At a Glance Industrial Q4 2014 en v2.indd

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At a Glance Industrial Q4 2014 en v2.indd
At a glance
INDUSTRIAL & LOGISTICS MARKET REVIEW, POLAND
Q4 2014
MARKET SUMMARY
Continous levels of strong occupier demand also resulted in a large
amount of new completions, bringing annual supply to over 1 million sqm, of which 37% was accounted for by three BTS (built-tosuit) projects delivered for Amazon.com by Panattoni and Goodman
in Wrocław (2) and Poznań regions. At the end of 2014 the total
stock of modern warehouses in Poland reached 8.75 million sqm.
The landlord market is dominated by ProLogis, with 25% of the
stock, followed by Segro with 11% market share. In 2014, new players entered the industrial & logistic market in Poland through portfolio acquisitions, namely Logicor and Hillwood with Logicor already
owning 9% of stock.
Market share of warehouse stock by landlord,
end of 2014
After recording a slight upward trend in the hotspots of Poznań,
Kraków and Tri-City back in the latter part of 2014, no significant
rent fluctuations were recorded in the last quarter of 2014.
The investment market for industrial & logistic assets has also been
very active, pushing the yields down to 7.15-7.25% for prime properties. Investments in warehouse assets traded in 2014 amounted
€707 million, which accounts for 26% of total capital spent on properties last year. For the first time the industrial & logistic sector
overtook retail in terms of volume invested.
Cromwell
(formerly Valad) 2%
Hines 3%
Given a substantial boost in take-up, vacancy rate as of December
2014 fell by 4.6 p.p. to as low as 5.7%, which is the lowest rate of
over a decade. BNP Paribas Real Estate expects this trend to temporarily reverse in the mid-term horizon given the large pipeline
supply planned for coming months.
Hillwood 3%
Panattoni 4%
MLP 4%
Others 28%
P3 Group 5%
Source: BNP Paribas Real Estate
Having achieved over 2.5 million sqm of gross letting activity, 2014
was a record year for industrial and logistic market in Poland. Renegotiations accounted for approximately 30% of transactions.
Goodman 5%
Logicor 9%
Prologis 25%
Segro 11%
MAP OF INDUSTRIAL & LOGISTICS HUBS
& TRANSPORTATION NETWORK
6
Gdańsk
Olsztyn
BNP Paribas Real Estate has divided the industrial & logistics market
into the 7 primary and 4 secondary hubs as marked on the map.
3
Szczecin
2
Bydgoszcz
Gorzów Wlkp.
Białystok
Toruń
4
Poznań
Primary Hubs:
1. Warsaw I & Warsaw II
2. Upper Silesia
3. Central Poland
4. Poznań
5. Wrocław
6. Tri-City
Secondary Hubs:
1. Kraków
2. Bydgoszcz / Toruń
3. Szczecin
4. Rzeszów / Lublin
MAJOR NATIONAL ROADS
HIGHWAYS:
EXISTING
UNDER CONSTRUCTION
PLANNED
EXPRESS ROADS:
1
Warszawa
3
Zielona
Góra
Łódź
5
4
Piotrków
Tryb.
Wrocław
Lublin
EXISTING
UNDER CONSTRUCTION
PLANNED
Opole
2 Katowice 1
Kielce
Kraków
4
Rzeszów
1
AT A GLANCE - INDUSTRIAL & LOGISTICS MARKET REVIEW, POLAND - Q4 2014
PRIMARY HUBS1
Warsaw I & Warsaw II
The largest market in Poland is split into two zones:
Warsaw 1 Hub serves mainly the agglomeration, with some schemes
providing services also to the regions. Many projects within this
hub are let in smaller units when compared to typical out-of-town
logistic parks. It is has experienced a lot of recent letting and reletting activity and records the highest rental rates across Poland.
• Warsaw I – within Warsaw boundaries, holding 7.5% of the market share in terms of supply,
• Warsaw II – within 50 km radius from the city boundaries accounting for 25.9% of market share.
No scheme was delivered in Zone 1 or in Zone II in Q4 2014. In H1
2015 the stock will increase by a further 8,500 sqm in Zone 1 and
26,200 sqm in Zone 2.
The hub benefits from the critical mass of the Warsaw agglomeration, its central location in Poland and convenient transportation
links with other parts of Poland as well as Europe.
