Jack Sidders

speaker

477 appearances 14 recordings 3 series first heard Jan 2026 last heard 29 Jul

Jack Sidders’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 14 in all, peaking in Jul 2026 with 5.

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Merryn Talks Money · The UK's Shrinking REITs Sector Is Still Attracting Buyers · 8 Jul 2026 podcast

So that's the sort of backbone of their business, not just UK, big portfolio in Europe as well.

Then over the last several years, the story has evolved.

The really hot, sexy area within the world of industrial logistics became what's known as kind of last mile or urban logistics.

And those are the small warehouses near London,

Near our houses, which retailers, which are really sought after by people who want to deliver to us, because fine, if you're talking about the UK and you're a big retailer, you're John Lewis or Amazon, you probably put your massive, massive warehouse, your mega shed, you put that somewhere in the Midlands near the M1, near the M6.

That's big box logistics.

So if you drive up the M1 past Northampton, you'll just see all of it, which is where I grew up.

You see all these huge, huge warehouses and they're the ones that are designed to kind of serve the whole country.

So you can drive anywhere within eight hours from there, which is how long drivers are allowed to drive.

So ideal place to put it.

But that doesn't really help with your same day delivery or your next day delivery.

So what then Amazon or their peers need is lots of little warehouses very close to where we live, urban logistics.

And the rents for those have gone absolutely through the roof, partly because they're competing for space.

We live in cities like London.

There's not enough housing.

There's not enough all sorts of things.

So all of those are under pressure from other uses.

So even if you own one of those and you're struggling to rent it, which in the current market is quite unlikely, but even if you were struggling to rent it as a warehouse, well, you can probably make a lot of money from converting it to residential.

So that subsector has done very well.

And again, Seagrow has got quite a big portfolio there.

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