2024 Development Report

DEVELOPMENT THE RIGHT PLACE REPORT 2024

SUMMARY D evelopers continue to choose Greater Grand Rapids as the place to make their projects a reality. This year has seen progress on several cityscape- level projects including the Acrisure Amphitheater and Grand Rapids Soccer Stadium and numerous other mixed-use and residential projects. The industrial market continues to remain strong with high demand for build-ready sites, while the office and retail markets are showing some signs of renewed activity amid a challenging environment. The residential housing sector continues to face a shortfall of available units across all levels of housing, providing ample demand for development. Overall, Greater Grand Rapids continues to offer a dynamic and opportunity-rich market for development.

Note on the data: Greater Grand Rapids refers to the Grand Rapids-Kentwood metropolitan statistical area (MSA), which includes Kent, Ionia, Montcalm, and Ottawa counties.

01

SUMMARY

STATE OF DEVELOPMENT

Office

Key Metrics

Q1 2023 Q1 2024 Change

Inventory

13,365,446 sq ft

13,518,693 sq ft

Signs are pointing to renewed activity in Greater Grand Rapids’ office market. Both direct and sublease vacancy rates decreased in the most recent quarter, bolstered by 95,000 square-feet of new absorption as several organizations across the region signed substantial leases. This increase in demand drove asking rates up slightly, though they remain lower than their peak in mid-2023.

Vacancy

13.3%

12.7%

Asking Rent

$21.57

$21.65

Net Absorption

-38,094 sq ft

95,412 sq ft

Under Construction

10,812 sq ft

0 sq ft

Source: JLL U.S. Office Insights

Industrial

Key Metrics

Q1 2023 Q1 2024 Change

Inventory

122,082,721 sq ft

122,821,029 sq ft

The industrial market in Greater Grand Rapids remains extremely tight. Inventory rates have generally increased since 2019, however not enough to significantly impact vacancy, which has hovered under 2%. In this hot industrial climate, direct asking rents jumped nearly 16% from Q1 2023 to Q1 2024. Q1 2024 also saw approximately 428,000 square-feet of industrial space come back onto the market, compared to the 450,000 square-feet that was absorbed during the same quarter the previous year. The backlog of industrial projects continues to decline as companies complete construction without new projects breaking ground.

Vacancy

1.8%

1.9%

Asking Rent

$5.67

$6.56

Net Absorption

450,602 sq ft

-427,601 sq ft

Under Construction

1,119,269 sq ft

349,700 sq ft

Source: NAI Wisinski of West Michigan

02

STATE OF DEVELOPMENT

Retail

Key Metrics

Q1 2023 Q1 2024 Change

Inventory

20,830,458 sq ft

20,787,800 sq ft

Though the retail market has remained relatively flat over the past year, gradual decreases in vacancy rates suggest a slight uptick in activity in the coming quarters. Asking rents remained stable, though the pipeline of new retail construction continues to slide as inventory levels remain flat. This may indicate the market is more focused on optimizing and revamping existing space rather than new construction.

Vacancy

4.9%

4.80%

Asking Rent

$15.81

$15.69

Net Absorption

59,927 sq ft

14,900 sq ft

Under Construction

14,250 sq ft

13,500 sq ft

Source: Colliers

Housing

Key Metrics

Q1 2023 Q1 2024 Change

Single Family Home Sales

1,937

1,658

Greater Grand Rapids’ housing market for single- family dwellings is under considerable constraint. Supply of available housing listed on the market and sold has declined significantly, putting further pressure on cost.

Average Listings per Quarter

916

665

Average Days on Market

35

34

Median Listing Price

$390,883

$412,793

Source: Greater Regional Alliance of Realtors and Realtor.com

03

STATE OF DEVELOPMENT

STATE OF DEVELOPMENT DIVING DEEPER

OFFICE – Key Metrics

OFFICE INVENTORY

15M

14M

13M

13,365,446 sq/ft

12M

13,413,455 sq/ft

11M

10M

9M 8M

7M

6M

2019

2020

2021

2022

2023

2024

Source: JLL

Office inventory levels rose 1% from Q1 2023 to Q1 2024, surpassing more than 13.5 million square feet.

