2Q'14 NAI Houston Industrial Market Report

Page 1

2Q’14

Industrial Market Report


The Houston Industrial Market Even with a flood of industrial inventory and continued new construction across the city, vacancy is still slightly down from last quarter. With a large amount of new construction on the horizon through the second half of the year, we’ll continue to keep a close eye on vacancy rates to see if inventory catches up with demand. Net absorption of industrial space reached a positive 2,120,817 square feet in the second quarter, but absorption was almost equaled by 2,033,291 square feet of deliveries in 37 newly constructed buildings. The first quarter of 2014, by comparison, saw a net absorption of positive 1,825,186 square feet with a total in deliveries of 3,032,780 square feet. The total Industrial market vacancy rose from a 5.1% low in early-to-mid 2013 to its current level of 5.3% as a result. Flex projects reported a vacancy rate decrease from the end of the first quarter of 0.9%, down to 7.9%, with a year-to-date net absorption of positive 294,389 square feet. Warehouse project vacancy increased from 5.0% to 5.1% over the quarter, as well, with a positive net absorption of 3,651,614 square feet, which was unable to match-up to the new 5.01 million square feet in deliveries year-to-date. Rental rates, on average, have remained unchanged at $5.89 per square foot for the total Industrial market from the end of the first quarter of 2014 to the end of the second quarter of 2014. Asking rents for Warehouse properties averaged $5.51 per square foot over the course of the second quarter. Asking rents for Flex properties averaged $9.12 over the same period. The total Industrial inventory at the end of the second quarter of 2014 stood at 531,113,460 square feet in 17,482 buildings. Contributing to these figures are 482,632,984 square feet of Warehouse space housed in 15,570 buildings, and 48,480,476 square feet of Flex space in 1,912 buildings. Currently under construction in the Houston area are 4,818,651 square feet of Industrial space in 74 buildings. Houston’s market has consistently absorbed 1 to 2 million square feet per quarter. 819,718 square feet, or 17.0%, of the current under construction inventory is preleased.

* The information contained herein has been given to us by sources we deem reliable. We have no reason to doubt its accuracy, however, we do not make any guarantees. All information should be verified before relying thereon. * Source: NAIHouston, CoStar Property®, & U.S. Bureau of Labor Statistics


HOUSTON, T X

The Market

With a slight loss of momentum, 2014 is still showing signs of growth across the U.S. in the second quarter. National unemployment continues to move in a positive direction, as Texas, and New York continue to show record breaking numbers. Now that first quarter’s weather crisis is just a memory and conditions have improved, hiring has taken off again. With an estimated 288,000 jobs added nationally in March across both small and large businesses, overall unemployment rate is down to 6.1%. We continue to see Texas topping the charts across the board. Texas and New York are still the only states that have restored all the jobs lost in the economic downturn, while the rest of the nation is on it’s way to a full recovery. Houston’s economic development has played a significant role in keeping Texas at the top of the economic charts. The Houston Business Cycle Index pins the city’s rate of economic growth at a robust 5.4% as recently as May, a step up from an already strong 5.2% showing one year ago. The Texas unemployment rate is down from last quarter and stands at 5.1%, two points less than the national average and the lowest it has been since November of 2008. Houston’s own unemployment rate equaled the state average, at about 5.6%. A slight increase in recent unemployment numbers has been seen as result of an increase in the size of the labor force, not an increase in job losses. Between April and May, the city’s payroll employment grew at an annualized rate of 5.4%. The biggest percentage gains were in the educational and health services, financial activities and other services industries. These considerations, along with strong job gains in oil and gas, good performance in refining and plastics, and overall positive labor market conditions, imply a healthy economic foundation on which Houston can be expected to grow for some time.

Demand for Industrial Space remains strong in the Houston market even though approximately 2,000,000 SF of new

Economic Outlook

construction was delivered

to the market in the second quarter. A large amount of new construction will

continue to occur through

the rest of 2014 as vacancy rates and rental rates are still attractive to

Industrial Developers.

