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Transmittal - 11/4/2022 REDEVELOPMENT AGENCY of SALT LAKE CITY MAYOR ERIN MENDENHALL Executive Director DANNY WALZ Director DATE: November 4, 2022 PREPARED BY: Corinne Piazza, Senior Project Manager and Kate Werrett, Project Manager RE: 1500 W. North Temple redevelopment project with Brinshore Development REQUESTED ACTION: Approval of terms for a $4,000,000 gap loan request to Brinshore Development for a mixed-use, affordable housing project located at 1500 W. North Temple in the North Temple Project Area. POLICY ITEM: Affordable Housing BUDGET IMPACTS: $4,000,000 Agency gap loan, paid back plus interest including $1,500,000 from the Primary Housing Fund, $1,500,000 from the North Temple Strategic Intervention Fund, and $1,000,000 from the Housing Development Loan Fund. EXECUTIVE SUMMARY: The Redevelopment Agency of Salt Lake City (“Agency”) selected Brinshore Development (“Brinshore”) through a Request for Proposals (“RFP”) process in 2018 to redevelop the Agency’s property located at 1500 W. North Temple (“Property”), formerly the location of the Overniter Motel. The Property is designated as an RDA Tier I Property due to it being over 2 acres (at 2.07 acres) and identified in a City adopted master plan, specifically as an “ideal spot for a signature transit - oriented development” in the Cornell Station Area Plan. Please see Attachment A: Parcel Location Maps for reference. Brinshore’s concept for the project, known as Spark (“Project”) implements the Agency’s vision for the Property based on the goals and objectives outlined in the North Temple Project Area Plan, the North Temple Boulevard Plan, city priorities, and as outlined in the RFP. The Project is designed to deliver a total of 200 units of workforce and family-size affordable housing, including 63 family-sized units ranging from 20-80% AMI and two, three, and four-bedroom units. Additionally, the Project includes neighborhood serving commercial space, structured parking, a mid-block walkway that connects Cornell Street and 1460 West (to be publicly accessible and privately owned and maintained), a high level of concern for architectural and urban design principles, transit-oriented design, maximized density, sustainable construction and building design practices, as well meeting Davis Bacon fair wage requirements for construction. The Project began in 2018 and is now in the final due diligence stage with Brinshore finalizing their capital stack in anticipation of closing by the end of the year. The Project received Low Income Housing Tax Credits (“LIHTC”) and as such, has a closing deadline of March 1, 2023. The Project is anticipated to begin construction in Spring 2023 with Project completion in 2024. The proposed capital stack includes the following request from the developer: • The Agency provide an additional $4,000,000 in loan proceeds (“Gap Loan”) to cover the remaining financing gap that has occurred due to escalating construction costs and remains even after the developer secured additional funding sources and implemented cost saving measures to reduce Project costs. This request is in addition to the $2,500,000 the Agency awarded Brinshore as part of the 2018 Notice of Funding Availability (“NOFA”) for affordable housing, the $3,956,000 the Agency awarded Brinshore in the 2019 NOFA, and the $4,000,000 Seller’s Note approved by the Board in October 2022. RDA FINANCE COMMITTEE RECOMMENDATION: On August 15, 2022 the Finance Committee (“Committee”) convened to review the $4,000,000 Gap Loan request and Gap Loan terms. The Committee unanimously recommends approval of the funding request and the terms as outlined in the following: Attachment B: 1500 W. North Temple – Gap Loan Term Sheet and Attachment C: 1500 W. North Temple – Gap Loan Resolution. ANALYSIS & ISSUES: Since entering into a Purchase and Sale Agreement with the Agency in 2018, Brinshore has been actively pursuing financing for the Project, which is estimated at ~$93 million. To date, Brinshore has secured funding through 4% Low Income Housing Tax Credits and received ~$42.5 million in the competitive application process. Additionally, Brinshore has secured the following*: Source Amount 4% Low Income Housing Tax Credits (LIHTC) ~$42,540,000 State Tax Credits ~$1,280,000 Permanent Loan ~$26,700,000 Seller’s Note Financing ~$4,000,000 RDA Loan (Including Gap Financing Request) ~$10,456,000 SLC HOME Funds (SLC Housing Sustainability) ~$1,000,000 State Olene Walker HOME Funds ~$1,000,000 State Olene Walker HTF Funds ~$1,000,000 Salt Lake County HOME Funds ~$700,000 Philanthropic Money ~$1,500,000 Rocky Mountain Power Rebate ~$100,000 Deferred Developer Fee ~$3,000,000 Total ~$93,276,000 *Please note that the financing information is high level and represents only general commitments or estimates at this time and is subject to change as Project financing progresses. GAP FUNDING REQUEST: Due to escalating construction costs, the Project has seen a significant cost increase which has created a funding gap. In order to move forward with a financially feasible Project, Brinshore has addressed the funding gap in the following ways: Additional Funding Sources: Brinshore has applied for and received $500,000 in Utah Housing Corporation increased basis. They’ve also applied for philanthropic funds as well as an additional $1,400,000 from Olene Walker, neither of which have been finalized or awarded. Value Engineering: Brinshore has worked with their design, engineering, and construction team to identify approximately ~$6,100,000 in cost savings, while still preserving the overall goals for the Project. Modifications include the removal of a level of underground parking reducing spaces from 134 to 100, removing the balconies, reconfiguring a portion of the units, and reducing the green roof space. Developer Contribution: As the Agency’s selected private-sector partner, Brinshore brings extensive development expertise and borrowing capacity to invest into the Project and carries significant risk to complete the Project that the Agency does not have to assume. Brinshore’s equity contribution includes the following: • Funding predevelopment (~$1,600,000) • Deferred developer fee ($3,000,000) • Guarantees (construction completion, operating deficit, tax credit compliance) • Commercial Master Lease (~$70,000/year) After securing the additional sources of funds listed above and implemen ting cost