Portland Industrial Market Overview_Q1 2021

PORTLAND, OREGON INDUSTRIAL OVERVIEW Q1 2021 PREPARED BY: AARON WATT & KEEGAN CLAY

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2 PORTLAND INDUSTRIAL MARKET OVERVIEW / Q1 2021

TABLE OF CONTENTS The Team................................................................................4 2020 Overview.....................................................................6 Market Drivers.......................................................................8 Location Overview............................................................ 12 Market Knowledge............................................................ 16 Development Overview................................................. 28 Contact................................................................................. 32

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TEAM OVERVIEW

ABOUT THE TEAM

The Watt/Clay/Lin team represents tenants and landlords in the leasing and sale of industrial properties in the Portland, Oregon area and throughout the country. They have a proven track record and have completed the largest new lease transactions in the Portland Metro area in 2016 and 2017. They’ve leased over 24M square feet since 2008. They are members of the Cushman & Wakefield Logistics, Food & Beverage and Land advisory groups allowing them to network with brokers across the nation and stay on top of trends affecting their clients. Additionally, they are a part of the West Coast Capital Markets Industrial Advisory Group, a fully integrated, national services platform dedicated to providing best-in- class service to capital markets clients. Their rigorous focus on results pushes them to deliver optimal solutions for their clients and successfully execute any assignment.

AARON WATT an 18-year real estate veteran, joined Cushman & Wakefield in 2008. Aaron specializes in landlord and tenant representation, as well as acquisition and disposition of industrial properties. Aaron’s clients have included several high-profile occupiers and leading global companies such as Amazon, Petco, Golden State Foods, and Nordstrom, as well as regional companies including Portland General Electric, Alliance Door Products, Schnitzer Steel, and C&L Tire Distributors. He is ranked among the top 20 industrial brokers in the Portland Metro area by CoStar for his overall marketing and industrial leasing activity and was awarded 2017 Industrial Broker of the Year by the Commercial Association of Brokers (CAB), NAIOP and SIOR. Aaron graduated from the University of Oregon (UO) with a BS in Economics and is currently affiliated with NAIOP, UO Alumni Association, and the Multnomah Athletic Club. His background in business-to-business sales, ingrained sense of client service, and understanding of a firm’s financial requirements have assisted him in providing exceptional service and real estate expertise. KEEGAN CLAY joined Cushman & Wakefield in 2015. With extensive experience in accounting, project management, and consulting within Fortune 500 companies, and a strong vision for the future of Oregon, Keegan brings an approach that is both analytical and personal allowing him to find clear, creative solutions to meet his clients’ commercial real estate needs. In his first full year, Keegan completed thirty- one lease transactions and two sales totaling 640,964 square feet with a value of $43 million. Keegan received the Cushman & Wakefield Rising Star award for 2018. This award, only given to two brokers across the Americas, is a testament to his efforts always putting the client first, preparing them for what’s next in the rapidly evolving sector. Keegan graduated with an MBA from the University of Denver and received his undergraduate in Business from the University of Oregon. Keegan is currently affiliated with the CAB, NAIOP, PDXDrones, Boys and Girls Club and Junior Achievement. LUCY LIN recently joined the Watt/Clay team, overseeing transaction processes and operations. Her experience casts a wide range from facilities management to direct sales, and lends well to the execution of a highly-functioning brokerage unit. Lucy’s continued support and pursuit for achieving distinguished client relations will advance the team’s current successes further.

4 PORTLAND INDUSTRIAL MARKET OVERVIEW / Q1 2021

TEAM OVERVIEW

35 years combined industrial real

2017-2020 TEAM SALE AND LEASING STATS

estate + finance experience

151 LEASE & SALE TRANSACTIONS

$385M AGGREGATE LEASE VALUE

$160M SALE CONSIDERATION

8.6M SF PROPERTY LEASED

Aaron Watt Industrial Broker of the Year CAB, NAIOP, SIOR 2017 Keegan Clay PBJ's Forty Under 40 Winner 2021 Cushman & Wakefield Rising Star 2018 Rookie Broker of the Year CAB, NAIOP, SIOR - 2016

AWARDS / ACTIVITIES / RECOGNITION

ƒ Rising Star, Cushman & Wakefield Americas 2018 ƒ Completed the largest industrial transactions 2016 & 2017 ƒ CAB, NAIOP, SIOR Industrial Broker of the Year, 2017 ƒ CAB, NAIOP, SIOR Rookie of the Year Award, 2016 ƒ CoStar Power Brokers ƒ CAB Board Member ƒ NAIOP Public Affairs Committee

#1 MARKET SHARE IN U.S. INDUSTRIAL LEASING CoStar 2016

KEY TENANT REP ASSIGNMENTS

Client

Type Size (SF) Lease 1,016,020 Lease 918,400 Lease 857,000 Lease 303,000

Client

Type Size (SF) Lease 68,177 Lease 68,000 Lease 64,000 Lease 62,299 Lease 58,051

Amazon Amazon Amazon Amazon Celestica

Alliance Door Latitudes, LLC

Members of Cushman & Wakefield Logistics, Food & Beverage, & Land Specialty Practice Group

C&L Tire Distributors

Petco

Lease 165,000 Stanley/Black & Decker Lease 126,000 Cardinal Aluminum Lease 113,000 Ergotron Lease 110,000 Amazon Lease 89,481

Golden State Foods LaSalle Bristol Corp.

Lease 56,000 Furniture Connection Lease 46,800 Terminal Transfer, Inc. Lease 46,800 Nordstrom Lease 32,103

Aaron & Keegan are Native Oregonians

AGENCY EXPERIENCE

GLP

LaSalle Investment Management

RREEF

ƒ

ƒ

ƒ

Industrial Property Trust/Black Creek Group

Trammell Crow

ƒ

ƒ

& craft beer enthusiasts

Lincoln Property Co.

