HomeMy WebLinkAbout2013-09-03_LUEAAC Agenda Meeting PacketCITY OF NEWPORT BEACH
LAND USE ELEMENT ADVISORY AMENDMENT
COMMITTEE AGENDA
Newport Beach Central Library
Friends Room
1000 Avocado Avenue
Tuesday September 3, 2013
3:30 p.m. — 5:00 p.m.
Committee Members
Ed Selich, Councilmember (Chair)
Nancy Gardner, Council Member
Kory Kramer, Planning Commissioner
Larry Tucker, Planning Commissioner
Craig Batley, Member At -Large
Michael Melby, Member At -Large
Patricia Moore, Member At -Large
Jim Walker, Member At -Large
Paul Watkins, Member At -Large
1) CALL MEETING TO ORDER
Staff Members
Kim Brandt, Community Development Director
Brenda Wisneski Deputy Community Development Director
Gregg Ramirez, Senior Planner
Leonie Mulvihill, Assistant City Attorney
Tony Brine, Traffic Engineer
Woodie Tescher, The Planning Center I DC &E (consultant)
Marissa Aho, The Planning Center I DC &E (consultant)
2) APPROVAL OF MINUTES
Recommended Action: Approve August 20, 2013 Meeting Minutes (Attachment 1)
3) ECONOMIC ANALYSIS FOR AIRPORT AREA
a. Airport Area (Attachment 2)
Recommended Action: Determine if additional residential capacity is warranted.
b. Mariners' Mile (Attachment 3)
Recommended Action: No action required.
4) OTHER AREAS
Recommended Action: Identify additional land use changes, as appropriate.
5) OUTREACH BRIEFING
a. September 9 In formational Meeting
b. Other
Recommended Action: No action required.
6) NEXT STEPS
7) PUBLIC COMMENTS ON NON - AGENDA ITEMS
8) ADJOURNMENT —Next Meeting September 17, 2013 at 3:30pm
This Committee is subject to the Ralph M. Brown Act. Among other things, the Brown Act requires that the Committee's
agenda be posted at least seventy -two (72) hours in advance of each regular meeting and that the public be allowed to
comment on agenda items before the Committee and items not on the agenda but are within the subject matter jurisdiction of
the Committee. The Committee may limit public comments to a reasonable amount of time, generally three (3) minutes per
person.
It is the intention of the City of Newport Beach to comply with the Americans with Disabilities Act ( "ADA ") in all respects. If, as
an attendee or a participant at this meeting, you will need special assistance beyond what is normally provided, the City of
Newport Beach will attempt to accommodate you in every reasonable manner. If requested, this agenda will be made available
in appropriate alternative formats to persons with a disability, as required by Section 202 of the Americans with Disabilities
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the City Clerk's Office at least forty -eight (48) hours prior to the meeting to inform us of your particular needs and to determine
if accommodation is feasible (949. 644.3005 or citvclerkCdnewportbeachca.gov).
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Attachment No. 1
Meeting Minutes
s
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ATTACHMENT
City of Newport Beach
Land Use Element Amendment Advisory Committee Minutes
Date:
August 20, 2013
Location:
Newport Beach Central Library— 1000 Avocado Avenue
Friends Room
Members Present:
Edward Selich, Council Member (Chair)
Nancy Gardner, Council Member
Kory Kramer, Planning Commission
Larry Tucker, Planning Commission
Craig Batley, At -Large
Paul Watkins, At -Large
Members Absent:
Michael Melby, At -Large
Patricia Moore, At -Large
Jim Walker, At -Large
Staff:
Brenda Wisneski, Deputy Community Development Director
Gregg Ramirez, Senior Planner
Leonie Mulvihill, Assistant City Attorney
Dave Webb, Public Works Director
Tony Brine, Traffic Engineer
Woodie Tescher, The Planning CenteriDC &E (consultant)
Marissa Aho, The Planning CenterlDC &E (consultant)
Marlie Whiteman, Urban Crossroads (consultant)
I. Call Meeting to Order
The meeting was called to order at 3:33 p.m. by Acting Chair Gardner. Chair Selich is running late.
