Shaftesbury Capital (SHC) Investor presentation summary

Portfolio overview

• £5.6 billion portfolio value with 2.8 million sq ft of lettable space and around 1,900 units across approximately 640 buildings in London's West End.

• Properties span iconic destinations including Covent Garden, Carnaby Street, Soho, Chinatown, and Mayfair.

• Focus on long-term income and value growth through investment, curation, and responsible stewardship.

Strategic strengths and market positioning

• West End portfolio benefits from high occupancy (97%), low capital requirements, and strong international appeal.

• Annual footfall of 150 million supports a thriving seven-day trading environment.

• Portfolio is surrounded by major transport hubs with over 160 million journeys annually.

• Over 185 brands introduced in the last three years, with 800+ shops and F&B concepts.

Destination highlights and enhancements

• Covent Garden features a mix of global flagships, independent brands, and over 200 restaurants, with ongoing public realm improvements for accessibility and visitor experience.

• Carnaby Street and Soho are home to global and emerging brands, with planned enhancements for a greener, more accessible public realm.

• Chinatown London is the largest in Europe, offering authentic Asian experiences and a loyal, diverse customer base.