MSC Commercial | Q4 2023 St Pete Market Report

Page 1

FOURTH QUARTER 2023

Commercial Quarterly Our wide reach and deep knowledge in all areas of commercial real estate, as well as meaningful relationships across the US, lead to success in every space.

St. Petersburg State of the Market The St. Petersburg market has three unique submarkets, which we will be reporting on, Downtown St. Petersburg, Gateway/Mid-Pinellas, and the South Pinellas area. In reviewing this past quarter, the largest commercial sales in the market were in industrial and multifamily transactions.

For all your commercial real estate needs — Think MS&C Commercial.

SALES | LEASING | PROPERTY MANAGEMENT | TENANT REPRESENTATION Commercial Team

Christina Gustafson, Division Administrator Andrew Bakker Spencer Brannen Lee DeLieto, Jr., P.A., Broker-Associate Lee DeLieto, Sr., MBA Jennifer Dobreff Terry Eastman Kim Eger Melinda Garrett Susan Goldstein, MBA, CCIM Daniela Kaskey Roberta Kolton Cera Will Martin Eric Massey, Broker-Associate Kevin McQuaid Daniel J. Page, CCIM Jeffrey Roberts Larry Schaper, CCIM Tammy Shaw, Broker-Associate Alexander Stele

Bradenton Office

Punta Gorda Office

Downtown Sarasota Office

Commercial Property Management

4400 Manatee Avenue West, Bradenton, FL 34209 Phone: 941.748.6300 | Fax: 941.749.5001

1605 Main Street, Sarasota, FL 34236 Phone: 941.957.3730 | Fax: 941.552.5216

Englewood Office

1200 S. McCall Road, Englewood, FL 34223 Phone: 941.473.7750 | Fax: 941.473.7751

Lakewood Ranch Office

8325 Lakewood Ranch Blvd., Bradenton, FL 34202 Phone: 941.907.9595 | Fax: 941.907.8802

Palmer Ranch Office

8660 S. Tamiami Trail, Sarasota, FL 34238 Phone: 941.966.800 | Fax: 941.918.9392

Drayton Saunders President

101 Taylor Street, Punta Gorda, FL 33950 Phone: 941.639.0000 | Fax: 941.639.0101

1605 Main Street, Sarasota, FL 34236 Phone: 941.208.3965 Fax: 941.951.6667 Bob Smith, Director of Commercial Property Management Diane Conte, Administration Manager Tony Fus, In-House Facility Technician

The industrial market in the St. Petersburg area is Tampa’s largest industrial submarket and posts the highest industrial rent prices in the Tampa Bay area as well. Vacancy rates are expected to increase in the future due to the 430,000 SF that is currently in the pipeline. However, as of this quarter, the vacancy rates have remained below 4% for the last two years. Like the vacancy rates, the rental rates will be affected by the new deliveries, but the decrease in the rates is not softening in the industrial fundamentals. Regarding the office sector, the three submarkets have posted consistent fundamentals this past quarter. All three of the St. Petersburg submarkets currently have no new construction projects or plans in the pipeline, and vacancy rates only slightly increased year over year. Even though the Gateway/Mid-Pinellas submarket is one of the more affordable Tampa office submarkets, the rent prices rose approximately 2.5% for the 4th Quarter of 2022. The retail sector saw significant rent growth in 2023. Besides the Gateway/ Mid-Pinellas submarket, the other submarkets’ average asking rent increased by over 15% year over year. The general retail property type is the largest subtype in the St. Petersburg area, and there is currently 83,800 square feet under construction. The Downtown St. Petersburg retail market has the highest vacancy rate in the area, which is hovering around 9%. Since February 2022, the Federal Reserve, in order to curtail inflationary conditions, began increasing interest rates with 11 consecutive rate increases to date. At the Federal Reserve’s last three meetings, held in the last half of 2023, the committee left the current interest rates unchanged. It is unclear how the increase will influence investors and trading in Commercial Real Estate in our area. However, MS&C Commercial will continue to track the market and trends as interest rates are expected to climb throughout 2024.

