At a Glance Q2 2023

Logistics market Hamburg

Logistikmarkt Hamburg BNPPRE
165,000 m²
TAKE-UP
-38 %
H1 2023 vs. H1 2022
-27 %
IN COMPARISON TO 10-YEAR
AVERAGE

INCREASED NUMER OF LETTINGS, TAKE-UP DRIVERS MISSING

  • The result on the Hamburg logistics market at mid-year requires a differentiated view: On the one hand, take-up in the first six months was almost 38 % lower than in the same period of the previous year, totalling around 165,000 m². On the other hand, however, the increased number of registered contracts is a clear indication of the lively market activity, which is not yet reflected in the result.
  • There were no deals of 20,000 m² or more, which are usually decisive for high take-up, to achieve a good result. The most significant lettings were the TST Group in Neu Wulmstorf (19,400 m²), a retail company in the port of Hamburg (14,600 m²) and the IGEPA Group in Barsbüttel (13,600 m²). Those three contracts are spread across very different submarkets in the Hamburg market area.
  • The development of rents continues to be very dynamic, with the prime rent increasing by almost 14 % to 7.90 €/m² in the last 12 months.

MEDIUM-SIZED SPACE AND RETAIL TENANTS IN THE LEAD

  • While major deals have not yet been registered in the first half of the year, contracts in the medium segments between 5,000 and 20,000 m² were market-dominating: Collectively, almost two-thirds of take-up was attributable to categories behind these size segments.
  • In terms of sectors, the three most important demand groups each generated comparable shares of take-up, which underlines the high attractiveness of the Hamburg logistics region for very different users. Most of the deals and the highest volume were generated by the wholesale/retail sector, which accounted for one-third of the overall result. However, good market momentum in the smaller and medium-sized segments can also be reported among logistics firms and manufacturing companies, which account for 29 % and almost 27 %, respectively.
  • Furthermore, a encouraging aspect is that, particularly in peripheral locations, smaller owner-occupier projects are being initiated repeatedly, contributing 19 % of the total (average for A-cities: 5 %). 

KEY FIGURES

OUTLOOK

  • Overall, the situation on the Hamburg logistics market is clearly reflected in the market figures: For example, the increased number of deals speaks for a good demand situation, while the very low size per deal (ca. 4,000 m²) can be seen as an indicator of the lack of supply in the large-space segment.
  • The most important determinants on the supply side include, above all, the comparatively restrained developments in the new construction segment. Speculative projects are hardly found in the Hamburg logistics region today. As a result, larger requests are currently rarely met with an adequate supply.
  • During the tense supply-demand relationship, a further increase in rental prices cannot be ruled out for the second half of the year, despite the already high level.

LOGISTICS MARKET REGION HAMBURG

MAJOR CONTRACTS

19.400 m²
TST Gruppe
Neu Wulmstorf

14.600 m²
Handelsunternehmen
Hamburg Hafen

13.600 m²
IGEPA Group
Barsbüttel

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Publisher and copyright: BNP Paribas Real Estate GmbH | Prepared by: BNP Paribas Real Estate Consult GmbH | Status: 30.06.2023
Further Information: BNP Paribas Real Estate | Branch office Hamburg | Phone +49 (0)40-348 48-0
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