Shopping centres

"Shopping centre activity strengthens, with high‑street investment led by timing rather than sentiment."

"2026 will see a gentle, but unspectacular, improvement in investment volumes and prices"

"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"

"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?"

"Improved Q2 for investment volumes masks a stuttering start to 2025 keeping yields stable"

"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."

"Occupational market fundamentals remain stable despite domestic and global economic headwinds, which see shopping centre investment pause for thought"

"With inflation on a downward trajectory and interest rates improving, a positive year of trading is expected across the shopping centre and high street markets"

"2025: The recovery continues"

"More transactional activity is needed, but yields head in the right direction"