
Spotlight: European Retail – Fair pricing in 2023
"The retail sector is looking to be the most resilient of all real estate asset classes this year"
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"The retail sector is looking to be the most resilient of all real estate asset classes this year"

"We anticipate the end-year volume to range between €275bn and €280bn. Sheds and Beds will remain the preferred asset classes as in both sectors, a structural supply and demand imbalance is favouring rental growth"

"Preliminary results suggest that the total investment volume for Q2 will reach slightly less than €60bn"

"Retail activity picked up in the final quarters of 2021"

"European retail is becoming cheaper"

"Despite the abundance of capital targeting real estate, first-quarter activity was restricted by the ongoing Covid-19 measures"

"With a significant pandemic-related uptick in grocery spending, strong annual portfolio growth is set to continue, particularly from the value-orientated brands"

"Pandemic-related uptick in trading results has been felt across all brands and sectors; however, independent retail operators have gained traction in the market in a year where consumers have stayed at home and increased their local grocery consumption"

"Consumer confidence remains suppressed; however, the grocery sector shows strong resilience. The key question remains, how to predict consumer behaviour in the new normal"

"With significant pandemic-related improvements in trading results across all major foodstore operators, there has been little shift in their market share positions nationally"