II. Approval of Minutes
Motion (Watkins) to approve minutes as augmented by August 6`" audiotape with minor corrections submitted by Jim
Mosher as "August 20, 2013 LUEAAC Agenda Item Comments'.
III. Traffic Findings of Potential Land Use Change Areas
Marlie Whiteman and Gregg Ramirez presented the latest list of staff recommended potential land use change areas
to potentially be studied in the EIR and the corresponding ADT (Average Daily Trips) associated with each change.
These changes included the following four updates:
• Gateway Park
• Harbor Day School
• The Bluffs
• Harbor Vies Center
Gardner asked if staff had communicated with the owners of these properties and if they had objections. Ramirez
indicated that staff had reached out and that there were no objections.
Whiteman, Traffic Consultant for the City, reviewed the table (Attachment 2) with the Committee. She reported that
the recommended potential land use change areas resulted in a reduction of 342 ADT citywide. Gardner confirmed
that these numbers will be used for the study and that the Committee reserves the right to support the changes in the
future, or not.
Chair Selich arrived.
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General Plan /LCP Implementation Committee
August 20, 2013 Minutes
Page 2
The Committee discussed the potential changes and what the traffic study would be addressing. Tucker
recommended moving forward with the current list and confirmed that the Committee can study more and recommend
less, but can't study less and recommend more.
Gardner asked if the traffic analysis will look at mitigations /improvements associated with the trips. Brine and Tescher
confirmed that the traffic study will include mitigation /improvement recommendations.
Committee approved recommendation to move forward
IV. Other Area Updates
Ramirez and Tescher provided additional area updates.
a. Lido Marina Village
Ramirez reported, in response to Commissioner Kramer's question about the development potential of Lido
Marina Village, that much of Lido Marina Village has been developed with almost double floor area than
currently permitted by the General Plan for commercial development.
Some opportunity for additional mixed use, and proposed projects including the hotel proposed at the City
Hall Site and the Lido Villas proposed 23 detached Townhomes.
Gardner asked, since this area is already overbuilt, do we change are approach?
Tescher discussed how the development community would likely be interested in additional density, which
would cause the City to also need to look at the development capacity of this area, which could include a
discussion of increasing height. He explained that retail typically works on the ground floor — so any question
about adding density leads to a question about what are you adding density for.
Wisneski suggested that anticipated development projects may lead to other properties making improvements
organically.
Selich encouraged the Committee to look the guidelines and other relevant documents when discussing
policy recommendations for Lido Marina Village.
Batley brought up the 32nd street fronting properties (adjacent from the City Hall site) — including into the same
policy of being permitted to rebuild up to the existing FAR /Density — the alley behind is a logical demarcation
line.
This issue will be discussed by the Committee further when the policies are reviewed.
b. Mariner's Mile
Tescher responded to the questions made by the Committee at the last meeting. Reminded the committee
that Mariners' Mile has two mixed use districts. Adequacy of density as defined in the plan to allow viable
residential projects. September 3rd will present a final analysis.
Key difference between bay side and inland side — vertical on bay side, horizontal or vertical on inland side.
Coastal commission has previously not permitted horizontal mixed use on the bay side.
A discussion on permitted heights in this area resulted in Gardner requested a visual showing what it would
look like. Tescher added that he would discuss The Planning CenterlDC &E's ability to do this with staff.
c. Harbor Day School
Staff recommendation to increase the floor area from .35 to .4. Because school traffic impact is determined
by student enrollment, an additional 72 students have been included in the traffic study for planning purposes.
However, the school would need to amend their existing Conditional Use Permit to include the increase of
MW
General Plan /LCP Implementation Committee
August 20, 2013 Minutes
Page 3
students. This would be done under a separate process and would require a hearing by the appropriate
decision - making body with project -level impact analysis.
d. Buena Vista Open Space
Ramirez explained this peculiar issue of the Buena Vista right -of -way being located between privately- owned,
open space parcels on the bayside and single - family parcels on the other side. There is a city policy that
permits what can and cannot be built within the right -of -way and the open space parcels. The residents
questioned whether the open space designation was appropriate.
