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Tritax Big Box REIT
Tritax Big Box REIT (BBOX) investor relations material
Tritax Big Box REIT H2 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 TU earnings summary22 Jan, 2026
Executive summary
Entering 2026 with strong momentum across logistics and data centre growth drivers, supported by robust rental income growth and a strengthening development pipeline.
Successfully integrated recent acquisitions and rotated capital into higher-returning opportunities, with over £800 million of assets sold in the past three years.
Ambition to grow adjusted earnings by 50% by the end of 2030, underpinned by structural tailwinds and strong occupational demand.
Financial highlights
Contracted rent increased to £360.9 million (2024: £313.5 million), with £52.8 million from the October 2025 portfolio acquisition and £14.2 million from asset management, offset by £24.1 million from disposals.
4.0% like-for-like portfolio ERV growth during FY25, reflecting favorable supply/demand dynamics.
28% total portfolio rental reversion as at 31 December 2025, supporting future earnings growth.
Total portfolio value of £7.9 billion as at 31 December 2025.
2.3% underlying vacancy, with a further 3.3% from recently completed developments, totaling 5.6% vacancy and potential to add £14.7 million per annum in rent.
Outlook and guidance
Well positioned to deliver on the ambition to grow adjusted earnings by 50% by 2030, supported by strong occupational interest and a robust development pipeline.
28% embedded portfolio rental reversion provides a strong foundation for future earnings growth.
Data centre pre-let timeline at Manor Farm
Compare logistics and data centre development yields
Timeline to capture 28% portfolio rental reversion
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Next Tritax Big Box REIT earnings date
H2 202527 Feb, 2026
Tritax Big Box REIT
Next Tritax Big Box REIT earnings date
H2 202527 Feb, 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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