【CBRE】2022 年美國倉庫租戶調(diào)查（英）

CreatingResilience

2022U.S.

Industrial&Logistics

OccupierSurvey

REPORTOccupiersexpectto

keepexpandingreal

estatefootprintsdespite

economicuncertainty,

laborshortagesand

supplychaindisruptions

CBRERESEARCH

OCTOBER2022

CreatingResilience

2022U.S.Industrial&LogisticsOccupierSurvey|Report

2CBRERESEARCH?2022CBRE,INC.

Contents

01

02

03

04

05

KeyTakeaways

ExpansionPlans

Location&BuildingPreferences

SupplyChain

ESGConsiderations

03

07

11

15

19

01

KeyTakeaways

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KeyTakeaways

01

Occupiersarestillinexpansionmode,ledbyThird-PartyLogistics(3PL)providersandcompaniesintheFood&BeverageandBuildingMaterialssectors

05

Criticallyimportantbuildingfeaturesincludeclearheight,numberofdockdoors,powersupply,expansioncapacityandcolumnspacing.

02

LocationsintheSoutheast,SouthwestandMidwestregionsaremostpreferred.

06

Mostoccupiersareimprovingwagesandtheworkexperienceforemployees,andautomationisgainingtraction.

03

Occupancycost,leaseoptions,

transportation,buildingdesign

andinfrastructurequalitydrive

siteselection.

07

Occupiersarewillingtopaya

greenpremiumtosaveon

operationalcosts.

04

Skilledlaborshortages,rentand

costescalationsaretop

challenges.

08

UseofLEDlightingandalternative

energies(e.g.solarpanels)arethe

mostcommonapproachesto

advancenetzerogoals.

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Introduction

TheU.S.industrialmarketisexperiencingunprecedenteddemand.Companiesareaddingwarehouseanddistributionspacetoprotectinventories,diversifysupplychainsandprocessgrowingonlineretailsales.Asaresult,we’reseeinghistoricallylowvacancyrates,recordrentgrowthandrobustleasingactivity,allofwhichhasfueledsignificantdevelopmentnationwide.

Arethesetrendssustainable?Whiletheseculardriversofdemandendure,uncertaintyabouttheeconomicoutlook,labormarketsandsupplychainshasimpactedoccupiersentimentanddecision-making.

Togaugefuturedemand,CBREsurveyed100majorindustrialoccupiersthroughouttheU.S.ontheirupcomingplans.Thekeytakeaway:occupiersarestillexpandingtheirrealestatefootprints,particularlyintheSoutheast,SouthwestandMidwest,butarefacingchallengesduetosupplychaindisruptions,laborshortagesandhighoccupancycosts.

Thesurveyalsoexploresotherpressingtopics,suchassought-afterbuildingfeatures,ESGplansandmore.

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Figure1:Whatsectordoesyourcompanyoperatein?

Medical2%

Other4%

3PLCustomerIndustries

Auto,Tires&Parts

7%

Electronics&Appliances

Third-Party

Logistics

27%

Apparel

Manufacturing8%

Health&Beauty

DryBulkFood&Beverage

Furniture

Auto,Tires&Parts

Medical

ColdStorage

BuildingMaterials&

Construction

Food&Beverage

12%

BuildingMaterials&Construction

15%

GeneralRetail&

Wholesale25%

Source:CBREResearch,October2022.

TypeofOccupiersSurveyed

DiverseArrayofIndustries

Represented

–Onehundredindustrialoccupiersparticipatedinthesurvey,themajorityofwhichdistributeand/ormanufacturewithinthesupplychain.

–Nearly87%oftherespondentsare3PL,GeneralRetail&Wholesale,BuildingsMaterials&Construction,Food&BeverageandManufacturingcompanies.

–Withinthe3PLsegment,Electronics,ApparelandHealth&Beautyareamongthesectorsrepresented.

02

ExpansionPlans

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Figure2:HowdoyouexpectyourtotalwarehousefootprintintheU.S.tochangeinthenextthreeyears?

64%

arelookingtoexpandtheirlogisticsfootprintinthenextthreeyears

Growbymorethan10%Growbylessthan10%

50%45%40%35%30%25%20%15%10%5%

0%

RemainthesameShrinkbylessthan10%Shrinkbymorethan10%

Source:CBREResearch,October2022.

ExpansionPlans

Areoccupiersplanningtoexpandtheirlogisticsfootprint?

–Sixty-fourpercentofrespondentsplantoexpandtheirU.S.logisticsfootprint.

–Forty-sevenpercentplantoexpandbymorethan10%.

–Twenty-ninepercentplannochange,while7%expecttodownsize.

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Figure3:Percentofoccupiers

withintheirindustrywhoareexpanding±10%inthenextthreeyears

52%

60%

Third-PartyLogistics

Food&Beverage

BuildingMaterials&Construction

Auto,Tires&Parts

GeneralRetail&Wholesale

Manufacturing

81%

75%

75%

25%

Note:Calculatedasapercentoftotalresponseswithineachindustrytype.

Source:CBREResearch,October2022.

