Commercial Investment Real Estate July/August 2018 | Page 9

Occupier Trends Impacting Property Preferences
Which occupier trends will have the most impact on the investment appeal of real estate?
37%
33%
22%
Last-Mile
Logistics
52%
Flexible
Space
Diversification Away
From Traditional
Office/Retail Centers
Automation
20%
Smart
Buildings
18%
Experiential
Retail
7% 6%
Co-Living Other
Source: CBRE Research, Americas Investor Intentions Survey, 2018
Virtual Reality and
Other Disrupters
Impacting Retail
New Industrial Inventory
in Select Markets
“Retail technologies have been
stealthily invading the landlord and
tenant space to expand the real estate
market interdimensionally. The concept of an
alternate or extended reality is concrete and
palpable. It no longer exists in theory but is
actively practiced by a handful of enterprising
retailers and brands to
captivate consumers’
imagination and
engage them with
products and services on a cerebral level.”
YOY Ending 1Q18
Los Angeles
30 msf
Dallas
22 msf
Philadelphia
16 msf
Houston
Source: Avison Young Industrial Market Report
% Change (YOY)
CMBS Conduit
Loans Within
FEMA-Designated
Counties
Hospitality 54% ▲ Multifamily 18% ▲ Hurricane Primary Areas of Impact in the U.S.
Industrial 14% ▲ –1% ▼ Harvey Office Retail –27% ▼ Healthcare –39% ▼
CCIM.COM
# of
Counties Conduit
Loan Count Unpaid Principal
Balance
Texas 39 1,075 $15.24B
Irma Florida & U.S. Virgin Islands 62 1,706 $28.62B
Maria Puerto Rico & U.S. Virgin Islands 78 35 $932.61M
Lending Volume by
Property Type, 1Q18
Source: Mortgage Bankers Association
7 msf
— The R/evolution Starts Now: Retail
Refusing to Fail, Colliers Retail Market
Spotlight Report
Property Type
U.S. Total
209 msf
Source: DBRS Viewpoint as of Oct. 12, 2017
July | August 2018
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