Overview
Tritax EuroBox’s objective is to build a well located portfolio of continental European logistics assets, that are expected to deliver an attractive capital return and secure income to shareholders.
The portfolio of distribution or logistics assets is expected to be diversified by geography and tenant. The manager is targeting well located assets in established distribution hubs, within or close to densely populated areas. The focus will be on investments in properties fulfilling a key part of the logistics and distribution supply chain for occupiers including retailers, manufacturers and third-party logistics operators. The majority of the portfolio is expected to be invested in large, modern distribution and logistics assets.
A proportion of the portfolio may offer exposure to urban distribution hubs, which help occupiers fulfil the “final mile” part of the distribution chain. The company will seek to invest in locations with limited supply of distribution or logistics assets that are likely to benefit from structural changes in occupational demand and/or assets benefitting from long term index-linked leases.
The company targets and seeks to maintain a weighted average unexpired lease term of greater than five years across the portfolio in accordance with typical lease lengths prevalent in continental Europe.
EBOX is the ticker for the shared priced in sterling, BOXE is the ticker for the shared priced in euros.
We have written a note that explains how he company works – Boxing clever – published in November 2020
you can access the company’s website here
Research History
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30 Apr 2024 19 min read
Tritax EuroBox
Calmer waters After a tumultuous period of interest rate volatility, real estate has entered calmer waters, with asset values stabilising and occupier markets remaining conducive of rental growth. Tritax EuroBox (EBOX) is sailing in these waters too, as demonstrated by a portfolio valuation that has changed little and a 30% uplift in earnings that now […]
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11 Feb 2021 9 min read
QuotedData’s Real Estate Roundup – February 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data January’s biggest movers in price terms are shown in the chart below. The UK’s vaccination programme has lifted optimism for a speedier opening of the economy than first feared at the start of the year. Property companies that reported positive valuation figures for the […]
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22 Jan 2021 16 min read
QuotedData’s Real Estate Annual Review – 2020
Real Estate Annual Review Kindly sponsored by Aberdeen Standard Investments Riding out the COVID rollercoaster The 2020 rollercoaster saw more downs than ups and at times felt like a pandemic induced freefall. Lockdowns, tiers and plenty of U-turns meant investing in property was not for the faint hearted. Positivity returned at the end of the […]
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14 Jan 2021 12 min read
QuotedData’s Real Estate Roundup – January 2021
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data December’s biggest movers in price terms are shown in the chart below. The boost of coming out of the second national lockdown in early December was short lived as Christmas was cancelled for most of the UK with COVID-19 cases spiking. It did little […]
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17 Dec 2020 16 min read
QuotedData’s Real Estate Roundup – December 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data November’s biggest movers in price terms are shown in the chart below. The eagerly awaited news of a successful vaccine candidate came at the start of November, boosting the stock market. Property companies that had seen their share price battered over the past eight […]
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23 Nov 2020 33 min read
Tritax EuroBox – Boxing clever
Boxing clever The COVID-19 pandemic has accelerated trends in online retailing, to the benefit of the European logistics market, in which Tritax EuroBox (EBOX) is a leading player. Demand for logistics space is growing exponentially, while supply of existing and new stock is depleted. This dynamic is even more acute in prime locations close to […]
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33 min read
Tritax EuroBox – Boxing clever
Boxing clever The COVID-19 pandemic has accelerated trends in online retailing, to the benefit of the European logistics market, in which Tritax EuroBox (EBOX) is a leading player. Demand for logistics space is growing rapidly, while supply of existing and new property is dwindling. This supply-demand imbalance is even more acute in prime locations close […]
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33 min read
Tritax EuroBox – Boxing clever
Boxing clever The COVID-19 pandemic has accelerated trends in online retailing, to the benefit of the European logistics market, in which Tritax EuroBox (EBOX) is a leading player. Demand for logistics space is growing rapidly, while supply of existing and new property is dwindling. This supply-demand imbalance is even more acute in prime locations close […]
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13 Aug 2020 12 min read
QuotedData’s Real Estate Monthly Roundup – August 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data July’s biggest movers in price terms are shown in the chart below. A number of REITs and property companies saw big share price gains over the month of July as covid-19 restrictions started to ease across the UK and greater economic stimulus was revealed. […]
