THINK Global: Outlets

Florentia Village

Designer outlets have been one of the most widely misunderstood, but strongest performing, real estate sectors in Europe over the past decade and, relatively speaking, they thrived during the global economic downturn.

Strong demand from international retailers means the occupier base is broadening and covenant quality is improving. Likewise, the investor base is deepening. Constrained supply, coupled with growing demand, should see continued rental growth and a long term structural improvement in investment pricing globally.

In our latest research report, we explore the investment rationale and opportunities within the designer outlet sector- a specialist division of the retail market that is relatively immature - as both a shopping concept and an investment opportunity. The sector is considered niche as an investment class – a word often associated with risk – but is in fact underpinned by very sound drivers of performance, and should continue to enjoy structural growth globally.

The report looks at the history and evolution of the outlet mall and the relative attractiveness of the sector to shoppers, retailers and investors across different parts of the globe. Particular observations are made on the Australian and Chinese markets. 

Download the report

For a print-friendly version, please click here.
 
 


 


Alice Breheny

Alice Breheny

Global Head of Research

Alice's biography