Reviving retail strategies

Taking stock of the Australian retail value proposition

March 13, 2024
  • Andrew Quillfeldt
  • Chamali De Alwis
  • Jacqueline Darwis
  • Sam Hatcher
  • Nick Willis
  • Jacob Swan
  • Stuart Taylor

Capital sources are reviving retail strategies on the back of a strengthening underlying asset performance story and a growing value proposition. Consumer resilience has surprised on the upside with a surge in retail spending since 2020, resulting in a rebound in operational metrics. We have weighed up the value proposition for the asset class and we believe renewed interest in the retail sector will translate into more significant deployment from a range of core and core-plus funds over the next few years, from domestic and offshore groups.

Download JLL's latest report, Reviving Retail Strategies 2024 to gain insights on:

  • Consumer resilience and retailer capacity for rental growth

  • Macro-economic drivers influencing the sector's growth in 2024

  • Supply/demand imbalance in the medium to long term

  • Disconnect between valuation and asset performance

  • Bid-ask spread for recent transactions by product type

  • Sector outlook and implications for capital markets

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