Shaftesbury : Investor & analyst presentation

2021 Half Year Results

Investor and Analyst Presentation

2021 Half Year Results

Agenda

Results & finance

• Chris Ward

Reopening

• Brian Bickell

Sustainability

• Brian Bickell

Looking ahead: from recovery to growth

• Brian Bickell

Q & A

• Brian Bickell
• Chris Ward
• Tom Welton
• Simon Quayle

[e-mail]

Note: All data refers to the wholly-owned portfolio unless otherwise stated

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2021 Half Year Results

Iconic villages

Fitzrovia

0.9 acres

4% of portfolio1

Covent Garden

5.0 acres

27% of portfolio1

Longmartin	Chinatown
1.9 acres
Soho	3.8 acres
23% of portfolio1
1.5 acres	Carnaby
8% of portfolio1
	4.8 acres
	38% of portfolio1

1. Percentage of wholly-owned portfolio valuation	3

2021 Half Year Results

Pandemic impact on West End footfall

	Normal	Onset of first wave and
	conditions	lockdown
2019	100%	Negligible footfall
90%
in	80%
week
70%
same	60%
of the	50%
40%
a %	30%
as	20%
Footfall	10%
	0%
	February March April May
Source: New West End Company

Restrictions relaxed	Lockdown	Tier 3/4 followed by lockdown	Restrictions
Footfall recovered to c. 50%	Negligible	Negligible footfall	relaxed
	footfall		Recovered

Tier 2	to c.45%
Recovered
to c.50%

June	July	August	September	OctoberNovemberDecember	January	February	March	April	May

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Results & finance

Chris Ward