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HomeMy WebLinkAbout2023-09-14 HRA Special Work Session PacketAg enda H ousing and R edevelopment Authority Work Session Meeting City of E dina, Minnesota City Hall, Community Room Thursday, Septem ber 14, 2023 7:30 AM I.Call to Ord er II.Roll Call III.Su stain able Fina n cin g for Aorda b le Hou sin g IV.Ad jou rn m ent Th e E d ina Housing a n d Redevelop m ent Au thority wa n ts all pa rticip ants to be com fortable b ein g pa rt of th e p u b lic p rocess. If y ou n ee d a ssista n ce in the w a y of h ea ring am pli%ca tion, a n in terp reter, large-p rint docum en ts or som ethin g else, p lease ca ll 952-927-8861 72 hou rs in advance of the m eeting. Date: S eptember 14, 2023 Agenda Item #: I I I. To:C hair & C ommis s ioners of the Edina HR A Item Type: Advisory C ommunic ation F rom:S tephanie Hawkinson, Affordable Housing Development Manager Item Activity: Subject:S ustainable F inancing for Affordable Hous ing Disc ussion Edina Housing and Redevelopment Authority Established 1974 C ITY O F E D IN A HO US I NG & R EDEVELO P MENT AUT HO R I T Y 4801 West 50th Street Edina, MN 55424 www.edinamn.gov A C TI O N R EQ U ES TED: Discussion only. I N TR O D U C TI O N: I n D ecember 2022 T he City Council approved a portion of the AR PA financing plan to be allocated to hiring an consultant to help the C ity determine the feasibility and process for creating affordable housing financing sources and tools. T he goal was to make the H R A less dependent on Buy-in funds, which are contributed infrequently, and T I F pooled funds which can take years to accrue a usable balance. I n J anuary 2023 entered into a Master Services Agreement with T he Financial Services Consulting G roup, L L C . S taff has been meeting regularly with the C onsultants, and a Steering Committee was formed to provide additional input. T he S teering C ommittee members are City Manager S cott N eal, Commissioner James P ierce, former C ommissioner and Edina resident Ron Anderson, Attorney and E dina resident J ay L indgren, Director of F inance Alisha McAndrews, and Affordable Housing D evelopment Manager S tephanie Hawkinson. O thers, including the C ity's financial advisor and C ity Assessor, have contributed their expertise. At the work session the Commissioners will be informed of the work completed to date, the financial goal, and the various possible sources. T he S teering C ommittee is seeking feedback and possible future direction. AT TAC HME N T S: Description Pres entation Affordable and Attainable Housing Strategies Working Session / HRA Commissioners Review and Engagement September 14, 2023 •This effort is focused on developing funding models that would allow us to accelerate the achievement of our affordable and attainable housing goals. •Includes building on a number successful programs we have been operating within the City, and exploring effective programs / other “best practices” in use with other municipalities (locally and across the country). •We have engaged a team of advisors who have been working with us on this effort, and who have worked closely with City staff and resident representatives in the steering committee. •Efforts have included exploring these programs further, framing what considerations and outcomes are important for the City, and a developing a range of alternatives for further consideration and evaluation. •From this we have developed a set of programmatic funding sources for upcoming recommendation to the HRA Commissioners, with a preliminary implementation roadmap. •In today’s working session, we are seeking feedback from the HRA Commissioners on the strategies from the steering committee, in advance of formal recommendations. •Thank you for your continued support of affordable and attainable housing efforts within our community, and we look forward to your active participation and engagement in this important effort. EdinaMN.gov 2 HRA Working Session Background and HRA Commissioner Engagement City of Edina Team (Staff and Residents) •James Pierce (City Council, Resident) •Stephanie Hawkinson (Staff) •Alisha McAndrews (Finance Director) •Scott Neal (City Manager) •Jay Lindgren (Special Counsel, Resident) •Ron Anderson (Resident) Supported by THE FINANCIAL SERVICES CONSULTING GROUP •Donovan Walsh (TFSCG Project Team, Former Resident) EdinaMN.gov 3 Steering Committee Affordable and Attainable Housing Strategies Progress and the Work Ahead Towards the City’s Comprehensive Plan Goals EdinaMN.gov 4 $100mm AFFORDABLE & ATTAINABLE HOUSING TARGET Solid Progress (Work To Date) $36mm COMMITTED ADDING 340+ HOUSEHOLDS OVER 1,100 ADDITIONAL HOUSEHOLDS NEEDED Work Ahead (To Be Done) Resource “Gap” (Funding Needed) Sources: City HRA updates and staff reports, pro forma planning assumptions to exceed goal minimums, see appendix for detail •COMPREHENSIVE PLAN GOALS EdinaMN.gov 5 Forecasted Need Approved % of Need Completed % of Need Remaining Goal Minimum % of Goal* Total Units 1804 343 19.0%109 6.0%1461 992 34.6% <30% AMI 751 22 2.9%16 2.1%729 412 5.3% 31-50% AMI 480 178 37.1%70 14.6%302 266 66.9% 51-80% AMI 573 143 25.0%67 11.7%430 314 45.5% * Percentage based on what has been approved assuming the units will be delivered by 2030AMI: Area Median Income Baseline Current Strategies Affordable and Attainable Housing Strategies •PRIORITY GOALS •HOUSING GOALS* EdinaMN.gov 6 Goals Approved % of Goal Completed % of Goal Affordable General Occupancy 794 229 29%132 17% Affordable Active Seniors 198 127 64%-0% Market Rate General Occupancy 900 1,607 179%227 25% Senior Independent Living 360 204 57%-0% Owned Multi-Family Units 250 86 34%-0% Senior Assisted Living Units 200 -0%-0% Promote Lifecycle Housing Enable Diverse Housing Stock Reduce Housing Development Costs Encourage Sustainable Design & Technology Source: Per HRA Staff Report / Housing Task Force Update (November 2022) Baseline Current Strategies Affordable and Attainable Housing Strategies EdinaMN.gov 7 Affordable Housing Program / Funding Funds Committed Units % of Total TIF Pooled Affordable Housing Trust Fund (AHTF) New TIF Increment Multi-Family Rental*27,424,901 330 77%17,437,901 9,987,000 NOAH Preservation**210,000 29 7%210,000 Single Family Rental 2,000,000 4 1%2,000,000 Single Family Rehab 1,500,000 49 12%1,500,000 Single Family Ownership 5,402,717 14 3%5,402,717 Totals .36,537,618 19,437,901 7,112,717 9,987,000 Source: HRA Staff Update – April 2023 Current Funding Sources Affordable and Attainable Housing Strategies Illustrative Planning Assumptions Total Program (5-year deployment, 25-year program life) EdinaMN.gov 8 Assumes 5-year deployment to progress against affordable housing outcome targets, and 25-year program life $80mm IMPACT ASSETS (program recycles) $20mm GRANT SUPPORT (self-funding) $100mm AFFORDABLE & ATTAINABLE HOUSING TARGET Sources: pro forma planning assumptions, historic city household support estimates, see Appendix II for detail EdinaMN.gov 9 ❖Additional State Funding / $3.6mm (5Y Total) From 2023 legislature, including annual metro-wide sales tax and one-time match A.Teardown Fee / $26.1mm (5Y Total) This type of user fee is in active use by other communities throughout the country, with planning assumptions prepared for single-family, multifamily, and commercial / industrial (based on historic levels). B.HRA Levy / $13.0mm (5Y Total) Analysis of an additional HRA Levy as has been undertaken, with planning assumptions outlined (target within municipal peer group levels). C.Pooled TIF / $9.6mm (5Y Total) Analysis of Pooled TIF capacity (20%), with planning assumptions prepared based on historic levels. D.Single-family Transfer Tax / $12.7mm (5Y Total) This type of user tax is in active use by other communities throughout the country, with planning assumptions prepared (based on historic levels). E.City Program Related Investment (PRI) Income / $2.0mm (5Y Total) This includes planning assumptions for reinvesting PRI interest from capital deployed to support affordable Multifamily Rental (Inclusionary). Illustrative Potential Sources Prioritized recommendations from analysis undertaken Directional planning assumptions to validate order of magnitude capacity by source / funding program type, will require further validation / refinement. 67.0mm 33.3mm Illustrative Sources (Y1-Y5) Illustrative Sources (Y6+ / Other) Sources: pro forma planning assumptions, see detail for each area EdinaMN.gov 10 Implementation Assumptions Prioritized recommendations from analysis undertaken •The overall affordable and attainable housing goals are defined by the Comprehensive Plan •How we deploy the funding is through programs defined by the Comprehensive Plan (we will come back later on this, as there are additional opportunities being evaluated) •Set of programmatic funding sources for upcoming recommendation to the HRA Commissioners, with a preliminary implementation roadmap •Use of planning assumptions – Simple. Directional. Illustrative. •All will require additional detailed work around implementation •Some will require City Council action •Some will require legislative action (will need to include as priority) EdinaMN.gov 11 ❖Additional State Funding / $3.6mm (5Y Total) From 2023 legislature, including annual metro-wide sales tax and one-time match A.Teardown Fee / $26.1mm (5Y Total) This type of user fee is in active use by other communities throughout the country, with planning assumptions prepared for single-family, multifamily, and commercial / industrial (based on historic levels). B.HRA Levy / $13.0mm (5Y Total) Analysis of an additional HRA Levy as has been undertaken, with planning assumptions outlined (target within municipal peer group levels). C.Pooled TIF / $9.6mm (5Y Total) Analysis of Pooled TIF capacity (20%), with planning assumptions prepared based on historic levels. D.Single-family Transfer Tax / $12.7mm (5Y Total) This type of user tax is in active use by other communities throughout the country, with planning assumptions prepared (based on historic levels). E.City Program Related Investment (PRI) Income / $2.0mm (5Y Total) This includes planning assumptions for reinvesting PRI interest on capital deployed to support affordable Multifamily Rental (Inclusionary). Implementation Assumptions Prioritized recommendations from analysis undertaken HRA direction for staff to pursue, will require program design and review (including legal, tbd legislative), target Q2 2024 implementation. HRA direction for staff to prepare formal City Council recommendation (in September) for 2024 implementation. HRA direction for staff to prepare policy amendment for 2024 (for formal HRA / City Council recommendation). HRA direction for staff to pursue, will require program design / review, and legislative approval (target 2024, with 2025 implementation) HRA direction for staff to pursue, will require program design and policy revision (outcome of planned “uses”), target 2024 implementation (No additional HRA action needed) Sources: pro forma planning assumptions, see detail for each area Illustrative Sources (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.)Y1 Y2 Y3 Y4 Y5 Additional Funding Sources 3.6mm 13.3mm 16.9mm 0.7mm 6%962,808 662,808 662,808 662,808 662,808 A1. Teardown Fee (SF) 13.4mm 78.6mm 92.0mm 2.7mm 21%2,522,059 2,597,720 2,675,652 2,755,922 2,838,599 A2. Teardown Fee (MF) 10.0mm 58.6mm 68.5mm 2.0mm 16%1,880,001 1,936,401 1,994,493 2,054,328 2,115,958 A3. Teardown Fee (Comm/Ind) 2.7mm 15.8mm 18.5mm 0.5mm 4%507,415 522,638 538,317 554,466 571,100 Teardown Fee Subtotals 26.1mm 152.9mm 179.0mm 5.2mm 41%4,909,475 5,056,759 5,208,462 5,364,716 5,525,657 B. HRA Levy 13.0mm 86.6mm 99.6mm 2.6mm 20%1,007,268 2,864,458 2,950,392 3,038,903 3,130,071 C. Pooled TIF 9.6mm 75.1mm 84.7mm 1.9mm 15%593,898 1,223,430 1,890,199 2,595,873 3,342,187 D. Single-family Transfer Tax 12.7mm 74.3mm 86.9mm 2.5mm 20%2,383,925 2,455,442 2,529,106 2,604,979 2,683,128 E. City MF PRI Income 2.0mm 18.2mm 20.3mm 0.4mm 3%- 202,500 405,000 607,500 810,000 All Program Subtotals (Sources) 67.0mm 420.4mm 487.4mm 12.7mm Inflows 9,857,374 12,465,398 13,645,967 14,874,780 16,153,851 Cumulative 9,857,374 22,322,771 35,968,738 50,843,517 66,997,368 EdinaMN.gov 12 Illustrative Potential Sources Preliminary planning assumptions / feasibility Sources: pro forma planning assumptions, see detail for each area Illustrative Sources (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.) A1. Teardown Fee (SF) 13.4mm 78.6mm 92.0mm 2.7mm 21% A2. Teardown Fee (MF) 10.0mm 58.6mm 68.5mm 2.0mm 16% A3. Teardown Fee (Comm/Ind) 2.7mm 15.8mm 18.5mm 0.5mm 4% Teardown Fee Subtotals 26.1mm 152.9mm 179.0mm 5.2mm 41% EdinaMN.gov 13 A.Teardown Fees / $26.1mm (5Y Total) This type of user fee is in active