Market in Minutes: UK Commercial Investment
"Geopolitical uncertainty slows investment activity, but resilient occupier demand and constrained supply continue to support rental growth, particularly in prime office markets."
Retail property
Tagged Articles
Shopping centre & high street investment – Q1 2026
"Shopping centre activity strengthens, with high‑street investment led by timing rather than sentiment."
Market in Minutes: UK Commercial – February 2026
"Volatility becomes orthodox"
Market in Minutes: Central London Retail – Q4 2025
"Divergence between consumer and occupier confidence emerged in 2025 as occupiers continue to take a longer-term view"
Spotlight: European Grocery Report – Q4 2025
Contains 7 articles"Europe’s grocery market adapts to convenience, disciplined value, and the cost of protecting consumers."
The battle for convenience as hypermarkets retreat
"From downsizing legacy assets to rolling out urban formats, retailers chase proximity, speed and low‑friction shopping."
Discounters applying pressure to national champions
"Lean operators squeeze from below as discounters expand, testing the resilience of Europe’s grocery incumbents."
Consolidations and portfolio optimisation
"Margin pressure and rising capex push grocers toward M&A, buybacks and portfolio rationalisation."
Liquidity anchored by large transactions
"Portfolio scale, North American capital and balance sheet recycling inject liquidity."
European grocery market outlook
"Europe’s grocery sector will remain resilient, but growth is modest — leaving cost discipline, format agility and balance‑sheet strength as the key drivers of outperformance."
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