
Spotlight: Shopping Centre and High Street – Q4 2025
"Consumer resilience remains strong, key performance indicators are steadily improving, and investment momentum is projected to continue into 2026."
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"Consumer resilience remains strong, key performance indicators are steadily improving, and investment momentum is projected to continue into 2026."

"National retail and leisure occupational trends to look for in 2026"

"2026 will see a gentle, but unspectacular, improvement in investment volumes and prices"

"Considering the upcoming Budget, it’s no surprise that there was little change to prime yields in October, reflecting continued wider investor uncertainty"

"Cautious consumer spending sees UK retail sales remain subdued in October 2025, but historically, this has proven to be a prelude to elevated demand during Black Friday and the festive trading season"

"Despite a continued drag on business confidence, a number of economic indicators show higher-than-expected growth. So why is the investor market so slow to respond?"

"Improved Q2 for investment volumes masks a stuttering start to 2025 keeping yields stable"

"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."

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

"With inflation on a downward trajectory and interest rates improving, a positive year of trading is expected across the shopping centre and high street markets"