BBOX terminates offer for Warehouse REIT as Blackstone gains ground

Published 27/08/2025, 12:10
BBOX terminates offer for Warehouse REIT as Blackstone gains ground

LONDON - Tritax Big Box REIT plc (LON:BBOX) has withdrawn its offer for Warehouse REIT PLC (LON:WHR), the companies announced Wednesday, as Blackstone-backed Wapping Bidco advances with its competing bid.

BBOX confirmed it no longer wishes to proceed with its cash and share offer originally announced on June 25, 2025. The company has been released from its obligation to proceed with the offer by the Panel on Takeovers and Mergers.

The termination comes after Wapping Bidco, a company indirectly owned by Blackstone investment funds, secured a significant position in Warehouse REIT. According to its most recent disclosure on August 26, Wapping Bidco owns or has received irrevocable undertakings for approximately 34.33% of Warehouse REIT’s existing issued ordinary share capital, representing about 145.86 million shares.

Blackstone’s latest offer, which became a mandatory cash offer on August 22 under Rule 9 of the Takeover Code, values Warehouse REIT at 113.4 pence per share in cash. Including the Warehouse July Dividend, the total transaction value reaches 115.0 pence per share.

The Warehouse REIT board had previously withdrawn its recommendation for the BBOX offer on July 11, instead unanimously recommending shareholders accept Blackstone’s increased offer. The board has now decided not to proceed with the scheme of arrangement required to implement the BBOX offer.

As a result of the termination, BBOX is prohibited from making any offer for Warehouse REIT without Panel consent for a period of 12 months, in accordance with Rule 35.1 of the City Code on Takeovers and Mergers.

The announcement was made with BBOX’s consent, according to the press release statement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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