Retail Investment
Investment into retail in Q3 increased by 26% year-over-year. After a long period of declining interest retail has regained momentum with investors looking for good value assets with growth potential. Investors can perceive a turnaround in the amount of consumer spending and the shift in spending habits.
Market fundamentals
Market fundamentals present a mixed picture for retail in Q3. Overall, there is improvement, yet it is slow. Spending itself remains skewed towards essentials though the ECB’s Consumer Expectations Survey indicates that holiday-related purchase expectations remain strong.
REVIEW - European retail market - Q3 2025
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