Build-to-Suit

A build-to-suit (BTS) is a development arrangement in which a property is custom-designed and constructed to meet the specific requirements of a particular tenant, who commits to a long-term lease before or during construction.

Build-to-suit projects are common in industrial, medical, and corporate office sectors where tenants have specialized space requirements that cannot be met by existing buildings. A logistics company might need a warehouse with specific clear heights, dock configurations, and trailer parking; a hospital system might need a medical office with particular layouts and infrastructure; or a corporate headquarters might require unique floor plates and building systems. BTS solves this by creating exactly the space the tenant needs.

The economics of a BTS deal differ from a typical speculative development because the tenant's lease commitment eliminates the primary risk: lease-up. The developer knows they will have a tenant paying rent from day one, which allows for more favorable construction financing and, in many cases, a pre-arranged permanent loan or build-to-suit sale. As a result, BTS projects typically achieve lower development yields than speculative projects, reflecting their lower risk.

For investors, BTS properties are attractive because they combine the security of a long-term, NNN lease (typically 10-20 years) with a modern building designed for the tenant's specific needs, reducing the risk of vacancy. The primary risk factors are tenant credit quality, the degree to which the building could be re-leased to another user if the original tenant departs (known as functional obsolescence risk), and the remaining lease term at the time of acquisition.

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