HARDMAN & CO RESEARCH Hardman & Co Research: February 2021 Investor Forum Research for Tritax Eurobox Premium growth still offering premium yield
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Hardman & Co Research
Hardman & Co February 2021 Investor Forum Research: Premium growth still offering premium yield Growth in demand for large, modern logistics real estate is accelerating. 12% of Continental European retail was via internet shopping in 2020. Savills quotes data projecting 15.3% this year. Onshoring and lengthening of supply chains add to the trend. Tritax EuroBox (EBOX) invests entirely in this sector. It capitalises on Tritax Group's extensive expertise in the sector (£5bn assets, including the eight year-old Tritax Big Box in the UK). Its prospective dividend yield is 4.2%. We calculate the dividend yield on the largest UK real estate stocks to be 3.9%, while the largest logistics real estate REIT, Segro, offers a historical dividend yield of 1.9%. Please click on the link below for the full report https://www.hardmanandco.com/research/corporate-research/february-2021-investor-forum/ If you are interested in meeting the company, you can register your interest by clicking on the above link
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1168997 17-Feb-2021