ƒ

Watumull Properties

ƒ

Panattoni

ƒ

KBS Realty Advisors

ƒ

Principal Real Estate Investors

ƒ

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‘20 ANNUAL OVERVIEW

2020 OVERVIEW

2020 Overview

Construction

2.32MSF Completed in 2020

Inventory 209.7 MSF

Q4 2020 Vacancy 4.1%

Highlights Blue Lake Corporate Park

463,500

Portside Logistics Park

289,787

Absorption -628,253 SF

Cipole Industrial Park

235,050

-2,045,737

Sandy Blvd Industrial Park

110,525

Prologis PDX 23

156,900

Completed 2,323,977 SF

Prologis Meadows

148,060

Ridgefield Commerce Center

117,145

Mason Industrial Park

101,475

Imperial Industrial Park

81,930

Asking Rates

Pinefarm Business Center

57,304 Total 1,761,676

14.9% Growth in asking rates over 5 years

2021 Est. Completions Bridge Point I-5

677,033

Tualatin-Sherwood Corporate Park

262,732

Big River Logistics

192,577

Vancouver Logistics

170,089 Total 1,302,431

Sales The Cubes at Troutdale

$61M - $174.75/SF

Rivergate Logistics Center

$39M - $146.00/SF

Portfolio (Prologis)

$32M - $170.00/SF

PDX Logistics III

$43.5M - $169.00/SF

Portland Portal II

$46.8M - $130.00/SF

Portside Industrial Park

$36.9M - $127.40/SF

Portland Portal II

$17.5M - $137.45/SF

Portland Distribution Center

$14.5M - $118.08/SF

Leases

Bob’s Red Mill 520,097 SF

Hawthorne Hydroponics 226,960 SF

Cascades Tissue Group 225,250 SF

Core-Mark

Javelin Logistics 123,114 SF

243,008 SF

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MARKET DRIVERS

Portland, Oregon continues to be recognized as having one of the fastest growing metropolitan areas in the U.S. Over the past decade, the area has registered extraordinary growth in population, jobs, and infrastructure spanning across the different commercial real estate product types. The industrial market has been on a tear with record low vacancy & surging rents. Some of the drivers that have been propelling the industrial market forward include the following:

INBOUND MIGRATION

URBAN GROWTH BOUNDARY

TECH CLUSTER

ATHLETIC/ APPAREL CLUSTER

FOOD & BEVERAGE CLUSTER

8 PORTLAND INDUSTRIAL MARKET OVERVIEW / Q1 2021

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PORTLAND MARKET DRIVERS

The boundary has only grown by 14% while popula- tion has grown by 61% since it was originally drawn.

THE URBAN GROWTH BOUNDARY enacted to preserve forests and farmland, support existing employment areas, and safeguard land availability for new development when necessary.

The UGB has been modified 35 times since the initial drawing in 1979.

INBOUND MIGRATION

PORTLAND MSA POPULATION GROWTH

The popular sketch comedy TV show Portlandia dubbed Portland “the place where young people go to retire.” But in reality, it is actually where many young people move not only for the hipster vibe but also for innovative and creative jobs, affordable living and an active, outdoor-focused lifestyle.

2010 2,232,205 people

2020 2,508,350 people

12.4% 276, 45

0 500000 10000001500000200000025000003000000

new people

Source: Moody’s Analytics

FOR ATTRACTING MILLENNIALS - GoBankingRates 3 #

No. 2 | Best Place for Young Professionals -U.S. News & World Report

#5 Place for Business and Career -Forbes

10 PORTLAND INDUSTRIAL MARKET OVERVIEW / Q1 2021

PORTLAND MARKET DRIVERS

FOOD AND BEVERAGE CLUSTER From the fertile fields of the Willamette Valley to the fine dining and brewpubs of Portland, food is a defining feature of Portland’s culture and economy. The Portland metropolitan region’s food economy employs tens of thousands of workers throughout the food supply chain— quite literally spanning from farm to table. To the right are some of the most notable food and beverage producers and distributors that call the Portland MSA home.

TECH CLUSTER

ATHLETIC & APPAREL/ SPORTS CLUSTER

INTEL = #1 EMPLOYER IN PORTLAND & OREGON

A number of footwear and apparel competitors call Portland home including: Nike’s world HQ, Columbia Sportswear,

Intel’s Oregon operations cover 4 campuses

Lacrosse Footwear, Keen, and Dr. Martens Addidas,

Intel’s largest concentration of facilities and talent in the world is in the Portland area. 20,000 people are located at the Intel Portland site making the company Portland and Oregon’s largest employer

