Colm Lauder’s Post

OPINION: THE retail #commercialproperty market continues to show remarkable resilience, presenting an opportune moment for investors to seize new opportunities. Matt Healy, Head of Retail, Development & Mixed-Use at Elanor Investors Group, explores the positive short- and long-term tailwinds in #retail #realestate and why it could be the perfect time to invest. #capitalmarkets #CRE #commercialrealestate #retailproperty #retailmarket

Retail property continues to show remarkable resilience, presenting an opportune moment for investors to seize new opportunities. Our Head of Retail, Mixed-Use, and Development, Matt Healy recently shared his valuable insights with the Australian Property Journal on the current retail property investment market and the emerging trends shaping the sector. Click to read > #ElanorInvestorsGroup #CapitalMarkets #RetailProperty

AFTER more than half a decade of repricing and challenging fundamentals, the retail property sector is looking compelling on a relative value basis with yield expansion milder than other core #commercialproperty markets, whilst offices are expected to recover in the medium-term. #CRE #commercialrealestate

SOLD BY CBRE | Halls Head Central, WA CBRE Retail Capital Markets - Pacific is pleased to announce the successful transaction of Halls Head Central for c.$70 million. We wish to congratulate Vicinity Centres, ISPT and Centuria Capital Group on this off-market transaction. Located 4km south-west of Mandurah CBD and 75km south of the Perth CBD, the 19,373sqm food, service and convenience-based shopping centre is securely anchored by Coles, ALDI and Kmart, representing 61% of GLA. The transaction demonstrates continued demand for sub-regional assets with a focus on non-discretionary spending, particularly those which offer strategic value-add opportunities. Halls Head Central occupies a significant and under-utilised site of 9 hectares and its low site coverage of 22% provides potential development or land banking opportunities across ~10,000sqm of surplus land. Western Australia continues to gain traction as a key retail investment destination with total transaction levels reaching $928 million in 2023 to date. CBRE being directly responsible for $737 million or 80% of transactions. For further information on this transaction and upcoming opportunities, please contact me directly or my colleague James Douglas. Simon Rooney M: +61 418 284 680 E: simon.rooney@cbre.com

Blackstone Real Estate entered into an agreement to take Retail Opportunity Investments Corp. ("ROIC") private in an all-cash transaction valued at about US$4 billion, including debt. ROIC’s portfolio comprises 93 high-quality, grocery-anchored retail properties totaling 10.5 million square feet concentrated in Los Angeles, Seattle, San Francisco, and Portland. Jacob Werner, Co-Head of Americas Acquisitions at Blackstone Real Estate, said, “This transaction reflects our strong conviction in necessity-based, grocery-anchored shopping centers in densely populated geographies. The sector is experiencing accelerating fundamentals, benefiting from nearly a decade of virtually no new construction, while demand for brick-and-mortar grocery stores, restaurants, fitness and other lifestyle retailers remains healthy." Blackstone’s real estate business has US$325 billion of investor capital under management. It is the largest owner of commercial real estate globally, owning and operating assets across every major geography and sector, including logistics, data centers, residential, office, and hospitality. In ARC Ratings, we have specific rating criteria to assess the credit risk of corporate issuers in the real estate investment sector, available here: https://lnkd.in/dEHuuS6P All ARC Ratings' methodologies to assess the credit risk of non-financial corporate entities are available here: https://lnkd.in/d5_bWsU7 #retail #CRE #realestate #corporates #creditrisk #ratings #arcratings

A major trend that was being discussed at the 2024 Toronto Real Estate Forum is the lack of New-Build Retail Plaza Supply. The brief video attached highlights a new chart presented by CBRE Canada Research outlining the shortage and some reasons why.

Some promising news for the retail sector contained in my short passle!

Retail Resurgence: Why NNN Investments Shine in 2025 Retail properties are making a strong comeback, as seen in Blackstone’s $4B acquisition of Retail Opportunity Investments Corp. After years of challenges, retail is proving its resilience, with tight market conditions, strong tenant demand, and stabilizing interest rates. This resurgence makes NNN investments in retail especially attractive. With higher CAP rates than multifamily or industrial assets, stable long-term leases, and low management needs, retail offers both reliability and growth potential. Mark-to-market opportunities also provide upside, as older leases renew at higher rents. Add in the return of institutional confidence, and retail properties are positioned for significant activity this year. If you’re looking for stability and strong returns, now’s the time to explore retail NNN investments. Let’s connect to discuss! #CRE #RetailInvestments #NNNProperties #CAPRates #RealEstate

Why does retail remain a cornerstone for investors? Retail continues to stand out as one of the most reliable asset classes in today's market. Triple-net leases are a key factor here, providing owners with insulation from rising operating costs while maintaining steady returns. In a time where economic uncertainty is the norm, this combination of stability and predictability has drawn more attention to the retail sector. For seasoned and new investors alike, retail offers a compelling case for long-term security. #PNWRetailRealEstate #RetailInvestments #RetailRealEstate

Here's how retail market is flourishing in Metro Phoenix Contact me to discuss the latest scoop in real estate! #arizonarealestateagent #arizonainvesting #arizonarentals #realestate