Supermarket Income REIT

Overview

Supermarket Income REIT is a UK-based real estate investment trust (REIT) dedicated to investing in supermarket properties that are integral to the nation's grocery infrastructure. The company focuses on omnichannel stores that serve both in-store shoppers and online fulfillment, ensuring long-term, secure, and inflation-linked income streams. Its portfolio includes properties leased to leading UK supermarket operators, diversified by both tenant and geography. The company's investment strategy targets supermarkets that are mission-critical to their tenants, operating as key online fulfillment hubs while generating in-store sales. Leases are typically long-term with inflation-linked uplifts, providing stable income for investors. Supermarket Income REIT's assets are valued at £1.8 billion as of June 30, 2024. In March 2025, the company completed the internalization of its management function, aiming to reduce operating costs and enhance shareholder returns. Additionally, in April 2025, Supermarket Income REIT entered into a £403 million strategic joint venture with funds managed by Blue Owl Capital, a leading US alternative asset manager. These strategic moves reflect the company's commitment to strengthening its position in the supermarket property sector and delivering value to its investors.

Investment Focus

• Long-term leases
• Inflation-linked rental uplifts
• Properties leased to leading UK supermarket operators

Portfolio Companies