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Investment in Hotels and Business Spaces Expected to Grow

In the Croatian real estate market, at the national level, a slight positive trend is visible, especially in the hotel segment and the business space market segment.

The development of the business space market will correlate with the economic situation and the operations of companies, as well as the increasing demand for BPO (business process outsourcing). New business buildings (greenfield investments) will be constructed to a greater extent, with the exception of buildings in old city cores where internal renovations will take place while retaining the external appearance (yellowfield investments).

A slight increase in rents and prices of business spaces is also expected, considering the limited number of projects announced and the gradual recovery of the economy and companies. The recovery of demand will, in addition to the increase in rental prices, also affect better occupancy rates, especially in Class A offices. Such a development will stimulate the creation of new projects, rounding off this market cycle and starting a new one.

Expected projects in 2016 include the Conditum business project (9,500m²) in Zagreb, and among larger projects, the Westgate project in Split worth €65 million (50,000m² GFA) is announced. The Adris business center (10,700m²), which is also the first office building in the Croatian market with a LEED green certificate, will acquire its tenants and users.

Regarding new investments, Vedrana Likan, director of Colliers for Croatia, Slovenia, and BiH, emphasized: “The main shopping centers and office buildings in the Croatian market will continue to represent a good investment opportunity and an alternative to other asset classes, considering the advantages of such investments such as stable cash flow, inflation protection, reduced risk, and guaranteed cash flows through lease agreements, as well as satisfactory financial returns. Therefore, we expect that there will be acquisitions of these commercial properties.” – Likan pointed out.

In the Croatian retail space market, a primary adjustment to demand is expected in the form of specialization of neighborhood shopping centers and the emergence and development of modern outlet centers. New shopping centers will be built in unsaturated markets whose areas are enhanced by the number of tourist visits, including in smaller towns. The Zagreb shopping center market remains saturated, and there are no major projects announced. The main shopping centers in Zagreb will continue to perform well, while those less successful will have to change their concept.

At the national level, the trend of redirecting investors to the HTL sector (hospitality, tourism, and leisure industry) from other sectors of commercial real estate continues. Croatian tourism has experienced another record year in terms of tourist arrivals and overnight stays, and this summer, as many as 25 new hotels were opened on the Adriatic coast, mostly as brownfield investments. Given the continuous growth in tourist arrivals and overnight stays, available financing resources, and attractive brownfield investment opportunities available through the privatization of state-owned enterprises, this sector continues to attract the attention of investors, and further arrivals of international hotel brands that are not yet present in the Croatian market are expected.

The largest investment this year, worth €80 million, was the HUP Zagreb project, owned by the company Hoteli Dubrovačka rivijera d.d., which included the construction of the new Sheraton Dubrovnik Riviera Hotel and accompanying villas and facilities in Srebreno, the construction of the new Hotel Mlini and Villa Mlini in Mlini, as well as a thorough adaptation of the Astarea hotel. The Dogus Group continues to invest in the Croatian coast with the latest greenfield investment of €25 million in D-Resort Šibenik, a 4+ star hotel with 69 luxury rooms and apartments, and three exclusive villas.

The industrial and logistics sector remains the least developed segment of the Croatian real estate market, although recent constructions show increased activity in this sector as well. This largely refers to centers built for the needs of the owners or tailored to the needs of the clients. The German retail chain Kaufland completed the construction of a logistics center worth €75 million, covering 65,000m² near Zagreb. Logistics centers of Zagrebačka pivovara (43,000m²) and Lagermax (17,000m²) have been opened in the vicinity of Zagreb, followed by the RALU logistics center in Rugvica (16,000m²). One of the most significant projects announced is Immorent’s project in partnership with a local investor for four warehouse buildings built according to need and measure, sold to a logistics operator.

In the foreign market, the situation is more dynamic. According to an analysis and survey of opinions from over 600 international investors, Colliers International has released a new report, Global Investor Outlook 2016, with predictions for what the global real estate markets can expect in the coming year.

More than half of the investors who participated in the survey plan to increase their investments in real estate within their portfolios with diverse assets. Such an influx of capital, combined with a relatively low level of debt, should significantly contribute to the long-term stability of returns on investment in the global real estate market.

“We believe that significant investments and transactions will continue to be financed in foreign markets due to more accessible and favorable financing and lower interest rates compared to the Croatian banking market. Many banks in Croatia are still not ready to take on the risks associated with the development of commercial real estate,” said Vedrana Likan.

Colliers predicts that around $400 billion of institutional capital will be invested in the global real estate market with the intention of diversification and to stop the ongoing outflow of money prompted by the underperformance of traditional fixed-income investments.

The report also showed that investors are increasingly turning to Europe and that European investment volumes will increase in 2016, driven by the diversity of primary markets and more favorable financing conditions. American investors remain loyal to Europe, and even a third of them plan to invest in EMEA markets over the next 12 months in anticipation of opportunities for higher returns on investment. Investors outside the EMEA region are typically more oriented towards the markets of London, Paris, and major German markets, also considering Madrid. Capital from Asia will continue to be directed towards London and Germany, highlighting the decreasing appetite of investors for risk.

Capital tied to real estate has never been more mobile. Global cross-border investments accounted for about 40 percent of total direct investments (approximately $250 billion) in the first nine months of 2015, which is more than 33 percent in the previous year and more than 37 percent at the peak of the last investment cycle in 2007.