PORTLAND IS No. 2 for high-growth tech talent -Forrester Research

NIKE IS THE 2 ND LARGEST

MANUFACTURING FIRM IN OREGON

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LOCATION OVERVIEW

BISECTED BY INTERSTATE 5 - West Coast’s Most Prominent Distribution Channel 5

COLUMBIA & WILLAMETTE RIVERS Intersect within the Market

209 MSF Inventory Tracked by Cushman & Wakefield

4 0

0

M i

3 0

l e

Seattle

0

s

M i

2

0 0

l e

s

M i l

1

0

0

e s

M i l

e s

Portland

Boise

Medford

Reno

Sacramento

Bay Area

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LOCATION OVERVIEW

13

PORT OF PORTLAND

PORT OF VANCOUVER

500

VANCOUVER

PORTLAND INT. AIRPORT

9

2

10

30B

8

30

4

5

7

6

99

NE PORTLAND

HILLSBORO

NW PORTLAND

84

26

PORTLAND CBD

SE PORTLAND

205

405

4

BEAVERTON

26

5

SW PORTLAND

217 1

3

99E

99W

TIGARD

11

LAKE OSWEGO

12

TUALATIN

5

WILSONVILLE

14

CANBY

14 PORTLAND INDUSTRIAL MARKET OVERVIEW / Q1 2021

BUTTEVILLE

BARLOW

LOCATION OVERVIEW

217 CORRIDOR Highway 217 runs straight through this submarket which is the only truck/commuting highway running from Interstate 5 from Tigard to Highway 26 in Beaverton. Contracting and service providers occupy a significant portion of this submarket which is driven by high density housing and suburban office. AIRPORT WAY is named after its proximity to Portland International Airport. It’s is home to over 150 industrial tenants including, Portland’s Air Cargo Facilities and Portland International Center, a 458 acre logistic center. This submarket has traditionally been the most desired for logistics companies with easy accessibility to major transportation arterials including Interstate 5/205 going north and south and Interstate 84 going east and west. CLACKAMAS/MILWAUKIE runs along the east side of the Willamette River along Interstate 205. Food and beverage groups have been primary users in the area. Super Value, Kroger/Fred Meyer and large freezer/cooler operations have a significant presence in the area. CLOSE-IN NORTHEAST/SOUTHEAST is the original industrial area in the city. It offers older product and is favored for conversions to breweries, distilleries, restaurants or demos for ground up mixed use construction. EAST COLUMBIA CORRIDOR is adjacent to the Columbia River and Interstate 84 running east and west. Amazon is building a multi-story, 875,000 SF sorting facility on former Port of Portland land in the submarket. This submarket has seen some of the largest spec development activity. GATEWAY offers traditional, smaller, free standing warehouses with limited institutional product located along Interstate 84. GUILDS LAKE is the closest submarket to the CBD. It runs adjacent to the Union Pacific Railroad and has realized some of the highest rent appreciation in all of the submarkets due to its ability to service the downtown core. The most notable tenant is Georgia-Pacific, residing in an 844,000 SF building – the largest building in the submarket. HILLSBORO is nicknamed the “Silicon Forest” for the cluster of high tech companies that call this area home, notably: Intel, Tektronix, Planar, HP and Xerox. Highway 26 is the main arterial through this submarket. Hillsboro is characterized by larger industrial and flex product that typically service high tech or footwear and apparel companies. RIVERGATE is where the Port of Portland’s marine Terminal 5 and 6 reside. Portland’s port is one of the largest importers of automobiles on the west coast and is a heavy grain exporter. This submarket has traditionally been the best value of all the submarkets resulting from limited amenities and bigger box availabilities over 50,000 SF. Neighboring Terminal 6 is Columbia Sportswear’s distribution center totaling 815,000 SF. SWAN ISLAND is home to Daimler’s U.S. trucking headquarters. Other large occupiers include UPS and FedEx, Grainger and multiple beverage distribution centers. Swan Island has excellent access to Interstate 5 and Portland’s urban core. TIGARD is located between Highway 99 and Interstate 5. The submarket has large business parks that accommodate various tenant sizes with great access to Interstate 5. TUALATIN/SHERWOOD is popular with owner/users and institutional landlords. Tualatin offers amenities, good schools, housing and close proximity to Interstate 5. VANCOUVER appeals to users with existing business within Washington State. The Port of Vancouver is located west of Interstate 5. Owner/Users are very active north of Vancouver in Ridgefield, leveraging the intersection of Interstate 5 and Interstate 205. WILSONVILLE Straddling Interstate 5, Wilsonville contains major vendors’ distribution centers including: Rite Aid (517,000 SF), Sysco (269,000 SF), and Coca-Cola (145,000 SF). With easy access to Interstate 5 and 205, Wilsonville offers a lot of flexibility for logistics operations.

1

2

3

4 5 6 7

5

84

TROUTDALE

GRESHAM

26

8

9

10

11 12 13

14

ESTACADA

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MARKET KNOWLEDGE

KEY STATS PORTLAND INDUSTRIAL

VACANCY Q1 2021

3.8%

3.3%* *Adjusted vacancy

WAREHOUSE / DISTRIBUTION

TOTAL INDUSTRIAL (FLEX INCLUDED)

+60 BPS YOY

+40 BPS YOY

RENTAL RATES Q1 2021

$0.67 WAREHOUSE / DISTRIBUTION

2.8% INCREASE YOY $0.73 TOTAL INDUSTRIAL (FLEX INCLUDED)

4.7% INCREASE YOY

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VENERSBORG PORTLAND AREA INDUSTRIAL SUBMARKETS SUMMARY OF CURRENT CONDITIONS

DOLLARS CORNER

BATTLE GROUND

LEGEND a) Total Overall Vacancy Rate/Inventory b) Overall Net Absorption YTD (Square Feet) c) Under Construction (Square Feet) d) Direct Average Net Asking Rent NNN (WH/D) e) Direct Average Net Asking Rent NNN (Overall) 1st Quarter 20 21

5

MEADOW GLADE

BRUSH PRAIRIE

MOUNT VISTA

HOCKINSON

FELIDA

SALMON CREEK

BARBERTON

LAKE SHORE

ORCHARDS

WALNUT GROVE

HAZEL DELL

205

Vancouver/Clark County

WASHINGTON

MINNEHAHA

30

Rivergate

VANCOUVER a) 1.6% / 25,609,249 b) -17,607 c) 289,729

a) 4.9% / 716,905 b) -402,981 c) 0

d) $0.73 e) $ 0.90

d) $0.50 e) $ 0.51

5

CAMAS

Airport Way

99

a) 3.3% / 32,385,664 b) -23,991 c) 0

Hillsboro/Sunset Corridor

Northwest Portland

BETHANY a) 0.8% / 24,131,376 b) 37,011 c) d) 195,550 $0.96 $ 1.27 e )

d) $0. 64 e) $ 0.75

12,743,826

a) 2.1% / b) 15,522 c) 0 d) $ 0.68 e) $ 0.69

East Columbia

MAYWOOD PARK

PORTLAND

a) 6.7% / 16,319,933 b) -71,144 c) 45,220

WOOD VILLAGE

30

84

30

CEDAR MILL

d) $0.61 e) $ 0.60

205

405

CEDAR HILLS

GRESHAM

WEST SLOPE

26

26

26

RALEIGH HILLS

ALOHA

BEAVERTON

99

5

PORTLAND

MILWAUKIE

Clackamas/Milwaukie

Tigard/Lake Oswego

43

a) 3.7% / 25,118,472 b) 343,865 c) 49,100

DAMASCUS

a) 1.8% / 8,526,313 b) -57,247 c) 0

TIGARD

BULL MOUNTAIN

OATFIELD

JOHNSON CITY d) $ 0.67 e) $ 0.67

LAKE OSWEGO

d) $0.54 e) $ 0.68

KING CITY

JENNINGS LODGE

RIVERGROVE

205

Tualatin/Sherwood

STAFFORD

TUALATIN

5 a) 2.3%/ 13,816,590 b) 109,686 c) 533,513

WEST LINN

205

SHERWOOD

d) $ 0.66 e) $ 0.72

OREGON CITY

PORTLAND AREA TOTALS Overall Vacancy Rate/Inventory YTD Overall Net Absorption (SF) Under Construction (Square Feet) Direct Net Rental (monthly - WH/D) (Not all markets are shown on map)

