MSC Commercial | Q4 2023 Tri-County Market Report

Page 1

FOURTH QUARTER 2023

Commercial Quarterly State of the Market

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.

Sarasota, Manatee & Charlotte Counties The tri-county commercial market posted consistent market fundamentals through the last quarter of 2023. During this quarter, Industrial and Multi-Family sales had the most sales volume by dollar amount for all the core commercial sectors in the area.

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

The industrial sector’s investment activity has been gradually rising in the past year. Industrial transactions increased by 46%, and market rents rose by 1.0% year over year. However, the vacancy rate continues to rise due to the outpacing of new construction versus the demand. There are currently over 2 million square feet in the pipeline.

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

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

Downtown Sarasota Office

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

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

Commercial Property Management

1605 Main Street, Suite 500, 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

Between Manatee, Sarasota and Charlotte counties, there are currently over 500,000 square feet of retail products under construction. However, most of this new construction space, approximately 80%, is pre-leased. Rent growth is strong in this market, and it is expected to continue to increase in the upcoming years. The Federal Reserve began increasing interest rates in February 2022, 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 into 2024.

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

MS&C Commercial is committed to the goals of our clients and those of the commercial real estate industry.

Palmer Ranch Office

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

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

Drayton Saunders President

Punta Gorda Office

The tri-county office sector is the largest office market in Southwest Florida. The vacancy rates rose to 4.0% this past quarter; however, this rate continues to be one of the lowest office vacancy rates in the state. Like the industrial sector, the investment activity in the office sector has remained stable. The new construction pipeline is mostly focused on medical office developments.

SIGNIFICANT TRANSACTIONS

MS&C COMMERCIAL

Location

Sale/Lease

SF/Acreage

Type

100 S Washington Blvd, Sarasota

Sale

9,768 SF

Office

1602 Market Circle, Port Charlotte

Sale

7,200 SF

Industrial

2802 Tamiami Trail, Port Charlotte

Sale

3,000 SF

Retail

9040 Town Center Parkway, Lakewood Ranch

Lease

? SF

Office

3964 Fruitville Road, Sarasota

Sale

86,274 SF

Land

836 Sunset Lake Blvd, Units 205 & 206, Venice

Lease

3,677 SF

Office

7400 62nd Terrace North, Pinellas Park

Sale

10,000 SF

Special Use

2117 60th Dr E, Bradenton

Lease

4,460 SF

Industrial

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!

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


FOURTH QUARTER 2023

OFFICE

COMMERCIAL TRENDS & REPORTS

4.0%

38,826 SF

$28.26 PSF

$253.28 PSF

Overall vacancy rate

YTD net absorption

Average asking rent (gross)

Average sale price

RENTAL RATE TABLE

RETAIL

Q4 2022

Q4 2023

Year-OverYear %

All Counties

$26.46

$28.26

6.80%E

Sarasota County

$27.18

$28.82

6.03%E

Manatee County

$25.63

$27.64

7.84%E

Charlotte County

$18.31

$19.61

7.10%E

OVERALL ASKING RENT, $PSF (GROSS) $29.00 $27.00 $25.00 $23.00 $21.00 $19.00 $17.00

2017

2018

2019

2020

2021

2022

2023

Arrows indicate changes from Q3 2022 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. Average Sale Price: The sale price divided by the rentable square feet of the building.

INDUSTRIAL

4.9%

35,700 SF

$12.08 PSF

$151.51 PSF

Overall vacancy rate

YTD net absorption

Average asking rent (NNN)

Average sale price

RENTAL RATE TABLE

COMMERCIAL TRENDS & REPORTS

3.51%

17,688 SF

$21.38 PSF

$329.80 PSF

Overall vacancy rate

YTD net absorption

Average asking rent (NNN)

Average sale price

RENTAL RATE TABLE

OVERALL ASKING RENT, $PSF (GROSS)

Average Asking Rent (Gross)

Average Asking Rent (NNN)

Q4 2022

Q4 2023

Year-OverYear %

All Counties

$20.64

$21.38

3.6%E

Sarasota County

$21.13

$21.41

1.3%E

Manatee County

$21.29

$22.64

6.3%E

Charlotte County

$17.51

$19.58

11.8%E

Arrows indicate changes from Q3 2022 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. Average Sale Price: The sale price divided by the rentable square feet of the building.