-Travis Land, SIOR Partner, NAI Houston


Citywide Statistics | For All Classes

2Q13 vs. 2Q14 NET ABSORPTION

VACANCY RATE

CONSTRUCTION

=

ASKING RATES

Absorption 2,500,000 2,000,000 1,500,000 1,000,000 500,000 0

2013 2Q

2013 3Q

2013 4Q

2014 1Q

2014 2Q

Rental Rates $5.95 $5.90 $5.85 $5.80 $5.75 $5.70 $5.65 $5.60 $5.55 $5.50 $5.45

2013 2Q

2013 3Q

2013 4Q

2014 1Q

2014 2Q

Vacancy 6.0% 5.0% 4.0% 3.0% 2.0% 1.0% 0.0%

2013 2Q

2013 3Q

2013 4Q

2014 1Q

2014 2Q


HOUSTON, TX

Industrial

Top Sale for 2014 • Alamo Crossing Commerce – $86,000,000 - $82.08/SF

Select Largest Deliveries for 2014

Select Largest Under Construction Properties

All delivery dates listed are according to current estimates.

• 11810 N Gessner Rd – 441,000 SF, 0% Occupied

• 10565 Greens Crossing Blvd – 600,750 SF, 83% Occupied

• Gessner Road & Beltway 8 – 362,180 SF, 53% Occupied

• 8303 Fallbrook Dr – 400,250 SF, 0% Occupied

• 20710 Hempstead Rd – 362,180 SF, 0% Occupied

• 19802 Imperial Valley Dr – 328,020 SF, 0% Occupied

• 4800 W Greens Rd – 362,180 SF, 0% Occupied

• 8039 Humble Westfield Rd – 250,200 SF, 0% Occupied

• 660 Greens Pky – 350,000 SF, 100% Occupied

• 121 Esplanade Blvd – 244,550 SF, 0% Occupied

• 300 Airtex Dr – 225,360 SF, 0% Occupied

• 3750 Highway 225 – 185,168 SF, 100% Occupied

• 9254 Park South Vw – 193,741 SF, 0% Occupied

• 16245 Port NW – 171,850 SF, 87% Occupied

• 11720 N Gessner Rd – 155,400 SF, 0% Occupied

• 11220 Ella Blvd – 162,780 SF, 0% Occupied

• 400 Century Plaza Dr – 149,760 SF, 0% Occupied

• 13627 W Hardy Rd – 151,339 SF, 100% Occupied

• Greens & Aldine Westfield Rd – 147,112 SF, 0% Occupied

• 11951 Spectrum Blvd – 150,000 SF, 100% Occupied

• 14820 North Fwy – 126,568 SF, 0% Occupied

• 525 Century Plaza Dr – 149,500 SF, 100% Occupied

• JFK/Kennedy Greens Blvd – 120,000 SF, 100% Occupied

• 7330 Langfield Rd – 132,470 SF, 100% Occupied

• 8780 West Rd – 100,275 SF, 100% Occupied

• 16501 Central Green Blvd – 129,143 SF, 81% Occupied

• 9258 Park South Vw – 90,067 SF, 100% Occupied

• 16507 Central Green Blvd – 129,143 SF, 0% Occupied

• 10401 S Sam Houston Pky W – 90,000 SF, 0% Occupied

• 350 Century Plaza Dr – 125,000 SF, 0% Occupied

• 5737 Brittmoore Rd – 86,250 SF, 0% Occupied

• 13615 S Gessner Rd – 123,300 SF, 0% Occupied

• 951 E FM 646 – 67,000 SF, 0% Occupied

• 5737 Brittmoore Rd – 122,500 SF, 100% Occupied

• 22240 Merchants Way – 64,313 SF, 0% Occupied

• 433 Plaza Verde Dr – 120,159 SF, 0% Occupied

• 8790 West Rd – 63,000 SF, 0% Occupied

• 545 Plaza Verde Dr – 120,159 SF, 0% Occupied

• 12550 N Houston Rosslyn Rd – 56,876 SF, 0% Occupied

