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2023 Full Year Results

This is the archive webcast of the presentation at 09:00 on Wednesday, 28 February 2024

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Annual Results 2023Annual Results 2023
ContentsContents
Introduction and overview - Paul WilliamsIntroduction and overview - Paul Williams
Setting the sceneSetting the scene
Differentiating DerwentDifferentiating Derwent
Differentiating LondonDifferentiating London
Developing & retaining qualityDeveloping & retaining quality
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
2023 project expenditure2023 project expenditure
Estimated future capexEstimated future capex
Proforma impact of major projectsProforma impact of major projects
Debt markets and refinancingDebt markets and refinancing
Debt summaryDebt summary
Valuation and investment - Nigel GeorgeValuation and investment - Nigel George
Valuation - performance and themesValuation - performance and themes
Valuation - performance and themesValuation - performance and themes
Rental value and yieldsRental value and yields
Build-up of portfolio ERVBuild-up of portfolio ERV
Investment market overviewInvestment market overview
Capital recyclingCapital recycling
Sustainability - Nigel GeorgeSustainability - Nigel George
Key milestonesKey milestones
Progress on our journey to net zeroProgress on our journey to net zero
Leasing and asset management - Emily PrideauxLeasing and asset management - Emily Prideaux
Occupational market demandOccupational market demand
Occupational market themesOccupational market themes
Recentralisation mapRecentralisation map
Occupational market supplyOccupational market supply
Derwent London leasing activityDerwent London leasing activity
Derwent London asset management activityDerwent London asset management activity
The Derwent London offerThe Derwent London offer
Regeneration pipeline - Paul WilliamsRegeneration pipeline - Paul Williams
On-site projects - 437,000 sq ftOn-site projects - 437,000 sq ft
25 Baker Street W125 Baker Street W1
25 Baker Street W125 Baker Street W1
Network W1Network W1
Network W1Network W1
Medium-term future pipeline - c.390,000 sq ftMedium-term future pipeline - c.390,000 sq ft
Longer-term future pipeline - 950,000+ sq ftLonger-term future pipeline - 950,000+ sq ft
RefurbishmentsRefurbishments
Summary - Paul WilliamsSummary - Paul Williams
SummarySummary
Questions & AnswersQuestions & Answers
Questions & AnswersQuestions & Answers
Questions & AnswersQuestions & Answers
Questions & AnswersQuestions & Answers
Questions & AnswersQuestions & Answers
Questions & AnswersQuestions & Answers
Questions & AnswersQuestions & Answers
Questions & AnswersQuestions & Answers
Slide 56Slide 56
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Annual Results 2023
Annual Results 2023
Contents
Contents
Introduction and overview - Paul Williams
Introduction and overview - Paul Williams
Setting the scene
Setting the scene
Differentiating Derwent
Differentiating Derwent
Differentiating London
Differentiating London
Developing & retaining quality
Developing & retaining quality
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
2023 project expenditure
2023 project expenditure
Estimated future capex
Estimated future capex
Proforma impact of major projects
Proforma impact of major projects
Debt markets and refinancing
Debt markets and refinancing
Debt summary
Debt summary
Valuation and investment - Nigel George
Valuation and investment - Nigel George
Valuation - performance and themes
Valuation - performance and themes
Valuation - performance and themes
Valuation - performance and themes
Rental value and yields
Rental value and yields
Build-up of portfolio ERV
Build-up of portfolio ERV
Investment market overview
Investment market overview
Capital recycling
Capital recycling
Sustainability - Nigel George
Sustainability - Nigel George
Key milestones
Key milestones
Progress on our journey to net zero
Progress on 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 themes
Occupational market themes
Recentralisation map
Recentralisation map
Occupational market supply
Occupational market supply
Derwent London leasing activity
Derwent London leasing activity
Derwent London asset management activity
Derwent London asset management activity
The Derwent London offer
The Derwent London offer
Regeneration pipeline - Paul Williams
Regeneration pipeline - Paul Williams
On-site projects - 437,000 sq ft
On-site projects - 437,000 sq ft
25 Baker Street W1
25 Baker Street W1
25 Baker Street W1
25 Baker Street W1
Network W1
Network W1
Network W1
Network W1
Medium-term future pipeline - c.390,000 sq ft
Medium-term future pipeline - c.390,000 sq ft
Longer-term future pipeline - 950,000+ sq ft
Longer-term future pipeline - 950,000+ sq ft
Refurbishments
Refurbishments
Summary - Paul Williams
Summary - Paul Williams
Summary
Summary
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Questions & Answers
Slide 56
Slide 56