WILSONVILLE

3.3% / 214,275,192

Wilsonville

OREGON

-65,631

1,113,112

a) 3.0% / 8,755,177 b) 17,615 c) 0

$0. 67

d) $0.80 e) $ 0.80

BEAVERCREEK

CANBY

99

BUTTEVILLE

BARLOW

18 PORTLAND INDUSTRIAL MARKET OVERVIEW / Q1 2021

AURORA

OCCUPIERS IN THE MARKET

OCCUPIERS IN THE MARKET

Requirement (Sq. Ft.) Minimum Maximum 900,000 1,000,000

Requirement (Sq. Ft.) Minimum Maximum 150,000 180,000

Tenant

Tenant

Project Tabor

E commerce Books

Project Apofiki

700,000 800,000

Undisclosed Food Grade

150,000 175,000

Undisclosed Steel Distribution

110,000 175,000

Project Justify

700,000 800,000

Undisclosed Distribution

150,000 160,000

Project Emerald

700,000 750,000

Bell Carter

140,000 160,000

Project Doug Fir

700,000 750,000

Undisclosed Distribution

125,000 150,000

E-Commerce

500,000 750,000

Undisclosed Beverage Dist

100,000 150,000

Undisclosed Distribution

500,000 600,000

Undisclosed E commerce

100,000 150,000

Undisclosed

500,000 500,000

Home Chef

100,000 125,000

Undisclosed Food User

400,000 500,000

Trailblazer Foods

100,000 125,000

Undisclosed Manufacturing

400,000 450,000

Heritage Foods

100,000 110,000

Undisclosed Distribution

400,000 450,000

Lowes

100,000 110,000

Project Lunar

350,000 400,000

Undisclosed Distribution

80,000

100,000

Project Quail

300,000 400,000

Wellmade

80,000

100,000

Project Charlie - E-commerce

200,000 400,000

Undisclosed Auto Parts

80,000

100,000

Undisclosed

300,000 350,000

Undisclosed Steel Manufacturer

80,000

100,000

Undisclosed Distribution

300,000 350,000

Project Patriot

225,000 325,000

Undisclosed Distribution

70,000

100,000

Undisclosed E-commerce

250,000 300,000

Undisclosed Distribution

60,000

100,000

Shamrock Foods

200,000 300,000

Breakside Brewing

90,000

90,000

Undisclosed Distribution

150,000 300,000

Undisclosed Manufacturer

80,000

90,000

Undisclosed Manufacturer

70,000

80,000

Project T

200,000 250,000

Undisclosed Manufacturer

35,000

75,000

Benchmade Knives

200,000 250,000

Undisclosed Manufacturer

70,000

70,000

Undisclosed Grocery Distribution

150,000 250,000

XPO Logistics

50,000

65,000

Terminal Transfer

200,000 225,000

Best Buy

40,000

50,000

Owens Corning

200,000 200,000

BSG

30,000

40,000

Undisclosed Distribution

180,000 200,000

World Pac

25,000

30,000

Planar Systems

150,000 200,000

TOTAL

12,905,000 15,790,000

Legacy Roma

150,000 200,000

Undisclosed Roof Manufacturing

100,000 200,000

 = Aaron & Keegan Tenant Rep Clients

KeHe Foods

175,000 200,000

Undisclosed Distributor

160,000 180,000

15.8 MSF in the Market. Watt/Clay representing +/- 3 MSF.

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MARKET KNOWLEDGE

PORTLAND AREA INDUSTRIAL LEASE RATES Q4 2020

BIG RIVER LOGISTICS 192,424 SF $0.60/$0.95 Available

KEY

ASKING

BYBEE LAKE LOGISTICS Bridgetown Trucking 161,495 SF/5,104 SF $0.46/$0.85 89 Months 8/2020 MARINE DRIVE DISTRIBUTION CENTER I Cascade Tissue Group 226,270 SF/4,051 SF $0.46/$0.90 38 months 7/2020

LEASE COMPS

Vancouver

Rivergate

SUBMARKET

RIVERGATE CORPORATE CENTER III 286,710 SF $0.52/$0.95

MAJESTIC BROOKWOOD BUSINESS PARK Rosendin Electric 90,000 SF / 15K Office

BRIDGE 437,516 239,517 $0.65/$ Under C

$0.59/$0.85 120 Months 01/2017

NORTHWEST LOGISTICS CENTER 187,546 SF $0.85/$1.00 Proposed

Northwest

Hillsboro

(CLOSE-IN NW) Straub Collaborative 41,717/6,250 Office $0.70/$0.90 121 Months 06/2017 THE HOPPER R&H Construction 51,796/24,900 Office $0.85/$1.50 120 Months 03/2018 Adidas 50,000/4,200 Office $0.58/$0.90 60 Months 7/2019

CIPOLE INDUSTRIAL PARK Iron Man 46,000 SF / 8,000 Office $0.63/$0.95 - months (- free) 12/2020 WILDROSE DISTRIBUTION Wine Direct 100,400 SF / 1,873 Office $0.56/$0.85 64 months 5/2019

TUALATIN DISTRIBUTION CENTER Gensco 73,221 SF / 2,950 Office $0.63/$0.95 63 months 04/2019 TUALATIN DISTRIBUTION CENTER MSI Stone 86,481 SF / 8,000 Office $0.60/$0.95 89 months 11/2018

CIPOLE INDUSTRIAL PARK 108,200 SF

Tualatin

47,225 SF 34,350 SF $0.63/$1.00 Available

20 PORTLAND INDUSTRIAL MARKET OVERVIEW / Q1 2021

LEASE RATES

PORTLAND PORTAL I I Spicers 49,480/3,487 Office $0.54/$0.95 64 Months 10/2019 185TH INDUSTRIAL CTR Celestica 52,170/1,884 Office $0.51/$0.95 79 Months 9/2019

BLUE LAKE CORPORATE PARK Scott’s/Hawthorne Hydroponics 378,000 SF/9,500 SF ofc. $0.545/$0.95 65 Months 09/2020 PORTLAND PORTAL II TGR Logistics 38,000/1,000 Office $0.54/$0.95 63 Months 05/2020 THE HOME DEPOT 156,900/4,300 Office $0.58/$0.95 122 Months 10/2019

CENTENNIAL INDUSTRIAL PARK

BLUE LAKE CORPORATE PARK 85,500 SF $0.58/$0.95 PORTLAND PORTAL II 80,170 SF $0.55/$0.95 Available

Hawthorne Hydroponics 124,768 SF / 2,000 SF ofc. $0.48/$0.85 60 Months 07/2018 COLUMBIA BUSINESS CENTER Applied Plant Sciences 46,057/870 Office $0.57/$0.85 62 Months 10/2020

SANDY INDUSTRIAL PARK 110,525 SF $0.58/$0.95 Available

E POINT I-5 SF

Airport Way

$0.95 Construction

East Columbia Corridor

CLACKAMAS CORPORATE PARK Core-Mark 243,008/13,000 Office $0.54/$0.95 147 Months (3 free) 02/2020 SAFEWAY DISTRIBUTION CENTER Calavo 134,692/8,000 Office $0.78 Blended 183 Months 10/2019

GLISAN CORPORATE PARK 146,000 SF $0.58/$0.90 Available

BIRTCHER CENTER WalMart 76,491/1,989 Office $0.58/$0.95 37 Month 01/2020 THE CUBES C&S Wholesale 349,080/20,000 Office $0.54/$0.90 120 Months 12/2019 CHEP 164,100/3,000 Office $0.50/$0.90 62 Months (2 free) 05/2019

VISTA LOGISTICS PARK Hydrofarm 98,482/3,036 ofc $0.54/$0.95 64 Months 8/2020 Imperial Brown 113,144/8,000 office $0.51/$0.90 126 Months (6 free) 05/2019 Samuel & Sons 125,624/7,487 Office $0.52/$0.90 125 Months (5 Free) 7/2019

Clackamas

VISTA LOGISTICS PARK Fully 948,481/2,000 Office $0.50/$0.95 6 Months 1/2020

CLACKAMAS CORP PARK 35,992 SF $0.62/$1.00

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MARKET KNOWLEDGE

PORTLAND AREA INDUSTRIAL SALE COMPARABLES Q4 2020

BYBEE LAKE LOGISTICS CTR I & II YEAR BUILT 2007 SALE DATE 02/2020 BUYER PCCP LLC SELLER Washington Capital Management SUBMARKET Rivergate RBA 729,175 PRICE/SF $113.14 CAP RATE - COMMENTS Two buildings - 438,750 SF and 290,425 SF. Ground lease.

