NewRiver REIT ads

📍Essential, Everyday Destinations Spotlight: The Gyle, Edinburgh As one of our long-standing shoppers puts it: “There’s everything you would need, I love it here.” It's been a fantastic year of progress at The Gyle, with 70,000 sq ft of leasing activity across 13 transactions, introducing attractive new national brands, delivering long-term renewals with key operators and facilitating major upgrades for our anchor supermarket Marks and Spencer alongside centre enhancements and a significant brand refresh on the horizon, the Gyle team have been very busy since NewRiver REIT acquired The Gyle in December 2024. 🛍️ New brands: Nando's UK & IRE, The Entertainer, Grape Tree and Lovisa 🔜 Autumn openings: Sostrene Grene, Rituals UK & Ireland (B Corp™) and Black Sheep Coffee 🤝 Long-term renewals: Boots UK, EE, New Look and Starbucks ✨ Major anchor refurbishment: Marks and Spencer upgraded its store, upsized its beauty section by 3x, introduced 30 new brands and delivered excellent sales momentum All of this translates into performance, with an enhanced customer offer, new jobs, increased frequency, extended dwell time and sales uplifts: 💳 +3.5% customer spend increase 📊 91% catchment-to-shopper conversion 👣 +4.5% footfall increase to December 2025, tracking towards a further +5% for 2026 🎥 Hear for yourself from Sophie Shannon, Euan Roger, Centre Manager Caroline M., Marks and Spencers Jenny McPartland, as well also some of our local shoppers, across all ages, who have been coming here for years, as they share their perspectives why The Gyle plays such an important, essential role to Edinburgh. #Portfolio #TheGyle #Edinburgh #Retail #AssetManagement #Leasing #RetailProperty #PhysicalStore

🛒 What do we mean by Essential Everyday Destinations? We own and operate Essential Everyday Destinations up and down the UK. These are high-frequency places that people rely on week in, week out for life's everyday needs. 👣 That recurring behaviour drives footfall ➡️➡️➡️ Footfall drives spending ➡️➡️➡️ Spending supports sustainable rents ➡️➡️➡️ And sustainable rents support long-term value creation ♻️ That’s not cyclical – that’s structural. That’s why Essential Everyday Destinations are the foundation of our NewRiver REIT investment case. #EssentialEverydayDestinations #PhysicalStores #EverydayNeeds #EverydayDemand #StructuralSpend

🛒 How have we repositioned our portfolio for long-term growth? We've materially reshaped our portfolio to increase exposure to high-frequency catchments and concentrate capital in locations where rental growth is most reliable and repeatable. Today, our portfolio is +£200 million larger with London retail now representing 43% of portfolio value. The characteristics of our Essential Everyday Destinations remain consistent: 📍 Densely populated catchments 📍 High-frequency footfall 📍 Constrained supply dynamics 📍 Occupier demand focused on fewer, more productive locations 📍 Places people rely on week in, week out for life’s everyday needs 📍 Sustainable income and valuation growth over time It's a simple strategy: invest in locations that consumers rely on, where retailers want to be and where long-term growth is best supported. #NewRiverREIT #EssentialEverydayDestinations #RetailRealEstate #Portfolio

📈 What do we mean by compounding value over time? ⏱️Hear CEO Allan Lockhart's 30-second Quick Take: ✅ Resilient everyday retail ✅ Affordable rents ✅ Consistent leasing performance ✅ Disciplined capital allocation ✅ A platform that creates income and capital growth 📰 Read our Q1 FY27 Trading Update to find out more: https://lnkd.in/edVQTR75 #Essential #Everyday #Destinations #CompoundingValue #RealEstate

🔗 Partnerships are a powerful part of our model, creating value beyond the balance sheet. By combining third-party capital with NewRiver REIT's asset management expertise, we're building a scalable, capital-light platform that generates growing recurring fee income and unlocks new opportunities for long-term growth. Key Stats... ➡️ £2.1 billion assets under management ➡️ Across 15 million sq ft of retail real estate ➡️ Working with 12 capital partners ➡️ Fee income has compounded at 20% pa over six years #Parternship #Platform #Portfolio #Retail #RealEstate

📈 Strong leasing momentum continues at Broadway Shopping Centre Bexleyheath, one of our London Shopping Centres. Over the past six months, we've delivered 25,500 sq ft of new lettings at Broadway Shopping Centre, Bexleyheath, welcoming a strong line up of new brands to the centre, extending the essential, everyday offer for local shoppers. From Waterstones, Clintons (Esquire Retail Ltd) and Choice Discount Stores to WINGSTOP UK (Lemon Pepper Holdings Ltd), Jamaica Blue Cafe, Smoke and Pepper and Techtronix, the latest openings are broadening the offer across retail, F&B and leisure. 📖 The newest arrival is Waterstones, which opened its doors on Saturday and welcomed over 600 customers through the tills. 📚 The first book sold was Lottie Brooks's Twelve Disasters of Christmas, bought by the first of many excited young readers exploring the new children's section. The recent activity reflects the continued demand for space at Broadway and the positive momentum across the centre, whist further strengthening the mix for our customers. ✨ And there’s more to come… Alongside the enhanced leasing, we're continuing to reinvest in the asset, with an exciting brand refresh for the centre set to complete by Summer 2027 which will deliver enhanced signage, public realm and a contemporary new brand identity for the centre. A great period for Broadway, and plenty more to look forward to! A huge well done to Natasha Hamilton, Megan Ruffell and the wider centre team for all their hard work behind the scenes! #Portfolio #NewRiver #BroadwayShoppingCentre #Bexleyheath #Retail #Leasing #Essential #Everyday #Destinations