COVID 19 Retail

"After a strong start of the year, retail investment slowed down in Q2 and Q3 and is 11% below the five-year average"

"Supermarkets have been one of the most resilient sectors during this crisis, but they are not immune to disruption caused by online shopping"

"Sale and leasebacks can unlock capital that could be reinvested in the core businesses of retailers. Activity has already been growing over the past two years"

"Retail yields are likely to move out further in 2021, offering value add opportunities to investors"

"Reopening the doors to socially distanced shoppers"

"Beijing’s retail market is still recovering from the fallout of COVID-19. The Beijing government is utilising multiple strategies to help boost consumption, with extending the operating time of shopping malls and establishing the “One Policy for One Retail Store” plan to renovate and upgrade old retail projects serving as notable examples."

"Though Chongqing is still recovering from the effects of COVID-19, there are bright spots in the city’s retail market. In particular, many international brands launched their first stores in Western China in the city, providing more a wider range of exciting shopping options for locals."

"With limited new CBD supply over the short term, new market entrants will be challenged.  However, there is a wave of redevelopment underway in suburban street shops and larger mixed use developments."