
Market in Minutes: Central London retail – Q2 2025
"Occupational demand remains buoyant for prime opportunities, but caution amid increased operational and fit-out costs is tempering rental growth"
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"Occupational demand remains buoyant for prime opportunities, but caution amid increased operational and fit-out costs is tempering rental growth"

"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."

"Food inflation remains above the long-term average, yet the UK’s leading grocers continue to see positive performance driving investor competition for well-located supermarket assets"

"Occupational KPIs remained robust in Q1, albeit rental growth and vacancy contraction have continued to slow"

"Occupational market fundamentals remain stable despite domestic and global economic headwinds, which see shopping centre investment pause for thought"

"Technology and transformation in a recovering market"

"The retail warehouse market continues to grow, whilst footfall across retail parks continues to impress"

"Market conditions are set fair, indicating early-stage recovery; however, US policy on tariffs sees a moment of reflection from both buyers and sellers"

"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?"

"With inflation on a downward trajectory and interest rates improving, a positive year of trading is expected across the shopping centre and high street markets"