YEAR-END RALLY IN PORTFOLIO SEGMET POINTS TO POSITIVE SIGNAL FOR 2025; AVERAGE DEAL VOLUME ON THE RISE
- Although transaction volume in the retail warehouse segment noticeably fell another 37% to just under €2.1bn in 2024, the asset class is off to a good start in 2025. Retail park transaction volume rose 12% to €1.1bn yoy and market activity picked up at the end of the year. The lack of product particularly stood in the way of higher transaction volume in H1 2024 with 60% of all deals inked in H2 in contrast, 41% of which in a strong Q4.
- The market share generated by portfolios is traditionally consistently high in the retail warehouse segment, as supermarkets/discounters generally change hands within the scope of portfolio deals. This share came to 49% in 2024. Deal volume was down for both single-asset and portfolio transactions in 2024, although significantly more deals above the €50m mark were recorded compared to 2023.
These and other market insights can be found in our Grocery Investment market dashboard in digital and summarised form or in the detailed market report as a PDF (download below)!