Classify available space by status, readiness, and fit.
Classify direct, sublease, shadow, near-term, and deliverable options by fit and readiness.
Supply and demand analysis
Supply and demand analysis for a defined property and market.
Supply and demand analysis compares direct, sublease, known shadow, and planned supply with active requirements, absorption, transaction activity, product fit, and timing.
The pressure frame
Vacancy alone does not describe market balance.
Negotiating conditions also depend on the quality and timing of available options, the depth and fit of active demand, ownership posture, competing requirements, and supply expected to enter or leave the market.
Distinguish active, defined requirements from general market interest.
Test requirements by size, use, timing, location logic, authority, and transaction status.
Review absorption, deliveries, transactions, withdrawals, renewals, expansions, contractions, and repricing.
Absorption, withdrawals, deliveries, contractions, expansions, renewals, and repricing.
Identify the property segments, size ranges, locations, and timing windows where competition is tightening or weakening.
Product fit, quality, access, size bands, timing, and current bidder or tenant overlap.
Market balance desk
Components of the market-balance analysis.
Current inventory and active requirements are separated from planned supply and projected demand because their certainty differs.
Current alternatives
Evaluate whether available properties can satisfy the requirement.
Available properties are reviewed for physical fit, commercial terms, readiness, ownership posture, access, timing, and their ability to compete for the subject requirement.
- Direct
- Marketed and deliverable owner-controlled supply
- Hidden
- Shadow, pending, and informally available options
- Fit
- Functional, geographic, timing, and economic match
Qualified activity
Qualify demand before including it in the analysis.
Active demand is assessed by use, size, geography, timing, authority, funding, transaction stage, and ability to proceed. Early interest is not treated the same as a qualified requirement.
- Need
- Use, size, quality, geography, and timing
- Status
- Exploring, touring, proposing, negotiating, or committed
- Depth
- Number and quality of requirements per option set
Market movement
Review indicators of current market movement.
Touring, proposals, executed transactions, withdrawals, time on market, repricing, concessions, absorption, and recurring outcomes are reviewed to determine whether conditions are changing.
- Flow
- New supply, demand, transactions, and removals
- Pace
- Time from market entry to decision or withdrawal
- Terms
- Movement in price, rent, capital, and concessions
Emerging balance
Weight planned supply and demand by probability and timing.
The analysis considers approvals, financing, construction progress, lease expirations, planned moves, expansions, contractions, and likely delivery dates.
- Pipeline
- Probability-weighted future competitive supply
- Moves
- Known entries, exits, expansions, and contractions
- Trigger
- Events that could change current leverage
The balance record
What the client receives.
The deliverable documents current and planned supply, qualified demand, recent market movement, assumptions, limitations, and the implications for timing, positioning, and negotiation.
Competitive supply
Direct, sublease, shadow, near-term, and pipeline options classified by status, fit, readiness, and commercial position.
Qualified demand
Requirements by size, use, geography, timing, status, product fit, and known overlap with the competitive set.
Market movement
Absorption, deliveries, withdrawals, transactions, time on market, repricing, concessions, and recurring outcomes.
Leverage view
Where pressure is tightening or dispersing, what could change it, and the implications for timing, negotiation, or positioning.
Analysis discipline
Supply and demand analysis standards.
Inventory and requirements are segmented by property type, use, quality, size, geography, timing, status, and relevance to the assignment.
Supply and demand are qualified.
Inventory and requirements are classified by source, status, readiness, authority, and likelihood of proceeding.
Competition is evaluated by property segment.
Market balance is evaluated within the property segments, size ranges, geographies, and timing windows relevant to the assignment.
Market movement is reviewed with the current snapshot.
Absorption, deliveries, removals, transaction velocity, repricing, and new commitments help explain the direction of the market.
Forward conditions are probability-weighted.
Pipeline and planned requirements are weighted based on approvals, funding, construction status, timing, and evidence of execution.
Connected work
Related research and transaction services.
BoundarySubmarket Research
Define the competitive market in which supply and demand should be measured.
↗RecordMarket ReportsTranslate the current balance into a sourced, decision-ready brief.
↗OccupierTenant RepresentationUse competitive alternatives and demand pressure to strengthen lease strategy.
↗OwnerLandlord RepresentationPosition the asset against current inventory, requirements, and concessions.
↗Read the balance
How do current and planned supply compare with active demand?
Provide the market, property or requirement, relevant property segment, effective date, and decision horizon.