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EG LONDON SOUTH BANK INVESTMENT


applications for a 200,000 sq ft redevelopment of Ludgate House at 245 Blackfriars Road and Sampson House at 64 Hopton Street. The mixed-use scheme will total 1.6m


sq ft, comprising more than 300,000 sq ft of offices, 200,000 sq ft of retail space and 1,000 flats. “We will definitely be looking at other opportunities in the South Bank,” says Carlyle’s UK managing director, Mark Harris. The type of occupiers attracted to the


South Bank are a lot more footloose. TMT is a core sector being targeted by South Bank developers. This group, for example, is focused on connectivity, a good location and good amenities, which South Bank has aplenty. Of course, where occupiers go, developers and investors follow. But Carlyle does not take vacant


possession of Ludgate House until March 2015, with the first phase office and residential element not likely to complete until 2017. Circleplane will bring its 20 Blackfriars Road scheme to the market in the next few months. It consists of a 23-storey building with around 200,000 sq ft of office space and a 42-storey residential tower with 286 flats.


Refurbishment Deerbrook’s 500,000 sq ft Sea Containers House refurbishment, including 300,000 sq ft of offices and a 181,000 sq ft four-star hotel, completes in Q4 this year. Advertising firm Ogilvy & Mather is rumoured to be taking 200,000 sq ft, although it is not yet known whether Deerbrook will hold or sell. Great Ropemaker Partnership, a jv


between Great Portland Estates and Ropemaker Properties, is developing 240 Blackfriars Road. It has prelet 106,000 sq ft to UBM. However, as this


LONDON’S SOUTHERN FRINGE PERCENTAGE OF CAPITAL’S TOTAL


10


0 2 4 6 8


78 %


deal has been done for BP Pension Fund it will, in all likelihood, be held for income. St George’s 806,000 sq ft One Blackfriars Road residential and hotel scheme will probably be sold, but that does not complete until 2018. Carlyle’s Harris adds: “There will be


strong points around key locations on the river, which will always be on investors’ radar.” Amey purports to have seen increasing


interest from UK funds for the South Bank, a group that has recently found it difficult to compete with foreign buyers. Clearly, overseas institutions and sovereign wealth funds have been active, driven by motives as diverse as long-term income to seeking safe- havens from countries torn by civil war. “You will never get the number and


availability of opportunities, but there is no reason it should not be as popular as the West End. There is a huge depth of money out there and very little stock,”


100 120 140 160


20 40 60 80


2007 2008 Source: EGi Research www.estatesgazette.com 2009 2010 2011 2012 2013 0 2007 Source: EGi Research 11 May 2013 2008 2009 2010 2011 2012 2013 CITY FRINGE CITY CORE


says Richard Garside, senior director for London investment with BNP Paribas Real Estate. He adds: “Any opportunity in the South Bank will see very strong demand from both domestic and overseas buyers. Its performance prospects are very, very good.” However, Alan Sugar’s commercial


property arm, Amsprop, has failed to shift its 217,000 sq ft IBM building at 76-78 Upper Ground, since it began marketing last September. The deal is being packaged as 15 years of income from a gilt-edged corporation and a future development opportunity. Equally, Deka was not prepared to do the deal at Palestra with only 14 years left on the lease, preferring to wait until it had been restructured to 25 years. And 25-year tenancies to government


departments that have invested heavily in their offices – Palestra is TfL’s traffic control centre – do not come about very often.


INVESTMENT VOLUMES BY LOCATION IN LONDON WEST END


MIDTOWN SOUTHERN FRINGE DOCKLANDS


Carlyle Group has submitted planning applications for a 200,000 sq ft redevelopment of Ludgate House and Sampson House


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