Liquidity anchored by large transactions
"Portfolio scale, North American capital and balance sheet recycling inject liquidity."
retailers
Tagged Articles
European grocery market outlook
"Europe’s grocery sector will remain resilient, but growth is modest — leaving cost discipline, format agility and balance‑sheet strength as the key drivers of outperformance."
Lucky Seven: Retail & Leisure Occupational Trends 2026
"National retail and leisure occupational trends to look for in 2026"
Briefing Note: UK Retail – Christmas Trading 2025
"UK retailers deliver resilient performance amid consumer caution"
Spotlight: Shopping Centre and High Street – Q3 2025
"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"
Market in Minutes: Central London Retail – Q1 2025
"Occupational KPIs remained robust in Q1, albeit rental growth and vacancy contraction have continued to slow"
Spotlight: UK Retail Warehousing
Contains 2 articles"Longer-term disinflationary trends remain intact, driving further interest rate cuts set to boost consumer spending, but will occupier cost increases and US tariffs throw a spanner in the works?"
Occupational market trends
"The retail warehouse market continues to grow, whilst footfall across retail parks continues to impress"
Spotlight: Shopping Centre and High Street – Q4 2024
"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"
Consumer spending trends of Christmas 2024
"Contrary to the narrative portrayed by the media, Christmas 2024 has been a relatively successful period for many retailers. December 2024 marked the first month to experience positive retail sales volume growth since April 2022, which has had a subsequent effect on operator performance."
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