ExpansionPlansbyIndustry

Percentofoccupierswithintheirindustrywhoareexpanding±10%inthenextthreeyears

–Eighty-onepercentof3PLsplantoexpandtheirfootprintoverthenextthreeyears,while75%ofbothFood&BeverageandBuildingMaterials&Constructioncompanieswilldothesame.

–MostmanufacturersplannochangeIntheirfootprint,withonly25%expectingtoexpand.

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HowToAchieve

ExpansionGoals

Figure4:Ifneedingmorespace,howdoesyourcompanyplantoachieveexpansiongoals?

66%

Leaseonopenmarket(second-handfacilities)

44%

31%

37%

Purchaselandandself-developownfacilities

Operateincustomer-ownedfacilities(3PLs)

Partnerwitha

developertolease

build-to-suitfacilities

Note:Representsthetopfourchoices.Respondentscouldselectmorethanoneanswer.Percentagescalculatedasaproportionoftotalresponsesandthereforedonotaddupto100%.

Source:CBREResearch,October2022.

03

Location&BuildingPreferences

CreatingResilience

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Figure5:Whichregionareyoulookingtoexpandinoverthenext12to24months?

24%

28%

27%

24%

22%

33%

Note:Respondentscouldselectmorethanoneanswer.Percentagescalculatedasaproportionoftotalresponsesandthereforedonotaddupto100%.

Source:CBREResearch,October2022.

TargetRegions

–OverathirdofrespondentsplantoexpandintheSoutheastoverthenext12to24months,astheregionhasseverallargelogisticshubsservinggrowingpopulationcenters,largeaffordablelaborforcesandseaportconnectivity.Thisregionalsobenefitsfromasupportivebusinessclimateformanufacturers.

–GrowingindustrialmarketslikeAtlanta,Nashville,Orlando,CharlestonandCharlotteareattractingoccupiersinneedofmorewarehouseormanufacturingfacilities.

–OtherregionsthatrankedhighforexpansionincludetheSouthwestandMidwest,wheremarketslikeReno,PhoenixandMinneapolishavebecomeoptimallocationsforoccupiersduetotheirstrongdemographicsandinfrastructure,whichsupportsindustrialdemand.

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Figure6:Whatarethemostimportantfactorsthatdriveyourbuildingselectionwithinamarket?

Criticalfactorsforsiteselectionwithinamarket

04

Building

design

01

Occupancycost

(rent)

02

Lease

options

03

Transportation

(differenceamong

candidatesites)

Otherfactorsthatoccupierstakeintoconsiderationduringsiteselection:

Sustainabilityrating

Quality

oflocal

infrastructure

Developer/

landlord

reputation

Source:CBREResearch,October2022.

LocationStrategies

Topdecisivefactorsfor

buildingselection

–Nearlythree-fourths(74%)ofrespondentscitedoccupancycost(rent)asthetopfactorwhenselectingabuildingwithinamarket,followedbyleaseoptions(50%),transportation(47%)andbuildingdesign(45%).

–Otherfactorsconsideredduringsiteselection,butweightedlessheavily,includequalityoflocalinfrastructure,developerorownerreputationandsustainabilityrating.

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Figure7:Whenselectinganewwarehouse,howimportantarethefollowingbuildingfeatures?

56%

81%

Clear

height

76%

Numberofloadingbays/dockdoors

Power

supply

43%

Capacityforexpansion

42%

Column

spacing

Note:Respondentscouldselectmorethanoneanswer.Percentagescalculatedasaproportionoftotalresponsesandthereforedonotaddupto100%.

Source:CBREResearch,October2022.

Location&BuildingPreferences

Criticallyimportantbuildingfeaturestooccupiers

–Thetopfivebuildingfeaturesfornewwarehousesareclearheight,numberofdockdoors,powersupply,columnspacingandcapacityforexpansion.

–Majordistributorsande-commerceoccupiersrequirehighlyfunctionalpropertiestoprocesshighvolumesandneedmodernbuildingscontainingsuchfeatures.Thisisamajorfactorfuelingtherecord662millionsq.ft.ofnewdevelopmentunderwayintheU.S.

–TheaverageageofaU.S.warehousebuildingis43years,and28%aremorethan50yearsold.*Giventhecontinuedgrowthofe-commerceandretaileromnichannelofferings,warehousesapproachingobsolescenceinthesemarketswillpresentopportunitiesforredevelopment,particularlyininfilllocationsthatsupportlast-miledelivery.

–Powersupplyisalsotopofmindgivenheavyuseofelectricityfrommanufacturersandwarehouseoperators;andthiswillcontinuetodrivesiteselection.

*Formoreinformation,seemarketbrief

here

.

04

SupplyChain

CreatingResilience

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Figure8:Whichofthefollowingfactorsrepresentthebiggestconcernforthegrowthofyourbusiness?

61%

Laborandskillsshortages

58%

Rentescalation(eithernew

leasesoratrenewal)

48%

Costescalations(fuel,transportation,etc.)

Otherrelevantconcerns:

Lackofsuitablewarehouse/manufacturingspace

Inflexibleleaseoptions

Consideredlessofabusinessthreat:

Environmentalrestrictions

Source:CBREResearch,October2022.

