Out-of-town, drawing shoppers in
Retail warehousing has proven to be one of Europe's best-performing retail formats in recent years, delivering sector-leading total returns of 7.4% in 2025. Now faced with the unwelcome return of inflationary pressures and rising borrowing costs, this report examines whether the sector's coming of age can withstand its next test, and whether capital markets will stay the course.
Read each section of the report below.
Fuel prices are once again acting as a key gauge of consumer sentiment, prompting cautious spending behaviour.
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Heightened caution surrounding major purchases is influencing occupier demand, creating opportunities for value-led retail.
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A broader occupier base, evolving consumer missions and fulfilment capabilities are expanding the role of retail parks.
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Suburbanisation, household formation and intergenerational wealth transfer will provide long-term structural support.
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A two-speed market: rapid expansion in CEE contrasting with growing scarcity across much of Western Europe.
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The greatest occupational endorsement comes from retailers’ sustained appetite for renewal and expansion.
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Strong occupational demand despite an increasingly constrained supply picture leads to selective rental growth.
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Resilient income and attractive pricing underpin retail park investment, as cross-border capital supports larger deals.
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Adaptability, consumer relevance and selective scarcity leave retail warehousing well equipped to withstand future headwinds.
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9 article(s) in this publication
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