OFFICE VACANCY

Direct Vacancy

Sublease Vacancy

Total Vacancy

16%

13.3%

12.7%

14%

12%

10%

11.2%

10.8%

8%

6%

4%

1.9%

2.1%

2%

0%

2019

2020

2021

2022

2023

2024

Source: JLL

Vacancy rates in the office sector have declined since mid-2023, leading Greater Grand Rapids to have one of the lowest vacancy rates across the country, according to JLL. Office vacancy reached 12.7% in Q1 2024, down from 13.6% in Q4 2023 and 13.3% in Q1 2023. Direct lease rates and sublease rates contributed to this decline.

04

STATE OF DEVELOPMENT – DIVING DEEPER

OFFICE – Key Metrics

OFFICE RENT

$24.00

$21.57

$22.00

$21.65

$20.00

$18.00

$16.00

$14.00

$12.00

$10.00

2019

2020

2021

2022

2023

2024

Source: JLL

Positive net absorption in Q1 2024 exceeded 95,000 square feet, the highest absorption rate since Q2 2022. Notable leases included Evolution Gaming (34,000 sq. ft.), Vervint (19,000 sq. ft.), Rockefeller Capital Management (10,000 sq. ft.), and Booking.com (5,500 sq. ft.). As vacancy rates continue to shrink, direct rent ticked up from $21.22 sq/ft in Q4 2023 to $21.65 in Q1 2024. That compares to $21.57 sq/ft in Q1 2023. Rates for office space peaked in Q3 2023 at $22.06 sq/ft.

OFFICE SPACE UNDER CONSTRUCTION

450K 400K 350K 300K 250K 200K 150K 100K 50K 0

0 sq/ft

2019

2020

2021

2022

2023

2024

Source: JLL

The office construction pipeline was exhausted by mid-2023. No new significant office construction was reported in Q1 2024.

05

STATE OF DEVELOPMENT – DIVING DEEPER

INDUSTRIAL – Key Metrics

INDUSTRIAL INVENTORY

124M

122M

122.82M sq/ft

122.08M sq/ft

120M

118M

116M

114M

112M

2019

2020

2021

2022

2023

2024

Source: NAI Wisinski of West Michigan

Industrial inventory levels have generally increased since 2019. Inventory levels reached 122.82 million square- feet in Q1 2024, rising 0.6% over the same period the previous year. Inventory levels peaked in Q4 2023 with 123.39 million square-feet, before declining in Q1 2024. The last time industrial inventory levels dipped was between Q2 2022 and Q4 2022.

INDUSTRIAL VACANCY

4.0%

3.5% 3.0%

2.5%

2.0%

1.9%

1.5%

1.8%

1.0% 0.5%

0.0%

2019

2020

2021

2022

2023

2024

Source: NAI Wisinski of West Michigan

Vacancy continues to run extremely tight for industrial property in Greater Grand Rapids. Vacancy rates eased a tenth of a percent to 1.9% in Q1 2024 from 1.8% in Q1 2023. Post-pandemic, industrial levels have continued to constrict, with rates hovering between 1.8% and 2% since Q1 2023.

06

STATE OF DEVELOPMENT – DIVING DEEPER

INDUSTRIAL – Key Metrics

INDUSTRIAL RENT

$7.00

$6.00

$6.56

$5.00

$3.91

$5.67

$4.00

$3.00

$2.00

$1.00

$0.00

2019

2020

2021

2022

2023

2024

Source: NAI Wisinski of West Michigan

Net absorption rates have trended positive since Q1 2020, however dropped to negative 427,601 square-feet in Q1 2024. That compares to the same period the previous year when the industrial market saw a positive 450,602 square-foot absorption. Industrial rents grew nearly 16% from $5.67 per square-foot in Q1 2023 to $6.56 per square-foot in Q1 2024. Rents have grown 68% since Q1 2019 when they were $3.91 per square-foot.

INDUSTRIAL SPACE UNDER CONSTRUCTION

3.0M

2,676,356 sq/ft

2.5M

2.0M

1.5M

1,119,269 sq/ft

1.0M

500K

349,700 sq/ft

0

2019

2020

2021

2022

2023

2024

Source: NAI Wisinski of West Michigan

Industrial space under construction peaked in Q4 2021 with 2.7 million square-feet in the pipeline. Since then, the industrial pipeline has continued to be whittled down, shrinking 69% from approximately 1.1 million square feet in Q1 2023 to nearly 350,000 square feet in Q1 2024.

