Texas, a dive into 2019 transactions

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Company Stats LAST 3 YEARS STNL

Multi-Tenant

Totals

Year

# of Trans

Total Value

# of Trans

Total Value

# of Trans

Value

2017

42

$112,651,327

21

$184,605,892

63

$297,257,219

2018

41

$101,240,201

21

$74,439,500

62

$175,679,701

2019

48

$136,757,996

31

$106,672,000

79

$243,429,996

25

$97,008,899

Under Contract/In Negotiation

16 More Transactions, $50 Million Less More Transactions, Smaller Dollar Amount

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STNL Transactions - 2019 IN TEXAS

498 Criteria: • Single-Tenant Retail in Texas • Sale Date: 1/1/2019-12/31/2019 • Investment Properties • In 2018 there were 522 trades

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Transactions Per Region STNL

DFW 194 (38.96%)

WEST TEXAS 38 (7.63%)

CENTRAL 27 (5.42%)

EAST TEXAS 27 (5.42%)

AUSTIN 2018

2019

DFW

166

194

Houston

138

100

Austin

41

32

San Antonio

54

46

VALLEY

East

31

27

34 (6.83%)

West

48

38

Central

19

27

Valley

25

34

32 (6.43%)

SA 46 (9.24%)

HOUSTON 100 (20.08%)

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Buyers’ Location STNL WA 9 (1.78%)

NY 12 (2.37%)

PA

IL

NV 9 (1.78%)

CA 129 (26.04%)

CO

MO

3 (0.59%)

NM 3 (0.59%)

9 (1.78%)

3 (0.59%)

OK

3 (0.59%)

OH 3 (0.59%)

NJ 6 (1.18%)

MD 3 (0.59%)

TN 6 (1.18%)

6 (1.18%)

TX 267 (53.85%)

IN

3 (0.59%)

LA 3 (0.59%)

FL 21 (4.14%)

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MT Transactions - 2019 IN TEXAS

312 Criteria: • Multi-Tenant Retail in Texas • Sale Date: 1/1/2019-12/31/2019 • Size: 5,000+ sq ft • Sale Price: $400,000+ • Exclude Bulk Portfolio Sales • In 2018 there were 298 trades

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Transactions Per Region MULTI-TENANT

DFW 111 (35.58%)

WEST TEXAS 18 (5.77%)

CENTRAL 9 (2.88%)

EAST TEXAS EAST TEXAS 19 (5.19%) 9 (2.88%)

AUSTIN 33 (10.58%)

SA 28 (8.97%)

VALLEY 18 (5.77%)

HOUSTON 86 (27.56%)

2018

2019

DFW

105

111

Houston

92

86

Austin

22

33

San Antonio

19

28

East

12

9

West

21

18

Central

12

9

Valley

15

18

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Buyers’ Location MULTI-TENANT WA 1 (0.32%)

MT ID

1 (0.32%)

NY

MI

1 (0.32%)

2 (0.64%)

2 (0.64%)

MO

CA

IL

OH

7 (2.24%)

2 (0.64%)

2 (0.64%)

MD 3 (0.96%)

2 (0.64%)

30 (9.62%)

RI

AZ 2 (0.64%)

TX 248 (79.49%)

AL

GA

7 (2.24%)

2 (0.64%)

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Multi-Tenant Type TRANSACTIONS IN HOUSTON

2018

2019

DELTA

92

86

(6)

$5,553,571

$6,732,432

$1,178,861

Ave Cap Rate

7.62%

7.61%

(0.01%)

Ave Cap Rate at List

7.16%

6.82%

(0.34%)

Delta (List to Sell)

0.46%

0.79%

Ave PSF

$221.40

$231.81

$10.41

Ave Rent PSF

$18.81

$21.23

$2.42

Occupancy

89.07%

92.15%

3.08%

No. of Transactions Ave Price

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STNL Type TRANSACTIONS IN HOUSTON

2018

2019

DELTA

138

100

(37)

$2,961,502

$3,508,209

$546,707

Ave Cap Rate

6.27%

6.32%

(0.05%)

Ave Cap Rate at List

5.90%

6.01%

0.11%

Delta (List to Sell)

0.37%

0.31%

Ave PSF

$488.82

$479.80

($9.02)

Ave Rent PSF

$30.32

$31.31

$0.99

No. of Transactions Ave Price

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Multi-Tenant Type TRANSACTIONS IN AUSTIN/SAN ANTONIO

2018

2019

DELTA

41

61

20

$5,675,573

$8,211,432

$2,535,859

Ave Cap Rate

6.82%

7.04%

0.22%

Ave Cap Rate at List

6.56%

6.58%

0.02%

Delta (List to Sell)

0.26%

0.46%

Ave PSF

$278.85

$263.43

($15.42)

Ave Rent PSF

$24.41

$23.43

($0.98)

Occupancy

93.45%

95.86%

2.41%

No. of Transactions Ave Price

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STNL Type TRANSACTIONS IN AUSTIN/SAN ANTONIO

2018

2019

DELTA

95

78

(17)

$2,756,202

$3,109,763

$353,561

Ave Cap Rate

6.50%

6.46%

0.04%

Ave Cap Rate at List

6.04%

6.01%

(0.03%)

Delta (List to Sell)

0.46%

0.45%

Ave PSF

$499.43

$478.55

($20.88)

Ave Rent PSF

$29.30

$30.22

$0.92

No. of Transactions Ave Price

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Multi-Tenant Type TRANSACTIONS IN DFW

2018

2019

DELTA

105

111

6

$6,903,393

$8,226,248

$1,322,855

Ave Cap Rate

7.48%

7.24%

(0.24%)

Ave Cap Rate at List

6.93%

6.84%

(0.09%)

Delta (List to Sell)

0.55%

0.40%

Ave PSF

$262.17

$309.18

$47.01

Ave Rent PSF

$18.46

$22.67

$4.21

Occupancy

93.54%

94.00%

0.46%

No. of Transactions Ave Price

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STNL Type TRANSACTIONS IN DFW

2018

2019

DELTA

166

194

28

$3,173,413

$3,610,840

$437,427

Ave Cap Rate

6.09%

6.12%

0.03%

Ave Cap Rate at List

5.86%

5.87%

0.01%

Delta (List to Sell)

0.23%

0.25%

Ave PSF

$558.61

$582.43

$23.82

Ave Rent PSF

$32.12

$32.93

$0.81

No. of Transactions Ave Price

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• • • •

STNL Type TRANSACTIONS IN TEXAS STNL Type Auto Parts

Banks

Dollar Stores

Drug Stores

Fast Food

Restaurants

Year

Location Term Guarantor Fundamentals CAP

2017

6.15%

2018

6.50%

2019

6.19%

2017

5.58%

2018

5.57%

2019

6.08%

2017

6.95%

2018

7.07%

2019

7.21%

2017

6.60%

2018

5.76%

2019

6.36%

2017

5.74%

2018

5.95%

2019

5.81%

2017

6.33%

2018

6.50%

2019

6.42%

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Not to be a success, but to be of Value — Albert Einstein


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