
Spotlight: Shopping Centre and High Street – Q3 2023
"Solid Christmas trading expected as inflationary pressures reduce, while investor attitudes to retail about to be tested by large mall sales"
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"Solid Christmas trading expected as inflationary pressures reduce, while investor attitudes to retail about to be tested by large mall sales"

"Despite the strength of the UK’s economic headwinds, the occupational market remains resilient, spurred on by the performance of retailers who sell essential goods and the expansion ambitions of the value-oriented operators"

"Retail warehouse pricing moves out with the cost of money and UK Bond yields but, should investors take a second look given the strength of the occupational market?"

"Mixed messages around a surprisingly resilient consumer economy"

"We anticipate increasing activity driven by opportunity-led investors enticed by the prospect of price adjustments, as history shows that deals pursued during challenging times often yielded superior returns in the long run"

"Rising interest rates expected to drag on the consumer economy in H2; investment activity predicted to be stronger in H2 than H1"

"Outlets to outrun surging prices"

"Smaller luxury groups and independents stepped up activity in 2022"

"China still dominated new store openings in 2022, as it did the year before, but we saw renewed activity in Europe, with new openings in the Middle East also picking up pace"

"Where are the opportunities in 2023 and beyond?"