
The Business Case: Unlocking the £8 Billion Logistics Powerhouse, interview with CEO of Tritax Big Box, Colin Godfrey
About this episode
Join hosts Mark Wharrier and Phil Clark for an in-depth conversation with Colin Godfrey, Chief Executive of Tritax Big Box REIT. Since its IPO in 2013, the company has grown into a FTSE 100 leader with a portfolio valued at nearly £8 billion.
In this episode, Colin reveals how Tritax became the largest listed investor and developer in UK logistics and why their "mission-critical" warehouses are the backbone of modern supply chains. We explore the company’s ambitious roadmap to 2030, driven by three core levers: an embedded 28% rental reversion, a valuable 33-million-square-foot development pipeline, and a pioneering 1GW "power-first" data centre strategy.
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