Figures
Sweden Retail Market Figure Q1 2026
May 6, 2026 5 Minute Read
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The Swedish retail investment market recorded a positive start to 2026, with transaction volume reaching SEK 2.7 billion in Q1 — an increase of 15% year-on-year. Cross-border investment accounted for approximately 45% of the total volume, driven by Eurocommercial Properties' acquisition of Avion Shopping Centre in Umeå.
Looking ahead, the geopolitical landscape adds uncertainty. Rising energy prices and potential mortgage rate pressure pose a downside risk to Sweden's 2026 GDP growth forecast of 2.6%. Weaker household consumption remains the key risk to monitor.
Despite this, Sweden's retail market remains well-positioned. Recovering household consumption, rising real wages and low inflation continue to support the broader market environment.
Some of the most notable transactions in the first quarter of 2026 include:
Prime yields were broadly stable in Q1, except for big box (incl. groceries), where yields compressed 10 bps to 5.75%, driven by investor preference for the format's resilient income profile.