New retail leasing models and platforms capture the uplift a physical store can bring to online sales. It is no secret that the retail sector has been in decline for some years, largely because the economics of online retailers and their network of next-day logistics enables them to outcompete physical stores. Meanwhile, personal consumption of […]
retail
Emerging trends in shopping centre valuations
Retailing is going through a structural change and asset values are tumbling as the effect of falling rents and a lack of investment appetite feeds through to the market value of the properties. The impact of the covid restrictions has been to accelerate these changes but also to disguise the positives that the new retailing […]
The Multibillion-Dollar Retail Logistics Challenge: Handling Online Returns
This past holiday season, as with many other times of the year, the difference between making or losing money online came down to one thing for many retailers: How effectively and efficiently they handle returns of merchandise. Returns are as old as the retail industry itself. But they play a much larger role in e-commerce. […]
The spike in three month LIBOR is bad news for borrowers Why the world is on the eve of a major rise in interest rates
Why the world is on the eve of a major rise in interest rates. […]
Keep running, Logan Are new forms of technology as disruptive as we think they are?
Are new forms of technology as disruptive as we think they are? […]
The future of retail 8 ways that technology will change the way we shop in 2030
8 ways that technology will change the way we shop in 2030. […]
Putting a price on place The human and financial impact of placemaking
The human and financial impact of placemaking. […]
The bullish case for Japan’s undervalued stock market Why Japan is the cheapest developed world stock market in 2017
Why Japan is the cheapest developed world stock market in 2017. […]
The View from Berkeley Square The listed European sector shows a strong recovery
The listed European sector shows a strong recovery. […]
The View from Berkeley Square This week, Robert Fowlds reflects on political change and retail portfolios
Chaos in Washington and dollar weakness, combined with the Macron win, has had a major impact on markets. For a sterling investor, the global real estate sector is flat YTD, but the Americas is down 6% compared to Europe up over 8% including the UK up c. 7%. But the UK sector performance has been credible in spite of […]