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15 Jul 2020 2 min read
QuotedData’s Property Summer Conference – week 2
COVID-19 is creating havoc in some parts of the property sector but others are thriving. On Wednesday 15th July we held the second of our summer property webinars where the managers of Tritax Eurobox, Ground Rents Income Fund, BMO Real Estate Investment Trust, Civitas Social Housing and UK Commercial Property REIT gave presentations on their fund, […]
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07 Jul 2020 16 min read
QuotedData’s Real Estate Roundup – July 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data June’s biggest movers in price terms are shown in the chart below. Uncertainty caused by the covid-19 pandemic continued to weigh on property stocks in June and we had the first real casualty in Intu Properties, which collapsed into administration. A number of companies […]
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08 Jun 2020 11 min read
QuotedData’s Economic Roundup – June 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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07 May 2020 11 min read
QuotedData’s Investment Companies Roundup – May 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over April: An update note […]
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15 min read
QuotedData’s Real Estate Roundup – May 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data April’s biggest movers in price terms are shown in the chart below. Following two months of heavy falls as the covid-19 pandemic took hold and the UK was put on lockdown, many property companies saw a bounce in their share price in April, although […]
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20 Apr 2020 10 min read
QuotedData’s Real Estate Quarterly Roundup – First Quarter 2020
Real Estate Quarterly Roundup Kindly sponsored by Aberdeen Standard Investments Covid chaos The covid-19 pandemic has had a devastating effect on the share price of property companies, with 31% wiped off the value of their total market capitalisation during the first quarter of 2020. Companies focused on the retail, leisure and hospitality property sectors were […]
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07 Apr 2020 11 min read
QuotedData’s Investment Companies Roundup – April 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over March: An update note […]
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15 min read
QuotedData’s Real Estate Roundup – April 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data March’s biggest movers in price terms are shown in the chart below. Property stocks took a hammering in March as the covid19 pandemic took hold. The UK was put on lockdown to stop the spread of the coronavirus resulting in the enforced closure of […]
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10 Mar 2020 16 min read
QuotedData’s Real Estate Roundup – March 2020
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data February’s biggest movers in price terms are shown in the chart below. Property stocks tumbled in February as fears over the spread of Covid-19 spooked financial markets around the world and resulted in the largest sell-off since the 2008 financial crisis. There were just […]
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20 Dec 2019 20 min read
Industrial property market – The gift that keeps on giving
Industrial property market – the gift that keeps on giving The industrial and logistics sector has been on a tremendous run over the past five years or so. It is hard to think now, given the current dynamics in the property industry, that retail and offices were the sectors of choice for investors for many […]
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20 min read
Industrial property market – The gift that keeps on giving
Industrial property market – the gift that keeps on giving The industrial and logistics sector has been on a tremendous run over the past five years or so. It is hard to think now, given the current dynamics in the property industry, that retail and offices were the sectors of choice for investors for many […]
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07 Jun 2019 4 min read
QuotedData’s investment companies roundup – June 2019
Investment Companies Roundup New research Over May, we published notes on Shires Income, Standard Life Private Equity and The North American Income Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – it was notable that risk appetite was down in May as renewed […]
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16 Oct 2018 2 min read
Quarterly Investment Companies Roundup – Third Quarter 2018
Quarterly Investment Companies Roundup – Third Quarter 2018 Global equities delivered positive returns over the third quarter of 2018. This was principally because of strength in the US market. Political uncertainty and concerns about global trade held back other regions. Generally, government bond yields rose over the quarter. The UK equity market fell as the Bank of […]
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12 Oct 2018 1 min read
QuotedData’s investment companies roundup – October 2018
QuotedData’s investment companies roundup – October 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in September Trian Investors 1 is a new fund that will adopt […]
News
