Tritax Big Box strikes takeover deal for UKCM to create £4bn warehouse giant

Tritax owns dozens of large warehouses, typically found near motorways, and has major tenants including Ocado, Amazon and B&Q.

Henry Saker-Clark
Monday 12 February 2024 09:18 GMT
Warehouse giant Tritax Big Box has struck a deal to buy rival UK Commercial Property REIT (UKCM) for £924m (Chris Radburn/PA)
Warehouse giant Tritax Big Box has struck a deal to buy rival UK Commercial Property REIT (UKCM) for £924m (Chris Radburn/PA)

Your support helps us to tell the story

From reproductive rights to climate change to Big Tech, The Independent is on the ground when the story is developing. Whether it's investigating the financials of Elon Musk's pro-Trump PAC or producing our latest documentary, 'The A Word', which shines a light on the American women fighting for reproductive rights, we know how important it is to parse out the facts from the messaging.

At such a critical moment in US history, we need reporters on the ground. Your donation allows us to keep sending journalists to speak to both sides of the story.

The Independent is trusted by Americans across the entire political spectrum. And unlike many other quality news outlets, we choose not to lock Americans out of our reporting and analysis with paywalls. We believe quality journalism should be available to everyone, paid for by those who can afford it.

Your support makes all the difference.

Warehouse giant Tritax Big Box has struck a deal to buy rival UK Commercial Property REIT (UKCM) for £924 million.

The combination of the two firms is set to make a real estate giant worth almost £4 billion.

It came after reports over the weekend by industry title React that Tritax Big Box had made an “indicative proposal” for an all-share merger between the London-listed rivals.

Tritax owns dozens of large warehouses, typically found near motorways, and has major tenants including Ocado, Amazon and B&Q.

UKCM, which is the much smaller of the two companies, has a portfolio investing in shopping centres, office buildings and distribution centres.

Bosses at Tritax said the deal will bring together a real estate portfolio worth around £6.3 billion focused on the logistics sector.

It said the deal will value UKCM at 71.1p per share, which Tritax said represents a 10.8% premium on its rival’s share price at the end of trading on Friday.

Tritax told shareholders the move will “bring together complementary logistics-oriented investment portfolios with a shared focus on resilient and growing income”.

It said it will also “enhance the overall customer offering through a high-quality logistics portfolio across a broader range of property sizes and tenant uses, from ‘Mega-Boxes’ to smaller, strategically located, logistics assets within key urban locations.”

Shares in UKCM lifted 4.7% in early trading on Monday, while Tritax was trading 2.1% lower.

Thank you for registering

Please refresh the page or navigate to another page on the site to be automatically logged inPlease refresh your browser to be logged in