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HomeMy WebLinkAboutRDA Item No. 6CITY OF , LSIlYOKE LAKE DREAM EXTREMEn REPORT TO REDEVELOPMENT AGENCY TO: HONORABLE CHAIRMAN AND MEMBERS OF THE REDEVELOPMENT AGENCY FROM: ROBERT A. BRADY EXECUTIVE DIRECTOR DATE: JUNE 28, 2011 SUBJECT: AFFORDABLE HOUSING FINANCIAL ANALYSIS (AMCAL AND CENTRAL VALLEY COALITION FOR AFFORDABLE HOUSING PROPOSALS) Background On March 22, 2011, the Agency Board reviewed two separate affordable housing proposals. Developer AMCAL is proposing to develop a 3.4 acre site at 6th Avenue and Bancroft Way. The AMCAL proposal is divided in two phases. Phase I will provide 47 two and three bedroom units of affordable family housing (6 very low income and 41 low income units) and one unrestricted manager's unit. Phase II will provide 48 one and two bedroom units of affordable senior housing (5 very low income and 43 low income units) and one unrestricted manager's unit. The income and rent restrictions for each Phase are detailed in the attached KMA reports. Developer Central Valley Coalition for Affordable Housing is proposing to develop a 7.5 acre site located on Lakeshore Drive and has designated the project as "Lakeshore Village." Lakeshore Village will consist of 127 units comprised of 28 one-bedroom units, 44 two-bedroom units, and 56 three-bedroom units. Forty-four units will be available to very low income families, 82 units will be restricted to low income households and one unrestricted unit will be reserved for an on-site manager. The income and rent restrictions are detailed in the attached KMA report. Following the Agency Board's discussion of these competing proposals, staff was directed to forward the proposals to Keyser Marston and Associates (KMA) in order to analyze the extent that Agency assistance would be necessary. AGENDA ITEM NO. 6 Page 1 of 48 Affordable Housing Financial Analysis June 28, 2011 Page 2 In connection with that analysis, staff has also reviewed the funding availability. As of the end of the 2009/2010 fiscal year, the Agency's Low and Moderate Income Housing Fund ("Housing Fund") had an unencumbered balance of approximately $2.7 million. The proposed FY 2011- 2012 Agency Budget estimates the Housing Fund 2010/2011 year-end balance at approximately $5.9 million. Consequently, additional Housing Funds may be available for projects. However, the amount of unencumbered funds is unknown at this time due to the uncertainty of the recently passed (but unsigned) legislation terminating redevelopment and the Agency's own year-end accounting. In addition, the City of Lake Elsinore has approximately $1 million available in its affordable housing in lieu fee account that can be allocated to eligible affordable housing projects. KMA Analysis AMCAL Family and Senior Affordable Housing AMCAL is proposing to acquire the "Total Development Site" for both phases and then commence construction on Phase I. AMCAL has indicated that the Total Development Site must be acquired now and acquisition costs are estimated at $2,215,000. The results from the KMA financial analysis can be summarized as follows: 1. The forty-eight (48) unit "Family Project" is proposed to be developed on 2.38 acres of land located in the southern section of the Total Development Site. The recommended Agency assistance for the Family Project is $5.8 million. 2. The forty-nine (49) unit "Senior Project" is proposed to be developed on the remaining one (1) acre of land (Senior Site) located in the northern section of the Total Development Site. The recommended Agency assistance to the Senior Project is $5.0 million. Although the Agency could potentially fund only one Phase at the outset, AMCAL has indicated that Agency assistance would be required to provide upfront funding for the entire acquisition costs. For example, if the Agency opted to only fund Phase I, the actual gap associated with Phase I would be $5.8 million plus the property costs associated with Phase II (estimated at $677,000). Accordingly, in order to proceed with financing Phase I, the Redevelopment Agency would need to increase its commitment from $5.8 million to approximately $6.48 million. Similarly, if the Agency opted to only fund Phase II, the actual gap associated with Phase II would be $5.0 million plus the property costs associated with Phase I (estimated at $1,548,000) for a commitment of approximately $6.55. KMA notes that the lack of an identified funding source, (given the limits of the Agency's available funds) puts the project and Agency at risk to be left with vacant land and no Page 2 of 48 Affordable Housing Financial Analysis June 28, 2011 Page 3 financially viable plans for development. KMA suggests that before agreeing to pursue this proposal, the Agency should determine whether there is an alternative use for any undeveloped portion of the site. Central Vallev Coalition for Affordable Housin Central Valley Coalition for Affordable Housing is proposing to acquire a 7.5 acre site and construct 126 affordable (44 very low income and 82 low income units) and one manager's unit. Central Valley proposes to construct the project with a combination of Redevelopment Agency assistance, tax credits and/or tax exempt housing bonds. Central Valley's financing proposal is premised on obtaining either 9% Tax Credits or the less lucrative 4% tax credits coupled with housing bonds. The competition for 9% tax credits is extremely intense and KMA believes that the proposal presented would not be competitive. Accordingly, KMA's analysis is limited to consideration of 4% tax credits and issuance of tax exempt housing bonds. Based on that analysis, KMA concluded that the Central Valley project justifies Redevelopment Agency financial assistance of $9.4 million and concludes that the developer's requested $9.65 million (approximately 3% differential) is warranted given the scope of the Project. Recommendation 1. That the Agency Board review the KMA analysis, defer selection of a project at this time, and direct staff to return to the Agency Board within the next 90 days with a definitive analysis of available funds following resolution of the State budget and related proposals; or alternatively 2. That the Agency Board review the KMA analysis, select a proposed project and direct Agency Counsel to prepare a definitive loan agreement up to the amount of the currently available unencumbered Housing Fund balance consistent with the recommended residual receipts financing structure. The disbursement of Housing Funds should be conditioned upon evidence of financing to be presented by the developer demonstrating the financial feasibility of the project to the satisfaction of the Executive Director. Any commitment of Housing Funds should be subordinate to existing Housing Fund obligations and any Agency payments to the Educational Revenue Augmentation Fund, Special District Augmentation Fund or similar fund established by state legislation necessary to avoid termination of the Agency. Page 3 of 48 Affordable Housing Financial Analysis June 28, 2011 Page 4 Prepared by: Justin Carlson, Redevelopment Agency Analyst Reviewed by: Barbara Leibold, Agency Counsel Approved by: Robert A. Brady Executive Directo Attachments: 1. AMCAL Family and Senior Apartments-Project Review Memorandum (dated May 17, 2011). 2. AMCAL Senior Apartments: 3. AMCAL Family Apartments: 4. Central Valley Housing AK 2011). Financial Gap Analysis (dated May 17, 2011). Financial Gap Analysis (dated May 17, 2011). artments: Financial Gap Analysis (dated May 17, Page 4 of 48 1, wm KEYSER MAIt,3STON ASSOCIATES, ADVISORS IN PUBLIC/PRIVATE REAL ESTATE DEVELOPMENT MEMORANDUM ADVISORS WN REAL ESTATE N REDEVELOPMENT To: Justin Carlson Redevelopment Agency Analyst HOUSING AFEORnnnLC , ECONOMIC DEVELOPMENT City of Lake Elsinore SAN ERANCI&CO A.JERRYKEYSEK From: Kathleen Head TIMOTHYC. KELLY Tim Bretz KATE EARLE FUNK DEBBIE M. KERN ROuRT J. W ETMORE REEDT K.AWAHARA Date: May 17, 2011 106ANCELFS KATHLEEN H. HEAD Subject: AMCAL Family and Senior Apartments - Project Review JAMES A. RARE PAUL C. ANDERSON GREGORY D. SOO-HOO In accompanying memoranda, Keyser Marston Associates, Inc. (KMA) estimated the KEVIN E. ENGSTROM financial gaps associated with family and senior citizen apartment projects being JULIE L. ROMEY DENISE BICKERSTAFB proposed by AMCAL Multi-Housing Inc. (Developer). The projects are proposed to be developed in two phases on a 3.38-acre parcel at the southeast corner of East Franklin SAN DIEGO GUU,LDM.TRIMBLE Street and Avenue 7 (Total Development Site). The purpose of the following PAUL C. MARRA memorandum is to evaluate the financial issues associated with the phased development transaction structure being proposed by the Developer. BACKGROUND The Developer is proposing to acquire the Total Development Site, and then to commence construction on the first development phase. Given the limited amount of Property Tax Increment Housing Set-Aside (Set-Aside) funds available from the Lake Elsinore Redevelopment Agency (Agency), the second development phase cannot commence until the Developer obtains assistance from outside funding sources. The results of the KMA financial analyses can be summarized as follows: The 48-unit "Family Project" is proposed to be developed on 2.38 acres of land area (Family Site) located in the southern section of the Total Development Site. The recommended financial assistance for the Family Project is set at $5.8 million. 500SOUTHGRAND AVENUE, .SUITE1480 )LOS ANGELES, CALIFORNIA 90071.a FRONEs.21362280E35 > FAX`213:¢225204. 1105014; TRB W W W.KEYSERMARSION.COM 1 W9§B(15 N548 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Family and Senior Apartments - Project Review Page 2 2. The 49-unit "Senior Project" is proposed to be developed on the remaining one acre of land area (Senior Site) located in the northern section of the Total Development Site. The recommended Agency assistance to the Senior Project is set at $5.0 million. It is our understanding that the Developer would prefer to develop the Senior Project in the first phase. However, they have indicated that they are willing to defer to the Agency on this decision. PROPOSED TRANSACTION STRUCTURE The Developer has indicated that the Total Development Site must be acquired now, and that only a portion of the property will be developed during the first phase of construction. The acquisition costs for the Total Development Site equal $2,215,000. The acquisition costs are allocated as follows: Family Project: $1,548,000; and 2. Senior Project: $667,000. The allocated property acquisition costs are factored into the financial gap for each development phase. However, as a practical matter, the Agency would be required to provide upfront funding for the entire gap associated with the Phase I project plus the property acquisition costs associated with the Phase II project. ISSUES FOR CONSIDERATION The proposed transaction requires the Agency to pay for the Total Development Site without having any assurance that the Developer will be able to obtain sufficient outside funding assistance to undertake the Phase II development. The risk to the Agency is that if the Phase II development does not ultimately occur, the Agency will be left with a large piece of vacant land with no concrete plans for development. Before agreeing to pursue this development, the Agency should determine whether there is an alternative use that they would like to pursue on the undeveloped portion of the Total Development Site. If the Agency decides to move forward with the Project, the Agency will need to choose which product the Developer will construct first. This, in turn, will determine which section of the Total Development Site will remain vacant until the Phase 11 development can be implemented. 