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19 Feb 2021 2 min read
QuotedData’s weekly news show 19 February 2021
QuotedData’s weekly news show 19 February 2021 Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on Youtube. In this week’s show, James Carthew covered the week’s top stories: JLEN Environmental Assets expanding remit KKV Secured Loan update BH Global – shareholders to vote on BH Global fees […]
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3 min read
QD view – EuroBox raise hits the sweet spot
The proposed €200m (£173m) equity raise by Tritax EuroBox should be enthusiastically received by investors. The group recognises that now is the time to be growing in the burgeoning European logistics sector, with structural tailwinds well and truly in its favour. Like in the UK, online retailing was already rising in Europe before the pandemic, but […]
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3 min read
Tritax EuroBox looks to raise €200m
Tritax EuroBox, the European logistics investor, has proposed an equity raise of £173m (€200m) as it looks to expand its portfolio in the burgeoning property sector. The group will use the proceeds, together with existing cash (from the €65.5m sale of a Polish asset last week) and new debt, to acquire a near term pipeline […]
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15 Feb 2021 3 min read
QuotedData’s morning briefing 15 February 2021
In QuotedData’s morning briefing 15 February 2021: Tritax EuroBox (EBOX) has sold its asset in Lodz, Poland for €65.5 million, 15% above its most recent valuation at 30 September 2020 and, based on the company’s target gearing of 45%, delivering an attractive geared IRR of 16.5% to shareholders. They bought this is April 2019 and completed a […]
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12 Feb 2021 2 min read
QD view – Cheers to the property dividend hikes
After witnessing the anguish of property companies slashing dividends left, right and centre, at the start of the pandemic last year, it is encouraging to see news of dividend hikes now filtering through. Not all companies have experienced tenant distress during the crisis, and it is good to see that investors are being rewarded with a […]
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08 Jan 2021 3 min read
QD view – Watch property go in 2021
Forced closures, withheld rent and suspended dividends, the real estate sector had a tumultuous 2020. There were, however, some property sectors and companies that performed well during the year. So, what can be gleaned from looking at the performance of individual property companies during an unprecedented year of disruption, especially as we enter a third […]
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14 Dec 2020 1 min read
Tritax EuroBox lets Dutch asset to Samsung
Tritax EuroBox, the Continental European logistics investor, has let 25,607 sqm of logistics space in Breda, the Netherlands, to Samsung SDS, the IT arm of Samsung Group. The lease, which has been agreed for a three-year term subject to annual CPI uplifts reflecting 100% of the Dutch Consumer Price Index, includes green clauses that ensure the […]
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11 Dec 2020 2 min read
QD view – Is a European logistics powerhouse on the cards?
Aberdeen Standard Investments has put its considerable backing behind the logistics real estate sector with the acquisition of Tritax Management. The deal to buy a 60% stake in Tritax and putting it in charge of global real estate logistics, is both a clear sign of the attractiveness of the sector and is testament to the […]
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09 Dec 2020 2 min read
Aberdeen Standard Investments acquires 60% stake in Tritax Management
Aberdeen Standard Investments (ASI) is set to acquire a 60% interest in Tritax Management, the fund manager behind Tritax Big Box REIT and Tritax EuroBox. The move by ASI comes as it looks to strengthen its offering in the growing logistics real estate market. Tritax specialises in logistics and has around £5.1bn assets under management […]
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03 Dec 2020 2 min read
Tritax EuroBox refines acquisition strategy
Tritax EuroBox will acquire assets earlier in the development process as it refines its acquisition strategy to a more value-add approach. The company said the move would “support the delivery of secure and attractive dividends and capital growth for shareholders”. As well as buying sites at an earlier stage in their development, it will also […]
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02 Dec 2020 2 min read
Tritax EuroBox acquires Belgium logistics scheme for €31.2m
Tritax EuroBox has acquired an asset in Belgium for €31.2m, bringing the group to full deployment of equity and debt. The newly built 34,125 sqm logistics facility in Nivelles, south of Brussels, comprises two units (one of 18,140 sqm and the other 15,985 sqm) and will be bought from Logistics Capital Partners, a European developer and […]
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27 Nov 2020 3 min read
QD view – Black Friday boon for logistics
It is that time of year again – Black Friday. The US export has quickly become one of the biggest shopping days in the UK. But with shops closed due to lockdown, it will almost entirely take place online this year. It is estimated that £6bn will be spent on Black Friday this year versus […]
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19 May 2020 2 min read
