Retail sector

"UK retailers deliver resilient performance amid consumer caution"

"2026 will see a gentle, but unspectacular, improvement in investment volumes and prices"

"Considering the upcoming Budget, it’s no surprise that there was little change to prime yields in October, reflecting continued wider investor uncertainty"

"Cautious consumer spending sees UK retail sales remain subdued in October 2025, but historically, this has proven to be a prelude to elevated demand during Black Friday and the festive trading season"

"Construction sentiment belies wider economic indicators"

"The garden centre market continues to outperform other retail categories in 2025"

"Outlet retail draws capital as consolidation accelerates, supply remains tight, and prime assets deliver attractive returns"

"Occupational demand remains buoyant for prime opportunities, but caution amid increased operational and fit-out costs is tempering rental growth"

"Core fundamentals of the occupational market continue to hold steady, despite domestic and international economic challenges. Shopping centre investment volumes showed a partial recovery in Q2, with the pipeline of high-quality assets coming to market looking strong."