Retail Market: Convenience and Prime High Street as Anchors for Stable Rental Income

August 17, 2026

The retail market is once again attracting increased investor interest. This is one of the key findings from Bouwinvest’s Dutch Commercial Outlook 2026–2028. Consumers are cutting back on everyday expenses but are spending more on fashion, hospitality, and leisure. This supports the performance of neighbourhood convenience centres and the top tier of the high street.

The outlook shows that retail can once again be an attractive component of core portfolios.

Key insights from the Dutch Commercial Outlook 2026–2028

-Convenience centres continue to perform strongly
-Prime high street locations are seeing rental recovery
-Investment volumes are increasing again
-The market is highly polarised: location and asset quality determine success

What does this mean for investors?
The outlook highlights opportunities for investors seeking stable rental income in the short and medium term. Dominant neighbourhood convenience centres with a strong tenant mix, and prime high street positions in major cities, form the backbone of such a strategy. International capital flows confirm this confidence and enhance market liquidity.