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Over the past five years, we have curated a high-quality portfolio that has strong income characteristics and the potential to grow income and add further value.

Our investment case

Our approach aims to generate income with the potential for capital growth over the long term.

This long-term investment approach aims to produce a predictable income performance, which supports our central business goal of delivering a fully covered dividend to our shareholders, which can grow over time.

Our markets are supported by long-term structural drivers and underpinned by favourable demand and supply dynamics.

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Structural market trends

Long-term supportive structural drivers and favourable market dynamics, characterised by strong occupier demand, limited supply of available space and high barriers to developing new assets in prime locations.

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Prime portfolio

Core, stabilised portfolio leased to a strong customer base, with leading ESG performance and embedded opportunities to add value over the long term.

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Specialist manager

Agile, specialist manager with a proven track record and disciplined approach to capital allocation, who can act quickly to capture value-enhancing opportunities.

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Through-cycle performance

Predictable asset-level income performance through the cycle, supporting the delivery of a fully covered dividend, which can grow over time.

Our market
Learn more about the structural drivers supporting the occupier market
Our customers
Read more about how we support our customers