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US Real Estate Drop-In: Why retail should be back on investors' radars

After six consecutive years of underperformance, retail outperformed the all-property average in 2023. With the sector well down the road to dealing with the combined effects of e-commerce, oversupply of retail space and the pandemic lockdowns, we think it's ready to attract a growing share of investment again.

In this special 20 minute briefing, our Chief Commercial Real Estate Economist, Kiran Raichura, outlined his analysis on how we expect retail to perform according to the team's latest five-year forecasts covering all four major sectors.

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