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Land Securities’ investor day
Consumer economy
Consumer economy
Structural change - polarisation
Our strong relative performance
Strong development returns
Our clear strategy
Our established capability to deliver
Who you’ll meet today
Who you’ll meet today
Land Securities’ investor day
Land Securities’ investor day
Drivers of polarisation
Our major destinations: Trinity Leeds
Trinity Leeds: Showing the way on leisure
Trinity Leeds: Pushing digital boundaries
Our major destinations: White Rose, Leeds
Leeds: Making a positive impact
Our major destinations: St David’s, Cardiff
St David’s, Cardiff: Sales-driven marketing
St David’s, Cardiff: Sales-driven marketing
Our major destinations: Cabot Circus, Bristol
Our major destinations: Gunwharf Quays
Our remaining good secondary
Our remaining good secondary
London Suburbs: O2, Finchley
London Suburbs: Southside, Wandsworth
Summary and investment strategy
Summary and investment strategy
Land Securities’ investor day
Land Securities’ investor day
Glasgow
Three key points
Picture
Highly attractive demographics
Refurbishment opportunity
Family dining – time for change
Strategic locations
Great anchors
Right space
The importance of leisure
The importance of leisure
Great anchors
Strong retailer requirements
Outline data
Oxford
Three key points
Attractive demographic
Attractive demographic
Place making opportunity
Repositioning opportunity
Strategic location
John Lewis - anchor
No existing 1st floor trading
The right space
The importance of leisure
The dreaming spires
Right space
Strong retailer requirements
Outline data
Guildford
What we like
Land Securities’ investor day
Q & A
Land Securities’ investor day
Points of focus
Strong occupier base
Low investment volumes
Retailer relationships
Retailer relationships
Active asset management
Active asset management
Active asset management
Active asset management
NPPF – strong development pipeline
Out of town activity
Project Berlin – strong development pipeline
Maidstone - strong development pipeline
Worcester - strong development pipeline
Project Prague - strong development pipeline
Kingswood, Hull - strong development pipeline
Crawley – imminent completion
Taplow – development opportunity from existing portfolio
Selly Oak – Harvest Partnership
Points of focus
Land Securities’ investor day
Land Securities’ investor day
The Case for Leisure
What is leisure in the context of a leisure park?
Why – Strong operating performance
Who – strength and depth
Our operators – strong and expanding
Increasing revenues and spend per head
Our operators – strong and expanding
Our operators – strong and expanding
Our operators – strong and expanding
Land Securities wholly owned leisure
The X-Leisure portfolio – top performing portfolio
The largest UK leisure landlord
Xscape Milton Keynes
Snozone
Flowhouse
Brighton Marina
Brighton Marina
Great North Leisure Park
Great North Leisure Park
Asset management activity
The Case for Leisure
Land Securities’ investor day
Land Securities’ investor day
Gunwharf Quays - introduction
Gunwharf Quays – the estate
Day/night experience
Longer dwell times; higher average spend
An extended catchment
Ease of access
Outlet model – attractive features
Growth of outlet retailing
Sales growth at Gunwharf Quays
Rental income growth
Drivers of growth at Gunwharf
Outlet model providing flexibility
Significant benefit of churning the retail offer: Sales impact
Significant benefits of churning the retail offer: Base rents
Shop refits – strong sales growth
Continuing the growth story
Current centre branding
Proposed centre branding
The attraction of Gunwharf Quays
Land Securities’ investor day
Q & A
