IPE Real Assets | Real Estate | Sectors

Analysis and in-depth reporting of current developments in retail real estate, plus the all latest news

Retail Analysis

Is now the time to look at developed market REITs?

September/October 2024 (Magazine)By Razak Musah Baba

With interest rates high – but cuts on the horizon – is now a time for investors to revisit developed-market REITs? Razak Musah Baba explores

Nashville: People and investors flock to the Sun Belt’s music city

March/April 2024 (Magazine)By Vanessa Drucker

Nashville is one of a number of Sun Belt markets to experience an influx of people – and real estate investors – in recent years. Vanessa Drucker explores what this really means for the city

IPE Real Assets May/June 2023: Investors sit out the market

May/June 2023 (Magazine)By Richard Lowe

Are institutional real estate investors on the sidelines? The latest numbers from MSCI Real Assets would suggest so. US commercial real estate transactions in the third quarter of this year fell by 56% relative to Q1 2022. Sales of office properties were the weakest since 2010.

UK real estate to see ‘across the board’ repricing and forced sales

2022-09-30T07:59:00+01:00By Richard Lowe

Rapidly rising interest rates could push lenders to become ‘less forgiving’, experts warn

All Retail Analysis

In depth

US retail: Back to the mall?
July/August 2023 (Magazine)By Vanessa Drucker
For so long an unfavoured and compromised sector, retail is performing surprising well during the current wider property downturn in the US. Vanessa Drucker reports
Retail Europe: Could the sector be an investment star again?
July/August 2022 (Magazine)By Mark Faithfull
As the beleaguered retail sector emerges from COVID-19, is now the time to buy retail? Mark Faithfull speaks to three investors
Market report: Retail
July / August 2021 (Magazine)
As the world tentatively reopens, we report on how the true scale of retail Armageddon is becoming apparent. Retail was traditionally the second-largest component after offices in core institutional real estate portfolios. In recent years, investors and fund managers have been striving to reduce that heavy retail weighting, often in favour of logistics, residential and some alternative property sectors, as we analyse in this report.