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EOY 2022 vs. 2021 Cleveland, OH

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Presented By

Renee Hardman

Commercial division manager


M 330.509.3300

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Executive Summary

Apartment

A comprehensive overview of the Cleveland apartment market indicates that the largest concentrations of speculative apartment space are located in the East Cleveland/Cleveland Heights submarket, amounting to 14,110 units and 11.7% of the metropolitan inventory, followed by Lakewood/Linndale/Brooklyn, with a 11.0% share, and Euclid (9.3%). Since the beginning of Q4 2012, the fastest growing area has been the Downtown/The Flats/Warehouse District submarket, adding 4,013 units over that period, or 49.2% of total metropolitan apartment completions.

Distribution / Warehousing

A summary of key real estate supply and demand metrics reveals that during the fourth quarter the Cleveland warehouse/distribution market experienced positive net absorption, advancing effective rents, and downward movement in the market's vacancy rate. It is important to look at each of these critical measures of market health in more detail and from both a historical and forecast perspective.

Flex / R&D

A summary of key real estate supply and demand market indicators shows that during the fourth quarter the Cleveland Flex/R&D market experienced positive net absorption, declining effective rents, and no movement in the market's vacancy rate. It is meaningful to study each of these critical measures of market equilibrium in more detail and from both a historical and forecast perspective.

Office

The Cleveland office market is comprised of 33.4 million square feet in five geographic concentrations ranging in size from the 16.8 million square foot Downtown submarket to the Cleveland East/East Suburban submarket, which amounts to 2.6 million square feet. In the ten-year period beginning with Q4 2012, the Downtown submarket has experienced the greatest introduction of new inventory, 450,000 square feet, amounting to 47.2% of all new competitive stock added to the market.

Retail

A comprehensive assessment of the Cleveland retail market reveals that the primary concentrations of competitive retail space are located in the East Suburban submarket, representing 8.3 million square feet and 32.8% of the metropolitan inventory, followed by West Suburban, with a 21.8% share, and Strongsville/Parma/Southwest Cleveland (19.4%). Since the beginning of Q4 2012, the fastest growing area has been the East Suburban submarket, adding 176,000 square feet over that period, or 39.9% of total metropolitan retail completions.

Market Trends

2022 Population

2,016,410
Since
2021
Population Change
-0.34%
Household Average Income
$156,659.00
Number of Households
848,490

Employment

Office Industrial Q4 2021 Q4 2022 Total 315,191 318,918 178,541 183,818 1,033,670 1,058,750 Employment by Industry

White/Blue Collar Jobs

30%
Office (2022)
17%
Industrial (2022)

Market Trends

Apartment

Inventory

Units/SF Q4 2021 Q4 2022
Total 120,646 121,026
Completions 0 0
Conversions* 0 0

2022 Q4 Rent

Asking Change
-0.2%
Effective Change
-0.3%

Inventory: Constrabsorp

  • Q4 2021: 0 Ratio
  • Q4 2022: 0 Ratio

Rental Costs/Lease Rates

Asking

  • Q4 2021: $1,082.46
  • Q4 2022: $1,213.74

Effective

  • Q4 2021: $1,043.26
  • Q4 2022: $1,173.41

Gross Revenue

  • Q4 2021: $1,040.68
  • Q4 2022: $1,172.53

Absorption/Occupied Stock

  • Q4 2021: 0%
  • Q4 2022: -0.2%
-25 -190 Q4 2021 Q4 2022

Stock Net Absorption (Units)*

Q4 2021 Q4 2022 Vacant 4,657 4,109 115,989 116,917 Occupied

Stock

*Units that have been converted from a non-market rate multifamily subtype to a market rate subtype. †Percent change from the previous time period. ‡For Apartment properties, rent is a weighted average quoted as monthly rent per unit.

