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HomeMy WebLinkAbout2025-01-16 HRA Meeting Packet Meeting location: Edina City Hall Council Chambers 4801 W. 50th St. Edina, MN Housing & Redevelopment Authority Meeting Agenda Thursday, January 16, 2025 7:30 AM Participate in the meeting: Watch the meeting on cable TV or YouTube.com/EdinaTV. Provide feedback during Community Comment by calling 312-535- 8110. Enter access code 2632 241 0875. Password is 5454. Press *3 on your telephone keypad when you would like to get in the queue to speak. A staff member will unmute you when it is your turn to speak. Accessibility Support: The City of Edina wants all residents to be comfortable being part of the public process. If you need assistance in the way of hearing amplification, an interpreter, large-print documents or something else, please call 952-927- 8861 at least 72 hours in advance of the meeting. 1. Call to Order 2. Roll Call 3. Pledge of Allegiance 4. Approval of Meeting Agenda 5. Community Comment During "Community Comment," the Chair will invite residents to share issues or concerns that are not scheduled for a future public hearing. Items that are on tonight's agenda may not be addressed during Community Comment. Individuals must limit their comments to three minutes. The Chair may limit the number of speakers on the same issue in the interest of time and topic. Individuals should not expect the Chair or Commissioners to respond to their comments tonight. The Chair will respond to questions raised during Community Comments at the next meeting. 5.1. Executive Director's Response to Community Comments 6. Adoption of Consent Agenda All agenda items listed on the Consent Agenda will be approved by one motion. There will be no separate discussion of items unless requested to be removed by a Commissioner. If removed the item will be considered immediately following the adoption of the Consent Agenda. (Favorable roll call vote of majority of Commissioners present to approve, unless otherwise noted in consent item.) 6.1. Appointment of the Executive Director of the HRA 6.2. Resolution No. 2025-01: Designating Official Newspaper Page 1 of 75 6.3. Resolution No. 2025-02: Designating Official Depositories 6.4. HRA Minutes of Special meeting on December 17, 2024 and Regular meeting on December 19, 2024. 7. Reports/Recommendations: (Favorable vote of majority of Commissioners present to approve except where noted) 7.1. Election of Officers 7.2. 5146 Eden Avenue - Project Update and Discussion 7.3. HRA 2024 Year in Review 8. Executive Director Comments 8.1. Topics for HRA Discussion in 2025 8.2. 7250 France - Project Update 8.3. Pentagon Village - Project Update 9. HRA Member Comments 10. Adjournment Page 2 of 75 d ITEM REPORT Date: January 16, 2025 Item Activity: Information Meeting: Housing & Redevelopment Authority Agenda Number: 5.1 Prepared By: Liz Olson, Administrative Support Specialist Item Type: Other Department: Community Development Item Title: Executive Director's Response to Community Comments Action Requested: None, information only. Information/Background: Responses to questions posed during Community Comment at the last meeting were posted on the City’s website at https://www.edinamn.gov/2051/Responses-to-Community-Comment. Executive Director Neal will provide summaries of those responses during the meeting. Resources/Financial Impacts: Relationship to City Policies: Supporting Documentation: None Page 3 of 75 d ITEM REPORT Date: January 16, 2025 Item Activity: Action Meeting: Housing & Redevelopment Authority Agenda Number: 6.1 Prepared By: Scott Neal, City Manager Item Type: Other Department: Community Development Item Title: Appointment of the Executive Director of the HRA Action Requested: Motion to appoint City Manager Scott Neal as Executive Director of the HRA. Information/Background: The City Council previously designated me as Executive Director of the HRA. I request the Council affirm this designation with the requested motion. The proposed term of this appointment will be concurrent with my employment as City Manager. Resources/Financial Impacts: Relationship to City Policies: Supporting Documentation: None Page 4 of 75 d ITEM REPORT Date: January 16, 2025 Item Activity: Action Meeting: Housing & Redevelopment Authority Agenda Number: 6.2 Prepared By: Liz Olson, Administrative Support Specialist Item Type: Report & Recommendation Department: Community Development Item Title: Resolution No. 2025-01: Designating Official Newspaper Action Requested: Approve Resolution No. 2025-01 designating the Edina Sun-Current as the official newspaper for the Housing and Redevelopment Authority (HRA) for 2025. Information/Background: Staff recommends Council designate the Edina Sun Current as the official newspaper of the HRA for 2025. Resources/Financial Impacts: Relationship to City Policies: Supporting Documentation: 1. Resolution No. 2025-01 Designating Official Newspaper Page 5 of 75 RESOLUTION NO. 2025-01 DESIGNATING OFFICIAL NEWSPAPER BE IT RESOLVED by the Edina Housing & Redevelopment Authority of the City of Edina, Minnesota, that the Edina Sun-Current is hereby designated as the Official Newspaper for the Edina Housing & Redevelopment Authority for the year 2025. Passed and adopted this 16th day of January 2025. Attest: James Pierce, Secretary James B. Hovland, Chair STATE OF MINNESOTA ) COUNTY OF HENNEPIN ) SS CITY OF EDINA ) CERTIFICATE OF EXECUTIVE DIRECTOR I, the undersigned duly appointed and acting Executive Director for the Edina Housing & Redevelopment Authority do hereby certify that the attached and foregoing Resolution was duly adopted by the Edina Housing & Redevelopment Authority at its Regular Meeting of January 16, 2025, and as recorded in the Minutes of said Regular Meeting. WITNESS my hand and seal of said City this ______________ day of ___________________, ____________. Executive Director Page 6 of 75 d ITEM REPORT Date: January 16, 2025 Item Activity: Action Meeting: Housing & Redevelopment Authority Agenda Number: 6.3 Prepared By: Liz Olson, Administrative Support Specialist Item Type: Other Department: Community Development Item Title: Resolution No. 2025-02: Designating Official Depositories Action Requested: Adopt Resolution No. 2025-02 designating official depositories for the Housing and Redevelopment Authority (HRA) for 2025. Information/Background: See Resolution No. 2025-02 designating official depositories for 2025. Resources/Financial Impacts: Relationship to City Policies: Supporting Documentation: 1. Resolution No. 2025-02 Designating Official Depositories Page 7 of 75 RESOLUTION NO. 2025-02 DESIGNATING OFFICIAL DEPOSITORIES BE IT RESOLVED that U.S. Bank, Crown Bank and Tradition Capital Bank, are hereby authorized to do banking business in Minnesota, be and are hereby designated as Official Depositories for the Public Funds of the Edina Housing and Redevelopment Authority, City of Edina, County of Hennepin, Minnesota until January 1, 2026. Dated: January 16, 2025 Attest: James Pierce, Secretary James B. Hovland, Chair STATE OF MINNESOTA ) COUNTY OF HENNEPIN ) SS CITY OF EDINA ) CERTIFICATE OF EXECUTIVE DIRECTOR I, the undersigned duly appointed and acting Executive Director for the Edina Housing and Redevelopment Authority do hereby certify that the attached and foregoing Resolution was duly adopted by the Edina Housing and Redevelopment Authority at its Regular Meeting of January 16, 2025, and as recorded in the Minutes of said Regular Meeting. WITNESS my hand and seal of said City this ______________ day of ___________________, ____________. Executive Director Page 8 of 75 d ITEM REPORT Date: January 16, 2025 Item Activity: Action Meeting: Housing & Redevelopment Authority Agenda Number: 6.4 Prepared By: Liz Olson, Administrative Support Specialist Item Type: Minutes Department: Community Development Item Title: HRA Minutes of Special meeting on December 17, 2024 and Regular meeting on December 19, 2024. Action Requested: Approve Draft Minutes of Special HRA meeting on December 17, 2024 and Regular HRA Meeting on December 19, 2024. Information/Background: Supporting Documentation: 1. Minutes from December 17, 2024 2. Minutes from December 19, 2024 Page 9 of 75 Page 1 MINUTES OF THE SPECIAL MEETING OF THE EDINA HOUSING AND REDEVELOPMENT AUTHORITY DECEMBER 17, 2024 7:00 P.M. I. CALL TO ORDER Chair Hovland called the meeting to order at 11:52 p.m. then explained the processes created for public comment. II. ROLLCALL Answering rollcall were Chair Hovland, Commissioners Agnew, Jackson, Pierce, and Risser. Absent: None. III. MEETING AGENDA APPROVED – AS PRESENTED Motion by Commissioner Agnew, seconded by Commissioner Jackson, approving the meeting agenda as presented. Ayes: Agnew, Jackson, Pierce, Risser, and Hovland Motion carried. IV. REPORTS AND RECOMMENDATIONS IV.A. RESOLUTION NO. 2024-08; ADOPTING THE HRA BUDGET AND ESTABLISHING THE TAX LEVY PAYABLE IN 2025 – ADOPTED Executive Director Neal stated that they are asking for the approval of the proposed HRA budget and tax levy for 2025, which is $259,300. Executive Director Neal stated it is a 3% increase from the 2024 levy, and the City uses this money to fund housing and general economic development activities. Member Agnew introduced and moved adoption of HRA Resolution No. 2024-08, Adopting the HRA Budget and Establishing the Tax Levy Payable in 2025. Seconded by Member Jackson. Ayes: Agnew, Jackson, Pierce, Risser, and Hovland Motion carried. V. ADJOURNMENT Motion made by Commissioner Agnew, seconded by Commissioner Jackson, to adjourn the meeting at 11:56 p.m. Ayes: Agnew, Jackson, Pierce, Risser, and Hovland Motion carried. Respectfully submitted, Scott Neal, Executive Director Page 10 of 75 Page 1 MINUTES OF THE REGULAR MEETING OF THE EDINA HOUSING AND REDEVELOPMENT AUTHORITY DECEMBER 19, 2024 7:30 A.M. I. CALL TO ORDER Chair Hovland called the meeting to order at 7:32 a.m. then explained the processes created for public comment. II. ROLLCALL Answering rollcall were Chair Hovland, Commissioners Agnew, Jackson, and Risser. Absent: Commissioner Pierce III. PLEDGE OF ALLEGIANCE IV. MEETING AGENDA APPROVED – AS PRESENTED Motion by Commissioner Jackson, seconded by Commissioner Agnew, approving the meeting agenda as presented. Ayes: Agnew, Jackson, Pierce, Risser, and Hovland Motion carried. V. COMMUNITY COMMENT No one appeared. V.A. EXECUTIVE DIRECTOR’S RESPONSE TO COMMUNITY COMMENTS Executive Director Neal responded there were no past Community Comments. VI. ADOPTION OF CONSENT AGENDA AS PRESENTED Motion by Commissioner Jackson, seconded by Commissioner Agnew, approving the consent agenda as presented: VI.A. 2023 AFFORDABLE HOUSING COMPLIANCE REPORT VI.B. DRAFT MINUTES OF REGULAR MEETING OF NOVEMBER 14, 2024 AND SPECIAL HRA MEETING OF DECEMBER 3, 2024 VI.C. APPROVE 2025 HRA MEETING CALENDAR Ayes: Agnew, Jackson, Pierce, Risser, and Hovland Motion carried. VII. REPORTS AND RECOMMENDATIONS VII.A. REDEVELOPMENT AGREEMENT FOR 7200 FRANCE AVE APARTMENTS AND FIRST AMENDMENT TO THE 7200-7250 REDEVELOPMENT AGREEMENT – APPROVED Affordable Housing Development Manager Hawkinson stated she is seeking support for the proposed development. She presented information regarding the site location, existing redevelopment agreement, existing TIF district, adopted PUD and preliminary Site Plan approval, additional public benefits, 10-year historical tax base growth, proposed tax base growth, cost drivers, recommended loan terms, history of SPARC, requirements of SPARC, the use of SPARC funds, and the affordable housing scorecard. Affordable Housing Development Manager Hawkinson also discussed the hypothetical situations for the proposed redevelopment agreement amendment. Page 11 of 75 Minutes/HRA/December 19, 2024 Page 2 The Board asked questions regarding how hypothetical #3 will lower the tax base in the future, investments for the additional 3 units proposed, and where the tax revenue from 7200 France Avenue goes. Nick Anhut, Ehlers and Associates, stated that they have the benefit of the original agreement, which contemplated a hotel, meaning the property classification is slightly different from a rental property, and it is a lower taxable valuation. Affordable Housing Development Manager Hawkinson stated that the difference between the market rate rents, and the affordable rents decreases the overall net operating income, which creates the gap. She stated that the gap is $324,000 per unit at 15 units. She noted that the gap is consistent with what they have seen as a loss of revenue for having affordable units in the past. Affordable Housing Development Manager Hawkinson stated that the tax revenue from 7200 France Avenue would go back