
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"

"Changing retail brand profile adds complexity to fit-out programmes"

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

"Divergence between consumer and occupier confidence emerged in 2025 as occupiers continue to take a longer-term view"

"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."

"Consumer resilience remains strong, key performance indicators are steadily improving, and investment momentum is projected to continue into 2026."

"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"

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

"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?"