Staff recommended no change to the land use designation given the desire to maintain the bay side lots as
open areas to allow public views to the bay. Watkins agreed with staff recommendation to leave as is. These
properties are deed restricted and cannot be sold off independently of the adjacent properties zoned RS -D.
e. Airport Area
Tescher summarized the analysis of this area to date and indicated that this area will be presented in detail
on September 3rd
V. Next Steps
VI.
VII.
An economic analysis for Mariners' Mile and the Airport Area will be discussed on September Td
Public Comment on Non- Agendized Items
Representatives from Buena Vista brought up additional concerns with the zoning of the lots and the street easement,
and the deed restrictions. Chair Selich said that the easement issues were not appropriate for the General Plan
discussion. Ramirez offered to meet with these homeowners and Public Works (Dave Webb) to further discuss these
issues.
George Schroeder, referring to Lido Village, does not want to see the CC 0.5 FAR (pink) area included in the
"grandfathered" policy. Uses previously used public parking at City Hall site, which will be eliminated with hotel
proposal. He described parking concerns related to under parked properties.
Jim Mosher commented that Lido Marina Village is overbuilt. It is a harbor area, where you can't see the harbor. He
would encourage additional open space and view corridors policies.
Douglas Lasard asked about the status of the Congregate Care discussion. Mulvihill explained that the City did not
see changes to congregate care as a General Plan issue, but could be addressed through the Zoning Code which
would occur after the General Plan. Ramirez indicated that he would follow up.
Adjournment Next Meeting Date: September 3, 2013, at 3:30 p.m.
The agenda for the Regular Meeting was posted on August 13, 2013, at 2:30 p.m., on the City Hall Electronic Bulletin
Board located in the entrance of the Council Chambers at 100 Civic Center Drive.
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Attachment No. 2
Economic Analysis for Airport Area
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Memorandum
DATE August 28, 2013
To City of Newport Beach
Kimberly Brandt, Community Development Director
Brenda Wisneski, Deputy Community Development Director
Gregg Ramirez, Senior Planner
FROM Woody Tescher, Project Manager
Steve Gunnells, Chief Economist
SUBJECr DRAFT Financial Feasibility Discussion — Airport Area
This memo provides an overview of financial feasibility issues associated with possible
redevelopment in the airport area. This memo builds on information discussed in a separate memo
regarding the financial feasibility analysis in Mariners' Mile.
Background
The basic question is whether or not it is financially feasible for developers to acquire property with
existing industrial, office, or retail uses and to redevelop the property with residential uses. The
answer to this question may be considered as one among many factors influencing whether or not
the City should plan for additional residential uses in this area.
The City recently approved the Uptown Newport project. This project would demolish
approximately 447,000 square feet of industrial buildings and redevelop the site with 1,244
residential units and 11,500 square feet of retail building area. One would assume that this is
financially feasible if the developer is going through the process to entitle the proposed
development. But what about other sites in the airport area, especially sites with office or retail
uses? Would it be financially feasible to redevelop those sites?
Financial Feasibility, Generally
In a typical development project, the developer invests a certain amount and finances the rest of
the project. The financial feasibility of the proposed project is usually measured by the internal rate
of return (IRR). This is the return on the amount invested by the developer, and a typical threshold
is a 15 percent IRR. For a given project and its final sales value, the more the developer can borrow
the less the developer has to invest. Because lending rates are substantially lower than 15 percent,
paying for more of the development with borrowed money rather than the developer's cash
investment improves the overall IRR.
Typically banks may lend about 50 percent of the cost of land acquisition and 75 to 80 percent of
the cost of construction. This differential means that the cost of the land becomes the most
important driver in determining financial feasibility. Because the developer pays a higher portion of
the land acquisition cost than construction costs, a small change in land costs affects the IRR more
than the same change in construction cost.
