Our strategy - Investors - Tritax EuroBox

Our purpose is to open up new futures in sustainable commercial real estate, creating compelling opportunities for our stakeholders and giving the world’s most ambitious companies the space to succeed.

Our strategy is to create value throughout the lifecycle of our assets: aiming to produce secure and predictable income streams and attractive returns over the long term.

We seek to do this via disciplined capital allocation and proactive ESG-led asset management, with our approach underpinned by appropriate financing.

Our strategy comprises four priorities:

Triangle with grow, distribute, enhance, and reinforce information

1. Grow: capture income growth opportunities

To capture income growth opportunities embedded within the existing portfolio.

2. Enhance: improve operational efficiencies

To improve operational efficiencies to lower the cost ratio.

3. Distribute efficiencies: drive earnings and support dividend

To combine these activities to drive forward earnings per share and deliver a fully covered dividend for the year.

4. Reinforce: maintain balance sheet strength

To underpin these activities by maintaining a strong balance sheet position.

Our business model

Our business model helps us to deliver on our purpose. We source modern, well-located and sustainable logistics properties and recycle capital to acquire new assets and target higher returns – supported by the networks and resources provided through our Manager.

These include close partnerships with leading European developers and asset managers, which provide access to competitively priced, high-quality investment opportunities and enhance our local expertise and customer engagement in the markets in which we operate.

Our differentiated approach – which includes deep market insights generated by proactive portfolio and asset management – enables us to capture market opportunities and deliver performance for all our stakeholders.

In collaboration with our suppliers and partners, we support the growth of our clients across our Continental European markets; stimulate direct and indirect employment along the supply chain; help to regenerate local environments; and create income for shareholders.

We create value through:

Market insight

In-depth market and proprietary expertise (gained through active asset management) enables us to align the business with key market trends and position ourselves for growth.

High-quality assets

We identify (on- and off -market) opportunities through our extensive network of market contacts – and have strict criteria to ensure they align with our investment strategy and portfolio objectives.

Proactive portfolio and asset management

We carefully align exposure to higher-risk asset management and development activities to external market conditions and seek to capture income growth opportunities by taking a proactive approach to enhancing assets.

Enhanced ESG performance

We collaborate with our clients to adapt and upgrade their facilities to help them achieve their ESG priorities and cost economies. This enables us to future-proof the performance of our assets and generate new income, while protecting the environment and benefiting communities.

Capital recycling

While we apply a long-term investment approach, we review our assets on a regular basis to identify recycling opportunities: to maintain portfolio performance and provide capital to reinvest into new opportunities that will enhance overall portfolio returns.