into the regular tax base. The Board asked what TIF financing can be used to pay for and if they can be used for aesthetics. Jay Lindgren, Dorsey and Whitney, stated that TIF can be used for placemaking and elements that are not purely just decorative. He stated that they are paying for other gaps within the project, not necessarily the things that could be considered more decorative pieces. The Board expressed concerns regarding the SPARC funds and total costs not being reported. Affordable Housing Development Manager Hawkinson stated that when affordable housing within a market-rate building the cost rests on the City rather than being spread out among the different funding sources. She stated that staff recommends hypothetical #2 for the long-term benefit for the City. The Board expressed feedback regarding finding a balance, larger additional units, what else could be done with the SPARC fund money, and mitigating risk. Motion by Commissioner Jackson, seconded by Commissioner Agnew, approving Redevelopment Agreement for 7200 France Avenue Apartments reflecting the terms and conditions of 15 units (10%) affordable for perpetuity and First Amendment to the 7200-7250 Redevelopment Agreement. Ayes: Agnew, Jackson, and Hovland Nay: Risser Motion carried. VII.B. REQUEST TO MODIFY LOAN AGREEMENT WITH EDINA CHAMBER OF COMMERCE Economic Development Manager Neuendorf said this item pertained to updating the Board on the Loan Agreement with the Edina Chamber of Commerce. He presented information regarding the background information on this item. Shelly Loberg, Edina Chamber of Commerce, asked the Board for a deferment of the February payment. Annette Wildenauer, BIG Innovation Lab, stated that the BIG Innovation Lab is a business accelerator for second-stage businesses and helps them move forward and find next steps for their businesses. Page 12 of 75 Minutes/HRA/December 19, 2024 Page 3 Bryan Ruch, Groveland Confections, stated that he was looking for a way to grow his business and did not have the assets to do that; however, being a part of the lab has helped his business aggressively expand. Logan Hershey, RBC Wealth Management, stated that from the beginning he wanted to be part of the lab and now the lab has helped him grow his business and determine how to best spend his time to do that. The Board asked questions and provided feedback regarding new revenue streams with other cities, stockholders for the innovation lab, what repaid SPARC funds are used for. Annette Wildenauer, BIG Innovation Lab, stated that they have engaged in conversations with Bloomington and Golden Valley to help those cities grow and build their businesses. The Board requested allowing for community space for City Council to have office hours at the lab. Economic Development Manager Neuendorf stated that the loan is with the Edina Chamber of Commerce. He also noted that the repaid SPARC funds are used for excess TIF money and then redistributed. Nick Anhut, Ehlers and Associates, stated that for any excess TIF, the HRA has 9 months to return those funds to the County for redistribution. The Board asked about forgivable elements of the SPARC loan to the Chamber that would further reduce the outstanding balance. The Board asked for as much detail as possible when the Chamber of Commerce returns with its formal request in January. VIII. EXECUTIVE DIRECTOR COMMENTS – Received IX. HRA MEMBER COMMENTS – Received X. ADJOURNMENT Motion made by Commissioner Agnew, seconded by Commissioner Jackson, to adjourn the meeting at 9:18 a.m. Ayes: Agnew, Jackson, Pierce, Risser, and Hovland Motion carried. Respectfully submitted, Scott Neal, Executive Director Page 13 of 75 d ITEM REPORT Date: January 16, 2025 Item Activity: Discussion Meeting: Housing & Redevelopment Authority Agenda Number: 7.2 Prepared By: Bill Neuendorf, Economic Dev Mgr Item Type: Report & Recommendation Department: Community Development Item Title: 5146 Eden Avenue - Project Update and Discussion Action Requested: For discussion only; no action required. Information/Background: This item pertains to the sale of real estate at 5146 Eden Avenue. The previous sale did not close as the developer was unable to secure financing. Direction is requested from the HRA Board so that a new Request for Proposal can be issued. The new RFP should identify clear priorities and realistic expectations so that the property can be sold and redeveloped promptly. Resources/Financial Impacts: None Relationship to City Policies: List policies, strategic plans, work plans, etc related to this item. i.e. Comp plan, CAP, CIP Supporting Documentation: 1. Staff Report 5146 Eden Update 1-16-2025 2. Staff Presentation 5146 Eden Sale & Redevelopment Discussion 1-16-2025 Page 14 of 75 City of Edina • 4801 W. 50th St. • Edina, MN 55424 Information / Background: Summary City staff recommends that a new Request for Proposals be issued to solicit development interest in the HRA’s vacant property at 5146 Eden Avenue. This process will require discussion and action by the HRA Board and/or City Council to select a developer or team to purchase the site and construct a new project. This land can be monetized to provide new revenue to either the HRA or the City. If decisions are made promptly and the transaction closes promptly, that new revenue could be realized in 2025 – 2026. Direction is requested so that the priorities of the HRA Board are better understood. No action is needed at this time. This staff presentation and outline is only intended to update the HRA Board so they can provide direction and prepare for decision-making in early 2025. Background The Edina HRA owns the vacant property at 5146 Eden Avenue. The City’s Public Works facility was formerly located on this site and was relocated in 2012. The HRA intends to sell all or most of the property to generate revenue, return the property to the tax rolls and enable a new productive use on the site. In the past, several proposals and concepts were discussed for the site. Most recently, the HRA was under contract to sell to United Properties Residential and Jester Concepts for new housing and a new restaurant. United Properties terminated the purchase agreement and the Jester Date:January 16, 2025 To:Chair and Commission Members of Edina HRA From:Bill Neuendorf, Economic Development Manager Subject:5146 Eden Avenue – Outline of Potential RFP for New Buyer Page 15 of 75 5146 Eden Avenue – Redevelopment Update Staff Report Page 2 Concepts contract has lagged and not yet resulted in a sale. Jester remains interested in locating a new restaurant on the site but requires an updated purchase agreement. City staff has outlined a new Request for Proposals (RFP) based on lessons learned in past years and based on past direction from the HRA Board. The content of the final RFP will be modified based on the direction provided by the HRA Board. Depending on the preferences of the HRA Board, the site might need to be transferred to the City of Edina. If selected, that process will take some time and the timeline in this document will be updated accordingly. General Timeline First Quarter 2025 •Issue RFP and review responses Second Quarter 2025 •Select preferred developer Third and Fourth Quarter 2025 •Developer to pursue zoning and preliminary site plan approvals using the City’s standard regulatory review process Second Quarter 2026 •Transfer ownership and begin construction •This might be able to be moved to 2025 if the zoning entitlements and private financing are secured with no delays. Desired Outcomes (DRAFT Outline for Discussion – more flexibility may be preferred based on the direction from the HRA Board) The HRA seeks to have the site redeveloped with a mixture of uses including: multi-family residential, restaurant or similar community gathering space and outdoor public park or public plaza. The HRA remains open to other creative ideas that redevelop the site in a manner generally consistent with the 7 Guiding Principles identified in the Grandview Development Framework. Page 16 of 75 5146 Eden Avenue – Redevelopment Update Staff Report Page 3 Multi-Family Residential (OPTIONAL- REQUIRES HRA INPUT) Owner-occupied housing may be a strongly preferred on this site. A combination of townhouses, condominiums or cooperatives may be preferred. A combination of owner-occupied and rental apartments will also be considered provided that the rental units are configured to be converted to condominiums in the future. Proposals with only rental units may not be considered. Affordability is an essential element for this site. While market-driven pricing can be acceptable, preference will be given to proposals that include units at price points lower than the luxury residences typically available in nearby neighborhoods. In accordance with City policy, at least 10% of the units should be affordable to households earning 80% of Area Median Income. Additional affordable units at different price points are also desired. Restaurant or Community Gathering Space (OPTIONAL- REQUIRES HRA INPUT) Most recently, the HRA had a contract with Jester Concepts to develop a stand-alone restaurant on the site. While the HRA intends to continue working with Jester Concepts, the contract must be renewed and updated to reflect the new housing configuration. A full-service or fast-casual restaurant is desired. The restaurant should be open year round and include a combination of indoor- and outdoor dining. The HRA has no preference for the type or style of restaurant. However, it is important to consider the availability of onsite and adjacent parking when proposing the type and scale of the restaurant. The restaurant should also serve as a resource to patrons of the adjacent public outdoor space. A carryout window or similar should be considered to allow park patrons to purchase products from the restaurant. Outdoor Public Park or Public Plaza (OPTIONAL- REQUIRES HRA INPUT) The creation of an outdoor public space has long been identified as a “must have” for the site. This new outdoor space should create a welcoming environment for nearby employees, residents, customers and the general public to gather. This space must include opportunities for future public art, active placemaking activities and small scale events. This space must be directly accessed from Arcadia Avenue. This area could be configured as a publicly-owned park with passive recreation opportunities, or a privately owned plaza with extensive public use rights. Page 17 of 75 5146 Eden Avenue – Redevelopment Update Staff Report Page 4 Parking (for discussion only) The residential users should have on-site parking that is incorporated into the building design. At a minimum, the restaurant should have sufficient on-site parking for customers with disabilities, carryout/ curb-side pickup, product deliveries and waste removal. The adjacent public parking garage (aka Grandview Parking Garage) can be used as a resource for visitors to the site, including restaurant employees and customers and visitors to the park/plaza. Currently, the public parking garage is only partially full during week-day business hours (9 AM to 5 PM). The public garage is nearly empty weekdays after 5 PM and weekends. Unique Features ((OPTIONAL- REQUIRES HRA INPUT) If practical, the HRA prefers to engage creative partners that can create a unique mixed-use development that may feature one or more of these unique program elements: co-housing, passive house, mixed-income, community land trust, missing middle housing. Illustrative Example (for discussion only) These illustrations show how a combination of townhouses and multi-story condominiums or cooperative might fit on the site with a stand-alone restaurant and public park. While this should not be considered as the mandatory or preferred layout, it illustrates the general scale and feel of what might be acceptable to the HRA. Many other site layouts are possible and the HRA is open to many other arrangements. Page 18 of 75 5146 Eden Avenue – Redevelopment Update Staff Report Page 5 Site Layout and Conditions (DRAFT Outline for Discussion more flexibility may be preferred based on the direction from the HRA Board) The site is currently zoned for Industrial uses and guided for mixed-uses. None of the City’s typical zoning designations are suitable for this site. A rezoning to Planned Unit Development (PUD) is anticipated. The City’s standard development review process will apply to this site. The following site features should be considered in the proposal: •All elements on the site must be designed to create a walkable and connected environment •Site layout must incorporate the new pedestrian bridge constructed to improve access from