
European Shopping Centre Spotlight H1 2026
"European shopping centres are entering a new phase of recovery, characterised by improving fundamentals, broadening investor interest and an increasingly pronounced quality divide."
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"European shopping centres are entering a new phase of recovery, characterised by improving fundamentals, broadening investor interest and an increasingly pronounced quality divide."

"Europe’s grocery market adapts to convenience, disciplined value, and the cost of protecting consumers."

"Outlet retail draws capital as consolidation accelerates, supply remains tight, and prime assets deliver attractive returns"

"From resilience to growth"

"First ECB rate cut signals positive movement for European economy"

"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"

"Localisation and the Evolving Global Luxury Landscape"

"Despite tightening consumer finances impacting retail sales in 2023, economic headwinds are forecast to ease in 2024"

"We anticipate increasing activity driven by opportunity-led investors enticed by the prospect of price adjustments, as history shows that deals pursued during challenging times often yielded superior returns in the long run"

"We expect investment activity to remain subdued in Europe until the second half of the year when the economy will slowly start to pick up"