iPORTFOLIO

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Our Investment Case

1. We are market-leading specialists

  • Our experienced management team specialises in buying, managing, developing and recycling convenience-led community-focused retail & leisure assets
  • Our core markets are community shopping centres, conveniently-located retail parks and community pubs

2. Our assets are an integral part of the communities they serve

  • They are well-located in the heart of communities, providing the appropriate mix of retail, leisure and civic services 
  • They meet the day to day needs of local communities, with our occupiers typically focused on providing value for money to visitors on day to day essential goods and services
  • We have an exciting 1.8m sq ft risk-controlled development pipeline, focused on exploiting the untapped residential potential in the airspace above and on sites adjacent to our well-located assets

3. Our income streams are sustainable and our portfolio is internet resilient

  • Our rents are affordable for retailers and we have a well diversified income stream, with our largest occupier accounting for just 1.9% of our total rent roll
  • Our retail occupancy is currently 96.2%, and has been above 94% since the company was founded in 2009
  • The retailers trading in our portfolio typically operate low transaction value, high volume business models, and so are inherently resilient to the growth of online retail

4. We are focused on delivering a progressive dividend to shareholders

  • We have a proven track record of delivering a growing dividend to shareholders, which we pay on a quarterly basis
  • We have a market-leading dividend yield of over 9%, and delivering a fully-covered dividend is one of our core financial policies

5. Our platform is scalable and our balance sheet is well positioned to deliver growth 

  • We have a fully unencumbered balance sheet, with an unexpired debt maturity of 7.4 years