BIG YELLOW GROUP PLC

Unite Students, operating under Unite Group Plc, is the United Kingdom's leading entity in the ownership, management, and development of purpose-built student accommodation (PBSA). It primarily serves the nation's renowned Higher Education sector. After successfully completing the £1.4 billion acquisition of Liberty Living's UK assets in November 2019, the company now provides housing for 76,000 students across 177 properties located in 27 prominent university towns and cities. At the heart of Unite's mission is the goal to offer a "Home for Success" to its student residents and to be recognised as the most trusted brand within the sector. This objective is realised through exceptional service, dedicated personnel, and high-quality properties, all meticulously designed based on a profound understanding of students' needs and preferences. Unite's accommodation offerings are characterised by their superior quality, affordability, and secure environments, strategically positioned in desirable student locations. Most students reside in en-suite study bedrooms, with rents comprehensively covering all utility costs, insurance, 24-hour security, and high-speed Wi-Fi. The MyUnite mobile application further enhances practical support, enabling instant messaging and maintenance requests. Demonstrating a strong commitment to safety, Unite holds an impressive five-star rating from the British Safety Council, awarded after a thorough Occupational Health and Safety audit. This audit assesses performance against key safety management indicators, setting an international benchmark and advocating for continuous improvement. Operational excellence and customer satisfaction are bolstered by an innovative, proprietary operating platform. This system not only delivers significant benefits to students, such as a streamlined online booking process, but also empowers Unite to extract greater value from its portfolio through economies of scale and sophisticated revenue management. A central strategic priority involves achieving consistent and sustainable earnings, underpinned by a robust capital structure. A critical facet of this strategy is to expand the number of beds available through partnerships with top UK universities experiencing unprecedented student demand. Currently, Unite collaborates with 60 universities nationwide, with 52% of its rooms secured via 'nomination agreements,' which provide excellent predictability for future occupancy rates and rental income growth. Beyond providing housing, Unite is dedicated to assisting students in navigating the significant "Leap" into university life. Recognising the common discrepancy between student expectations and reality, the company developed the "Leapskills" programme. This initiative prepares prospective students for independent living by introducing various student life scenarios that encourage group discussions on conflict resolution, problem-solving, and the dynamics of shared living, thereby aligning expectations with practical experience. Furthermore, Unite is the primary founder and a major contributor to the Unite Foundation, a charitable trust that grants free accommodation scholarships to talented students facing financial challenges. To date, the Foundation has supported 434 young individuals in close collaboration with 27 partner universities. Financially, Unite is invested in and manages two specialised funds and joint ventures with institutional investment partners: the £3 billion Unite UK Student Accommodation Fund (USAF) and the £1 billion London Student Accommodation Vehicle (LSAV). Established in Bristol in 1991, Unite Group is an acclaimed Real Estate Investment Trust (REIT), listed on the London Stock Exchange, and a proud member of the FTSE 250 Index.

SmartStop Self Storage REIT, Inc.SMA · Real EstateLadera Ranch, United States

66% matchPublic

As a self-managed real estate investment trust (REIT), SmartStop heavily incorporates technology into its operations. The company is supported by a comprehensive, integrated team of roughly 570 self-storage professionals. Recognized as one of North America's leading self-storage providers, SmartStop continues to grow its portfolio across Canada and within high-potential markets throughout the United States.

LondonMetric Property Plc, a prominent FTSE 250 Real Estate Investment Trust (REIT), specialises in owning and managing a substantial portfolio of commercial properties across the UK. This includes one of the nation's premier listed logistics platforms, complemented by a diversified array of long income assets, collectively spanning an impressive 16 million square feet. The company's strategy centres on acquiring and optimising high-quality real estate that precisely meets the demands of its occupiers. This approach consistently generates dependable, recurring, and increasing income-led returns, and positions LondonMetric for sustained outperformance over the long term.

Global Self Storage functions as an independently administered and managed real estate investment trust (REIT). Its primary activities encompass the ownership, operation, management, acquisition, development, and renovation of self-storage facilities. These properties are specifically engineered to deliver secure, conveniently located, and budget-friendly storage solutions for both residential and commercial clientele. Through its fully owned subsidiaries, the company currently holds and/or oversees a portfolio of thirteen self-storage locations spread across Connecticut, Illinois, Indiana, New York, Ohio, Pennsylvania, South Carolina, and Oklahoma.

Primary Health Properties (PHP) stands as the premier investor in contemporary healthcare real estate throughout the United Kingdom and Ireland. This UK-based Real Estate Investment Trust (REIT) is committed to delivering growing returns for its investors, achieved through a combination of increasing earnings and appreciating asset values. PHP accomplishes this by acquiring healthcare properties under extended lease agreements, which are underpinned by strong, government-backed financial commitments. The company manages an extensive portfolio of over 480 primary care sites, encompassing both existing facilities and planned developments. While most are general practitioner clinics, other properties are leased to various NHS entities, pharmacies, and dental practices.

NEWRIVERNRR · Real EstateLondon, United Kingdom

65% matchPublic

NewRiver REIT plc (NewRiver) is a prominent UK-based Real Estate Investment Trust that specializes in the acquisition, management, and enhancement of essential retail and leisure properties throughout the country. The company oversees a substantial portfolio valued at £1.1 billion, encompassing 9 million square feet of space. This extensive collection includes 33 community shopping centres, 24 conveniently situated retail parks, and 700 community pubs. NewRiver's strategy is deliberately focused on resilience and stability. It carefully selects assets that primarily house tenants providing essential goods and services, consciously avoiding sectors facing structural challenges, such as traditional department stores, mid-market fashion retailers, and casual dining establishments. This strategic approach, combined with competitive rents and prime locations, consistently generates sustainable and increasing returns for its shareholders. Furthermore, NewRiver's proactive asset management and an integrated development pipeline of 2.6 million square feet ensure ongoing opportunities to maximize value from its property holdings. NewRiver is publicly traded with a Premium Listing on the London Stock Exchange's Main Market under the ticker symbol NRR.