Orange County • Northern California • Los Angeles /Downtown • Los Angeles /West • Inland Empire • San Diego
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Memo To: City of Newport Beach
DRAFT Financial Feasibility Discussion — Airport Area
August 28, 2013 • Page 2
Lease Rates and Land Valuation
Capitalization rates are determined by dividing the annual rental income for a property by its sales
value. Real estate brokers average this data over a number of sales to determine a general
capitalization rate. This rate varies over time. In the last upswing in the real estate market,
capitalization rates decreased to 6 percent, but a more normal rate is about 8 percent.
What is different across different properties is the revenue stream that is being generated. Industrial
properties tend to generate the lowest rent per square foot, and current rates are about $9 per
square foot per year. Offices tend to generate more than industrial and less than retail, and current
rates are about $26 per square foot per year. Retail usually brings in the highest rent, and current
lease rates are about $40 per square foot per year.
Nevertheless, for a generic one -acre site built out at a .25 FAR (10,890 square feet of building
area), the expected rents would be: Industrial $98,010; Office $283,140; and Retail $436,000. At
an 8 percent capitalization rate, the property value for each use would be: Industrial, $1,225,000;
Office, $3,539,000; and Retail $5,445,000.
One should note, however, that offices, unlike single use industrial and retail, can be intensified on
a site by adding additional stories. Thus, multistory office buildings typically generate higher rents
per acre than single use retail and industrial. For the generic one -acre site example, a two -story
office building would generate rents of $566,000 and the site's value would be $7,709,000.
Residual Land Value for Residential Development
Keeping with the generic one -acre site, a residential development of that site with 25 for -sale
condos might generate a residual land value of $4.5 million. The residual land value is the amount
a developer could afford to pay for the site and earn a 15 percent IRR.
This development would therefore be financially feasible if the site were currently used for industrial
or single -story office. It would not, however, be financially feasible if the site were currently used
for retail. Also, if the site had a two -story office building, the residential redevelopment would not
be feasible.
If the site were developed more intensely, yielding 50 residential units with structured parking, the
residual land value would increase to $7.2 million. This redevelopment would be feasible for
existing one -story industrial, office, and retail sites, but would still not be feasible for sites with
multi -story buildings.
Demand for Residential Development
The other part of the equation for this issue is whether or not there is demand for more residential
development in the Airport Area. An analysis of growth patterns in the airport area and the
subregion within five -miles of the airport area suggests that there is a potential multifamily market
of 655 new households (owners and renters) for the airport area over the next five years.
Depending on the nature of the products and pricing, the demand could be higher.
Conclusion
The analysis shows that in general terms, residential redevelopment would be financially feasible for
many industrial sites and one -story office building sites. However, moderate density (25 du /acre)
residential development would not be affordable on sites that are currently used for retail or multi-
story office buildings.
Nevertheless, there is demand for more multifamily residential development in the airport area. To
the degree that the City desires to capture some of the demand, it would likely occur on industrial
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Memo To: City of Newport Beach
DRAFT Financial Feasibility Discussion — Airport Area
August 28, 2013 • Page 3
and one -story office properties with projects in the range of 25 dwelling units per acre. More sites
would be feasible for redevelopment with projects at 50 dwelling units per acre, but still, most
multi -story sites would not.
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Memorandum
DATE August 29, 2013
To City of Newport Beach
Kimberly Brandt, Community Development Director
Brenda Wisneski, Deputy Community Development Director
Gregg Ramirez, Senior Planner
FROM Woody Tescher, Project Manager
Steve Gunnells, Chief Economist
SueiECr Financial Feasibility Analysis, Mariners' Mile
This memo summarizes the analysis of the financial feasibility of three illustrative redevelopment
scenarios for three opportunity sites along Pacific Coast Highway (PCH) in the Mariners' Mile area of
Newport Beach. The memo presents the results in seven analysis comments, followed by a
conclusions section.
ANALYSIS COMMENTS
1. Purpose. The financial feasibility analysis is intended to determine whether or not private
sector developers could theoretically purchase a property, develop it according to existing
development standards, and generate a sufficient return on investment given current and
expected market conditions. The community may use the results of financial feasibility
analyses as one rationale among many for evaluating whether or not to modify
development standards, such as height, Floor Area Ratios (FAR), or parking requirements.
The financial feasibility analysis represents the conditions facing a typical developer.
