Smart Approach in Retail Resilience

BL footfall and sales performance vs benchmark Outperformance for the period to Sept 2020 Retail Parks +22% Portfolio +17% Outperformance for the period Sept 2020 Retail Parks +14% Portfolio +14% Footfall vs benchmark % YoY LFL sales vs benchmark % YoY Jan Feb Mar Apr May Jun Jul Aug Sep Oct Jan Feb Mar Apr May Jun Jul Aug Sep Oct 20% 0% -10% -20% -30% -40% -50% -60% -70% -80% 0% -20% -40% -60% -80% -90% -100% BL portfolio ShopperTrak UK National BL Shopping Centres BL Retail Parks BL portfolio BDO high street sales index BL Shopping Centres BL Retail Parks Footfall Index 39

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