Sector Investment 8 Hours

Last updated: July 6, 2026, 2:32 AM ET

Real Estate Investment

Institutional investors are increasingly prioritizing operational real estate, seeking assets that require active management, according to Lazard. This shift coincides with a resurgence in retail property investment, driven by a construction slowdown that has created an imbalance between limited supply and growing demand. Global retail M&A activity has also gathered momentum in the past three months, with investors targeting dominant malls and open-air centers. Convenience-oriented retail formats are particularly attracting capital, as necessity-led demand and constrained new supply reshape the sector's investment case, even as values remain below their previous peaks and margins compress amid consumer economic pressures and a dimming e-commerce outlook reviving retail.