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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 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. SUPR’s assets earn long-dated, secure, inflation-linked, growing income.
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.
"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
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.
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
Strategic Joint Venture with Blue Owl Capital
We are delighted to announce SUPR has entered into a £403m strategic joint venture (JV) with funds managed by Blue Owl Capital, a leading U...
Completion of Internalisation
We are pleased to announce following shareholder approval on the 20th March 2025, Supermarket Income REIT has successfully completed the int...
Interview with Sarah Adams – Centre Administrator and acting Centre Manager at Chineham Shopping Centre
Ensuring our assets enhance the communities in which they are located through tenant and community engagement is one of three key pillars of...
Interview with Simon Revill – Centre Manager at Beaumont Shopping Centre
Ensuring our assets enhance the communities in which they are located through tenant and community engagement is one of three key pillars of...
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.
Strategic Joint Venture with Blue Owl Capital
Completion of Internalisation