Kles
zczo
wa
62
61
Wieliszew
W-WA
RAKÓW
10
9 7
21
8
14
Nieporęt
LEGIONOWO
Czosnów
12
OBW
23
ODNPOŁU
ICA DNIO
WA WA
RSZ
AW
Y (S
2)
Jabłonna
7
13
Łopu
szań
ska
E77
6
AL
.K
RA
KO
W
SK
A
NOWY DWÓR
MAZOWIECKI
N
a
ow
zur
ola
ow
Nar
ew
Pomiechówek
AL
.J
ER
OZ
OL
IM
SK
IE
Ryż
ow
a
WARSAW I
Lotnisko
Warszawa Okęcie
im. Fryderyka Chopina
Szys
zkow
a
KOBYŁKA
ŁOMIANKI
WOŁOMIN
MARKI
5
1
Izabelin C
19 20
16
Stare
Babice
ZIELONKA
18
3
24
11
22
S2
PIASTÓW
A2
Opacz
E30
WARSZAWA
S8
OŻARÓW
MAZOWIECKI
BRWINÓW
E67
ZĄBKI
15
E30
S8
13
7 8
21
9 10
6 14
12 23
2
17
JÓZEFÓW
Janki
PODKOWA
LEŚNA
OTWOCK
79
Lesznowola
Nadarzyn
a
Utrat
E67
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
4
PRUSZKÓW
8
2
PIASECZNO
KARCZEW
KONSTANCIN-JEZIORNKA
7
0
2
4
6
Wisła
E77
8 km
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
Annopol Business Park
Bokserska Distribution Center
City Point
Diamond Business Park Ursus
Distribution Park Annopol
Distribution Park Okęcie
Gate One
Airport House
Ideal Distribution Centre
Ideal Idea III
Kolmet
Krakowska Distribution Center
Łopuszańska Business Park
Manhattan Business
& Distribution Center
Metropol Park Jagiellońska
Norblin Industrial Park
Platan Park
Prologis Park Warsaw II
Prologis Park Warsaw – Żerań
Segro Business Park Warsaw,
Żerań
Space Distribution Center
Ursus Logistic Center
Warsaw Distribution Center
Żoliborskie Centrum BiurowoMagazynowe
1. Supply of over 200,000 sqm
2
AT A GLANCE - INDUSTRIAL & LOGISTICS MARKET REVIEW, POLAND - Q4 2014
KEY INDICATORS AND TRENDS
WARSAW I
WARSAW II
Total existing supply
636,300 sqm
2,197,350 sqm
Under construction*
8,500 sqm
37,100 sqm
Vacancy rate
Rent range
13.3%
7.3%
€3.40-5.00 per sqm/month
€2.50-3.20 per sqm/month
* As of December 2014
Świercze
WARSAW II
Nowe
Miasto
Płońsk
Dzierzążnia
Winnica
Pokrzywnica
Zatory
61
Nasielsk
Joniec
50
J. Zegrzyńskie
62
7
W kra
Załuski
Naruszewo
E77
85
Zakroczym
62
Czerwińsk
nad Wisłą
Na
rew
62
Dąbrówka
Wieliszew
NOWY DWÓR
MAZOWIECKI
Leoncin
Czosnów
Jabłonna
Bzura
Kampinos
ra t
a
Ożarów
Teresin
Pisia
50
Baranów
Wiskitki
A2
Podkowa
Leśna
8
E30
41
GRODZISK
MAZOWIECKI
Radziejowice
Puszcza
Mariańska
22
34
MSZCZONÓW
Wiązowna
Józefów
Raszyn
24
79
5
30
28
43
14
Rawka
29
Karczew
Góra
Kalwaria
Tarczyn
7
Prażmów
50
2
Sobienie-Jeziory
Chynów
GRÓJEC
1
Biała
Rawska
Konstancin-Jeziorna
9 10
Kowiesy
Nowy
Kawęczyn
OTWOCK
PIASECZNO
3
S8
50 Pniewy
WARSZAWA
13
E77
Żabia
Wola
2
Wisła
ŻYRARDÓW
E67
E30
Lesznowola
Nadarzyn
Utrata
Jaktorów
70
Sulejówek
Mazowiecki S8
12
15
32 23 6
21
25
31 42 26 40 20
17
39
19
Błonie
27 44 18
Pruszków
4 7
37
Brwinów
33 38
Milanówek
16
36
Stare
Babice
Leszno
ior
ka
92
Ut
Zielonka
Belsk
Duży
79
S7
41.
Pil
ica
Sadkowice
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
Warka
Regnów
Cielądz
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
38.
39.
40.
Jasieniec
Błędów
Rawa
Mazowiecka
9.
10.
11.
Ząbki
Jez
SOCHACZEW
35
WOŁOMIN
Izabelin C
1.
2.
3.
4.
5.
6.
7.
8.
Kobyłka
ŁOMIANKI
Młodzieszyn
Klembów
Radzymin
Marki
Brochów
S8
11
Nieporęt
LEGIONOWO
Wyszogród
Bug
Serock
Pomiechówek
Somianka
Goszczyn
E77
0
5
10
Grabów
nad Pilicą
15
20 km
42.
43.
44.
AB Logistyka
Atlantic
Altmaster Wola Mrokowska
Altmaster Pęcice
Altmaster Piaseczno
Błonie Business Park
Diamond Business Park Raszyn
(planned)
Distribution Park Grodzisk
Mazowiecki
Good Point Puławska I
Good Point Puławska II, III
Goodman Warsaw Logistics
Centre (planned)
Logicor Błonie
Logicor Łazy
Logicor Piaseczno
Logicor Święcice
Logicor Teresin
Metropol Park Błonie
MLP Pruszków I
MLP Pruszków II
Ożarów Logistic Center
P3 Błonie
P3 Mszczonów
Panattoni Park Błonie
Panattoni Park Garwolin
Panattoni Park Ożarów I, II
Panattoni Park Pruszków
Panattoni Park Pruszków II
(planned)
Piaseczno Business Park
Point of View Kawęczyn
Point of View Piaseczno
Prologis Park Błonie
Prologis Park Błonie II
Prologis Park Janki
Prologis Park Nadarzyn
Prologis Park Sochaczew
Prologis Park Teresin
Pruszkowskie Centrum
Dystrybucyjne
Raszyn Business Park
Reguły Logistic Park
Segro Business Park Warsaw,
Ożarów
Segro Logistics Park Warsaw,
Nadarzyn
Segro Logistics Park Warsaw,
Pruszków
Techniczna Industrial Park
WAN Pruszków
3
AT A GLANCE - INDUSTRIAL & LOGISTICS MARKET REVIEW, POLAND - Q4 2014
Upper Silesia
The Upper Silesian Hub with 17.6% of the market share in terms of
total stock continues to hold the second position in terms of stock.
