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Supermarket Income REIT champions shareholder alignment with fee change

About TR Property

13th November 2024

Laptop displaying a CITY AM article titled "Supermarket Income REIT slashes fees for shareholders," with an image of a supermarket produce section and a "greengrocers" sign.

Supermarket Income REIT (SUPR) has changed the way it calculates its management fee, opting to base it on the trust’s market capitalisation instead of its net asset value. This follows an agreement that was reached with its investment adviser, Atrato Capital.

As part of his ongoing advocacy for good governance in the real estate investment trust (REIT) sector, TR Property’s fund manager Marcus Phayre-Mudge provided commentary to several publications discussing why he believes that investment adviser contracts with fees based on market cap are the way forward.

Marcus stated that the change was “proactively addressing the increasing demand for external management contracts that better align with shareholder interests”.

“Since shareholders benefit from share price total returns rather than NAV-based returns, it’s only right that the manager’s compensation is tied to the same metric,” said Phayre-Mudge. “It is great to see SUPR’s board and its manager, Atrato, work together create a fairer arrangement for shareholders.”

Marcus also urged other REIT boards to review their own investment adviser contracts, and, where needed, adopt similar improvements.

Read more on the SUPR story in CityAM, and find out more about the importance of aligning manager compensation with shareholder interests in our recent blog.

Approved by Columbia Threadneedle Management Limited on 11/11/2024

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Columbia Threadneedle Management Limited, No. 517895, registered in England and Wales and authorised and regulated in the UK by the Financial Conduct Authority.  All financial promotions approved by Columbia Threadneedle Management Limited on 15/01/2026.

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