Revenue distribution by sector:

• Retail: 55%
• Office properties: 35%
• Other properties: 10%

TOP 3 markets and their percentage shares:

• London: 60%
• Manchester: 20%
• Birmingham: 10%

British Land Company PLC generates the majority of its revenue from retail and office properties. The focus is strongly on the London market, which accounts for the largest share of revenue. Manchester and Birmingham follow as important markets, also making significant contributions. The strategic focus on these urban centers enables the company to benefit from the high demand for premium properties in these regions.

British Land Company PLC is not a manufacturing company, but a real estate investment trust (REIT).

The company owns, manages, and develops a portfolio of commercial properties, including office buildings, retail spaces, and logistics centers, mainly in the United Kingdom.

Since British Land does not produce physical products, there are no production facilities. Their focus is on the development and management of real estate projects.

Strategy Focus: Diversification and Sustainability (2025)

British Land Company PLC pursues a strategy aimed at diversification and sustainability. The company plans to further diversify its real estate portfolios to spread risk and unlock new growth opportunities. A particular focus is on the development of mixed-use real estate projects that include both residential and commercial spaces.

Furthermore, British Land is increasing its investments in sustainable construction projects and real estate to meet the rising demands for environmental standards. This includes the implementation of energy-efficient technologies and reducing the CO2 footprint of their buildings.

Another aspect of the growth strategy is the increased use of digital technologies to enhance efficiency in property management and offer tenants innovative solutions. Through these measures, British Land positions itself as a forward-thinking company in the real estate industry.

Main Imported Materials: Building materials, steel, glass

Countries of Origin: EU countries, China, USA

British Land Company PLC is a significant real estate company that focuses on the development and management of commercial properties. For construction and renovation projects, the company mainly imports building materials such as steel and glass. These materials are essential for the construction and modernization of office buildings and shopping centers.

EU countries are an important source of high-quality building materials, particularly due to the geographical proximity and trade agreements that facilitate imports. China is a significant supplier of steel as it is one of the largest steel producers worldwide. The USA provides specialized materials and technologies used in modern construction projects.

This import strategy enables British Land to source high-quality materials at competitive prices, which is crucial for the cost efficiency and quality of their projects.

Current Market Share: 12% in the British commercial real estate sector (2025, estimate)
Portfolio Value: £10.5 billion (2025, estimate)
Vacancy Rate: 4.5% (2025, estimate)

British Land Company PLC has a significant competitive advantage in the British real estate market, especially in the commercial property sector. The company has a diversified portfolio that includes high-quality office and retail properties. This enables a stable revenue base and reduces the risk of market fluctuations.

Another advantage is the relatively low vacancy rate of 4.5%, which indicates an effective leasing strategy and attractive property locations. Additionally, British Land benefits from its strong market position and extensive network, allowing it to identify and capitalize on attractive investment opportunities.

The continuous investment in sustainable and innovative construction projects also strengthens the brand image and attracts environmentally conscious tenants, which is an important factor for long-term success in today's world.

Institutional Investor Share: approximately 70% (estimated 2025)
Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in British Land Company PLC typically stands at around 70%, indicating the trust of large financial institutions in the company. These investors include pension funds, investment funds, and other major financial institutions that invest in real estate companies for the long term.

There were no significant insider transactions in the last quarter of 2025, suggesting that the management and other insiders are currently not making significant changes to their holdings. This can be seen as a sign of stability and confidence in the current corporate strategy.

Market share of British Land Company PLC: 5% (estimated for 2025)

Top competitors and their market shares:

1. Land Securities Group PLC - 7%
2. Segro PLC - 6%
3. Hammerson PLC - 5%
4. Unibail-Rodamco-Westfield - 4%
5. Derwent London PLC - 3%

Moat of British Land Company PLC:

British Land Company PLC has a moderate moat, mainly supported by its high-quality properties in prime locations and long-term lease agreements. These factors provide a certain level of income stability and predictability.

Compared to its competitors, British Land has a similar moat to Land Securities Group PLC and Segro PLC, which also have high-quality property portfolios. However, Segro PLC has an advantage in the logistics real estate sector, which has gained importance in recent years.

Unibail-Rodamco-Westfield has a stronger international footprint, providing them with a diversified income stream. This could be considered a stronger moat, especially in economically volatile times.

Overall, the moat of British Land is solid but not significantly stronger than that of its main competitors. Competitors may have slight advantages in certain segments, such as logistics or international diversification.

Revenue Growth: 3.5% (2024) FFO Growth: 2.8% (2024) Vacancy Rate: 5.2% (2024)

British Land Company PLC recorded a moderate revenue growth of 3.5% in 2024. This indicates a stable demand for their real estate portfolio, especially in the office and retail sectors.

The 2.8% growth in Funds from Operations (FFO) shows that the company was able to effectively increase its operating income, which is a positive signal for its financial health. A low vacancy rate of 5.2% underscores the company's ability to successfully lease its properties.

Overall, British Land demonstrates solid operational performance. However, potential investors should also consider macroeconomic factors and the development of the real estate market in the UK to make an informed investment decision.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Stable payout in recent years

The British Land Company PLC is known for regularly distributing dividends to its shareholders. In recent years, the company has pursued a stable dividend policy, making it an attractive option for income-oriented investors.

The estimated dividend yield of 4.5% for 2025 suggests that the company continues to be able to provide solid payouts. This reliability is supported by a diversified real estate portfolio strategy and a strong market position.

Analysts expect British Land to maintain its dividend policy unless significant economic or market-related challenges arise.