The industrial market’s shift: Why investors might be losing ground

News & Insights
09.24.2024
News & Insights
The industrial market’s shift: Why investors might be losing ground

The industrial real estate landscape is undergoing a fascinating transformation. Traditionally, investors seeking rental income dominated the market. However, a new trend is emerging: businesses strategically acquiring properties to house their own operations, becoming owner-occupiers. This shift is driven by several key factors:

  • Renting can be unpredictable, with rising rents and competitive leasing markets squeezing margins. Owning a property provides a long-term solution, allowing businesses to customise the space for optimal workflow and long term certainty of tenure.
  • Instead of lining an investor’s pockets with rent, owner-occupiers build equity in their own property. Over time, property values can appreciate, offering a significant financial gain compared to the constant drain of rental payments.
  • The surge in e-commerce necessitates efficient warehousing and distribution space. Owning their space allows businesses to optimise logistics operations and gain a competitive edge in the fast-paced world of online fulfilment.
  • Owner-occupiers have an advantage over traditional investors. They are less concerned with maximising short-term rental yields and are willing to pay a premium for properties that strategically benefit their operations. This allows them to compete more effectively in bidding situations.
  • Despite these advantages, owner-occupiers face challenges. Securing financing for property acquisition, especially for smaller businesses, can be difficult. Navigating a volatile market with fluctuating property values requires careful consideration and strategic planning.
  • Despite these challenges, the rise of owner-occupiers is reshaping the industrial real estate landscape. Their unique priorities and buying power are making them a dominant force, with lasting implications for years to come.

Additionally, recent reports by Opteon predict a surge in the popularity of commercial assets under $40 million across various sectors, including industrial. This further emphasises the growing trend of owner-occupancy in the industrial real estate market.