Urban Development Institute No Vacancy: Challenges and Opportunities for New Rental Construction

Vacancy Rate & Rental Supply Projection (High/Low)

Vacancy Rate (to 2021): Vancouver CMA Annual Vacancy Rate, CMHC Rental Market Reports

Inventory (to 2021): Vancouver CMA Number of Private Rental Apartments in the University, CMHC Rental Market Reports

Projection Rationale: The 5-year projection (2021-2026) shows potential high/low inventory growth scenarios to demostrate the level to which vacancy rates may adjust

over the 5-year projection. There are a number of factors that impact vacancy rate in addition to supply, which are not considered in this demonstrative projection.

High Supply: Assumes a hypothetical 10%r net increase per annum to the historical CMHC rental inventory. The vacancy rate projection shows a rising rate under high

inventory growth where supply outweighs demand. Under this assumption, equilirium is achieved at 3.00% vacancy and average rents would be expected to flatten.

Low Supply: Assumes a hypthetical 5% net increase per annum to the historical CMHC rental inventory. The vacancy rate projection shows a decreasing rate under low

inventory growth where demand outweighs supply Under this assumption, vacancy returns to 1.0% and average rents would be expected to continue to rise.

3.50%

3.00%

2.50%

2.00%

1.50%

1.00%

0.50%

0.00%

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2024

2025

2026

200,000

190,000

180,000

170,000

160,000

150,000

140,000

130,000

120,000

110,000

100,000

VACANCY RATE

RENTAL SUPPLY

PROJECTION VACANCY% (High Supply) VACANCY% (Low Supply)

INVENTORY (High Supply) INVENTORY (Low Supply)

The graph below depicts the impact of increasing supply on vacancy rates. Generally, a 3% vacancy rate is

considered a requirement to achieve a balanced market, however the historical vacancy rates shown below are

much lower. The dotted lines in the graph below demonstrate a high and low scenario of new supply, while the

straight lines demonstrate the potential impact to the vacancy rate. The blue line displays a high supply scenario

that could stabilize the vacancy rate over a 5-year forecast.

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