Smart Approach in Retail Resilience

Top 20 occupiers & occupier split by industry Retail Top Occupiers Offices Top Occupiers Occupier Split by Industry (%) As at 30 September 2020 % of As at % of Retail 30 September 2020 Office Rent Rent Other 9% Tesco1 7.8 Facebook 7.4 Home & DIY 4% Fashion & Beauty 18% Next 5.0 Government 6.2 Grocery & Walgreens (Boots) 4.0 Dentsu Aegis² 4.3 Convenience 6% M&S Plc 3.5 Visa 3.9 J Sainsbury 3.0 Herbert Smith Freehills 3.1 Dixons Carphone 2.8 TP ICAP PIC 3.0 Banks & Financial Professional & JD Sports 2.4 Gazprom 2.5 Corporate 10% services 15% Frasers Grp 2.4 Microsoft Corp 2.4 TJX (TK Maxx) 2.4 SMBC 2.2 Asda Group 1.9 Vodafone 2.0 Arcadia Grp 1.8 Deutsche Bank 1.9 Food / Leisure 11% Virgin 1.8 Henderson 1.6 TGI Fridays 1.6 Reed Smith 1.6 General Retail 14% TMT 13% Hutchison Whampoa Ltd 1.6 The Interpublic Group (McCann) 1.5 H&M 1.5 Mayer Brown 1.4 DFS Furniture 1.5 Bank of Montreal 1.4 Primark 1.3 Ctrip.com (Skyscanner) 1.3 Homebase 1.3 Mimecast Ltd 1.2 Pets at Home 1.2 Capula Mgmnt 1.2 River Island 1.2 Credit Agricole 1.2 1 Includes £3.4m at Surrey Quays Shopping Centre 2 Taking into account their pre-let of 310,000 sq ft at 1 Triton Square, % contracted rent would rise to 8.7%. 50.0 51.3 52

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