Retail recovers 39% of investment in 3rd quarter

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In Portugal and Spain, 21 retail operations were concluded between July and September, representing a total of 766 million euro, 39% higher than the previous quarter.

When compared to the same period last year, the total investment in Iberia is also higher y-o-y, albeit only slightly: +1%. There were, however, 7 operations less than during the same period last year, which resulted in a ticket per deal 33% lower at 36.5 million euro, when compared to the 54 million euro registered during the last year’s third quarter.

Iberian Property’s latest Retail Report showed that one of the largest operations was the purchase of 27 supermarkets from Mercadona by LCN Capital Partners for 180 million euro. Also important was the purchase of a 15 unit portfolio from Leroy Merlin by Batipart, for 135 million euro for the assets located in Spain and 65 million euro for the assets located in Portugal. The third-largest operation was the purchase of the Sevilla Fashion Outlet and the Mallorca Fashion Outlet in Spain, part of a 4 Via Outlets portfolio.

The data compiled by Iberian Property also showed that, apart from these deals, all the remaining 17 were concluded for less than 50 million euro and for more than 1.2 million.

Between April and June, most investment (86%), was the result of one single transaction: the purchase of 50% of Puerto Venecia Shopping Centre for 475 million euro by Union Investment from Generali. The remaining 9 operations were closed for amounts between 1 and 25 million euro.

Spain’s secondary cities quote 48% of investment

Analysing the last 12 months, IP’s report showed that it was Spain’s secondary cities which held the largest share of investment – around 48% of all investment. In this analysis, Lisbon is the second preferred city, attracting almost 24% of investment and Madrid the third preferred city with 9%. The other Portuguese cities attracted 8.5% of all investment, Porto 5% and Catalonia also 5%.

In terms of the type of investors, 34% of the capital invested on Iberian retail last year was provided by asset managers and investment funds, 29% by insurance companies and pension funds and 10% by REITs. Private equities represented less than 6% of investment and commercial banks only 3%. The remaining 5% of investment was carried out by other types of qualified investors and undisclosed investors.

All the information is available at the Retail Report from Iberian Property which can be downloaded HERE.

For more information about Iberian Property Data service, click HERE.

Disclaimer: This information is based on public data gathered within the platform Iberian Property Data. All estimates were calculated based on registered public information and data from the main consultants within the market. It should be noted that the results presented here may be updated if new information is issued.

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