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Edge20 Feb 2026
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Tritax Big Box REIT
Tritax Big Box REIT (BBOX) investor relations material
Tritax Big Box REIT Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary27 Feb, 2026
Strategic and operational highlights
Achieved significant strategic progress, including successful integration of acquisitions and strong delivery across logistics and data center platforms.
Elevated to the FTSE 100, reflecting business momentum and platform strength.
Entering 2026 with high confidence, aiming for 50% adjusted earnings growth by 2030.
Expanded logistics development and advanced data center pipeline, including the launch of a power-first model.
Fully integrated UKCM and Blackstone portfolios, enhancing urban exposure and capital recycling.
Financial performance and guidance
Net rental income grew by 10.6%, adjusted EPS up 4.1%, and dividend increased by 4.4%.
Portfolio value rose over 20% to £7.9bn, with EPRA NTA per share up 1.2% to £1.878.
Underlying total accounting return was 8.5%, with reported return at 5.5% after non-recurring items.
Maintained a strong balance sheet with a year-end LTV of 33.2%, reducing to 32.7% post-year-end disposals.
2026 CapEx guidance: £200m–£250m for logistics, £100m–£200m for data centers, targeting 7–8% and 9–11% yields respectively.
Growth drivers and market outlook
Three growth drivers: rental reversion, logistics development, and data centers.
Rental reversion and vacancy offer over £100m near-term rental income upside, 73% deliverable in three years.
Logistics development pipeline can nearly double current passing rent, with strong pre-let activity and high occupier engagement.
Data center strategy progressing, with advanced negotiations at Manor Farm and a second site in planning; pipeline exceeds 1 GW.
UK logistics market shows strengthening demand, tightening supply, and rental growth ahead of inflation.
How does the power-first model de-risk DC delivery?
What is the strategy for elevated 2026 disposals?
Detail the certainty of capturing rental reversion?
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Next Tritax Big Box REIT earnings date
H1 20266 Aug, 2026
Tritax Big Box REIT
Next Tritax Big Box REIT earnings date
H1 20266 Aug, 2026
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Frequently asked questions
Tritax Big Box REIT plc is a real estate investment trust that owns, develops and manages Big Box logistics warehouses let to institutional-grade customers on long term leases. The Company invests in high-quality prime logistics real estate assets in the UK and has a portfolio of nineteen Big Box logistics warehouses providing total floor space of approximately 3.2 million square meters. Tritax Big Box REIT plc is headquartered in London, UK.
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