All Retail articles
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Asset Manager NewsRetail Index: European retail environment experiences significant upturn
In the third quarter of 2025, Union Investment and NIQ-GfK’s Global Retail Attractiveness Index (GRAI) confirms the continuing positive trend in European retail markets. The EU-15 region clearly leads the global ranking ahead of North America and the Asia-Pacific region. Despite a tight labour market and varying national developments, consumer confidence and retail sentiment continue to rise, consolidating Europe’s position as the world’s most attractive retail market. The EU-15 Retail Index reached a new high of 116.6 points, underscoring the region’s strong performance.
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People NewsRedevco launches pan-European retail parks strategy with €500 million commitment from CBRE Investment Management
London, October 2, 2025 -Redevco, one of Europe’s largest privately-owned real estate management firms, today announces the launch of its closed-end Redevco European Retail Parks Fund. This new investment vehicle focuses on acquiring and managing high-quality, convenience-led retail parks across Europe and the UK. The strategy is backed by commitments from CBRE Investment Management’s (“CBRE IM”) Indirect Real Estate Strategies, acting on behalf of global institutional investors, as well as co-investment by Redevco.
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White papersRetail parks and urbanisation: investing in the future of cities
Urbanisation is one of the defining forces of our time. As cities grow denser and more complex, pressure on infrastructure intensifies – particularly in retail. Consumers increasingly demand speed, convenience, and flexibility in their shopping experience, and urban environments must adapt to meet these expectations.
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White papersGrowing momentum for resilient investing in Dutch retail real estate
In an era marked by geopolitical instability and market volatility, Dutch retail real estate stands out as a stable and compelling investment opportunity. With rental growth on the rise and a proven track record of resilience during economic downturns, the sector offers institutional investors a reliable source of returns. However, strategic asset selection—particularly in polarized city centres—remains critical to unlocking long-term value. This article examines the factors that make retail real estate a strategically sound choice and outlines key considerations for investors seeking to capitalize on its potential.
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White papersMarket Update second quarter 2025
The Dutch economy continues to grow, but the pace is slowing. In the second quarter of 2025, economic growth amounted to 1.2%, keeping the Netherlands well ahead of the eurozone average. Nevertheless, geopolitical tensions and declining confidence are weighing on market sentiment.
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White papersStrong comeback of the European retail markets
GRAI 1/2025 confirms the positive trend in the first quarter of 2025. The EU-15 Index, compiled by Union Investment and GfK, reached a new high of 115 points, reporting further growth in seven European countries. However, trade tariffs and weakening GDP growth may have a temporary negative impact on trade.
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Asset Manager NewsNuveen Real Estate Raises $320 Million for U.S. Cities Retail Fund
Capital to be deployed in grocery-anchored, necessity-based retail across top U.S. neighborhoods
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Asset Manager NewsCharter Hall and Investa secure HWL Ebsworth Lawyers as another high-quality tenant customer at 360 Queen Street, Brisbane
Charter Hall Group (Charter Hall or the Group) and Investa have secured a 10-year lease with HWL Ebsworth Lawyers at 360 Queen Street in Brisbane, as the building reaches its topping out milestone.
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White papersThe Long-Awaited Renaissance of European Retail
Despite ongoing uncertainty, real retail sales in the Eurozone are projected to grow modestly at 1.7% p.a., outpacing both 1.4% p.a. real GDP and 1.0% p.a. real disposable income growth over the 2025-29 period.
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White papersWhy core is back
After a period of economic and geopolitical uncertainty, higher debt costs and squeezed returns, we have reached a turning point in the market cycle for core real estate investment. The interest rate landscape is tilting in a more positive direction; loan margins are diverging with leverage now accretive again for lower risk high quality investments; and pricing has adjusted with limited re-pricing risk looking forward. With further interest rates cuts forecast, the outlook for yields is more stable and material recovery in real estate values is expected.
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White papersUK commercial real estate recovery
Real rental growth turns positive, but the devil is in the details
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VideoGlobal REITs Update – Q3 2024
In our video update for the 3rd quarter of the 2024 calendar year, Portfolio Manager, Julian Campbell-Wood covers key developments in the Global REIT sector and market insights, including:
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White papersHines Acquires First Retail Asset in Asia Pacific in Partnership with Haben
Westpoint retail acquisition in Sydney, Australia reflects growing optimism in the sector
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White papers2025 Real Estate Outlook: Tipping Point
The post-COVID years have been characterized by dramatic shifts in economic conditions, capital markets and the geopolitical landscape. No two years have been quite the same, and uncertainty in the outlook for the economy in general, and commercial real estate in particular, has been historically elevated.
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White papersA New Dawn Seizing Real Estate’s Moment of Opportunity
As we enter 2025, we remain in the midst of a massive transition in the investment landscape. The momentum of the distant past (where unusually low interest rates helped propel growth, asset appreciation, and easy leverage) has long since faded, replaced by a more challenging, higher-interest- rate environment that requires an increasingly strategic, methodical approach.
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People NewsAnky Vink appointed Fund Manager of Achmea Real Estate’s retail fund
Anky Vink has been appointed as the Fund Manager of the Achmea Dutch Retail Property Fund, effective 1 January 2025. She will be responsible for the strategic investment policy of the fund (EUR 900 million AuM).
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White papersEuropean Real Estate: Prime’s Time?
A cooling economic backdrop in Europe and prospects for further monetary policy easing favor core property—given its bond-like investment attributes—over secondary assets.
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White papersGlobal Retail Attractiveness Index: New high in European retail markets
The positive trend in European retail markets is becoming more entrenched. In the third quarter of 2024, the Global Retail Attractiveness Index (GRAI) for Europe stood at 114 points, 1 point higher than in the previous year (Q3 2023: 113 points). In eight of the European markets covered by the Union Investment and GfK retail index, the index showed moderate to strong gains.
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Asset Manager NewsRetail’s Next Act: Could a right sized retail sector offer a compelling risk-adjusted opportunity for real estate investors?
Hines believes a transformed retail sector has emerged after years of turmoil. Investors may very well have missed that brick-and-mortar retail fundamentals have been performing surprisingly well. This, combined with robust job and wage growth, strong consumer sentiment and stabilizing global inflation levels are all signals that the fundamental turnaround in retail should continue.
