Retailers have begun to actively absorb the warehouses in the regions: by the first half of the volume of transactions exceeded the value of last year, almost eight times. The consultants expect that the trend will continue, but the structure of demand may begin to change. So, after the retail networks in the regions will actively begin to develop major online retailers.The volume of transactions with the warehouse real estate in Russia in the first half rose 5%, to 1.05 million sq m compared to the same period last year. Such data in their study, the results of Knight Frank (.pdf). The investor focus has significantly shifted to the regions outside of Moscow, St. Petersburg and surrounding areas, the amount of absorption increased 7.9-fold compared to the same period last year to 400 thousand sq. m. the Rate of Moscow on the background of reducing the amount of absorption by 44%, on the contrary, eroded from 56% to 44%. The share of St. Petersburg remained at the level of 18%.Estimated to Knight Frank, 63% of the warehouse transactions in the regions occurred in the Siberian Federal district. Of this amount, 32% of the acquisitions provided the Novosibirsk, for 16% — Krasnoyarsk and Chelyabinsk, 15% — Angarsk. The structure of demand in the regions, while significantly different from Moscow. If in the capital, according to analysts, in the first half of the retailers have formed a 40% absorption of the warehouses, in the regions — 70%. For online retailers in Moscow had 24% of transactions, and in the regions — 9%.At Knight Frank greater share of retail operators in the structure of demand for warehouses in the regions associated with operating in the first half of the regime of restrictions: the food network was more other companies are confident in the stability of their business. The General Director of “Infoline-Analytics” Mikhail Burmistrov noted that in the Central regions of most of the major national chains have a sufficient volume of distribution centres and warehouses.”Transactions occur mainly on the optimization of the spaces, replacing old capacity with new”,— says Mr. Burmistrov.While in Siberia, he said, the potential is saved as Federal and local networks.According to the forecasts of Knight Frank, at the end of the year, the amount of absorption storage capacity in the regions will reach 700 thousand square meters, an increase of 20% compared to 2019. At the same time it will be a record in history. But the structure of demand may start to change gradually. In the next two years Mikhail Burmistrov is waiting for active development of the warehouse capacities in the regions from online retailers — now most of the major players is an active expansion. The expert explains that the emergence of a private warehouse in the subject significantly expands the capabilities of the company from the point of view of availability of the range and work with local suppliers.Alexander Mertsalova
