
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."

"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"
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"Lifestyle choices are increasingly shaped by a blend of social influence, personalisation and a desire for meaningful experiences."

"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"

"Oxford Street was one of the few streets in the West End to see an acceleration in vacancy contraction and rental growth in Q4"

"Outlet operators are enhancing their retail offering to capture a higher market share"

"What do the next twelve months have in store?"

"Online grocery exposure remains low, but international retailers favour omnichannel strategies "

"Supermarket yields more resilient against other retail assets"