PURDY WORLD HQ YEAR BUILT 1980 SALE DATE 9/2020 BUYER DRA SELLER Oregon Transfer SUBMARKET Rivergate RBA 95,458 PRICE/SF $125.71 CAP RATE 4.7% COMMENTS 100% leased.

Vancouver

Rivergate

595 WILSONVILLE BUSINESS CENTER YEAR BUILT 1997 SALE DATE 11/29/18

VANCOUVER COMMERCE PARK YEAR BUILT 1990 SALE DATE 12/1/2020 BUYER Harsch SELLER Private SUBMARKET Vancouver RBA 82,235 SF PRICE/SF $133.00 CAP RATE 5.5% COMMENTS 3 building portfolio. 100% leased by 3 tenants. YEAR BUILT 2020 SALE DATE 10/2020 BUYER Exeter SELLER Panattoni SUBMARKET Vancouver RBA 117,415 SF PRICE/SF $147.00 CAP RATE 5.2% COMMENTS Off market deal. RIDGEFIELD COMMERCE CENTER

Northwest

BUYER Harsch SELLER Private SUBMARKET Wilsonville RBA 114,250 SF

PRICE/SF $128.67 CAP RATE 5.26%

KINSMAN LOGISTICS CENTER YEAR BUILT 2006 SALE DATE 10/2018 BUYER Dermody Properties SELLER Private SUBMARKET Wilsonville RBA 108,698 SF PRICE/SF $136.00 CAP RATE 5.2% COMMENTS 100% occupied. Single-tenant industrial building: 20% office buildout, 20,000 SF of stacked office. STAFFORD DISTRIBUTION CENTER YEAR BUILT 1989 SALE DATE 1/8/2018 COMMENTS 100% occupied. Two-building, multi-tenant portfolio, 18% office buildout. RBA 249,000 SF PRICE/SF $113.25 CAP RATE 5.0% COMMENTS 98% occupied. Four building distribution center. Larger suite sizes. WILSONVILLE CORPORATE CENTER YEAR BUILT 1995 SALE DATE 7/12/2017 BUYER DDG/Goodmans SELLER Specht Properties SUBMARKET Wilsonville

3601 NW YEON YEAR BUILT 2000 SALE DATE 9/1/18

BUYER Prologis SELLER Private SUBMARKET Northwest RBA 205,177 SF PRICE/SF $126.00 CAP RATE 5.4% COMMENTS Off market deal.

PORTSIDE INDUSTRIAL PARK

YEAR BUILT 2020 SALE DATE 6/2020 BUYER Nuna Baby

Tualatin/ Wilsonville

SELLER Everwest/Specht SUBMARKET Vancouver RBA 289,737 SF PRICE/SF $127.40 CAP RATE 5.1% COMMENTS $127.40 SF is on warm shell – lighting and insula- tion – Tenant to build out office

MILL CREEK LOGISTICS YEAR BUILT 2018 SALE DATE 7/2019 BUYER PNC

BUYER Ivanhoe Cambridge SELLER Evergreen Industrial SUBMARKET Wilsonville

SELLER Capstone SUBMARKET Salem RBA 1,018,020 SF PRICE/SF $104 CAP RATE 5.08% COMMENTS 36’ clear. Leased to Amazon.

RBA 202,000 SF PRICE/SF $132.19 CAP RATE 5.0% COMMENTS 100% occupied. Part of a portfolio sale.

22 PORTLAND INDUSTRIAL MARKET OVERVIEW / Q1 2021

SALES COMPARABLES

PORTLAND DISTRIBUTION CENTER YEAR BUILT 1968 SALE DATE 12/3/2020 BUYER Black Creek Group SELLER Portland Distribution Center SUBMARKET East Columbia RBA 122,793 SF PRICE/SF $118.08 CAP RATE 4.5% COMMENTS Two fully leased buildings.

THE CUBES AT TROUTDALE YEAR BUILT 2019 SALE DATE 8/20/2020 BUYER KKR SELLER Clayco SUBMARKET ECC RBA 349,080 PRICE/SF - CAP RATE 4.11% excludes TI amortization COMMENTS Part of Portfolio.

PORTLAND PORTAL INDUSTRIAL CENTER YEAR BUILT 2019 SALE DATE 10/2020 BUYER Clarion SELLER Spada SUBMARKET ECC RBA 130,589 PRICE/SF $137.45 CAP RATE - COMMENTS Vacant building. Needs office build out.

r

VISTA LOGISTICS YEAR BUILT 2017

SALE DATE 11/2019 BUYER Blackcreek SELLER Specht / NYL SUBMARKET East Columbia RBA 733,232 PRICE/SF $127.00 CAP RATE 4.15% COMMENTS Occupancy 86%

Airport Way

GLISAN CORPORATE PARK YEAR BUILT 2018 SALE DATE 5/2019 BUYER Exeter SELLER Trammell Crow / Principal SUBMARKET East Columbia RBA 504,528 PRICE/SF $115.00 CAP RATE 5% COMMENTS 43% leased. CAP on projected stablized asset. 200K SF & 86K SF spaces remain.

East Columbia Corridor

SANDY INDUSTRIAL PARK YEAR BUILT 2020 SALE DATE 12/31/2020 BUYER Black Creek Group SELLER City of Gresham SUBMARKET Airport Way RBA 110,525 SF PRICE/SF $123.00 CAP RATE 5.2% COMMENTS Buying at $123/SF, stabilizing $139/SF. PORTLAND PORTAL II YEAR BUILT 2019 SALE DATE 2/13/2020 BUYER Private SELLER Panattoni/LaSalle SUBMARKET Airport Way RBA 359,836 SF PRICE/SF $130.00 CAP RATE 4.5% minus lease up costs COMMENTS Off Market. 27% occu- pied at time of sale.

