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MPLS_Industrial Snapshot_Q2_2015Economic Indicators Q214 Q215 12 -Month Forecast Minneapolis/St. Paul Employment 1.852M 1.891M Akk� Minneapolis/St. Paul Unemployment 3.84% 3.57% 1W U.S. Unemployment 6.1% 5.3% 1W Market Indicators 0214 0215 12 -Month Forecast Overall Vacancy 11.0% 9.3% Net Absorption 271,499 1,367,833 Under Construction 1,800,000 2,453,343 Average Asking Rent $4.72 $4.70 A& Net Absorption 2Q TRAILING AVERAGE 1,200,000 1,000,000 800,000 600,000 400,000 200,000 (200,000) (400,000) (600,000) (800,000) (1,000,000) Q1IQ2IQ3IQ4 Q1IQ2IQ3IQ4 Q1IQ2IQ3IQ4 Q1IQ2IQ3IQ4 Q1IQ2IQ3IQ4 Q1IQ2 2010 2011 2012 1 2013 1 2014 1 2015 Overall Vacancy 16.0 15.0% 14.0% 13.0% 12.0% 11.0 10.0% 9.0% 8.0% Economy The Minnesota economy continues the positive steps of the past years as total employment figures continue to rise. Minnesota already has one of the highest labor participation rates in the nation at 70.8%, and the total employment figures are only growing. Of the 11 major industry sectors, nine have had positive job additions in the past 12 months. The Minneapolis/ St. Paul metro area has a larger employment growth rate than any other metro area in the state. Minnesota unemployment rate sits at 3.6%, well below the national average of 5.3% Market Overview The industrial market has absorbed 500,000 square feet in the second quarter and year-to-date has taken 1,367,000 square feet. This is roughly the same amount absorbed as all of 2014. The overall vacancy rate has dropped to 9.3%, the lowest level we have seen in a decade. Construction remains hot as we are currently tracking 2.5 million square feet physically under construction, with another roughly 2 million ready to begin. The majority of this construction is happening in the Northwest submarket and bulk warehouse facilities are making up over 90% of new construction across the metro. Most of the absorbed space in 2015 has been in traditional office warehouse and traditional office showroom buildings. Some bulk warehouse users have been leaving the multi -tenant universe to own their own facility in new construction. The older traditional office warehouse and office showroom buildings have built momentum based off of value and options, as there are so few vacancies in general. Recently announced was a new 850,000 square foot Amazon Historical Average: 12.3% Distribution center set to start construction next year in the Southwest — — — — — — — — — — submarket. The center will eventually employ almost 1,000 people. With several new lease deals in the Southwest and this continued new construction, the Southwest will see a big squeeze in the labor market. Q11Q21Q31Q4 Q11Q21Q31Q4. Q11Q21Q31Q4 Q11Q21Q31Q4 Q71Q21Q31Q4 Q11Q2 2010 2011 2072 2013 20 1 2015 Lease deals Polaris is consolidating some local functions into an 850,000 square foot facility in Shakopee. Nilfisk and Blu Dot both signed new deals in the Northwest for 180,000 square feet each. Northeast 375 35,620,641 91,989 2,883,204 545,269 $4.63 Northwest 338 29,393,269 47,358 2,403,538 113,947 2,136,845 $4.72 Southeast 196 16,357,932 10,000 1,201,212 250,809 195,498 $4.77 Southwest 288 23,489,078 32,740 3,116,265 457,808 121,000 $4.69 Modern Bulk Warehouse 40 8,305,926 - 1,560,153 64,791 Traditional Bulk Warehouse 95 16,278,791 2,000 1,126,664 (153,838) Modern Office Showroom 89 5,058,832 16,966 413,324 112,339 Traditional Office Showroom 413 26,367,267 87,603 2,671,367 357,643 Modern Office Warehouse 144 12,295,225 57,798 875,812 171,648 Traditional Office Warehouse 363 28,929,764 87,603 2,312,089 765,448 Former Single Tenant 53 7,625,115 - 574,927 49,802 Industrial asking rents converted to NNN Key Lease Transactions 2Q 2015 North Cross Business Park Bldg 2 182,000 Nilfisk New NW Kmart Distribution 850,000 Polaris New SW Key Sales Transactions YTD PROPERTY SIF SELLER/BUYER PRICE SUBMA.7 11611 Business Park Blvd. 167,036 W.P. Carey Inc. / Egan Co. $7,000,000 NW 1775-1801 Old Highway 8 NW 89,542 Edwin and Diana Taylor / Biynah Industrial Partners $4,450,000 NE About DTZ DTZ is a global leader in commercial real estate services providing occupiers, tenants and investors around the world with a full spectrum of property solutions. The company's core capabilities include agency leasing, tenant representation, corporate and global occupier services, property management, facilities management, facility services, capital markets, investment and asset management, valuation, research, consulting, and project and development management. DTZ provides property management for 1.9 billion square feet, or 171 million square meters, and facilities management for 1.3 billion square feet, or 124 million square meters. The company completed $63 billion in transaction volume globally in 2014 on behalf of institutional, corporate, government and private clients. Headquartered in Chicago, DTZ has more than 28,000 employees who operate across more than 260 offices in 50 countries and represent the company's culture of excellence, client advocacy, integrity and collaboration. DTZ announced an agreement to merge with Cushman & Wakefield in a May 11 press release. The new company, which will operate under the Cushman & Wakefield brand, will have revenues over $5.5 billion, over 43,000 employees and will manage more than 4 billion square feet globally on behalf of institutional, corporate and private clients. The agreement is subject to customary closing conditions and is expected to close before the end of 2015. For further information, visit: www.dtz.com or follow us on Twitter @DTZ. www.dtz.com 12