
Spotlight: Shopping Centre and High Street – Q4 2023
"Improving consumer fortunes suggests a turning point in occupational performance, so will 2024 be the last chance for a prime bargain in the investment market?"
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"Improving consumer fortunes suggests a turning point in occupational performance, so will 2024 be the last chance for a prime bargain in the investment market?"


"2024 will be a turning point for the UK commercial property investment market, with higher turnover than 2023 and selective prime yield hardening"


"A more diverse buyer pool is starting to emerge as the price shift of the last 12 months is delivering price discovery and interest from new investors"



"Solid Christmas trading expected as inflationary pressures reduce, while investor attitudes to retail about to be tested by large mall sales"


"February prime yields present a mixed bag"


"Not quite at the pricing plateau yet"


"With the leisure market facing the first festive period in three years without consumer restriction, following strong growth over the summer months, how much will consumer spend be tapered with the rising cost of living and, what other financial pressures face operators, as we move towards 2023?"


"Out-of-town retail destinations have seen increasing competition for F&B space as consumers continue to recognise the convenience of their locations, leading to a significant uplift in the rents that can be achieved at this format"


"Despite the food and beverage sector seeing some improvement in consumer engagement and operator acquisitions in town and city centres, it is regional locations that have seen a significant uptick in fortunes, allowing businesses to return to profit"


"Many households have begun to cut back on discretionary spend in line with the cost of living squeeze, although opportunities remain for some subsectors in the lead-up to the festive period"