SupplyChainChallenges

–Sixty-onepercentofrespondentsreportthatlaboravailabilityisamajorimpedimentforthegrowthoftheirbusiness,while58%aremostconcernedaboutrisingrents.

–Forty-eightpercentofallrespondentspointtochallengesfromhighertransportationcosts.

–Occupancycostsaccountsforjust3to6%oftotallogisticsspend,whereastransportationcostsaccountforabouthalforashighas70%oftotalspend.However,rentsarerisingrapidly,sooccupiersclearlyhavestickershock.

–Topindustriesthatwererepresentedinthisquestioninclude3PLs,Electronics&Appliances,BuildingMaterials&Construction,andfood&bev.

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Figure9:Top3ConcernsBrokenDownbyRegion

Northwest

Southwest

SouthCentral

Southeast

Midwest

Northeast

0%2%4%6%8%10%12%14%16%18%20%

Costescalations(fuel,transportation,etc.)LaborandskillshortagesRentescalation(eithernewleasesoratrenewal)

Note:Respondentscouldselectmorethanoneanswer.Percentagescalculatedasaproportionoftotalresponsesandthereforedonotaddupto100%.

Source:CBREResearch,October2022.

ConcernsbyRegion

–TheMidwestwastheonlyregionwhererespondentsrankedlaboravailabilityandskillshortagesastheirbiggestconcern.

–ConcernsaboutrentwerehighestintheNorthwestandNortheast,followedcloselybytheSouthwest.

–OccupierslocatedintheNortheastandSoutheastwerelessconcernedaboutcostescalationsthanthoseinotherregions.

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Figure10:Whathaveyouimplementedorplanonimplementingtoaddresslaborshortageandskillsgap?

78%

areimprovingwagesandconditionsforemployees

48%

areusingtechnologytoincreaseefficiencies

78%

48%

49%

46%

40%

31%

23%

Improvewagesandconditions

Improvetrainingprograms

Useoftechnologytoreplacehumantalent

IncreaseinvestmentinUseofmoretemporary

Introductionofawellnessprogram

Improveandpromote

companysustainability

credentials

HR/recruitmentservices

staffand/orsubcontractors

Note:Respondentscouldselectmorethanoneanswer.Percentagescalculatedasaproportionoftotalresponsesandthereforedonotaddupto100%.

Source:CBREResearch,October2022.

SupplyChain

Strategies

–Seventy-eightpercentofresponsespointedtoimprovingwagesandconditionsand49%toimprovingtrainingprograms.

–Thefactthatoccupiersareimprovingconditionsforworkersandlookingtoincreaseautomationmeanstheyareexpectingleaneroperationswithmoreskilledlabor.

–Lessimportantstrategiestorespondentsincludedwellnessprogramsorpromotingthecompany’ssustainabilitycredentials.

05

ESGConsiderations

CreatingResilience

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Figure11:Howisyourcompanyplanningtomeetitsnet-zerocarbontargetviayourrealestatefootprint?

49%

SwitchingtoLEDlighting

37%

Useofalternativeenergieson-site(e.g.,solarpanels,groundsourceheatpumps)

35%

Usingelectricmaterialhandlingequipment

10%

Capturing

rainwater

22%

Electricchargingpointsforelectricdeliveryfleet

Note:Respondentscouldselectmorethanoneanswer.Percentagescalculatedasaproportionoftotalresponsesandthereforedonotaddupto100%.

Source:CBREResearch,October2022.

MeetingNetZero

CarbonTargets

–MainwaysoccupiersareplanningtomeettheirnetzerocarbontargetsviatheirrealestatefootprintincludeswitchingtoLEDlighting,usingalternativeenergieson-siteandusingelectricmaterial-handlingequipment.

–Fewerresponsespointedtoelectricchargingpointsfordeliveryfleetsorcapturingrainwater.

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45%40%35%30%25%20%15%10%5%

0%

None

Sustainability

Figure12:Whatrentpremiumwouldyourcompanybewillingtopayonyourexistingfacilitiestoswitchtogreensourcesofenergy?

Whatrentpremiumareoccupiers

willingtopayon

72%

ofoccupierswouldbewillingtoincreasetheircurrentrentstoswitchtogreen,withthemajoritywillingtopayahigherrentifthesavingsonfutureoperationalcostswouldbematched.

ApremiumequivalenttothetotalApremiumequatingtolessthan

Apremiumoverthetotal

operatingcostsavings(e.g.,thetotaloperatingcostsaving

operatingcostsavings(e.g.,

electricitybills)(e.g.,electricitybills)

electricitybills)

theircurrentfacilitiestoswitch

togreensourcesofenergy?

–Almostthree-fourthsofoccupierswouldbewillingtopayhigherrentstoswitchtogreenenergy.Themajoritywouldpaymoreifthesavingsonfutureoperationalcostswouldbematched.

–Still,overaquartersaidtheywouldnotpayapremiumtoswitchtogreen.

Source:

CBREResearch,October2022.

Contacts

AmericasI