"Resilient fundamentals: UK shopping centre and high street investment is poised, not paused, for a stronger H2 2026"

"Consumer headwinds persist, but occupational fundamentals remain supportive"

"Cautious macro conditions are constraining investment activity, but firm demand and restricted supply continue to support pricing and income resilience"

"The UK leisure market enters 2026 with a blend of opportunity and uncertainty. Businesses that remain agile in pricing, invest selectively, improve operational efficiency and strengthen the quality and distinctiveness of their offer will be best placed to navigate the evolving market landscape."

"UK retailers deliver resilient performance amid consumer caution"

"There are many reasons to be optimistic about the market trajectory, including strategic drivers such as nearshoring and the growth of Chinese e-commerce players. Market data also points to supply reaching a turning point"

"With geopolitics remaining unpredictable, significant downsides remain present in the outlook"

"Considering the upcoming Budget, it’s no surprise that there was little change to prime yields in October, reflecting continued wider investor uncertainty"