Self Storage Fuels Real Estate Growth
25th January 2016
Of the top three companies in 2015, in terms of total shareholder returns, two are invested in self-storage. With Safestore Holdings on top of the list, delivering a return of staggering 54% and Big Yellow Group, third on the list, delivering a return of 35%. No wonder, self-storage was the top performing
sub sector both in the US and Europe in 2015.
The past 12 months have been very positive for the real estate sector, especially in comparison with the wider equity and bond markets. According to EPRA, global real estate delivered a total return
of of 11.5% smashing the total returns delivered by global equities (1.5%) and global bonds (1.3%). Even over three, five, 10 and 20 years, global real estate has comfortably outperformed the wider equity and bond markets.
The UK quoted EPRA Real Estate Index had another excellent year delivering 9.1%, outperforming the FTSE 100 (-4%), the FTSE All Share (-2.27%) and even FTSE 250 (9%).
The table below highlights the top 10 companies in terms of total shareholder returns (TSR):
No. Company Return Market Cap (m)*
1 Safestore Holdings 54% £742.2
2 UNITE Group 44% £1455.7
3 Big Yellow Group 35% £1268.2
4 Capital & Regional 28% £455.5
5 Workspace Group 26% £1556.6
6 Town Centre Securities 26% £172.8
7 Helical Bar 25% £561.1
8 New River Retail 24% £643.7
9 Grainger 24% £969.2
10 Derwent London 23% £4085.5
* Approximate at 31.12.2015
* Excluding companies with a market cap of <£100m