SOUTHSHORE CORPORATE PARK YEAR BUILT 1999

PDX LOGISTICS CENTER III YEAR BUILT 2018 SALE DATE 7/31/2020 BUYER Clarion SELLER Capstone SUBMARKET Airport Way RBA 257,149 SF

SALE DATE 12/15/2020 BUYER LRE Portland LLC SELLER Bridgestone Tire SUBMARKET Airport Way RBA 279,300 SF PRICE/SF $115.40 CAP RATE COMMENTS Fully leased.

BIG EDDY COMMERCE CENTER YEAR BUILT 2017 SALE DATE 12/2018 BUYER Private SELLER Panattoni/LaSalle SUBMARKET Airport Way RBA 153,387 SF PRICE/SF $144.00 CAP RATE 4.9% COMMENTS 100% occupied by two tenants. PRICE/SF $169.16 CAP RATE 4.85% COMMENTS 46-year ground lease pre- paid. Parking lot lease at 9% cap.

CAMERON DISTRIBUTION CENTER YEAR BUILT 2015 SALE DATE 8/2019 BUYER Barings SELLER CBRE Global Investors SUBMARKET Airport Way RBA 320,795 SF PRICE/SF $125.00 CAP RATE 4.5% COMMENTS Off market sale. 100% leased.

.

cushmanwakefield.com 23

MARKET KNOWLEDGE

PORTLAND AREA INDUSTRIAL LAND COMPARABLES Q4 2020

BIG RIVER LOGISTICS SALE DATE 12/1/2019 BUYER Panattoni SELLER Peterson Machinery SUBMARKET Vancouver ACREAGE 10.39 PRICE/SF $10.89 COMMENTS Usable acreage. Pad ready site. CRAIG STEIN BEVERAGE SALE DATE 9/13/2019 BUYER Stein Holdings SELLER Local SUBMARKET Vancouver ACREAGE 16.99 PRICE/SF $5.64 COMMENTS Plan to 200K SF building. PORTSIDE INDUSTRIAL PARK SALE DATE 8/9/2019 BUYER Specht SELLER Private SUBMARKET Vancouver ACREAGE 14 PRICE/SF $8.20 COMMENTS Portside Phase III.

Vancouver

Rivergate

Colum

LINCOLN SALE DATE BUYER Lincoln Property SELLER SUBMARKET Rivergate ACREAGE 14.8 PRICE/SF $12.56 COMMENTS Some environmental. Existing building. COPART SALE DATE 10/22/2019 BUYER CoPart SELLER Local SUBMARKET Rivergate

Northwest

NORTHWEST LOGISTICS CENTER SALE DATE 2/14/2020 BUYER Prologis SELLER OBRC SUBMARKET Northwest ACREAGE 9.07 PRICE/SF $20.94 COMMENTS 85,929 SF building sold for land value.

ACREAGE 30.71 PRICE/SF $13.46 COMMENTS Owner-user sale.

CIPOLE INDUSTRIAL PARK SALE DATE 7/22/2019

BUYER Phelan SELLER Private SUBMARKET Tualatin

ACREAGE 11.68 PRICE/SF $6.73 COMMENTS 3 buildings totaling 235,875 SF.

Tualatin/ Wilsonville

BRIDGE SALE DA BUYER B SELLER SUBMAR ACREAG PRICE/S COMMEN buildable for shove NE Colu

108TH & TUALATIN-SHERWOOD RD SALE DATE 12/11/2019 BUYER Phelan SELLER Pascuzzi SUBMARKET Tualatin ACREAGE 16 PRICE/SF $12.27 COMMENTS Proposed development for two buildings totaling 317k SF.

24 PORTLAND INDUSTRIAL MARKET OVERVIEW / Q1 2021

SALES COMPARABLES

BLUE LAKE CORPORATE PARK SALE DATE 4/13/2018 BUYER Trammell Crow SELLER Cereghino SUBMARKET East Columbia Corridor

r

ACREAGE 41.3 PRICE/SF $5.75 COMMENTS 28 acres usable.

GRESHAM VISTA LOT 5 SALE DATE 10/30/2020 BUYER Specht SELLER Port of Portland SUBMARKET East Columbia Corridor COMMENTS $8/SF for the land plus $1.41/SF for the infrastructure ($3M) to get to development ready land or $9.41/SF of developable (usable). SANDY INDUSTRIAL PARK SALE DATE 12/31/2020 BUYER Black Creek SELLER Phelan SUBMARKET East Columbia Corridor ACREAGE 8.59 PRICE/SF $13 COMMENTS Part of building and land acquisition. Land valued at $13/SF. ACREAGE 48.5 PRICE/SF $9.41

mbia Blvd

Airport Way

East Columbia Corridor

PAPE SALE DATE 9/1/2020 BUYER Pape SELLER Local SUBMARKET Airport Way ACREAGE 11.26 PRICE/SF $13 COMMENTS Owner user sale.

PORTLAND PORTAL II SALE DATE 6/1/2018 BUYER Panattoni SELLER Weston SUBMARKET Airport Way ACREAGE 23 PRICE/SF $5.75

PROLOGIS HOME DEPOT SALE DATE 3/5/2019 BUYER Prologis SELLER Local SUBMARKET Airport Way ACREAGE 17.92 PRICE/SF $ COMMENTS 10 usable acres.

COMMENTS 23 usable acres. Spec develop- ment. 359,830 SF building. Slope shaving.

E POINT I-5 ATE 12/1/2018 Bridge Development Hanson Pipe RKET Columbia Blvd GE 37.68 SF $10.85 NTS $5-$7 to get site e. Sets new bar of $16-$18 vel ready industrial land on umbia.

FORMER BROADMOOR GOLF COURSE SALE DATE 11/2/2020 BUYER Prologis SELLER Private SUBMARKET Columbia Blvd ACREAGE 123.8 PRICE/SF $9.58 usable COMMENTS Sold $8M. Development plans for one 345,485 SF building or BTS on 19.16 usable acres ($9.58/SF).

