net lease research report 2015 q2

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THE NET LEASE MARKET REPORT Q2 2015 NATIONAL ASKING CAP RATES

MARKET OVERVIEW

Cap rates in the second quarter of 2015 for the single tenant net lease retail sector remained unchanged at their historic low rate of 6.40%. Cap rates for the office and industrial sector experienced slight downward movement of 5 and 8 basis respectively. Despite the Ten Year Treasury yield reaching its highest point of 2015 (2.47), investor demand has continued for this asset class. The increased demand in the net lease sector has caused cap rates to remain stable despite the increase in interest rates this quarter.

Q1 2015 (Previous)

Q2 2015 (Current)

Basis Point Change

Retail

6.40%

6.40%

0

Office

7.35%

7.30%

-5

Industrial

7.70%

7.62%

-8

Sector

NUMBER OF PROPERTIES ON THE MARKET

Owners of net lease product have released an increased supply to the market in the second quarter of 2015 in attempt to take advantage of the low cap rate environment. Overall supply of net lease assets was up over 21% in the second quarter, with retail assets leading all sectors at 23%. Even with an increased supply and compressed cap rate levels, bidding for net lease assets has been favorable to sellers. The median asking versus closed cap rate spread for all three sectors (retail, office and industrial) compressed slightly during this quarter.

Sector

Q1 2015 (Previous)

Q2 2015 (Current)

Percentage Change

Retail

2,742

3,372

23.0%

Office

312

371

18.9%

Industrial

307

342

11.4%

As limited opportunities exist for new construction and long term leased properties to investment grade tenants when compared to the investor demand, these assets are commanding the highest prices. Recently constructed Dollar General, PNC Bank and O’Reilly Auto Parts properties experienced cap rate compression of 12, 30 and 12 basis points respectively in the second quarter. Furthermore, McDonald’s ground leased assets continued to achieve the lowest cap rate levels in the sector. With investors carefully monitoring the capital markets for a potential rise in interest rates, pricing for institutional assets ($10 million and greater) will react first as these investors are more sensitive to interest rate fluctuations. Sellers will continue to seek aggressive pricing for their assets as the bidding environment remains competitive; however cap rates should remain near current levels in the near term.

MEDIAN NATIONAL ASKING VS CLOSED CAP RATE SPREAD

Q1 2015 (Previous)

Q2 2015 (Current)

Basis Point Change

Retail

19

18

-1

Office

35

32

-3

Industrial

39

37

-2

Sector

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