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 Knight Frank, 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 Knight Frank, 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 Knight Frank, 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 Knight Frank, 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 Knight Frank, 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 Knight Frank, 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
