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Hardman & Co

INTERVIEW: Hardman & Co – The value in Urban Logistics

Hardman & Co Analyst Mike Foster joins DirectorsTalk to discuss Urban Logistics (LON: SHED). Mike explains what Urban Logistics is, key points from recent results, returns achieved, whether it is sustainable, risks involved and what would happen if prices of these assets rose so far that new development was stimulated.

Urban Logistics REIT plc is a property investment company, quoted on the AIM market of the London Stock Exchange.

The Company has been established to invest in UK-based industrial and logistics properties with the objective of generating attractive dividends and capital returns for its shareholders. Its investment strategy focuses on strategically located smaller single let industrial and logistics properties servicing high-quality tenants. Investment returns will be generated by an experienced management team focusing on quality stock selection and active asset management.

A number of structural and commercial factors currently support the attractive opportunity in the last mile/regional industrial and logistics real estate sub-sectors targeted by the Company, including: strong occupier demand, (driven by the growth of e-commerce and investment by retailers in their associated supply chain) and a decline in the supply of smaller sized lettable space in industrial and logistics real estate across the UK.