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New Toronto office towers on horizon

Large blocks of office space in short supply


By David Hatton - Business Edge
Published: 01/19/2006 - Vol. 2, No. 2

Commercial and industrial real estate markets will continue to be a hot topic across the country this year as vacancy rates tighten and rents rise, according to experts.

"All of Canada is a very hot investment market right now," says Michael Brooks, executive director of the Toronto-based Real Property Association of Canada, an industry association for large-scale owners of commercial real estate. "You have bidders lining up five to 10 deep for practically any property of any size out there."

Brooks says large-scale tenants are the biggest part of the market, with big blocks of space becoming scarce.

"The most interesting part of this is really hidden from the general public," he says. "It's an extremely competitive market. You have landlords who are approaching tenants who have their leases coming up within the next year and offering them all kinds of incentives to lock in for the next five to eight years. That would put them safely past the lead time it would take to put up any new building."


Michael Brooks
Observers say Toronto's skyline is set to change in the next year or two with two major office buildings proposed. Another major developer expects to announce a third project within the next few months.

If completed, they would be the first large office buildings built in the downtown core in the past decade.

"They are all trying to pursue the same group of tenants, either within their current base or new ones they hope to bring into the fold," Brooks says. "There are some large tenants, typically law firms, who are running out of space in their current location.

"It becomes a zero-sum game, but if developers can offer them another building with more space, at least they can keep the tenants in their existing portfolio."

The first big announcement came in September when Cadillac Fairview Corp. Ltd. announced plans to build a $400-million 48-storey office tower on Wellington Street, just west of King and Bay streets.

It would be beside the proposed 53-storey $325-million Ritz-Carlton Hotel and Residences, a joint venture between Ritz-Carlton, Graywood Developments and Cadillac Fairview.

Cadillac Fairview spokesman Neil Murphy says plans are moving ahead and the company is talking to several potential anchor tenants, although he declined to say how many or how close they were to closing a deal. "We don't get into predictions about what might happen," he says. "This is a very competitive market, but we feel there is still a lot of potential."

The second major announcement in the downtown core last year was from Menkes Developments Ltd. at 25 York St., near the Air Canada Centre and proposed Maple Leaf Square condo development. A Menkes representative declined to answer questions about the project.

Melissa Coley, vice-president of investor relations and communications for Brookfield Properties, confirms the company is in discussions with prospective anchor tenants for the third project at Bay and Adelaide streets.

"Things are certainly moving forward," she said in a telephone interview from New York. "There hasn't been any official announcement on that yet. We don't usually discuss the progress of negotiations, but there is a great deal of interest in that property."

Lesley Yule, director of research at J.J. Barnicke Ltd. in Toronto, points out the proposed office towers may not all get built. The Bay-Adelaide Centre project has been on hold for years, with only the below-grade parking garage and foundation completed before work stopped.

"It's not like they've broken ground yet," she says. "These projects would not go ahead without tenants signed. The key is to find those larger tenants and that's what everyone is scrambling to do. Nobody knows exactly how many companies are looking right now."

Yule says rents and vacancy rates are starting to return to levels seen in the dot-com craze of 2000. "Rents will vary on a submarket basis across the Greater Toronto Area or even Canada for that matter. As vacancies continue to decrease this year, then we predict rental rates will get pushed slightly higher."

J.J. Barnicke research has shown gross rents for an A-class office building in Toronto range from $26.19 per sq. ft. in the Don Mills Road and Eglinton Avenue area to $51.28 in the downtown core.

Just outside of Toronto, in places such as Brampton, the average rent per square foot is $24.

Yule says it's "anybody's guess" which of the three projects will go ahead, but notes Menkes has had good success with a building it built in North York at 5000 Yonge St. The two other players downtown - Cadillac Fairview and Brookfield - also have strong reputations, she adds.

A J.J. Barnicke global research report released this month says office construction activity increased 75 per cent in 2005, with more than seven million sq. ft. under way, two-thirds of that in downtown markets. The Toronto area represents about half of the Canadian office market.

The report identified Ottawa as another Ontario hotspot, with more than 1.2 million sq. ft. of development under construction.

Dell Computers, Abbott Point of Care and Arvato Services Canada have all expanded to the Ottawa market in the past year, putting pressure on large blocks of vacant space.

Competition for space in the industrial sector is also becoming fierce, with some companies forced to go outside Toronto if they want affordable space, says Ron Ridsdill, chairman of the Toronto Real Estate Board's commercial division.

He adds that cities such as Mississauga also are becoming overcrowded.

"You've got places as far away as Brantford becoming popular because of their affordable land, taxes and proximity to major highways. Companies haven't got a hope of expanding in the GTA if they want any large amounts of space. It's gotten crazy," Ridsdill says.

