
Investment Brief - Sep 2023
"REIT liquidations drive market activity Investors are looking for opportunities with retail and offi ces in the CBD favoured."
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"REIT liquidations drive market activity Investors are looking for opportunities with retail and offi ces in the CBD favoured."
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"It is worth noting that this covers the 'prime-prime' segment of most major property sectors in key cities around the region and should not be confused with the market overall, particularly when comparing market cycles."

"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?"

"Mixed messages around a surprisingly resilient consumer economy"
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"Asia Pacific’s prime retail markets are set to rebound, albeit recoveries may take place at very different speeds."

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

"Rebased rents and business rates revaluation improves retailer demand across prime West End"

"Japan has progressed to a post-pandemic state, with domestic demand and inbound tourism making a strong comeback. While this will certainly mean improvement for the overall retail sector, there are road bumps including the inflationary environment and a shortage of labour that will have an adverse impact, especially on mid-market retail which may take longer to recover. Nonetheless, retail assets will benefit from increasing popularity due to their rental prospects."
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"With retailers still cautious in taking up prime spaces, high vacancies are still recorded in core street shops."