07

STATE OF DEVELOPMENT – DIVING DEEPER

RETAIL – Key Metrics

RETAIL INVENTORY

24.5M

23.5M

22.5M

20.83M sq/ft

21.5M

20.79M sq/ft

20.5M

19.5M

18.5M

17.5M

2021

2022

2023

2024

Source: Colliers

Overall inventory of retail space declined less than a percentage point to 20.79 million square feet in Q1 2024 compared to 20.83 million square feet in the same quarter of 2023. Current inventory levels are equal to those of mid- to late- 2021. Retail submarkets including 28th Street SW, Alpine Avenue, and Rivertown Parkway gained inventory from Q1 2023 to Q1 2024. Submarkets including 28th Street SE, East Beltline, and Plainfield Avenue/Northland Drive recorded declining inventories during the same period.

RETAIL VACANCY

10.0%

8.0%

6.0%

4.9%

4.8%

4.0%

2.0%

0.0%

2021

2022

2023

2024

Source: Colliers

Retail vacancy rates declined to 4.8% in Q1 2024 from 4.9% in Q1 2023 and 6.2% in Q1 2022.

08

STATE OF DEVELOPMENT – DIVING DEEPER

RETAIL – Key Metrics

RETAIL LEASE RATES

$18.00

$15.81

$15.69

$16.00

$15.00

$14.00

$12.00

$10.00

$8.00

2021

2022

2023

2024

Source: Colliers

Retail lease rates declined marginally from $15.81 in Q1 2023 to $15.69 in Q1 2024. Leasing rates for retail space have hovered within the $15-range since Q4 2022.

RETAIL SPACE UNDER CONSTRUCTION

200K 160K 180K 120K 140K 80K 100K

40K 60K 0 20K

14,240 sq/ft

13,500 sq/ft

2021

2022

2023

2024

Source: Colliers

Retail space under construction continues to taper off with 13,500 square-feet in the pipeline in Q1 2024 – a figure slightly lower than the 14,240 square-feet under construction during the same quarter the previous year, and down significantly from the 172,000 square-feet under construction in Q1 2022.

09

STATE OF DEVELOPMENT – DIVING DEEPER

HOUSING – Key Metrics

SINGLE FAMILY HOME SALES

5K 4.5K 4K 3.5K 2K 2.5K 3K 1.5K 1K 500 0

2019

2020

2021

2022

2023

2024

Source: Greater Regional Alliance of Realtors (GRAR)

Quarterly single family homes sales in Greater Grand Rapids declined 14% in Q1 2024 compared to the same quarter the previous year. Home sales, in general, have fallen year-over-year since 2020. From 2015 to 2020, annual home sales hovered between 13,000 and 14,000 units. Annual home sales have since declined 29% from 2020 to 2023, reaching 9,500 units in 2023. This decrease is likely driven by increased housing costs, rising interest rates, and general financial uncertainty. Changes in average active listings and average days on market also reflect a cooling residential market.

10

STATE OF DEVELOPMENT – DIVING DEEPER

HOUSING – Key Metrics

AVERAGE ACTIVE LISTINGS PER QUARTER

3K

2,700

2.5K

2K

1.5K

916

1K

665

500

0

2019

2020

2021

2022

2023

2024

Source: Greater Regional Alliance of Realtors (GRAR)

Average quarterly listings fell 27% to 665 listings in Q1 2024, compared to the 916 average listings posted in the same quarter the previous year. Average quarterly listings have steadily declined from a peak of 2,700 listings in Q3 2019.

AVERAGE DAYS ON MARKET BY QUARTER

60

50

35 Days

34 Days

40

30

20

10

0

2019

2020

2021

2022

2023

2024

Source: Greater Regional Alliance of Realtors (GRAR)

The average days on market for residential homes remained relatively flat compared to 2023.

