Retail

Investors back convenience-oriented retail formats as capital returns to sector

Limited new supply and necessity-led demand are reshaping the investment case for retail real estate.

Necessity-based assets revive global retail

Values remain below their peak, but margins are compressing again as consumers weather shocks and the e-commerce outlook darkens.

Redevco on scaling performance through active asset management

Retail parks and other convenience retail formats offer resilient income that can grow with strong, disciplined execution, say Redevco’s Hannah Evans, Deborah Green and Israel Casanova Lafuente.

Newport Capital Partners on the resurgence of everyday essential retail

Capital is once again returning to the retail sector in a big way, say Newport Capital Partners’ Derrick McGavic and Josh Kagan.

Northwood Investors on open-air retail gaining momentum

Specialty open-air retail centers are providing a notable investment opportunity in the current retail landscape, say Northwood’s Ward Kampf and Sam Payette.

Download PERE’s 2026 Retail report

Inside: Why retail real estate is back in growth mode; How limited new supply and necessity-led demand are reshaping the case for the sector; Expert insight from Northwood Investors, Newport Capital Partners and Redevco; And much more…

Public REITs’ balancing act

The new entrants have closed some of the largest private real estate funds this year, but can they serve two disparate investor groups?

Mississippi PERS sees early recovery from core managers’ rebalancing

Although the firms all leaned more heavily into niche strategies, they diverged on how to recalibrate their office exposures going forward.

LA Fire and Police urged to ‘get money to work’ in current market cycle

The California public pension considers building its allocation to niche real estate strategies as it pares down its public REIT exposure.

Energy costs bring renewables into sharper focus

With the Iran war exposing the volatility of energy pricing and the fragility of global supply, real estate managers consider how renewable energy can help mitigate the risks.