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Shopping Centres Back in Favour, But the Money Has New Target

The Urban Developer •
October 27, 2026 • 04:00 AM
• By Patrick Lau
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After a decade favouring apartments, investors are chasing retail income as scarce supply and capital reshape the sector…

Shopping Centres Back in Favour, But the Money Has New Target

Shopping malls can expect crunchy consumer sentiment and tough trading conditions for at least a year ahead, analysts say.

But demographics, behavioural and market trends, and constrained supply are making retail a compelling proposition to investors with long-dated strategies.

The Urban Developer’s Retail Leaders Forum, held in Sydney on October 20, was told that the strongest opportunities are aligned with areas targeted or projected for population growth.

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