
Spotlight: Shopping Centre and High Street – Q3 2023
"Solid Christmas trading expected as inflationary pressures reduce, while investor attitudes to retail about to be tested by large mall sales"
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"Solid Christmas trading expected as inflationary pressures reduce, while investor attitudes to retail about to be tested by large mall sales"

"Mixed messages around a surprisingly resilient consumer economy"

"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?"
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"Inflation has cast its shadow over the global economy, affecting individuals and businesses alike."

"Rising interest rates expected to drag on the consumer economy in H2; investment activity predicted to be stronger in H2 than H1"

"Outlets to outrun surging prices"

"China still dominated new store openings in 2022, as it did the year before, but we saw renewed activity in Europe, with new openings in the Middle East also picking up pace"

"Increased distress in Q1, but the occupational market remains buoyant, while the retail investment market has continued to cool"
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"Prime high street will also remain attractive, particularly with a luxury covenant."