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HomeMy WebLinkAbout173007-Draft Demographic and Market Report 092817 Working Draft Report Demographic and Real Estate Market Assessment Prepared for: City of Bozeman, Montana Prepared by: Economic & Planning Systems, Inc. September 28, 2017 EPS #173007 Table of Contents 1. INTRODUCTION AND SUMMARY OF FINDINGS ................................................................... 1 Introduction ........................................................................................................... 1 Demographic and Market Assessment Findings ............................................................ 2 2. REGIONAL TRENDS AND CONDITIONS ............................................................................ 8 Demographics ........................................................................................................ 8 Employment ......................................................................................................... 10 3. BOZEMAN SOCIOECONOMICS .................................................................................... 17 Economic Drivers .................................................................................................. 17 Workforce Characteristics ....................................................................................... 22 Migration ............................................................................................................. 26 Community Comparisons ....................................................................................... 27 4. HOUSING MARKET TRENDS ...................................................................................... 28 National Housing and Demographic Trends ............................................................... 28 Household Characteristics and Affordability ............................................................... 32 Housing Price Trends ............................................................................................. 34 Rental Market ....................................................................................................... 36 Construction Trends .............................................................................................. 37 5. RETAIL MARKET ................................................................................................... 41 National Retail Market ........................................................................................... 41 Bozeman Retail Development ................................................................................. 42 Supportable Commercial Area ................................................................................. 45 Commercial Zoning Evaluation ................................................................................ 47 6. OFFICE AND INDUSTRIAL MARKET .............................................................................. 54 Office Market Trends ............................................................................................. 54 Greater Bozeman Office Market ............................................................................... 56 Greater Bozeman Industrial Market ......................................................................... 57 List of Tables Table 1 Population Trends ........................................................................................... 8 Table 2 Gallatin County Demographic Summary ............................................................. 9 Table 3 Gallatin County Employment Trends, 2005-2016 ............................................... 11 Table 4 Share of Job Growth by Sector, 2005-2014 ...................................................... 16 Table 5 Largest Private Employers, Gallatin County, 2015 ............................................. 21 Table 6 Gallatin County Net Migration, 2010-2015 ........................................................ 26 Table 7 Peer Community Demographics and Employment .............................................. 27 Table 8 Income Required to Afford the Median Priced Home........................................... 35 Table 9 Student vs. Local Housing Payment Example .................................................... 36 Table 10 Residential Construction Trends, 2005-2016 ..................................................... 37 Table 11 Bozeman Retail Inventory .............................................................................. 44 Table 12 Bozeman Supportable Commercial Area: Local Spending .................................... 46 Table 13 B-1 and B-2 Development Capacity ................................................................. 49 Table 14 B-1 District Supportable Square Feet by Number of Households .......................... 50 Table 15 Development Capacity (0.15, 0.5, and 1.0 mile radius) ...................................... 51 Table 16 B-2 District Supportable Square Feet by Household Spending ............................. 53 Table 17 Greater Bozeman Office Construction Trends .................................................... 56 Table 18 Greater Bozeman Industrial Construction Trends ............................................... 57 List of Figures Figure 1 Population Index, 2000-2016 ........................................................................... 9 Figure 2 Gallatin County Employment, 2000-2016 ......................................................... 10 Figure 3 Gallatin County Employment Index, 2008-2016 ................................................ 12 Figure 4 Share of Job Growth by Sector, 2010-2016 ...................................................... 13 Figure 5 Gallatin County Job Distribution, 2014 ............................................................. 14 Figure 6 Share of Job Growth by Area, 2005-2014 ........................................................ 14 Figure 7 Average Firm Size, 2000 and 2016 ................................................................. 15 Figure 8 MSU Student Enrollment and Total FTE Count, 1990-2016 .................................. 18 Figure 9 YNP Annual Visitation, 2010-2016 ................................................................... 19 Figure 10 Annual Skier Visits, 2010-2016 ...................................................................... 19 Figure 11 Bozeman Educational Attainment, 2015 ........................................................... 22 Figure 12 Bozeman Age Distribution, 2015 ..................................................................... 23 Figure 13 Average Wages, Gallatin County, 2016 ............................................................ 24 Figure 14 Job Distribution by Wage Quartile, 2016 .......................................................... 24 Figure 15 Gallatin County Share of Job Growth by Wage Quartile, 2010-2016 ..................... 25 Figure 16 Gallatin County In-Migration, 2011-2015 ......................................................... 26 Figure 17 Price per square foot for compact walkable development, 2011 ........................... 30 Figure 18 Bozeman Housing Tenure, 2000, 2010, 2016 ................................................... 32 Figure 19 Percent of Owner Households Spending Over 30% of Income on Housing, 2015 .... 33 Figure 20 Percent of Renter Households Spending Over 30% of Income on Housing, 2015 .... 33 Figure 21 Median Sale Price by Area, 2003-2017 ............................................................ 34 Figure 22 Units Built by Density Type, 2005-2010 and 2011-2016 ..................................... 38 Figure 23 Average Single household Lot Size by Year Built ............................................... 39 Figure 24 Residential Development by Location and Year Built .......................................... 40 Figure 25 US E-Commerce Sales, 2001-2014 ................................................................. 41 Figure 26 Retail and Commercial Development Areas ...................................................... 43 Figure 27 B-1 and B-2 Commercial Districts ................................................................... 47 Figure 28 Location Preferences for Bozeman Businesses .................................................. 54 Economic & Planning Systems, Inc. 1 173007-Draft Report_092817.docx 1. INTRODUCTION AND SUMMARY OF FINDINGS Introduction This Working Draft Report contains an assessment of economic, demographic, and real estate trends in Bozeman. The information and analysis in this working document is provided to inform the Growth Policy update process. From the information in this Working Draft, we will prepare a land demand forecast, and make policy and strategy recommendations to the City after discussions with the City Planning Board and City staff. