We are pleased to launch our latest Market in Minutes report, offering a snapshot of the current trends and insights on Retail Investment in Australia.

Key takeaways from the report:

• Australian retail investment activity surpassed expectations in the final quarter of 2023, setting the stage for a brighter 2024, as rate cuts come into view. 
• Investment deal volumes (+$10M) reached c.$2.6 billion in Q4, marking an 86% increase on Q3 and more than doubling Q2’s figures. 
• In annual terms, c.$6.25 billion was recorded in 2023, down 37% in 2022. 
• Smaller asset price points have continued to trade readily, while large mall sales moderated in 2023.
• Investment capital remains active, with a gradual resurgence in major activity expected from Q2 onwards. 
• Institutions may begin testing the market in the second half of the year, with opportunistic privates and syndicators still expected to dominate acquisition activity in the near-term, especially sub-regional opportunities.
• Neighbourhood centres and large format retail will continue to stand out as resilient assets.

Read our Market in Minutes Report here.