Manage your property with absolute confidence. Our expert resources give you and your property the advantage With leasing and management services provided by MS&C Commercial Property Management, you are assured a seamless process focusing heavily on tenant retention and aggressive marketing of vacant space. We utilize a variety of resources to retain your current tenants, fill vacant space and keep your properties operating in the black. •  Comprehensive sales and leasing program •   Active property feed to the most prominent search engines •   Experienced agents negotiating your sale or lease •   Monthly prospect and marketing reports Please give Bob Smith at MSC Commercial Property Management a call today at 941.208.3965. You will be glad you did!

For questions concerning your specific sector or business, please reach out to one of our highly skilled advisors.

Michael Saunders & Company | Commercial Division | 1605 Main Street, Suite 500 | Sarasota, FL | 941.957.3730 | msccommercial.com


FOURTH QUARTER 2023

COMMERCIAL TRENDS & REPORTS

Sales by Property Type

FOURTH QUARTER 2023

COMMERCIAL TRENDS & REPORTS

RETAIL

$80 $70

RENTAL RATE TABLE

Millions

$60 $50

$40

Average Asking Rent (NNN)

Q4 2023

All Submarkets

$25.54

Downtown St. Pete

$33.65

Gateway/Mid-Pinellas

$21.95

South Pinellas

$24.57

$30 $20

3.75

-14,775

%

Overall vacancy rate

SF

YTD net absorption

$10 $Office

OFFICE RENTAL RATE TABLE Average Asking Rent (Gross)

Q4 2023

All Submarkets

$25.96

Downtown St. Pete

$29.78

Gateway/Mid-Pinellas

$25.52

South Pinellas

INDUSTRIAL

$24.08

Multi-Family

Retail

7.1

Industrial

2,871

%

Overall vacancy rate

SF

25.96

PSF

Average asking rent (gross)

5.2

Overall vacancy rate

13.65

Average asking rent (NNN)

Strip Center

8 1. 8 %

PSF

Power & Regional Mall

Average sale price

Neighborhood & Communi ty

SF

166.40

$

PSF

Average sale price

Overall Vacancy Rate: Expressed as a percentage — it identifies the amount of New/Relet/Sublet space vacant divided by the existing Rentable Building Area. Net Absorption: For existing buildings, the measure of total square feet occupied (indicated as a Move-In) less the total space vacated (indicated as a Move-Out) over a given period of time. Average Asking Rent: Represents the dollar amount the lessor is asking for in order to lease their building/space/land.

LAND

Strip Center

Power & Regional Mall

The median price per square foot/acre of sold parcels for commercial, industrial and residential-zoned land for the past year for Pinellas County: Commercial Land $32.70 Per Land SF/$1,424,471 Per Acre

** No further submarket breakdown for the Industrial Asking Rent/SF

Average Sale Price: The sale price divided by the rentable square feet of the building. Data obtained from CoStar, MFCRE and Pinellas County Property Appraiser.

Average asking rent (NNN)

Neighborhood & Community

9.2%

YTD net absorption

PSF

PSF

270.98

PSF

Average sale price

RETAIL SPACE AVAILABILITY BY TYPE

282.20

-39,005

%

$

$

25.54

$

Retail Space Availability by Type

YTD net absorption

9.0%

$

$

Industrial Land $12.11 Per Land SF/$527,362 Per Acre Residential Land (Inland) $19.23 Per Land SF/$837,529 Per Acre Residential Land (Water Access or View) $52.79 per Land SF/$2,299,331 Per Acre

MULTI-FAMILY The demand for multi-family housing, in all three submarkets, has been declining due to high amounts of new deliveries in the past year and current construction projects in those areas. The average current vacancy rate for the area is 7.2%, and it is expected to increase, considering the 3,500 units currently in the pipeline. Most of the upcoming projects are located in Central and South Pinellas submarkets, as Downtown St. Petersburg has limited land availability.

