Capital Markets Day 2019

This is a recording of the webcast which was held at 09:00 on Thursday, 19 September 2019

Slides
Search
Documents

Welcome
Welcome
Landsec Capital Markets Day
Landsec Capital Markets Day
Robert Noel - Chief Executive
Robert Noel - Chief Executive
Our aims for today
Our aims for today
Evolving strategy addressing key trends
Evolving strategy addressing key trends
Creating the spaces for tomorrow’s businesses and communities
Creating the spaces for tomorrow’s businesses and communities
Agenda for the day
Agenda for the day
Marcus Geddes - Head of Property
Marcus Geddes - Head of Property
London update
London update
Uncertainty prevails
Uncertainty prevails
The majority of availability in London is second-hand space
The majority of availability in London is second-hand space
Market trends
Market trends
Market trends
Market trends
Increasing availability of second-hand space has not hit rental growth
Increasing availability of second-hand space has not hit rental growth
Increasing availability of second-hand space has not hit rental growth
Increasing availability of second-hand space has not hit rental growth
Prime office space rent continues to outperform secondary
Prime office space rent continues to outperform secondary
Transformation of Victoria
Transformation of Victoria
Transformation of Victoria
Transformation of Victoria
Rents remain a relatively small proportion of customers' costs
Rents remain a relatively small proportion of customers' costs
Market trends
Market trends
Overall availability of space is low
Overall availability of space is low
Availability in our key development areas is most acute
Availability in our key development areas is most acute
Construction starts have slowed
Construction starts have slowed
Construction starts have slowed
Construction starts have slowed
Forecast speculative supply is not excessive
Forecast speculative supply is not excessive
Forecast speculative supply is not excessive
Forecast speculative supply is not excessive
Progressing the pipeline
Progressing the pipeline
Market trends
Market trends
Customers demand convenience, flexibility and choice
Customers demand convenience, flexibility and choice
Growth of the flexible office market - 2.3m sq ft taken in last 12 months
Growth of the flexible office market - 2.3m sq ft taken in last 12 months
Expanding our customer offer, meeting the needs of our customers
Expanding our customer offer, meeting the needs of our customers
Landsec Fitted
Landsec Fitted
MYO
MYO
MYO progress to date
MYO progress to date
MYO - significant potential to scale up the offer
MYO - significant potential to scale up the offer
Headquarters
Headquarters
Development activity to 2024 - compelling assets in well connected locations
Development activity to 2024 - compelling assets in well connected locations
Lavington Street, SE1 - growing Southwark footprint
Lavington Street, SE1 - growing Southwark footprint
Lavington Street, SE1 - great location with great potential
Lavington Street,  SE1 - great location  with great potential
Lavington Street, SE1 - further potential south of the site
Lavington Street,  SE1 - further potential  south of the site
H1 transaction volumes at levels last seen in 2009
H1 transaction volumes at levels last seen in 2009
London still offers good value compared to global markets
London still offers good value compared to global markets
Portfolio update - choice, amenity, flexibility and sustainability
Portfolio update - choice, amenity, flexibility and sustainability
Broadening our pool of office customers
Broadening our pool of office customers
Dashwood House
Dashwood House
One New Change
One New Change
Replacing Jamie's Italian and growing rents
Replacing Jamie's Italian and growing rents
Summary
Summary
Caroline Hill - Head of Sustainability and Public Affairs
Caroline Hill - Head of Sustainability and Public Affairs
Evolving strategy addressing key trends
Evolving strategy addressing key trends
Evolving strategy addressing key trends
Evolving strategy addressing key trends
Our sustainability strategy
Our sustainability strategy
Community employment
Community employment
Community employment and social value
Community employment and social value
2018 at a glance
2018 at a glance
Carbon reduction
Carbon reduction
Delivering meaningful carbon reduction
Delivering meaningful carbon reduction
Delivering meaningful carbon reduction
Delivering meaningful carbon reduction
Delivering meaningful carbon reduction
Delivering meaningful carbon reduction
Five steps we are taking to achieve net zero buildings
Five steps we are taking to achieve net zero buildings
Five steps we are taking to achieve net zero buildings
Five steps we are taking to achieve net zero buildings
Climate resilience
Climate resilience
Designing climate change resilient buildings
Designing climate change  resilient buildings
Sustainability driving value
Sustainability driving value
David Heaford - Head of Development
David Heaford -  Head of Development
Development - Agenda
Development - Agenda
Development - Agenda
Development - Agenda
Development - Agenda
Development - Agenda
Customer centric
Customer centric
Customer centric - research
Customer centric - research
Customer centric - Portland House
Customer centric - Portland House
Customer centric - Portland House
Customer centric - Portland House
Development - Agenda
Development - Agenda
Technology enabled - Building Information Modelling (BIM)
Technology enabled - Building Information Modelling (BIM)
Technology enabled - Building Information Modelling (BIM)
Technology enabled - Building Information Modelling (BIM)
Annimation
Annimation
Technology enabled - BIM
Technology enabled - BIM
Technology enabled - BIM
Technology enabled - BIM
Technology enabled - kit of parts
Technology enabled - kit of parts
Annimation
Annimation
Technology enabled - Prototype Lab
Technology enabled - Prototype Lab
Technology enabled - BIM suite
Technology enabled - BIM suite
Technology enabled - BIM
Technology enabled - BIM
Technology enabled - smart buildings
Technology enabled - smart buildings
Technology - space utilisation
Technology - space utilisation
Our approach to development - Summary
Our approach to development - Summary
Development - Agenda
Development - Agenda
Progressing our drivers of growth
Progressing our drivers of growth
Progressing our drivers of growth
Progressing our drivers of growth
On site / near term developments
On site / near term developments
21 Moorfields
21 Moorfields
Sumner Street - Delivering new product
Sumner Street - Delivering new product
Lucent
Lucent
Nova East - Next generation Victoria
Nova East - Next generation Victoria
Development - Agenda
Development - Agenda
Progressing our drivers of growth
Progressing our drivers of growth
Red Lion Court - Prime river front scheme
Red Lion Court - Prime river front scheme
Residential
Residential
O2 Finchley Road
O2 Finchley Road
West 12 Shepherd's Bush
West 12 Shepherd's Bush
Residential potential
Residential potential
Development - Summary
Development - Summary
Martin Greenslade - Chief Financial Officer
Martin Greenslade - Chief Financial Officer
What am I going to cover?
What am I going to cover?
Current reporting structure
Current reporting structure
Current reporting structure
Current reporting structure
Current reporting structure
Current reporting structure
Current reporting structure
Current reporting structure
Current reporting structure
Current reporting structure
Current reporting structure
Current reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Future reporting structure
Combined portfolio
Combined portfolio
Wrap up
Wrap up
Questions
Questions
Questions
Questions
Questions
Questions
Questions
Questions
Questions
Questions

Download files in PDF

 Download slide presentation

Speakers
Loading the player ...