2026年1月投资收益率指南

Investment Rating - The report indicates a positive sentiment towards various property sectors, particularly retail and shopping centers, with expected total returns of +8.4% in 2026, up from +7.1% in 2025 [10][8]. Core Insights - Sovereign wealth funds (SWFs) are increasingly diversifying investments into UK commercial real estate, with investments rising to £1.83 billion in 2025, a 161% increase year-on-year [9]. - The retail sector, especially shopping centers and retail warehouses, is projected to outperform other sectors from 2025 to 2029, with annual total returns of +8.7% and +8.3% respectively [10][8]. - The report highlights a significant increase in fundraising for private equity, with the top ten funds capturing 46% of total fundraising in 2025, marking the strongest level in over a decade [8]. Summary by Sections Rental Yield Projections - Various property types show stable or positive rental yields, with high street properties maintaining yields between 2.75% and 3.00% and retail properties at 4.50% [3]. - Community plans and successful local schemes are projected to yield between 9.50% and 10.00% [3]. Market Trends - The report notes a positive outlook for the UK shopping center market, with expected performance improvements and a general increase in total returns across property types [10][8]. - The report emphasizes the role of lower oil prices in accelerating SWF investments in commercial real estate, providing stable returns and portfolio stability [9]. Economic Indicators - The Bank of England's base rate is projected to remain stable at 4.00% into 2026, influencing the overall investment climate [13]. - The report indicates that the UK commercial real estate market is experiencing a resurgence in interest from international investors, particularly from oil-rich nations [9].