Inflation has cast its shadow over the global economy, affecting individuals and businesses alike. Yet one sector in Europe has remained remarkably resilient: retail investment reached a total of €6 billion and accounted for 20 per cent of total investment volumes in Q1 2023, the highest share recorded since 2015 (13 per cent in 2022 and 9 per cent in 2021). According to our preliminary results, another €6 to €7 billion was transacted during the second quarter of the year which would bring retail’s share of the total investment volume in H1 to 19 per cent. So, how has the European retail investment market managed to defy the odds and entice investors, despite the economic headwinds?
The changing face of retail investment
Over the past year, a notable development has emerged in Europe, with more and more retailers opting to purchase the buildings they rent.
Real Estate Credit Investments Limited (LON:RECI) is a closed-end investment company that specialises in European real estate credit markets. Their primary objective is to provide attractive and stable returns to their shareholders, mainly in the form of quarterly dividends, by exposing them to a diversified portfolio of real estate credit investments.
