
Spotlight: Shopping Centre and High Street – Q4 2023
"Improving consumer fortunes suggests a turning point in occupational performance, so will 2024 be the last chance for a prime bargain in the investment market?"
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"Improving consumer fortunes suggests a turning point in occupational performance, so will 2024 be the last chance for a prime bargain in the investment market?"

"Despite tightening consumer finances impacting retail sales in 2023, economic headwinds are forecast to ease in 2024"

"Retail investment activity remains relatively resilient and accounts for 17% of total European investment volumes, its largest share since 2016"

"Rising footfall and falling vacancy; retail parks continue to out perform"

"What do the next 12 months have in store?"

"Mixed messages around a surprisingly resilient consumer economy"

"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?"

"With retailers' costs rising and a squeeze on consumer budgets, is there any optimism left in the retail warehouse sector for continued positive occupational performance?"

"Despite a strong start to 2022, the investment market retracted somewhat as concerns over economic headwinds began to grow. Nevertheless, the occupational market has remained resilient, and as a result, retail warehousing is once again beginning to look sensibly priced versus other asset classes"