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We offer a compelling investment proposition and are well placed to create further value for all our stakeholders over the long term. 

We operate in a highly attractive market

Our market is characterised by strong occupier demand, limited supply of vacant space and high barriers to developing new assets in prime locations. These favourable conditions for asset owners are leading to rising rents and capital values, as well as improving lease terms.

Powerful long-term trends are fuelling occupier demand

Demand for large scale logistics assets is increasing as occupiers look to fulfil their rapidly growing e-commerce sales, and to secure the financial and operational economies of scale and efficiencies that are not available in smaller units.

Structural tailwinds are accelerating

The Covid-19 pandemic has accelerated the trends in our markets, resulting in a step change increase in e-commerce penetration and prompting occupiers to increase the resilience of their supply chains, boosting their need for logistics space.

A high-quality portfolio generating attractive returns

We have constructed an outstanding portfolio of large, modern and flexible assets in prime logistics locations across Europe. This generates a robust income stream with built-in compounding through the indexation in our leases, supporting an attractive dividend. Our strategy enables us to grow both high-quality income and the capital value of our assets delivering attractive total returns to Shareholders.

Relationships that generate valuable opportunities

Our developer relationships provide a pipeline of the highest quality new assets, enabling us to add to the portfolio at more attractive valuations and acquire assets earlier in their development and on an off-market basis, giving us the opportunity to capture value creation opportunities. 

Asset management underpins further value creation

There are numerous opportunities embedded in our portfolio to create further value through, for example, leasing unoccupied space and utilising unused or adjacent land, providing upside to income and capital values.

Sustainability is at the heart of our model

Sustainability and a culture of responsibility is embedded throughout every aspect of our business, as we understand that acting sustainably and responsibly is fundamental to our ability to deliver long-term value for shareholders and other stakeholders.

Financial results
Read our latest set of results here
Our market
Learn more about our unique sector
Our customers
Learn more about the customers we attract and support