Office for National Statistics reports that the UK economy slowed in Q3 2025, with real GDP increasing by 0.1% vs 0.2% (revised down from 0.3%) in Q2 2025. The UK current account deficit (including precious metals) narrowed to 1.6% of GDP in Q3 2025, its lowest since Q4 2022.

Royal London Asset Management has completed the sale of Lower Precinct, Coventry’s main city shopping centre, to Sheet Anchor Evolve, part of M Core. The asset had been marketed at around £9.3m.

The former Intu Properties-owned Potteries Centre in Hanley has been sold to Glasgow-based Belgate Estates. The price is understood to be around £10.5m.

Supermarket Income REIT has acquired Tesco in Aylesbury for £56.3m, Sainsbury's in Sale for £33.8m, and Waitrose & Partners in Frimley for £7.6m at an average net initial yield of 5.5% as part of its strategy to recycle £400m of capital in 2025.

Kennedy Wilson has secured a new c.£500m debt facility with Goldman Sachs to finance the growth of its single-family rental housing joint venture with CPP Investments | Investissements RPC.

ICG has secured €120m of financing from SMBC Group for its recent acquisition of 24 newly developed Lidl GB supermarkets, most of which are on the UK.

Regional REIT has successfully agreed a 3-year extension to its debt facility. The £72.4m loan was provided by lenders including The Royal Bank of Scotland (RBS), Bank of Scotland, and Santander.

Christmas retail spending has risen 3.6% year on year according to new analysis from Visa, with e-commerce continuing to outperform physical retail despite stores accounting for the majority of spending.

Fusion Group has gained consent for a 507-bed PBSA development on the site of Portswood Centre parade in Southampton.

Mark Charlton – Real Estate Research Consultant at Waypoint