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Capital Markets Update
Overview - Mark Allen
Portfolio focused on areas of strong customer demand
Landsec 2030 vision
Our primary focus
Strategic implications
Our opportunity
Strategy supported by long-term macro trends
Significant upside in current portfolio
Residential growth opportunity
Residential growth opportunity
Establish £2bn+ residential-led platform by FY30
Further grow our leading retail platform
Capitalise on strong customer demand for our best-in-class offices
Prepared platform to leverage growth
Focus on sustainable income/EPS growth to drive attractive ROE
Capital allocation - Remco Simon
Income growth key driver of long-term value growth
Prioritising our investment opportunities
Strategic implications
Release half of capital employed in pre-development assets
Continue to grow £3.0bn retail platform
Establish £2bn+ residential platform by 2030
Near term project – Finchley Road
Near term project – Mayfield
Near term project – Lewisham
Longer term pipeline
Shift development activity towards residential
Reduce capital employed in offices and exit non-core assets
Capital recycling
Capital allocation outlook
Growing returns- Venessa Simms
Further outperformance since half-year results
Strategic implications
Capture growing reversion in current portfolio
Deliver further £12m+ in overhead savings
Capital recycling to enhance earnings
Focus on growing net income returns
Strategy to deliver compound growth in EPS over FY25-FY30
Well-placed to deliver attractive return on equity
Returns underpinned by strong capital base
Positive outlook for returns
Outlook - Mark Allen
What to expect from us
The Landsec opportunity
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Slide 55
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