saving measures, the Project still faces a $4,000,000 funding gap. Brinshore’s request for a Gap Loan allows the Project to continue toward a year-end closing. Agency staff has identified the following potential sources the Board may wish to consider reallocating for the Gap Loan request. The potential option(s) below aim to leave funding in each program so that reallocating funds to support the Project does not empty any one account. Fund Program Amount Available Project Gap Loan Amount Remaining Primary Housing Fund Property Acquisition $1,599,880 $1,500,000 $99,880 Multiple North Temple Strategic Intervention Funds $2,936,762 $1,500,000 $1,436,762 Housing Development Loan Fund (HDLP) Fall 2022 NOFA $7,000,000 $1,000,000 $6,000,000 Total for Project Gap Loan - - $4,000,000 - The requested interest rate for the Gap Loan is 2%. Agency staff has negotiated this rate with Brinshore based on Project financials and full repayment of the Gap Loan, with interest, within a 30 -year timeframe and cash flow repayment. The Gap Loan terms also match those of the previously awarded NOFA funds allowing the Agency to combine the funds into one loan, reducing complication and allowing the Agency to issue and manage one loan total for efficiency. For full terms and details of the Gap Loan, please see: Attachment B: 1500 W. North Temple – Gap Loan Term Sheet. If the Gap Loan is approved, total Agency participation in the Project would be $14,456,000. The initial total development cost in August 2020 was ~$60 million and the Agency committed $6,456,000 in NOFA funds as well as the $4,000,000 Seller’s Note for a total of $10,456,000 putting Agency participation at 17.5% of the total development cost. Currently, with the total development cost at ~$93 million, and the Agency’s potential addition of the $4,000,000 Gap Loan, the Agency’s participation would be 15.5% of the total development cost. At the September 13, 2022 Board meeting, the Board gave a unanimous straw poll in support of the Gap Loan request giving direction to include it in Budget Amendment 2, which Agency staff subsequently brought to the Board on October 11, 2022. As the final step in the process, the Gap Loan resolution is included in Attachment C: 1500 W. North Temple – Gap Loan Resolution. PROJECT OVERVIEW & PUBLIC BENEFITS: The proposed Spark mixed-use Project will include 200 residential units including affordable workforce and family-size housing, structured parking, a mid-block walkway that connects Cornell Street and 1460 West (to be publicly accessible and privately owned and maintained), a high level of concern for architectural and urban design principles, transit-oriented design, maximized density, sustainable construction and building design practices, as well meeting Davis Bacon fair wage requirements for construction. Timeline: • Brinshore is currently finalizing the Project’s financing and is progressing towards a year-end closing with construction anticipated to begin in Spring 2023 and Project completion in 2024. At the latest, the Project must close by March 1, 2023 per LIHTC requirements, or i t will forfeit the ~$42.5 million LIHTC allocation, making it no longer financially feasible. Developer Experience: • Brinshore is an Illinois-based developer founded in 1995 with a focus on strengthening neighborhoods and a development track record of over 7,000 units over the last 27 years. Brinshore is one of the largest developers of affordable housing in the United States and specializes in creating authentic projects that encourage an active, healthy lifestyle and serve as a catalyst for other development. Housing Affordability: • The Project has 200 units including 63 family-sized units that range from 20-80% AMI and two, three, and four-bedroom units. Per the 2017 Board resolution, 50% of the units are affordable to households at or below 60% AMI. Additionally, 50% of the units are affordable to households at 70-80% AMI per LIHTC standards, which are currently market rate rents for the North Temple area. • The unit mix allows the Project to generate as much LIHTC equity as possible, lowering the financing gap as all 200 units are income and rent restricted. However, due to the naturally occurring lower rents in the North Temple Area, the 70 and 80% restricted units are above current market rate rents for the neighborhood. This allows the Project mix to have all restricted units to maximize LIHTC equity, meet the Board’s goals that 50% of the units be in market rate range, while also restricting the 70 and 80% units to ensure affordability over the long term as the North Temple Project Area continues to grow. Neighborhood Serving Commercial Space: • As currently designed, there is a proposed ~4,000 square foot daycare facility which will serve Spark residents and low-income members of the community at a sliding scale cost. There is also a ~5,000 square foot retail space and Brinshore is currently working with local organizations to lease the commercial space, including reaching out to the Economic Development department to connect with potential local tenants. Structured Parking: • The Project includes 100 structured parking spaces that are free to low-income residents per LIHTC requirements and are designed to be safe, functional, and attractive for residents and visitors. Mid-Block Walkway: • The mid-block walkway that connects Cornell Street and 1460 West is consistent with the North Temple Boulevard Plan and will be publicly accessible and privately owned and maintained. Architecture, Sustainable Construction, and Building Design Practices: • The Project incorporates a high level of concern for architectural and urban design principles including a transit-oriented design and maximized density. It also incorporates sustainable construction practices and building design including Enterprise Green Communities and ENERGY STAR Multifamily New Construction, ~24 bicycle parking spaces, ~10 EV charging stations, as well as Davis Bacon fair wages for construction. ATTACHMENTS: • Attachment A: Parcel Location Maps • Attachment B: 1500 W. North Temple – Gap Loan Term Sheet • Attachment C: 1500 W. North Temple – Gap Loan Resolution • Attachment D: Spark Project Conceptual Renderings ATTACHMENT A: Parcel Location Maps ATTACHMENT B: 1500 W. North Temple – Gap Loan Term Sheet ATTACHMENT C: 1500 W. North Temple – Gap Loan Resolution ATTACHMENT D: Spark Project Conceptual Renderings (Subject to Change)