In the last quarter the market expanded by 51,700 sqm with Goodman Sosnowiec Logistics Centre and MLP Bieruń to name a few.
A further 122,400 sqm is currently under construction.
Due to balanced vacancy rate, which decreased by 0.5 p.p. over the
last quarter, rents have remained flat over the course of the last
few quarters and the situation is unlikely to change in the mid-term
horizon.
Benefiting from an excellent transportation network, including A4
and A1 motorways running across the region, proximity to Southern
and Western borders of Poland, as well as a substantial manufacturing base and large consumer market, the Hub has attracted key
players, who have developed logistic parks along the main transport corridors.
KEY INDICATORS AND TRENDS
Total existing supply
1,539,950 sqm
Under construction*
122,400 sqm
Vacancy rate
* As of December 2014
Kochanowice
Lubliniec
Poraj
29
Kamienica
Polska
Boronów
Starcza
Koszęcin
Kolonowskie
J. Porajskie
Żarki
Zawadzkie
M
Koziegłowy
anew
Krupski
Młyn
Jemielnica
Woźniki
11
ta
ar
W
aP
€2.50-3.20 per sqm/month
Podczesna
Pawonków
ał
7.7%
Rent range
Demand remains strong within the area with occupiers recruiting
mainly from 3PL, manufacturing and FMCG companies.
46
SILESIA
UPPER SILESIA
E75
Kalety
MYSZKÓW
1
Tworóg
Strzelce
Opolskie
Miasteczko Śl.
Toszek
Radzinków
94
40
E40
Rudziniec
28
ZABRZE
3
26
3
GLIWICE
A4
Sośnicowice
A1
88
RUDA ŚL.
KNURÓW
Jankowice
Radlin
WODZISŁAW
ŚLĄSKI
ŻORY
Mszana
Godów
PSZCZYNA
Miedźna
Przeciszów
Brzeszcze
Polanka
Wielka
Goczałkowice-Zdrój Wisła
18
17
Osiek
Wilamowice
Bestwina
CZECHOWICE-DZIECICE
Zebrzydowice
Á
OŚWIĘCIM
Soła
Strumień
Chybie
67
Libiąż
Chełmek
Bojszowy
J. Goczałkowickie
Bohumín
ORLOVÁ
Chełm Śl.
44
Bieruń
A4 E40 E462
E462
JASTRZĘBIEPawłowice
-ZDRÓJ
A1
31 Lędziny
27 16 15
E40
E75
Kobiór
Suszec
Pszczynka
78
Gorzyce
m
S1 Imielin
TYCHY
Marklowice
94
S1
KATOWICE
Rydułtowy
Pszów
6
SOSNOWIEC
20
S86
9
30
JAWORZNO
MYSŁOWICE
14
10
Łaziska G.
Wyry
81
RYBNIK
4
11
21 5
2 1
86
Jejkowice
Gaszowice
23
a
sz
J. Rybnickie
Lyski
DĄBROWA G.
ze
CZERWIONKA-LESZCZYNY Orzesze
A1
Nędza
44
86
1.
2.
3.
4.
5.
6.
7.
8.
9.
Pr
Ormontowice
Ruda
7
Wojkowice
CHORZÓW
24
Kłodnica
Gierałtowice
Psary
PIEKARY ŚL.
11
19 ŚWIĘTOCHŁOWICE
13 12
22
Pilchowice
Kuźnia
Raciborska
Bobrowniki
BYTOM
78
8
S1
ica
40
Siewierz
78 Mierzącice
A1
Bry n
Zbrosławice
Pyskowice
Ujazd
Ożarowice
Świerklaniec
Prze s
m
94
25
Poręba
78
a r na
TARNOWSKIE
GÓRY
Cz
Wielowieś
za
Warmątowice
88
Kęty
1
BIELSKO0
5
-BIAŁA
K
10
52
15
Wieprz
20 km
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
Alliance Silesia Logistics Center
Centrum logistyczne Milowice
Diamond Business Park Gliwice
Distribution Park Będzin
Distribution Park Sosnowiec
DL Invest Park Dąbrowa
Górnicza (planned)
DL Invest Park Psary / Czeladź
(planned)
Goodman Gliwice Logistics
Centre (planned)
Goodman Sosnowiec Logistics
Centre
Górnośląski Park Przemysłowy
Logicor Czeladź
Logicor Gliwice I
Logicor Gliwice II
Logicor Mysłowice
MLP Bieruń
MLP Tychy
Panattoni Park Bielsko-Biała
Panattoni Park Bielsko-Biała II
Panattoni Park Gliwice II
Panattoni Park Sosnowiec
Prologis Park Będzin II
Prologis Park Chorzów
Prologis Park Dąbrowa
Prologis Park Ruda (planned)
Prologis Park Ujazd (planned)
Segro Business Park Gliwice
Segro Industrial Park Tychy
Segro Logistics Park Gliwice
Silesia Logistic Park
Śląskie Centrum Logistyczne
Terminal Logistyczny Promont
Tychy
4
AT A GLANCE - INDUSTRIAL & LOGISTICS MARKET REVIEW, POLAND - Q4 2014
Poznań
The Poznań Hub with over 199,000 under construction remains to
be the most active region in terms of development activity. The region overtook Central Poland as the third largest hotspot in terms
of overall stock, which exceeded 1.2 million sqm at the end of 2014.