However, individual developers may be able to obtain more or less favorable lending,
investment, and cost terms. Thus some developers may be able to develop a site even
though an analysis suggests that it is not feasible, and similarly some developers may not be
able to develop a site that the analysis indicates is feasible. Nevertheless, the analysis
represents that financial and market realities that most developers would face.
2. Financial Feasibility Analysis Generally. The financial feasibility of a possible development is
analyzed using a development pro forma. A pro forma calculates the costs of development
and the revenue flow generated by the final development, adjusting these for the time
value of money and the costs to borrow money. The pro forma determines the amount of
equity investment (i.e. actual cash) required of the developer and the rate of return on that
investment. The pro forma then estimates the financial feasibility of a development project,
indicating whether or not the rate of return is sufficiently high to attract a developer to
invest in that project. Some key financial - feasibility concepts are discussed in the following
paragraphs.
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Memo To: City of Newport Beach
Financial Feasibility Analysis, Mariners' Mile
August 29, 2013 • Page 2
A. Lease Rates. The rents paid by office, retail, and residential tenants are the income
source that repays the development costs. Business tenants are willing to pay some
base level of rent just for the building space, and then some premium rent if the
location will generate more revenues for their business. Similarly, residential tenants
pay some base level of rent just for the building space, and then pay some amount
of premium if the housing units provide amenities and location advantages.
During the recession and first few years of economic recovery, market conditions
put downward pressure on retail and office lease rates, even in the coastal areas. As
the regional and national economies continue to improve, lease rates should
continue to rise. Construction costs, however, will also likely rise as the economy
grows and the real estate development industry recovers. Thus any benefits of rising
lease rates would be offset by rising construction cost.
In contrast, market conditions have put upward pressure on residential lease rates,
especially for multifamily housing, since the recession. These market conditions
include the conversion of millions of households across the country from owners to
renters. Equally as important though, the expected impact of the echo boom
generation moving out of their parents' homes and into their first housing has and
will continue to drive demand for multifamily housing construction for the next five
to ten years.
B. Return on Investment. In a typical development processes, the development firm
puts up some amount of its own money, while bringing in an outside investor for
the majority of the required equity investment. The developer obtains a construction
loan, which might cover most of the development costs and some of the land
acquisition costs (with the equity investment covering the remainder of the costs).
Upon completion of the project, the developer takes out permanent financing and
pays off the construction loan. Typically, the developer would then hold the
property for a short period, maybe three to five years, and, with a leasing track
record, sell the property. Upon the sale of the property the developer pays off the
permanent loan. What is left over after that final payment represents the
developer's final return on the initial investment.
Developers and investors most often use the internal rate of return (iRR) to measure
the expected return on their investments and to decide whether or not to invest in a
particular project. During the recession and early in the recovery, iRRS of 20 to 25
percent became necessary to attract equity investment. As the economic continues
to grow and the real estate development industry recovers, a return to a more
normal iRR of 15 percent can be expected.
C. Residual Land Value. Residual land value is the amount the developer can afford to
pay to acquire a property, given the iRR goal and the amount of development the
site can accommodate with its size, shape, and zoning requirements. Because the
equity required for a development is directly related to the cost to acquire land and
because this cost occurs at the beginning of the project, the land acquisition cost is
the one factor that most immediately influences the rate of return.
With an iRR target of 15 percent, the pro forma analysis calculates the remaining
variable, the residual land value. A feasibility gap — the difference between the
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Memo To: City of Newport Beach
Financial Feasibility Analysis, Mariners' Mile
August 29, 2013 • Page 3
residual land value and the estimated land acquisition cost for each opportunity site
— exists when the residual land value is less than the cost to acquire the site. A gap
represents the level of subsidy required for redevelopment to occur under near -term
market conditions. The feasibility gap percentage, the residual land value expressed
as a percentage of the estimated market value, indicates how far off the proposed
development is from being feasible under market conditions. In contrast, a
feasibility surplus exists when the residual land value exceeds the cost to acquire the
site. A surplus would represent the additional return the developer can expect, the
ability to provide additional investment in the project for public benefit, or the
additional payment for land acquisition that might be necessary to induce a hesitant
seller to part with their property.