1105014; TRB 1P@@ O649f48 KEYSER RSTON ASSOCIATES. ADVISORS IN PUBLIC/PRIVATE REAL ESTATE DEVELOPMENT MEMORANDUM ADVISORS IN: REAL EATAIT REDEVELOPMENT AFFORDABLE HOUSENG EGONOMIG DEVELOPMENT SAN FRANI!PkY) A. JERRY KEYSER TLN03HYC. KELLY KATE EARLE FUNK DEBBIE M. KERN ROBERT I. W ETMORE REED T. V AWAHARA LOS ANOMSS KATHLEEN H. HEAD DAMES A. RARE PAUL C. ANDERSON GREGORY D. Soo-Hao KEVIN E, ENGSTROM JULIE L. ROMEY DENISE DICKERSTAFP SAN DIEGO GERALD M. TRIMBLE PAUL C. MARRA To: Justin Carlson, Redevelopment Agency Analyst City of Lake Elsinore From: Kathleen Head Tim Bretz Date: May 17, 2011 Subject: AMCAL Senior Apartments: Financial Gap Analysis At your request, Keyser Marston Associates, Inc. (KMA) prepared financial gap analyses for a two-phase apartment development being proposed by AMCAL Multi-Housing Inc. (Developer). The proposed development consists of one phase consisting of family apartments and the other phase consisting of senior citizen apartments. The development is proposed to be located on a 3.38-acre parcel at the southeast corner of East Franklin Street and Avenue 7 (Total Development Site). The Developer is currently proposing to acquire the Total Development Site. However, it is our understanding that the Lake Elsinore Redevelopment Agency (Agency) only has sufficient resources to assist one of the phases now, and that the second phase will be delayed until the Developer accumulates sufficient outside financial assistance resources to fill the financial gap associated with the second. It is further our understanding that the Developer is willing to develop either the family project or the senior citizen project in the first development phase. In recognition of this fact, KMA has prepared separate financial analyses for the two proposed projects. The following KMA analysis evaluates the development of the senior citizen apartment project, which is proposed to be developed on approximately one acre of land area (Senior Site) located in the northern section of the Total Development Site. The senior citizen apartment phase consists of 49 apartment units targeted towards very-low income and low income households, with one on-site manager's unit (Senior Project). The purpose of the analysis is to estimate the financial gap associated with the Senior Project. 500 SOUTH GRAND AVENUE,. SUITE 1480), LOS ANGELES, CALIFORNIA 900,71 H PHONE-.:2136228095 > FAX:2136225204 1105012; LE:KHH:gbd W W W.KEYSERMARSTON.COM 1 AY§@0PN548 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Senior Apartments: Financial Gap Analysis Page 2 EXECUTIVE SUMMARY The following funding sources are anticipated to be used to finance the Senior Project: Tax-Exempt Multifamily Bonds that are competitively awarded by the California Debt Limit Allocation Committee (CDLAC); 2. Low Income Housing Tax Credits (Tax Credits) that are automatically awarded by the California Tax Credit Allocation Committee (TCAC) to projects that receive a qualifying Bond allocation from CDLAC; and 3. Property Tax Increment Housing Set-Aside (Set-Aside) funds provided by the Agency. The KMA analysis results in a financial gap of $5.46 million, which is approximately $456,000 higher than the Developer's request for $5.01 million in Agency financial assistance. If the Agency moves forward with the Senior Project, it is the KMA recommendation that the Agency assistance be limited to the Developer's financial assistance request. PROJECT DESCRIPTION The proposed scope of development can be described as follows: 2. 3. The Senior Site is comprised of approximately 43,659 square feet of land area. The 49-unit Senior Project represents a density of approximately 49 units per acre. The proposed unit mix is as follows: Number of Unit Size Units (Sf) One-Bedroom Units 40 706- Two-Bedroom Units 9 900 Totals/Averages 49 740 4. The gross building area (GBA) for the Senior Project is 46,282 square feet, which includes: a. Gross residential area totaling 36,100 square feet; 1105012; LE:KHH:gbd 1!tg§8g81QW48 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Senior Apartments: Financial Gap Analysis Page 3 b. Gross community room area totaling 1,390 square feet; and c. Gross circulation and common area totaling 8,792 square feet. 5. Forty-nine (49) surface parking spaces will be provided, which equates to a ratio of one space per unit. 6. The Developer is proposing to allocate the units as follows: Very-low Income Units 5 Low Income Units 43 Unrestricted Manager's Unit 1 Total Units 49 FINANCIAL GAP ANALYSIS KMA prepared a pro forma analysis to assist in evaluating the Developer's proposal. The analysis is located at the end of this memorandum, and is organized as follows: Table 1: Estimated Development Costs Table 2: Stabilized Net Operating Income Table 3: Financial Gap Calculation Estimated Development Costs (Table 1) KMA reviewed the Developer's development cost estimate, and then independently prepared a pro forma analysis for the Senior Project. The resulting development costs are estimated as follows: Property Assemblage Costs The Developer estimated the property assemblage costs at $667,000, which consists of the following: The property acquisition costs are estimated at $611,000, or $14 per square foot of land area. KMA was provided with a purchase and sale agreement, which confirms the purchase price. 2. The Developer provided a $31,000 allowance for holding costs. 1105012; LE:KHH:gbd 1 P ftLa0WQ048 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Senior Apartments: Financial Gap Analysis Page 4 3. The Developer estimated the closing costs at $25,000. No appraisals were provided for KMA to review. If the warranted property acquisition costs change as a result of appraisal information that is subsequently obtained, the KMA analysis will need to be revised accordingly. Direct Costs The direct costs assume that the Senior Project will not be subject to State of California prevailing wage requirements. The direct costs applied in the analysis can be summarized as follows: 1. The Developer estimated the off-site improvement costs at $374,000, which includes costs for utilities and street improvements. City of Lake Elsinore (City) Planning Department staff should verify the scope of the improvements that will be required to serve the Senior Project, and the accuracy of this cost estimate. 2. The on-site improvement costs are estimated at $14 per square foot of land area, or $617,000. 3. The residential building costs are estimated at $4.14 million, or $89 per square foot of residential GBA. 4. A $55,000 allowance for furnishings, fixtures and equipment is provided. 5. KMA included a 14% allowance for contractors' fees and general requirements, which is the maximum allowed by TCAC. 6. An allowance for general liability insurance and construction bonds at 2% of construction costs is provided. 7. A direct cost contingency allowance equal to 5% of other direct costs is provided. KMA estimates the total direct costs at $6.31 million. This equates to $136 per square foot of GBA. Indirect costs KMA utilized the following assumptions for estimating the indirect costs: The architecture, engineering and consulting fees are estimated at 10% of direct costs. 1105012; LE:KHH:gbd IDUQ@OW@5548 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Senior Apartments: Financial Gap Analysis Page 5 2. The Developer estimated the public permits and fees costs at $1.27 million, or $25,800 per unit. City staff should verify the accuracy of this estimate. 3. The taxes, insurance, legal and accounting costs are estimated at 2% of direct costs, or $126,000. 4. A $25,000 allowance for marketing and leasing costs is provided. 5. The Developer fee is set at $1.33 million, which is the maximum amount allowed for the Senior Project by TCAC. 6. An indirect cost contingency allowance equal to 5% of other indirect costs is provided. KMA estimates the total indirect costs at $3.55 million. Financing Costs The Senior Project is proposed to be financed with Tax-Exempt Multifamily Bonds allocated by CDLAC. To comply with Internal Revenue Service (IRS) requirements, the Bond must be equal to at least 50% of the Senior Project's land acquisition costs plus eligible Tax Credit basis. To meet the 50% test for the Senior Project, the Bond must equal at least $5.42 million. The Senior Project's estimated net operating income can only support a $1.67 million Bond (Series A Bond). Therefore, a Series B Bond must be issued to cover the greater of the funds required to meet the 50% test, or the construction costs for which construction period funding is not available. In this case, the $3.74 million necessary to meet the 50% test exceeds the unfunded construction costs of $3.05 million. Thus, the Series B Bond is set at $3.74 million. The financing costs for the Senior Project are estimated as follows: The construction period and absorption period interest costs are estimated at $292,000. These costs are based on the following assumptions: a. The construction period interest costs are based on a 4.5% interest rate, a 14-month construction period, and a 60% average outstanding balance. b. The absorption period interest costs are based on a six-month absorption period with a 100% average outstanding balance. 2. The financing fees are set at 5.0 points. This equates to $271,000. 1105012; LE:KHH:gbd PA@Q)OV Q9p48 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Senior Apartments: Financial Gap Analysis Page 6 3. The capitalized operating reserve is estimated at $90,000. This allowance is equal to three months of operating expenses and debt service payments. 4. The Tax Credit fees are estimated at $27,000 based on the following assumptions: a. A $2,000 application fee; b. A $410 per unit monitoring fee; and c. One percent (1 of gross Tax Credit proceeds for one year. KMA estimates the total financing costs at $680,000. Total Development Costs As shown in Table 1, KMA estimates the total development costs at $11.2 million. This estimate is $660,000 higher than the Developer's development cost estimate. The difference in the cost estimates is primarily attributable to the following: KMA's estimate of direct construction costs is $1.07 million higher than the Developer's estimate. The Developer's estimate of indirect costs is $132,000 higher than the KMA estimate. The Developer's financing cost estimate is $281,000 higher than the KMA estimate. Stabilized Net Operating Income (Table 2) Income and Affordability Restrictions The Senior Project's funding sources include Tax-Exempt Multifamily Bonds, Tax Credits and Set-Aside funds. Each of these programs publishes the applicable income limits for households that are qualified to reside in the development. The Tax-Exempt Multifamily Bond Program and the Tax Credit Program publish rent standards for projects that receive these funds. Comparatively, California Health and Safety Code Section 50053 (Section 50053) defines the affordable housing cost calculation methodology that must be applied for projects assisted with Set-Aside funds. In order for the units to fulfill the production and expenditures proportionality requirements imposed on the Agency by California Redevelopment Law (CRL), the rents must comply with the Section 50053 affordable housing cost calculation. 