Central Pinellas

Downtown St. Pete

South Pinellas

Vacancy Rate

7.10%

6.00%

8.60%

YTD Net Absorption

209

451

86

Average Effective Rent/Unit

$1,728

$2,262

$1,585

Vacancy Rate

Data obtained from CoStar, MFCRE and Pinellas County Property Appraiser. *Sales include qualified real property transfer codes as defined by the Florida Department of Revenue under sections 193.144(2)(n) and 165.0995(1), F.S. **Please note, there is a limited sample set for the industrial land sales due to lack of qualified, vacant industrial land sales


FOURTH QUARTER 2023

COMMERCIAL TRENDS & REPORTS

Sales by Property Type

FOURTH QUARTER 2023

COMMERCIAL TRENDS & REPORTS

RETAIL

$80 $70

RENTAL RATE TABLE

Millions

$60 $50

$40

Average Asking Rent (NNN)

Q4 2023

All Submarkets

$25.54

Downtown St. Pete

$33.65

Gateway/Mid-Pinellas

$21.95

South Pinellas

$24.57

$30 $20

3.75

-14,775

%

Overall vacancy rate

SF

YTD net absorption

$10 $Office

OFFICE RENTAL RATE TABLE Average Asking Rent (Gross)

Q4 2023

All Submarkets

$25.96

Downtown St. Pete

$29.78

Gateway/Mid-Pinellas

$25.52

South Pinellas

INDUSTRIAL

$24.08

Multi-Family

Retail

7.1

Industrial

2,871

%

Overall vacancy rate

SF

25.96

PSF

Average asking rent (gross)

5.2

Overall vacancy rate

13.65

Average asking rent (NNN)

Strip Center

8 1. 8 %

PSF

Power & Regional Mall

Average sale price

Neighborhood & Communi ty

SF

166.40

$

PSF

Average sale price

Overall Vacancy Rate: Expressed as a percentage — it identifies the amount of New/Relet/Sublet space vacant divided by the existing Rentable Building Area. Net Absorption: For existing buildings, the measure of total square feet occupied (indicated as a Move-In) less the total space vacated (indicated as a Move-Out) over a given period of time. Average Asking Rent: Represents the dollar amount the lessor is asking for in order to lease their building/space/land.

LAND

Strip Center

Power & Regional Mall

The median price per square foot/acre of sold parcels for commercial, industrial and residential-zoned land for the past year for Pinellas County: Commercial Land $32.70 Per Land SF/$1,424,471 Per Acre

** No further submarket breakdown for the Industrial Asking Rent/SF

Average Sale Price: The sale price divided by the rentable square feet of the building. Data obtained from CoStar, MFCRE and Pinellas County Property Appraiser.

Average asking rent (NNN)

Neighborhood & Community

9.2%

YTD net absorption

PSF

PSF

270.98

PSF

Average sale price

RETAIL SPACE AVAILABILITY BY TYPE

282.20

-39,005

%

$

$

25.54

$

Retail Space Availability by Type

YTD net absorption

9.0%

$

$

Industrial Land $12.11 Per Land SF/$527,362 Per Acre Residential Land (Inland) $19.23 Per Land SF/$837,529 Per Acre Residential Land (Water Access or View) $52.79 per Land SF/$2,299,331 Per Acre

MULTI-FAMILY The demand for multi-family housing, in all three submarkets, has been declining due to high amounts of new deliveries in the past year and current construction projects in those areas. The average current vacancy rate for the area is 7.2%, and it is expected to increase, considering the 3,500 units currently in the pipeline. Most of the upcoming projects are located in Central and South Pinellas submarkets, as Downtown St. Petersburg has limited land availability.

Central Pinellas

Downtown St. Pete

South Pinellas

Vacancy Rate

7.10%

6.00%

8.60%

YTD Net Absorption

209

451

86

Average Effective Rent/Unit

$1,728

$2,262

$1,585

Vacancy Rate

Data obtained from CoStar, MFCRE and Pinellas County Property Appraiser. *Sales include qualified real property transfer codes as defined by the Florida Department of Revenue under sections 193.144(2)(n) and 165.0995(1), F.S. **Please note, there is a limited sample set for the industrial land sales due to lack of qualified, vacant industrial land sales


FOURTH QUARTER 2023

Commercial Quarterly Our wide reach and deep knowledge in all areas of commercial real estate, as well as meaningful relationships across the US, lead to success in every space.

St. Petersburg State of the Market The St. Petersburg market has three unique submarkets, which we will be reporting on, Downtown St. Petersburg, Gateway/Mid-Pinellas, and the South Pinellas area. In reviewing this past quarter, the largest commercial sales in the market were in industrial and multifamily transactions.

For all your commercial real estate needs — Think MS&C Commercial.