11

STATE OF DEVELOPMENT – DIVING DEEPER

HOUSING – Key Metrics

MEDIAN LISTING PRICE

Greater Grand Rapids

Michigan

United States

$500K

$450K

$400K

$390,800

$412,800

$350K

$300K

$250K

$263,967

$200K

$150K

2019

2020

2021

2022

2023

2024

Source: Realtor.com

Home prices continue to rise, with the median listing price for housing in Greater Grand Rapids edging up nearly 6% to $412,800 in Q1 2024, compared to $390,800 the same quarter the previous year. Median home prices in Greater Grand Rapids have historically trended lower than that of the country as whole. Data from Q1 2024, however, shows that gap shrinking significantly with U.S. median home prices clocking in at only $4,000 more than those in Greater Grand Rapids.

Permitted building units issued for new residential structures increased 3.7% from 2022 to 2023, reaching nearly 3,000 total units. The increase in building units was driven by 5+ unit multi-family housing structures, which grew nearly 31% in 2023 (1055 multi-family units) compared to the previous year. These gains were tempered slightly from a 14% decline in single-family units during the same period. 376 new permitted building units (143 single-family and 233 multi-family) were issued in the first two months of 2024. This is down from the 408 issued during the same period of 2023.

PERMITED UNITS BY TYPE

6,000

2023 2024 YTD

5,000

2022 2021 2020 2019

4,000

3,000

2,000

1,000

Single Family

2 Unit Multi-Family

3-4 Unit Multi-Family

5+ Unit Multi-Family

0

Unit Type

Source: U.S. Department of Housing and Urban Development

12

STATE OF DEVELOPMENT – DIVING DEEPER

The State of Michigan is actively investing in site readiness through the Strategic Site Readiness Program (SSRP). With industrial vacancy rates under 2% in Greater Grand Rapids, the $87.5 million SRRP is designed to accelerate development site creation and ensure the area remains competitive with attracting investment and creating high-quality jobs. The SSRP provides access to grants, loans, and other economic assistance for site improvements, land acquisition and assembly, infrastructure improvements, demolition, construction, rehabilitation, environmental remediation, architectural engineering and other activities. STRATEGIC SITE READINESS PROGRAM (SSRP) Grant Summary INDUSTRIAL SITE READINESS OPPORTUNITY

Covenant Business Park The 200-acre Covenant Business Park in Lowell Township was selected as one of 18 projects across the state to receive SSRP funding. Lowell Township and the City of Lowell formed a historic collaborative agreement to provide utility service at the site. The $17.5 million in SSRP dollars will be deployed to support critical infrastructure development for the site, including expanding the City of Lowell’s wastewater system to reach Covenant Business Park. The Right Place will work closely with stakeholders to administer and support the funding and site development.

Home to a growing and diversified manufacturing industry, Grand Rapids, Michigan, has the lowest vacancy rate among the 50 biggest industrial markets in the nation.” - CoStar

SSRP Economic Development Organization Funding

The Right Place, Lakeshore Advantage, Greater Muskegon Economic Development, and other regional partners are collaborating with the commercial real estate community and developers to identifying additional high-priority, high-impact, high-ROI potential industrial sites. SSRP provided $4 million in funds for this cohort to invest in site preparation, due diligence, site assessment activities, and other strategic investments.

For additional information, please contact Travis Alden of The Right Place at aldent@rightplace.org .

13

STRATEGIC SITE READINESS PROGRAM

NEW DEVELOPMENT

PROJECTS

Overview

The following projects represent notable developments throughout Greater Grand Rapids as categorized by The Right Place and is not meant to offer a comprehensive list of projects.

2 1 3 4 5 6 7

Acrisure Amphitheater

The BlueJay Hotel

11

Booking.com Office

Bridge Business Center

Corewell Health Service Center

The Current

Eden Forest Townhomes

10 6

15

3

8

Fifth Third Building Residential Redevelopment

8

3

2 16

9 10 11 12 13 14

Grand Rapids Soccer Stadium

14

1

Lofts on Grove

Rose Hotel

12

13

Seymour Condominiums

5

Shea Ravines

Studio Park Residential Tower

7

15

Sun Title Property Housing Development

16 !

