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RETAIL Investor Conference

RETAIL PORTFOLIO Scott Parsons

Agenda

Repositioned Retail Portfolio

Retail Portfolio strategy

Retail space UK vs US

Internet penetration

Department store rents are relatively low

Repositioning retail space

Repositioning the offer

Potential pure-play online retailers taking physical space

Retail Portfolio strategy

Cinemas Resilient reasons to visit centres

Food and beverage

Curating the brand mix

Keeping the offer fresh

Evolving leisure offer

Innovation

Everything is experience

Retail Portfolio strategy

Making our great destinations even better

Summary

OUTLETS Ailish Christian-West

Landsec outlet update

Our locations

Landsec view of outlet categorisation in the UK

Why retailers like outlets

Why we like outlets

How we operate outlets

Insights and intelligence

Landsec outlet assets

Summary

WESTGATE OXFORD Andrew Dudley

Creating Westgate Oxford

Creating Westgate Oxford Why Oxford?

Why Oxford Retailer demand

Why Oxford Great catchment

Why Oxford Constrained supply

How we did it History

How we did it History

How we did it Quality of design

How we did it Approach to design

How we did it Approach to design

What we delivered Sustainability

What we delivered Impact

What we delivered Creating Westgate Oxford

What we delivered Best of the high street

What we delivered Affordable luxury

What we delivered Creating Westgate Oxford

What we delivered Creating Westgate Oxford

What we delivered Residential

What we delivered Customer journey

What we delivered Milestones

Performance

Summary

RETAIL Investor Conference

Q&A

Q&A

Q&A

Q&A

Q&A

Q&A

Q&A
