Retail Investment

"Cost of living improvements sees growth in both consumer confidence and retail performance, stimulating a recovery in investment volumes"

"With economic conditions brightening, the investment market has demonstrated a marked improvement in the first quarter of the year, even as the occupier market remains muted"

"Q1 investment volumes increased 13% from Q4 2023. Private investors and syndicators pursue value-add and opportunistic retail assets, while institutional investors re-enter the market with notable deals. Retail development lags population growth, positioning retail centres for strong performance."

"In the face of subdued sales performance, vacancy continued to contract over Q1 2024, with the prime West End reporting double-digit year-on-year rental growth of 11.7%"

"Localisation and the Evolving Global Luxury Landscape"

"Despite easing inflationary pressure positively impacting the direction of consumer confidence, spend growth remains varied by sector whilst anticipation of a recovery is leading to a hiatus in investment activity"

"The market remains in a period of stasis, but opportunities are emerging. ‘Rest of UK offices’ look interesting based upon the yield gap to Central London offices"

"Australian retail investment activity surpassed expectations in the final quarter of 2023, setting the stage for a brighter 2024, as rate cuts come into view."

"Although investor confidence has been on the back foot for a number of months, the occupational fundamentals for prime commercial stock remain positive"