• 3700 Hwy 225 Rd – 118,500 SF, 57% Occupied

• 3740 Pasadena Fwy – 50,156 SF, 100% Occupied

• 7390 Northcourt Rd – 113,065 SF, 100% Occupied

• 25311 Kingsland Blvd – 31,000 SF, 0% Occupied

• 14646 Kirby Dr – 110,000 SF, 100% Occupied

• Katy Hockley Cutoff & Cla Dr – 30,000 SF, 0% Occupied

• 71 Esplanade Blvd – 106,700 SF, 0% Occupied

• 18430 Kieth Harrow Blvd – 30,000 SF, 0% Occupied • 27603 Commerce Oaks Dr – 27,603 SF, 0% Occupied • 105 Riley Rd – 26,100 SF, 0% Occupied

Recent Lease Transactions Tenant

Qtr.

Building

Size (SF)

Sharps Compliance Corp*

2nd

Park 288 - Bldg. B

Rofson Associates*

2nd

Claymoore Business Park - Bldg. 1

76,140

Elliott Electric Co.

2nd

Carson Commerce Center

67,742

Gas Process Equipment Co.

2nd

11629 N. Houston Rosslyn Rd.

47,500

Microwave Networks Incoporated

2nd

4000 Greenbriar

45,193

Premium Oilfield Technologies

2nd

5727 Brittmoore

39,000

Integrated Drive Systems

2nd

6754 Willowbrook Park

36,592

RL Building Supply, LLC

2nd

8615 North Loop East

36,352

Pentair Valve & Controls, Inc.

2nd

4000 Greenbriar

31,600

ABB, Inc.

2nd

7210 Empire Central Dr.

22,400

Greyston Alloys, LLC

2nd

10531 Fischer

22,000

Texas Pipe & Supply

2nd

6525 Cunningham

22,000

TTS Marine

2nd

14730 Vickery Dr.

14,560

* Renewal

131,406


Submarket Reports Flex Market Statistics Market Austin County Ind

# Blds Total RBA

Total Avail SF

Vacancy YTD Net Under Total Average % Absorption SF Const SF Rate ($/SF/YR)

0

0

0

0.0%

0

0

$0.00

CBD Ind

175

3,752,917

341,437

9.1%

(11,440)

0

$5.78

North Corridor Ind

366

10,552,854

780,621

7.4%

190,657

0

$7.95

Northeast Corridor Ind

65

834,535

59,451

7.1%

(6,552)

0

$8.20

Northwest Corridor Ind

521

15,669,246

1,195,267

7.6%

(70,984)

109,375

$10.06

San Jacinto County Ind

0

0

0

0.0%

0

0

$0.00

Southeast Corridor Ind

203

3,129,611

365,917

11.7%

(22,397)

67,000

$10.61

Southern Corridor Ind

116

2,456,291

243,419

9.9%

15,949

0

$9.28

Southwest Corridor Ind

466

12,085,022

831,919

6.9%

199,156

0

$10.05

1,912

48,480,476

3,818,031

7.9%

294,389

Totals

176,375

$9.12

Warehouse Market Statistics Market Austin County Ind

# Blds Total RBA

Total Avail SF

Vacancy YTD Net Under Total Average % Absorption SF Const SF Rate ($/SF/YR)

23

1,540,395

4,300

0.3%

(2,400)

0

$0.00

CBD Ind

1,941

56,321,837

2,744,045

4.9%

134,586

0

$4.71

North Corridor Ind

2,762

76,323,541

5,916,845

7.8%

1,299,248

1,627,952

$6.23

Northeast Corridor Ind

866

33,495,644

1,037,218

3.1%

(46,270)