the public parking garage •Site design must be in accordance with MN Accessibility Standard, ADA and PROWAG, as applicable •Height of 2-3 stories preferred adjacent to Eden and Arcadia Ave •Additional height should be located toward the center of the property, away from the public streets •Maximum roof height should not exceed the height of the adjacent Jerry’s office building •Typical setback from curb to building face should be between 20 and 30 feet and include the following elements: curb – landscaped boulevard – public sidewalk – landscape buffer – building face Page 19 of 75 5146 Eden Avenue – Redevelopment Update Staff Report Page 6 •Fire Department will need access lane on site •Deliveries and services must be accommodated on site without unusual disruption to the City roads. Selection Process (DRAFT Outline for Discussion – changes may be needed based on the direction from the HRA Board) The RFP will provide details of the selection process. Initial proposals will include only general information to simplify the submittal and encourage more parties to submit. The most compelling proposals will be asked to submit additional detail that will be available to the seller in selecting the preferred buyer. •<optional> transfer ownership back to the City and clean up title before issuing RFP •<optional> obtain general feedback from Planning Commission before releasing RFP •Issue RFP and publicize HRA’s interest in hearing new proposals •Staff to review proposals and issue summary for public and HRA review •Present to HRA in closed session to narrow field •Invite approximately 3-4 developers to provide more detailed information and present their proposal to the HRA in a public session •HRA to meet in closed session to discuss pros and cons of the proposals •HRA to meet in public session to announce the preferred developer and authorize staff to prepare a sales contract for redevelopment purposes •HRA to consider sales contract in public session # # # Page 20 of 75 5146 Eden Avenue Redevelopment Goals and Sales Process Staff Presentation to: Edina HRA Board January 16, 2025 For Discussion Housing & Redevelopment Authority Page 21 of 75 Introduction Housing & Redevelopment Authority The vacant 3-acre parcel is an untapped and desirable asset that can be monetized and revitalized. With clear expectations and focused priorities, this next sales effort has the best chance for a prompt sale and prompt redevelopment. A “Request for Proposal” is recommended to be issued to identify a new buyer and developer for the vacant property. Direction is sought so that the sales criteria and redevelopment expectations can be clearly identified and relayed to the interested buyers and general public. 2Page 22 of 75 Housing & Redevelopment Authority STARBUCK’S BUILDING AVIDOR SENIOR HOUSING PUBLIC PARKING GARAGE JERRY’S FOODS 5100 EDEN CONDO, COOP, OR RENTAL A combination of townhouses, condos, restaurant and park was preferred when discussed in May 2024 This illustration shows one example and is not the mandatory arrangement. Is this still the desired direction? Or should a wider variety of proposals be considered? 3Page 23 of 75 Direction needed for Prompt, Successful & Transparent Transaction Housing & Redevelopment Authority 1)Prioritize Speed of Sale or Sales Price? 2)Prioritize Speed of Sale or Alignment with Policies & Guiding Principles? 3)Create a Confident Sale amongst Challenging Regulatory Process 4)Require Mandatory Uses or Openness to Market Demand? 5)Include Ownership Housing or Rental Housing? 6)Encourage Complexity or Certainty? 7)Maintain Focus amidst Innumerable Details and Trade offs 8)Require Private Financing or Permit Limited Public Financing? 9)How should Sales Revenue be used? 10)Closing the Deal 4Page 24 of 75 1) Prioritize Speed or Sales Price Housing & Redevelopment Authority Fast Sale •Buyer accepts risk •No contingencies Highest Sales Price Should the sales process seek a fast sale at lower price? OR a typically paced sale with a higher potential sales price? If the HRA seeks revenue as soon as possible, a no contingency contract can be pursued quickly; but that will be accompanied by a lower sales price. A traditional competitive sales process will likely achieve a higher sales price but will take longer with a risk of not closing. 5Page 25 of 75 2) Prioritize Sale or Alignment to Policies & Guiding Principles Housing & Redevelopment Authority Over time, the City has adopted a variety of principles and policies to reflect the overall priorities of the community. Although well intended, these principles and policies add cost to most projects. Higher construction costs tends to reduces the land price. Should the sales criteria continue to express desire to comply with the Grandview 7 Guiding Principles, Affordability Policy and Sustainability Policy? Higher Sales Price Certainty to Close City Mandates 6Page 26 of 75 3) Confident Sale amongst Challenging Regulatory Process Housing & Redevelopment Authority Every redevelopment proposal will require a zoning change, likely using the City’s PUD process since none of the existing zoning designations align with the established preferences for the site. The City’s typical process requires investment of 3-6 months time and money by the prospective buyer with risk of being denied. By clearly stating the expectations for the site, the risk of being denied through the regulatory review process can be reduced. Which preferences should be included in the sales criteria to reduce the risk of being denied in the rezoning process? Higher Sales Price Certainty to Close Site Design Reasonable compromises Clear decision-making 7Page 27 of 75 4) Mandatory Uses or Openness to Market Demand Housing & Redevelopment Authority Previous discussions focused on 3-4 mandatory elements for the site – housing (preferably ownership and missing middle) – restaurant / hospitality destination – public park. This is a high bar that might not be able to be achieved in the desired timeframe. Narrow Types of Users Broad range of market users Should the sales criteria continue to designate these preferred uses OR is the HRA open to a broader range of proposals that might not include a restaurant or public park? 8Page 28 of 75 5) Ownership Housing or Rental Housing Housing & Redevelopment Authority In previous discussions, the HRA expressed a very strong preference for ownership housing like townhouses, condominiums or cooperatives. These types of projects can be challenging to finance and build. They can also take more time to finance. These projects frequently result in a lower land price to address the additional risk to the developer. If higher land price is desired, an openness to both ownership and rental might be more effective. Strong Ownership Preference Open to Owners and Renters Should the sales criteria continue to designate preferences for ownership housing OR is the HRA equally open to ownership and rental proposals? 9Page 29 of 75 6) Encourage Complexity or Certainty Housing & Redevelopment Authority Highly complex and creative deals can be exciting with great potential for partnerships and unusual outcomes but pose a higher risk to seller since they have lower certainty of securing financing and being constructed. Complexity •Undefined details •Risky deals •Multiple partners Certainty to close transaction and build new project(s) Should the sales criteria prioritize high complexity and creativity OR simplicity with an easier path to funded and built? 10Page 30 of 75 7) Maintain Focus amidst Innumerable Details and Trade offs Housing & Redevelopment Authority Big Picture •Sell land for $ •Deliver desirable project Details •Shape & size •Landscaping •Materials •Etc. etc. How can the process be shaped to allow clear decision making without second guessing every detail? What details are non- negotiable? The outcome of every redevelopment project includes countless details. Desiring to be good stewards of the community, the details are important to the HRA. Some of the details include trade-offs that must be carefully balanced. As the seller of land, the HRA can strive to maintain focus on the big picture goals, even if that means accepting some relatively minor trade offs in the process. If this were an easy process, it would have been completed already. 11Page 31 of 75 8) All Private Financing or Limited Public Financing Housing & Redevelopment Authority Private Financing •Equity •Mortgage debt Public Financing •TIF •Grants •Abatement •Waivers •Parking access This site is known to have some limitations and characteristics that have hindered redevelopment and impacted the purchase price. As a seller, the HRA could maximize sales revenue by providing limited and strategic public financing or other public resources like the adjacent parking garage. Is there any interest in considering the use of Public Financing tools for a limited portion of the project? Or should proposals assume that all financing (other than grants) be private? 12Page 32 of 75 9) How should Sales Revenue be used? Housing & Redevelopment Authority HRA Funds •Easier process •$ Limited to HRA functions City Funds •More rigid process •Greater flexibility to spend $ Land ownership was transferred from City to HRA to simplify the sales criteria and to create funds for future HRA projects in Edina. If property remains in HRA ownership, the use of the sales revenue is limited to HRA functions. If ownership of the parcel is transferred back to the City, the City has greater flexibility in the use of revenue, but the legal standards for a sale are more rigid. Should the sales revenue be directed to HRA programs or City programs? How should these funds be used? 13Page 33 of 75 10) Closing the Deal Housing & Redevelopment Authority Does a combination of public and “closed” meetings allow the HRA to select the best offer that results in a prompt sale and prompt redevelopment while being transparent to the community? Selecting the prospective buyer for publicly-owned real estate can be challenging. There are some discussions that should (and must) be held in a public setting while other sensitive conversations with pricing details can be held in private to maintain the leverage as a seller in a competitive environment. In addition to pre-scheduled meetings, some additional meetings may be needed to ensure a prompt closing. Staff recommends a combination of public meetings along with some “closed” meetings to discuss the pros and cons of purchase offers to secure the best outcome for the community. Final decisions will take place in a public meeting open to the public. 14Page 34 of 75 Final Concerns and Suggestions Housing & Redevelopment Authority Are there any other preferences or suggestions that staff should include in the Request for Proposal that is distributed to prospective buyers and developers? Staff recommends issuing the Request for Proposal in the next month so that a transaction can be pursued in the next year. The selection process will take approximately 3 months, the sketch plan process an additional 2 months, and “preliminary” re-zoning another 3-4 months. Additional time is needed to secure the “final” rezoning, secure financing prepare construction plans and receive a building permit before a traditional transaction occurs. 