Tritax BigBox REIT- Completion of Combination and Trading Update

Capturing rental growth and capitalising on increasing occupational activity

Tritax Big Box REIT plc (“BBOX” or the “Company”) is pleased to announce that the Scheme of Arrangement (the “Scheme”) in respect of the all share combination of BBOX and UK Commercial Property REIT Limited (“UKCM”) became effective on 16 May 2024 (the “Effective Date”) and that admission of 576,939,134 New BBOX Shares is expected today at 8.00 a.m. (“Admission”).

Colin Godfrey, CEO commented:

“Following very strong support from both sets of shareholders, we are pleased to announce the completion of the acquisition of UKCM and are delighted to welcome our new shareholders to BBOX.

“The combination complements our big box weighted investment portfolio with high-quality urban logistics assets enhancing our customer offering and driving accelerated rental growth through early capture of significant rental reversion. The liquid nature of the non-strategic parts of the UKCM portfolio is reflected in the number of inbound enquiries we have received which will facilitate the accretive rotation of capital into the development of brand new best-in-class logistics assets.

“We are seeing an encouraging uptick in levels of activity in our development pipeline. Many occupiers that deferred decision making in 2023 have moved forward in 2024 and we have 1.5 million sq ft of new development transactions in legals, and a strong pipeline in negotiations. In addition, freehold development sales are expected to contribute at least £15 million of DMA income in the year. Through rent reviews, lettings and regears we are making good progress capturing the significant reversion within our investment portfolio. In addition, we continue to take advantage of market conditions to selectively acquire mispriced assets. These factors together with stabilised yields collectively support our positive outlook for 2024.”

All property portfolio information below consists of data from the BBOX portfolio only. Balance sheet and liquidity information is provided on a pro-forma combined basis of BBOX and UKCM.

Stable yields and resilient occupational market

·      Total UK market take up in Q1 2024 was 4.5 million sq ft (Q1 2023: 6.6 million sq ft); increase in under offer to 14.2 million sq ft (Q4 2023: 11.1 million sq ft).

·      UK market vacancy at 5.3% (Q4 2023: 5.1%). Speculative space under construction continues to decline and now stands at 9.5 million sq ft (Q4 2023: 12.3 million sq ft).

·      MSCI UK Industrial1 ERVs increased by 1.1% in Q1 2024.

·      Prime market yields stable at 5.25% as at Q1 2024 (Q4 2023: 5.25%).

Development completions increasing portfolio passing rent

·      £7.4 million added to passing rent from 0.8 million sq ft of practical completions in period.

·      £1.3 million added to annual contracted rent from 0.1 million sq ft of development lettings.

·      £14.7 million of potential new lettings in solicitors’ hands covering 1.5 million sq ft.

·      0.9 million sq ft of construction starts, of which:

o  0.5 million sq ft of construction starts commenced across two sites;

o  0.4 million pre-sold and being developed for Siemens Healthineers (DMA contract) at Oxford and provides the potential for accelerated delivery across the site.

o  DMA income is now expected to exceed £15.0 million for 2024.

·      1.0 million sq ft of new planning consents secured bringing total consented undeveloped land portfolio to 6.5 million sq ft.

·      6-8% yield on cost guidance maintained with 2024 schemes targeting an average of 7.0%.

Actively managing our portfolio and selectively acquiring attractive investment opportunities

·      £2.4 million added to annual contracted rent from rent reviews and asset management initiatives.

o  10.7% increase in passing rent across 5.7% of the portfolio subject to lease events;

o  23.9% of the portfolio is subject to lease events during the remainder of the year;  

·      Capturing rental reversion at or above our original expectations in recently acquired J6, Birmingham and Enfield, London urban parks delivering a 43% increase in rental income since acquisition in July and August 2023 respectively.

·      £46 million acquisition of 479,000 sq ft cold store in key East Midlands location let to Co-op:

o  5.75% NIY and 7.3% reversionary yield;

o  8.5 years unexpired lease term with 3.5 years to next rent review;

o  BREEAM rating “Excellent”, EPC B and 15 metres eaves height.

High-quality portfolio underpinning resilient income

·      Portfolio let to a diverse range of institutional grade occupiers on long dated leases.

·      100% rent collection maintained.

·      11.1 years portfolio WAULT.

Continued balance sheet strength with additional funding capacity2

·      Loan to value at end Q1 2024 of 29.3%.

·      Current weighted average cost of debt of 3.1%.

·      4.7 years average debt maturity.

·      In excess of £550 million of current available liquidity.

Directors and Manager intention to purchase shares

The BBOX Directors and members of Tritax Management LLP (the “Manager”) have been restricted from purchasing BBOX Shares recently due to regulatory requirements, other than in respect of existing contractual arrangements and non-discretionary trades. Following today’s announcement certain BBOX Directors and members of the Manager confirm that they intend to purchase shares in the Company today.

1 Monthly index

2 Balance sheet metrics quoted as at Q1 2024, based on the pro-forma combination of BBOX and UKCM

Further disclosure in relation to Admission

As set out in the Scheme Document, New BBOX Shares in uncertificated form are expected to be credited to CREST accounts on or after 8.00 a.m. on 17 May 2024 and definitive share certificates for the New BBOX Shares in certificated form are expected to be dispatched by no later than 30 May 2024. The New BBOX Shares will rank pari passu in all respects with the existing Ordinary Shares in issue, including the right to receive and retain dividends and other distributions declared, made or paid, if any, by reference to a record date on or after the Effective Date.

Following Admission, the Company will have 2,480,677,459 Ordinary Shares in issue and admitted to trading on the London Stock Exchange’s Main Market, each such share carrying one vote (the Company holds no shares in treasury). This figure may be used by BBOX Shareholders as the denominator for the calculations by which they will determine if they are required to notify their interest in, or a change in their interest in, the share capital of the Company under the FCA’s Disclosure Guidance and Transparency Rules.

Capitalised terms used but not defined in this announcement have the meanings given to them in the combined class 1 circular and prospectus published by the Company in connection with the Combination on 9 April 2024. All references to times in this announcement are to times in London (unless otherwise stated).

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