"With a significant pandemic related uptick in grocery spending, strong annual portfolio growth is set to continue, particularly from the value-orientated brands"

"Operational resilience and long-term income security sparks strong appetite for supermarket investment"

"After a strong start of the year, retail investment slowed down in Q2 and Q3 and is 11% below the five-year average"

"Supermarkets have been one of the most resilient sectors during this crisis, but they are not immune to disruption caused by online shopping"

"Sale and leasebacks can unlock capital that could be reinvested in the core businesses of retailers. Activity has already been growing over the past two years"

"Retail yields are likely to move out further in 2021, offering value add opportunities to investors"