Insights

Retail Rundown

Exploring Australia's Retail Sector

The Australian Retail sector continues to outperform. As confidence returns and macro conditions stabilize, capital is flowing back into the sector with conviction. Our November 2025 Retail Rundown explores how easing inflation, improved consumer sentiment, and strong household fundamentals are driving renewed momentum in retail investment.

KEY TAKEAWAYS

Deep capital re-engages
Yields compress further
Regional shopping centres dominate
Macro tailwinds accelerate growth
Consumer confidence holds strong

Want to understand why retail is outperforming and where capital is headed next? Download the full report External Link to uncover detailed insights, transaction trends, and strategic forecasts shaping retail investment in 2026 and beyond.

EXPLORE THE FULL REPORT

Contact

Annika Lausev

Research Analyst • Brisbane

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