SALES | LEASING | PROPERTY MANAGEMENT | TENANT REPRESENTATION Commercial Team

Christina Gustafson, Division Administrator Andrew Bakker Spencer Brannen Lee DeLieto, Jr., P.A., Broker-Associate Lee DeLieto, Sr., MBA Jennifer Dobreff Terry Eastman Kim Eger Melinda Garrett Susan Goldstein, MBA, CCIM Daniela Kaskey Roberta Kolton Cera Will Martin Eric Massey, Broker-Associate Kevin McQuaid Daniel J. Page, CCIM Jeffrey Roberts Larry Schaper, CCIM Tammy Shaw, Broker-Associate Alexander Stele

Bradenton Office

Punta Gorda Office

Downtown Sarasota Office

Commercial Property Management

4400 Manatee Avenue West, Bradenton, FL 34209 Phone: 941.748.6300 | Fax: 941.749.5001

1605 Main Street, Sarasota, FL 34236 Phone: 941.957.3730 | Fax: 941.552.5216

Englewood Office

1200 S. McCall Road, Englewood, FL 34223 Phone: 941.473.7750 | Fax: 941.473.7751

Lakewood Ranch Office

8325 Lakewood Ranch Blvd., Bradenton, FL 34202 Phone: 941.907.9595 | Fax: 941.907.8802

Palmer Ranch Office

8660 S. Tamiami Trail, Sarasota, FL 34238 Phone: 941.966.800 | Fax: 941.918.9392

Drayton Saunders President

101 Taylor Street, Punta Gorda, FL 33950 Phone: 941.639.0000 | Fax: 941.639.0101

1605 Main Street, Sarasota, FL 34236 Phone: 941.208.3965 Fax: 941.951.6667 Bob Smith, Director of Commercial Property Management Diane Conte, Administration Manager Tony Fus, In-House Facility Technician

The industrial market in the St. Petersburg area is Tampa’s largest industrial submarket and posts the highest industrial rent prices in the Tampa Bay area as well. Vacancy rates are expected to increase in the future due to the 430,000 SF that is currently in the pipeline. However, as of this quarter, the vacancy rates have remained below 4% for the last two years. Like the vacancy rates, the rental rates will be affected by the new deliveries, but the decrease in the rates is not softening in the industrial fundamentals. Regarding the office sector, the three submarkets have posted consistent fundamentals this past quarter. All three of the St. Petersburg submarkets currently have no new construction projects or plans in the pipeline, and vacancy rates only slightly increased year over year. Even though the Gateway/Mid-Pinellas submarket is one of the more affordable Tampa office submarkets, the rent prices rose approximately 2.5% for the 4th Quarter of 2022. The retail sector saw significant rent growth in 2023. Besides the Gateway/ Mid-Pinellas submarket, the other submarkets’ average asking rent increased by over 15% year over year. The general retail property type is the largest subtype in the St. Petersburg area, and there is currently 83,800 square feet under construction. The Downtown St. Petersburg retail market has the highest vacancy rate in the area, which is hovering around 9%. Since February 2022, the Federal Reserve, in order to curtail inflationary conditions, began increasing interest rates with 11 consecutive rate increases to date. At the Federal Reserve’s last three meetings, held in the last half of 2023, the committee left the current interest rates unchanged. It is unclear how the increase will influence investors and trading in Commercial Real Estate in our area. However, MS&C Commercial will continue to track the market and trends as interest rates are expected to climb throughout 2024.

Manage your property with absolute confidence. Our expert resources give you and your property the advantage With leasing and management services provided by MS&C Commercial Property Management, you are assured a seamless process focusing heavily on tenant retention and aggressive marketing of vacant space. We utilize a variety of resources to retain your current tenants, fill vacant space and keep your properties operating in the black. •  Comprehensive sales and leasing program •   Active property feed to the most prominent search engines •   Experienced agents negotiating your sale or lease •   Monthly prospect and marketing reports Please give Bob Smith at MSC Commercial Property Management a call today at 941.208.3965. You will be glad you did!

For questions concerning your specific sector or business, please reach out to one of our highly skilled advisors.

Michael Saunders & Company | Commercial Division | 1605 Main Street, Suite 500 | Sarasota, FL | 941.957.3730 | msccommercial.com


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