1105012; LE:KHH:gbd N6% 421QM48 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Senior Apartments: Financial Gap Analysis Page 7 The KMA analysis is based on the following household income and affordable rent standards Income Restrictions: The tenants' income cannot exceed the strictest of: a. CRL income restrictions as defined under California Health and Safety Code Section 50105 for very-low income households and Section 50079.5 for low income households; and b. Federal Low Income Housing Tax Credits income restrictions defined under United States Code, Title 26, Section 142(d)(2)(B). 2. Affordability Restrictions: The rents applied to the units must reflect the most stringent of: a. The Tax-Exempt Multifamily Bond rents published annually by CDLAC; b. The Tax Credits rents published annually by TCAC; C. The rents derived from the affordable housing cost calculation methodology defined in Section 50053. Net Operating Income The rents applied to the units must reflect the most restrictive requirements imposed by the proposed funding sources. Based on information distributed by CDLAC, TCAC, and the California Department of Housing and Community Development (HCD) in 2010, the rents, net the appropriate utility allowances, are estimated as follows:' One-Bedroom Two-Bedroom Rent Restriction Units Units Very-Low Income CRL Rents $595 $656 TCAC Rents @ 50% of Median $554 $656 Applicable Rents $554 $656 Low Income CRL Rents $725 $803 TCAC Rents @ 60% of Median $676 $802 Applicable Rents $676 $802 ' The Developer estimated the monthly utility allowances as $55 for a one-bedroom unit and $75 for a two-bedroom unit. 1105012; LE:KHH:gbd nip n/M8 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Senior Apartments: Financial Gap Analysis Page 8 KMA estimates the Senior Project's gross income at $407,000, which includes laundry and miscellaneous income averaging $6 per unit per month. After applying a 5% vacancy and collection allowance, KMA estimates the resulting effective gross income (EGI) at $386,600. The operating expenses are estimated as follows: The general operating expenses are estimated at approximately $4,200 per unit per year. 2. KMA assumes the Developer will apply for the property tax abatement that is accorded to non-profit housing organizations that own income-restricted apartments. As such, the Developer estimates that the Senior Project will not be subject to any property tax payments. 3. The Developer estimated the cost to provide social services at $16,200 per year. 4. The annual capital replacement reserve deposit is estimated at $250 per unit, which is the minimum amount required by TCAC. As shown in Table 2, the residential operating expenses are estimated to total $234,300, or approximately $4,800 per unit. When the Senior Project's EGI is reduced by the operating expenses, KMA estimates the stabilized net operating income (NOI) at $152,300. This estimate is the same as the Developer's NOI estimate. Financial Gap Calculation (Table 3) The financial gap is estimated by deducting the available outside funding sources from the Senior Project's total development costs. The outside funding sources anticipated to be received by the Senior Project are described in the following sections of this analysis. Total Available Funding Sources Tax-Exempt Multifamily Bonds Based on the following underwriting assumptions, KMA estimates that the Senior Project can support $1.67 million in Tax-Exempt Multifamily Bonds: A 120% debt service coverage ratio; 2. A 6.5% interest rate; and 3. A 30-year amortization period. 1105012; LE:KHH:gbd R§LPP4IW548 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Senior Apartments: Financial Gap Analysis Page 9 Tax Credit Proceeds KMA estimates the net Tax Credit proceeds at $4.07 million. The value is calculated based on the following assumptions: 1. The Senior Project's eligible Tax Credit basis is equal to the lesser of the depreciable costs for the 49 Tax Credit units, or the basis limits established by TCAC. In this case, the $10.22 million in depreciable costs can all be included in the Senior Project's eligible basis. 2. The Senior Project is located in a designated "Difficult to Develop" census tract, which allows the eligible Tax Credit basis to be increased by 30%. The resulting total eligible basis is $13.28 million. 3. The current Tax Credit application sets the annual Tax Credit rate at 3.4%. 4. 100% of the Senior Project's building area is located in units that qualify for Tax Credits. 5. The net syndication value supported by the Tax Credit is ultimately determined based on competitive market conditions and on the timing of the disbursements. Based on currently available information, KMA and the Developer estimate the proceeds at $0.90 per gross Tax Credit dollar. Total Available Outside Funding Sources KMA estimates the total outside funding sources at $5.74 million. In contrast, the Developer estimates the total outside funding sources at $5.53 million. The approximately $204,000 differential is attributed to: KMA utilized a 120% debt service coverage ratio, while the Developer utilized a 115% debt service coverage ratio. The Developer's estimate of supportable financing is $74,000 higher than the KMA estimate. The KMA estimate of direct construction costs is significantly higher than the Developer's estimated costs, which results in a higher eligible Tax Credit basis than is being used in the Developer's analysis. The KMA estimate of net Tax Credit proceeds is $278,000 higher than the Developer's estimate. Financial Gap Conclusion Based on the assumptions outlined in this analysis, KMA calculates the financial gap as follows: 1105012; LE:KHH:gbd P'V@@0P5/V648 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Senior Apartments: Financial Gap Analysis Page 10 Total Development Costs $11,202,000 (Less) Total Available Funding Sources (5,738,000) Financial Gap $5,464,000 Per Unit $111,500 Based on the results of the preceding financial analysis, it is the KMA conclusion that the Senior Project exhibits a $5.46 million financial gap. In comparison, the Developer has requested $5.01 million in financial assistance from the Agency. The causes of the $456,000 difference in the financial gap estimates are summarized in the following table: KMA Developer Estimated Development Costs $11,202,000 $10,542,000 (Less) Available Funding Sources (5,738,000) (5,534,000) Financial Gap $5,464,000 $5,008,000 $660,000 $456,000 CONCLUSIONS / RECOMMENDATIONS Based on the results of the preceding analysis, it is the KMA conclusion that the Senior Project demonstrates a $5.46 million financial gap. However, the Developer is requesting that the Agency provide $5.01 million in assistance to the Senior Project. It is the KMA recommendation that the Agency limit the assistance to the amount of the Developer's request. It is important to note that KMA has not been provided with an appraisal for the Total Development Site. If an appraisal is ultimately performed, and the established value is different than the amount used in this analysis, the KMA financial gap analysis will need to be revised accordingly. It is the KMA assumption that the Agency assistance to the Project will be structured as a residual receipts note. This loan should be secured by a subordinated deed of trust against the property and evidenced by a promissory note and a regulatory agreement. KMA recommends that the loan be structured as follows: The loan should have a 55-year term. 2. The loan should bear simple interest at a 3% rate. 3. The Project's revenues should be distributed in the following priority order: 1105012; LE:KHH:gbd @g W1648 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Senior Apartments: Financial Gap Analysis Page 11 a. Approved operating expenses; b. Approved deposits into reserves accounts; C. Debt service on the Tax-Exempt Multifamily Bond financing; d. Payment of asset management fees and partnership management fees for the first 15 years of operation that should be capped at $17,000 in the first year, and then escalated at 3% per year thereafter; e. Repayment of any general partner development loans and contributions; and f. Payment of any Tax Credit equity adjusters to the limited partner. 4. The Agency should receive at least 50% of the cash flow remaining after the approved distributions. 5. Any outstanding principal and interest balance of the residual receipts loan should become due and payable at the end of the 55-year term. The repayment period should be extended if the Developer agrees to extend the income and affordability covenants. 1105012; LE:KHH:gbd FA6V c0YVWF48 TABLE 1 ESTIMATED DEVELOPMENT COSTS 5 VERY-LOW INCOME UNITS AND 43 LOW INCOME UNITS AMCAL SENIOR HOUSING LAKE ELSINORE, CALIFORNIA 1. Property Assemblage Costs Property Acquisition Costs 43,659 Sf Land $14 /Sf Land $611,000 Holding Costs 2 31,000 Closing Costs z 25,000 Total Property Assemblage Costs 43,659 Sf Land $15 ISf Land $667,000 II. Direct Costs3 Off-site Improvements 4 $374,000 On-site Improvements 5 43,659 Sf Land $14 /Sf Land 617,000 Residential Building Costs 46,282 Sf GBA $89 ISf GBA 4,138,000 Furnishings, Fixtures & Equipment 55,000 Contractor Fees / General Requirements 14% Construction Costs 718,000 General Liability Insurance / Const Bonds 2% Construction Costs 103,000 Contingency Allowance 5% Other Direct Costs 300,000 Total Direct Costs $6,305,000 III. Indirect Costs Architecture, Engineering & Consulting 10% Direct Costs $631,000 Permits & Fees 6 49 Units $25,841 /Unit 1,266,000 Taxes, Ins, Legal & Accounting 2.0% Direct Costs 126,000 Marketing & Leasing 49 Units $500 /Unit 25,000 Developer Fee 7 15% Eligible Costs 1,333,000 Contingency Allowance 5% Other Indirects 169,000 Total Indirect Costs $3,550,000 IV. Financing Costs Interest During Construction Series A Bond 6 $1,673,000 Loan Amount 4.50% Interest $90,000 Series B Bond a $3,742,000 Loan Amount 4.50% Interest 202,000 Financing Fees Series A Bond $1,673,000 Loan Amount 5.00 Points 84,000 Series B Bond $3,742,000 Loan Amount 5.00 Points 187,000 Operating Reserves 3 Months Op Exp and Debt Svc Pmts 90,000 TCAC Fees 10 27,000 Total Financing Costs $680,000 V. Total Development Costs 49 Units $228,600 /Unit $11,202,000 Based on Amendment to Phase 1 Purchase Agreement between AMCAL Multi-Housing, Inc. and Franklin St. LP dated 4/12/2011. 