3. Pro Forma Summaries Generally. The development pro forma is summarized for three
opportunity sites in the following sections. A sample pro forma summary is presented and
explained below. Full pro forma results are provided in the Appendix.
Development Cost Summary
(1) Total Development Cost
(2) Amount Financed
(3) Equity Required
Financial Feasibility Summary
(4) Residual Land Value @ 15% iRR
(5) Residual Land Value per Acre
(6) Estimated Property Value Five Years After Construction
A. Development Cost Summary. This section describes the cost to develop the project.
If the project is developed as for sale, then these costs reflect the total cost through
the sale of units. If the project is s developed for lease, then these costs reflect the
total costs through the lease up of units. Costs of ongoing operations and
maintenance until the project is sold, assumed to be five years after construction,
are not included in the development cost summary but are reflected in the overall
financial feasibility. All costs are detailed in the full pro forma results in the
Appendix.
(1) Total Development Cost. This datum indicates the total cost to develop the
project. It includes land acquisition, design and engineering, site
preparation, construction, and financing.
(2) Amount Financed. This datum indicates the portion of the total
development cost that would likely be financed through a construction loan.
Generally, lending would be available for 50 to 60 percent of land
acquisition costs and 70 to 80 percent of construction costs. Because
Newport Beach, and Mariners Mile in particular, is a lucrative real estate
development market, the analysis assumes that developers would likely be
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Memo To: City of Newport Beach
Financial Feasibility Analysis, Mariners' Mile
August 29, 2013 • Page 4
able to finance are somewhat larger share of the costs: 65 to 75 percent of
the land acquisition costs and 80 percent of construction costs.
(3) Equity Required. The difference between the total development cost and the
amount financed is the equity investment required of the developer. The
project's financial feasibility, measured by the iRR, is based on this level of
equity investment.
B. Financial Feasibility Summary. This section describes each project's financial
feasibility. If the project is developed for sale, the analysis assumes the return from
the ultimate sales price of the project, including taxes and sales commission. If the
project were to be developed for lease, the analysis assumes that the project would
be sold after five years of operation and the financial analysis includes the return
from the project's ultimate sales price plus the profits over five years of operations.
(4) Residual Land Value Ca? 15% iRR. This datum indicates the amount that a
developer could afford to pay for the land, excluding sales commission, due
diligence, etc., and earn a 15% iRR on the required equity investment.
(5) Residual Land Value per Acre. This datum simply express the residual land
value per acre to allow easier comparisons across the three sites.
(6) Estimated Property Value Five Years After Construction. This datum is
estimated value of the site five years after it is constructed. The analysis
assumes that each of the three sites will be developed for rental and sold
after five years of leasing. The analysis projects the value for which the
property would be sold.
4. Specific Analysis Sites. The analyses summarized in this memo were conducted for three
specific sites in the Mariners' Mile area. Figure 1 shows the location of the three sites.
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Memo To: City of Newport Beach
Financial Feasibility Analysis, Mariners' Mile
August 29, 2013 • Page 5
Figure 1: Location of Sites Analyzed
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5. Site 1 Summary. This is a 4.1 -acre site consisting of four parcels lining the Newport Bay
waterfront. The site is currently used for marine - serving businesses. The development
scenario analyzed would completely redevelop the site with: 2 two -story retail /restaurant
buildings; 1 three -story retail /restaurant building; and 2 three -story residential buildings
(townhouses over parking). The analysis assumes that the residential buildings would be
built for sale, and the retail buildings would be leased for five years and then sold. Current
marine businesses on the site could be tenants in the newly developed buildings.
The retail uses would be surface parked, and the residential buildings would have ground
floor parking. The development scenario includes a public pedestrian promenade along the
waterfront. The project would provide 24 total townhouse units, with about 1,800 square
feet of living space, and 68 parking spaces on the ground floor of the two residential
buildings. The retail /restaurant component would provide 46,395 square feet, served by
186 uncovered surface parking spaces. The total building footprint would be 43,410 square
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Memo To: City of Newport Beach
Financial Feasibility Analysis, Mariners' Mile
August 29, 2013 • Page 6
feet, representing 25 percent of the site area. In addition to the pedestrian promenade,
there would be 7,140 square feet of common open space.
