
Spotlight: Shopping Centre and High Street – Q4 2025
"Consumer resilience remains strong, key performance indicators are steadily improving, and investment momentum is projected to continue into 2026."
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"Consumer resilience remains strong, key performance indicators are steadily improving, and investment momentum is projected to continue into 2026."

"National retail and leisure occupational trends to look for in 2026"

"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"

"Retail recovery strengthens despite economic headwinds"

"Despite a continued drag on business confidence, a number of economic indicators show higher-than-expected growth. So why is the investor market so slow to respond?"

"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."

"Food inflation remains above the long-term average, yet the UK’s leading grocers continue to see positive performance driving investor competition for well-located supermarket assets"

"Occupational KPIs remained robust in Q1, albeit rental growth and vacancy contraction have continued to slow"