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INVESTING IN THE FUTURE MODEL OF UK GROCERY

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Supermarket Income REIT (LSE: SUPR) is dedicated to investing in supermarket property forming a key part of the future model of UK 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 grocery properties which are an essential part of the UK’s feed the nation 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 UK 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 UK grocery.

We invest in stores that are deemed critical to the operations of the UK’s 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.

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 £210 billion annually which is fulfilled from the UK’s network of over 4,450 supermarkets.

02.

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.

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.

From IPO on the London Stock Exchange in 2017 to our most recent financial year end we have delivered a c. 48% Total Shareholder Return and continue to offer our investors stable, long-term, inflation-linked income that is backed by one of the most compelling asset classes in the UK investment market.

We manage a unique portfolio

Our handpicked, geographically diverse portfolio is a critical part of the UK’s feed the nation 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

Play Video about Proactive Investors

The Omnichannel virtuous cycle

Proactive investors: SUPR’s latest results

Latest News

Atrato Capital sees UK grocery sector “performing really strongly”

Managing Director, Robert Abraham and Finance Director Haffiz Kala, from Atrato Group, Investment Adviser to Supermarket Income REIT, spo...

READ MORE

March 31, 2023

Interim Results Announced

We are delighted to announce our interim results for the six months ended 31 December 2022

READ MORE

March 30, 2023

Tesco expands Whoosh delivery service to hundreds of stores

The Grocery Gazette has reported that Tesco is set to roll out its rapid delivery service, Whoosh to 800 stores by the end of February.

Tesco Whoosh
READ MORE

February 20, 2023

Amazon chief vows to ‘go big’ on physical stores

Amazon’s CEO Andy Jassy tells the FT that the company is ready to ‘go big’ on bricks-and-mortar stores.

Amazon Fresh
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February 16, 2023

Atrato Capital ‘positive on supermarkets as an investment’

Managing Director Robert Abraham CFA and Finance director Haffiz Kala from Atrato Group, investment adviser to Supermarket Income REIT, spok...

Proactive investors
READ MORE

February 15, 2023

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 BBB+ Fitch rating
READ MORE

February 14, 2023

Atrato Capital sees UK grocery sector “performing really strongly”

Managing Director, Robert Abraham and Finance Director Haffiz Kala, from Atrato Group, Investment Adviser to Supermarket Income REIT, spoke to Thomas Warner at Proactive

Interim Results Announced

We are delighted to announce our interim results for the six months ended 31 December 2022

Tesco expands Whoosh delivery service to hundreds of stores

The Grocery Gazette has reported that Tesco is set to roll out its rapid delivery service, Whoosh to 800 stores by the end of February.

Tesco Whoosh