CHAPTER 19 DATA SOURCES FOR REAL ESTATE MARKET ANALYSIS



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CHAPTER 19 DATA SOURCES FOR REAL ESTATE MARKET ANALYSIS INTRODUCTION SOURCES FOR REAL ESTATE MARKET DATA SOURCES FOR ECONOMIC AND DEMOGRAPHIC DATA INTRODUCTION Below we provide a partial list of sources of information that can be useful when conducting real estate market studies. It is emphasized that listed vendors may not provide equal coverage of property types and/or geographies listed. Furthermore, the description of information obtainable from each source may not necessarily reflect the full range of information that may be available. Analysts are strongly advised to contact the listed sources in order to get an exact description of the property types and geography covered, as well as the type of information that is available. Before using any of the listed sources, analysts are also advised to carefully evaluate the information collection processes and methodologies utilized by vendors for compiling data and producing forecasts. Besides the vendors listed below, additional potential sources of information for real estate market analysis include studies/research reports prepared at universities, local Chambers of Commerce, planning departments and other government-agency research divisions. Listings of additional sources of information may be found in Clapp (1987), and Schmitz and Brett (2001). SOURCES FOR REAL ESTATE MARKET DATA Building Managers and Owners Association (BOMA) www.boma.org 1201 New York Avenue, NW-Suite 300 Washington, DC 20005 202-408-2662 Property type: Office - 513 -

Publishes the Experience Exchange Report annually. This publication provides operating income and expense data, including contract rent components, for more than 80 metropolitan areas. It also provides information on square feet per office worker. Data is provided for different building sizes and submarkets (downtown and suburbs). Black's Guide, Inc. www.blacksguide.com 444 North Frederick Avenue, Suite 240 Gaithersburg, MD 20877-2432 800-500-2450 Publishes the Black s Guide, which includes comprehensive listings of available space in 21 major metropolitan areas. Listings, which provide more extensive coverage of office space, include building name and address, map location, year constructed, parking ratio, average floor and building size, rental rate and add-on costs, and space blocks available. CB Richard Ellis www.cbre.com 400 Continental Blvd, 6th Floor El Segundo, CA - 90245 310-426-2580, Retail, Multi-Housing Local market reports providing information on recent economic, vacancy, absorption, rental rate, and construction trends. Colliers International USA www.colliers.com 84 State Street 3rd Floor Boston, MA 02109 617-722-0221, Retail, Multi-Housing Data provided include local market information on recent economic, vacancy, absorption, rental rate, and construction trends. Market coverage is more extensive in the case of office and industrial, moderate in the case of retail, and very limited in the case of multi-housing. CoStar Group, Inc. www.costar.com 2 Bethesda Metro Center, 10th Floor Bethesda, MD 20814 301-215-8300-514 -

Data provided include local market information on absorption, vacancy rates, rental rates, existing inventory, new buildings under construction, sale prices, and cap rates. Cushman & Wakefield, Inc. www.cushmanwakefield.com 51 West 52nd Street New York, NY 10019-6178 212-841-7500 Data provided include local market information on absorption, vacancy rates, rental rates, existing inventory, and new buildings under construction. Grubb & Ellis www.grubb-ellis.com 2215 Sanders Road, Suite 400 Northbrook, Illinois 60062 800-877-9066., Retail Data provided include local market information on absorption, vacancy rates, rental rates, existing inventory, and new buildings under construction. Marshall & Swift www.marshallswift.com 911 Wilshire Boulevard, 8th Floor Los Angeles, CA 90017 800-544-2678, Retail, Residential Construction cost data for commercial and residential buildings. Meyers Group www.meyersgroup.com 555 Anton Blvd., Suite 950 Costa Mesa, CA 92626 714-540-8500 Property type: Residential Data provided include local apartment market information on permits, market size, average rent, rent growth, occupancy, and absorption. This vendor provides also new home statistics, including sales volume, price, price per square foot, sales by price range, number of projects, and inventory levels. Detailed information on selected apartment communities, including among others, location, amenities, residence features, detailed floor plan data, and rents, is also available. - 515 -