QuotedData’s morning briefing 19 May 2020
In QuotedData’s morning briefing 19 May 2020 The Renewables Infrastructure Group is planning a fundraise through an issue of shares at 120p (a 5.8% discount to the share price and a 4.3% premium to NAV – more if you adjust for the 5p per share hit from power price falls discussed on 22 April). As usual, […]
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24 Apr 2020 3 min read
Value to be found in property funds
Covid-19 has obliterated the property market with tenants across all sectors struggling with cash flow problems as various measures to restrict the spread of the disease have been stepped up in most countries. This has had a devastating effect on the rental income of property companies, which have in some cases received as little as […]
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03 Feb 2020 2 min read
Tritax EuroBox splashes €66.8m in Poland
Tritax EuroBox has acquired two recently developed prime logistics properties and development land in Poland for €66.8m. The purchase of the assets, which are located in Strykow, near Lodz in Central Poland, reflects a net initial yield of 6.1%. Tritax EuroBox also has the option to buy development land adjacent to one of the buildings […]
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23 Dec 2019 2 min read
Tritax EuroBox acquires €50m logistics property in the Netherlands
Tritax EuroBox, which invests in Continental European logistics real estate assets, has acquired a prime newly developed logistics property at Breda, in the Netherlands, for €50.3m. The deal reflects a net initial yield of 4.6%, with the potential to add value through the letting of the vacant units. The property, purpose-built in November 2019, is situated in an […]
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10 Dec 2019 3 min read
QuotedData attends Tritax EuroBox’s annual results
QuotedData attends Tritax EuroBox’s annual results – QuotedData attended Tritax EuroBox’s (EBOX/BOXE) inaugural annual results presentation earlier today. Here are a selection of highlights followed by some takeaways from manager Nick Preston’s presentation. Since launching in mid-2018, with a £300m initial public offering (IPO), EBOX has built a ten-asset warehouse and logistics portfolio that was most recently valued at […]
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28 Nov 2019 1 min read
QuotedData’s other news 28 November 2019
In QuotedData’s other news 28 November 2019 Tritax EuroBox is to spend €30m extending its Barcelona warehouse by 88,000 sqm. Building starts in 2021 for completion in 2023. The warehouse is let entirely to Mango (the fashion retailer) and was already by far the largest asset in EBOX’s portfolio. This is a big bet on one […]
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30 Sep 2019 1 min read
Tritax EuroBox increases bank facility by EUR125m
Tritax EuroBox increases bank facility by EUR125m – The continental European logistics real estate assets investor, Tritax EuroBox (EBOX), has announced a EUR125m increase to an existing EUR300m unsecured revolving credit facility This increase is on the same terms as the existing facility, with an opening margin of 1.55% and a maturity date of October 2023 […]
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24 Sep 2019 1 min read
Tritax EuroBox buys two logistics facilities in Germany
Tritax EuroBox has acquired two prime logistics facilities in Bremen, Germany for €60.3m, reflecting a net initial yield of 4.8%. The company said the assets are “highly reversionary” against current market rents in the area. Purpose-built in 2013 and 2019 respectively, the two facilities have a combined gross internal area of 57,537 sq m, eaves […]
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05 Sep 2019 2 min read
Tritax EuroBox re-gears Bornem lease with Alcon-Couvreur
Tritax EuroBox (EBOX) has announced that it has completed re-gearing the lease at its property in Bornem, with Alcon-Couvreur NV, which it describes as one of the world’s leading eye care companies. The Bornem property is in a prime logistics location near Antwerp in Belgium. It is a well specified facility that was acquired by EBOX as part of […]
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14 Jun 2019 1 min read
Tritax EuroBox buys a logistics facility near Frankfurt
Tritax EuroBox buys a logistics facility near Frankfurt – Tritax EuroBox has bought a prime, modern logistics facility near Frankfurt in Germany for a total consideration of EUR50.6 million, reflecting a net initial yield of 4.75%. This is a new, well specified, purpose-built facility has a gross internal area of c.43,000 sqm, an eaves height of […]
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24 May 2019 1 min read
QuotedData’s other news 24 May 2019
Secure Property Development & Investment (SPDI) has provided an updates on the sale of its non-Greek assets to Arcona Property Fund N.V. Witan Investment Trust has announced that shareholders approved its proposed five-for-one share split at the company’s Annual General Meeting on 1 May 2019. The split will take effect from 28 May 2019. BMO […]
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3 min read
Tritax EuroBox placing raises €135m
Tritax EuroBox has announced that it has completed the fundraising that it announced on 21 May 2019, raising €135m of gross proceeds in a placing to both existing and new shareholders. The proceeds are to be used to fund both the companies investment pipeline and asset management initiatives within the existing portfolio. Placing was not […]