This development scenario maximizes the allowable number of residential units but does
not maximize the residential floor area allowable under current standards. The development
scenario does not maximize the amount of retail building square footage. Accommodating
the required parking eliminates the ability to make full use of the development intensity
allowed under current regulation.
The pro forma estimates the total development costs for this scenario to be $51,740,000,
including land acquisition cost. The analysis assumes that $40,090,000 would be financed,
leaving a required equity investment of $11,650,000. To obtain a 15 percent IRR on the
required equity investment a developer could afford to pay $29,350,000 for the site, or
about $7,225,000 per acre. Assuming that the fair market value of the site would be $12
million per acre, the development scenario has a feasibility gap (the difference between the
residual land value and the estimated fair market cost to acquire the site) of $19.4 million.
Table 1: Site 1 Development Pro Forma Summary
Development Cost Summary
(1)
Total Development Cost
$ 54,170,000
(2)
Amount Financed
$ 40,090,000
(3)
Equity Required
$11,650,000
Financial Feasibility Summary
(4)
Residual Land Value @ 15% IRR
$ 29,350,000
(5)
Residual Land Value per Acre
$ 7,225,000
(6)
Estimated Property Value Five Years After Construction
$ 28,795,000
(Retail buildings and property)
If development standards were modified to allow twice as many residential units, a total of
48 instead of 24, without any increase in the required parking, the development could
generate a residual land value of about $12 million per acre with a 15 percent IRR.
Alternatively, an above ground parking structure could allow the site to maximize the
permitted retail intensity. However, a retail market analysis should be conducted to
determine whether or not the market could support the maximum allowable amount of
retail building space before exploring this development alternative further.
6. Site 2 Summary. This is a relatively square shaped 4.4 -acre site, with slopes at the rear of
the property (opposite from PCH). Existing uses include a boat sales and repair business. An
initial analysis of redeveloping the site with two -story buildings that meet the current
development standards provide not to be financially feasible. With the height limitation, the
residual land value would be $3 million per acre.
The final development scenario analyzed would have the site developed with 2 one -story
retail buildings fronting PCH and 2 four -story multifamily residential buildings behind the
retail buildings. The analysis assumes that the site would be developed as a single unified
1J°
Memo To: City of Newport Beach
Financial Feasibility Analysis, Mariners' Mile
August 29, 2013 • Page 7
project. The buildings would be leased, and, after five years, would be sold for about $66
million.
The two retail buildings would contain 20,240 square feet of building space. The scenario
would provide 82 surface parking spaces for the retail uses. The residential buildings would
include 112 townhouses. The development would provide 242 covered or garage parking
spaces and 38 surface parking spaces for residents and guests. The townhouses would
average 1,200 square feet in size. The overall development would have an FAR of 0.97 and
provide 8,400 square feet of common open space.
The development scenario provides almost the maximum number of residential units (117).
However, the two buildings would be four stories, exceeding the maximum height of two
stories. The 20,240 square feet of retail is only about 21 percent of the maximum allowable
floor area. To provide the required number of parking spaces, additional retail building
space is not possible without a parking structure.
The pro forma estimates the total development cost to be $50,660,000, of which the
developer would likely finance $37,270,000. The required equity investment would be
$13,390,000. At a 15 percent IRR, the development scenario would generate a residual land
value of $5,240,000. This might be somewhat low, but it is probably in the ball park where
tweaking of the development scenario might achieve something closer to a $6 million per
acre residual land value.
Table 2: Site 2 Development Pro Forma Summary
Development Cost Summary
(1)
Total Development Cast
$50,660,000
(2)
Amount Financed
$ 37,270,000
(3)
Equity Required
$13,390,000
Financial Feasibility Summary
(4)
Residual Land Value @ 15% IRR
$ 23,677,000
(5)
Residual Land Value per Acre
$ 5,240,000
(6)
Estimated Property Value Five Years After Construction
$ 66,356,000
7. Site 3 Summary. This is a 5.3 -acre site that lies on both sides of Riverside Avenue. The
existing uses include a mix of retail businesses and a post office. An initial analysis of
developing the site with two -story buildings provide not to be financially feasible. With the
current height limitation, the residual land value would be $4.8 million per acre.
