
Spotlight: Shopping Centre and High Street – Q1 2023
"Increased distress in Q1, but the occupational market remains buoyant, while the retail investment market has continued to cool"
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"Increased distress in Q1, but the occupational market remains buoyant, while the retail investment market has continued to cool"

"What are the implications of the 2023 revaluation on different parts of the retail and leisure property sector and how is the market responding?"

"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?"

"With a consumer recession ahead and retailers’ costs also rising, external headwinds may temper occupational performance going forward"

"Consumer spending is facing a dramatic challenge, and retailers' costs are also rising. Will this short-term shock be enough to derail investors' rising enthusiasm for retail assets?"

"Ongoing headwinds dampen consumer confidence"

"A strong year end ahead"

"2020 saw a significant increase in insolvency activity across all asset classes, with high-streets and shopping centres impacted most as a result of their greater exposure to mid-market fashion and leisure operators"

"The phased reopening of the retail and leisure market has prompted significant footfall improvements, albeit the gap to 2019 levels persists"

"Investment transactional appetite is ahead of pre-pandemic levels with the highest volumes in Q1 since 2017"