
Spotlight: UK Retail Warehousing
"With a consumer recession ahead and retailers’ costs also rising, external headwinds may temper occupational performance going forward"
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"With a consumer recession ahead and retailers’ costs also rising, external headwinds may temper occupational performance going forward"

"Consumer spending is facing a dramatic challenge, and retailers' costs are also rising. Will this short-term shock be enough to derail investors' rising enthusiasm for retail assets?"

"Retail yield compression broadens"

"Ongoing headwinds dampen consumer confidence"

"The grocery sector is undoubtedly at a crunch point between supply issues and rising prices; however, this will continue to drive the strong discounter portfolio growth that has been prevalent in recent years"

"Ongoing demand for secure income on long-leased assets has supported supermarket investment through 2021"

"Return to work supporting footfall recovery"

"Retail activity picked up in the final quarters of 2021"

"Yields return to pre-pandemic level"

"Strong financial performance during Christmas 2021 points to a promising position of recovery for many operators, despite ongoing headwinds in the market"