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21 May 2019 2 min read
QuotedData’s other news 21 May 2019
Warehouse REIT (WHR) had a strong year to 31 March 2019. In it’s preliminary results announcement this morning, the company reported a 7,4% increase in EPRA NAV per share. The portfolio performed well as tenant demand remained strong despite current political and economic uncertainties, while supply of space remained constrained, with capital values generally below replacement […]
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03 May 2019 1 min read
QuotedData’s other news 3 May 2019
QuotedData’s other news 3 May 2019 Standard Life Investments Property Income reported an increase in its NAV for the first quarter of 2019 – up 0.1% to 91.1p, with the dividend that works out as a NAV total return of 1.4%. The benchmark fell over the period. A clutch of new lettings helped the company […]
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21 Nov 2018 2 min read
Tritax Eurobox buys another facility in Hannover
Tritax Eurobox buys another facility in Hannover- Tritax Eurobox (EBOX/BOXE) has exchanged contracts to provided forward funding for a new development of a new cold store and primary distribution facility at Wunstorf, near Hannover Germany. The contract is conditional on receiving the building permit. The development represents an investment of €27.5 million, which gives a […]
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07 Nov 2018 2 min read
Tritax EuroBox buys logistics warehouse near Bochum
Tritax EuroBox buys logistics warehouse near Bochum- Tritax Eurobox has announced today that they have acquired a prime, new modern logistics warehouse near Bochum, in the Rhine-Ruhr region of Germany (which they describe as a core established logistics area). Tritax has divided the 36,400 sqm building into four units with eaves height of 12 metres. […]
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30 Oct 2018 2 min read
Tritax EuroBox buys Action Logistics warehouse near Hannover
Tritax EuroBox buys Action Logistics warehouse near Hannover – Tritax EuroBox has bought a prime, modern logistics warehouse at Peine, near Hannover, Germany (which they describe as a key logistics location). The property is let to Action Logistics Germany GmbH, a subsidiary of Action BV, the fastest growing non-food discount retailer in Europe, headquartered in the Netherlands […]
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26 Oct 2018 4 min read
SEGRO sells Belgian warehouses to Tritax EuroBox
SEGRO sells Belgian warehouses to Tritax EuroBox – SEGRO, in its role as venture adviser to the SEGRO European Logistics Partnership joint venture, has sold four big box warehouses and adjacent development land in Belgium to Tritax EuroBox. The partnership has received net proceeds of €83.4m (SEGRO owns 50 per cent of the partnership so its share […]
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12 Oct 2018 2 min read
SEGRO sells Rome warehouse to Tritax EuroBox
SEGRO sells Rome warehouse to Tritax EuroBox – SEGRO has exchanged contracts to sell a 158,000 sq m warehouse in Rome for EUR118 million. The transaction is expected to complete by the end of October 2018. The warehouse was developed by SEGRO-Vailog in August 2017 for a global online retail company on a 15 year lease. […]
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26 Sep 2018 3 min read
Tritax EuroBox acquires a distribution centre in Barcelona
Tritax EuroBox acquires a distribution centre in Barcelona – Tritax EuroBox (EBOX/EBOX) has announced that it has acquired a global distribution centre at Lliçà d’Amunt, Barcelona. It is currently let to Punto Fa S.L., trading as MANGO, the fashion retailer. The total consideration is €150 million (excluding purchaser’s costs), reflecting a net initial yield of 5.0% on the corporate […]
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10 Jul 2018 2 min read
Investment Trust Insider on recent new issues
Investment Trust Insider on recent new issues – James Carthew: can Ashoka overcome a disappointing launch? It has been a week of contrasts in the new issue market. Tritax EuroBox (BOXE) raised its maximum target of £300 million in an issue that was ‘significantly oversubscribed’ and Hipgnosis Songs Fund (SONG) raised over £200 million. Whereas […]
Upcoming Events
Videos
In The Press
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23 Feb 2021 2 min read
Tritax Eurobox seeks £173m as it looks to double in size
Tritax Eurobox seeks £173m as it looks to double in size By Jeremy Gordon 19 Feb, 2021, Citywire Investment Trust Insider Tritax Eurobox (EBOX) has announced plans to raise for a £173m (€200m) equity raise, after a strong rally in its shares since the autumn with the European ‘big box’ market buoyant amid an e-commerce boom. The listed […]
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01 Feb 2021 2 min read
Warehouses could deliver the goods in your portfolio
Make a shed-load of money the REIT way: Warehouses could deliver the goods in your portfolio By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 21:53, 29 January 2021 | UPDATED: 09:02, 30 January 2021 The re-ordering of the retail hierarchy continues. Boohoo, the online fast fashion business, is to acquire Debenhams, and perhaps also Burton, Dorothy Perkins and Wallis, while Asos – the […]
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25 Jan 2021 2 min read
Will property investment trusts bounce back in 2021?
