Our Portfolio Positioning

🛒 How have we repositioned our portfolio for long-term growth?

At NewRiver, we've materially reshaped our portfolio to increase exposure to high-frequency catchments and concentrate capital in locations where rental growth is most reliable and repeatable.

Today, our portfolio is +£200 million larger with London retail now representing 43% of portfolio value.

The characteristics of our Essential Everyday Destinations remain consistent:

📍 Densely populated catchments

📍 High-frequency footfall

📍 Constrained supply dynamics

📍 Occupier demand focused on fewer, more productive locations

📍 Places people rely on week in, week out for life’s everyday needs

📍 Sustainable income and valuation growth over time

It's a simple strategy: invest in locations that consumers rely on, where retailers want to be and where long-term growth is best supported.