Poznań region expanded for example by Goodman Konin BTS or the
next phase of Clip Poznań.
KEY INDICATORS AND TRENDS
Total existing supply
1,204,100 sqm
Under construction*
199,050 sqm
0.9%
Vacancy rate
€2.60-3.75 per sqm/month
Rent range
Continous high level of new supply is balanced with high demand,
which pushed vacancy down to the record low of 0.9%, the lowest
in Poland. Prime headline rents remained flat at €3.75 per sqm/
month.
POZNAŃ
POZNAŃ
* As of December 2014
11
Lubasz
WĄGROWIEC
Ryczywół
Połajewo
Wronki
Rogoźno
Obrzycko
Mieścisko
Sroki
Oborniki
Ostroróg
Kłecko
Wa
rta
Szmotuły
Kiszkowo
Murowana
Goślina
11
Rokietnica
Tarnowo
Podgórne
Duszniki
M
Łubowo
Kaźmierz
92
15
19
20
7
SWARZĘDZ
S11
14
Dopiewo
Buk
12
Opalenica
Stęszew
32
Puszczykowo
Kleszczewo
10
16
9
3
11
Dominowo
4
E261
A2
E30
Kórnik
5
Mosina
Kamieniec
Czerniejewo
Nekla
Środa
Wielkopolska
11
Miłosław
W arta
Granowo
22 8
13
17
E261
Kostrzyn
92
2
POZNAŃ
21
23 18
Komorniki
Grodzisk
Wielkopolski
S5
1
6
E30
Pobiedziska
Czerwonak
5
og
il
ca
ni
A2
Suchy
Las
15
Czempiń
Zaniemyśl
11
Brodnica
ŚREM
Kościan
Nowe
Miasto
n. Wartą
Krzykosy
Książ
Wielkopolski
Śmigiel
E261
5
Lipno
Dolsk
Krzywiń
Jaraczewo
0
5
12
10
JAROCIN
15
20 km
15
1. Centrum Magazynowe Bugaj
2. Clip – Centrum Logistyczno
Inwestycyjne Poznań
3. Distribution Park Gądki
4. Doxler
5. Goodman Poznan II Logistics
Centre
6. Goodman Poznań Airport
Logistics Centre (planned)
7. Goodman Poznań Logistics
Centre
8. Logicor Poznań I
9. Logicor Poznań II
10. Logicor Poznań III
11. Logit
12. Luvena Logistic Park Poznań
13. MLP Poznań
14. MLP Poznań Zachód
15. Nickel Technology Park Poznań
16. P3 Poznań
17. Panattoni Park Poznań III
18. Panattoni Park Poznań IV
(planned)
19. Prologis Park Poznań I
20. Prologis Park Poznań II
21. Prologis Park Poznań III
(planned)
22. Segro Logistics Park Poznań,
Gądki
23. Segro Logistics Park Poznań,
Komorniki
5
AT A GLANCE - INDUSTRIAL & LOGISTICS MARKET REVIEW, POLAND - Q4 2014
Wrocław
The Wrocław Hub has been very active over the last quarters both
in terms of supply as well as demand. The region benefits from
proximity of A4 motorway allowing excellent links with Germany
and south of Europe.
KEY INDICATORS AND TRENDS
Total existing supply
1,186,400 sqm
Under construction*
29,300 sqm
The total industrial & logistic stock amounted 1.2 million sqm at the
end of 2014, boosted by Goodman Wrocław South Logistics Centre
and Panattoni Wrocław BTS Amazon.
Vacancy rate
The vacancy rate in Wrocław Hub stood at 2.3%, down by 2.8 p.p.
since September. Rents have remained flat despite drop in availability.
* As of December 2014
WROCŁAW
2.3%
Rent range
€2.60-3.30 per sqm/month
Wąsosz
Jemielno
Milicz
Wińsko
36
WROCŁAW
Żmigród
Krośnice
15
S5
Prusice
Twardogóra
Wołów
Zawonia
Trzebnica
Oborniki Śl.
Brzeg
Dolny
25
Wisznia
Mała
Odra
Malczyce
Dobroszyce
S8
5
Miękinia
E261
19
94
Środa
Śląska
A8
go
rze
St
E40
14
18 4
1
m
8
16
13
9 7
17 5
A1 Kostomłoty
Kąty
Wrocławskie
12
5
11
ka
OLEŚNICA
2
Długołęka
BIerutów
WROCŁAW
3
Czernica
10
6
Siechnice
A4
15
94
ra
O
w
Żórawina
J. Mietkowskie
8
Żarów
35
Lubsza
E40
Jordanów
Śląski
ŚWIDNICA
Borów
5.