use by other communities throughout the country, with planning assumptions prepared for single-family, multifamily, and commercial / industrial (based on historic levels). •Assumes 2.000% user fee as placeholder ($1mm property value > $20,000 teardown fee) •Uses average over past three years, and assumes annual 3% inflationary increase •Note actual method of fee calculation to be determined, based on impact (e.g. sq. ft. lost, etc.) Illustrative Potential Sources Preliminary planning assumptions / feasibility Sources: planning assumptions from other communities, pro forma planning assumptions, note teardown fee also intended to be applied to public properties, see Appendix II for detail EdinaMN.gov 14 B.HRA Levy / $13.0mm (5Y Total) Analysis of an additional HRA Levy as has been undertaken, with planning assumptions outlined •Analysis at increment from current to increased (from existing 0.138% to 0.688% to 1.588%) •Estimated annual net from leavy increase $2,864,458 •Phase-in approach (2024 sources additional $1mm, with 2025 and thereafter at target amounts) •HRA Levy Impact (Median Home Value $659,900) 2023 $9.66 / 2024 $49.83 / 2025 $119.10* …additional 0.2715% of est. increase in home value Illustrative Potential Sources Preliminary planning assumptions / feasibility Sources: planning assumptions from Ehlers and City finance staff, pro forma planning assumptions, assumes 4% annual property value increase through 2025 (10-year average), and 3% increase thereafter, see Appendix II for detail Illustrative Sources (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.) B. HRA Levy 13.0mm 86.6mm 99.6mm 2.6mm 20% Target within municipal peer group levels EdinaMN.gov 15 Illustrative Potential Sources Preliminary planning assumptions / feasibility Source: City Council September 5, 2023 Work Session on the 2024-2025 Levy & Budget Proposed Levy with Funding for Affordable and Attainable Housing Strategies ProposedBudget 202520242023 $ 48,241,973 43,850,665 39,820,200 General Operating 10.01%10.12%8.48% 5,785,900 3,471,700 3,230,000 Debt Service 66.66%7.48%-0.06% 7,172,000 6,951,000 6,560,400 Construction 3.18%5.95%26.40% 3,110,016 1,251,700 244,400 HRA 148.46%397.30%2.99% 64,309,889 55,645,065 49,855,000 Total Tax Levy 15.57%11.61%9.89%% increase Source: City Council September 5, 2023 Work Session on the 2024-2025 Levy & Budget 16 2024 Estimated Levy Impact •For current tax year, the median value home (MVH) is $659,900 pays about $164 per month in property taxes to fund all City provided services •The MVH is $696,600 for taxes payable in 2024. •With a 9.37% city property tax increase, the effect on the MVH in 2024 is estimated: •7.75% increase in City property taxes •$152. 97 increase per year, or $12.75/month •With a 11.61% city property tax increase, the effect on the MVH in 2024 is estimated: •9.78% increase in City property taxes •$193 increase per year, or $16.08/month Source: City Council September 5, 2023 Work Session on the 2024-2025 Levy & Budget 17 EdinaMN.gov 16 C.Pooled TIF / $9.6mm (5Y Total) Analysis of Pooled TIF / tax increment financing capacity (20%), with planning assumptions prepared based on historic levels. •Uses average over past three years (2021-2023 est.) •Adjusts with conservative factor of 2/3 to allow for waivers (of 1/3) •Assumes 20% portion for Affordable Housing •Assumes no annual property value increase over deployment period or capture period (20y) Illustrative Potential Sources Preliminary planning assumptions / feasibility Sources: planning assumptions from Ehlers, pro forma planning assumptions, see Appendix II for detail Illustrative Sources (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.) C. Pooled TIF 9.6mm 75.1mm 84.7mm 1.9mm 15% EdinaMN.gov 17 D.Single-family Transfer Tax / $12.7mm (5Y Total) This type of user tax is in active use by other communities throughout the country, with planning assumptions prepared (based on historic levels). •Uses prior year sales (2022) with analysis by value bands (count and amount) •Assumes 0.50% transfer tax on single-family property sales (over $500,000 to preserve affordability) •Use tax provides $2,314,490 (first year) •Assumes 3% annual property value increase •Implementation will require legislative authority •Can also include documentation fees Illustrative Potential Sources Preliminary planning assumptions / feasibility Sources: planning assumptions from other communities, pro forma planning assumptions, city historic property sales (2022), see Appendix II for detail Illustrative Sources (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.) D. Single-family Transfer Tax 12.7mm 74.3mm 86.9mm 2.5mm 20% EdinaMN.gov 18 Illustrative Potential Sources / Uses Example sources, funding programs, and uses Sources: planning assumptions, pro forma planning assumptions * see interest rate assumptions by program type Example Gap Lending / Affordability Support (Fund / Programmatic) Multifamily First Lien Mortgage (~70-80%) City-funded Gap / Affordability (~20%) Developer Equity (~10%) Patient capital / program related investment (PRI) Return of capital (plus interest*).Recycle Sources Existing Sources New Sources Affordable & Attainable Housing Fund for Multifamily Inclusionary Example City Funds (For Housing Programs) …for NOAH Preservation …for Single-Family Grants Example Funding Sources (For Housing Programs) Illustrative Uses (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.)Notes E1. PRI Multi-Family Rental Affordable (25.0mm)25.0mm - 0.000% (5.0mm)500 units E2. PRI Multi-Family Rental Inclusionary (45.0mm)45.0mm - 2.250% (9.0mm)300 units E3. PRI Multi-Family NOAH Preservation (10.0mm)10.0mm - 0.000% (2.0mm)250 units E4. Grants SF (Ownership & Rental) (20.0mm)- (20.0mm) (grant) (4.0mm)60 units Program Subtotals (PRIs / Grants) (100.0mm)80.0mm (20.0mm) (7.3mm)Outflows Illustrative Sources (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.) E. City MF PRI Income 2.0mm 18.2mm 20.3mm 0.4mm EdinaMN.gov 19 Illustrative Potential Uses Preliminary planning assumptions / feasibility Sources: planning assumptions, pro forma planning assumptions, historic city household support estimates, see Appendix II for detail E.City Program Related Investments and Grants Planning assumptions for PRI to support affordable Multifamily Rental (Inclusionary & Affordable) and NOAH Preservation, and grants for Single