2 Based on Developer estimate. 3 Estimates assume prevailing wage requirements will NOT be imposed on the Project. 4 Based on Developer estimate. City staff should identify the scope and cost of the required off-site improvements. 5 Includes costs for 49 at-grade parking spaces. 6 Based on Developer estimate. The estimate should be verified by City staff. 7 Equal to the maximum amount allowed by TCAC. 6 Includes debt on the 75% of the Tax Credit Equity which will not be funded during construction. Assumes a 14-month construction period with a 60% average outstanding balance and a 6-month absorption period with a 100% average outstanding balance. 9 Equal to 50% of the eligible Tax Credit basis plus the property acquisition costs minus the Series A bond amount; a 14-month construction period with a 60% average outstanding balance; and a 6-month absorption period with a 100% average outstanding balance. t0 Includes a $2,000 application fee; $410/unit monitoring fee; and 1 % of the gross Tax Credit proceeds for one year. Prepared by: Keyser Marston Associates, Inc. Filename: LE_AMCAL_4%_TC_5 13 11 Senior; Pro Forma; trb Page 18 of 48 TABLE 2 STABILIZED NET OPERATING INCOME 5 VERY-LOW INCOME UNITS AND 43 LOW INCOME UNITS AMCAL SENIOR HOUSING LAKE ELSINORE, CALIFORNIA 1. Gross Residential Income' Manager's Unit 2 VL Inc RedevfTax Credit @ 50% Median 1-Bedroom Units @ (700-Sf) 2-Bedroom Units @ (900-Sf) Low Inc Redev/Tax Credit @ 60% Median 1-Bedroom Units @ (700-Sf) 2-Bedroom Units @ (900-Sf) Gross Residential Income Laundry/Miscellaneous Income Gross Income (Less) Vacancy & Collection Allowance Effective Gross Income $386,600 II. Operating Expenses General Operating Expenses 49 Units $4,200 /Unit $205,800 Property Taxes 3 49 Units $0 /Unit - Services 49 Units $331 /Unit 16,200 Replacement Reserve 49 Units $250 /Unit 12,300 Total Operating Expenses 49 Units $4,782 /Unit $234,300 III. Net Operating Income $152,300 I Based on Riverside County 2010 Incomes distributed by HUD/HCD. As pertinent, the rents are based on rents published in 2010 by TCAC and California Health and Safety Code Section 50053 calculation methodology. Utility Allowances per Developer: $55 for 1-Bdrm units and $75 for 2- Bdrm units. 2 Based on Developer estimate. 3 Based on the assumption that the Developer will receive the property tax exemption accorded to non-profit housing organizations that develop income-restricted apartments. 1 Unit $802 /Unit/Month $9,600 4 Units $554 /Unit/Month 26,600 1 Units $656 /Unit/Month 7,900 36 Units $676 /Unit/Month 292,000 7 Units $802 /Unit/Month 67,400 49 Units $403,500 49 Units - $6 /Unit/Month 3,500 $407,000 5% Gross Income (20,400) Prepared by: Keyser Marston Associates, Inc. Filename: LE_AMCAL_4%_TC_5 13 11 Senior; Pro Forma; trb Page 19 of 48 TABLE 3 FINANCIAL GAP CALCULATION 5 VERY-LOW INCOME UNITS AND 43 LOW INCOME UNITS AMCAL SENIOR HOUSING LAKE ELSINORE, CALIFORNIA 1. Available Funding Sources Tax-Exempt Financing Net Operating Income Income Available for Mortgage Interest Rate $152,300 NOI (See Table 2) 1.20 DCR 6.50% Interest Rate $126,917 Debt Service 7.58% Mortgage Constant Permanent Loan Tax Credit Equity' Gross Tax Credit Value Syndication Rate Net Tax Credit Equity Total Available Funding Sources II. Financial Gan Calculation Total Development Costs (Less) Total Available Funding Sources $11,202,000 (5,738,000) III. Financial Gap 49 Units $111,500 /Unit $5,464,000 Assumes a $10.2 million eligible basis, which includes a 130% difficult-to-develop premium, a 3.4% Tax Credit rate and an applicable fraction of 100%. $1,673,000 $4,517,000 $0.90 /Tax Credit Dollar $4,065,000 $5,738,000 Prepared by: Keyser Marston Associates, Inc. Filename: LE_AMCAL_4%_TC_5 13 11_Senior; Pro Forma; trb Page 20 of 48 m r .v 021 KE'YSER RSTON ASSOCL4TESY ADVISORS IN PUIL(Cf PRIVATE REAL ESTATE DEVELOPMENT MEMORANDUM ADVISDRs IM REAL ESTATE REDEVELOPMENT APFORDAULE HOUSING ECONOMIC DEVELOPMENT . SAN FR: MC3(YA A.IEKRYKEMP, TIMOTHYC. KELLY KATE EARLE FUNK DERDIE M. KERN ROBERT!- WETMORE REED T. K.AY✓AHARA ISIS ANGELES KATHLEEN H. HEAD JAMESA. RARE PAUL C. ANDERSON GREGORY D. 5003700 KEVIN E. ENGSTROM JULIF L.ROMEY DENIsE BICKERSTA£E SAN DIEGO GERALDM.TRIMRLE PAUL C. MARRA To: Justin Carlson, Redevelopment Agency Analyst City of Lake Elsinore From: Kathleen Head Tim Bretz Date: May 17, 2011 Subject: AMCAL Family Apartments: Financial Gap Analysis At your request, Keyser Marston Associates, Inc. (KMA) prepared financial gap analyses for a two-phase apartment development being proposed by AMCAL Multi-Housing Inc. (Developer). The proposed development consists of one phase consisting of family apartments and the other phase consisting of senior citizen apartments. The development is proposed to be located on a 3.38-acre parcel at the southeast corner of East Franklin Street and Avenue 7 (Total Development Site). The Developer is currently proposing to acquire the Total Development Site. However, it is our understanding that the Lake Elsinore Redevelopment Agency (Agency) only has sufficient resources to assist one of the phases now, and that the second phase will be delayed until the Developer accumulates sufficient outside financial assistance resources to fill the financial gap associated with the second. It is further our understanding that the Developer is willing to develop either the family project or the senior citizen project in the first development phase. In recognition of this fact, KMA has prepared separate financial analyses for the two proposed projects. The following KMA analysis evaluates the development of the family apartment project, which is proposed to be developed on 2.38 acres of land area (Family Site) located in the southern section of the Total Development Site. The family apartment phase consists of 48 apartment units targeted towards very-low income and low income households, with one on-site manager's unit (Family Project). The purpose of the analysis is to estimate the financial gap associated with the Family Project. 500 SOUTH GRANDAVENlUE,SUITE1480-.`> LOSANGELES,CA1LTTORNIA90071> PRONt-.2136228095 Ir FAX:, 213611-5204 1105011; LE:KHH:gbd W W W.KEYSV1MARSTON.CGIv4 V'%.p&ePf1N548 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Family Apartments: Financial Gap Analysis Page 2 EXECUTIVE SUMMARY The following funding sources are anticipated to be used to finance the Family Project: 1. Tax-Exempt Multifamily Bonds that are competitively awarded by the California Debt Limit Allocation Committee (CDLAC); 2. Low Income Housing Tax Credits (Tax Credits) that are automatically awarded by the California Tax Credit Allocation Committee (TCAC) to projects that receive a qualifying Bond allocation from CDLAC; and 3. Property Tax Increment Housing Set-Aside (Set-Aside) funds provided by the Agency. The KMA analysis results in a financial gap of $6.28 million, which is approximately $486,000 higher than the Developer's request for $5.8 million in Agency financial assistance. If the Agency moves forward with the Family Project, it is the KMA recommendation that the Agency assistance be limited to the Developer's financial assistance request. PROJECT DESCRIPTION The proposed scope of development can be described as follows: 2. 3. The Family Site is comprised of approximately 103,600 square feet of land area. The 48-unit Family Project represents a density of approximately 20 units per acre. The proposed unit mix is as follows: Number of Unit Size Units (Sf) Two-Bedroom Units 32 826- Three-Bedroom Units 16 1,000 Totals/Averages 48 880 4. The gross building area (GBA) for the Family Project is 54,154 square feet, which includes: a. Gross residential area totaling 42,240 square feet; 1105011; LE:KHH:gbd P%@& @,!2/N548 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Family Apartments: Financial Gap Analysis Page 3 b. Gross community room area totaling 1,370 square feet; and c. Gross circulation and common area totaling 10,544 square feet. One-hundred twelve (112) surface parking spaces will be provided, which equates to a ratio of 2.3 spaces per unit. 6. The Developer is proposing to allocate the units as follows: Very-low Income Units 6 Low Income Units 41 Unrestricted Manager's Unit 1 Total Units 48 FINANCIAL GAP ANALYSIS KMA prepared a pro forma analysis to assist in evaluating the Developer's proposal. The analysis is located at the end of this memorandum, and is organized as follows: Table 1: Estimated Development Costs Table 2: Stabilized Net Operating Income Table 3: Financial Gap Calculation Estimated Development Costs (Table 1) KMA reviewed the Developer's development cost estimate, and then independently prepared a pro forma analysis for the Family Project. The resulting development costs are estimated as follows: Property Assemblage Costs The Developer estimated the property assemblage costs at $1.55 million, which consists of the following: The property acquisition costs are estimated at $1.45 million, or $14 per square foot of land area. KMA was provided with a purchase and sale agreement, which confirms the purchase price. 2. The Developer provided a $73,000 allowance for holding costs. 1105011; LE:KHH:gbd PW A/61548 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Family Apartments: Financial Gap Analysis Page 4 3. The Developer estimated the closing costs at $25,000. No appraisals were provided for KMA to review. If the warranted property acquisition costs change as a result of appraisal information that is subsequently obtained, the KMA analysis will need to be revised accordingly. Direct Costs The direct costs assume that the Family Project will not be subject to State of California prevailing wage requirements. The direct costs applied in the analysis can be summarized as follows: The Developer estimated the off-site improvement costs at $403,000, which includes costs for utilities and street improvements. City of Lake Elsinore (City) Planning Department staff should verify the scope of the improvements that will be required to serve the Family Project, and the accuracy of this cost estimate. 2. The on-site improvement costs are estimated at $12 per square foot of land area, or $1.27 million. 3. The residential building costs are estimated at $4.06 million, or $75 per square foot of residential GBA. 4. A $55,000 allowance for furnishings, fixtures and equipment is provided. 5. KMA included a 14% allowance for contractors' fees and general requirements, which is the maximum allowed by TCAC. 6. An allowance for general liability insurance and construction bonds at 2% of construction costs is provided. 7. A direct cost contingency allowance equal to 5% of other direct costs is provided. KMA estimates the total direct costs at $7.05 million. This equates to $130 per square foot of GBA. Indirect costs KMA utilized the following assumptions for estimating the indirect costs: The architecture, engineering and consulting fees are estimated at 10% of direct costs. 