15Page 35 of 75 d ITEM REPORT Date: January 16, 2025 Item Activity: Information Meeting: Housing & Redevelopment Authority Agenda Number: 7.3 Prepared By: Bill Neuendorf, Economic Dev Mgr Item Type: Report & Recommendation Department: Community Development Item Title: HRA 2024 Year in Review Action Requested: No action required; for informational purposes only. Information/Background: Each year, the HRA publishes a "Year in Review" document that summarizes activities conducted and completed over the previous year. The report also includes the cumulative performance of projects that were funded by the HRA. The data in this document is compiled from several different sources to include details in one document. Resources/Financial Impacts: NA Relationship to City Policies: Tax Increment Financing Policy Supporting Documentation: 1. Edina HRA year in review 2024 final draft Page 36 of 75 HOUSING AND REDEVELOPMENT AUTHORITY 2024 - YEAR IN REVIEW OVERVIEW The Edina Housing and Redevelopment Authority (HRA) was established in 1974 for the purpose of undertaking urban redevelopment projects and assisting with the development of affordable housing. The members of the Edina City Council serve as Commissions of the Board of the HRA. The Edina City Manager serves as Executive Director of the HRA. From time to time, additional services are provided to the HRA by City staff as part of their regular job duties. The HRA also uses third-party professionals to provide expertise on specific matters that require specific expertise including the preparation of legal and financial agreements and to provide required monitoring and reporting oversight. This report has been prepared by City of Edina staff to highlight activities and accomplishments in the past year. This report also contains updated project information that may shape upcoming activities and programs of the HRA. 2024 HRA COMMISSIONERS The members of the Edina City Council also serve as the Board of Commissioners of the HRA. • James Hovland, Chair • Kate Agnew, Vice Chair • James Pierce, Secretary • Carolyn Jackson • Julie Risser MAJOR 2024 ACCOMPLISHMENTS • Completed construction of First Bank & Trust regional headquarters located in the Pentagon Village site. Although this project is in a TIF District, it was privately funded with no direct TIF support. Completed construction of Maison Green Apartments and Starling restaurant located in the Eden Willson TIF District. The apartment building includes 20 affordable units in addition to 176 luxury market rate units. • Continued construction of The Finch mixed use apartments at 4620 W. 77th Street. This project will transform a vacant office parcel into new mixed-income housing with street level commercial space and multiple new public trail and roadway connections to Fred Richards Park. The new building will include 23 affordable housing units and an additional 110 attainable housing units. The remainder will be market- rate. The City & HRA entered into a TIF Redevelopment Agreement to use TIF and SPARC to supplement the private financing of this project. Page 37 of 75 2024 Edina HRA – Year in Review Page 2 • Completed the pedestrian bridge and public sidewalk to connect the Grandview public parking garage with the future development on the east side of the railroad tracks. This route also connects businesses east of the railroad tracks with the existing parking garage. This project implements one of the goals of the 2012 Grandview Framework. The project was funded by the Grandview 2 TIF District. • Completed the final phase of roadway improvements east of Hwy 100 near the Eden & Willson roundabout. This completes the public roadway improvements funded with revenue from the Eden Willson TIF District. • Delivered a study about the impact of TIF to school districts. • Delivered a Feasibility Report regarding a potential grade-separated pedestrian route (aka underpass) in the 7200 block of France Ave that would connect the South Cornelia and Parklawn neighborhoods with the Centennial Lakes neighborhood. • Closed on 25 “Come Home 2 Edina” down payment assistant mortgages of which 3 also used Edina’s First Generation homebuying mortgage program. • Continued the Affordable Ownership Preservation Program by assisting Homes Within Reach (aka West Hennepin Affordable Housing Land Trust) and Twin Cities Habitat for Humanity in acquiring an additional 4 houses to be rehabilitated and placed into a 99-year ground lease. In 2023, 2 homes were completed and sold to homeowners. This program has slowed from previous years partly due to limited inventory. CITY STAFF SUPPORT The HRA does not directly employ any staff. Administrative support for the HRA is carried out by members of the City staff. These HRA duties are in addition to the other duties carried out by City staff. City staff includes: • Scott Neal, City Manager and HRA Executive Director • Cary Teague, Community Development Director • Stephanie Hawkinson, Affordable Housing Development Manager • Bill Neuendorf, Economic Development Manager • Addison, Lewis, Community Development Coordinator • Liz Olson, Administrative Support Specialist • Pa Thao, Finance Director • Nelly Chick-Brewer, Assistant Finance Director • Chad Milner, City Engineer Page 38 of 75 2024 Edina HRA – Year in Review Page 3 External Support, as needed • Affordable Housing Connections – affordable housing compliance advisors • Campbell Knutson – general legal advisors • Dorsey & Whitney – redevelopment legal advisors • Edina Housing Foundation – affordable housing policy advisor and manager of mortgage programs • Ehlers Associates – financial advisors OVERVIEW OF REDEVELOPMENT ACTIVITY This past year was another active year in the commercial and multi-family construction industries albeit slower than previous years. The capital markets that finance large new construction projects continued to be very as equity and institutional investors sought out lower risk investments that delivered attractive returns. This was reflected in the ongoing challenges to secure private financing for two large projects that the HRA pledged to support. Despite the “pause”, several developers are still pursuing new projects to keep making progress in the future. Demand for single-family houses continues to be good in Edina. While higher mortgage rates hindered some new buyers, the lack of available housing supply had the most impact on single-family transactions in Edina. Most redevelopment in Edina occurs on properties that were originally developed decades ago. The aging structures on these properties typically have not kept pace with the needs or expectations of the current marketplace. Most redevelopment in Edina is privately funded. The HRA does participate in project financing when the project is determined to be unfeasible without public financial intervention and when the proposed project delivers long-term community benefits that would not otherwise be funded in the City’s budget. Most of the 60+ major redevelopment projects constructed since the recovery from the Great Recession have been privately funded. TAX INCREMENT FINANCING DISTRICTS As of year-end 2024, Edina has twelve active TIF districts. One new TIF District was established this year at 7235 France Ave. Key details of Edina’s active TIF districts are summarized below: Name Type Size (acres) Year Approved Certification Date First Collection Expiration Year 4040 W. 70th Street Special Housing, 20-years 1.58 2021 11-30-2021 2025 2045 44th and France #2 Renewal, 15-years 1.0 2018 12-21-2018 2021 2036 50th and France #2 Redevelopment, 25-years 2.8 2017 6-29-2017 2020 2045 70th and France Renewal, 15-years 5.8 2022 6-20-2022 2026 2041 72nd and France #2 Redevelopment, 25-years 5.2 2023 6-23-2023 2026 2051 Page 39 of 75 2024 Edina HRA – Year in Review Page 4 Name Type Size (acres) Year Approved Certification Date First Collection Expiration Year 72nd and France #3 Redevelopment, 25-years 8.0 2024 Pending 2028 2053 Amundson Avenue Special Housing, 20-years 1.2 2019 3-2-2020 2022 2042 Eden Willson Redevelopment, 25-years 11.9 2021 6-20-2022 2025 2050 Grandview #2 Redevelopment, 25-years 10.8 2016 3-17-2016 2020 2045 66 West Housing – 25 years 0.9 2016 6-28-2016 2019 2044 West 76th Street Special Housing, 20-years 2.0 2018 12-21-2018 2022 2042 Pentagon Park Redevelopment, 25-years 47 2014 6-30-2014 2018 2043 In general, Edina uses TIF to a lesser extent than neighboring communities. For property taxes paid in 2024, only 1.6% of Edina’s property tax base was included in a TIF District. This value fluctuates each year as the redevelopment sites mature. For 2024, the tax base included in the TIF Districts is approximately the same as the two previous years and a significant decrease from 2021 (5.0%). Maps and graphs to illustrate the use of TIF in Edina are attached as Exhibits A and B. More detailed information regarding each TIF District is contained in the Annual Report submitted to Minnesota’s Office of the State Auditor in July. Those reports are available upon request from the City or State. INCREMENTAL PROPERTY TAX COLLECTIONS Incremental property taxes are being collected in 7 of the 11 TIF Districts. The amount of incremental taxes is calculated by Hennepin County. The amount collected in each District is summarized below. The 2023 estimates are based on the most recent information available from Hennepin County. These figures may adjust slightly if Hennepin County provides a final distribution. It should be noted that these “incremental” taxes do not include the base property taxes that are distributed to each of the taxing districts like the County, City and School Districts. Similarly, the amounts shown below do not include other taxes paid by commercial and industrial property owners that are distributed to the State of Minnesota and contributed into the fiscal disparity pool that is shared with other municipalities in the Twin Cities metro region. Page 40 of 75 2024 Edina HRA – Year in Review Page 5 TIF District Name & Number 2019 2020 2021 2022 2023 2024 Southdale 2 (#1208-1209- 1210) INACTIVE $6,104,336 $5,751,287 $6,670,723 -$256,600* -$105,276* NA Pentagon Park (#1211) $445,174 $380,452 $529,365 $534,592 $527,032 $1,155,959 Grandview 2 (#1212-1213) $77,768 $183,889 $534,481 $576,949 $598,588 $806,339 66 West (#1214) $610 $2,736 $15,813 $7,982 $14,111 $15,711 50th & France 2 (#1215) NA $59,476 $496,140 $607,283 $723,704 $823,409 44th & France 2 (#1216) NA NA $38,786 $219,440 $232,885.02 $254,251 70th & France (#1221) NA NA NA NA NA NA 72nd & France (#1218) INACTIVE NA NA NA NA $320** NA 72nd & France 2 (#1223) NA NA NA NA NA NA 72nd & France #3 (#TBD) NA NA NA NA NA NA West 76th St (#1217) NA NA NA NA $36,735 $55,588 Amundson (#1219) NA NA NA $22,698 $50,588 $54,930 4040 W. 70th Street (# 1220) NA NA NA NA NA $9,989 Eden Willson (# 1222) NA NA NA NA NA NA * Refund of 2020 and 2021 property tax appeals. ** 72nd and France was issued $320 payment in error. The funds were returned to Hennepin County in 2023. Source: Hennepin County Tax Increment Finance Settlement statement dated 11-26-2024 POOLED INCREMENT AVAILABLE FOR AFFORDABLE HOUSING PROJECTS & RELATED EXPENSES Minnesota statutes allow a portion of the incremental taxes to be pooled within or outside the boundaries of the TIF District to support other qualified expenses. Edina’s TIF policy recommends that incremental taxes not needed to pay debt obligations be pooled to support affordable housing and other eligible expenses in Edina. The following table summarizes the monies currently available to pool to other projects in Edina. TIF District Name & Number 2022 2023 2024 Southdale 2 De-certified (#1208-1209-1210) NA $257,294 $257,294 66 West (#1214) $0 * $0* $0* West 76th St (#1217) NA $0 $0 Amundson (#1219) $22,698 $50,588 $72,333 4040 W. 70th Street (#1220) NA NA $0 * Increment anticipated to be used to repay outstanding debt to Southdale 2 rather than pooled to new affordable housing expenses Page 41 of 75 2024 Edina HRA – Year in Review Page 6 HRA INTERFUND LOANS From time-to-time, funds from one HRA or City account are loaned to another account. Current interfund loans are identified below. Borrowed From Loaned to Purpose and Date Principal Amount Interest Status Centennial Lakes Fund Grandview 2 Fund Redevelopment planning, 7-17- 2018 $500,000 4.0 % Res. 2018-64; Active Centennial Lakes Fund 50th & France #2 Fund Building demolition and expansion of North Parking Ramp, 10-17-2017 $4,150,000 4.0 % HRA Res. 2017-08; Active Centennial Lakes Fund Eden Willson Engineering design for upcoming roadway improvements, 9-7- 2022 $500,000 4.0 % HRA Res. 2022-09; Active Southdale 2 Fund 66 West Fund Loan to support construction of affordable housing at 3330 W. 66th Street $275,000 0.0 % HRA RDA 4-5-2016; Active; Repaying approximately $10,000 annually since 2021 City Construction Fund via GO Bond Series 2024A Eden Willson Construction of Eden-Grange- Willson intersection and roadway improvements on Grange, Eden and 50th $5,375,000 5.0% HRA Res 2023-06 and 2024-04; Active TIF NOTES ISSUED TO PRIVATE DEVELOPERS When Edina uses Tax Increment Financing for privately owned projects, TIF Notes are usually pledged. The Notes are payable only after successful completion of the project. This method retains the financial risk with the real estate developer. If the project is not successfully completed, the City/HRA are not responsible for payments on the Note. The status of current TIF Notes issued to private developers is summarized in the following table. TIF District Private Developer & Date of Agreement Total Private Investment Description of Pledge (Principal & Interest Rate) Status of TIF Pledge Completion Certificate Issued Note Issued Interest Bearing Paya ble Pentagon Park Solomon Real Estate / Hillcrest Development dba Pentagon Village LLC (10-16-2018) Approx $20 M as of 2019 (not including new construction on Lots 3 & 4 by other developers) Note A: $9.0 M; 6.0% 7-9-19 7-12-19 Yes beginning 8-1-2020 Yes Note B: $5.4M; 6.0% 7-9-19 7-12-19 Yes beginning 5-1-2022* * Yes Note C: $3.7 M; 6.0% 7-9-19 7-12-19 No No Page 