10,560

$5.04

Northwest Corridor Ind

3,888

129,524,068

4,644,898

3.6%

1,648,821

2,472,981

$6.35

San Jacinto County Ind

4

34,464

0

0.0%

0

0

$0.00

Southeast Corridor Ind

2,149

81,370,858

5,710,962

7.0%

(72,890)

89,334

$4.57

Southern Corridor Ind

1,784

46,535,138

1,838,966

4.0%

632,975

320,449

$5.00

Southwest Corridor Ind

2,153

57,487,039

2,645,994

4.6%

57,544

121,000

$6.27

15,570 482,632,984

24,543,228

5.1%

3,651,614

4,642,276

$5.51

Totals

Total Industrial Market Statistics Market Austin County Ind

# Blds Total RBA

Total Avail SF

Vacancy YTD Net Under Total Average % Absorption SF Const SF Rate ($/SF/YR)

23

1,540,395

4,300

0.3%

(2,400)

0

$0.00

CBD Ind

2,116

60,074,754

3,085,482

5.1%

123,146

0

$4.81

North Corridor Ind

3,128

86,876,395

6,697,466

7.7%

1,489,905

1,627,952

$6.49

Northeast Corridor Ind

931

34,330,179

1,096,669

3.2%

(52,822)

10,560

$5.11

Northwest Corridor Ind

4,409

145,193,314

5,840,165

4.0%

1,577,837

2,582,356

$6.86

San Jacinto County Ind

4

34,464

0

0.0%

0

0

$0.00

Southeast Corridor Ind

2,352

84,500,469

6,076,879

7.2%

(95,287)

156,334

$4.87

Southern Corridor Ind

1,900

48,991,429

2,082,385

4.3%

648,924

320,449

$5.18

Southwest Corridor Ind

2,619

69,572,061

3,477,913

5.0%

256,700

121,000

$6.94

17,482 531,113,460

28,361,259

5.3%

3,946,003

4,818,651

$5.89

Totals


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The change in occupied space in a given time period.

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S Post Oak Rd

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Long

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Uvalde Rd

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Telephone Rd

Stella Link Rd

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Woodforest Blvd

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Montrose Blvd

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Sublease

Net rentable area considered available for lease; excludes sublease space.

Arrangement in which a tenant Copyright © and (P) 1988–2012 Microsoft Corporation and/or its suppliers. All r Certain mapping and direction data © 2012 NAVTEQ. All rights reserved. The D America are trademarks of Tele Atlas, Inc. © 2012 by Applied Geographic Solu leases rental property to another, and the tenant becomes the landlord to the subtenant.

762

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Farmer Rd

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Boss Gaston Rd

Synott Rd

99

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Washington Ave

San Felipe Rd

Richmond Ave

Patton St

Dr

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Westheimer Rd

Bellaire Blvd

Howell Rd

Old Richmond Rd

Fm 1464 Rd

Fm 723 Rd

Spring-Green Rd

Clodine-Reddick Rd

Beechnut Rd

W 11th St

Memorial

San Felipe St

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SOUTHEAST CORRIDOR IND (5)

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W Mount Houston Rd

W Tidwell Rd

Clay Rd

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West Rd

249

Foley Rd

NORTH CORRIDOR IND (2) De

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Antoine Dr

Huffmeister Rd

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Fairbanks N Houston Rd

West Rd

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Greens Rd Gears Rd

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Methodology | Definitions | Submarket Map

249

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Average Asking Rental Rate Rental rate as quoted from each building’s owner/ management company. For industrial, a NNN basis.

Direct Vacancy Space currently available for lease directly with the landlord or building owner.

Overall Vacancy All physically unoccupied lease space, either direct or sublease.

6

Sublease Space Total square footage being marketed for lease by the tenant.

Sublease Vacancy Space currently available in the market for sublease with an existing tenant within a building acting as the landlord.

r

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Pin


1900 West Loop South, Suite 500 Houston, TX 77027 tel 713 629 0500 www.naihouston.com

2Q’14

Industrial Market Report


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