What do retail sales say about retail rents?

Despite poor Christmas trading, the improvement in retail sales in the middle of 2018 pointed to a recovery in retail rental value growth this year. Nevertheless, with the retail stock still adjusting to changing consumer preferences, we think that excess supply will provide an offset.

Subscriber content

Read this in full, free

Start a free trial and use one of your 10 free starter credits to unlock this piece.


Free. 10 articles. No card required.
By completing this form you are agreeing to our Terms and Conditions for the provision of a free trial of Capital Economics' services. We take your privacy seriously and will not share your details with others without your consent. By providing your details, including your email address, you are consenting to Capital Economics sending you macroeconomic commentary and analysis. You can unsubscribe at any time. See our Privacy Policy for more information.

Already a client or trialist? Log in to read this.