PROLOGIS MEADOWS SALE DATE 7/29/2019 BUYER Prologis SELLER Private SUBMARKET Columbia Blvd ACREAGE 115 PRICE/SF $11 usable

COMMENTS 100 ac usable. Develop- ment under way for industrial park - 1.85M SF available. Majority preleased with BTS. 300k SF pad remaining.

cushmanwakefield.com 25

MARKET KNOWLEDGE

5%

4%

3%

2%

1%

2017 2018 2019 2020 YTD

2021

Asking Rent, $ PSF Vacancy Rate

SPACE DEMAND / DELIVERIES OVERALL VACANCY & ASKING RENT -3 -1 1 3 5 2017 2018 2019 2020 YTD 2021 Millions $6 $7 $8 $9 $10

Net Absorption, SF Construction Completions, SF

ECONOMY At the close of Q1 2021, Portland’s unemployment rate was 6.1%, slightly above the national average of 6.0%. As we look for signs of a stronger recovery than in past recessions, the restaurant and hospitality & leisure sectors are still feeling the impact the most, while the office market is on the mend and the industrial sector continues an expansion. Total non-farm employment for Portland’s MSA is 1,134,700, recovering at a modest rate, though not back to pre-pandemic levels. Two of Oregon’s largest employers, Nike, Inc. and Intel Corporation, have recently completed substantial construction projects in the expansions of their local headquarters. Additionally, home values in Portland are up, and rents have stabilized. The city’s reputation for offering many lifestyle options has kept the flow of in- migration to the region, which will in-turn, assist with the broader economic recovery. SUPPLY & DEMAND

Overall industrial weighted average asking rates saw a marginal year-over-year (YOY) increase to $0.73 per square foot (psf) on a triple net basis, from the $0.72 psf recorded at the close of the first quarter 2020. The direct average asking rate for warehouse distribution space increased, 4.6% to $0.68 psf from the $0.65 psf recorded at the end of the first quarter 2020. A healthy development pipeline of Class A, speculative warehouse is expected to drive 5-6% rent growth over the next two years.

The industrial market continues to be a bright spot for Portland. Increased interest in the region and infrastructure improvements have led to more strength with speculative warehouse developments. Currently, there is 1.1 million square feet (msf) of industrial product under construction, of which nearly half is concentrated in Tualatin at T-S Corporate Park, a project that will deliver over 530,000 square feet (sf) of state-of-the-art tilt warehouse construction to the Tualatin/Sherwood submarket. Portland’s construction pipeline did shrink slightly in the first quarter with the completions of Bridge Point I-5 in the Airport Way submarket, and Big River Logistics delivering in Vancouver. Industrial land that is preferred and developable still remains hard to find, as developers continue to explore their options to build along the I-5, north of Vancouver to Centralia, WA and south of the Portland metro to Salem, OR. Overall net absorption began the year in the red at negative 65,631 sf. Total leasing activity in the first quarter was 1.6 msf, with the Airport Way and East Columbia submarkets leading the way. The largest new lease signed in the first quarter of 2021 by Amazon was for 250,000 sf at Prologis Meadows in the Airport Way submarket. Owen’s Corning signed the second largest lease of the quarter for 146,000 sf at Glisan

Corporate Park in the East Columbia Corridor. Despite the headlines garnered by the big-box lease transactions, smaller occupiers made up a sizeable share of warehouse demand in Portland in the first quarter, as there has been an uptick in interest and leasing activity in the 40-50,000-sf box-size, all the way down to the 5-10,000-sf product. Spaces that were sitting on the market for an extended period of time are again becoming active. PRICING

12-Mo.

12-Mo.

Forecast

Forecast

YoY

Chg

YoY

Chg

Overall, Net Asking Rent

MAR K E T B E AT Industrial Q1 2021 Portland, OR 26 PORTLAND INDUSTRIAL MARKET OVERVIEW / Q1 2021 3.3% Vacancy Rate -66K

YTD Net Absorption, SF $0.73

Asking Rent, PSF

Source: BLS, Moody’s Analytics 2021Q1 data are based on latest available data

1.13M ECONOMIC INDICATORS Q1 2021 Portland

Employment

6.1%

Portland

Unemployment Rate 6.0% U.S.

Unemployment Rate

MARKETBEAT REPORT

PORTLAND INDUSTRIAL MARKET REPORT Q1 2021

Hillsboro/Sunset Corridor 24,131,376 167,889 0.8% 37,011 37,011 195,550 0 $0.59 $1.38 $0.96 SOUTHWEST 65,646,284 1,233,655 1.8% 94,816 94,816 729,063 0 $0.60 $1.17 $0.72 Northwest Portland 12,743,826 253,489 2.1% 15,522 15,522 0 0 $0.75 $0.00 $0.68 NORTHWEST 12,743,826 253,489 2.1% 15,522 15,522 0 0 $0.75 $0.00 $0.68

PROPERTY SUBMARKET TENANT SF TYPE Vancouver/Clark County 25,609,249 353,634 1.6% -17,607 -17,607 289,729 192,960 $0.57 $1.33 $0.73 VANCOUVER/CLARK COUNTY 25,609,249 353,634 1.6% -17,607 -17,607 289,729 192,960 $0.57 $1.33 $0.73 PORTLAND TOTALS 214,275,192 6,663,355 3.3% -65,631 -65,631 1,113,112 870,528 $0.55 $ 1.20 $0.67 23720-23880 NE Glisan St. East Columbia Owen’s Corning 146,000 New Lease Samuel I. Hatcher Research Analyst

Beaverton/Highway 217 8,402,376 348,168 4.6% -9,249 -9,249 0 0 $0.68 $1.43 $0.71

NORTH/NORTHEAST 80,119,407 3,725,556 5.2% -476,877 -476,877 45,220 677,568 $0.66 $1.03 $0.63 Southeast Portland 5,037,954 196,074 3.9% -25,080 -25,080 0 0 $1.92 $1.40 $1.06

Clackamas/Milwaukie 25,118,472 900,947 3.7% 343,865 343,865 49,100 0 $0.46 $1.53 $0.67 SOUTHEAST 30,156,426 1,097,021 3.7% 318,785 318,785 49.100 0 $0.46 $1.52 $0.83 Macadam 636,266 0 0.0% -1,500 -1,500 0 0 $0.00 $1.63 $0.85 Wilsonville 8,755,177 246,782 3.0% 17,615 17,615 0 0 $0.67 $0.80 $0.80

Tigard/Lake Oswego 8,526,313 153,012 1.8% -57,247 -57,247 0 0 $0.00 $1.15 $0.54

East Columbia 16,319,933 953,137 6.7% -71,144 -71,144 45,220 0 $0.89 $0.94 $0.61

Airport Way 32,385,664 1,062,148 3.3% -23,991 -23,991 0 677,568 $0.45 $1.15 $0.64

Tualatin/Sherwood 13,816,590 288,322 2.3% 109,686 109,686 533,513 0 $0.59 $1.30 $0.66

Northeast Portland 5,724,447 290,030 5.1% -5,932 -5,932 0 0 $1.33 $1.31 $1.19 Swan Island 9,799,602 703,336 7.2% 27,171 27,171 0 0 $1.09 $0.00 $0.70 Rivergate 15,889,761 716,905 4.9% -402,981 -402,981 0 0 $0.46 $0.00 $0.50

Canby 1,378,186 29,482 2.1% -1,500 -1,500 0 0 $0.60 $1.50 $0.40

OVERALL

WEIGHTEDAVG

NET RENT(W/D)