Market Trends

Distribution / Warehousing

Inventory

Units/SF Q4 2021 Q4 2022
Total 177,443,000 177,711,000
Completions 0 0
Conversions* 0 0

2022 Q4 Rent

Asking Change
1.4%
Effective Change
1.5%

Inventory: Constrabsorp

  • Q4 2021: 0 Ratio
  • Q4 2022: 0 Ratio

Rental Costs/Lease Rates

Asking

  • Q4 2021: $4.64
  • Q4 2022: $4.96

Effective

  • Q4 2021: $4.41
  • Q4 2022: $4.76

Gross Revenue

  • Q4 2021: $4.30
  • Q4 2022: $4.70

Absorption/Occupied Stock

  • Q4 2021: 0.5%
  • Q4 2022: 0.2%
855000 309000 Q4 2021 Q4 2022

Stock Net Absorption (Units)*

Q4 2021 Q4 2022 Vacant 12,989,000 9,305,000 164,454,000 168,406,000 Occupied

Stock

*Units that have been converted from a non-market rate multifamily subtype to a market rate subtype. †Percent change from the previous time period. ‡For Retail and Industrial properties, rent is a weighted average quoted as annual NNN rent per square foot.

Market Trends

Flex / R&D

Inventory

Units/SF Q4 2021 Q4 2022
Total 11,436,000 11,436,000
Completions 0 0
Conversions* 0 0

2022 Q4 Rent

Asking Change
1.4%
Effective Change
1.4%

Inventory: Constrabsorp

  • Q4 2021: 0 Ratio
  • Q4 2022: 0 Ratio

Rental Costs/Lease Rates

Asking

  • Q4 2021: $8.06
  • Q4 2022: $8.50

Effective

  • Q4 2021: $7.61
  • Q4 2022: $8.09

Gross Revenue

  • Q4 2021: $6.91
  • Q4 2022: $7.41

Absorption/Occupied Stock

  • Q4 2021: 0%
  • Q4 2022: 0.3%
3000 28000 Q4 2021 Q4 2022

Stock Net Absorption (Units)*

Q4 2021 Q4 2022 Vacant 1,638,000 1,460,000 9,798,000 9,976,000 Occupied

Stock

*Units that have been converted from a non-market rate multifamily subtype to a market rate subtype. Negative value indicates a loss of market rate units, positive value indicates a repurposing to market rate rental units. †Percent change from the previous time period. ‡For Retail and Industrial properties, rent is a weighted average quoted as annual NNN rent per square foot.

Market Trends

Office

Inventory

Units/SF Q4 2021 Q4 2022
Total 33,400,000 33,400,000
Completions 0 0
Conversions* 0 0

2022 Q4 Rent

Asking Change
-0.1%
Effective Change
-0.3%

Inventory: Constrabsorp

  • Q4 2021: 0 Ratio
  • Q4 2022: 0 Ratio

Rental Costs/Lease Rates

Asking

  • Q4 2021: $19.78
  • Q4 2022: $19.83

Effective

  • Q4 2021: $15.38
  • Q4 2022: $15.55

Gross Revenue

  • Q4 2021: $15.69
  • Q4 2022: $15.72

Absorption/Occupied Stock

  • Q4 2021: -0.2%
  • Q4 2022: -0.7%
-41000 -184000 Q4 2021 Q4 2022

Stock Net Absorption (Units)*

Q4 2021 Q4 2022 Vacant 6,902,000 6,920,000 26,498,000 26,480,000 Occupied

Stock

*Units that have been converted from a non-market rate multifamily subtype to a market rate subtype. †Percent change from the previous time period. ‡Office properties are a weighted average quoted as an annual gross rent per square foot.

Market Trends

Retail

Inventory

Units/SF Q4 2021 Q4 2022
Total 16,772,000 16,772,000
Completions 0 0
Conversions* 0 0

2022 Q4 Rent

Asking Change
0.1%
Effective Change
0.1%

Inventory: Constrabsorp

  • Q4 2021: 0 Ratio
  • Q4 2022: 0 Ratio

Rental Costs/Lease Rates

Asking

  • Q4 2021: $16.92
  • Q4 2022: $16.98

Effective

  • Q4 2021: $14.33
  • Q4 2022: $14.39

Gross Revenue

  • Q4 2021: $14.51
  • Q4 2022: $14.49

Absorption/Occupied Stock

  • Q4 2021: 0%
  • Q4 2022: 0%
3000 -4000 Q4 2021 Q4 2022

Stock Net Absorption (Units)*

Q4 2021 Q4 2022 Vacant 2,384,000 2,457,000 14,388,000 14,315,000 Occupied

Stock

*Units that have been converted from a non-market rate multifamily subtype to a market rate subtype. †Percent change from the previous time period. ‡For Retail and Industrial properties, rent is a weighted average quoted as annual NNN rent per square foot.