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We have launched a short series of podcasts, available to watch or listen to, where our CEO Allan Lockhart, who has over 30 years of operating experience in UK real estate, talks to industry experts about the fundamentals behind retail real estate and why we believe it is one of the most compelling sectors to invest in and one of the most vibrant, innovative sectors to operate in.
EPISODE ONE: In conversation with Dr Clive Black, Head of Consumer Research at Shore Capital.
Allan and Clive kicked off our new series in August with a lively discussion about retail real estate, charting everything from why NewRiver has a focus on retail parks – as part of a nationwide retail portfolio focused on essential goods and services – to Allan's interest in the Home Bargains in Birkenhead and Clive’s take on why inflation is the “defining economic number of our generation”.
The fireside-style chat delves into why non-discretionary retail remains resilient, underpinned by stabilising grocery sales data. Allan and Clive also share some surprising stats around mortgages and its impact to the disposable income of UK consumers, as well as where we see rental growth coming from, and the in-store fulfilment of click & collect, suggesting that the physical store is arguably the real “last mile distribution”.
Podcast filmed: August 2023
Length: 48 minutes
This podcast expresses the views of its participants as of the date indicated and may not represent the views of the company. Moreover, such views are subject to change without notice and the company does not have duty or obligation to update the information contained herein.
Further, the companies make no representation, and it should not be assumed, that past investment performance is an indication of future results. Moreover, wherever there is the potential for profit there is also the possibility of loss.
This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services, investment advice, or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.