1105011; LE:KHH:gbd lid@@OJW@A548 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Family Apartments: Financial Gap Analysis Page 5 2. The Developer estimated the public permits and fees costs at $1.24 million, or $25,800 per unit. City staff should verify the accuracy of this estimate. The taxes, insurance, legal and accounting costs are estimated at 2% of direct costs, or $141,000. A $24,000 allowance for marketing and leasing costs is provided. 5. The Developer fee is set at $1.46 million, which is the maximum amount allowed for the Family Project by TCAC. 6. An indirect cost contingency allowance equal to 5% of other indirect costs is provided. KMA estimates the total indirect costs at $3.75 million. Financing Costs The Family Project is proposed to be financed with Tax-Exempt Multifamily Bonds allocated by CDLAC. To comply with Internal Revenue Service (IRS) requirements, the Bond must be equal to at least 50% of the Family Project's land acquisition costs plus eligible Tax Credit basis. To meet the 50% test for the Family Project, the Bond must equal at least $6.32 million. The Family Project's estimated net operating income can only support a $2.33 million Bond (Series A Bond). Therefore, a Series B Bond must be issued to cover the greater of the funds required to meet the 50% test, or the construction costs for which construction period funding is not available. In this case, the $3.99 million necessary to meet the 50% test exceeds the unfunded construction costs of $3.34 million. Thus, the Series B Bond is set at $3.99 million. The financing costs for the Family Project are estimated as follows: The construction period and absorption period interest costs are estimated at $341,000. These costs are based on the following assumptions: a. The construction period interest costs are based on a 4.5% interest rate, a 14-month construction period, and a 60% average outstanding balance. b. The absorption period interest costs are based on a six-month absorption period with a 100% average outstanding balance. The financing fees are set at 5.0 points. This equates to $315,000. 1105011;5,1L,~E: KHH:gbd Pa@&M/WB To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Family Apartments: Financial Gap Analysis Page 6 3. The capitalized operating reserve is estimated at $103,000. This allowance is equal to three months of operating expenses and debt service payments. 4. The Tax Credit fees are estimated at $27,000 based on the following assumptions: a. A $2,000 application fee; b. A $410 per unit monitoring fee; and c. One percent (1%) of gross Tax Credit proceeds for one year. KMA estimates the total financing costs at $786,000. Total Development Costs As shown in Table 1, KMA estimates the total development costs at $13.13 million. This estimate is $772,000 higher than the Developer's development cost estimate. The large difference in cost estimates is primarily attributable to the following: KMA's estimate of direct construction costs is $1.09 million higher than the Developer's estimate. 2. The Developer's estimate of indirect costs is $56,000 higher than the KMA estimate. 3. The Developer's financing cost estimate is $266,000 higher than the KMA estimate. Stabilized Net Operating Income (Table 2) Income and Affordability Restrictions The Family Project's funding sources include Tax-Exempt Multifamily Bonds, Tax Credits and Set-Aside funds. Each of these programs publishes the applicable income limits for households that are qualified to reside in the development. The Tax-Exempt Multifamily Bond Program and the Tax Credit Program publish rent standards for projects that receive these funds. Comparatively, California Health and Safety Code Section 50053 (Section 50053) defines the affordable housing cost calculation methodology that must be applied for projects assisted with Set-Aside funds. In order for the units to fulfill the production and expenditures proportionality requirements imposed on the Agency by California Redevelopment Law (CRL), the rents must comply with the Section 50053 affordable housing cost calculation. 1105011; LE:KHH:gbd To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Family Apartments: Financial Gap Analysis Page 7 The KMA analysis is based on the following household income and affordable rent standards Income Restrictions: The tenants' income cannot exceed the strictest of: a. CRL income restrictions as defined under California Health and Safety Code Section 50105 for very-low income households and Section 50079.5 for low income households; and b. Federal Low Income Housing Tax Credits income restrictions defined under United States Code, Title 26, Section 142(d)(2)(B). Affordability Restrictions: The rents applied to the units must reflect the most stringent of: a. The Tax-Exempt Multifamily Bond rents published annually by CDLAC; b. The Tax Credits rents published annually by TCAC; C. The rents derived from the affordable housing cost calculation methodology defined in Section 50053. Net Operating Income The rents applied to the units must reflect the most restrictive requirements imposed by the proposed funding sources. Based on information distributed by CDLAC, TCAC, and the California Department of Housing and Community Development (HCD) in 2010, the rents, net the appropriate utility allowances, are estimated as follows:' Two-Bedroom Three-Bedroom Rent Restriction Units Units Very-Low Income CRL Rents $656 $710 TCAC Rents @ 50% of Median $656 $742 Applicable Rents $656 $710 Low Income CRL Rents $803 $872 TCAC Rents @ 60% of Median $802 $911 Applicable Rents $802 $872 ' The Developer estimated the monthly utility allowances as $75 for a two-bedroom unit and $103 for a three-bedroom unit. 1105011; LE:KHH:gbd Ind@ "/"548 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Family Apartments: Financial Gap Analysis Page 8 KMA estimates the Family Project's gross income at $470,100, which includes laundry and miscellaneous income averaging $9 per unit per month. After applying a 5% vacancy and collection allowance, KMA estimates the resulting effective gross income (EGI) at $446,600. The operating expenses are estimated as follows: The general operating expenses are estimated at approximately $4,300 per unit per year. 2. KMA assumes the Developer will apply for the property tax abatement that is accorded to non-profit housing organizations that own income-restricted apartments. As such, the Developer estimates that the Family Project will not be subject to any property tax payments. 3. The Developer estimated the cost to provide social services at $16,200 per year. 4. The annual capital replacement reserve deposit is estimated at $250 per unit, which is the minimum amount required by TCAC. As shown in Table 2, the residential operating expenses are estimated to total $234,600, or approximately $4,900 per unit. When the Family Project's EGI is reduced by the operating expenses, KMA estimates the stabilized net operating income (NOI) at $212,000. The Developer estimated the Family Project's NOI at $209,640, which is approximately $2,400 lower than the KMA estimate. This differential is caused by the fact that the Developer set the replacement reserve deposits at $300 per unit per year, while KMA set this allowance at the $250 per unit per year. Financial Gap Calculation (Table 3) The financial gap is estimated by deducting the available outside funding sources from the Family Project's total development costs. The outside funding sources anticipated to be received by the Family Project are described in the following sections of this analysis. Total Available Funding Sources Tax-Exempt Multifamily Bonds Based on the following underwriting assumptions, KMA estimates that the Family Project can support $2.33 million in Tax-Exempt Multifamily Bonds: 1105011; LE:KHH:gbd FOOW N648 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Family Apartments: Financial Gap Analysis Page 9 A 120% debt service coverage ratio; A 6.5% interest rate; and 3. A 30-year amortization period. Tax Credit Proceeds KMA estimates the net Tax Credit proceeds at $4.45 million. The value is calculated based on the following assumptions: 1. The Family Project's eligible Tax Credit basis is equal to the lesser of the depreciable costs for the 48 Tax Credit units, or the basis limits established by TCAC. In this case, the $11.18 million in depreciable costs can all be included in the Family Project's eligible basis. 2. The Family Project is located in a designated "Difficult to Develop" census tract, which allows the eligible Tax Credit basis to be increased by 30%. The resulting total eligible basis is $14.54 million. 3. The current Tax Credit application sets the annual Tax Credit rate at 3.4%. 4. 100% of the Family Project's building area is located in units that qualify for Tax Credits. 5. The net syndication value supported by the Tax Credit is ultimately determined based on competitive market conditions and on the timing of the disbursements. Based on currently available information, KMA and the Developer estimate the proceeds at $0.90 per gross Tax Credit dollar. Total Available Outside Funding Sources KMA estimates the total outside funding sources at $6.78 million. In contrast, the Developer estimates the total outside funding sources at $6.56 million. The approximately $219,000 differential is attributed to: KMA utilized a 120% debt service coverage ratio, while the Developer utilized a 115% debt service coverage ratio. The Developer's estimate of supportable financing is $74,000 higher than the KMA estimate. 2. The KMA estimate of direct construction costs is significantly higher than the Developer's estimated costs, which results in a higher eligible Tax Credit basis than is being used in the Developer's analysis. The KMA estimate of net Tax Credit proceeds is $293,000 higher than the Developer's estimate. 1105011; LE:KHH:gbd Ry@@" St548 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Family Apartments: Financial Gap Analysis Page 10 Financial Gap Conclusion Based on the assumptions outlined in this analysis, KMA calculates the financial gap as follows: Total Development Costs $13,127,000 (Less) Total Available Funding Sources (6,778,000) Financial Gap $6,349,000 Per Unit $132,300 Based on the results of the preceding financial analysis, it is the KMA conclusion that the Family Project exhibits a $6.35 million financial gap. In comparison, the Developer has requested $5.8 million in financial assistance from the Agency. The causes of the $553,000 difference in the financial gap estimates are summarized in the following table: KMA Developer Estimated Development Costs $13,127,000 $12,355,000 $772,000 (Less) Available Funding Sources (6,778,000) (6,559,000) (219,000) Financial Gap $6,349,000 $5,796,000 $553,000 CONCLUSIONS/RECOMMENDATIONS Based on the results of the preceding analysis, it is the KMA conclusion that the Family Project demonstrates a $6.35 million financial gap. However, the Developer is requesting that the Agency provide $5.8 million in assistance to the Family Project. It is the KMA recommendation that the Agency limit the assistance to the amount of the Developer's request. It is important to note that KMA has not been provided with an appraisal for the Total Development Site. If an appraisal is ultimately performed, and the established value is different than the amount used in this analysis, the KMA financial gap analysis will need to be revised accordingly. It is the KMA assumption that the Agency assistance to the Project will be structured as a residual receipts note. This loan should be secured by a subordinated deed of trust against the property and evidenced by a promissory note and a regulatory agreement. KMA recommends that the loan be structured as follows: The loan should have a 55-year term. 1105011; LE:KHH:gbd F41d@090'Q91i48 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: AMCAL Family Apartments: Financial Gap Analysis Page 11 2. The loan should bear simple interest at a 3% rate. 3. The Project's revenues should be distributed in the following priority order: a. Approved operating expenses; b. Approved deposits into reserves accounts; C. Debt service on the Tax-Exempt Multifamily Bond financing; d. Payment of asset management fees and partnership management fees for the first 15 years of operation that should be capped at $17,000 in the first year, and then escalated at 3% per year thereafter; e. Repayment of any general partner development loans and contributions; and f. Payment of any Tax Credit equity adjusters to the limited partner. 