MARKETVIEW

Europe Data Centres, Q3 2017

Continued strong demand is

driving record investment
4.0% 10.8% 10.2%

Figure 1: Europe Colocation Supply, Take-up and Year-End Projection as at Q3 2017

1,400 180
Projected Supply
Supply 160
1,200
Take-up
Forecast Take-up 140
1,000
120
800 100
Supply MW

Take-up MW
600 80
60
400
40
200
20
0 0
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Q3
Source: CBRE Research, Q3 2017

Q U A R TERL Y R E V I E W Q 3 S N A P S H OT

Q3 2017 CBRE Research © 2017 | CBRE Limited 1

 M A R K E T V I E W EUROPE DATA CENTRES

S U P P L Y & A V A I L AB I L I TY T A K E -UP & D E M A ND

Figure 2: Europe Colocation Take-up as at Q3 2017

180
160
140
120
MW

100
80
60
40
20
0
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

Q3-Q4 projection Paris London Frankfurt Amsterdam

Source: CBRE Research, Q3 2017

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 M A R K E T V I E W EUROPE DATA CENTRES

I N V E S TMEN T

Figure 3: Global Data Centre M&A Investment 2011 – H1 2017

20
18
16
14
12
$ Billion

10
8
6
4
2
0
2011 2012 2013 2014 2015 2016 2017 H1

Source: CBRE Research, Q3 2017

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 M A R K E T V I E W EUROPE DATA CENTRES

M A R K ET A B S OR PTI ON

Figure 4: Market Absorption Based on Average Take-up of Previous 5 Years

Source: CBRE Research, Q3 2017

Figure 5: Key Colocation Statistics – year on year comparison (MW)

Take-up Take-up
Supply Availability
(quarterly) (year to date)

Amsterdam Q3 2017 240 41 4.7 18.2

Q3 2016 166 25 4.8 9.6
Frankfurt Q3 2017 240 42 13.9 19.8
Q3 2016 199 25 11.5 30.3
London Q3 2017 437 74 7.8 40.8
Q3 2016 384 70 7.0 28.7
Paris Q3 2017 156 27 1.6 6.9
Q3 2016 129 13 1.3 11.0
European Tier 1 Total Q3 2017 1,073 184 28.0 85.7
Q3 2016 879 134 24.7 79.6

Source: CBRE Research, Q3 2017

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 M A R K E T V I E W EUROPE DATA CENTRES

L O N DON Figure 6: London Supply and Take-up 2006-2017 Q3

500 Supply (MW) Take-up (MW) 60

Thousands
450
400 50
350 40
300
250 30
200
150 20
100 10
50
0 0

2015
2006
2007
2008
2009
2010
2011
2012
2013
2014

2016
2017
Source: CBRE Research, Q3 2017

F R A N K F U RT Figure 7: Frankfurt Supply and Take-up 2006-2017 Q3

300 Supply (MW) Take-up (MW) 40

Thousands
250 35
30
200 25
150 20
100 15
10
50 5
0 0
2015
2006
2007
2008
2009
2010
2011
2012
2013
2014

2016
2017

Source: CBRE Research, Q3 2017

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M A R K E T V I E W EUROPE DATA CENTRES

AMSTERDAM Figure 8: Amsterdam Supply and Take-up 2006-2017 Q3

300 Supply (MW) Take-up (MW) 60

Thousands
250 50
200 40
150 30
100 20
50 10
0 0

2015
2006
2007
2008
2009
2010
2011
2012
2013
2014

2016
2017
Source: CBRE Research, Q3 2017

PARIS Figure 9: Paris Supply and Take-up 2006-2017 Q3

180 Supply (MW) Take-up (MW) 25

Thousands
160
140 20
120
100 15
80 10
60
40 5
20
0 0
2015
2006
2007
2008
2009
2010
2011
2012
2013
2014

2015
2016

Source: CBRE Research, 2017 Q3

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 M A R K E T V I E W EUROPE DATA CENTRES

D E F I N I TI ONS

SUPPLY E U R O PEAN D A T A C E N TRES

SPACE TYPE

A V A I L AB I L I TY

V A C A NC Y R A T E

C O L OC A TI ON T A K E -U P

M A R K ET A B S OR PTION

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 M A R K E T V I E W EUROPE DATA CENTRES

E M E A C O N TAC TS U S C O N TA C T

A S I A C O N TAC T

C B R E D A T A C E N T RE S O L U TI ONS

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Disclaimer: information contained herein, including projections, has been obtained from sources believed to be reliable. While we do not doubt its accuracy,
we have not verified it and make no guarantee, warranty or representation about it. It is your responsibility to confirm independently its accuracy and
completeness. This information is presented exclusively for use by CBRE clients and professionals and all rights to the material are reserved and cannot be
reproduced without prior written permission of CBRE.