2023零售园区报告

REPORT Retail parks 2023 Pa". Contents avelcennfretalcr:inPolandf3 Wai1elh.*'1sf28 9/,[ drlagescl:c.e-k/22 Cenlacl+29 Retaloarkssuosly/9 ale7ges+23 el:er:/11 I'H'id:sf24 Tenentstrut.lrof13 •+Looaricr/25 2e:1alratef16 • -he.r:1ceptrfth15rr'r..rrity/25 +•Vallretaile's"f26 Firsncingf19 CS:/27 2 cZC2 CJK_R_SLAICI DevelopmentofretailparksinPoland AltrcndofQ12023.LolalrclailoacoinPolandmounlecLomorcLlan13.5millionscmofGLA. Thisfigureincludgssllmode'nratailf=cilitigs.includingshoppingcentres"O.8'rscmofGLA>, retailparks(2.7msqmocLA)andou=let=entres(253.20sqmctCLA2.Su2plyiscevelcsingatasteadypaceandhadbeencrowincbysnaveraqea3%peryearbetweer2019and2e22.InQ1 22312schomoswlthatotalsrcoofmorothan157,4or)xImGLAworccompletod,vihlchIs&n ncroescof1%.Thiougnoul2023,mcclornrolaispacccoaluinc'uascby396,100symo[G_A, assumingal'aciitiesc.ir'gntlyunderdeveloprnentarcornpletedcntin'e. RetailspacesupplyinPoland(200s-2023) 6 835 722 13:3 cCC 20 1:3:3 2223 deeea Uncr->rstrlc:lc TotalauFplv ;I>7.FT.--P-I-1I5; JK_R_SLAICI 2023CDr= Changesintheretail propertymarket ModernretailspacehasexistedirPolardsincethe'gos,butcheretailpropertyrmarkethaschangedsignificantlyoverthesepast39years.Changesinconsune'needsandhabizshavebaenthemsindriversoftheevolutinrsryarorass,whichhaveledtot.necevelnomentnnew rctailccncepts. Evolutionofthorctailpropertymarket Bucc.c..s,)ulJJpcl,wi.FI;hul"nkol:C%af-fearet;ntly-the 00 arsaslPaslicitios. 1uilr'utks. I.rn'n-*.aottis ,[! +suJ-25ue4a.+.+++W.st.ueey!re.dildik=Loy.Fldlluw"Tiup=k *-:on:"#3.Jtkrt=ftors .u udsubunttuul"?luntJ:ul UJK_R_SLAICI 2023CDr= 82.,?13e Structureofretallspacebylocatlon Supplyofretailspacebytypeofretailformatintermsofspace 7C2 ECS 250 209 50% 2rc 20% (,) IxI% 4G ': 20% 20: 2 im.rr 1C C2 GG: 113 L) 20% 20% 20% 10% Ra15-[IRiIS Msdmarc: 1-I5 (01.-lrts Alglomere:lc1sea Re.eilpar<3 Aggkin:tinr;lrmt::rf::l:r:i L9r6 Msrum-rurhsrnsc.1.mes sA.III.JIn.I-IRIS ..I1FCR".,OI2.20 S...=-CP.*l,C1232? Thedemancobeabledoeveryc=ysnopping(mainlygrccery shopping>locally-losetowhereyoulive,butstillatfavctrable arices,hssincreasecdnvertheyea's.Frralollgtimethishsdheell thclomainofsupxeimurkotsanohypermikcts,Asrsponso. theworiceptofrtailperks6rlur:cl.whichhav6folowtthe nthesseofsmslltowr3.Cverthepast'years,thenlimaerf rotailpar<asincroascdfromarourd3<7%ofthethesupply interilscfspacu)ir2010to=lmust5cG<20%)ir2023. ThechangeirprefarradlonationhzheengradLal.In2co0. thepropartioncfretailspacelocatedinsinaltownswasanly4%. whereastodavitacoouatsforasmuchas25%fthetetalsuppy Cunsiduririgthuriurnbetcfsc"unoz,rulailrualestalubuiltinsrllall andmediumsizedtcvnsaccountstormoreth=nhaltofthe supply,compzrectc27%in2000 Pa". 45 92% 783 2: UJK_R_LAICI *2023Dr:= Retailparkformats Rctailparkformats acoherentlycesigned,cnrstruatec:andmanacedcommercialfacility. Lsuellysinglc-sleroy. withncaommonareas. withsho>cntranccspossilolcciroetlvfromthoutooorcarpark. atleasttwocommerc=lunits. Featuresofaretailpark: UJK_R_LAICI 2023Dr: Big-boxTypicalConvcnicnce retailpark:retailparkretailpark: atleast10,L225qImofGLA.an&reaofboo-g.999sMnfG_Aarar8nflesathanh,oo0sqInafcsLA. ufluninLhovicinilyu'asnuppingcurivonicrllylucaledinconsolypupula.odilhasImilcd.basicrariguofpurchascs centreor≥DlYstora.residentialareas,andalimitedcatchimentsrea, Iccatedmostlyontheauts<irtshasawidesndvaredshoppingrffer.intendedforc.Jstomeraintheimmediate ofcitot:vcinity. hasaregicr=lcoverageandanextensveshoppingoffe. *2023Dr:= CJK_R_SLAICI SupplyofratailparkspaceinPoland(2010-2023) 353 3,E c: 250 25 150 1,5 133 5 C.3 ,n'1l.:lsil.p Undrxrstr.rtinn lri[:4:1 Thgvastzjorityofex'stingrotailpwrks(B3%)werebuiltafter2010 (aporox.2.2millicsguaremetersotCLA),andin222alarthemarket grewhyamost32a,6DacmofGLAofnewppsnecancentratedinareta1 par<fcrmat,Moreovor,curlng12o23,sovonnowretallparksand-hro0 cxlonsicnswthaolalaroecfelmosl7".200sqrmGLAwoieouillVarious develepersplantcdeivarngwgta'lprkschallesinchgtoraseeablefuture.Itsouldberoted,however.thatforecastingthefuturesupplyof retailpsrksisciffirult,asthisfnrmsttskesarelativelyshorttmetodeliver (lossthonavsr) Stagsinthdvelopmentofaratailpark 1nr.*I,KIJ ircl.delrggcg:t. srirntfr::ccrr;ts*f uμ14v-=LILI:-J;ti.J2J F-'ilI*.:lI'I*ll': PIk.I-*+n.F1.] repei13Ik0>erirsiIpt$ronth: 3. 2. *sut,.i:13.μ'us.I'.el:S-9nunt1s 8,?13e Retailparkssupply H UJK_R_LAICI *2023Dr:= Existingsupplyofretailparks(numberofschemes) Retallparksareaunderconstructlanbylacatlon'sslze byformat 209 )IR(P) 663 50900 130c00 I500 290cc0 2E0005350005 .,.rnricn? Ivpci XLq-SIH* I4gglrnrtons UIpH Igaritks S "n1vi,HKeer;t.:3s Reflectingthelargeunit=reaofeachfacility,*big-box'retailp=rks acccunt'orthelsrgestsharerftctalsupplyinerinsnfflcora'ea(sxImofGLA>.Hcvcver,Interms<fthcnumborofdiffercrt formals,convonionceschemosaicLhemuslsupular. Approxinr=tely201.200scmofCLAiscurrentlyunder cnnairt.ationinthecasecfnevretailspaceaoncentrstec:in I'ctallparks