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STORES
*As at 30 June 2025, including a store for which the Company signed a conditional purchase agreement
PORTFOLIO VALUE
WAULT
Supermarket Income REIT (LSE: SUPR) is dedicated to investing in supermarket property forming a key part of the future model of grocery.
A key pillar of our investment strategy is to invest in omnichannel stores. These are supermarkets that provide in-store shopping, but also operate as last mile online grocery fulfilment centres for home delivery and click and collect.
Strategy and Vision
Supermarket Income REIT (“SUPR”) is dedicated to investing in properties which are an essential part of grocery infrastructure. SUPR’s assets earn long-dated, secure, inflation-linked, growing income.
We have a clear and compelling strategy targeting future-proof omnichannel stores.
Our strategy is structurally supported by positive long-term growth in grocery sales driven by inflation and population growth. Our investment in omnichannel stores is aligned with the long-term trend to online sales growth in grocery.
We invest in stores that are deemed critical to the operations of leading grocers. These stores have long leases and are in strategic locations with attractive site sizes. Omnichannel store formats provide our tenants with economies of scale and operational efficiencies.
SUPR also targets stores that have a solid trading history for the operators. Our leases provide long-dated, secure income streams for investors. They have contractual, upward only rental uplifts which are typically index linked.
"SUPR owns and manages a unique and high-quality portfolio of mission critical omnichannel supermarkets. Our sector specialism and information advantage allow us to identify and deliver value through actively managing the portfolio." - Nick Hewson, Chair
01.Traditional in-store
01.Traditional in-store
The traditional in-store weekly shop accounts for over 60% of all UK grocery sales and is the dominant channel for customers acquiring groceries. Each month the average UK household will spend over £400 on groceries, with a total grocery retail market value of over £242 billion annually which is fulfilled from the UK’s network of over 4,450 supermarkets.
02.Click and collect
02.Click and collect
Click and collect now represents a significant portion of the online grocery market and is expected to continue to grow year on year due to its convenience for customers. Operators continue to invest in modern click and collect systems, offering dedicated drive throughs with number plate recognition, to enhance the customer experience. Omnichannel supermarkets enable operators to offer click and collect to their customers at convenient, local sites.
03.Home delivery
03.Home delivery
Delivering grocery from a well located omnichannel supermarket achieves a game changing saving in the cost of online fulfilment. Delivery cost is the dominant factor in online grocery fulfilment costs. Omnichannel stores have been proven to be the optimal method of online fulfilment due to their proximity to customers, reducing delivery time and cost.
We manage a unique portfolio
Our handpicked, geographically diverse portfolio is a critical part of grocery infrastructure.
Key shareholder information including latest results and news announcements, share and dividend centre, consensus and research and key events.
Details of our investment strategy, key characteristics, asset management and market backdrop.
Our Media Hub
The Omnichannel virtuous cycle
Proactive investors: SUPR’s latest results
Latest News
Appointment of Jamie Cowen as Strategy Director
We’re delighted to announce Jamie Cowen has been appointed as Strategy Director. Jamie brings over 30 years’ experience in grocery r...
Acquisition of three supermarkets for £98 million
SUPR announces that it has completed the acquisition of three supermarkets in the UK for a total purchase price of £97.6 million, at an ave...
SUPR completes £41 million of accretive acquisitions
Supermarket Income REIT plc (LSE: SUPR) announces that it is has completed £40.9 million of acquisitions that are accretive to earnings and...
SUPR scales joint venture with direct sale & leaseback
Supermarket Income REIT plc (LSE: SUPR, JSE: SRI), announces an update on its joint venture (the “JV”) with funds managed by Blu...
Acquisition of a €123m Carrefour portfolio in France
Supermarket Income REIT plc (LSE: SUPR, JSE: SRI) is pleased to announce that it has completed the acquisition of a portfolio of 201 Ca...
Climate Transition Plan
SUPR has committed to reaching net-zero greenhouse gas ("GHG") emissions across our value chain by 2050.
Appointment of Jamie Cowen as Strategy Director
We’re delighted to announce Jamie Cowen has been appointed as Strategy Director. Jamie brings over 30 years’ experience in grocery real estate investment and operations, as well as strong relationships with key stakeholders across the sector. Jamie joins SUPR from Sainsbury’s, where he worked in a number of senior investment and property development roles, latterly … Read more
Acquisition of three supermarkets for £98 million
SUPR announces that it has completed the acquisition of three supermarkets in the UK for a total purchase price of £97.6 million, at an average net initial yield of 5.5%1. These acquisitions, comprising well-established stores with long trading histories, have been carefully selected to align with SUPR’s core business strategy and drive further earnings accretion. … Read more
SUPR completes £41 million of accretive acquisitions
Supermarket Income REIT plc (LSE: SUPR) announces that it is has completed £40.9 million of acquisitions that are accretive to earnings and WAULT across two transactions at an average net initial yield of 6.4%1. Following these transactions the Company has now redeployed £99.8 million of the proceeds of the Company’s strategic joint venture with funds … Read more