OVERALL

WEIGHTEDAVG

NET RENT(FLX)

OVERALL

NET RENT(MF)

WEIGHTEDAVG

1001 N. Schmeer Rd. Airport Way Amazon 250,000 New Lease *Rental rates reflect weighted net asking $psf/month MF = Manufacturing FLX = Flex W/D = Warehouse/Distribution **Statistics not reflective of U.S. MarketBeat Tables 14601-14651 N. Bybee Lake Ct. Rivergate JCB Packaging, LLC 123,120 New Lease KEY LEASE TRANSACTIONS Q1 2021 +1 503 279 1716 samuel.hatcher@cushwake.com

cushmanwakefield.com A CUSHMAN & WAKEFIELD RESEARCH PUBLICATION ©2021 Cushman & Wakefield. All rights reserved. The information

contained within this report is gathered from multiple sources believed to be reliable. The information may contain errors or omissions and is presented without any warranty or representations as to its accuracy. PROPERTY SUBMARKET SELLER / BUYER SF PRICE / $PSF 205 Airport Way Business Center Airport Way PNW Properties/DWS 292,000 $148.00 Big River Logistics Vancouver Panattoni/Nuna Baby Essentials 192,000 $138.50

(SF)

YTD CONSTR

COMPLETIONS

CNSTR (SF)**

UNDER

YTD OVERALL NET ABSORPTION (SF)**

OVERALL NET

CURRENT QTR

ABSORPTION(SF)**

VACANCY RATE

OVERALL

OVERALL

VACANT (SF)

INVENTORY (SF)

SUBMARKET

KEY SALES TRANSACTIONS Q1 2021 *Renewals not included in leasing statistics

MAR K E T B E AT Industrial Q1 2021 Portland, OR MARKET STATISTICS

cushmanwakefield.com 27

DEVELOPMENT OVERVIEW

28 PORTLAND INDUSTRIAL MARKET OVERVIEW / Q1 2021

DEVELOPMENT PORTLAND INDUSTRIAL 15 BUILDINGS TRACKED

UNDER CONSTRUCTION

1,113,112 SF

0%

OF BUILDINGS DELIVERED YTD WERE SPEC 100%

OF BUILDINGS DELIVERED YTD WERE BUILD TO SUIT

YTD ABSORPTION

-243,640 SF

YTD LEASING

6,894,488 SF

cushmanwakefield.com 29

DEVELOPMENT OVERVIEW

PORTLAND METRO TIMELINE FOR SPEC DC CONSTRUCTION

Q1 2020 Q2 2020 Q3 2020 Q4 20

Developer Project (Submarket)

Pre- leased (SF)

Clr Ht

Asking Rate

Jan Feb Mar Apr May Jun Jul

Aug Sep Oct Nov

Bldg Size (SF)

A

85,500 -

30’

$.58/$.95

Trammell Crow/Principal Blue Lake Corporate Park (Airport Way) Black Creek Group Sandy Blvd Industrial Park (Airport Way)

B 378,000 -

32’

$.55/$.95

110,525 -

32’ $.58/$.95

49,975

-

26’

A

$.60/$.95

Phelan/Nuveen Mason 150 Industrial (Airport Way)

51,500 -

26’

B

$.60/$.95

Prologis Prologis Broadmoor (Airport Way)

$.65- .70/$1.00- 1.10

345,485

36'

A 239,517

-

30' $.65/$1.00

Bridge Development/Modlo Bridge Point I-5 (Columbia Blvd) Prologis Northwest Logistics Ctr (Guilds Lake)

B 437,516

-

36' $.65/$1.00

187,546

32’

$.85/$1.00

22,881

1

-

28’

Individual Park 120 (Clackamas)

$.65/$1.00

23,178

2

-

28’

$.65/$1.00

Panattoni Big River Logistics (Vancouver) Panattoni/LaSalle Vancouver Logistics (Vancouver)

192,577

-

32’

$.62/$1.00

170,089

-

32’

$..65/$1.00

Specht Ridgefield Industrial Ctr (Ridgefield)

468,793

36’ $0.58/$1.00

-

±$.70/ ±$1.00 ±$.70./ ±$1.00 ±$.70./ ±$1.00

A

62,257 -

30’

Trammell Crow/Modlo T-S Corporate Park (Tualatin)

B 144,174 -

34’

C 271,870 -

36’

A 138,725 -

32’

$.65/$1.00

Phelan/Hillwood Myslony Industrial Park (Tualatin) Panattoni/LaSalle Coffee Creek Logistics (Wilsonville)

B 186,825 -

32’

$.65/$1.00

110,366 -

30’

$.65/$1.00

Totals

20 3,677,299

30 PORTLAND INDUSTRIAL MARKET OVERVIEW / Q1 2021

SPEC DEVELOPMENT TIMELINE

= projects in progress

= current quarter

= completed projects

= 100% occupied

020 Q1 2021

Q2 2021

Q3 2021

Q4 2021

Q1 2022 Q2 2022 Q3 2022

Comments

v Dec Jan Feb Mar Apr May Jun Jul

Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul

Aug Sep

Building completed. 2,110 SF office. Signed lease with full building tenant. Building completed. Leased to Hawthorne Hydroponics.

Building completed. Office BTS.

For sale or lease. Delivery Q1 2021.

Expected delivery Q3/Q4 2022.

Delivery Q1 2021. Sale at $135/SF.

Expected delivery Q1 2022.

Deliver Q2 2021.

Delivery Q1 2021. Sold to Nuna Baby - $138.50/SF.

Deliver Q1 2022.

Expected delivery Q2 2022.

Expected delivery 7/2021.

Expected delivery 11/2021.

Expected delivery 4/2022.

Expected delivery Q1 2022.

Available for sale or lease.

cushmanwakefield.com 31

Aaron Watt Managing Director Licensed in Oregon +1 503 279 1779 aaron.watt@cushwake.com

Keegan Clay Director Licensed in Oregon +1 503 279 1704 keegan.clay@cushwake.com

Cushman & Wakefield 200 SW Market Street Suite 200 Portland, OR 97201

About Cushman & Wakefield Cushman & Wakefield is a leading global real estate services firm with 48,000 employees in more than 70 countries help- ing occupiers and investors optimize the value of their real estate. Cushman & Wakefield is among the largest commercial real estate services firms with revenue of $6 billion across core services of agency leasing, asset services, capital markets, facility services (C&W Services), global occupier services, investment & asset management (DTZ Investors), project & de- velopment services, tenant representation, and valuation & advisory.

To learn how you can achieve a real estate solution that supports your firm’s goals, visit cushmanwakefield.com.

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