Supermarket Income REIT (SUPR) at ShareSoc October 2018

https://www.piworld.co.uk/2018/10/25/supermarket-income-reit-supr-at-sharesoc-october-2018/

Steve Windsor
Introduction - 00:19

Ben Green
Investment strategy - 01:07
The portfolio - 03:59
Investing in the future model of UK Grocery - 05:50
Global convergence on the future model of grocery - 10:26
Our market – Supermarket yield - 12:52
Supermarket leases offer one of the cheapest sources of RPI - 14:33
Supply and demand of index linked supermarkets - 16:22
Performance – 17:29
Proactive asset management - 19:27
Conclusion - 21:22
The team - 22:46

Q&A 23:32

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