Supermarket Income REIT’s portfolio valuation jumps by over a quarter in six months
Supermarket Income REIT saw its portfolio valuation increase by 27% in the second half of 2025 to £2.06bn.
Key transactions during the period – which comprised the six months ending 31 December 2025 – included a £196m acquisition of 10 omnichannel supermarkets let to Asda, a £15.3m acquisition of 10 convenience stores let to Sainsbury’s, and £182 million in secondary market acquisitions.
During the period, Supermarket Income REIT said it had scaled the joint venture with funds managed by US asset manager Blue Owl Capital to £845m.
Looking ahead, the group said it has a strong pipeline of opportunities of over £500m of high-quality assets in the grocery property investment sector. The company said it is leveraging its sector specialism and relationships to grow within the wider grocery real estate space, which could include further investment in grocery-anchored retail parks and European supermarkets, as well as grocery distribution.
Rob Abraham, CEO of Supermarket Income REIT, said: “The growth opportunity within grocery real estate remains highly compelling with supermarket sales reaching record highs in December 2025. Against this backdrop, our deep sector expertise coupled with our strong sector relationships gives us a unique advantage as we look to double the size of the portfolio over time. We have a compelling near-term pipeline, with omnichannel supermarkets continuing to perform strongly, and the potential for diversification into new geographies and complementary adjacencies within grocery real estate opening up additional opportunities for SUPR.”