Domaniów
BRZEG
Skarbimierz
Osiedle
Wiązów
Łagiewniki
Strzelin
94
39
a
Oła
w
E40
Niemcza
Pieszyce
Grodków
BIELAWA
Piława
Górna
8
Ciepłowody
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
Olszanka
A4
Kondratowice
DZIERŻONIÓW
1.
2.
3.
4.
a
OŁAWA
E67
Marcinowice Sobótka
Jelcz-Laskowice
Od
ła
S8
Kobierzyce
Mietków
S8
E67
Przeworno
0
5
10
15
20 km
18.
19.
Distribution Park Wrocław
Eurologis
Gazowa Industrial Park
Goodman Wrocław East
Logistics Centre
Goodman Wrocław South
Logistics Centre
Panattoni Park Wrocław I
Panattoni Park Wrocław II
Panattoni Park Wrocław III
Panattoni Park Wrocław IV
(planned)
Prologis Park Wrocław I
Prologis Park Wrocław III
Prologis Park Wrocław IV
Prologis Park Wrocław V
Segro Industrial Park Wrocław
Skalski Logisitic Park
Tiner Logistic Park
Wrocław Bielany Business Park
(planned)
Wrocław Business Park
VATT Invest Wrocław
6
AT A GLANCE - INDUSTRIAL & LOGISTICS MARKET REVIEW, POLAND - Q4 2014
Central Poland
Being located close to A2 and A1 motorway junctions is the key advantage of the Hub, attracting both developers as well as occupiers.
Rents have moved up by €0.25 over the last quarter and should
remain stable in the short-term.
Due to no completions, Central Poland Hub lost its third position
and currently is the fifth largest hotspot for industrial & logistics
stock in Poland having 13.1% market share and over 1.45 million
sqm.
KEY INDICATORS AND TRENDS
Take-up of space in the Central Poland Hub has increased substantially over the course of last quarters, decreasing vacancy rate from
11.1% in September 2014 to 2.1% at end of 2014. This is a record fall
in availability of industrial & logistic space ever recorded.
45,500 sqm
Nowa
Sucha
Mr
og
a
a
Nieborów
14
Bolimów
a
E30
A2
Domaniewice
Łyszkowice
SKIERNIEWICE
Głowno
Maków
70
Dmosin
Stryków
E30
71
1
72
Lipce
Reymontowskie
20
6 17
ur
a
Aleksandrów
Łódzki
Lutomiersk
Rogów
71
Konstantynów
Łódzki Ner
S14
5
2
PABIANICE
Dobroń
72
12 18
11
3 13
9
4
19 A1
Andrespol
Żelechlinek
Budziszewice
Rzgów
Brójce
Rokiciny
Czerniewice
Lubochnia
Będków
Tuszyn
órk a
olb
Moszczenica
12
Rzeczyca
E68
Ujazd
48
TOMASZÓW
MAZOWIECKI
Inowłódz
Pili c a
Wolbórz
a
bi
A1 91
Grabica
S8
W
1
Dłutów
Zelów
Rawa
Mazowiecka
Koluszki
Czarnocin
G ra
7
16
Głuchów
Brzeziny
E75
14
10
8
15
8
E67
ka
aw
id
1
E75
Rozprza
91
Sławno
Mniszków
ża
Sulejów
Opoczno
12
44
cią
Lu
74
Paradyż
Pilica
W
Wola
Krzysztoporska
11.
PIOTRKÓW
TRYBUNALSKI
14
BEŁCHATÓW
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
J. Sulejowskie
Drużbice
Kluki
Jeżów
Ksawerów
71
Nowy
Kawęczyn
n
72
ŁÓDŹ
72
er
Ski
Słupia
ZGIERZ
Bz
Godzianóww
ka
A2
ie
Parzęczew
R awka
Ozorków
Bzur
70
Bielawy
M o szczenic
91
92
ŁOWICZ
50
ka
Raw
Góra
św. Małgorzaty
€1.80-3.25 per sqm/month
Chąśno
Piątek
A1
2.1%
Rent range
Bzura
Łęczyca
E75
Under construction*
* As of December 2014
Zduny
Witonia
1,145,100 sqm
Vacancy rate
92
CENTRAL POLAND
CENTRAL POLAND
Total existing supply
Cza
rn
0
Białaczów
a
5
Aleksandrów
10
Żarnów
15
20 km
12.
13.
14.
15.
16.
17.
18.
19.
20.
Diamond Business Park Stryków
Goodman Łódź Logistics Centre
Logicor Łódź
Logicor Łódź II
Logicor łódź III
Logicor Stryków
Logis
Logistic City – Piotrków
Distribution Centre
Łódź Business Park
P3 Piotrków Europolis Park
Poland Central
Panattoni Park Business Center
Łódź
Panattoni Park Business Center
Łódź II
Panattoni Park Łódź East
Prologis Park Piotrków I
Prologis Park Piotrków II
Prologis Park Rawa
Prologis Park Stryków
(planned)
Segro Business Park Łódź
Segro Logistics Park Łódź
Segro Logistics Park Stryków
7
AT A GLANCE - INDUSTRIAL & LOGISTICS MARKET REVIEW, POLAND - Q4 2014
Tri-City
Located close to the sea (Deep Container Terminal in Gdańsk) and
A1 motorway connection with south of the country, provides a good
ground for development of this industrial and logistics hub in the
Tri-City area.