4. The Agency should at least receive 50% of the cash flow remaining after the approved distributions. 5. Any outstanding principal and interest balance of the residual receipts loan should become due and payable at the end of the 55-year term. The repayment period should be extended if the Developer agrees to extend the income and affordability covenants. 1105011; LE:KHH:gbd ~Y4&0,"1 1648 TABLE 1 ESTIMATED DEVELOPMENT COSTS 6 VERY-LOW INCOME UNITS AND 41 LOW INCOME UNITS AMCAL FAMILY HOUSING LAKE ELSINORE, CALIFORNIA 1. Property Assemblage Costs Property Acquisition Costs' 103,605 Sf Land $14 /Sf Land $1,450,000 Holding Costs' 73,000 Closing Costs 2 25,000 Total Property Assemblage Costs 103,605 Sf Land $15 /Sf Land $1,548,000 IL Direct Costs3 Off-Site Improvements 4 $403,000 On-Site Improvements 5 103,605 Sf Land $12 /Sf Land 1,272,000 Residential Building Costs 54,154 Sf GBA $75 /Sf GBA 4,062,000 Furnishings, Fixtures & Equipment 55,000 Contractor Fees / General Requirements 14% Construction Costs 803,000 General Liability Insurance / Cosst Bonds 2% Construction Costs 115,000 Contingency Allowance 5% Other Direct Costs 336,000 Total Direct Costs $7,046,000 111. Indirect Costs Architecture, Engineering & Consulting 10% Direct Costs $705,000 Permits & Fees 6 48 Units $25,841 /Unit 1,240,000 Taxes, Ins, Legal &Accounting 2.0% Direct Costs 141,000 Marketing & Leasing 48 Units $500 /Unit 24,000 Developer Fee 7 15% Eligible Costs 1,459,000 Contingency Allowance 5% Other Indirects 178,000 Total Indirect Costs $3,747,000 IV. Financing Costs Interest During Construction Series A Bond 9 $2,329,000 Loan Amount 4.50% Interest $126,000 Series B Bond' $3,988,000 Loan Amount 4.50% Interest 215,000 Financing Fees Series A Bond $2,329,000 Loan Amount 5.00 Points 116,000 Series B Bond $3,988,000 Loan Amount 5.00 Points 199,000 Operating Reserves 3 Months Op Exp and Debt Svc Pmts 103,000 TCAC Fees tO 27,000 Total Financing Costs $786,000 V. Total Development Costs 48 Units $273,500 /Unit $13,127,000 Based on Amendment to Phase 11 Purchase Agreement between AMCAL Multi-Housing, Inc. and Franklin St. LP dated 4/1212011. 2 Based on Developer estimate. 3 Estimates assume prevailing wage requirements will NOT be imposed on the Project. 4 Based on Developer estimate. City staff should identify the scope and cost of the required off-site improvements. 5 Includes costs for 112 at-grade parking spaces. 6 Based on Developer estimate. The estimate should be verified by City staff. Equal to the maximum amount allowed by TCAC. 8 Includes debt on the 75% of the Tax Credit Equity which will not be funded during construction. Assumes a 14-month construction period with a 60% average outstanding balance and a 6-month absorption period with a 100% average outstanding balance. s Equal to 50% of the eligible Tax Credit basis plus the property acquisition costs minus the Series A bond amount; a 14-month construction period with a 60% average outstanding balance; and a 6-month absorption period with a 100% average outstanding balance. 10 Includes a $2,000 application fee; $410/unit monitoring fee; and 1% of the gross Tax Credit proceeds for one year. Prepared by: Keyser Marston Associates, Inc. Filename: LE_AMCAL_4% TC_5 12 11_Family; Pro Forma; lrb Page 32 of 48 TABLE 2 STABILIZED NET OPERATING INCOME 6 VERY-LOW INCOME UNITS AND 41 LOW INCOME UNITS AMCAL FAMILY HOUSING LAKE ELSINORE. CALIFORNIA 1. Gross Residential Income' Manager's Unite 1 Unit $911 /Unit/Month $10,900 VL Inc Redev[Tax Credit (550% Median 2-Bedroom Units @ (820-Sf) 4 Units $656 /Unit/Month 31,500 3-Bedroom Units @ (1,000-Sf) 2 Units $710 /UniUMonth 17,000 Low Inc Redev/Tax Credit aa. 60% Median 2-Bedroom Units @ (820-Sf) 28 Units - $802 /Unit/Month 269,500 3-Bedroom Units @ (1,000-Sf) 13 Units $872 /UniUMonth 136,000 Gross Residential Income 48 Units $464,900 Laundry/Miscellaneous Income 48 Units $9 /Unit/Month 5,200 Gross Income $470,100 (Less) Vacancy & Collection Allowance 5% Gross Income (23,500) Effective Gross Income $446,600 11. Operating Expenses General Operating Expenses 48 Units $4,300 /Unit $206,400 Property Taxes3 48 Units $0 /Unit - Services 48 Units $338 /Unit 16,200 Replacement Reserve 48 Units $250 /Unit 12,000 Total Operating Expenses 48 Units $4,890 /Unit $234,600 111. Net Operating income $212,000 Based on Riverside County 2010 Incomes distributed by HUD/HCD. As pertinent, the rents are based on rents published in 2010 by TCAC and California Health and Safety Code Section 50053 calculation methodology. Utility Allowances per Developer: $75 for 2-Bdrm units and $103 for 3- Bdrm units. 2 Based on Developer estimate. 3 Based on the assumption that the Developer will receive the property tax exemption accorded to non-profit housing organizations that develop income-restricted apartments. Prepared by: Keyser Marston Associates, Inc. Filename: LE_AMCAL_4% TC_5 12 11_Family; Pro Forma; trb Page 33 of 48 TABLE 3 FINANCIAL GAP CALCULATION 6 VERY-LOW INCOME UNITS AND 41 LOW INCOME UNITS AMCAL FAMILY HOUSING LAKE ELSINORE, CALIFORNIA 1. Available Funding Sources Tax-Exempt Financing Net Operating Income Income Available for Mortgage Interest Rate $212,000 NOI (See Table 2) 1.20 DCR 6.50% Interest Rate $176,667 Debt Service 7.58% Mortgage Constant Permanent Loan Tax Credit Eouity Gross Tax Credit Value Syndication Rate Net Tax Credit Equity Total Available Funding Sources II. Financial Gap Calculation Total Development Costs (Less) Total Available Funding Sources $13,127,000 (6,778,000) Ill. Financial Gap 48 Units $132,300 /Unit $6,349,000 Assumes an $11.2 million eligible basis, which includes a 130% difficult-to-develop premium, a 3.4% Tax Credit rate and an applicable fraction of 100%. $2,329,000 $4,943,000 $0.90 /Tax Credit Dollar $4,449,000 $6,778,000 Prepared by: Keyser Marston Associates, Inc. Filename: LE_AMCAL_4% TC_5 12 11_Family; Pro Forma; lrb Page 34 of 48 [m 1~ 11 KEYSER MARST'ON ASSOCIATES- ADVISORS IN PUBLIC/PRIVATE REAL ESTATE DEVELOPMENT MEMORANDUM ADVIp RsINi REAL Esra r To: Justin Carlson, Redevelopment Agency Analyst REDEVELOPMENT City of Lake Elsinore AEFORDA9LE HOUSING EcoNomic DEVELOPMENT From: Kathleen Head SAN FRANCR; 0. A.JERRYKEV ER Tim Bretz TIMOTHY C. KELLY KATE EARLE FUNK DEBBIE M. KERN Date: May 17, 2011 ROSEKTI. WETMORE REED T. KMVAHARA Subject: Central Valley Housing Apartments: Financial Gap Analysis IS)SANGECES KATHLEEN H. HEAD JAMEs A. RABE At your request, Keyser Marston Associates, Inc. (KMA) prepared financial gap analysis PAUL C. ANDERSON GREGORY D. Soo-I'loo for the family apartment development being proposed by Central Valley Coalition for KEVIN E. ENG571P°M Affordable Housing (Developer). The proposed development consists of 127 apartment JULIE L. ROMEY DENISE BICKERSTAPr units which will be restricted to very-low income and low income households (Project). The Project is proposed to be located on a vacant 7.5-acre parcel near the intersection SAN DIEGO GERALD M TREMBLE of Lakeshore Drive and Gunnerson Street (Site). PAUL C. MARIA The Developer submitted two financing proposals for the Project which consisted of: A financing proposal consisting of Tax-Exempt Multifamily Bonds and 4% Low Income Housing Tax Credits; and 2. A financing proposal consisting of 9% Low Income Housing Tax Credits. The competition for 9% Tax Credits is extremely intense, and the current tie breaker calculations for 9% Tax Credits rewards projects that include disproportionately high local public assistance amounts. Based on the KMA review of the tie breaker scores from the second 2010 9% Tax Credit round, it was determined that Developer's 9% Tax Credit submittal would not be competitive. Thus, the following KMA analysis only applies to the Developer's Tax- Exempt Multifamily Bond/4% Tax Credit submittal. SOO SOUTH GRAND AVENUE, .$UrrE1480:s LOS ANGELES, CALIFORNIA 900,71 PHONE:2136228095 > FAX: 2136225204: 1105015; LE:KHH:gbd NNW W.KCYSERM/ RSTON.COM 1Ptffl(9QMU648 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: Central Valley Housing Apartments: Financial Gap Analysis Page 2 EXECUTIVE SUMMARY The following funding sources are anticipated to be used to finance the Project: Tax-Exempt Multifamily Bonds that are competitively awarded by the California Debt Limit Allocation Committee (CDLAC); 2. Low Income Housing Tax Credits (Tax Credits) that are automatically awarded by the California Tax Credit Allocation Committee (TCAC) to projects that receive a qualifying Bond allocation from CDLAC; and 3. Property Tax Increment Housing Set-Aside (Set-Aside) funds provided by the Lake Elsinore Redevelopment Agency (Agency). The KMA analysis results in a financial gap of $9.40 million, which is $249,000 lower than the Developer's $9.65 million financial assistance request. Although this only represents a 3% differential, it should be noted that the KMA and Developer analyses differ considerably on a line item by line item basis. PROJECT DESCRIPTION The proposed scope of development can be described as follows: The Site is comprised of approximately 7.5 acres of land area. 2. The 127-unit Project represents a density of approximately 17 units per acre. 3. The proposed unit mix is as follows: Number of Unit Size Units (SO One-Bedroom Units 28 646- Two-Bedroom Units 43 945 Three-Bedroom Units 56 1,076 Totals/Averages 127 936 4. The gross building area (GBA) for the Project is 121,159 square feet, which includes: a. Gross residential area totaling 118,811 square feet; and b. Gross community room area totaling 2,348 square feet. 1105015; LE:KHH:gbd 1 P"dCWQffi48 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: Central Valley Housing Apartments: Financial Gap Analysis Page 3 5. Two-hundred ninety (290) parking spaces will be provided, which equates to a ratio of approximately 2.3 spaces per unit, and consists of: a. One-hundred twenty-eight (128) carport spaces; and b. One-hundred sixty-two (162) surface parking spaces. 