Prime retail is the first line of defence in the online revolution

Properties not fit for purpose are the real problem, but if the fundamentals are sound, retail investment will deliver secure returns

In any form of investing, it is always difficult to fight sentiment – such as the negative popular perception that surrounds the retail property sector. Successful investors, however, know that further examination is needed, because it is in overlooked property that true value often lies.

Today’s reality is that publicly listed retail real estate players are trading below their Navs (net asset values). What lies behind this are structural changes in how sales ...