KEY INDICATORS AND TRENDS
The total stock of Tri-City Hub reached 245,000 sqm with a further 66,400 sqm under construction, which in relation to its current
stock, is relatively high.
TRI-CITY
Total existing supply
245,000 sqm
Under construction*
66,400 sqm
Vacancy rate
5.0%
Rent range
€2.80-3.50 per sqm/month
* As of December 2014
Vacancy rate has shrunk from 6.4% to 5.0% in Q4 2014.
TRI-CITY
Władysławowo
Krokowa
J. Żarnowieckie
Puck
Jastarnia
Gniewino
Zatoka
Pucka
Re d a
6
Reda
E28
Hel
WEJHEROWO
Kosakowo
RUMIA
Luzino
4
9
GDYNIA
S6
Z a t o k a
G d a ń s k a
Szemud
SOPOT
E28
20
Przodkowo
KARTUZY
10
Żukowo
7
Somonino
Kolbudy
S7
unia
Rad
11
Stegna
w
a
Sztutowo
E77
Cedry
Wielkie
7 PRUSZCZ
GDAŃSKI
sł
W
Przywidz
7
Nowy Dwór
Gdański
Ostaszewo
a
20
rt
ła
is
J. Raduńskie
Dln.
8
5
1
2
W
3
a
M
Chmielno
GDAŃSK
6
i
Suchy Dąb
Trąbki
Wielkie
Pszczółki
Nowa
Karczma
Nowy
Staw
91
Lichnowy
E75
ga
No
A1
Skarszewy
TCZEW
t
55
Liniewo
22
22
MALBORK
Sulkowy
Stara Kiszewa
22
Zblewo
STAROGARD
GDAŃSKI
Miłoradz
55
91
0
5
10
SZTUM
15
20 km
Stary
Targ
1. Centrum Logistyczne Gdańsk
Kowale I
2. Centrum Logistyczne Gdańsk
Kowale II
3. Centrum Logistyczne Gdańsk
Kowale III
4. Centrum Magazynowe Hutnicza
5. Diamond Business Park Gdańsk
(planned)
6. Goodman Pomeranian Logistics
Centre
7. Logistic Center Pruszcz Gdański
8. Panattoni Park Gdańsk
9. Port Gdynia Logistic Centre
10. Prologis Park Gdańsk
11. Segro Logistics Park Gdańsk
8
AT A GLANCE - INDUSTRIAL & LOGISTICS MARKET REVIEW, POLAND - Q4 2014
SECONDARY HUBS2
Kraków
Despite high demand for logistics space for the Kraków Hub, which
has been confirmed by continuous low level of vacancy rates, the
market has not been developing fast and lags behind the Primary
Hub league.
KEY INDICATORS AND TRENDS
KRAKÓW
Total existing supply
196,700 sqm
Under construction*
24,700 sqm
As a result of lack of balance between supply and demand, rents in
Kraków Hub belong to the highest rates in Poland with the tendency
to grow. The situation will continue in the mid-term horizon.
Vacancy rate
Vacancy dropped from 2.9% recorded in Q3 to 1.5% at the end of Q4
2014. The planned delivery of 24,700 sqm over the next months will
put Kraków region on the list primary industrial & logistics hubs.
* As of December 2014
1.5%
Rent range
€3.50-4.00 per sqm/month
Ogrodzieniec
KRAKÓW
Pilica
Książ
Wielki
7
Słaboszów
E77
Wolbrom
Charsznica
Działoszyce
Miechów
Klucze
Czarnocin
Gołcza
Racławice
Trzyciąż
Pałecznica
Sułoszowa
Radziemice
94
Bukowno
Iwanowice
Włościańskie
Jerzmanowice
Trzebinia
79
CHRZANÓW
A4
Babice
E40
Zabierzów
5
Alwernia
Spytkowice
KRAKÓW
Skawina
a
aw
Sk
52
Mucharz
A4
J. Dobczyckie
Sułkowice
75
BOCHNIA
Nowy
Wiśnicz
Raba
Łapanów
Lipnica
Murowana
Raciechowice
Trzciana
Myślenice
Żegocina
Wiśniowa
Budzów
Maków
Podhalański
S kawa
Stryszawa
4
Dobczyce
E77
Rzezawa
E40
Gdów
S7
Laskowa
Jodłownik
Pcim
Sucha
Beskidzka
Kłaj
1
Siepraw
Świnna
Poręba (bud.)