Talbot Apartment Project

4

Additional site details available on the following pages

14

NEW DEVELOPMENT PROJECTS

NEW DEVELOPMENT PROJECTS – DETAILS

Type: Commercial Developer: Grand Action 2.0 General Contractor: Pioneer Construction & Barton Malow Investment: $184 million Footprint: 12-acre site Address: 201 Market Avenue SW Timeline: 2026 Status: Breaking ground as of Spring 2024 Description: When complete, the Acrisure Amphitheater will hold 12,000 people. The project will also include 475 residen- tial units. Acrisure Amphitheater 1

Bridge Business Center 4

Type: Industrial Developer: Vision Real Estate General Contractor: N/A Investment: N/A Footprint: 126,000 square feet Address: 9765 Division Avenue SW, Byron Center Timeline: N/A Status: Under Construction Description: Speculative industrial building currently under construction in Byron Center by Vision Real Estate.

Corewell Health Service Center 5

Type: Boutique Hotel Developer: Brad Veneklase General Contractor: Kozak Construction Investment: $1.3 million Footprint: 3,600 square feet The BlueJay Hotel 2

Type: Commercial Developer: Corewell Health General Contractor: Pioneer Construction Investment: $80 million Footprint: 295,515 square-foot building on a 40-acre parcel Address: 300 36th Street, Wyoming (Site 36) Timeline: N/A Status: Approval Pending Description: Corewell Health plans to invest $80 million in a new service center at the site of a former General Motors manufacturing plant. Corewell Health acquired a 40-acre parcel of the site where it plans to build the nearly 300,000 square-foot facility.

Address: 644 Bridge Street NW Timeline: Opened in January 2024 Status: Complete Description: A boutique, five-room hotel completed in early 2024 on Grand Rapids’ West Side.

Booking.com Office 3

The Current 6

Type: Commercial Renovation Developer: N/A General Contractor: Carbon Six Construction Investment: $450,000 Footprint: 5,479 square feet Address: 99 Monroe Avenue NW Timeline: Summer 2024 Status: Under Construction

Type: Mixed-Use Residential Developer: Talbot Development General Contractor: Pinnacle Construction Group Investment: $1.5 million

Footprint: 45,000 square feet Address: 220 Quimby Street NE Timeline: N/A Status: Under Construction

Description: Booking.com leased half of the fifth floor of the 12-story office building located at 99 Monroe Avenue NW and is remodeling the space.

Description: The Current is a four-story mixed-use residential project in the Creston neighborhood. The property is expected to include 49 studio units, 20 one-bedroom units, and three two-bedroom units as well as a 1,100-square-foot café and 9,337-square-foot common area.

15

NEW DEVELOPMENT PROJECTS – DETAILS

Type: Residential Developer: 60th Street Ventures LLC General Contractor: Orion Construction Investment: N/A Footprint: 274 units on a 40-acre parcel Address: 1184 60th Street SE, Gaines Township Timeline: Mid-2025 (phase one) Status: Under Construction Eden Forest Townhomes 7

Type: Mixed-Use Residential Developer: First Companies General Contractor: N/A Investment: N/A Footprint: N/A Address: 1329 and 1359 Plainfield Avenue NE Timeline: Completed Status: In Planning Description: This mixed-use development contains a market-rate mixture of studios, one- and two-bedroom apartments. Lofts on Grove 10

Description: Orion Construction is currently building the first phase of what will become a 274-unit (mixed rental and for-sale housing) residential development in Gaines Township. The first phase of the project will include 152 rental townhomes.

11

Rose Hotel

8

Fifth Third Building Residential Redevelopment

Type: Hotel Developer: Wheeler Development Group

Type: Residential Developer: CWD Real Estate Investment LLC General Contractor: N/A Investment: $31.7 million Footprint: 140 units (95,025 square-feet) Address: 111 Lyon Street NW Timeline: Late 2026 Status: Pending City Approval

General Contractor: N/A Investment: $14 million Footprint: 40,000 square feet

Address: 12 S. Main Street, Rockford Timeline: June 2025 Targeted Opening Status: Secured funding. Groundbreaking pending.

Description: This three-story hotel will provide 54 guest rooms, a hotel-managed restaurant and bar, and retail space for lease located in downtown Rockford.

Description: CWD Real Estate plans to renovate the upper seven floors of the Fifth Third building from office/commercial to 140 new residential units.

