Results & Reports - Investors - Derwent London

2023 Interim Results

2023 Interim Results

This is the archive webcast of the presentation at 09:30 on Thursday, 10 August 2023

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Interim Results 2023Interim Results 2023
CONTENTSCONTENTS
INTRODUCTION AND OVERVIEW - PAUL WILLIAMSINTRODUCTION AND OVERVIEW - PAUL WILLIAMS
OVERVIEW AND GUIDANCEOVERVIEW AND GUIDANCE
OUR CONSISTENT STRATEGYOUR CONSISTENT STRATEGY
LONDON: A GLOBAL CITYLONDON: A GLOBAL CITY
CAPITAL ALLOCATIONCAPITAL ALLOCATION
RESULTS AND FINANCIAL REVIEW - DAMIAN WISNIEWSKIRESULTS AND FINANCIAL REVIEW - DAMIAN WISNIEWSKI
FINANCIAL HIGHLIGHTSFINANCIAL HIGHLIGHTS
EPRA NTA MOVEMENTEPRA NTA MOVEMENT
EPRA EARNINGSEPRA EARNINGS
GROSS RENTAL INCOMEGROSS RENTAL INCOME
PROPERTY EXPENDITUREPROPERTY EXPENDITURE
H1 2023 PROJECT EXPENDITUREH1 2023 PROJECT EXPENDITURE
ESTIMATED FUTURE EXPENDITUREESTIMATED FUTURE EXPENDITURE
PROFORMA IMPACT OF MAJOR PROJECTSPROFORMA IMPACT OF MAJOR PROJECTS
STRONG BALANCE SHEETSTRONG BALANCE SHEET
VALUATION AND INVESTMENT - NIGEL GEORGEVALUATION AND INVESTMENT - NIGEL GEORGE
VALUATIONVALUATION
VALUATION THEMESVALUATION THEMES
RENTAL VALUE AND YIELDSRENTAL VALUE AND YIELDS
BUILD-UP OF PORTFOLIO ERVBUILD-UP OF PORTFOLIO ERV
DISPOSAL ACTIVITYDISPOSAL ACTIVITY
INVESTMENT MARKET – OVERVIEWINVESTMENT MARKET – OVERVIEW
SUSTAINABILITY - NIGEL GEORGESUSTAINABILITY - NIGEL GEORGE
OUR JOURNEY TO NET ZEROOUR JOURNEY TO NET ZERO
LEASING AND ASSET MANAGEMENT - EMILY PRIDEAUXLEASING AND ASSET MANAGEMENT - EMILY PRIDEAUX
OCCUPATIONAL MARKET – DEMANDOCCUPATIONAL MARKET – DEMAND
OCCUPATIONAL MARKET – SUPPLYOCCUPATIONAL MARKET – SUPPLY
OCCUPIER STRATEGIESOCCUPIER STRATEGIES
MORE EXPANSION THAN CONTRACTIONMORE EXPANSION THAN CONTRACTION
DERWENT LONDON LEASING ACTIVITYDERWENT LONDON LEASING ACTIVITY
DERWENT LONDON ASSET MANAGEMENT ACTIVITYDERWENT LONDON ASSET MANAGEMENT ACTIVITY
DELIVERING THE RIGHT PRODUCT - EMILY PRIDEAUXDELIVERING THE RIGHT PRODUCT - EMILY PRIDEAUX
BRAND AND PRODUCTBRAND AND PRODUCT
INNOVATIVE DESIGNINNOVATIVE DESIGN
MEMBER FOCUSED SERVICE AND AMENITYMEMBER FOCUSED SERVICE AND AMENITY
A TAILORED APPROACH TO FLEXA TAILORED APPROACH TO FLEX
DEVELOPMENTS - PAUL WILLIAMSDEVELOPMENTS - PAUL WILLIAMS
ON-SITE PROJECTS – 435,000 SQ FTON-SITE PROJECTS – 435,000 SQ FT
25 BAKER STREET W125 BAKER STREET W1
VIDEOVIDEO
NETWORK W1NETWORK W1
NETWORK W1NETWORK W1
FUTURE DEVELOPMENT PIPELINE – 1.3M+ SQ FTFUTURE DEVELOPMENT PIPELINE – 1.3M+ SQ FT
ROLLING REFURBISHMENTSROLLING REFURBISHMENTS
SUMMARY - PAUL WILLIAMSSUMMARY - PAUL WILLIAMS
SUMMARYSUMMARY
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Q&AQ&A
