INVESTING IN THE FUTURE MODEL OF GROCERY
SHARE PRICE
STORES
PORTFOLIO VALUE
WAULT
Supermarket Income REIT (LSE: SUPR) is dedicated to investing in supermarket property forming a key part of the future model of grocery.
A key pillar of our investment strategy is to invest in omnichannel stores. These are supermarkets that provide in-store shopping, but also operate as last mile online grocery fulfilment centres for home delivery and click and collect.
Strategy and Vision
Supermarket Income REIT (“SUPR”) is dedicated to investing in properties which are an essential part of grocery infrastructure, delivering sustainable, long-term income and value growth for shareholders.
We have a clear and compelling strategy targeting future-proof omnichannel stores.
Our strategy is structurally supported by positive long-term growth in grocery sales driven by inflation and population growth. Our investment in omnichannel stores is aligned with the long-term trend to online sales growth in grocery.
We invest in stores that are deemed critical to the operations of leading grocers. These stores have long leases and are in strategic locations with attractive site sizes. Omnichannel store formats provide our tenants with economies of scale and operational efficiencies.
SUPR also targets stores that have a solid trading history for the operators. Our leases provide long-dated, secure income streams for investors. They have contractual, upward only rental uplifts which are typically index linked.
01.Traditional in-store
01.Traditional in-store
The traditional in-store weekly shop accounts for over 60% of all UK grocery sales and is the dominant channel for customers acquiring groceries. Each month the average UK household will spend over £400 on groceries, with a total grocery retail market value of over £242 billion annually which is fulfilled from the UK’s network of over 4,450 supermarkets.
02.Click and collect
02.Click and collect
Click and collect now represents a significant portion of the online grocery market and is expected to continue to grow year on year due to its convenience for customers. Operators continue to invest in modern click and collect systems, offering dedicated drive throughs with number plate recognition, to enhance the customer experience. Omnichannel supermarkets enable operators to offer click and collect to their customers at convenient, local sites.
03.Home delivery
03.Home delivery
Delivering grocery from a well located omnichannel supermarket achieves a game changing saving in the cost of online fulfilment. Delivery cost is the dominant factor in online grocery fulfilment costs. Omnichannel stores have been proven to be the optimal method of online fulfilment due to their proximity to customers, reducing delivery time and cost.
"SUPR owns and manages a unique and high-quality portfolio of mission critical omnichannel supermarkets. Our sector specialism and information advantage allow us to identify and deliver value through actively managing the portfolio." - Nick Hewson, Chair
We manage a unique portfolio
Our handpicked, geographically diverse portfolio is a critical part of grocery infrastructure.
Key shareholder information including latest results and news announcements, share and dividend centre, consensus and research and key events
Details of our investment strategy, key characteristics, asset management and market backdrop
Our Media Hub
Ben Green discusses SUPR’s results on Sky News
The Omnichannel virtuous cycle
Proactive investors: SUPR’s latest results
Latest News
Interview with Simon Whiting – Centre Manager at Willow Brook
Ensuring our assets enhance the communities in which they are located through tenant and community engagement is one of three key pillars of...
Supermarket Rents 101
Addressing the misconceptions around supermarket rents in the UK.
Acquisition of a Carrefour supermarket portfolio
We are really pleased to have announced SUPR’s latest acquisition of a portfolio of Carrefour stores in France.
£34.7 million Supermarket Acquisition
We are delighted to announce the acquisition of a @Tesco in Stoke-on-Trent, Staffordshire, for £34.7 million / 7.5% NIY.
Fitch Affirms Supermarket Income REIT plc at ‘BBB+’; Outlook Stable
Fitch Ratings has affirmed Supermarket Income REIT plc's Long-Term Issuer Default Rating at 'BBB+' with a Stable Outlook.
SUPR announces 2023 Interim Results
We are pleased to announce our interim results for the six months ending 31 December 2023.
Interview with Simon Whiting – Centre Manager at Willow Brook
Ensuring our assets enhance the communities in which they are located through tenant and community engagement is one of three key pillars of our Sustainability Strategy. At our larger sites which have Centre Managers, we actively empower and encourage our site teams to engage positively with the local communities in which the assets are based.
Supermarket Rents 101
Addressing the misconceptions around supermarket rents in the UK.
Acquisition of a Carrefour supermarket portfolio
We are really pleased to have announced SUPR’s latest acquisition of a portfolio of Carrefour stores in France.