Greater Toronto Area

Population, 5.4 million

Office Inventory, 121.9 million sq. ft.

Office Vacancy, 10.7 per cent

Class ‘A’ Vacancy, 7.9 per cent

Industrial Inventory, 687 million sq. ft.

Industrial Vacancy, 5.2 per cent

Source: J.J. Barnicke Global Views 2006 report

(David Hatton can be reached at hatton@businessedge.ca)
 
While i'm confident that one, maybe two towers will be built downtown in the next 5+ years that is not an exceedingly strong office market picture in terms of growth. New and expanding top tier tenants essentially push old tenants out of the core in a continuous cycle, so the size of the pie remains largely stagnant downtown with huge growth occuring at the fringe.
 
Please find attached our Q4'05 Office Market Report.

SUMMARY: The vacancy rate across the GTA has dropped nearly 2% since the previous quarter to 10.1%. You may have noticed in my emails over the past 2 years that the trend has been fairly consistent, i.e. the vacancy rate inching downwards in small increments of ¼ - ½ a percentage point. However, this is the first quarter where the decrease has been fairly significant. Leasing activity has definitely been moving at a quicker pace, and there have been a number of multi-floor transactions completed in the past 3 months.

If we look strictly at the Financial Core, the vacancy rate now sits at 8.4%, down a ½ point from the previous quarter. Several large tenants are competing for a limited supply of large blocks of space. We expect to see an announcement on new construction in 2006. This will undoubtedly ease demand for the larger blocks - but not until 2009!

I hope you find these reports useful and invite you to contact me if you have any further questions. If you do not wish to receive future editions of this quarterly report please email your request to ...@cbre.com
 
Brookfield gears up to build, sell and buy office properties
ELIZABETH CHURCH
Brookfield Properties Corp. is gearing up to start office developments in four cities in the next 12 months, and plans to sell eight buildings from the former O&Y portfolio this year.

Chief executive officer Ric Clark described the development business as a "meaningful area for growth" for the New York-based company, the property arm of Toronto-based Brookfield Asset Management Inc.

Mr. Clark said his company is preparing projects in Toronto, New York, Calgary and Ottawa that could see construction begin within the year. It also plans this quarter to put on the market eight smaller buildings from the O&Y portfolio, purchased with two pension fund partners last year. Six of those buildings, he said, are in Calgary. It also has sold two buildings in Denver.

Brookfield plans to be a buyer, as well, and is in talks on two properties, one in Toronto and one in Washington, he said.

Profit for 2005 rose to $164-million (U.S.) or 69 cents a share, on revenue of $1.55-billion, up from $138-million or 58 cents on $1.4-billion a year earlier, thanks to strong results from housing operations in Western Canada.

For the fourth quarter, profit was $47-million or 20 cents a share, up from $2-million or nil per share a year earlier. The company recorded a $30-million fee from Goldman Sachs in the fourth quarter of 2005 for rights to a property in Lower Manhattan.

The company said it expects funds from operation, a standard measure in the industry, to be between $1.77 and $1.84 a share this year, up from $1.72 in 2005, before fees and special items.

On the development side, work on the long-dormant Bay-Adelaide Centre in Toronto is the most progressed, Mr. Clark said. The company is working on two sites on either side of its Bankers Hall property in Calgary that could move quickly, he said. It also has a site in Manhattan's West Side and one in downtown Ottawa that it acquired as part of the O&Y deal.

Brookfield Asset, meanwhile, reported that its annual profit soared as it booked a gain from selling its stake in Falconbridge Ltd.: $1.66-billion or $6.12 a share on revenue of $5.26-billion, from $555-million or $2.02 on $3.9-billion in 2004.

Excluding the Falconbridge gain, operating cash flow was $908-million or $3.27 a share in 2005, up from $626-million or $2.32 in 2004. Brookfield Asset's fourth-quarter profit rose 73 per cent to $151-million from $87-million a year earlier. The company raised its quarterly dividend by a penny, to 16 cents a share. BPO (NYSE) fell 50 cents (U.S.) to $29.67. BAM.LV.A (TSX) fell 18 cents to $63.26.
 
Sounds like the orchestra is tuning their fiddles. Music to mine ears.

42
 
Sounds like a recession is dawning. Halfway up a new building, the tsx always slumps.
 
What if they build it without telling anybody? Disguise it with L'Oreal ads or pretend it's a condo.
 
The Metropolis hoarding now has heritage status, right? Put it to good use!
 
The Metropolis hoarding can find a permanent home at Wellington & John, to hide the hydro substation.
 

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