LAND SECURITIES GROUP PLC - Landsec β the investment case
To be informed of all LAND SECURITIES GROUP PLC's upcoming presentations, register at InvestorMeetCompany:Β ...
Chief Executive Officer, L Securities
Search every verified Mark Allan interview, podcast appearance, and on-the-record quote β each transcript cross-checked by AI and human review to confirm speaker identity. Mark Allan, Chief Executive Officer of Land Securities Group PLC, presented the company's investment case during an investor presentation on July 15, 2026. He described Landsec as the largest UK-focused real estate investment trust (REIT), with a portfolio concentrated on prime central London offices and major retail destinations. Allan stated that the company aims for earnings growth of approximately 5% per annum between 2026 and 2030, and outlined plans to reduce net debt to EBITDA from around eight times to below seven times. Allan commented on market conditions, saying he has "never seen a market where there has been such strong support for rental growth in existing assets," attributing this to a concentration of demand into the best locations. He also noted that building a new shopping center would cost "over twice what it would be worth," adding that no new centers are being built and retailer demand is therefore concentrated into existing assets.
“I've never seen a market where there has been such strong support for rental growth in existing assets. And the reason for that is these two key trends. Firstly, for different reasons, there is a real concentration of occupied demand, of customer demand into the very best locations.”
“If you wanted to build a shopping center today, it would cost you over twice what it would be worth. So, clearly no one is building any new shopping centers. So, that retailer demand is concentrated entirely into existing assets.”
“I think that there are far more things changing and far greater levels of ambiguity and uncertainty that leaders have to grapple with and so first and foremost I think you have to be comfortable dealing with that ambiguity and being prepared to take decisions about the direction of your business and the pace of your bu...”
“I think what we as a society want and need from our built environment I think is going to is changing and will change quite dramatically over the next 10 20 30 years and that's just in terms of how space is being used the interface and interaction between the digital or virtual world and the physical world.”
To be informed of all LAND SECURITIES GROUP PLC's upcoming presentations, register at InvestorMeetCompany:Β ...
Mark Allan, Chief Executive Officer of Landsec, joins Ferguson Partners' Serena Althaus and Charlie Barton to share his perspectives on career milestones, key leadership qualities for today's changing world, challenges facing the next generation of leaders and more. Session highlights include: About Landsec (00:31) The evolution of Mark's career (4:37) Key components of strong leadership today (7:51) Challenges facing next gen leaders (9:25) Key critical issues (11:39) Finding balance (14:24) Leading through challenging times (16:00) About Serena Althaus Serena Althaus is Ferguson Partnerβ¦
Sign in to search the full transcript archive, filter by topic, and access every quote from Mark Allan.
The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →