PERE’s 2026 Retail report shows how private real estate investors and managers can capitalize on constrained supply in the sector.
After a decade of uncertainty in institutional real estate portfolios, retail is on the rise again. Scarcity is a large part of this: as new supply in the sector has stalled, the result is a market where demand has returned faster than available space. That imbalance is reshaping investment strategies around the world. Investors are being targeted in their approach, however, with convenience-led formats, grocery-oriented centers and retail parks attracting particular attention.
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.
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PERE’s 2025 Retail report shows how private real estate investors and managers can capitalize on changes in consumer demand and strong market fundamentals.
Consumer preference for necessity- and experience-based options and omnichannel hybrid shopping, along with a pickup in leasing and a lack of new construction in the retail sector, all have owners and developers once again looking at neighborhood centers, urban retail and even malls ahead of what many are predicting is retail’s return.
PERE’s 2024 Retail report shows why private real estate managers and investors should not underestimate the sector.
Following years of disruption and countless reports on the death of retail, investors and managers that had been sitting on the sidelines are beginning to give retail a second look. Fundamentals are promising as rock-bottom rents and a dearth of new construction are making this an interesting time to invest in certain subsectors.
Predictions of the end of brick-and-mortar retail are all too familiar. So for many managers, a retail property fund is a difficult pitch. But PERE’s report uncovers a more positive tale; one of a resilient and evolving sector. And for investors, opportunity to find value.
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