Atlantic Leaf Properties Limited (JSE:ALP)

Paul Leaf-Wright
Market Cap (AUD): Coming Soon
Sector: Financials
Last Trade (AUD): 0 +0 (+0%)
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1. About

Atlantic Leaf Properties Limited (JSE:ALP) is a UK REIT with the primary objective of providing attractive income and capital returns to shareholders.

The company invests in long-term, quality real estate assets in the United Kingdom with a focus on the industrial and logistics warehouse sectors, specifically those with sound property fundamentals and stable contracted income. Atlantic Leaf also remains opportunistic to other sectors if the underlying fundamentals are sound.

Atlantic Leaf has a primary listing on the Johannesburg Stock Exchange and a secondary listing on the Stock Exchange of Mauritius. The company is led by a team of individuals with significant experience and successful track records in real estate and fund management.

Strategically focused portfolio

Atlantic Leaf’s primary investment focus is on industrial and logistics assets with strong value fundamentals. The company's properties typically have long-term leases and established occupiers.

The majority of the portfolio is comprised of larger “core” assets clustered in the UK’s logistical hubs, while smaller assets in strategic locations provide geographic diversification. This balance provides Atlantic Leaf with exposure across the logistics sector value chain.

Atlantic Leaf enhances shareholder returns by employing gearing, in the form of low-cost bank debt. A degree of leverage is used to provide attractive returns while maintaining an acceptable risk profile.

The company seeks to facilitate further value creation by evaluating and implementing strategic asset management plans for each property. This may involve new lettings and lease extensions, refurbishments, and developments, among other activities. Asset management potential is a key consideration when assessing acquisition opportunities.

2. Business model

3. Strategy

4. Markets

5. Competition

6. History

7. Team

8. Financials

9. Risk