Utveckling på kort sikt ererfrågan

Transkript

1 Utveckling på kort sikt ererfrågan BNP- Lllväxt, Sverige SysselsäFningsLllväxt, Sverige 6% 4% 2% 3% 2% 1% - 2% - 4% - 6% Källa: SCB, Konsensusprognos % (f) KontorssysselsäFning, Stockholm Källa: SCB Källa: SCB, Konsensusprognos % -2% -3% (f) Konfidensindikatorn privata tjänstenäringar 27Q1 27Q3 28Q1 28Q3 29Q1 29Q3 21Q1 21Q3 211Q1 211Q3 212Q1 212Q3 Stockholm Riket Källa: Konjunkturinstitutet 1

2 Utveckling på kort sikt utbud 16% Vakansgrad Storstockholm 3 25 NyprodukLon av kontor, Storstockholm 12% % 1 5 4% 16% 12% 8% 4% 1999 Q4 Q4 21 Q4 22 Q4 23 Q4 24 Q4 25 Q4 26 Q4 27 Q4 28 Q4 29 Q4 21 Q4 211 Q4 212 Q4 Källa: DTZ Research Vakansgrad Stockholm CBD 1999 Q4 Q4 21 Q4 22 Q4 23 Q4 24 Q4 25 Q4 26 Q4 27 Q4 28 Q4 29 Q4 21 Q4 211 Q4 212 Q4 Källa: DTZ Research CENTRAL LONDON VACANCY -v- RENTAL GROWTH Källa: DTZ Research (f) 214(f) 215(f) Source: CBRE, IPD, Cornerstone IPD Rental Growth (% pa) Vacancy Rate (%, rhs)

3 Branschen ganska så pessimislsk ERerfrågan på kontor Q % FörbäFring 1 EFårstrend prime office rent Stockholm 33% Försämring SLgande hyror 62% Oförändrat - 2 Källa: DTZ Property Investor Confidence Index Sjunkande hyror 1 Improve Worsen Show little or no change ERerfrågan på kontor Q FörbäFring Försämring -1 Q3 28 Q4 28 Q1 29 Q2 29 Q3 29 Q4 29 Q1 21 Q2 21 Q3 21 Q4 21 Q1 211 Q2 211 Q3 211 Q4 211 Q1 212 Q2 212 Q3 212 Q4 212 Q3 21 Q4 21 Q1 211 Q2 211 Q3 211 Q4 211 Q1 213 Q1 212 Q2 212 Q3 212 Q4 212 Q1 213 Källa: SEPREF, the Swedish Property Research Forum Källa: DTZ Property Investor Confidence Index 3

4 Å ena sidan. Å andra sidan. Stockholm prime office rent, kr/kvm, år Källa: DTZ Research 4

5 Stockholm växer krarigt Invånare och arbetsplatser i Stockholms Stad. Utveckling -28 samt prognos fram till 23 Källa: USK, RTK 5

6 InternaLonell utblick Borde inte norra Europas finansiella centrum ha ef riklgt bank- och finanskluster? The Zuidas (South Axis), Amsterdam Moscow International Business Center eller Moscow-City, Moskva La Defense, Paris Frankfurt Canary Wharf, London 6

7 Tack för af ni lyssnade! KontaktuppgiRer: Karin Witalis Head of Research

8 Important nolce This presentalon and any oral presentalon accompanying it: is not an offer, invitalon, inducement or recommendalon to purchase or subscribe for any securiles in UGL Limited ( UGL ) or to retain any securiles currently held; is for informalon purposes only, is in summary form and does not purport to be complete; is not intended to be relied upon as advice to investors or potenlal investors and does not take into account the investment objeclves, financial situalon or needs of any parlcular investor, potenlal investor or any other person. Such persons should consider seeking independent financial advice depending on their specific investment objeclves, financial situalon or needs when deciding if an investment is appropriate or varying any investment; may contain forward looking statements. Any forward looking statements are not guarantees of future performance. Any forward looking statements have been prepared on the basis of a number of assumplons which may prove to be incorrect or involve known and unknown risks, uncertainles and other factors, many of which are beyond the control of UGL, which may cause actual results, performance or achievements to differ materially from those expressed or implied in such statements. There can be no assurance that actual outcomes will not differ materially from these statements. Any forward looking statement reflects views held only as of the date of this presentalon. Subject to any conlnuing obligalons under applicable law or any relevant stock exchange lislng rules, UGL does not undertake any obligalon to publicly update or revise any of the forward looking statements or any change in events, condilons or circumstances on which any such statement is based. No representalon or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the informalon, opinions and conclusions contained in this presentalon and any oral presentalon accompanying it. To the maximum extent permifed by law, UGL and its related bodies corporate, and their respeclve directors, officers, employees, agents and advisers, disclaim and exclude all liability (including, without limitalon, any liability arising from fault or negligence) for any loss, damage, claim, demand, cost and expense of whatever nature arising in any way out of or in conneclon with this presentalon and any oral presentalon accompanying it, including any error or omission therefrom, or otherwise arising in conneclon with any reliance by any person on any part of this presentalon and any oral presentalon accompanying it. 8