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Investor Presentaiton

(S$ psf per month) Singapore Commercial Market CBD office FRASERS LOGISTICS & COMMERCIAL TRUST ◆ Supply: There has been some new office completions in Q1 21, bringing total new completions in the 12-month period to 31 March 21 at c.636k mil sq ft. The bulk of the office supply will be injected into the market from 2021 to 2023, with bigger projects that include Capitaspring, Guoco Midtown and Central Boulevard Towers slated for completion by 2023. Demand: There has been an uptick in leasing momentum, total net absorption in 1Q21 was positive at 134,348 sq ft. In particular, Grade A (Core CBD) market registered a positive net absorption, as occupier capitalised on declining rents and moved to prime office buildings. Demand mainly driven by firms from the technology and financial services industries. Rents: In Q1 21, Grade A rental rates remained stable q-o-q at $10.40 psf/month. While Grade B market rents continue to grapple, seeing a further rental decline of 1.3% q-o-q to $7.80 psf/month. ◆ Vacancy: Coupled with lower occupancy of the new-builds upon completion, as well as the impact of slower demand with firms re-evaluating their real estate footprint and downsizing, vacancy rose from 5.0% in Q1 20 to 5.9% in Q1 21. Singapore Grade A and Grade B office rents $14 11.15 11.4 $12 11.5 10.6 10.3 10.25 9.55 9.7 10.40 9.9 $10 8.95 Singapore office rents 1Q 21 (psf/month) Q-o-q (%) $8 Grade A CBD Core S$10.40 8.05 7.9 8 $6 7.12 7.25 7.55 7.5 7.1 6.85 7.1 7.20 $4 Grade B CBD Core Grade B Islandwide S$7.80 1.3 S$7.20 ▼ 2.0 $2 1Q11 1Q12 1Q13 1Q14 1Q15 1Q16 1Q17 1Q18 1Q19 1Q20 1Q21 Grade A Grade B Islandwide Source: CBRE, Singapore Market View, Q1 2021. 38
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