Landsec’s latest investor update highlights a resilient £11bn UK-focused real estate portfolio, strong company performance and a clear growth strategy through 2030. The FTSE 100 REIT is targeting approximately 5% annual growth in earnings and dividends, supported by a 6.2% dividend yield, a 7.7% earnings yield and robust rental income growth across prime central London offices and leading retail destinations. Record 98% occupancy, strong leasing demand, significant rental reversion and structurally constrained supply underpin the outlook for revenue and margins. Landsec is also benefiting from a disciplined capital allocation strategy, a low-cost operating platform, long-dated and largely fixed-rate debt, and limited development exposure. With plans to invest a further £1bn in high-growth retail assets while recycling capital from offices, the company remains focused on delivering sustainable EBITDA and earnings growth, resilient cash generation and attractive long-term shareholder returns.

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Investor Meet Company. Innehållet i podden är skapat av Investor Meet Company och inte av, eller tillsammans med, Poddtoppen.