population density have supported the early adoption of new forms of commerce. Reflecting this, its online sales (as a percentage of retail) are among the highest in the world. Logistics spaces are constantly evolving to meet this demand.

Logistics and retail spaces, for example, are increasingly converging to create omnichannel models that facilitate many forms of consumer interaction, including in-person shopping, ship-from-store and same-day delivery. Traditional warehouse and distribution asset classes are being redefined as fulfilment centres, parcel hubs and delivery stations, and are increasingly recognised as integral to the consumer experience.