Will property investment trusts bounce back in 2021? by Cherry Reynard from interactive investor | 13th January 2021 12:23 Some sectors of the property market could be ripe for a revival. Cherry Reynard asks experts for trust tips to profit. In early December, the government extended its ban on evicting commercial tenants. While it gives UK companies some much needed […]
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17 Dec 2020 2 min read
ASI could set an M&A trend in deal with investment trust specialist
ASI could set an M&A trend in deal with investment trust specialist By Jessica Tasman-Jones, Portfolio Adviser,16 Dec 20 ‘An open-ended equivalent wouldn’t have been anywhere near as attractive’ A raft of liquidity mismatch problems faced by open-ended funds and the increasing popularity of real assets and alternatives could prompt more asset managers to follow in […]
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09 Dec 2020 1 min read
ASI snags 60% stake in Tritax
ASI says its real estate offering has to evolve as it snags 60% stake in Tritax By Jessica Tasman-Jones, Portfolio Adviser, 9 Dec 2020 Deal prompts questions over whether Aberdeen Standard European Logistics Income and Tritax Eurobox will merge Aberdeen Standard Investments has acquired a 60% stake in £5.1bn real estate investment trust manager Tritax as […]
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2 min read
Aberdeen and Tritax could consider European trust merger
Aberdeen and Tritax could consider European trust merger after strategic deal By Gavin Lumsden, Theo Andrew 09 Dec, 2020 at 12:45 Aberdeen Standard Investments has expanded its reach in the booming area of warehouses and distribution depots by buying a 60% stake in Tritax Management, manager of the Tritax Big Box (BBOX) and Tritax Eurobox (EBOX) real estate investment trusts. The move has […]
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16 Nov 2020 2 min read
Engines of growth: on a bargain hunt
Engines of growth: on a bargain hunt By Leonora Walters, Investors Chronicle, 12th October 2020 A key driver of the price of any listed security is sentiment so, not surprisingly, some of the investment trust sectors which have experienced the most extreme discount and premium movements this year are those about which there has been particular […]
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28 May 2020 2 min read
Investment trust insider on warehouses
Investment trust insider on warehouses – James Carthew: a fair wind fills the sails of logistics funds The big question on investors’ minds as they look to a post-pandemic future is which, if any, of the changes forced on us by the lockdown measures will end up being permanent? Thinking about the potentially profound impact on […]
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06 Dec 2019 2 min read
QuotedData’s Richard Williams surveys the retail and industrial property sectors
QuotedData’s Richard Williams surveys the retail and industrial property sectors – Balancing yield and risk in the property sector Investment Week, 2 December 2019, Richard Williams The lure of an attractive yield has made property companies and real estate investment trusts (REITs) particularly interesting at the moment. But, of course, with a healthy yield comes some […]
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07 Feb 2019 1 min read
Investment Trust Insider on the past decade
Investment Trust Insider on the past decade – James Carthew: the constant evolution of investment trusts A decade ago, when we were emerging from the global financial crisis, I was managing Advance UK Trust and Citywire was just 10 years old. All of this seems like a long time ago now. Recently, I found a Winterflood […]
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20 Dec 2018 1 min read
2018 new issue review
2018 new issue review – QuotedData’s James Carthew talks to Citywire’s Jen Hill about 2018’s clutch of new issues Investors were given an eclectic mix of opportunities within alternatives, in contrast to recent years when high-yielding propositions drove the vast majority of launches. The return of private equity and private equity like strategies – Augmentum […]
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02 Oct 2018 1 min read
Investment Trust Insider : Breath-taking range of new trust launches
Investment Trust Insider : Breath-taking range of new trust launches James Carthew, head of investment company research at QuotedData and Investment Trust Insider columnist wrote the following article: Investment Trust Insider : Breath-taking range of new trust launches The scale of fund raising being attempted in the investment companies sector at the moment might be unprecedented. Previous […]
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10 Jul 2018 2 min read
Investment Trust Insider on recent new issues
Investment Trust Insider on recent new issues – James Carthew: can Ashoka overcome a disappointing launch? It has been a week of contrasts in the new issue market. Tritax EuroBox (EBOX) raised its maximum target of £300 million in an issue that was ‘significantly oversubscribed’ and Hipgnosis Songs Fund (SONG) raised over £200 million. Whereas […]