LAND

MULTI-FAMILY

The median price per square foot/acre of sold parcels for commercial-, industrial- and residential-zoned land in the past 12 months is below:

The tri-county multi-family sector continued to see increased vacancy rates, slower demand for units and decreased rental rates. There are currently over 5,000 units under construction between the three counties, so these statistics are expected to continue in the same direction. Investment activity also slowed in the last quarter of 2023, and there were only 5 multi-family sales in this market area.

OVERALL ASKING RENT, $PSF (GROSS)

Average Asking Rent (NNN)

Q3 2022

Q4 2023

Year-OverYear %

All Counties

$11.96

$12.08

1.0% E

Sarasota County

$13.51

$14.06

4.1% E

Manatee County

$11.64

$11.16

4.1% G

$13.00 $13.00 $12.00 $12.00 $11.00 $11.00 $10.00 $10.00 $9.00 $9.00 $8.00 $8.00 $7.00 $7.00 $6.00 $6.00 $5.00 $5.00 $4.00 $4.00

Charlotte County

FOURTH QUARTER 2023

$11.30

$13.16

16.5% E

OVERALL ASKING RENT, $PSF (GROSS) OVERALL ASKING RENT, $PSF (GROSS)

Commercial Land $11.59 Per Land SF/$505,051 Per Acre Industrial Land $6.50 Per Land SF/ $283,282 Per Acre Residential Land $1.90 Per Land SF/ $82,941 Per Acre *Median price per square foot/acre available for Manatee and Sarasota counties only.

2017 2017

2018 2018

2019 2019

2020 2020

2021 2021

20222022

2023 2023

*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. Data obtained from CoStar, MFCRE, Manatee County Property Appraiser, Sarasota County Property Appraiser.

MULTI-FAMILY Manatee & Sarasota Counties

Charlotte County

Vacancy Rate

10.2%

28.70%

Net Absorption Last 12 months

1632

338

Average Effective Rent/Unit

$1,902

$1,836


FOURTH QUARTER 2023

OFFICE

COMMERCIAL TRENDS & REPORTS

4.0%

38,826 SF

$28.26 PSF

$253.28 PSF

Overall vacancy rate

YTD net absorption

Average asking rent (gross)

Average sale price

RENTAL RATE TABLE

RETAIL

Q4 2022

Q4 2023

Year-OverYear %

All Counties

$26.46

$28.26

6.80%E

Sarasota County

$27.18

$28.82

6.03%E

Manatee County

$25.63

$27.64

7.84%E

Charlotte County

$18.31

$19.61

7.10%E

OVERALL ASKING RENT, $PSF (GROSS) $29.00 $27.00 $25.00 $23.00 $21.00 $19.00 $17.00

2017

2018

2019

2020

2021

2022

2023

Arrows indicate changes from Q3 2022 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. Average Sale Price: The sale price divided by the rentable square feet of the building.

INDUSTRIAL

4.9%

35,700 SF

$12.08 PSF

$151.51 PSF

Overall vacancy rate

YTD net absorption

Average asking rent (NNN)

Average sale price

RENTAL RATE TABLE

COMMERCIAL TRENDS & REPORTS

3.51%

17,688 SF

$21.38 PSF

$329.80 PSF

Overall vacancy rate

YTD net absorption

Average asking rent (NNN)

Average sale price

RENTAL RATE TABLE

OVERALL ASKING RENT, $PSF (GROSS)

Average Asking Rent (Gross)

Average Asking Rent (NNN)

Q4 2022

Q4 2023

Year-OverYear %

All Counties

$20.64

$21.38

3.6%E

Sarasota County

$21.13

$21.41

1.3%E

Manatee County

$21.29

$22.64

6.3%E

Charlotte County

$17.51

$19.58

11.8%E

Arrows indicate changes from Q3 2022 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. Average Sale Price: The sale price divided by the rentable square feet of the building.