42 of 75 2024 Edina HRA – Year in Review Page 7 TIF District Private Developer & Date of Agreement Total Private Investment Description of Pledge (Principal & Interest Rate) Status of TIF Pledge Completion Certificate Issued Note Issued Interest Bearing Paya ble Solhem Companies dba 4620 LLC (12- 20-2022) $84.9 M est. $7.35 M; 6.0% PENDING Pending Pending No No Grand view 2 NONE NA NA NA NA NA NA 66 West Beacon Interfaith Housing Collaborative (4-5- 2016) $10.5 M $550,000* 6-6-2017 NA NA NA 50th & France 2 Buhl Investors and Saturday Properties dba Edina Market Street, LLC (6-27-17) $78.5 M $10.1 M; 6.0% 1-31-2021 1-11- 2018 Yes Beginning 1-31-2021 Yes 44th & France 2 Orion Investments and United Properties dba Orion 4500 France, LLC (12-18-2018) $30.5 M $2.295 M; 5.0% 5-10-2021 5-10- 2021 Yes beginning 5-10-2021 Yes 70th & France Site A: MDI France Avenue, LLC aka Mortenson Development (6-30- 2022) $138.7 M est. NTE $5.0 M; 4.25% PENDING Pending Pending No No Sites B & C: MDI France Avenue, LLC aka Mortenson Development and/or Orion Investments (6-30- 2022) $115.3 M est. NTE $17.0 M; 4.25% PENDING Pending Pending No No 72nd & France INACTIVE France Equities, France Equities II and CPEC Exchange 39560 & 39561 LLC (4-16-2019) $0 In default NTE $ 12 M; NTE 5.5% In default In default No No 72nd & France 2 7250 France Group, LLC (4-18-2023) $85.6 M est. NTE $7.55 M; 6.50% Pending Pending No No Page 43 of 75 2024 Edina HRA – Year in Review Page 8 TIF District Private Developer & Date of Agreement Total Private Investment Description of Pledge (Principal & Interest Rate) Status of TIF Pledge Completion Certificate Issued Note Issued Interest Bearing Paya ble 72nd & France #3 Edina Enclave, LLC NW Lot 1 Element (11-19-2024) $56.8 M est. NTE $4.56 M; 6.5% Pending Pending No No Edina Enclave, LLC E Lot 2 Element (11-19-2024) $147.3 M est. NTE $12.34 M; 6.5% Pending Pending No No Lifestyle Communities, LLC SW Lot 3 Element (11-19-2024) $105.85 M est. NTE $5.97 M; 6.5% Pending Pending No No West 76th St AEON dba The Sound on 76th Limited Partnership (1-14-2021) $23.7 M $798,000; 4.25% 10-18-22 5-2-23 Yes Beginning 5-2-23 Yes Amund- son NONE NA NA NA NA NA NA 4040 W. 70th Street Lupe / Ecumen dba 4040 West 70th Street Apartments (4-7-2022) $32.97 M est $1.503 M; 4.0% Pending Anticipated 2025 Anticipated 2025 Pending No Eden Willson Reuter Walton dba Eden Avenue Group, LLC (11-3- 2021) $84 M est NTE $5.1 M; NTE 4.0% Anticipated 2025 Anticipated 2025 Pending No * Agreement with Beacon Interfaith was for two payments upon closing and upon completion of building shell of affordable housing development * * This date was inaccurately stated in the 2023 report and is corrected in 2024. PAYMENTS MADE ON TIF NOTES After a project is successfully completed and the project begins to pay incremental property taxes, the applicable TIF Note becomes payable. Payments are typically made twice annually to reflect the property tax payment structure in Hennepin County. The following table summarizes recent payments on current TIF Notes. TIF District Private Developer Principal and Interest Rate of TIF Note TIF Payments Made Previous (2020-23) 2024 Cumulative Pentagon Park Solomon Real Estate / Hillcrest Development $9.0 M; 6.0% $319,217.83 $ 158,424.16 $477,641.99 $5.4 M; 6.0% $145,315.20 $ 86,547.70 $231,862.90 Page 44 of 75 2024 Edina HRA – Year in Review Page 9 TIF District Private Developer Principal and Interest Rate of TIF Note TIF Payments Made Previous (2020-23) 2024 Cumulative dba Pentagon Village LLC $3.7 M; 6.0% $0 $0 $0 Solhem Cos dba 4620 LLC $7.35M; 6.0% PENDING NA NA NA Grandview 2 NONE - TIF used for public infrastructure NA NA NA NA 66 West Beacon Interfaith Housing Collaborative NA NA NA NA 50th & France 2 Buhl Investors and Saturday Properties dba Edina Market Street, LLC $10.1 M; 6.0% $1,149,013.30 $696,200.92 $1,845,214.22 44th & France 2 Orion Investments and United Properties dba Orion 4500 France, LLC $2.295 M; 5.0% $319,747.91 $219,211.19 $538,959.10 70th & France Site A: MDI France, LLC NTE $5.0 M; 4.25% PENDING NA NA NA Site B & C: MDI France, LLC NTE $17.0 M; 4.25% PENDING NA NA NA 72nd & France 2 Orien Investments dba 7250 France Group, LLC NTE $7,550,000 PENDING NA $0 $0 72nd & France #3 Enclave Development dba Edina Enclave, LLC NW Lot 1 Element NTE $4.56 M; 6.5% PENDING NA NA NA Edina Enclave, LLC E Lot 2 Element NTE $12.34 M; 6.5% PENDING NA NA NA Lifestyle Communities, LLC SW Lot 3 Element NTE $5.97 M; 6.5% PENDING NA NA NA West 76th St AEON dba The Sound on 76th Limited Partnership $798,000; 4.25% $0 $58,075.80 $58,075.80 4040 W. 70th Street Lupe / Ecumen dba 4040 W 70th St Apartments LP $1.503 M; 4.0% PENDING $0 $0 $0 Page 45 of 75 2024 Edina HRA – Year in Review Page 10 TIF District Private Developer Principal and Interest Rate of TIF Note TIF Payments Made Previous (2020-23) 2024 Cumulative Eden Willson Reuter Walton dba Eden Avenue Group, LLC NTE $5.1 M with interest NTE 4.0% PENDING $0 $0 $0 * Per each TIF Redevelopment Agreement, payments are only due IF the property generates sufficient growth in property taxes to make Note payments. If the property does not generate sufficient incremental property taxes, no payments are due. OTHER INVESTMENTS MADE WITH TIF FUNDS From time to time, the City/HRA provides financial support using “pooled” TIF funds. The use of these funds advance community goals within the scope of the HRA. The recent and anticipated payment obligations for these special funds are summarized in the following table. Source of Funds Private Party (Date of Agreement) Location and General Description of Project and Funding Amount and type Status Southdale 2 (pooled) AEON dba Villa Nova Preservation Joint Venture (4-25-2019) 7008 Sandell – preservation of 11 units of affordable housing $350,000 grant Completed in 2019. MWF Properties dba Amundson Flats LP (6-11-2020) 7075 Amundson Ave - redevelopment of vacant commercial site with 62 units of mixed income affordable housing; site was acquired by HRA and resold at lower price to make the project viable $700,000 land write down Completed in 2021. Edina Housing Foundation 4040 W. 70th St – acquisition of outdated office building for redevelopment as permanent affordable housing $3,650,000 forgivable loan Acquisition completed in 2021. Project completed in 2023. Lupe / Ecumen dba 4040 W 70th St Apartments LP 4040 W. 70th St – development of 118 units of affordable senior housing $1,336,901 deferred mortgage (40-years) Completed in 2023. AEON dba The Sound on 76th LP 4100 W. 76th St – redevelopment with 70 units of mixed-income affordable housing $2,400,000 deferred mortgage (40-years) Completed in 2022. Page 46 of 75 2024 Edina HRA – Year in Review Page 11 SPARC PROGRAM FUNDS In 2021, a new program was created to attract new private investment, renew underperforming properties and create jobs in Edina. It was created using one-time statewide legislation available to all cities. The program is known as Special Projects and Redevelopment Capital (SPARC) Fund. The SPARC program is funded from $9.3 million of incremental property taxes that were previously collected in the Southdale 2, Pentagon Park and 70th & Cahill TIF Districts. No additional tax levy is required to fund this program. In accordance with Minnesota statute, these funds can be used to support new private investment that creates permanent or temporary jobs during the construction of a new building or renovation of an existing building. All funds must be invested by December 31, 2025. Source of Funds Private Party (Date of Agreement) Location and General Description of Project and Funding Amount and type Status Southdale 2, continued (pooled) Metropolitan Council HRA (8-12-2021) Funding for Family Affordable Housing Program –acquisition and rehabilitation of houses in Edina which are leased at affordable rates $2,000,000 forgivable loan (25- years) Completed in 2022. Affordable Housing Trust Fund To support Affordable Ownership Preservation Program $1,200,000 Committed to Twin Cities Habitat for Humanity Pentagon Park (Pooled) Solhem Companies dba 4620 LLC (12-20-2022) Redevelopment of vacant office building with new 276 unit apartment, of which 28 units are affordable and an additional 100 units of “attainable” housing included. $7.35 MM Under construction Private Party (Date of Agreement) Description of Project and Funding Amount and type Status Mann Theatres dba Brainerd Entertainment aka Edina Theaters (9-7-2022) 3911 W. 50th St –$2.5M privately financed complete renovation of vacant theater including historic sign; HRA funds forgivable after Mann initiates the lease renewal option; partially forgivable if lease terminated earlier $351,000 forgivable loan Project complete; theater reopened 10-1-2022; Loan funds issued Dec 2022 Page 47 of 75 2024 Edina HRA – Year in Review Page 12 Private Party (Date of Agreement) Description of Project and Funding Amount and type Status The HRA completed public improvements to sidewalks and the parking garage to align with the reopening of the theater. $450,000 Public infrastructure work completed Edina Chamber of Commerce aka Edina Innovation Lab (11-17-2022) 7201 Metro Blvd – Up to $800k for construction build-out of vacant office space; partially forgivable if private fundraising and MBE / WBE goals achieved $610,767 loan with up to $250k forgivable Occupancy in September 2023 Solhem Companies dba 4620 LLC (12-20-2022) 4620 W. 77th St – Redevelopment of vacant office building with new 276 unit apartment project priced for mixed- incomes. Site work includes construction of a new public roadway that connects W 77th St to the rear parking area and to Fred Richards Park $2.0 M forgivable loan as needed for construction of public roadway Construction began in 2023. Buhl Investors dba Buhl 3906 , LLC 3916 W. 50th Street (lower level) – Remodeling of vacant lower level commercial space to attract new restaurant with live music venue. Shell building needs handicapped accessible lift and other core improvements to allow the lower level space to be occupied by a new business. $225,000 forgivable loan TBD Owner is negotiating final lease terms with prospective tenant; construction anticipated 2025. Funds only provided after project is confirmed to proceed. The HRA was authorized to make public improvements to adjacent sidewalks and public areas to align with the re- occupancy of the vacant space. $150,000 Pending Oh Crepe, LLC (5- 16-2024) Renovate vacant tenant space at 4408 France Avenue for new café with ADA entrance and energy efficient storefront glazing $18,767 grant Completed Arbor Properties, dba Sunnyside Properties (5-16- 2024) Repave parking lot at 4408 France Avenue for new café to improve ADA parking and access to rear doorways $24,000 grant Pending Enclave Edina, LLC and Lifestyle Communities, LLC (11-19-2024) 7235 France Ave – redevelop the site with four new mixed-use buildings. SPARC funds may be provided to offset the principal amount of TIF Notes pledged to the site. Up to $1.5 million forgivable loan Pending Page 48 of 75 2024 Edina HRA – Year in Review Page 13 MAJOR CONSTRUCTION CONTRACTS ISSUED From time to time, the City/HRA issues public debt and/or construction contracts related to redevelopment efforts in TIF Districts. Depending on the scope of work, contracts for professional services like engineering, architecture and construction administration are also awarded. The recent and anticipated payment obligations of the Grandview 2 and Eden-Willson TIF Districts are summarized in the following table. No such obligations have been made from the other TIF Districts. TIF SPENDING – BUDGET VERSUS ACTUAL When a TIF District is established, a budget is created based on the purpose and objectives of the individual TIF District. The budget categories are established by the State of Minnesota. The budget amounts for each line item are estimates only. The actual amount spent can be shifted among these line items provided that the total cumulative expenditures do not exceed the total amount of the approved budget. The budgets of the active TIF Districts are summarized in the following table. Four of the TIF Districts (70th and France, 72nd & France 2, and Eden/Willson) have not begun to collect increment and have not incurred Project Costs per the OSA reporting methodology. Details can be found in the TIF Reports submitted to the Minnesota Office of the State Auditor (OSA) each summer. Private Party (Date of Agreement) Description of Project and Funding Amount and type Status France Property Partners (TBD) 7200 France Ave – redevelop the site with new apartment building with 15 units that are permanently affordable. SPARC financing awarded. Up to $4,862,458 forgivable loan Pending TIF District Private Contractor (Name & City) Description of Work Contract Amount Date of Contract Status Eden Willson S. M. Hentges & Sons, Inc (Jordan, MN) 50th St and Grange Rd improvements (ENG 24-5) $2,694,184 3-14-2024 Completed SEH Construction administration for ENG 24-5 (50th St and Grange Rd) $247,400 5-16-2024 Completed Page 49 of 75 2024 Edina HRA – Year in Review Page 14 TIF District (Approved Date) Approved TIF Plan Budget Cumulative Project Costs (July 2023 OSA report, Line 21) TIF Project Costs (Sub-Total) Spending Categories for Project Costs Interest Cost Maximum Total Costs Southdale 2 Inactive (4-17-2012 to 9-9-2021) 32,448,409 Land/Building Acquisition; Site Improvements / Preparation; Affordable Housing; Utilities; Other Qualifying Improvements; Administrative Costs 1,500,000 33,948,409 $11,619,585 (34% of Max) Pentagon Park (2-18-2014) 90,545,791 Land/Building Acquisition; Site Improvements / Preparation; Utilities; Other Qualifying Improvements; Administrative Costs 80,032,553 170,578,344 $18,345,243 (11% of Max) Grandview 2 (3-2-2016) 21,170.290 Land/Building Acquisition; Site Improvements / Preparation; Utilities; Other Qualifying Improvements; Administrative Costs 14,556,934 35,727,224 $8,547,405 (24% of Max) 66 West (4-5-2016) 597,575 Site Improvements / Preparation; Other Qualifying Improvements; Administrative Costs 0 597,575 $282,584 (47% of Max) 50th & France 2 (6-20-2017) 16,692,088 Land/Building Acquisition; Site Improvements / Preparation; Utilities; Other Qualifying Improvements (public parking); Administrative Costs 14,679,657 31,371,745 $14,681,385 (47% of Max) 44th & France 2 (10-16-2018 2,884,407 Site Improvements / Preparation; Affordable Housing; Utilities; Other Qualifying Improvements (public parking); Administrative Costs 1,200,366 4,084,773 $2,322,996 (57% of Max) 70th & France 28,957,256 Land/Building Acquisition; Site Improvements / Preparation; Utilities; Other Qualifying Improvements (public parking); Administrative Costs 10,604,929 39,562,185 NA 72nd & France (3-19-2019) DE- CERTIFIED 17,675,232 Land/Building Acquisition; Site Improvements / Preparation; Affordable Housing; Utilities; Other Qualifying Improvements; Administrative Costs 10,734,901 28,410,133 $0 Page 50 of 75 2024 Edina HRA – Year in Review Page 15 TIF District (Approved Date) Approved TIF Plan Budget Cumulative Project Costs (July 2023 OSA report, Line 21) TIF Project Costs (Sub-Total) Spending Categories for Project Costs Interest Cost Maximum Total Costs 72nd & France 2 (4-18-2023) 16,870,078 Land/Building Acquisition; Site Improvements / Preparation; Affordable Housing; Utilities; Other Qualifying Improvements; Administrative Costs 17,093,380 33,963,458 NA 72nd & France #3 (date TBD) $41,443,283 Land/Building Acquisition; Site Improvements / Preparation; Affordable Housing; Utilities; Other Qualifying Improvements; Administrative Costs $39,539,652 $80,892,935 NA West 76th Street (11-20-2018) 1,400,626 Affordable Housing; Administrative Costs 759,752 2,160,378 $799,182 (37% of Max) Amundson (12-17-2019) 1,153,434 Affordable Housing; Administrative Costs 549,767 1,703,200 $1,489 (0% of Max) 4040 W. 70th Street (8-4-2021) 3,392,149 Affordable Housing; Administrative Costs 0 3,392,149 $0 Eden Willson (11-3-2021) 14,934,231 Land/Building Acquisition; Site Improvements / Preparation; Affordable Housing; Utilities; Other Qualifying Improvements; Administrative Costs 7,801,038 22,735,269 NA Page 51 of 75 2024 Edina HRA – Year in Review Page 16 PUBLIC BENEFITS DELIVERED WITH TIF REDEVELOPMENT Edina’s TIF policy does not intend to use TIF merely to encourage private investment. Instead, TIF is considered when the completed project can deliver measurable long-term benefits to the general public in Edina. The table below summarizes some of key public benefits delivered with TIF. X = Complete P = Pending TIF District Name Type of Public Benefits Delivered Increase Property Tax Base Stimulate reinvestment in other properties Remove substandard buildings Environmental Remediation Job Creation Affordable Housing Public Parking Public Roadway Improvements Utility Improvements Streetscape Improvements Bike / Ped Improvements Other Roadway Improvements Plaza or Green Space Public Art Other Southdale 2 (De-certified) X X X Pentagon Park P P X X P X X X X X Grandview 2 X X X X X X X X X 66 West X X X 50th & France 2 X X X X X X X X X X X X 44th & France 2 X X X X X X X X X 70th & France P P X X P P P P P P P P 72nd & France 2 P X X P P P P P P P 72nd & France #3 P P P P P P P P P P P P West 76th St X X X X Amundson X X X X X 4040 W. 70th Street X X X X X Eden Willson X X X X X X X X X X Page 52 of 75 2024 Edina HRA – Year in Review Page 17 TIF FUND BALANCE Edina creates a separate account or “fund” to accurately monitor the revenues and expenses of each TIF District. After TIF Districts are decertified, remaining funds (if any) are returned to Hennepin County for redistribution to the City, School District and County. For some older TIF Districts (Centennial Lakes and 70th & Cahill), Minnesota Statutes allow the fund balance to remain in the TIF Fund to support additional redevelopment efforts. In 2021, new Minnesota legislation allowed fund balances to be retained for future expenditures that follow the adopted Spending Plan. The most recent and previous years audited fund balances are shown below. TIF District Name & Number 12/31/2020 Balance (audited) 12/31/2021 Balance (audited) 12/31/2022 Balance (audited) 12/31/2023 Balance (audited) Notes Centennial Lakes (#1203) Inactive $7,346,662 $7,348,337 $7,227,247 $6,610,150 Decertified in 2014; older district allowed to retain balance for other improvements; $5.15 M of the balance was used for interfund loans and is pending future repayment 70th & Cahill / Wooddale Valleyview (#1207) INACTIVE $344,479 $342,892 $0 $0 Decertified in 1999; older district allowed to retain balance for other improvements Southdale 2 (#1208- 1209-1210) Decertified $16,328,679 $24,234,205 $11,265,673 $11,741,844 Decertified 12/31/2021; MN legislation allows balance to be used for affordable housing and other improvements (SPARC) through 12/31/2025 Pentagon Park (#1211) $696,099 $1,203,637 $682,760 $968,286 Grandview 2 (#1212- 1213) $498,072 $7,178,912 $3,235,330 $1,119,052 Includes revenue issued with 2021 bond 66 West (#1214) $23,808 $25,844 $23,310 $1,461 Subject to interfund loan repayment 50th & France 2 (#1215) $52,088 $254,042 $337,634 $439,721 Subject to interfund loan repayment 44th & France 2 NA $16,207 7,307 $22,056 70th & France NA NA NA NA First collection anticipated in 2025 72nd & France 2 NA NA NA NA First collection anticipated in 2026 72nd & France #3 NA NA NA NA First collection anticipated _______ West 76th St (#1217) $11,093 $10 $0 $4,077 Amundson $0 $0 $21,894 $72,333 Intended to be pooled for future affordable housing project 4040 W. 70th Street NA NA NA NA First collection anticipated in 2025 Eden Willson NA NA $447,110 -$2,436,006 First collection anticipated in 2025; includes debt obligation for intersection construction Sources: City of Edina 2020 CAFR (page 105); 2021 CAFR (page 106); 2022 CAFR (page 107); 2023 ACFR (pages 118-119) Page 53 of 75 2024 Edina HRA – Year in Review Page 18 SPARC PROGRAM SUMMARY OF LOANS AND GRANTS The SPARC program began in 2021 with a balance of $9.3 million generated by the Southdale 2 TIF District. Funds can be issued as a direct expenditure, traditional loan, forgivable loan, or grant. Project (date approved) Brief Description & Status Funding Amount Max. Amount Forgivable (actual) Amount Repaid Balance Due 2024 Cumulative Mann Theatres dba Brainerd Entertainment, LLC (9-7- 2022) Restoration of Edina Theater at 3911 W. 50th St; up to $351,000 pledged at 4.0% unless forgiven in year 6 of the lease $351,000 $351,000 (TBD) $0 $0 TBD Edina Chamber of Commerce dba Edina Innovation Lab (11-17-2022) Construction of Edina Innovation Lab at 7201 Metro Blvd up to $800k pledged at 2.0% interest unless partially forgiven by YEAR - completed December 2023 $650,767 $250,000 ($100,980.50 to date) $88,691.16 $88,691.16 $469,222.87 Buhl Investors dba Buhl 3906, LLC (11-16-2023) Construction loan for renovation of vacant commercial space at 3916 W. 50th St. – up to $225k pledged; forgivable if terms satisfied – project is in pre- development phase and anticipated to proceed in 2024 TBD TBD TBD TBD TBD Oh Crepe, LLC (5-16-2024) Renovate vacant tenant space at 4408 France Avenue for new café with ADA entrance and energy efficient storefront glazing $18,767 $18,767 NA NA NA Arbor Properties, dba Sunnyside Properties (5-16-2024) Repave parking lot at 4408 France Avenue for new café to improve ADA parking and access to rear doorways Up to $24,000 Pending NA NA NA Page 54 of 75 2024 Edina HRA – Year in Review Page 19 Project (date approved) Brief Description & Status Funding Amount Max. Amount Forgivable (actual) Amount Repaid Balance Due 2024 Cumulative Enclave Edina, LLC and Lifestyle Communities, LLC (11-19-2024) 7235 France Ave – redevelop the site with four new mixed- use buildings. SPARC funds may be provided to offset the principal amount of TIF Notes pledged to the site. Up to $1.5 million Up to $1.5 million NA NA NA France Property Partners (TBD) 7200 France Ave – redevelop the site with new apartment building with 15 units that are permanently affordable. SPARC pledged in lieu of TIF. Up to $4,862,458 Up to $4,862,458 NA NA NA Solhem Companies dba 4620 LLC (12- 20-2022) 4620 W. 77th St – Redevelopment of vacant office building with new 276 unit apartment project priced for mixed- incomes. Site work includes construction of a new public roadway that connects W 77th St to the rear parking area and to Fred Richards Park $2.0 M $2.0 M NA NA NA Page 55 of 75 2024 Edina HRA – Year in Review Page 20 AFFORDABLE HOUSING TRUST FUND In 2019 the City Council approved the Affordable Housing Trust Fund Ordinance. This formally designated that the buy-In funds from the Affordable Housing Policy be used exclusively to support affordable housing efforts to serve low and moderate income renters and homeowners in Edina. As of the end of 2024, a cumulative amount of $9,660,000 was contributed to the Trust Fund through buy-in contributions from five multi-family developments. About 81% of these funds have been invested or allocated to a variety of programs described below. These programs and developments support the creation and preservation of affordable housing in Edina. A map of the general locations of affordable housing is included in Attachment E. Buy-In Funds Received Funds Awarded REVENUE The Loden Apartments - 2018 $2,000,000 The Lorient Apartments – 2019 $160,000 The Bower Apartments – 2021 $1,900,000 4425 Valley View Apartments - 2021 $300,000 The Fred Apartments (4660 W. 77th St) - 2022 $4,100,000 Transfer From Southdale II Pooled $1,200,000 Cumulative Assets = $ 9,660,000 EXPENSES Nolan Mains affordable unit loan - 2019 ($750,000) Property Tax 4d NOAH* and Resilient Homes Program ($210,000) 425 Jefferson Acquisition ($152,717) Home Rehabilitation Program ($1,500,000) Affordable Ownership Preservation Program - HWR ($3,300,000) Affordable Ownership Preservation Program - TCHFH ($1,800,000) First Generation Mortgage Program (EHF) – 2022 ($150,000) Ending Balance = $ 1,797,283 * Naturally Occurring Affordable Housing (NOAH) apartments HWR = Homes Within Reach TCHFH – Twin Cities Habitat for Humanity Page 56 of 75 2024 Edina HRA – Year in Review Page 21 AFFORDABLE HOUSING UNITS DELIVERED (with Direct or Indirect HRA Involvement 2012 to Present) TIF District Project Name & Address No. Market Units No. Affordable Units Notes Southdale 2 Aurora on France Senior Housing (6500 France) 182 10 5.5% are affordable at 30% AMI. These were agreed to prior to a formal policy. Project was privately funded with no TIF. The Millennium Apartments (3250 W. 66th St) 216 11 4.9% are affordable at 60% AMI. These were agreed to prior to a formal policy. Project was privately funded with no TIF. Pentagon Park The Eddi Apartments (4911 W. 77th) 180 20 10% affordable at 50% AMI for 20-years. Project was privately funded with no TIF. The Finch Apartments (4620 W. 77th St) 248 Pending 28 Pending 10% are affordable at 50% AMI. An additional 40% will be targeted with rents not to exceed 120% AMI for 20-years. The remaining 50% of units are anticipated to have rent limited to 120% AMI but could increase in response to increasing expenditures Grand- view 2 Avidor Apartments (5220 Eden Ave) 147 18 11% affordable at 60% of AMI. Project was privately funded with no TIF. 66 West 66 West Apartments (3330 W. 66th St) 0 39 100% of units are affordable. 