Sector Investment 24 Hours

Last updated: July 5, 2026, 11:30 PM ET

Real Estate Investment

Investors are increasingly prioritizing operational real estate, seeking assets that demand active management, according to Lazard. This shift is particularly evident in the retail sector, where a construction slowdown has created a supply-demand imbalance, driving a resurgence in property investment. Global retail M&A activity has accelerated in the past three months, with a notable spike in deals targeting dominant malls and open-air centers, indicating strong investor interest in convenience-oriented formats. Necessity-based retail assets are reviving the global market, as limited new supply and sustained consumer demand reshape the investment case, even as values remain below their peak and margins compress amid economic headwinds and a darkening e-commerce outlook necessity-based assets revive. The momentum in retail dealmaking is being driven by blockbuster transactions that signal a broader market upswing global retail M&A.