The final development scenario analyzed would provide on the west side:
• A three -story parking structure with 384 spaces (for use of buildings on both sides
of Riverside) and 4,326 of ground -floor retail fronting Riverside.
• An L- shaped mixed use building fronting both Riverside and PCH with 28,650 square
feet of ground -floor retail and two stories of residential with 60 units averaging
1,180 square feet in size.
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Memo To: City of Newport Beach
Financial Feasibility Analysis, Mariners' Mile
August 29, 2013 • Page 8
+ 120 surface parking spaces with a green roof that provides 22,020 square feet of
open space that would likely be private for the residential units in the project.
The portion of the on the east side of Riverside Avenue would provide:
+ Two mixed use buildings with a total 19,850 square feet of ground floor retail and
21 residential units averaging 950 square feet in size.
+ 2 three -story buildings with a total of 40 residential units averaging 1,682 square
feet in size.
+ 63 covered parking spaces for the residents.
Current development standards would allow a maximum of approximately 142 residential
dwelling units. The development scenario would provide 121 units, not quite maximizing
the allowable density. Maximizing the allowable density would require and additional story
on at least one of the buildings and an additional level on the parking structure. Because
this development scenario was financially feasible without the additional story, the analysis
did not proceed further in order to maximize the allowable density.
As analyzed, however, the scenario would exceed the maximum height limitation of two
stories with all of the buildings being three stories in height. The maximum amount of retail
allowed is 95,600 square feet. The development scenario provides 52,800 square feet of
retail, about 55 percent of the allowable maximum. As with the other sites, providing the
required amount of parking inhibits the ability to maximize the development potential of
site 3.
The analysis estimates the total development cost to be $77,490,000, of which the
development would finance about 74 percent, or $57,560,000. The equity investment
required would be $19,930,000. To achieve a 15 percent iRR, the residual land value would
be $32,648,000, or about $6,208.000 per acre. This is probably a reasonable residual land
value, but it is achieved by exceeding the height requirements.
Table 3: Site 3 Development Pro Forma Summary
Development Cost Summary
(1)
Total Development Cost
$ 77,490,000
(2)
Amount Financed
$ 57,560,000
(3)
Equity Required
$19,930,000
Financial Feasibility Summary
(4)
Residual Land Value @ 15% IRR
$ 32,648,000
(5)
Residual Land Value per Acre
$ 6,208,000
(6)
Estimated Property Value Five Years After Construction
$101,645,000
CONCLUSIONS
The financial feasibility analysis provides two important conclusions for the City to consider. First
and foremost, the current development standards, including the two -story height restriction and
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Memo To: City of Newport Beach
Financial Feasibility Analysis, Mariners' Mile
August 29, 2013 • Page 9
minimum parking requirements, would not allow new development to provide the maximum
permitted density and intensity of residential and retail development. The current standards
preclude financially feasible redevelopment.
Second, the analysis shows that allowing three of four story heights generally makes redevelopment
financially feasible, although developing the maximum permitted densities and intensities would
not necessarily be feasible. Achieving the maximum allowable densities would require some
combination of reduced parking requirements and further increases in the height limit. Even with a
relaxation of height limits, redevelopment on the waterfront side of PCH may still not be financially
feasible.
Whether or not these two conclusions matter depends on the community's vision for Mariners'
Mile. If the goal is to provide feasible development options to those existing property owners
desiring to realize greater value out of their property, providing flexibility in heights may be
sufficient. On the other hand, if the goal is to provide a regulatory incentive to encourage
redevelopment that provides public benefits, new development, and increased economic activity,
the City should consider a range of regulatory changes that could include height limits, parking
requirements, and possibly the required mix of uses (i.e. percentage of a site that can be residential
or retail).
M