Hamburg Regional Session - The Class of 2020€¦ · Source: JLL ORIGIN OF CAPITAL TRANSACTION...
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Hamburg Regional Session 12 April 2018 1 © 2018 Jones Lang LaSalle IP, Inc. All rights reserved.
Transcript of Hamburg Regional Session - The Class of 2020€¦ · Source: JLL ORIGIN OF CAPITAL TRANSACTION...
Hamburg Regional Session
12 April 2018
1© 2018 Jones Lang LaSalle IP, Inc. All rights reserved.
GERMANY
INVESTMENT
MARKET
OVERVIEW -
STUDENT HOUSING
AND MICRO
APARTMENTS
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4
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0
2
4
6
8
10
12
0.0
0.2
0.4
0.6
0.8
1.0
1.2
1.4
1.6
2013 2014 2015 2016 2017 Q1 2018
transaction volume traded units
transaction volume €bn traded units in thousands
January 2018Source: JLL
TRANSACTION MARKET - MICRO LIVING MICRO-APARTMENTS AND STUDENT DORMITORIES
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TRANSACTION MARKET – STUDENT HOUSING EUROPE
2,840
2,509
2,091
6,387
4,000
3192
375
802643
2,002
2,401
2,003
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
2012 2013 2014 2015 2016 2017
€m
illi
on
UK Rest of EuropeSource: JLL
1
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April 2018Source: JLL
ORIGIN OF CAPITALTRANSACTION MARKET MICROLIVING SINCE 2013
-3.5 -2.5 -1.5 -0.5 0.5 1.5 2.5 3.5
Banken, Versicherungen, Pensionsfonds
Asset/Fondsmanager
Spezial Fonds
Geschlossene Fonds
Offene Fonds
Genossenschaften & öffentliche Hand (lokal)
Immobilien AGs, REIT
Entwickler
Privatinvestoren
andere
purchases sales transcation volume bn. EUR
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79%
8%3%3%
7% Germany
Singapore
USA
Great Britain
others
April 2018Source: JLL
INVESTORS’ ORIGINTRANSACTION MARKET MICROLIVING SINCE 2013
Transaction Volume: 2013 – YTD = €4.15bn
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12%
20%
30%
38%
2016
Dormitories
Live With Parents
Shared Accommodation
Own flat/with partner/subletting
April 2018Source: 21. Sozialerhebung der Studentenwerke 2017
11%
23%
25%
41%
2006
Dormitories
Live With Parents
Shared Accomodation
Own flat/with partner/subletting
HOUSING TYPE FOR STUDENTSSLIGHT INCREASE WITHIN DORMITORY USERS
April 2018Source: 21. Sozialerhebung der Studentenwerke 2017
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87%
13%
2016
2.8m Students
Germany International
April 2018Source: JLL
88%
12%
2007
1.9m Students
Germany International
STUDENT BACKGROUNDS AT GERMAN UNIVERSITIESINTERNATIONAL PART STAGNATED
April 2018Source: JLL
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> 4,4 € Mrd.
9
0
50
100
150
200
250
300
350
400
0.0
0.5
1.0
1.5
2.0
2.5
3.0
1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Students in millions International students in thousands
Students in millions International students in thousands
April 2018Source: JLL
NUMBER OF STUDENTS GERMANYOVERALL AND INTERNATIONAL
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Strong Underlying Demand
Source: JLL
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10%
17%
12%
15%
25%
10%
11%
12%
0 5 10 15 20 25
München
Stuttgart
Frankfurt
Köln
Berlin
Hamburg
Düsseldorf
Leipzig
H2 2017 H2 2015 Rental price (Median) in €/sqm/monthApril 2018
Source: IDN Immodaten, JLL
RENTAL PRICE TRENDBIG 8 – GERMANY < 45 SQM
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8.45 9.20
15.20
9.6011.10
9.2011.55
5.70
22.55 21.65
33.90
22.05
27.85
23.20
30.35
11.00
0
5
10
15
20
25
30
35
40
Berlin Hamburg München Köln Frankfurt Düsseldorf Stuttgart Leipzig
Rent in EUR/sqm/month
Apil 2018Source: IDN Immodaten, JLL
Legend
Upper 10 %
Upper 25 %
Median
Lower 25 %
Lower 10 %
RENTAL BANDS MICRO APARTMENTSBIG 8 – GERMANY – 2nd HALF 2017 < 45 SQM
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CASE STUDY –
WOODIE, HAMBURG
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KEYFACTS
Location – Wilhelmsburg, HamburgCompletion - 2017Student apartments - 371Commercial units - 2Parking lots - 18Average size per apartment – 20 sq mAll inclusive rent per month - €520 - €670
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SUSTAINABILITY
• Construction material wood for natural regulation of the interior climate and humidity • 300 sqm of forest per apartment have been felled and already reafforested • Wood fulfills the German Energy Saving Standard (KfW 40)
• Architectually striking 7-storey hybrid construction made out of wood and reinforced concrete
• 371 fully furnished wood apartments assembled on site at the carpentry business of KAUFMANNBAUSSYSTEME in Austria and installed in Hamburg
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Susanne Gentz
Team Leader, Residential Investment HamburgTel.: +49 (0)40 350011 222Email: [email protected]
Stuart Osborn
Director EMEA Student Housing Tel.: +44 (0) 7527 388 044Email: [email protected]