LAND

MULTI-FAMILY

The median price per square foot/acre of sold parcels for commercial-, industrial- and residential-zoned land in the past 12 months is below:

The tri-county multi-family sector continued to see increased vacancy rates, slower demand for units and decreased rental rates. There are currently over 5,000 units under construction between the three counties, so these statistics are expected to continue in the same direction. Investment activity also slowed in the last quarter of 2023, and there were only 5 multi-family sales in this market area.

OVERALL ASKING RENT, $PSF (GROSS)

Average Asking Rent (NNN)

Q3 2022

Q4 2023

Year-OverYear %

All Counties

$11.96

$12.08

1.0% E

Sarasota County

$13.51

$14.06

4.1% E

Manatee County

$11.64

$11.16

4.1% G

$13.00 $13.00 $12.00 $12.00 $11.00 $11.00 $10.00 $10.00 $9.00 $9.00 $8.00 $8.00 $7.00 $7.00 $6.00 $6.00 $5.00 $5.00 $4.00 $4.00

Charlotte County

FOURTH QUARTER 2023

$11.30

$13.16

16.5% E

OVERALL ASKING RENT, $PSF (GROSS) OVERALL ASKING RENT, $PSF (GROSS)

Commercial Land $11.59 Per Land SF/$505,051 Per Acre Industrial Land $6.50 Per Land SF/ $283,282 Per Acre Residential Land $1.90 Per Land SF/ $82,941 Per Acre *Median price per square foot/acre available for Manatee and Sarasota counties only.

2017 2017

2018 2018

2019 2019

2020 2020

2021 2021

20222022

2023 2023

*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. Data obtained from CoStar, MFCRE, Manatee County Property Appraiser, Sarasota County Property Appraiser.

MULTI-FAMILY Manatee & Sarasota Counties

Charlotte County

Vacancy Rate

10.2%

28.70%

Net Absorption Last 12 months

1632

338

Average Effective Rent/Unit

$1,902

$1,836


FOURTH QUARTER 2023

Commercial Quarterly State of the Market

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.

Sarasota, Manatee & Charlotte Counties The tri-county commercial market posted consistent market fundamentals through the last quarter of 2023. During this quarter, Industrial and Multi-Family sales had the most sales volume by dollar amount for all the core commercial sectors in the area.

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

The industrial sector’s investment activity has been gradually rising in the past year. Industrial transactions increased by 46%, and market rents rose by 1.0% year over year. However, the vacancy rate continues to rise due to the outpacing of new construction versus the demand. There are currently over 2 million square feet in the pipeline.

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

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

Downtown Sarasota Office

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

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

Commercial Property Management

1605 Main Street, Suite 500, 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

Between Manatee, Sarasota and Charlotte counties, there are currently over 500,000 square feet of retail products under construction. However, most of this new construction space, approximately 80%, is pre-leased. Rent growth is strong in this market, and it is expected to continue to increase in the upcoming years. The Federal Reserve began increasing interest rates in February 2022, 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 into 2024.

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

MS&C Commercial is committed to the goals of our clients and those of the commercial real estate industry.

Palmer Ranch Office

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

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

Drayton Saunders President

Punta Gorda Office

The tri-county office sector is the largest office market in Southwest Florida. The vacancy rates rose to 4.0% this past quarter; however, this rate continues to be one of the lowest office vacancy rates in the state. Like the industrial sector, the investment activity in the office sector has remained stable. The new construction pipeline is mostly focused on medical office developments.

SIGNIFICANT TRANSACTIONS

MS&C COMMERCIAL

Location

Sale/Lease

SF/Acreage

Type

100 S Washington Blvd, Sarasota

Sale

9,768 SF

Office

1602 Market Circle, Port Charlotte

Sale

7,200 SF

Industrial

2802 Tamiami Trail, Port Charlotte

Sale

3,000 SF

Retail

9040 Town Center Parkway, Lakewood Ranch

Lease

? SF

Office

3964 Fruitville Road, Sarasota

Sale

86,274 SF

Land

836 Sunset Lake Blvd, Units 205 & 206, Venice

Lease

3,677 SF

Office

7400 62nd Terrace North, Pinellas Park

Sale

10,000 SF

Special Use

2117 60th Dr E, Bradenton

Lease

4,460 SF

Industrial

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!

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


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