6. The Developer is proposing to allocate the units as follows: Very-low Income Units 44 Low Income Units 82 Unrestricted Manager's Unit 1 Total Units 127 FINANCIAL GAP ANALYSIS KMA prepared a pro forma analysis to assist in evaluating the Developer's proposal. The analysis is located at the end of this memorandum, and is organized as follows: Table 1: Estimated Development Costs Table 2: Stabilized Net Operating Income Table 3: Financial Gap Calculation Estimated Development Costs (Table 1) KMA reviewed the Developer's development cost estimate, and then independently prepared a pro forma analysis for the Project. The resulting development costs are estimated as follows: Property Acquisition Costs The Developer estimated the property acquisition costs at $2.24 million, or $7 per square foot of land area. KMA was provided with a February 2008 purchase and sale agreement, which confirms the purchase price. However, no appraisals were provided for KMA to review. If the warranted property acquisition costs change as a result of appraisal information that is subsequently obtained, the KMA analysis will need to be revised accordingly. 1105015; LE:KHH:gbd 1R@6GP@fi648 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: Central Valley Housing Apartments: Financial Gap Analysis Page 4 Direct Costs The direct costs assume that the Project will not be subject to State of California prevailing wage requirements. The direct costs applied in the analysis can be summarized as follows: 1. The Developer estimated the off-site improvement costs at $1.25 million.' City of Lake Elsinore (City) Planning Department staff should verify the scope of the improvements that will be required to serve the Project, and the accuracy of this cost estimate. 2. The on-site improvement costs are estimated at $5 per square foot of land area, or $1.57 million. 3. The residential building costs are estimated at $9.09 million, or $75 per square foot of residential GBA. 4. A $50,000 allowance for furnishings, fixtures and equipment is provided. 5. KMA included a 14% allowance for contractors' fees and general requirements, which is the maximum allowed by TCAC. 6. An allowance for general liability insurance and construction bonds at 2% of construction costs is provided. 7. A direct cost contingency allowance equal to 5% of other direct costs is provided. KMA estimates the total direct costs at $14.56 million. This equates to $120 per square foot of GBA. Indirect costs KMA utilized the following assumptions for estimating the indirect costs: The architecture, engineering and consulting fees are estimated at 10% of direct costs. 2. The Developer estimated the public permits and fees costs at $2.55 million, or $20,000 per unit. City staff should verify the accuracy of this estimate. ' The Developer believes that the contractor included some on-site improvement costs in the off- site improvement cost estimate. Upon verification, these costs may need to be reallocated. 1105015; LE:KHH:gbd tt'7E@mcWof648 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: Central Valley Housing Apartments: Financial Gap Analysis Page 5 3. The taxes, insurance, legal and accounting costs are estimated at 2% of direct costs, or $291,000. 4. A $64,000 allowance for marketing and leasing costs is provided. 5. The Developer fee is set at $2.5 million, which is the maximum amount allowed for the Project by TCAC. 6. An indirect cost contingency allowance equal to 5% of other indirect costs is provided. KMA estimates the total indirect costs at $7.2 million. Financing Costs The Project is proposed to be financed with Tax-Exempt Multifamily Bonds allocated by CDLAC. To comply with Internal Revenue Service (IRS) requirements, the Bond must be equal to at least 50% of the Project's land acquisition costs plus eligible Tax Credit basis. To meet the 50% test for the Project, the Bond must equal at least $12.38 million. The Project's estimated net operating income can only support a $5.87 million Bond (Series A Bond). Therefore, a Series B Bond must be issued to cover the greater of the funds required to meet the 50% test, or the construction costs for which construction period funding is not available. In this case, the $7.35 million in unfunded construction costs exceeds the $6.51 million necessary to meet the 50% test. Thus, the Series B Bond is set at $7.35 million. The financing costs for the Project are estimated as follows: The construction period and absorption period interest costs are estimated at $824,000. These costs are based on the following assumptions: a. The construction period interest costs are based on a 5.75% interest rate, a 15-month construction period, and a 60% average outstanding balance. b. The absorption period interest costs are based on a four-month absorption period with a 100% average outstanding balance. 2. The financing fees are set at 5.0 points. This equates to $661,000. 3. The capitalized operating reserve is estimated at $262,000. This allowance is equal to three months of operating expenses and debt service payments. 1105015; LE:KHH:gbd 15*ecatmmrW To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: Central Valley Housing Apartments: Financial Gap Analysis Page 6 4. The Tax Credit fees are estimated at $64,000 based on the following assumptions: a. A $2,000 application fee; b. A $410 per unit monitoring fee; and c. One percent (1 of gross Tax Credit proceeds for one year. KMA estimates the total financing costs at $1.81 million. Total Development Costs As shown in Table 1, KMA estimates the total development costs at $25.81 million. This estimate is $150,000 higher than the Developer's development cost estimate, which represents a less than 1 % differential. However, the KMA and Developer cost estimates vary widely on a line item by line item basis. The major differences can be explained as follows: The Developer's estimate of direct construction costs is $1.76 million higher than the KMA estimate. 2. The KMA estimate of indirect costs is $1.36 million higher than the Developer's estimate. 3. The KMA financing cost estimate is $549,000 higher than the Developer's estimate. Stabilized Net Operating Income (Table 2) Income and Affordability Restrictions The Project's funding sources include Tax-Exempt Multifamily Bonds, Tax Credits and Set-Aside funds. Each of these programs publishes the applicable income limits for households that are qualified to reside in the development. The Tax-Exempt Multifamily Bond Program and the Tax Credit Program publish rent standards for projects that receive these funds. Comparatively, California Health and Safety Code Section 50053 (Section 50053) defines the affordable housing cost calculation methodology that must be applied for projects assisted with Set-Aside funds. In order for the units to fulfill the production and expenditures proportionality requirements imposed on the Agency by California Redevelopment Law (CRL), the rents must comply with the Section 50053 affordable housing cost calculation. 1105015; LE:KHH:gbd 1RM®AGDa6648 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: Central Valley Housing Apartments: Financial Gap Analysis Page 7 The KMA analysis is based on the following household income and affordable rent standards: Income Restrictions: The tenants' income cannot exceed the strictest of., CRL income restrictions as defined under California Health and Safety Code Section 50105 for very-low income households and Section 50079.5 for low income households; and Federal Low Income Housing Tax Credits income restrictions defined under United States Code, Title 26, Section 142(d)(2)(B). Affordability Restrictions: The rents applied to the units must reflect the most stringent of: a. The Tax-Exempt Multifamily Bond rents published annually by CDLAC; b. The Tax Credits rents published annually by TCAC; C. The rents derived from the affordable housing cost calculation methodology defined in Section 50053. Net Operating Income Based on information distributed by CDLAC, TCAC, and the California Department of Housing and Community Development (HCD) in 2010, the rents, net the appropriate utility allowances, are the same for each of the funding sources.2 However, this may not be the case in future years. In that case, the rents applied to the units must reflect the most restrictive requirements imposed by the proposed funding sources. The rents applied in this analysis are as follows: Very-Low Low Income Rent Restriction Income Units Units One-Bedroom Units $549 $671 Two-Bedroom Units $654 $800 Three-Bedroom Units $752 $921 2 The Developer estimated the monthly utility allowances as $60 for a one-bedroom unit, $77 for a two-bedroom unit and $93 for a three-bedroom unit. The HCD rents are based on the federal household size calculation. 1105015; LE:KHH:gbd 1Bag®a41bwfs48 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: Central Valley Housing Apartments: Financial Gap Analysis Page 8 KMA estimates the Project's gross income at $1.19 million, which includes laundry and miscellaneous income averaging $14 per unit per month. After applying a 5% vacancy and collection allowance, KMA estimates the resulting effective gross income (EGI) at $1.13 million. The operating expenses are estimated as follows: 1. The general operating expenses are estimated at approximately $4,700 per unit per year. 2. KMA assumes the Developer will apply for the property tax abatement that is accorded to non-profit housing organizations that own income-restricted apartments. As such, the Developer estimates that the Project will not be subject to any property tax payment obligations. 3. The Developer estimated the cost to provide social services at $15,000 per year. 4. The annual capital replacement reserve deposit is estimated at $250 per unit, which is the minimum amount required by TCAC. As shown in Table 2, the residential operating expenses are estimated to total $638,200, or approximately $5,000 per unit. When the Project's EGI is reduced by the operating expenses, KMA estimates the stabilized net operating income (NOI) at $493,300. The Developer estimated the Project's NOI at $463,200, which is approximately $30,000 less than the KMA estimate. This differential is caused by the following: 1. The Developer utilized a 7% vacancy and collection allowance. 2. The Developer set the replacement reserve deposits at $300 per unit per year, while KMA set this allowance at the $250 per unit per year. Financial Gap Calculation (Table 3) The financial gap is estimated by deducting the available outside funding sources from the Project's total development costs. The outside funding sources anticipated to be received by the Project are described in the following sections of this analysis. Total Available Funding Sources Tax-Exempt Multifamily Bonds Based on the following underwriting assumptions, KMA estimates that the Project can support $5.87 million in Tax-Exempt Multifamily Bonds: 1105015; LE:KHH:gbd 1%gsc4kabt;48 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: Central Valley Housing Apartments: Financial Gap Analysis Page 9 1. A 120% debt service coverage ratio; 2. A 5.75% interest rate; and 3. A 30-year amortization period. Tax Credit Proceeds KMA estimates the net Tax Credit proceeds at $9.26 million. The value is calculated based on the following assumptions: 1. The Project's eligible Tax Credit basis is equal to the lesser of the depreciable costs for the 127 Tax Credit units, or the basis limits established by TCAC. In this case, the $22.52 million in depreciable costs can all be included in the Project's eligible basis. 