
Robust Investor Interest in the European Grocery Market
"Winners and losers emerging from fragmented market"
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"Winners and losers emerging from fragmented market"
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"A bright outlook for the grocery sector as economic constraints subside"

"Inflationary pressures and changing consumer behaviour has impacted the sector to varying extents across Europe, but robust investor appetite continues to be driven by the strong underlying fundamentals of the grocery market"

"A lack of stock has led to a thin first quarter for transaction volumes; however, pricing hardened regardless, highlighting a gradual improvement in investor sentiment and growing confidence in returns for schemes both in the South East and increasingly further afield"

"With economic conditions brightening, the investment market has demonstrated a marked improvement in the first quarter of the year, even as the occupier market remains muted"
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"Q1 investment volumes increased 13% from Q4 2023. Private investors and syndicators pursue value-add and opportunistic retail assets, while institutional investors re-enter the market with notable deals. Retail development lags population growth, positioning retail centres for strong performance."

"Localisation and the Evolving Global Luxury Landscape"

"In the face of subdued sales performance, vacancy continued to contract over Q1 2024, with the prime West End reporting double-digit year-on-year rental growth of 11.7%"

"Despite easing inflationary pressure positively impacting the direction of consumer confidence, spend growth remains varied by sector whilst anticipation of a recovery is leading to a hiatus in investment activity"

"The market remains in a period of stasis, but opportunities are emerging. ‘Rest of UK offices’ look interesting based upon the yield gap to Central London offices"