Zembrzyce
75
Niepołomice
Świątniki
Górne
Lanckorona
Stryszów
7
Wieliczka
Mogilany
7
Kalwaria
Zebrzydowska
3
8
79
Tomaszkowice
6
28
Tomice
Wadowice
Drwina
Wisła
44
Brzeźnica
Wawrzeńczyce
2
Czernichów
Nowe
Brzesko
Zielonki
9
Liszki
Proszowice
Luborzyca
S7
E462
Koniusza
Michałowice
Wielka
Wieś
Krzeszowice
Kazimierza
Wielka
Słomniki
Skała
ba
OLKUSZ
Ra
Bolesław
Skalbmierz
Tokarnia
Tymbark
Limanowa
Dobra
28
Lubień
Zawoja
Bystra
Mszana
Dolna
Jordanów
28
Rabka-Zdrój
Niedźwiedź
28
Słopnica
0
5
10
Łukowica
15
20 km
1. Centrum Logistyczne Kraków
Kokotów
2. Centrum Logistyczne Kraków I
3. Centrum Logistyczne Kraków II
4. Centrum Logistyczne Kraków III
(planned)
5. Goodman Kraków Airport
Logistics Centre
6. MARR Business Park
7. MK Logistic
8. Panattoni Park Kraków
9. Witek AirPort Logistic Centre
2. Supply up to 200,000 sqm
9
AT A GLANCE - INDUSTRIAL & LOGISTICS MARKET REVIEW, POLAND - Q4 2014
Rzeszów / Lublin
The Rzeszów-Lublin Hub has been gaining in importance due to the
fact that these are the last industrial and logistic spots at the EU
border. The majority of the stock, estimated at nearly 160,000 sqm,
is built-to-suit. Still the region has the second highest vacancy rate
in Poland, which stood at 12.6% at the end of 2014.
Total existing supply
158,900 sqm
Under construction*
20,800 sqm
Due to increasing vacancy rate, rents have fallen by €0.25 over the
last quarter and should remain stable in the mid-term horizon.
Rent range
KEY INDICATORS AND TRENDS
RZESZÓW / LUBLIN
Vacancy rate
12.6%
€3.00-3.50 per sqm/month
* As of December 2014
LUBLIN
S17
Kurów
12
Końskowola
Markuszów
W
Niemce
Spiczyn
Garbów
17
Puchaczów
Jastków
str
By
Łęczna
Jakubowice
Murowane
ca
zy
LUBLIN
Nałęczów
Cyców
82
Wąwolnica
1
2
Wojciechów
Mełgiew
Milejów
S17
ŚWIDNIK
Konopnica
Poniatowa
12
S12
Bełżyce
Ch
Ludwin
iep
rz
od
elk
a
Piaski
Niedrzwica
Duża
Chodel
Jabłonna
5
10
Fajsławice
15
20 km
Łopiennik
Borzechów
RZESZÓW
Koprzywnica
Rytwiany
STALOWA
WOLA
Grąbów
isł
Łoniów
1. Centrum Logistyczne
Mełgiewska
2. MLP Lublin
TARNOBRZEG
a
Staszów
W
Szydłów
0
Trawniki
Osiek
Tuczępy
Łęg
Baranów
Sandomierski
Oleśnica
79
73
Pacanów
9
Gawłuszowice
Borowa
Majdan
Królewski
Tuszów
Narodowy
Wisł o k
isła
W
Bojanów
Nowa
Dęba
Padew
Narodowa
Połaniec
Łubnice
rw
a
a
y
Raniżów
Dzikowiec
Kolbuszowa
Niwiska
Radomyśl
Wielki
Przecław
Głogów
Małopolski
Dąbrowa
Tarnowska
Pustków
3
A4
73
Żyraków
Lisia
Góra
Trzebownisko
7
Iwierzyce
0
5
4
Boguchwała
E40
Pilzno
RZESZÓW
Ropczyce
Zalew
5
Czudec
10
15
9
20 km
ok
4
DĘBICA
is ł
Skrzyszów
6
Sędziszów
Młp.
Świlcza
Czarna
TARNÓW
Ostrów
W
Radgoszcz
rz
E371
MIELEC
Wadowice
Górne
P
Cmolas
Szczucin
Tyczyn
3. Centrum Logistyczne Rogoźnica
4. Korczowa Logistic Park
(planned)
5. Omega Pilzno
6. Panatonni Park Rzeszów
(planned)
7. Skalski Logistic Park Podgrodzie
10
AT A GLANCE - INDUSTRIAL & LOGISTICS MARKET REVIEW, POLAND - Q4 2014
Toruń / Bydgoszcz
Panattoni and Goodman are the most active players within Toruń/
Bydgoszcz Hub, which remains the second smallest industrial and
logistics market in Poland. The trend is likely to continue for the
upcoming year.
KEY INDICATORS AND TRENDS
Br
The region continues to struggle with high vacancy, which was further inflated to 32.3% at the end of 2014. Therefore the hub offers
very competitive rental rates. In the foreseeable future, no significant change is expected.