Family. •Via targeted fund / intermediary or direct program •Assumes $45mm patient (20Y), “equity equivalent” capital (2.250%) for Multifamily Rental Inclusionary •Assumes $35mm patient (10Y / 20Y) no-cost, “equity equivalent” capital supporting Multifamily Rental Affordable and NOAH Preservation •Assumes grants of $20mm for single-family ownership and rental support •Total funding need of $100mm (5Y) (PRI $80mm and grants $20mm) The “uses” of PRIs provide basis for return of $80mm of capital plus $20.3mm of income (offsetting grant expense) $80mm IMPACT ASSETS (program recycles) $20mm GRANT SUPPORT (self-funding) EdinaMN.gov 20 F.City GSE Investment (Additional Capacity) Example with Freddie Mac supporting NOAH property financing, closed-loop investments allowing City funding with GSE guaranty, applied to NOAH or Inclusionary. •Assumes up to $10mm available for investment ($2mm per year x 5 years based on ~5% maturing) •Assumes 2.000% rate reduction property mortgage (reduces City bond income, fully guaranteed) •Uses preliminary planning assumptions (adapted from illustrative development project) •Benefits from leverage / rate arbitrage (less high-cost equity capital needed and lower-cost debt) •Provides support for approximately 50 units (at total cost to City of ~$2,515 per unit in reduced income) •Will explore as scalable alternative to PRI approach Illustrative Potential Uses Preliminary planning assumptions / feasibility Sources: planning assumptions from other communities, pro forma planning assumptions, see Appendix II for detail, GSE government-sponsored enterprise (Fannie Mae, Freddie Mac, etc.) Example Gap Lending / Affordability Support (GSE “Closed Loop” Program) Multifamily First Lien Mortgage (~70-80%) Interest Savings to Support Affordability (~tbd%) Developer Equity (~20-30%) City Purchase “Closed Loop” Bond at Discount GSE Guaranty Illustrative Uses (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.)Notes Y1 Y2 Y3 Y4 Y5 E1. PRI Multi-Family Rental Affordable (25.0mm)25.0mm - 0.000% (5.0mm)500 units (5,000,000) (5,000,000) (5,000,000) (5,000,000) (5,000,000) E2. PRI Multi-Family Rental Inclusionary (45.0mm)45.0mm - 2.250% (9.0mm)300 units (9,000,000) (9,000,000) (9,000,000) (9,000,000) (9,000,000) E3. PRI Multi-Family NOAH Preservation (10.0mm)10.0mm - 0.000% (2.0mm)250 units (2,000,000) (2,000,000) (2,000,000) (2,000,000) (2,000,000) E4. Grants SF (Ownership & Rental) (20.0mm)- (20.0mm) (grant) (4.0mm)60 units (4,000,000) (4,000,000) (4,000,000) (4,000,000) (4,000,000) Program Subtotals (PRIs / Grants) (100.0mm)80.0mm (20.0mm) (7.3mm)Outflows (20,000,000) (20,000,000) (20,000,000) (20,000,000) (20,000,000) Cumulative (20,000,000) (40,000,000) (60,000,000) (80,000,000) (100,000,000) F. City GSE Investment (Gap Reduction) (0.3mm)(1.0mm) (1.3mm) (other) (0.1mm)50 units - (25,154) (50,308) (75,462) (100,616) All Program Subtotals (All Uses) (100.3mm)79.0mm (21.3mm) (27.4mm)Outflows (20,000,000) (20,025,154) (20,050,308) (20,075,462) (20,100,616) Cumulative (20,000,000) (40,025,154) (60,075,462) (80,150,924) (100,251,540) EdinaMN.gov 21 Illustrative Potential Uses Preliminary planning assumptions / feasibility Sources: pro forma planning assumptions, see detail for each area 67.0mm 33.3mm Illustrative Sources (Y1-Y5) Illustrative Sources (Y6+ / Other) EdinaMN.gov 22 G.City Program Liquidity ($33.3mm) Assume ability to borrow / bond against future expected program income. •Advances needed ($33.3mm) over the first five years of the program to achieve $100mm funding target •Assumes maximum of 50% of future available as source to borrow / bond against, 6.000% cost •Full repayment over the next three years (for an eight-year total, beginning year one) •Assumed 6.000% funding cost and shorter-term / rolling advances (vs. longer-dated borrowings) Sources: pro forma planning assumptions, see Appendix II for detail Illustrative “Timing Gap” Preliminary planning assumptions / feasibility Timing gap of $33.3mm (~$100.3mm of uses against ~$67mm of sources over first five years) EdinaMN.gov 23Sources: pro forma planning assumptions, other community programs, see Appendix II for detail Summary of Sources and Uses Preliminary planning assumptions / feasibility Illustrative Sources (Across 5Y) Additional Funding Sources 3.6mm A1. Teardown Fee (SF) 13.4mm A2. Teardown Fee (MF) 10.0mm A3. Teardown Fee (Comm/Ind) 2.7mm Teardown Fee Subtotals 26.1mm B. HRA Levy 13.0mm C. Pooled TIF 9.6mm D. Single-family Transfer Tax 12.7mm E. City MF PRI Income 2.0mm All Program Subtotals (Sources) 67.0mm Illustrative Uses (Across 5Y) E1. PRI Multi-Family Rental Affordable (25.0mm) E2. PRI Multi-Family Rental Inclusionary (45.0mm) E3. PRI Multi-Family NOAH Preservation (10.0mm) E4. Grants SF (Ownership & Rental) (20.0mm) Program Subtotals (PRIs / Grants) (100.0mm) F. City GSE Investment (Gap Reduction) (0.3mm) All Program Subtotals (All Uses) (100.3mm) G. City Advances / "Gap Bridging" 33.3mm Program Subtotals - Illustrative Uses (Across 5Y) E1. PRI Multi-Family Rental Affordable (25.0mm) E2. PRI Multi-Family Rental Inclusionary (45.0mm) E3. PRI Multi-Family NOAH Preservation (10.0mm) E4. Grants SF (Ownership & Rental) (20.0mm) Program Subtotals (PRIs / Grants) (100.0mm) F. City GSE Investment (Gap Reduction) (0.3mm) All Program Subtotals (All Uses) (100.3mm) EdinaMN.gov 24 H.Philanthropic / Impact Capital Source and leverage companion philanthropic support and/or impact capital, either included in or excess to targeted impact funds City may also participate in. •Leverages City funding commitments (need sources) •Conservatively assumed at $18mm 5Y target (to allow for ramp-up / reduce external dependency) •Can be paired / matched as grant funds, low-cost / patient capital / program related investments, or be capital provided at reduced cost leveraging funds •Capital can reduce City liquidity needs, reduce City portions, or additional funding to increase outcomes Sources: pro forma planning assumptions, other community programs, see Appendix II for detail Illustrative “Gap Reduction” Preliminary planning assumptions / feasibility Example: City of Columbus, OH $100 million Housing Action Fund for the Affordable Housing Trust from the City of Columbus, Franklin County, corporate partners and The Columbus Foundation (low-cost loans to preserve / increase affordability). Example: UnitedHealth Group $100mm