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.
Retail’s rebound shows a resilient and adaptable sector
Investors return to the shops amid change in consumer behavior.
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PREVIOUS REPORTS
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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