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2014 Investor Confernce
Agenda
Welcome - Robert Noel
Recycling capital
Recycling capital
Sustainable business
2014 Investor Confernce
Retail Portfolio - Scott Parsons
Mobile technology
The consumer choice
Consumers changing shopping habits
Brands
Retailer trends
Retailer trends
Portfolio evolution
Secondary shopping centres
Secondary shopping centres
Suburban London shopping centres
Suburban London shopping centres
Dominant shopping centres
Dominant shopping centres
Shopping centre portfolio - 2007
Shopping centre portfolio - 2015
Retail parks
Retail parks
Leisure
Leisure
Dominance Experience Convenience
London Portfolio - Colette O’Shea
London Portfolio
A focus on excellence
Intellectual firepower
The “Property Trinity”
A focus on excellence
Team Excellence
London Portfolio - Oliver Gardiner
London Portfolio
Land Securities’ London developments
2010 and our start of development
Quality design and finishes
The Zig Zag Building and Kings Gate
Kings Gate apartments
Resilient power infra-structure
Nova, Victoria
Nova, Victoria
Nova, Victoria
Perfectly sized floor plates - 20 Eastbourne Terrace
More retail in Oxford Street
More retail in Oxford Street
Speculative development in the City
The centre of Central London - New Ludgate
The centre of Central London - 1 New Street Square
Crossrail Farringdon and Blackfriars Stations
Construction at full tilt
Development returns
Development returns
20 Fenchurch Street
20 Fenchurch Street
20 Fenchurch Street
20 Fenchurch Street
1 & 2 New Ludgate
1 & 2 New Ludgate
1 & 2 New Ludgate
1 & 2 New Ludgate
1 & 2 New Ludgate
London Portfolio - Kaela Fenn-Smith
London Portfolio
Development Design
Supply – Central London, May 2014
Supply – Central London, September 2014
Pre-lets
Pre-lets
Tenant demand
Tenant demand
Active demand in Central London
Active demand in Central London
Active demand in Central London
Lease expiries in the City
Active demand in the City
Active demand in the City
Lease expiries in the West End
Vacancy rate
Vacancy rate
Active demand
Growth in oil and gas sector
Headcount growth in fashion sector
One New Change and 20 Fenchurch Street
One New Change
20 Fenchurch Street
Customers and our buildings
Customers and our buildings
Powerful Machines for Better Business
Building design meeting occupier needs
Customer experience
Residential - Tom Eshelby
Wellington House
Kings Gate
The role of Residential within Land Securities
Benefit of residential to place making and Victoria brand
Wellington House
Strong reputation for delivering market beating design and specification
Established and attractive residential developer
On-going design work
Disposals with residential consents
Residential programme
Residential programme
Overseas investors in prime Central London prefer new build
Residential programme
Portfolio Management and Strategy - Marcus Geddes and Tom Elliott
Portfolio management and strategy
London Portfolio allocation - classification
Uncompromising asset management
Asset management - 40 Strand
Asset management - 16 Palace Street
Asset management - 80 – 100 Victoria Street
Strategic acquisitions - Piccadilly Lights
Strategic acquisitions - Piccadilly Lights
Strategic acquisitions - Piccadilly Lights
Asset management - Piccadilly Lights
Asset management - Piccadilly Lights
Asset management - Piccadilly Lights
Asset management - Piccadilly Lights
Asset management - Piccadilly Lights
Asset management - Piccadilly Lights
WW1 Commemoration
Asset management - Red Lion Court
Asset management - 160 Queen Victoria Street
Asset management - 38-48 Southwark Bridge Road
Asset management - One New Change
Asset management - One New Change
One New Change is thriving
Asset management - One New Change
Public space
Public space
Public space
London Portfolio sector allocation
Public space
Public space
Create Victoria
Victoria Retail vision July 2012
Victoria Retail vision September 2014
Capital allocation and returns
Pre-development sales
Recent sales
Recent sales - Bankside 2 & 3
Southwark pipeline – Land Securities ownerships
Southwark pipeline – Land Securities ownerships
Southwark pipeline – Land Securities ownerships
Future pipeline
Portfolio strategy
Questions 1
Questions 2
Questions 3