health and housing fund Example: Benefit Chicago with Calvert impact bonds Example: Greater Minnesota Housing Fund / NOAH fund Example: Sunrise Banks & Aeon / NOAH program Example: LISC & Aeon / Metro affordable housing program Example: Twin Cities Habitat & Bremer ownership program Example Gap Lending / Affordability Support (Fund / Programmatic) EdinaMN.gov 25 Illustrative Implementation Programmatic Alternatives (Administration / Funds) Multifamily First Lien Mortgage (~70%) City-funded Gap / Affordability (~20%) Developer Equity (~10%) Multifamily First Lien Mortgage (~70%) Developer Equity (~10%) Multifamily First Lien Mortgages (~70%) City-funded Gap / Affordability (~20%) Developer Equity (~10%) Leveraged Funds Supportive Funds Credit Enhancement Indirect / Funded Supportive Funds Direct / Funded Supportive Funds Need to Determine Implementation Program Partners (Direct / Outsource / Delegated / Fund / Hybrid) Program Criteria Program Administration Project Underwriting Project Funding Asset Management Funding Recapture Direct / Funded. City staff manages program and implements, solely includes City funds. Hybrid (combination of the above). May vary by program, functional role, or funding. Outsourced or Delegated / Funded. City oversight of third-party processor (outsourced) or designee (delegated), solely includes City funds. Fund / Leveraged. City participation and oversight of third-party fund (solely city or multi- jurisdictional), includes City funding as credit enhancement and/or supportive funds, and third- party funding partners for additional leverage. EdinaMN.gov 26 Discussion / Next Steps Prioritized recommendations from analysis undertaken •In today’s working session, we are seeking feedback from the HRA Commissioners on the strategies from the steering committee, in advance of formal recommendations. •With a focus on the “sources” needed to support the affordable and attainable housing goals. •Note future working sessions will be held regarding the envisioned “uses” under the various affordable and attainable housing programs, as well as operational matters (funding / capitalization and program administration). • ― HRA direction for staff to pursue strategies • ― HRA Levy will be on the docket for the September City Council meeting • ― City Staff will progress the other strategies, “uses”, and fund management this fall, and review with the HRA •Thank you for your continued support of affordable and attainable housing efforts within our community, and we look forward to your active participation and engagement in this important effort. Appendix I / Context •Larger Lot Sizes / Land Value. Disproportionately impacts single-family affordable housing total development costs (e.g. compared to Minneapolis). •Existing Residential Land Use is Predominantly Single-family. With ~93% land use is single-family housing. City-wide only 1.7% of land use is guided high-density residential, and only 2.2% guided for medium-density / “missing middle” use. •Fully Built City. Fewer opportunities for new development of affordable housing, with higher costs in using re-purposing existing. •Local and Overall Market Conditions. Including increasing home prices / valuations, current increased interest rate environment, etc. •Limited Resources. Current funding sources available to the City are limited, and insufficient to allow the City to achieve its objectives. EdinaMN.gov 28 Current Challenges Facing our City’s Affordable and Attainable Housing Goals EdinaMN.gov 29 Single-family Programs Come Home 2 Edina (2nd Mortgage) Home Improvement (Deferred Loan w/ CEE) Housing Preservation Program (CLT / HWR / TCHFH) Supporting Density (Evaluating ADUs, lot splits, etc.) “Gap Financing” Multifamily Programs Low Income Rental Classification (LIRC / Tax 4d) Naturally Occurring Affordable Housing (NOAH / Funding Support) Housing Improvement / Common Area (Financing) Targeted Site Acquisition (99-year Ground Leases, etc.) “Gap Financing” Funding, Policies and Practices Redevelopment Opportunities / Owner & Developer Engagement Small Area Plans for Key Locations Sustainable Buildings & Incentive Programs Homeowner Engagement (e.g. preservation of affordable SFH) “Gap Financing” Sourcing (Affordable Housing Trust Fund, TIF, etc.) CEE: Center for Energy and Environment / CLT: Community Land Trust / HWR: Homes Within Reach / TCHFH: Twin Cities Habitat for Humanity / ADU: Accessory Dwelling Units / LIRC: Low Income Rental Classification / Tax 4d: Minnesota Department of Revenue tax classification for low-income rental housing / NOAH: Naturally Occurring Affordable Housing / SFH: Single-family housing / TIF: Tax Increment Financing Baseline Current Strategies Affordable and Attainable Housing Strategies EdinaMN.gov 30 Multifamily Rental •Mostly smaller NOAH (~25+ units) •Some midsize NOAH (~100+ units) •Inclusionary units in market rate •Senior affordable, youth affordable •Full / 100% affordable properties Single-family •Approximately 25 CLT properties NOAH: Naturally Occurring Affordable Housing / CLT: Community Land Trust Baseline Current Strategies Affordable and Attainable Housing Strategies EdinaMN.gov 31 In Edina,approximately 6,320 households are estimated to be cost-burdened Source: League of Minnesota Cities / State of Minnesota Legislature, House Research Department and U.S. Census 6,320 Cost Burdened Not Cost-Burdened Supporting the Cost-Burdened Affordable and Attainable Housing Strategies Preserving Single-family Home Ownership Preserving Naturally Occurring Affordable Housing Rentals Creating New Affordable and Attainable Housing for Ownership Creating New Affordable and Attainable Housing Rentals In Edina,70.4%of households own their homes and 29.6%rent. The homeownership rate in Edina is less than that of the state and greater than the Twin Cities metro area and national average. EdinaMN.gov 32Sources: League of Minnesota Cities / State of Minnesota Legislature, House Research Department and U.S. Census, and Minnesota Housing Partnership: State of the State’s Housing 2021 29.6% 70.4% Rental Ownership Land Use Considerations Affordable and Attainable Housing Strategies 93.0% 7.0% Residential SF Residential MF In Edina,only 7% of current residential land use is for multifamily rental housing, leading to increased concentrations. EdinaMN.gov 33 In Edina,the homeownership rates across race / ethnicity