Changes in retail are structural, not cyclical

Posted by Grant MacKenzie on Oct 12, 2018 8:33:18 AM

Until recently, retail assets have been highly sort after by listed and unlisted property owners, attracted to the highly defensive and predictable cashflows that retail property has typically delivered. But this is now changing and there are suggestions unlisted super funds are looking to down weight their exposure to retail property. In addition, several listed REITs such as Vicinity, Stockland and GPT Group are selling assets with varying degrees of success.

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Topics: retail, reit, property