50th & France 2 Nolan Mains Apartments (3945 Market St) 90 10 15-year term 44th & France 2 Lorient Apartments (3901 Sunnyside Rd) 44 3 20-year term. 72nd & France #2 7200 France Apartments (7200 France) 135 15 A 150 unit apartment building is anticipated for the 7200 parcel. The affordable will have permanent affordability. 72nd & France #3 Future NW Enclave Apartments 111 Pending 13 Pending A mixed-use apartment building is anticipated. Future East Enclave Apartments 359 Pending 40 Pending A pair of mixed-use apartment building is anticipated. Future SW Lifestyle Condominiums 43 Pending 5 Pending A mixed-use condominium building is anticipated. West 76th St The Sound on 76th Apartments (4100 W. 76th St) 0 70 100% of units are affordable for 40-years or more. Amund- son Amundson Flats (7075 Amundson Ave) 0 62 100% affordable for 40-years or more. 4040 W. 70th Street Forty Forty Flats Senior Apartments (4040 W. 70th St) 0 118 100% affordable for 99-years. Construction commenced in 2022; completed in2023. Page 57 of 75 2024 Edina HRA – Year in Review Page 22 TIF District Project Name & Address No. Market Units No. Affordable Units Notes Eden Wilson Maison Green Apartments (4917 Eden Ave.) 176 20 Priced at 50% AMI households; 25-year term; Completed in 2024 REDEVELOPMENT PROJECTS – YEAR END STATUS 1) 4500 France Avenue – The Lorient Apartments The HRA entered into a Redevelopment Agreement in 2018 and issued a $2.295 million TIF Note after the $30.5 million redevelopment project was completed. The HRA determined that the “but for” the use of TIF, this project would not be built. The new four-story building named The Lorient Apartments includes 45 apartments (of which three are affordable to households with incomes at or below 60 percent of AMI) with approximately 7,000 square feet of commercial space on the first floor. The project also delivered several infrastructure improvements in the commercial node: public plaza, public parking, public art, removal of overhead power lines and new public sidewalks with streetscape improvements. The TIF Certificate of Completion was issued in Spring 2021. Payments toward the TIF Note began in 2021. 2) 3940 Market Street – North Ramp This HRA led project was completed in Fall 2018 at a total estimated cost of $12 million. Real estate proceeds and monies from the Centennial Lakes TIF fund were used to fund the capital investment. The final project includes 546 public parking stalls as well as 10,000 square feet of commercial space. The commercial space was sold to a private owner in 2019. 3) 3945 Market Street – Nolan Mains / Center Ramp This formerly HRA-owned property was sold to a private developer in 2018 for construction of 100 rental apartments, 27,000 square feet of commercial space and reconstruction of the new Center Parking Ramp at a total cost of $74 million. Named Nolan Mains, the building is configured around a series of public walkways and plazas to create a vibrant pedestrian experience that engages the adjacent commercial properties. The project also includes shared trash rooms for use by adjacent businesses and extensive utility improvements that benefit surrounding commercial properties. The HRA issued a $10.1 million TIF Note upon completion. Payments toward the TIF Note began in 2021. With the support of the Edina Housing Foundation, the HRA also provided a low-interest loan to support 10 affordable rental units in the facility for a period of at least 15 years. The TIF Certificate of Completion was issued in 2020. Beginning in 2022, a seasonal series of business and community events were held in the public plaza. Page 58 of 75 2024 Edina HRA – Year in Review Page 23 4) 5146 Eden Avenue – former Public Works site A variety of different concepts have been explored for this vacant 3-acre site. It remains available for redevelopment. It has been used as a staging area for City construction projects until it is sold. A new developer(s) will be pursued in 2025. 5) Southdale Center Mall Major renovations and improvements to the Southdale Center Mall were the impetus for the Southdale 2 TIF District that was established in 2011. After several major improvements and additions were made to the property, that TIF District was de-certified in 2021. With positive momentum continuing, the mall owner began work on two major improvements in 2023. The former Herberger site (originally Donaldson’s) was reconfigured to accommodate new tenants. In 2024, a new Kowalski’s grocery store, a new PuttShack restaurant with mini-golf and a new Peoples Organics restaurant opened for business. In 2024, progress continued on the reconfiguration of several outward-facing tenant spaces to better accommodate a slate of new luxury retail tenants. Many new retailers have been announced and that wing is anticipated to open for business in 2025. 6) 7001 France Avenue Orion Investment and Mortenson Development secured entitlements to redevelop the 5.7-acre site with a mixture of commercial and residential uses. The HRA determined that the “but for” the use of TIF, this project would not be built. A 15-year TIF District was created and TIF Redevelopment Agreements were executed for the office and residential phases in 2022. The new US Bank branch opened for business in Spring 2023. The developer removed the last building from the site in summer 2023 and continues to pursue full financing to begin the office and residential buildings which are tentatively called 70th & France. The rapidly escalating interest rates and stagnation in the capital markets delayed the groundbreaking that was originally scheduled for Summer 2023. The City, HRA and developer amended the TIF Agreements to allow two additional years to begin the office and residential phases. With the unpredictable changes in the capital markets, other amendments to the TIF Agreements might be necessary in the future. 7) 7200 - 7250 France Avenue Several proposals for this site failed to move forward over the past 8 years. During 2020-2021, the buildings became heavily vandalized and the 7250 building was declared unsafe to occupy due to significant structural deficiencies. In 2022, the HRA recognized the blighted condition of the two vacant office buildings. That same year, the new owners demolished the vacant buildings and secured the site. Edina-based Orion Investments secured preliminary rezoning for the property including a new office building on the 7250 site and a new residential building on the 7200 site. The HRA determined that the “but for” the use of TIF, this project would not be built. Due to the high cost of the public realm improvements on the site, Page 59 of 75 2024 Edina HRA – Year in Review Page 24 the HRA agreed to reimburse the developer for eligible expenses using incremental property taxes generated by the new buildings. In 2023, the original Housing TIF District was de-certified and replaced with a new Redevelopment TIF District. A TIF Redevelopment Agreement was executed for the new site work and new office building. After initial difficulties, the developer secured a lead office tenant and secured debt and equity financing for 7250 in late 2024. Construction is expected to begin in early 2025. Also in 2024, Orion partnered with Afton Park Development to finalize plans for the 7200 site. Due to escalated costs, the HRA agreed to provide $4.8 million in SPARC funding to deliver the new 150-unit residential building. The developer is pursuing full funding in 2025. 8) 7235 France Avenue In 2023, Enclave Development began to explore redevelopment concepts of the Macy’s Furniture site. This past year, the developer secured land use entitlements to subdivide the 8-acre property to accommodate four new buildings surrounded by new public spaces. In 2024, Enclave Development teamed with Lifestyle Communities to plan for three new mixed-use apartment buildings and one mixed-use high rise condominium building. The site plan is intended to complement the adjacent Promenade Park with a combination of landscaped areas and hardscaped plaza areas. The site plan also accommodates a potential pedestrian underpass that could connect the South Cornelia and Parklawn neighborhoods with the Centennial Lakes neighborhood. The feasibility of this potential infrastructure project is being explored and wiill be considered by the City in the future. Due to the high costs associated with the redevelopment project, the HRA determined that “but for” the use of TIF, this project would not be built. The HRA entered into a Redevelopment Agreements and pledged to issue TIF Notes upon the completion of each phase. The development team intends to close on the real estate transaction and secure financing in 2025. 9) France Avenue Pedestrian Crossing With two parcels likely to be redeveloped in the same period, City staff explored options to extend the Promenade trail system to connect neighborhoods on the west side of France Avenue via a non-motorized bicyclist/pedestrian trail that passes below or above France Avenue. In 2023, a below-grade layout was selected as the preferred option although an overhead design will be considered if the preferred design is determined to be unfeasible. In 2024, City staff hired LHB Inc to prepare a feasibility study focused on design and engineering aspects of the underpass. That report found that an underpass is generally feasible and constructable in this location with an estimated cost of $19.5 million. In 2025, the underpass concept will be refined so that the total cost and usability can be better understood. While TIF funds could pay for a portion of costs, additional federal, state and regional funding sources will also be pursued. This remains a ‘concept’ only. In the near future, the City will determine whether or not to construct the project. Page 60 of 75 2024 Edina HRA – Year in Review Page 25 10) Forty-Forty Flats Senior Apartments - 4040 West 70th Street This 118 unit senior affordable development is fully leased. A TIF Note is anticipated to be awarded in 2025. 11) 4100 West 76th Street – The Sound on 76 This development is fully leased. A TIF Note was issued in 2023, with payments on the TIF Note beginning in 2024. 12) Pentagon Village - W. 77th St. and Computer Ave. (aka Pentagon South) The HRA executed a Redevelopment Agreement with the developer to support complete redevelopment of the 12-acre property. The infrastructure (roadways, structured parking and plaza) and retail buildings were completed in 2019 and three TIF notes were issued with a total principal amount of $18.1 million. Interest began to accrue on the first Note in 2020 and the second TIF Note in 2022. The first payments on the TIF Notes were made in 2022. In 2024, the pair of retail buildings were fully occupied and stabilized. Construction on the Eddi Apartments on Lot 3 (SE corner) was fully completed in 2024. This project includes 200 rental apartments, 10% of which are priced to households earning 50% AMI. This project is also unique because it incorporated a modular construction process which had the majority of the building constructed off-site and shipped to the property to be assembled and finished. The dual brand hotel expected for Lot 2 experienced setbacks in 2023 and 2024. After pandemic-related delays, the general contractor and owner are engaged in a contract dispute. This dispute appears to have stalled the project permanently. Construction of a new regional bank headquarters for First Bank & Trust was completed on Lot 4 (NE corner) in 2024. The developer continues to pursue users for Lot 5. This was originally intended to be a two-phase Class A office building. Based on the disruption in the office market, the developer is exploring other uses for the vacant site to expedite the redevelopment of the site. 13) The Fred Apartments - 4660 W. 77th St (aka Pentagon North) Construction of the new apartments at 4660 W. 77th Street was completed in 2023. The project, named The Fred was delivered and leased in three phases. This project redeveloped the site by removing two vacant office buildings and constructing 408 units of market-rate apartments. While this property is located within the Pentagon Park TIF District, this project was privately financed with no HRA participation. 14) The Finch Apartments - 4620 W. 77th St (aka Pentagon North) In late 2023, Solhem Companies broke ground on a new 276-unit apartment building called The Finch. Commercial spaces are located on portions of the street level. Page 61 of 75 2024 Edina HRA – Year in Review Page 26 The site plan includes several connections from W. 77th Street to the adjacent Fred Richards Park, including a new roadway that provides direct access to the Fred Richards Park as well as the adjacent residential and office properties on W. 77th Street. The project is on track for completion in 2025. 