Q&AQ&A
Q&AQ&A
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Interim Results 2023
Interim Results 2023
CONTENTS
CONTENTS
INTRODUCTION AND OVERVIEW - PAUL WILLIAMS
INTRODUCTION AND OVERVIEW - PAUL WILLIAMS
OVERVIEW AND GUIDANCE
OVERVIEW AND GUIDANCE
OUR CONSISTENT STRATEGY
OUR CONSISTENT STRATEGY
LONDON: A GLOBAL CITY
LONDON: A GLOBAL CITY
CAPITAL ALLOCATION
CAPITAL ALLOCATION
RESULTS AND FINANCIAL REVIEW - DAMIAN WISNIEWSKI
RESULTS AND FINANCIAL REVIEW - DAMIAN WISNIEWSKI
FINANCIAL HIGHLIGHTS
FINANCIAL HIGHLIGHTS
EPRA NTA MOVEMENT
EPRA NTA MOVEMENT
EPRA EARNINGS
EPRA EARNINGS
GROSS RENTAL INCOME
GROSS RENTAL INCOME
PROPERTY EXPENDITURE
PROPERTY EXPENDITURE
H1 2023 PROJECT EXPENDITURE
H1 2023 PROJECT EXPENDITURE
ESTIMATED FUTURE EXPENDITURE
ESTIMATED FUTURE EXPENDITURE
PROFORMA IMPACT OF MAJOR PROJECTS
PROFORMA IMPACT OF MAJOR PROJECTS
STRONG BALANCE SHEET
STRONG BALANCE SHEET
VALUATION AND INVESTMENT - NIGEL GEORGE
VALUATION AND INVESTMENT - NIGEL GEORGE
VALUATION
VALUATION
VALUATION THEMES
VALUATION THEMES
RENTAL VALUE AND YIELDS
RENTAL VALUE AND YIELDS
BUILD-UP OF PORTFOLIO ERV
BUILD-UP OF PORTFOLIO ERV
DISPOSAL ACTIVITY
DISPOSAL ACTIVITY
INVESTMENT MARKET – OVERVIEW
INVESTMENT MARKET – OVERVIEW
SUSTAINABILITY - NIGEL GEORGE
SUSTAINABILITY - NIGEL GEORGE
OUR JOURNEY TO NET ZERO
OUR JOURNEY TO NET ZERO
LEASING AND ASSET MANAGEMENT - EMILY PRIDEAUX
LEASING AND ASSET MANAGEMENT - EMILY PRIDEAUX
OCCUPATIONAL MARKET – DEMAND
OCCUPATIONAL MARKET – DEMAND
OCCUPATIONAL MARKET – SUPPLY
OCCUPATIONAL MARKET – SUPPLY
OCCUPIER STRATEGIES
OCCUPIER STRATEGIES
MORE EXPANSION THAN CONTRACTION
MORE EXPANSION THAN CONTRACTION
DERWENT LONDON LEASING ACTIVITY
DERWENT LONDON LEASING ACTIVITY
DERWENT LONDON ASSET MANAGEMENT ACTIVITY
DERWENT LONDON ASSET MANAGEMENT ACTIVITY
DELIVERING THE RIGHT PRODUCT - EMILY PRIDEAUX
DELIVERING THE RIGHT PRODUCT - EMILY PRIDEAUX
BRAND AND PRODUCT
BRAND AND PRODUCT
INNOVATIVE DESIGN
INNOVATIVE DESIGN
MEMBER FOCUSED SERVICE AND AMENITY
MEMBER FOCUSED SERVICE AND AMENITY
A TAILORED APPROACH TO FLEX
A TAILORED APPROACH TO FLEX
DEVELOPMENTS - PAUL WILLIAMS
DEVELOPMENTS - PAUL WILLIAMS
ON-SITE PROJECTS – 435,000 SQ FT
ON-SITE PROJECTS – 435,000 SQ FT
25 BAKER STREET W1
25 BAKER STREET W1
VIDEO
VIDEO
NETWORK W1
NETWORK W1
NETWORK W1
NETWORK W1
FUTURE DEVELOPMENT PIPELINE – 1.3M+ SQ FT
FUTURE DEVELOPMENT PIPELINE – 1.3M+ SQ FT
ROLLING REFURBISHMENTS
ROLLING REFURBISHMENTS
SUMMARY - PAUL WILLIAMS
SUMMARY - PAUL WILLIAMS
SUMMARY
SUMMARY
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
Q&A
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Q&A

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