Chopping Shopping? The influence of retail structural change on investment portfolio sector allocations
Much has been written about the current state of bricks and mortar retail, in particular focusing on the health of the high street and shopping centres in light of the impact of e-commerce on consumer purchases of goods and services. There has been less discussion, however, of the influence of omni-channel retailing and the potential consequences this may have on allocations to the retail sector from an investment perspective.
This research considers what influence to date the many changes in retailing have had on allocations to the sector within major institutional/non-specialist real estate investment portfolios and what may replace retail, should long-term allocations to this sector decline.
Extending beyond the UK, to consider the current impact in locations such as the US, Australia and a number of European countries, the seminar provides an opportunity to hear first-hand from the researchers, who will present their findings, followed by a panel discussion involving major investors/advisors who are active in the UK real estate market.