Investment Strategy

The Trust’s strategy is to invest primarily in retail and office properties (with industrial and alternative properties as a secondary focus). The Trust does not intend to take on development or construction risks nor does it intend to invest in any properties where the levels of rental income are primarily derived with reference to the operational performance of the tenant.

The Trust aims to maximise income and capital returns through active property management and an opportunistic yet focused acquisition strategy.

The Initial Portfolio has a diverse tenant base. Major tenants, which represent 83.3% of the rental income of the Initial Portfolio, are the Edeka Group (a leading food retailer in Europe and the largest food retailer in Germany), Rewe Group (one of the leading food retailers in Europe and the second largest food retailer in Germany), Schwarz Group (Germany’s second largest network of food discount retailers), Norma (a German discounter), Tengelmann (a grocery, DIY, and a clothing retailer), and Peugeot (Europe’s second largest car manufacturer).

Fund Managers

Reports