
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"

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

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

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

"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?"

"Mixed messages around a surprisingly resilient consumer economy"

"Tightened consumer wallets and more selective spending is expected this winter, as high inflation and low consumer confidence continues"

"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?"