15) Maison Green Apartments – 4917 Eden Ave. The HRA entered into a TIF Redevelopment Agreement with Reuter Walton to assist redevelopment of a commercial building and to deliver improvements to the surrounding roadways. The new building includes primarily market-rate units and also includes 20 units priced at rates affordable to households earning 50% of AMI. The HRA determined that the “but for” the use of TIF, this project would not be built. The $85 million dollar project was completed in 2024 and has begun leasing. After all costs are confirmed, the HRA will issue a $5.1 million TIF Note that is payable over 15 years from a portion of the incremental taxes generated by the completed project. The additional incremental taxes are intended to fund public improvements to Eden Ave, Grange Road, Willson/Grange/Eden intersection and W. 50th Street. The final phase of road improvements was completed in 2024. OTHER HRA-RELATED PROGRAMS 1) Small Business Streamlined Grant Program (SPARC) In 2024, a new grant program was established to support the renovation and occupancy of commercial storefront businesses. Grants up to $24,000 can be provide, if needed. Funds can be used for physical renovations to the property that will be permanent in nature. 2) Edina BIG Innovation Lab The Chamber of Commerce created the Innovation Lab to support established businesses as they seek to grow and evolve for continued prosperity. SPARC funds were provided to construct a new space to deliver the in- person programming. While 4 co-hort groups have been successfully completed, the funding for ongoing operations has been challenging. In mid-year, the Lab was spun off from the Chamber as a separate business entity with the same general mission and purpose. Plans are underway for continued operations in 2025 and beyond. 3) Elevate Hennepin Business Advising Program The HRA partners with Hennepin County to provide free business consulting services for start-up businesses or expanding businesses located within Edina. Branded as “Elevate Hennepin”, these services are also provided to Edina residents regardless of where the business may eventually be located. The $10,000 annual contribution from the HRA supplements funding provided from Hennepin County. 4) Emergency Rental Assistance Program The HRA has supported the VEAP sponsored Emergency Rental Assistance Program since 2020. In 2024 LAHA funds were allocated for the continuation of this program. This program is administered by VEAP. Page 62 of 75 2024 Edina HRA – Year in Review Page 27 5) Come Home to Edina Down Payment Assistance Program The Come Home 2 Edina program is sponsored and managed by the Edina Housing Foundation. In 2024, this program provided loans to 25 homeowners. A related program is the First Generation Mortgage Program, created in 2021 to assist home-buyers who have not benefitted from growing up in owner occupied homes. Funded with monies from the Affordable Housing Trust Fund and the Edina Housing Foundation, the First Generation homebuying program provides an additional $20,000 in a forgivable loan to first generation homebuyers. This program served an additional three borrowers in 2024 for a total of 12 borrowers since inception. 6) NOAH 4d Preservation Program This program was created to incentivize owners of existing naturally occurring affordable rental housing (NOAH) to preserve the affordability of the units. Owners are offered a reduced property tax classification (4d) if they partner with Edina’s Energy Efficiency Program to make improvements to the property intended to save energy and reduce operating costs. No new apartment owners applied for this program in 2024 despite outreach efforts. 7) Home Rehabilitation Program This program was established to provide loans up to $30,000 to provide essential improvements to a home that is owner-occupied by a household of limited income. Repayment is deferred until the owner sells the property but no longer than 30 years. In 2024, only four new properties were approved to participate in this program. Edina partners with Center for Energy and Environment to administer this program. 8) Housing Improvement Area (HIA) Program Although not funded by the HRA, the City established Edina’s first Housing Improvement Area (HIA) to support the renovation of the Edina West Condominiums located at 6075 to 6115 Lincoln Drive. In December Bonds were sold to repay the construction loan and associated redevelopment expenses. 9) Affordable Home Ownership Preservation Program Homes Within Reach (aka West Hennepin Affordable Housing Land Trust) and Twin Cities Habitat for Humanity in acquiring an additional 4 houses to be rehabilitated and placed into a 99-year ground lease. In 2023, 2 homes were completed and sold to homeowners. Prepared January 10, 2025 Page 63 of 75 2024 Edina HRA – Year in Review Page 28 Appendix A – Map of Active TIF Districts Page 64 of 75 2024 Edina HRA – Year in Review Page 29 Attachment B – Use of TIF in Edina Page 65 of 75 2024 Edina HRA – Year in Review Page 30 Attachment C – Tax Base Growth in TIF Districts $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 Pre-TIF Post-TIF $229,691 $3,581,728 Centennial Lakes District Tax Capacity 15.6x Growth during TIF period (1988 to 2013) Page 66 of 75 2024 Edina HRA – Year in Review Page 31 Attachment C, continued $0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 $800,000 Pre-TIF Post-TIF $22,872 $787,409 Grandview District Tax Capacity 34.4x Growth during TIF period (1984 to 2013) Page 67 of 75 2024 Edina HRA – Year in Review Page 32 Attachment C, continued $57,986 $889,934 $0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 $800,000 $900,000 $1,000,000 Orig Tax Capacity Current Net Tax Capacity 50th & France 2 District Tax Capacity 15.3x Growth 2017 to 2023 $0 $200,000 $400,000 $600,000 $800,000 $1,000,000 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Orig Tax Capacity Current Net Tax Capacity Page 68 of 75 2024 Edina HRA – Year in Review Page 33 Attachment C, continued $29,735 $277,735 $0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 Orig Tax Capacity Current Net Tax Capacity 44th & France 2 District Tax Capacity 9.3x Growth 2019 to 2023 $0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 2017 2018 2019 2020 2021 2022 2023 Orig Tax Capacity Current Net Tax Capacity Page 69 of 75 2024 Edina HRA – Year in Review Page 34 Attachment D - Progress Made toward Affordable Housing in Edina This chart summarizes the number of affordable housing units delivered since 2004. Significant progress has been made since Edina officially adopted an Affordable Housing Policy in 2015. This chart illustrates the number of affordable housing units granted zoning approvals by City Council since 2004. Not all entitled projects are able to secure funding and do not get built. Other projects have been approved but have not yet been completed. Page 70 of 75 2024 Edina HRA – Year in Review Page 35 Attachment E – Map of Affordable Housing Locations Page 71 of 75 d ITEM REPORT Date: January 16, 2025 Item Activity: Discussion Information Meeting: Housing & Redevelopment Authority Agenda Number: 8.1 Prepared By: Scott Neal, City Manager Item Type: Other Department: Community Development Item Title: Topics for HRA Discussion in 2025 Action Requested: No action required; for informational and discussion purposes only. Information/Background: In the past several months, members of the HRA Board have inquired and commented about current policies and procedures of the HRA. In the upcoming year, staff recommends conducting some of the regular scheduled HRA meetings as work sessions to discuss topics of interest. Staff can guide some conversations while external subject matter experts might be brought in to guide other discussions. Discussion topics are anticipated to include: - affordable housing (policy, application, funding, etc) - process of TIF financing consideration - redevelopment goals and outcomes in general - others TBD Staff intends to make these discussions as helpful and effective as possible so that the goals of the HRA can be achieved. Please advise staff of any specific topics or concerns that you have so that they can be addressed at a future meeting. Resources/Financial Impacts: NA Relationship to City Policies: Supporting Documentation: None Page 72 of 75 d ITEM REPORT Date: January 16, 2025 Item Activity: Information Meeting: Housing & Redevelopment Authority Agenda Number: 8.2 Prepared By: Bill Neuendorf, Economic Dev Mgr Item Type: Other Department: Community Development Item Title: 7250 France - Project Update Action Requested: No action required; for informational purposes only. Information/Background: Background This site has seen several proposals for redevelopment over the years. As time passed, the commercial buildings formerly on the site became blighted, obsolete and unsafe. The blight accelerated during the pandemic years when the site became a target for vandals. At the City's urging, the developer razed those buildings in 2022. In April 2023, the HRA and City entered into a TIF Redevelopment Agreement with Orion Investments to support complete redevelopment of the properties at 7200 & 7250 France Avenue with two new buildings and extensive public space. With entitlements completed, the developer pursued private financing for the new office building. The financing process took longer than originally anticipated but recently achieved a milestone. Update The developer secured a construction loan from Bremer Bank in late December 2024. Construction of the new office building - called The Craftsman Office Building - is expected to begin early in 2025. In the months ahead, there will be a great deal of site work including the removal of the remaining foundation walls and temporary retaining walls. A ground breaking ceremony will likely be scheduled in early summer. Resources/Financial Impacts: NA Relationship to City Policies: Supporting Documentation: None Page 73 of 75 d ITEM REPORT Date: January 16, 2025 Item Activity: Information Meeting: Housing & Redevelopment Authority Agenda Number: 8.3 Prepared By: Bill Neuendorf, Economic Dev Mgr Item Type: Other Department: Community Development Item Title: Pentagon Village - Project Update Action Requested: No action required; for informational purposes only. Information/Background: Background In 2018, the City and HRA entered into a TIF Redevelopment Agreement with the Pentagon Village development team of Hillcrest Properties and Solomon Real Estate to redevelop the blighted and obsolete commercial facility formerly located at the intersection of 77th Street and Computer Avenue. The Agreement established responsibilities and obligations of both parties, including the phased, multi-year redevelopment of the 12-acre site to include 5 new projects in addition to the new infrastructure. The original Agreement has been modified on three occasions as the project evolved to meet the marketplace. To date, the developer has successfully delivered the required infrastructure and 3 of the 5 buildings. Most recently the Eddi Apartments (Lot 3) and the regional headquarters for First Bank & Trust. (Lot 4) have been completed. The City issued three TIF Pay-Go Notes to reimburse the developer for eligible expenses. Repayment comes from the new property taxes generated by the completed work. The delivery of the anticipated dual-brand hotel on Lot 2 is behind schedule. The delay is due to two key factors: 1) the COVID-19 pandemic which stunted the entire hospitality sector and related changes to the travel industry and 2) an active lawsuit between the hotel developer and the general contractor hired to construct the building. The delivery of the anticipated multi-tenant office building on Lot 5 is also behind schedule due to many challenges in the office sector. These delays have resulted in limited payments on the TIF Notes. While the HRA/City still intend to make payments, the amount available is less than originally anticipated. That is a risk borne by the developer. The HRA/City is under no obligation to make payments larger than 90% of the new property taxes generated by the developers project. New Amendment Anticipated Staff is negotiating an amendment to the Redevelopment Agreement to reflect these delays and to encourage the developer to complete Lots 2 and 5 as promptly as reasonably possible. A proposed Amendment will be presented to the HRA Board and City Council for consideration in the weeks ahead. Resources/Financial Impacts: NA Page 74 of 75 Relationship to City Policies: Supporting Documentation: None Page 75 of 75