FTSE 100 news / Companies and sectors / Real estate / 21 October 2026
Real estate: sector news on Wednesday 21 October 2026
Average tone +4.3 (positive) across 5 companies with relevant coverage, from 22 stories.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| Land Securities | −5.5 | 10 | Coverage was dominated by Landsec shelving its £1.5bn Lewisham redevelopment after the new council's demands for more affordable homes, which reads as a setback. |
| Segro | +5.7 | 4 | Coverage centred on a trading update showing occupancy up to 94.7% and 80% customer retention, alongside a new 53,000 sqm project start. |
| Tritax Big Box REIT | +4.8 | 4 | Coverage was mostly supportive, led by Jefferies reiterating its Buy rating, a declared dividend and positive commentary on its income appeal. |
| LondonMetric Property | +7.2 | 3 | Coverage was mainly positive, with LondonMetric reaffirming its 2027 outlook and Jefferies setting a price target of 217p. |
| British Land | +9.2 | 1 | The only relevant coverage was Goldman Sachs raising its price target on British Land to 490p, which is a positive analyst view. |
Strongest stories in the sector
- +9.2 Goldman Sachs raises target to GBp 490 for British Land stock - ad-hoc-news.de
Goldman Sachs raised its price target on British Land. - +8.7 Tritax Big Box REIT's (BBOX) Buy Rating Reiterated at Jefferies Financial Group
Jefferies reiterates Buy rating, supportive analyst view of the company - +8.7 LondonMetric sells first Picton office as last year's Urban acquisitions and new lettings lift rental income over 8%
Office disposal and rental income growth over 8% from acquisitions and lettings. - +8.7 Segro Says Q3 Occupancy Increases To 94.7% Since HY 2026, Customer Retention At 80%
Occupancy rose to 94.7% with 80% customer retention. - −7.5 Landsec shelves £1.5bn Lewisham redevelopment
Landsec shelves £1.5bn Lewisham redevelopment, a major pipeline setback. - +7.5 Landsec Signs Five AI and Tech Firms at MYO King’s Cross
Five tech tenants signed at MYO King's Cross; positive letting news. - +7.5 LondonMetric reaffirms 2027 outlook. Jefferies targets LondonMetric stock at GBp 217 - ad-hoc-news.de
Outlook reaffirmed and Jefferies sets a supportive price target. - −7.3 News | Landsec drops £1.5 billion Lewisham mall plans citing new council's affordable homes demands
Dropped £1.5bn plans over council's affordable housing demands. - −7.0 Landsec shelves Lewisham Shopping Centre project
Landsec shelves Lewisham project; negative for growth plans. - −7.0 1,700 Lewisham homes and shopping centre rebuild paused a year after plans were approved
Same project pause a year after approval; negative for development pipeline. - −6.7 Lewisham Shopping Centre redevelopment halted after council demands more social homes
Redevelopment halted after council demands more social homes. - −6.7 Lewisham shopping centre redevelopment halted
Lewisham redevelopment halted; project setback.