2. The Project is located in a designated "Difficult to Develop" census tract, which allows the eligible Tax Credit basis to be increased by 30%. The resulting total eligible basis is $29.27 million. 3. The current Tax Credit application sets the annual Tax Credit rate at 3.4%. 4. 100% of the Project's building area is located in units that qualify for Tax Credits. 5. The net syndication value supported by the Tax Credit is ultimately determined based on competitive market conditions and on the timing of the disbursements. Based on currently available information, KMA and the Developer estimate the proceeds at $0.93 per gross Tax Credit dollar. Deferred Developer Fee The Developer is proposing to defer $1.25 million, or 50% of the total Developer Fee. Interest Income The Developer anticipates receiving $42,000 in interest income while the construction loan is outstanding. These interest earnings are proposed to be contributed to fund Project costs. Total Available Outside Funding Sources As shown in Table 3, KMA estimates the total outside funding sources at $16.41 million. In contrast, the Developer estimates the total outside funding sources at $16.02 million. The approximately $399,000 differential is attributed to: 1105015; LE:KHH:gbd 1B' @%AU6648 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: Central Valley Housing Apartments: Financial Gap Analysis Page 10 1. Due to the difference in vacancy allowance and reserve deposit assumptions, KMA estimates the Project's NOI to be higher than the Developer's estimate. The net impact of these differences is that KMA estimates the Project's supportable financing to be $358,000 higher than the Developer's estimate. The KMA estimate of direct construction costs is slightly higher than the Developer's estimated costs, which results in a higher eligible Tax Credit basis than is being used in the Developer's analysis. The KMA estimate of net Tax Credit proceeds is $41,000 higher than the Developer's estimate. Financial Gap Conclusion Based on the assumptions outlined in this analysis, KMA calculates the financial gap as follows: Total Development Costs $25,813,000 (Less) Total Available Funding Sources (16,414,000) Financial Gap $9,399,000 Per Unit $74,000 Based on the results of the preceding financial analysis, it is the KMA conclusion that the Project exhibits a $9.4 million financial gap. In comparison, the Developer has requested $9.65 million in financial assistance from the Agency. The causes of the $249,000 difference in the financial gap estimates are summarized in the following table: KMA Developer Estimated Development Costs $25,813,000 $25,663,000 (Less) Available Funding Sources (16,414,000) (16,015,000) Financial Gap $9,399,000 $9,648,000 $150,000 ($249,000) CONCLUSIONS / RECOMMENDATIONS Based on the results of the preceding analysis, it is the KMA conclusion that the Project demonstrates a $9.4 million financial gap. However, the Developer is requesting that the Agency provide $9.65 million in assistance to the Project. This represents an approximately 3% differential, which can be considered inconsequential for a Project of the proposed scope. Thus, it is the KMA conclusion that the Developer's request for financial assistance is warranted by the Project economics. 1105015; LE:KHH:gbd 19M(Po eA48 To: Justin Carlson, City of Lake Elsinore May 17, 2011 Subject: Central Valley Housing Apartments: Financial Gap Analysis Page 11 It is important to note that KMA has not been provided with an appraisal for the Site. If an appraisal is ultimately performed, and the established value is different than the amount used in this analysis, the KMA financial gap analysis will need to be revised accordingly. It is the KMA assumption that the Agency assistance to the Project will be structured as a residual receipts note. This loan should be secured by a subordinated deed of trust against the property and evidenced by a promissory note and a regulatory agreement. KMA recommends that the loan be structured as follows: The loan should have a 55-year term. 2. The loan should bear simple interest at a 3% rate. 3. The Project's revenues should be distributed in the following priority order: a. Approved operating expenses; b. Approved deposits into reserves accounts; C. Debt service on the Tax-Exempt Multifamily Bond financing; d. Payment of approved asset management fees and partnership management fees;3 e. Repayment of any general partner development loans and contributions; and f. Payment of any Tax Credit equity adjusters to the limited partner. 4. The Agency should receive at least 50% of the cash flow remaining after the approved distributions. 5. Any outstanding principal and interest balance of the residual receipts loan should become due and payable at the end of the 55-year term. The repayment period should be extended if the Developer agrees to extend the income and affordability covenants. 3 The Developer did not include any partnership fees in the cash flow projection for the Project. However, the Developer has indicated that the fees will total $18,000 in the first year. 1105015; LE:KHH:gbd 119"(POWUP48 TABLE 1 ESTIMATED DEVELOPMENT COSTS 4% TAX CREDIT SCENARIO 28 VERY-LOW INCOME UNITS AND 42 LOW INCOME UNITS CENTRAL VALLEY HOUSING APARTMENTS LAKE ELSINORE, CALIFORNIA Property Acquisition Costs' 326,700 Sf Land $7 /Sf Land $2,244,000 II. Direct Costs2 Off-site Improvements a $1,250,000 On-site Improvements 326,700 Sf Land $5 /Sf Land 1,572,000 Residential Building Costs 121,159 Sf GBA $75 /Sf GBA 9,087,000 Furnishings, Fixtures & Equipment 50,000 Contractor Fees / General Requirements 14% Construction Costs 1,667,000 General Liability Insurance / Const Bonds 2% Construction Costs 238,000 Contingency Allowance 5% Other Direct Costs 693,000 Total Direct Costs $14,557,000 III. Indirect Costs Architecture, Engineering & Consulting 10% Direct Costs $1,456,000 Permits & Fees 4 127 Units $20,055 /Unit 2,547,000 Taxes, Ins, Legal & Accounting 2.0% Direct Costs 291,000 Marketing & Leasing 127 Units $500 /Unit 64,000 Developer Fee 5 12% Eligible Costs 2,500,000 Contingency Allowance 5% Other Indirects 343,000 Total Indirect Costs $7,201,000 IV. Financina Costs Interest During Construction Series A Bond a $5,870,000 Loan Amount 5.75% Interest $366,000 Series B Bond' $7,348,000 Loan Amount 5.75% Interest 458,000 Financing Fees Series A Bond $5,870,000 Loan Amount 5.00 Points 294,000 Series B Bond $7,348,000 Loan Amount 5.00 Points 367,000 Operating Reserve 3 Months Op Exp and Debt Svc Pmts 262,000 TCAC Fees 6 64,000 Total Financing Costs $1,811,000 V. Total Development Costs 127 Units $203,300 /Unit $25,813,000 Based on Developer estimate and a 2008 Purchase and Sale Agreement. A recent appraisal was not provided for review. 2 Estimates assume prevailing wage requirements will NOT be imposed on the Project. 9 Based on Developer estimate. City staff should identify the scope and cost of the required off-site improvements. 4 Based on Developer estimate. The estimate should be verified by City staff. 5 Equal to the maximum amount allowed by TCAC. 6 Includes debt on the 80% of the Tax Credit Equity which will not be funded during construction. Assumes a 15-month construction period with a 60% average outstanding balance and a 4-month absorption period with a 100% average outstanding balance. r Equal to the unfunded construction costs minus the Series A Bond amount; a 15-month construction period with a 60% average outstanding balance; and a 4-month absorption period with a 100% average outstanding balance. e Includes a $2,000 application fee; $410/unit monitoring fee; and 1% of the gross Tax Credit proceeds for one year. Prepared by: Keyser Marston Associates, Inc. Filename: Central Valley_4% TC_5 17 11; Pro Forma; trb Page 46 Of 48 TABLE 2 STABILIZED NET OPERATING INCOME 4% TAX CREDIT SCENARIO 28 VERY-LOW INCOME UNITS AND 42 LOW INCOME UNITS CENTRAL VALLEY HOUSING APARTMENTS LAKE ELSINORE, CALIFORNIA 1. Gross Residential Income' Manager's Unit 1 Unit $0 /Unit/Month $0 VL Inc Redev/Tax Credit (CD 50% Median 1-Bedroom Units @ (640-Sf) 13 Units $549 /Unit/Month 85,600 2-Bedroom Units @ (945-Sf) 15 Units $654 /Unit/Month 117,700 3-Bedroom Units @ (1,076-Sf) 16 Units $752 /Unit/Month 144,400 Low Inc Redev/Tax Credit Col 60% Median 1-Bedroom Units @ (640-Sf) 15 Units $671 /Unit/Month 120,800 2-Bedroom Units @ (945-Sf) 27 Units $800 /Unit/Month 259,200 3-Bedroom Units @ (1,076-Sf) 40 Units $921 /Unit/Month 442,100 Gross Residential Income 127 Units $1,169,800 Laundry/Miscellaneous Income 127 Units $14 /Unit/Month 21,300 Gross Income $1,191,100 (Less) Vacancy & Collection Allowance 5% Gross Income (59,600) Effective Gross Income $1,131,500 II. Operating Expenses General Operating Expenses 127 Units $4,657 /Unit $591,400 Property Taxes 2 127 Units $0 /Unit - Services 127 Units $118 /Unit 15,000 Replacement Reserve 127 Units $250 /Unit 31,800 Total Operating Expenses 127 Units $5,025 /Unit $638,200 III. Net Operating Income $493,300 Based on Riverside County 2010 Incomes distributed by HUD/HCD. As pertinent, the rents are based on rents published in 2010 by TCAC and California Health and Safety Code Section 50053 calculation methodology. Utility Allowances per the Developer: $60 for 1-Bdrm units; $77 for 2- Bdnn units; and $93 for 3-Bdrm units. 2 Based on the assumption that the Developer will receive the property tax abatement accorded to non-profit housing organizations that develop income-restricted apartments. Prepared by: Keyser Marston Associates, Inc. Filename: Central Valley-4% TC_5 17 11; Pro Forma; trb Page 47 of 48 TABLE 3 FINANCIAL GAP CALCULATION 49/6 TAX CREDIT SCENARIO 28 VERY-LOW INCOME UNITS AND 42 LOW INCOME UNITS CENTRAL VALLEY HOUSING APARTMENTS LAKE ELSINORE, CALIFORNIA 1. Available Funding Sources Tax-Exemot Financing Net Operating Income Income Available for Mortgage Interest Rate $493,300 NO] (See Table 2) 1.20 DCR 5.75% Interest Rate $411,083 Debt Service 7.00% Mortgage Constant Permanent Loan Tax Credit Equity Gross Tax Credit Value Syndication Rate Net Tax Credit Equity Deferred Developer Fae2 Interest and Pre-Stabilization Income' Total Available Funding Sources II. Financial Gap Calculation Total Development Costs (Less) Total Available Funding Sources $9,953,000 $0.93 /Tax Credit Dollar 50% Developer Fee $5,870,000 $9,257,000 $1,245,000 $42,000 $16,414,000 $25,813,000 (16,4143000) Ill. Financial Gap 127 Units $74,000 /Unit $9,399,000 I Assumes a $22.5 million eligible basis, plus a 130% difficult-to-develop premium, a 3.4% Tax Credit rate and an applicable fraction of 100%. 2 Based on Developer estimate. Prepared by: Keyser Marston Associates, Inc. Filename: Central Valley_4% TC_5 17 11; Pro Forma; trb Page 48 of 48