Grand Rapids Soccer Stadium 9

Type: Commercial Developer: Grand Action 2.0 General Contractor: N/A Investment: $108 million (initial investment) Footprint: 7.25 acres plus Address: Near YMCA and U.S. 131 Timeline: Breaking ground planned in 2024 Status: In Planning

Description: Grand Action 2.0 is planning a 8,500-seat soccer stadium near the YMCA and U.S. 131 in downtown Grand Rapids. The site will also include 260 residential housing units

16

NEW DEVELOPMENT PROJECTS – DETAILS

12

Sun Title Property Housing Development 15

Seymour Condominiums

Type: Residential Developer: ICCF Community Homes General Contractor: Wolverine Building Group Investment: $13.6 million Footprint: 27-unit Condo Development Address: 2550 Eastern Avenue SE Timeline: Planned Completion in August 2026 Status: In Planning

Type: Mixed-Use Apartment Developer: Pinnacle Construction Group General Contractor: N/A Investment: N/A Footprint: 2-acre lot to support a 186-unit development Address: 385 and 301 Leonard St. NE Timeline: N/A Status: Pending City Approval Description: Pinnacle Construction Group and Sun Title Agency plan to rezone and develop a vacant, 2-acre parcel to support a five-story mixed-use development with up to 186 new, mixed- income rental housing.

Description: The Seymour Condominiums project will provide 27 units on the former site of Seymour Christian School in Alger Heights. These units are aimed at low-income and mid-market home buyers.

13

Talbot Apartment Project 16

Shea Ravines

Type: Mixed-Used Residential Developer: Talbot Development

Type: Residential Developer: Woda Cooper Development and Cherry Health General Contractor: N/A Investment: N/A Footprint: 56 Units Address: 2929 Burlingame Avenue SW, Wyoming Timeline: N/A Status: N/A Description: Shea Ravines will provide 56 units of affordable housing in Wyoming, with 20 units reserved for supportive housing through the Grand Rapids Housing Commission.

General Contractor: N/A Investment: $31 million

Footprint: 117,000 square feet Address: 648 Bridge Street NW Timeline: Project to begin by the end of 2024 and conclude in 2026 Status: In Planning Description: Talbot Development plans to convert the former Duthler’s Family Food store into a 150-unit, five-story, mixed-use development project.

Studio Park Residential Tower 14

Type: Residential Developer: Olsen Loeks Development General Contractor: Rockford Construction Investment: $62 million Footprint: 200 units (212,000 square-feet) Address: 144 Oakes Street Southwest Timeline: Fall 2024 Status: Under Construction

Description: This 16-story residential tower is the second phase of the Studio Parks development. The new tower will include 200 units of apartments and luxury condos above the Studio Park parking garage.

17

NEW DEVELOPMENT PROJECTS – DETAILS

AUTHOR’S PAGE

Authors

Tim Mroz Senior Vice President, Community Development

John Wiegand Business Intelligence & Research Manager

Eric Heys Marketing Coordinator

Contributors

Randy Thelen President & CEO

Brad Comment Senior Vice President, Strategic Initiatives

Rafael Martinez Business Intelligence & Research Manager

Travis Alden Senior Director, Community Development

Questions?

For questions on information contained in this report, or if you’d like to discuss your development goals with us, please contact:

Tim Mroz Senior Vice President, Community Development 616.881.1038 mrozt@rightplace.org

Travis Alden Senior Director, Community Development 231.233.4349 aldent@rightplace.org

18

AUTHOR’S PAGE

About The Right Place The Right Place is a leading economic development organization serving the Greater Grand Rapids Region. Our mission is to drive sustainable economic growth and shared prosperity for all in the region. We concentrate on three key strategic pillars to achieve this mission: People, Place, and Prosperity. PEOPLE We aspire to be a region where everyone can achieve their highest potential. We work toward this aspiration by strategizing with regional talent partners, leveraging our business network to amplify best practices, and benchmarking area talent development, retention, and attraction efforts. PLACE We aspire to be a region of choice, where people choose to visit, locate, & stay. We work toward this aspiration by focusing on strategies related to placemaking, infrastructure enhancements, site development and transformational projects. PROSPERITY We aspire to be a vibrant economy that provides good careers & opportunities for all. We work toward this aspiration through strategies focused on business retention, expansion, and attraction, economic inclusion, and business intelligence.

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