TORUŃ / BYDGOSZCZ
–
32.3%
€2.60-2.80 per sqm/month
Rent range
* As of December 2014
Papowo
Biskupie
A1
Chełmża
Osielsko
E75
Kowalewo
Pomorskie
Dąbrowa
Chełmińska
Łubianka
Białe
Błota
2
S5
na
Ka tec
No
E261
101,100 sqm
Under construction*
Vacancy rate
Unisław
10
5
Total existing supply
Dobrcz
Sicienko
BYDGOSZCZ
TORUŃ / BYDGOSZCZ
ł
80
S5
4
Zławieś
Wielka
1
Solec
Kujawski
ki
TORUŃ
10
Wielka
Nieszawka
Nowa Wieś
Wielka
25
eć
Not
Barcin
5
Łysomice
S10
Łabiszyn
15
80
Obrowo
Wisła
Gniewkowo
Złotniki
Kujawskie
Drwęca
S10
Mała
Nieszawka
Rojewo
3
Lubicz
Dolny
0
15
5
Aleksandrów
Kujawski
10
15
20 km
Ciechocinek
1. Bydgoski Park TechnologicznoPrzemysłowy
2. Logistic and Business Park
Bydgoszcz
3. Diamond Business Park Toruń
(planned)
4. Goodman Toruń Logistics
Centre
5. Panattoni Park Toruń
Szczecin Hub
The Szczecin Hub has been developing slowly, holding the smallest market share of all the industrial and logistics hubs across Poland. Recent activity was limited to completion of the next phase of
North-West Park, which were successfully leased.
KEY INDICATORS AND TRENDS
SZCZECIN
Total existing supply
73,350 sqm
Under construction*
42,550 sqm
It should be noted that Szczecin Hub has no space available for
immediate lease.
Vacancy rate
0%
€2.80-3.50 per sqm/month
Rent range
* As of December 2014
Osina
Odra
POLICE
2
104
Brüssow
13
Kołbaskowo
10
Gryfino
10 Kobylanka
STARGARD
SZCZECIŃSKI
S10
J.
Stare Miedwie
Czarnowo
S3
E65
h
Stara
Dąbrowa
E65
20
E28
2
Gartz
1
nia
Pło
Penkun
Małe
Dąbie
Maszewo
31
Odr
aZ
ac h
.
A6
E28
S3
S6
SZCZECIN
10
ow
nd
Ra
E28
J. Dąbie
Dobra
Goleniów
Ina
SZCZECIN
0
Ina
5
10
15
20 km
1. North-West Logistic Park
2. Prologis Park Szczecin
11
AT A GLANCE - INDUSTRIAL & LOGISTICS MARKET REVIEW, POLAND - Q4 2014
List of major letting transactions in 2014
Tenant
Scheme
Hub
Area leased (sqm)
Millenium Logistic Park Poznań Zachód
Poznań
53,800
New
ID Logistic
P3 Mszczonów
Warsaw II
46,200
New
Carrefour
Distribution Park Będzin
Upper Silesia
45,800
Renegotiation
BTS Bielsko-Biała
Upper Silesia
45,000
BTS
MLP Pruszków
Warsaw II
41,500
BTS
Czerwona Torebka
GE
Merlin.pl
Type of lease
Polo Market
Goodman Konin
Poznań
39,700
BTS
Confidential
Logistic City Piotrków Trybunalski
Central Poland
40,000
New
Procter & Gamble
Viva group
Prologis Park Sochaczew
Warsaw II
37,900
Renegotiation
Prologis Park Teresin
Warsaw II
34,000
Renegotiation
Rhenus
CLIP
Poznań
30,800
New
Geodis
Distribution Park Wrocław
Wrocław
22,200
New
Selected completions in 2014
Project
Hub
Developer
Area (sqm)
Goodman Wrocław South Logistics
Wrocław
Goodman
123,500
BTS Amazon Wrocław
Wrocław
Panattoni
123,000
BTS Amazon Poznań
Poznań
Panattoni
123,000
Goodman Konin Logistics Centre
Poznań
Goodman
39,700
Prologis Park Wrocław V
Wrocław
Prologis
27,000
BTS Home & You Gdańsk Kowale III
Tri-City
7R Logistic
20,700
List of major investment transactions in 2014
Seller
Price (€ million)
Warehouse portfolio
Project
Łódź, Wrocław, Gdańsk
Location
Purchaser
PZU FIZ
Panattoni
€140.0
Warehouse portfolio
Poznań, Stryków, Mysłowice
Logicor
Standard Life
€118.2
Warehouse portfolio
Pruszków, Łódź, Poznań
Segro
Tristan Capital Partners
€100.0
Warehouse portfolio
Błonie, Czeladź, Gliwice, Kraków, Łazy
Logicor
Pramerica / Panattoni
€80.0
Warehouse portfolio
Błonie, Wrocław
Hillwood
Standard Life
€70.0
Tesco warehouse
Gliwice
ProLogis
Invesco
€48.0
Żerań Park
Warsaw
ProLogis
Heitman
€34.0
Ideal Idea I - III
Warsaw
CBRE GI
BPH TFI
€32.0
Source: BNP Paribas Real Estate
CONTACTS
Anna Staniszewska Director, Research & Consultancy CEE, [email protected]
Katarzyna Pyś-Fabiańczyk Head of of Industrial & Logistics Department, [email protected]
Martyna Kajka Junior Consultant, Industrial & Logistics Department, [email protected]
Erik Drukker Managing Director, Agency & Valuations, [email protected]
John Palmer Director Industrial Investments & Valuations CEE, [email protected]
BNP Paribas Real Estate Poland Sp. z o.o.
Al. Jana Pawła II 25, 00-854 Warsaw
Tel. +48 22 653 44 00
All rights reserved. At a Glance is protected in its entirety by copyright. No part of this publication may be reproduced, translated, transmitted,
or stored in a retrieval system in any form or by any means, without the prior permission in writing of BNP Paribas Real Estate.
www.realestate.bnpparibas.pl
12

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