Newcastle House View Report _October 2022

Knight Frank / House Views Report / Q3 October 2022 /

Knight Frank / House Views Report / Q3 October 2022 / 5

Industrial Overview. • Despite the rising interest rate environment, recent transactions over the quarter in the Greater Newcastle industrial market indicate that yields remain steady. However, as the effects of rising interest rates begin to take hold over the coming months, there is the expectation that values will soften, those assets with good fundamentals (i.e. quality assets with secure cash flows) are likely to hold firm. • A tight leasing market, combined with a lack of available serviced land for immediate development, has seen the industrial market continued to remain strong over the September quarter. A recent transaction by Knight Frank Newcastle of 16 Channel Road, Mayfield West (5.2% yield) underpins the resilience of the local industrial market. • Secondary markets such as Mount Thorley, Singleton and Muswellbrook have witnessed an up-tick in transaction activity; the rising cost of debt, combined with limited stock available for sale in the Newcastle market, has seen higher yielding opportunities emerge in these markets

Industrial Market

Investment Yields

Market Rents $/m2 GLA

Improved Values $/m2 GLA

Incentives Vacancy Land Values $/m2

Beresfield

5.5% - 6.25% $120 - $145 $2,200 - $2,500

5% <3% $450 - $550 ↑

Thornton

5.5% - 6.5% $115 - $135 $2,200 - $2,500

5% <3% $300 - $400

Mayfield West

5% - 6% $130 - $165 $2,500 - $3,000

5% 5% - 10% $500+

Cardiff / Boolaroo Tomago

5.5% - 6.75% $90 - $130 $1,750 - $3,000

5%

<3% $500+ ↑

5.75% - 7% $90 - $120 $1,500 - $2,000

5% <3% $250 - $300

Heatherbrae (Kinross) Rutherford

5.75% - 6.25% $110 -$130 $1,750 - $2,250

5% 10% $380 - $450 ↑

6% - 7% $80 - $150 $1,350 - $2,650

5% <3% $200 - $300 ↑

Cameron Park

5.5% - 6% $120 - $145 $2,200 - $2,500

5% <3% $450 - $550 ↑

The figures in the above table assume a WALE of 5 years, 10-15% office component, 50% site coverage and an average land parcel size of 4,000m2. Leasing rates observed >1,500 sqm industrial warehouse.

106 Stenhouse, Cameron Park NSW 16 Channel Road & Part 4 Pambalong Drive, Mayfield West

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