Post by Stoneweg

Retail real estate is back - and we're backing it. For years, the sector was written off. We see it differently. As Josselin Granier, our Managing Director for European Retail, told PERE for its July/August 2026 Retail Special Report cover story: "We've seen significant repricing, with yields now offering a premium versus other core sectors. The pricing stabilisation signals a pledge of limited downside and yield compression potential."   But the recovery is selective, and that selectivity is where the opportunity lies. Our focus is on necessity-based retail - grocery, discount, and services - assets offering "durable income, strong fundamentals and clear pricing power."   The disconnect between sentiment and fundamentals remains wide. "Retail allocations remain significantly below historical averages. This continues to create attractive investment opportunities for informed investors - where perception lags reality." That is the window Stoneweg has identified, with the recent launch of our pan-European retail investment vertical targeting €1 billion in AUM. Built on the conviction that this is one of the strongest entry points for European retail real estate in a decade. 🗞️ Read more in PERE's July/August 2026 Retail Special Report: https://lnkd.in/eX5s827u   #RetailRealEstate #EuropeanRealEstate #Stoneweg #RealEstateInvesting #RetailInvestment