Retail property

"Outlet retail draws capital as consolidation accelerates, supply remains tight, and prime assets deliver attractive returns"

"Occupational demand remains buoyant for prime opportunities, but caution amid increased operational and fit-out costs is tempering rental growth"

"Core fundamentals of the occupational market continue to hold steady, despite domestic and international economic challenges. Shopping centre investment volumes showed a partial recovery in Q2, with the pipeline of high-quality assets coming to market looking strong."

"Food inflation remains above the long-term average, yet the UK’s leading grocers continue to see positive performance driving investor competition for well-located supermarket assets"

"Occupational KPIs remained robust in Q1, albeit rental growth and vacancy contraction have continued to slow"

"Occupational market fundamentals remain stable despite domestic and global economic headwinds, which see shopping centre investment pause for thought"

"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?"