M/PF Research www.mpfresearch.com 4000 International Parkway Carrollton, Texas 75007-1913 877-284-4938 Property type: Multi-Housing Data provided include local apartment market information, such as employment growth, inventory, demand, completions, occupancy, projects under construction, average rents, and same-store rent growth. National Association of Realtors (NAR) www.realtor.org 700 Eleventh Street, NW Washington, DC 20001-4507 800-874-6500 Property type: Residential Data provided include information on sales of existing single-family homes and condo/coops, housing permit data for both single and multifamily units, profiles of home buyers and sellers, housing affordability statistics, and relocation statistics. National Research Bureau (NRB) www.nrbonline.com 45 Danbury Road Wilton, CT 06897 800-456-4555 Property type: Retail Publishes The Shopping Center Directory, which provides detailed listings of existing, proposed, new, expanding, and renovating shopping centers throughout the country. Information provided for each center includes among others, type of center, center name, location, gross leasable area, retail sales per square foot, tenant mix, major owner, leasing agent, space availability, and number of parking spaces. Property and Portfolio Research (PPR) www.ppr-research.com Property & Portfolio Research, Inc. 40 Court Street, 3rd Floor Boston, MA 02108 617-426-4446, Retail, Multi-Housing, Hotel Data provided include history and forecasts of local market fundamentals, including vacancy rates, demand, supply, and rent changes. Detailed project-specific information on new and planned construction is also available. - 516 -

REIS, Inc. www.reis.com 5 West 37th Street New York, NY 10018 212-921-1122, Multi-Housing, Retail Data provided include history and forecasts of local market fundamentals, including vacancy rates, demand, supply, and rents. Society of Industrial and Office Realtors (SIOR) www.sior.com 1201 New York Ave., NW, Ste. 350 Washington, DC 20005 202-449-8200 Publishes the Comparative Statistics of Industrial and Office Real Estate Markets, which presents the results of an annual survey of industrial and office real estate market activity in major metropolitan markets. The Urban Land Institute (ULI) research.uli.org 1025 Thomas Jefferson Street, NW, Suite 500 West Washington, DC 20007 202-624-7000 Property types: Retail, Multi-Housing Publishes (every 2 years) the Dollars and Cents of Shopping Centers, which provides income and expense data for convenience, neighborhood, community, regional, and super regional centers, as well as detailed tenant operating results Dollars and Cents of Multifamily Housing, which provides income and expense data for nearly 15,000 commercial rental properties U.S. Census Bureau www.census.gov/const/www/permitsindex.html U.S. Census Bureau 4700 Silver Hill Road Washington DC 20233-0001 301-763-4636 Property Types: Multi-Housing Publishes the Housing Units Authorized by Building Permits, C-40, which provides counts of housing units authorized by building permits in structures with varying number of units (monthly and annually) at the metropolitan level. - 517 -

SOURCES OF ECONOMIC AND DEMOGRAPHIC DATA The following vendors provide primarily economic and/or demographic data that may be useful for the analysis of any property type. Bureau of Economic Analysis (BEA) www.bea.gov 1441 L Street NW, Washington DC 20230 202-606-9208 Obtainable data include employment histories and projections for metropolitan areas, regions, and the nation. Bureau of Labor Statistics (BLS) www.bls.gov U.S. Bureau of Labor Statistics Postal Square Building 2 Massachusetts Ave., NE Washington, DC 20212-0001 202-691-5200 Data provided include most current and historical employment data by general and detailed SIC classifications for counties and MSAs. Economy.com, Inc. www.economy.com 600 Willowbrook Lane, Suite 600 West Chester, PA 19382 610-696-8700 Data provided include, among others, metro-specific histories and forecasts of population, income and employment. The Federal Reserve Board (FRB) www.federalreserve.gov Contact information is not available Obtainable information includes historical and up-to-date data on interest rates. Global Insight www.globalinsight.com 1000 Winter Street Waltham, MA 02451-1241 781-487-2100-518 -

Data provided include, among others, metro-specific histories and forecasts of population, income, and employment. Woods & Poole Economics, Inc. www.woodsandpoole.com 1794 Columbia Road NW, Suite 4 Washington, DC 20009-2808 800-786-1915 Data provided include, among others, metro-specific histories and forecasts of population, income, and employment. CACI www.caci.com 1100 North Glebe Road Arlington, VA 22201 703-841-7800 Data provided include mostly demographic information at detailed geographic level. CLARITAS cluster1.claritas.com 5375 Mira Sorrento Place, Suite 400 San Diego, CA 92121 800-866-6520 Data provided include mostly demographic information at detailed geographic level. Demographics USA www.tradedimensions.com 45 Danbury Road Wilton, CT 06897 203-563-3000 Data provided include mostly demographic information at detailed geographic level. U.S. Census Bureau www.census.gov 4700 Silver Hill Road Washington DC 20233-0001 301-763-4636 Data provided include statistics on population, demographics, and housing. - 519 -