show gaps when compared to the percentage of non-Hispanic white households that own their homes. ~14,300 ~100 ~680 ~20 -- ~200 ~220 Including # of homeowners Source: Homewise - homewisdom.org / PolicyMap and ACS Supporting Racial Equity Affordable and Attainable Housing Strategies •Completed over 20 meetings on best practices across a variety of stakeholders locally and nationally (affordable housing preservation programs, leading organizations locally and in other regions nationally, national intermediaries, and mission-aligned private developers) •The City’s affordable housing efforts, programs and staff are very well regarded in the Twin Cities metropolitan area – often cited as one of the leading examples •Includes callouts to dedicated staff, ability to work with developers to find solutions, good coordination across each of the City areas (gap funding, planning / zoning, permitting, etc.), creative solutions and support (e.g. City undertaking demolition prior to redevelopment, etc.) •Also included callouts to effective programs, and active programs vs. passive (e.g. reaching out to homeowners for preservation, etc.) •Reiterated expected challenges (e.g. cost of land, new development vs. redevelopment, etc.) EdinaMN.gov 34 Best Practices & Engagement Affordable and Attainable Housing Strategies Appendix II / Supporting Detail •Using simple planning assumptions to develop a directional / illustrative sizing of each of the affordable and attainable housing programs. •Per Household Gap. Developed planning assumptions as an estimated adjusted average “gap” per household by program, reviewing history & current / expected market conditions. •Gap Applied to Programs. Developed planning assumptions (households / year) to progress each program over five years, including patient capital and grant / forgivable capital. •Sources to Fund Programs. Developed planning assumptions for the various potential sources identified from our working sessions and offline research and analysis. •Illustrative Pro Forma. Developed planning assumptions (cashflows, recycling funds, etc.) for 5-year deployment to progress against housing outcome targets (25 -year program life) •Simple. Directional. Illustrative. EdinaMN.gov 36 Illustrative Planning Assumptions Determining “Gap” Assumptions for the Total Program Affordable Housing Program / Funding $PER HH $TOT PRI $TOT GRANT # HH TOT Y1 Y2 Y3 Y4 Y5 Multi-Family Rental* 50,000 25,000,000 500 100 100 100 100 100 Multi-Family Rental* Inclusionary 150,000 45,000,000 300 60 60 60 60 60 NOAH Preservation** (Acq/Rehab) 40,000 10,000,000 250 50 50 50 50 50 Single Family Rental 500,000 5,000,000 10 2 2 2 2 2 Single Family Rehab 30,000 1,500,000 50 10 10 10 10 10 Single Family Ownership 300,000 15,000,000 50 10 10 10 10 10 Totals 81,500,000 20,000,000 1,160 232 232 232 232 232 Illustrative Planning Assumptions “Gap” Assumptions by Year by Program (5-year deployment) EdinaMN.gov 37 Assumes 5-year deployment to progress against affordable housing outcome targets. (1) Noting separate allocation for single -family rehab program ($1.5mm) Adjusted Totals 80,000,0001 20,000,000 HH: Household / PRI: Program-related investment / NOAH: Naturally Occurring Affordable Housing EdinaMN.gov 38 A.Teardown Fees / $26.1mm (5Y Total) This type of user fee is in active use by other communities throughout the country, with planning assumptions prepared for single-family, multifamily, and commercial / industrial (based on historic levels). •Assumes 2.000% user fee as placeholder ($1mm property value > $20,000 teardown fee) •Uses average over past three years, and assumes annual 3% inflationary increase •Note actual method of fee calculation to be determined, based on impact (e.g. sq. ft. lost, etc.) Illustrative Potential Sources Preliminary planning assumptions / feasibility Sources: planning assumptions from other communities, pro forma planning assumptions, note teardown fee also intended to be applied to public properties Year Residential Apartment Comm/Ind Improvement Amount 2013 87,411,800$ 1,573,700$ 16,148,300$ 105,133,800$ 2014 96,370,700$ 14,714,700$ 6,381,100$ 117,466,500$ 2015 114,410,500$ 31,467,000$ 9,768,100$ 155,645,600$ 2016 122,275,400$ 77,464,100$ 27,265,700$ 227,005,200$ 2017 123,120,400$ 76,995,000$ 28,843,100$ 228,958,500$ 2018 120,910,200$ 34,681,600$ 31,388,800$ 186,980,600$ 2019 113,947,900$ 48,590,700$ 32,198,300$ 194,736,900$ 2020 108,678,100$ 115,516,000$ 65,170,300$ 289,364,400$ 2021 113,699,900$ 69,540,100$ 28,392,300$ 211,632,300$ 2022 105,348,000$ 99,929,200$ 10,566,200$ 215,843,400$ 2023 148,242,200$ 104,317,300$ 34,936,900$ 287,496,400$ Total 1,254,415,100$ 674,789,400$ 291,059,100$ 2,220,263,600$ Average 114,037,736$ 61,344,491$ 26,459,918$ 201,842,145$ Average (3Y)122,430,033$ 91,262,200$ 24,631,800$ 238,324,033$ (A1)Y1 Teardown Assumption (3Y Average, Residential)122,430,033 Teardown Fee Assumption 2.000% Estimated Annual Teardown Fee (Residential)2,448,601 (A2)Y1 Teardown Assumption (3Y Average, Apartment)91,262,200 Teardown Fee Assumption 2.000% Estimated Annual Teardown Fee (Apartment)1,825,244 (A3)Y1 Teardown Assumption (3Y Average, Commercial / Industrial)24,631,800 Teardown Fee Assumption 2.000% Estimated Annual Teardown Fee (Comm/Ind)492,636 Illustrative Sources (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.) B. HRA Levy 13.0mm 86.6mm 99.6mm 2.6mm EdinaMN.gov 39 B.HRA Levy / $13.0mm (5Y Total) Analysis of an additional HRA Levy as has been undertaken, with planning assumptions outlined (target within municipal peer group levels). •Analysis at increment from current to increased (from existing 0.138% to 0.688% to 1.588%) •Estimated annual net from leavy increase $2,864,458 •Phase-in approach (2024 sources additional $1mm, with 2025 and thereafter at target amounts) •HRA Levy Impact (Median Home Value $659,900) 2023 $9.66 / 2024 $49.83 / 2025 $119.10* …additional 0.2715% of est. increase in home value •Assumes 4% annual property value increase through 2025 (10-year average), and 3% increase thereafter Illustrative Potential Sources Preliminary planning assumptions / feasibility Sources: planning assumptions from Ehlers and City finance staff, pro forma planning assumptions Payable Years 2023 2024 2025 Assessed valuation/tax capacity 190,473,325 206,240,895 214,490,531 Tax capacity used for local rate 172,188,460$ 186,317,282$ 195,345,625$ Levy used for property tax 46,612,572$ 52,875,808$ 58,214,073$ Tax Capacity Rate General Fund 28.056%28.379%29.801% HRA Operating Levy 244,400 1,251,700 3,110,016 Less FD distribution (6,842) (6,874) (8,000) HRA Tax Rate 0.1380%0.668%1.588% Housing Amount 237,558 1,244,826 3,102,016 Increase from 2023 (Illustrative)1,007,268 2,864,458 Illustrative Sources (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.) C. Pooled TIF 9.6mm 75.1mm 84.7mm 1.9mm EdinaMN.gov 40 C.Pooled TIF / $9.6mm (5Y Total) Analysis of Pooled TIF capacity (20%), with planning assumptions prepared based on historic levels. •Uses average over past three years (2021-2023 est.) •Adjusts with conservative factor of 2/3 to allow for waivers (of 1/3) •Assumes 20% portion for Affordable Housing •Assumes no annual property value increase over deployment period or capture period (20y) Illustrative Potential Sources Preliminary planning assumptions / feasibility Estimated DOR Annual Tax Incr.2,883,000 (2/3 of average of last three years, to allow for waivers of 1/3) Affordable Housing Pooling %20%(portion for Affordable Housing) Estimated Annual TIF Pooling 576,600 (Amount each year, adjusted for appreciation assumption of 103%, for first five years in pool) Appreciation Assumption 103% NPV Total Y1 Y2 Y3 Y4 Y5 Discount Rate 6.000%8,648,064$ 15,958,259$ Y1 593,898$ 611,715$ 630,066$ 648,968$ 668,437$ 8,907,506$ 16,437,007$ Y2 611,715$ 630,066$ 648,968$ 668,437$ 9,174,731$ 16,930,117$ Y3 630,066$ 648,968$ 668,437$ 9,449,973$ 17,438,021$ Y4 648,968$ 668,437$ 9,733,472$ 17,961,161$ Y5 668,437$ 45,913,745$ 84,724,565$ Total 593,898$ 1,223,430$ 1,890,199$ 2,595,873$ 3,342,187$ Cumulative 593,898$ 1,817,328$ 3,707,526$ 6,303,400$ 9,645,586$ Total (25Y)84,724,565$ First Five Years 9,645,586$ Tail (Y6-Y25)75,078,979$ Sources: planning assumptions from Ehlers, pro forma planning assumptions Illustrative Sources (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.) D. Single-family Transfer Tax 12.7mm 74.3mm 86.9mm 2.5mm EdinaMN.gov 41 D.Single-family Transfer Tax / $12.7mm (5Y Total) This type of user tax is in active use by other communities throughout the country, with planning assumptions prepared (based on historic levels). •Uses prior year sales (2022) with analysis by value bands (count and amount) •Assumes 0.50% transfer tax on single-family property sales (over $500,000 to preserve affordability) •Use tax provides $2,314,490 (first year) •Assumes 3% annual property value increase •Implementation will require legislative authority •Can also include documentation fees Illustrative Potential Sources Preliminary planning assumptions / feasibility Sales Price Band Count Count (%)Value ($)Value (%) Up to $500,000 92 17.4%38,112,300$ 7.6% $500,001 to $750,000 181 34.3%112,382,390$ 22.4% $750,001 to $1,000,000 86 16.3%74,923,525$ 15.0% $1,000,001 and over 169 32.0%275,592,095$ 55.0% Total 528 100.0%501,010,310$ 100.0% Key Takeaways Over 55% of the value is in properties selling for over $1mm (and ~32% by count) Only ~8% of the value is in properties selling up to $500,000 (and ~17% by count) Approximately 22% of the value is between $500,000 and $750,000 (~34% by count) Approximately 15% of the value is between $750,000 and $1mm (~16% by count) A 1% real estate transfer tax on properties over $1mm would provide nearly $2.8mm …over 5 years this would be nearly $13.8mm (or $15.1mm assuming 3% appreciation)103% …over 25 years this would be nearly $69.9mm (or $103.5mm assuming 3% appreciation) Applying 1% to all properties would provide just over $5mm per year …over 5 years this would be $25mm (or $27.4mm assuming 3% appreciation)103% …over 25 years this would be nearly $69.9mm (or $188.1mm assuming 3% appreciation) Applying 0.45% to all properties would provide just under $2.3mm per year …over 5 years this would be nearly $11.3mm (or $12.3mm assuming 3% appreciation)103% …over 25 years this would be nearly $56.4mm (or $84.7mm assuming 3% appreciation) Applying 0.50% to properties over $0.5mm would provide just over $2.3mm per year …over 5 years this would be nearly $11.6mm (or $12.7mm assuming 3% appreciation)103% …over 25 years this would be nearly $57.9mm (or $86.9mm assuming 3% appreciation) Sources: planning assumptions from other communities, pro forma planning assumptions, city historic property sales (2022) Illustrative Uses (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.)Notes Y1 Y2 Y3 Y4 Y5 E1. PRI Multi-Family Rental Affordable (25.0mm)25.0mm - 0.000% (5.0mm)500 units (5,000,000) (5,000,000) (5,000,000) (5,000,000) (5,000,000) E2. PRI Multi-Family Rental Inclusionary (45.0mm)45.0mm - 2.250% (9.0mm)300 units (9,000,000) (9,000,000) (9,000,000) (9,000,000) (9,000,000) E3. PRI Multi-Family NOAH Preservation (10.0mm)10.0mm - 0.000% (2.0mm)250 units (2,000,000) (2,000,000) (2,000,000) (2,000,000) (2,000,000) E4. Grants SF (Ownership & Rental) (20.0mm)- (20.0mm) (grant) (4.0mm)60 units (4,000,000) (4,000,000) (4,000,000) (4,000,000) (4,000,000) *F. City GSE Investment (Gap Reduction) (0.3mm)(1.0mm) (1.3mm) (other) (0.1mm)50 units - (25,154) (50,308) (75,462) (100,616) Program Subtotals (100.3mm)79.0mm (21.3mm) (20.1mm)Outflows (20,000,000) (20,025,154) (20,050,308) (20,075,462) (20,100,616) Cumulative (20,000,000) (40,025,154) (60,075,462) (80,150,924) (100,251,540) EdinaMN.gov 42 Illustrative Potential Uses Preliminary planning assumptions / feasibility The “uses” of Program Related Investments provide basis for the return of $80mm of capital plus $20.3mm of income (offsetting grant expense) Illustrative Sources (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.) E. City MF PRI Income 2.0mm 18.2mm 20.3mm 0.4mm - 202,500 405,000 607,500 810,000 Sources: pro forma planning assumptions, see detail for each area Illustrative Potential Uses Illustrative program cashflows (full program / cohort life) EdinaMN.gov 43 Illustrative Programmatic Cashflows Illustrative Funding Program Return Term Total #HH Y1 Y2 Y3 Y4 Y5 Y6 Y7 Y8 Y9 Y10 Y11 Y12 Y13 Y14 Y15 Y16 Y17 Y18 Y19 Y20 Y21 Y22 Y23 Y24 Y25 TOT Grants - Single Family (Ownership & Rental)(grant)(grant)20,000,000 60 (4,000,000) (4,000,000) (4,000,000) (4,000,000) (4,000,000) (20,000,000) PRI - Multi-Family Rental Affordable 0.000%20y 25,000,000 500 (5,000,000) (5,000,000) (5,000,000) (5,000,000) (5,000,000) 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 - PRI - Multi-Family Rental Inclusionary 2.250%20y 45,000,000 300 (9,000,000) (9,000,000) (9,000,000) (9,000,000) (9,000,000) 9,000,000 9,000,000 9,000,000 9,000,000 9,000,000 - PRI - NOAH Preservation 0.000%10y 10,000,000 250 (2,000,000) (2,000,000) (2,000,000) (2,000,000) (2,000,000) 2,000,000 2,000,000 2,000,000 2,000,000 2,000,000 - (100,000,000) Outflows (20,000,000) (20,000,000) (20,000,000) (20,000,000) (20,000,000) - - - - - - - - - - - - - - - - - - - - (100,000,000) 100,250,000 Inflows - 202,500 405,000 607,500 810,000 1,012,500 1,012,500 1,012,500 1,012,500 1,012,500 3,012,500 3,012,500 3,012,500 3,012,500 3,012,500 1,012,500 1,012,500 1,012,500 1,012,500 1,012,500 15,012,500 14,810,000 14,607,500 14,405,000 14,202,500 100,250,000 250,000 Net (20,000,000) (19,797,500) (19,595,000) (19,392,500) (19,190,000) 1,012,500 1,012,500 1,012,500 1,012,500 1,012,500 3,012,500 3,012,500 3,012,500 3,012,500 3,012,500 1,012,500 1,012,500 1,012,500 1,012,500 1,012,500 15,012,500 14,810,000 14,607,500 14,405,000 14,202,500 250,000 (20,000,000) (15,000,000) (10,000,000) (5,000,000) - 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 NOAH Recycles (Y10: Y11-15) Other Multi-Family Recycles (Y20: Y21-25) Grants – Single Family PRI – Multi-Family Rental Affordable (0% / 20y) PRI – Multi-Family Rental Inclusionary (2.250% / 20y) PRI – NOAH Preservation (0% / 10y) Grant Support offset through Cumulative PRI Income Sources: pro forma planning assumptions, see detail for each area EdinaMN.gov 44 F.City GSE Investment (Additional Capacity) Example with Freddie Mac supporting NOAH property financing, closed-loop investments allowing City funding with GSE guaranty, applied to NOAH or Inclusionary. •Assumes up to $10mm available for investment ($2mm per year x 5 years based on ~5% maturing) •Assumes 2.000% rate reduction property mortgage (reduces City bond income, fully guaranteed) •Uses preliminary planning assumptions (adapted from illustrative development project) •Benefits from leverage / rate arbitrage (less high-cost equity capital needed and lower-cost debt) •Provides support for approximately 50 units (at total cost to City of ~$2,515 per unit in reduced income) •Will explore as scalable alternative to PRI approach Illustrative Potential Uses Preliminary planning assumptions / feasibility Sources: planning assumptions from other communities, pro forma planning assumptions, see Appendix II for detail, GSE government-sponsored enterprise (Fannie Mae, Freddie Mac, etc.) Example Gap Lending / Affordability Support (GSE “Closed Loop” Program) Multifamily First Lien Mortgage (~70-80%) Interest Savings to Support Affordability (~tbd%) Developer Equity (~20-30%) City Purchase “Closed Loop” Bond at Discount GSE Guaranty Illustrative Uses (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.)Notes Y1 Y2 Y3 Y4 Y5 F. City GSE Investment (Gap Reduction) (0.3mm)(1.0mm) (1.3mm) (other) (0.1mm)50 units - (25,154) (50,308) (75,462) (100,616) 67.0mm 33.3mm Illustrative Sources (Y1-Y5) Illustrative Sources (Y6+ / Other) EdinaMN.gov 45 G.City Program Liquidity ($33.3mm) Assume ability to borrow / bond against future expected program income. •Advances needed over the first five years of the program to achieve $100mm funding target •Full repayment over the next three years •Assumes maximum of 50% of future available as source to borrow / bond against, 6.000% cost •Assumed 6.000% funding cost and shorter-term / rolling advances (vs. longer-dated borrowings) Sources: pro forma planning assumptions Illustrative “Timing Gap” Preliminary planning assumptions / feasibility Illustrative "Bridging the Timing Gap"(Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.)Notes Y1 Y2 Y3 Y4 Y5 Y6 Y7 Y8 Total Program Sources 67.0mm 420.4mm 487.4mm 12.7mm Inflows 9,857,374 12,465,398 13,645,967 14,874,780 16,153,851 16,796,782 17,250,427 17,717,680 Total Program Uses (100.3mm)79.0mm (21.3mm) (20.1mm)Outflows (20,000,000) (20,025,154) (20,050,308) (20,075,462) (20,100,616) (125,770) (125,770) (125,770) Gap / Program Sources less Progam Uses (33.3mm)499.4mm 466.1mm (20.1mm)Subtotal (10,142,626) (7,559,756) (6,404,341) (5,200,682) (3,946,765) 16,671,012 17,124,657 17,591,910 Cumulative (10,142,626) (17,702,383) (24,106,724) (29,307,407) (33,254,172) (16,583,159) 541,497 18,133,407 G. City Advances / "Gap Bridging" 33.3mm (42.7mm) (9.4mm) 6.7mm 10,142,626 7,559,756 6,404,341 5,200,682 3,946,765 (16,796,782) (17,250,427) (8,652,958) Program Subtotals - 456.7mm 456.7mm (20.8mm)Total - - - - - (125,770) (125,770) 8,938,952 Advances over first five years of program ($33.3mm cumulative) Timing gap (~$100mm of uses against ~$67mm of sources over first five years) EdinaMN.gov 46 H.Philanthropic / Impact Capital Source and leverage companion philanthropic support and/or impact capital, either included in or excess to targeted impact funds City may also participate in. •Leverages City funding commitments (need sources) •Conservatively assumed at $18mm 5Y target (to allow for ramp-up / reduce external dependency) •Can be paired / matched as grant funds, low-cost / patient capital / program related investments, or be capital provided at reduced cost leveraging funds •Capital can reduce City liquidity needs, reduce City portions, or additional funding to increase outcomes Sources: pro forma planning assumptions, other community programs Illustrative “Gap Reduction” Preliminary planning assumptions / feasibility Example: City of Columbus, OH $100 million Housing Action Fund for the Affordable Housing Trust from the City of Columbus, Franklin County, corporate partners and The Columbus Foundation (low-cost loans to preserve / increase affordability). Example: UnitedHealth Group $100mm health and housing fund Example: Benefit Chicago with Calvert impact bonds Example: Greater Minnesota Housing Fund / NOAH fund Example: Sunrise Banks & Aeon / NOAH program Example: LISC & Aeon / Metro affordable housing program Example: Twin Cities Habitat & Bremer ownership program Illustrative External / Gap Reduction (Across 5Y)(Tail Y6-Y25) Total (Across 25Y) Annual (5Y Avg.)Y1 Y2 Y3 Y4 Y5 *H. Supplement w/ Philanthropic/Impact Capital 18.0mm - 18.0mm 3.6mm 1,000,000 2,000,000 5,000,000 5,000,000 5,000,000 Program Subtotals 18.0mm - 18.0mm (10.5mm)Offsets 1,000,000 2,000,000 5,000,000 5,000,000 5,000,000 Cumulative 1,000,000 3,000,000 8,000,000 13,000,000 18,000,000