{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Weekly Briefing from Capital Economics","title":"Property Special: Retail’s return from the dead and what to expect from its recovery ","html":"","width":"100%","height":180,"duration":923,"description":"Reports of retail’s death have been exaggerated. After a long and painful adjustment, the retail’s potential to deliver decent returns means our commercial real estate team now thinks it’ll be the second best performer among the major sectors over our forecast horizon in both the US and UK.\nCRE Chief Economist Kiran Raichura and Matt Pointon, our UK CRE lead, are on this special property-themed episode of The Weekly Briefing to talk to David Wilder about our forecasts and address some of the big issues around retail’s recovery, including:\nHow this recovery will compare to the sector’s performance in the early 2000s;\nWhat Macy’s store closures announcement suggests about the performance of shopping malls;\nWhat a slowing US economy could mean for retail returns;\nHow the UK’s retail sector stacks up;\nWhat proposals to pedestrianise London’s Oxford Street suggests about the UK outlook.\nAnalysis referenced in this episode:\nUS: Time to go shopping for retail assets\nUK: Retail investment will continue to lead the recovery\nUK Q4 Outlook: Look to beds, sheds and retail for best returns","thumbnail_url":"https://img.transistorcdn.com/k4wrAyzb9LdWZZe1LSeSSMxKx41PGd_uydFNbSPeNvI/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9jYzVh/ZjA4OWMzZDgzNDVk/N2JiMzlkOGY3NzZl/OTE2Yy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}