bioSTATus Spring 2020

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bioSTATus

Spring 2020 all data as of, or for the quarter ended March 31, 2020

the standard in biotechnology research-focused laboratory real estate intel since 2002

In the first half of 2020 the world has been profoundly effected by the COVID-19 pandemic and efforts to minimize its spread. We believe there will be effects on the Greater Boston biotechnology real estate market, though the nature and extent of these effects are not fully understood or meaningfully measurable at this time. We look forward to being a resource for you as the greater economy and our local market respond to this challenge.

Cambridge City Council approved more than 900k sf of new lab with the Cambridgeside Galleria redevelopment and the 325 Binney Street ‘up-zoning’.

1.0

Watertown’s 850,000 sf Arsenal on the Charles has begun redevelopment for life sciences use following acquisition by Alexandria Real Estate Equities.

12%

vacancy right axis %

absorption completions sf in millions, left axis

0.8

Lexington’s 214,000 sf 75 Hayden Street, started on spec, is now 72% preleased following leases to Dicerna Pharma, Frequency Tx and Voyager Tx.

10%

0.6

8%

0.4

6%

0.2

4%

0.0

2%

-0.2

0% 2014

2015

2016

2017

GREATER BOSTON | TOTAL MARKET 21.4mm

total sf

3.7%

vacancy

+1.9mm

ttm abs sf

3.4mm

construction sf

$45-120

$ ask nnn per sf

An increasing desire to tap into the talent and collaborative environment of Greater Boston’s biotechnology community continues to fuel positive demand for real estate from both local and out-of-market users. An expanding set of groups continue to fuel positive demand for space in a diversity of locations far beyond its original Cambridge cluster with viable new areas emerging throughout the region.

BOSTON/URBAN 3.5mm

total sf

0.0%

vacancy

2018

2019

2020

CAMBRIDGE 12.2mm

total sf

3.3%

vacancy

+585k

ttm abs sf

2.3mm

construction sf

$75-120

$ ask nnn per sf

Moderate Cambridge quarterly absorption is dwarfed by a recent demand surge which has seen committed square footage increase by 2.1 million sf over the last eight quarters. With Class A rents surging well past $100 per sf nnn, available spaces scant and clean development opportunities depleted, developers have generated the next two million sf of potential development through creative methods.

SUBURBS +1.0mm

ttm abs sf

691k

construction sf

$75-95

$ ask nnn per sf

Commitments in the Boston/Urban submarket has surged with more than one million sf of net commitments over the last four quarters. This velocity is a fundamental shift from demand that had averaged 63,000 sf annually in the preceding five years. Urban attractiveness is increasingly fueled over a successful extension of Cambridge’s attractiveness beyond its municipal borders.

www.cushmanwakefield.com

5.7mm

total sf

6.8%

vacancy

+310k

ttm abs sf

434k

construction sf

$45-65

$ ask nnn per sf

The suburban market for laboratory space remains stable, with space users increasing commitments by 310,000 sf over the past four quarters. Suburban lab users have been motivated by a plentiful mix of seasoned and newly educated biotech workers, close-range amenities and deliberately collaborative architecture. This has spurred successful leasing of speculative projects in Lexington and Waltham.


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