
Spotlight: Shopping centre and high street – Q2 2026
"Resilient fundamentals: UK shopping centre and high street investment is poised, not paused, for a stronger H2 2026"
Tagged Articles

"Resilient fundamentals: UK shopping centre and high street investment is poised, not paused, for a stronger H2 2026"

"Strong demand, measured supply"

"Shopping centre activity strengthens, with high‑street investment led by timing rather than sentiment."

"Margin pressure and rising capex push grocers toward M&A, buybacks and portfolio rationalisation."

"Portfolio scale, North American capital and balance sheet recycling inject liquidity."

"Europe’s grocery sector will remain resilient, but growth is modest — leaving cost discipline, format agility and balance‑sheet strength as the key drivers of outperformance."

"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"
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"Australian retail investment gains pace as capital rotates back, with renewed appetite and positive capital growth highlighting the sector’s momentum."

"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"