Tritax Big Box Reit Share Discussion Threads

[williamcooper104] 26/11/2021 15:28

A welcome bit of green today

[rathlindri] 26/11/2021 10:35

240p appears to be a tough nut to crack, any day now maybe?

[scruff1] 25/11/2021 21:11

Yep. had a look after I posted yesterday. It was just before my time - so to speak. Nice getting in at that price

[skinny] 25/11/2021 12:12

Yes - I bought on 17th March last year @82.85p.

[spiceboy] 25/11/2021 12:08

Nico work diamond/Skinny/scruff - I've been in since 120ish and I saw that 82p dip and was very tempted but didn't bite at the time - doh! Still a very good performer for me so can't complain...

[scruff1] 24/11/2021 21:25

Ditto. Though you guys beat me to it. I was in just under 140 around 18 months ago I guess Bought in at the last placing too and that is looking good as well - and a pretty decent divi. I expect it to keep growing for a while yet as well. Was it 82 last year - I must have been a bit dozy there

[skinny] 24/11/2021 19:14

You beat me on initial entry - I bought @100.95 in 2013 - but I did add last year @82.85p.

BBOX is now my largest holding by value......

[diamond fibre] 24/11/2021 16:42

In since launched at £1. DIAMOND.

[skinny] 20/11/2021 17:11

From today's Daily Mail :-

.

[williamcooper104] 19/11/2021 14:18

Yep; not sure about decades (about any form of CRE that is) But for near to median term, absent gilts blowing up, it looks a one way bet BBOX has the largest land bank in the UK Cost inflation is up hugely - used to be c£70 something now it's low £90 to build a shed - so 20-30 percent cost inflation due to the pandemic, but rents and yields have made up for that and some such that land values are higher than pre pandemic

[igoe104] 19/11/2021 13:59

These are a cracking investment as well as WHR and Shed. Your getting capital gain and a good yield.

The demand is only going to increase over the next few decades, for warehouse space. Great space to stay invested.

[rathlindri] 19/11/2021 13:41

Glad I held on to these. Best share in my portfolio

[williamcooper104] 07/11/2021 23:20

Savills saying that EV/giga factories will require warehousing space of 50m sf Can't do any harm to BBOX

[bountyhunter] 07/11/2021 09:57

Hi net, thanks for the suggestion, I've replied on the thread.

[netcurtains] 07/11/2021 07:57

There is also the AIM-listed Lok N Store ticker: LOK

[bountyhunter] 06/11/2021 20:53

Comparing REITs seems like an excellent idea to me. I've started a REIT thread to keep track of existing REITs and discuss new issues such as ROOF and placings/offers. A comparison over 1 year looks a little different to the above, but BBOX is still in the lead.

[bountyhunter] 06/11/2021 18:58

Interesting, and I thought SUPR was pretty good! Obviously yields differ and they are not accounted for in the chart but I don't think that would dramatically enhance SUPR against the competition!

[scruff1] 06/11/2021 17:02

Little issue of £300mn though !

[netcurtains] 06/11/2021 16:19

Well done Skinny (clearly we all should have bought SAFE) .... LOL.

[netcurtains] 06/11/2021 12:19

alter-ego: Good point. But if you superimpose Big Yellow or Safestore share price graph on top of BBOX they all match. I don't think it's a coincidence.

[alter ego] 06/11/2021 12:09

Don't think anyone would categorise BBOX as a "lock up warehouse". It's a different beast altogether.

[scruff1] 06/11/2021 12:08

Net
Seems plausible. Cheers

[netcurtains] 06/11/2021 10:15

All the big lock-up warehouse groups go up and down together (I suspect there must be a fund that is in all of them and investors swap into and out of them as one big package).
Eg Big Yellow, Safestore, Lok'n store.

[scruff1] 06/11/2021 09:04

Is there a reason for the drop around noon yesterday?