Retail Renaissance 2025
Six papers exploring what other real estate sectors can learn from Retail’s fall and unlikely rise again.
Six Lessons: A Compendium
29 July 2025
Retail & Leisure
The Retail Note - Amazon Fresh: on the turn
This week’s Retail Note focuses on Amazon’s decision to pull the plug on Amazon Fresh in the UK - and how so many analysts got it wrong.
03 October 2025
Retail & Leisure
The Retail Note - Upwards-only rent reviews: remember them?
This week’s Retail Note focuses on the Government’s out-of-the-blue proposal to ban upwards-only rent reviews (UORRs), viewed through a Retail lens.
08 August 2025
Retail & Leisure
The Retail Note - Retail sales: on the rebound
This week’s Retail Note focuses on the June retail sales figures from the ONS, which showed a strong recovery from May.
25 July 2025
Retail & Leisure
The Retail Note - Lesson #6: Show me the Income
This week’s Retail Note showcases the last (of six) retail insight papers recently published by 51ĀŅĀ×, written by myself and my colleague Emma Barnstable. These explore what other real estate sectors can learn from Retail’s fall and unlikely rise again.
18 July 2025
Retail & Leisure
The Retail Note | Lesson #5: Bigger = Better (possibly), Relevant = Best (definitely)
This week’s Retail Note showcases the fifth (of six) retail insight papers recently published by 51ĀŅĀ×, written by myself and my colleague Emma Barnstable. These explore what other real estate sectors can learn from Retail’s fall and unlikely rise again.
11 July 2025
Retail & Leisure
The Retail Note | Lesson #4: occupiers call the shots
This week’s Retail Note showcases the fourth (of six) retail insight papers recently published by 51ĀŅĀ×, written by myself and my colleague Emma Barnstable. These explore what other real estate sectors can learn from Retail’s fall and unlikely rise again.
04 July 2025
Retail & Leisure
The Retail Note | Lesson #3: understanding/managing/avoiding obsolescence and oversupply
This week’s Retail Note showcases the third (of six) retail insight papers recently published by 51ĀŅĀ×, written by myself and my colleague Emma Barnstable. These explore what other real estate sectors can learn from Retail’s fall and unlikely rise again.
27 June 2025
Retail & Leisure
The Retail Note | Lesson #2: an end to complacency and underinvestment
This week’s Retail Note showcases the second (of six) retail insight papers recently published by 51ĀŅĀ×, written by myself and my colleague Emma Barnstable. These explore what other real estate sectors can learn from Retail’s fall and unlikely rise again.
13 June 2025
Retail & Leisure
The Retail Note | Lesson #1: Know your structural drivers
This week’s Retail Note showcases the first (of six) retail insight papers recently published by 51ĀŅĀ×, written by myself and my colleague Emma Barnstable. These explore what other real estate sectors can learn from Retail’s fall and unlikely rise again.
06 June 2025
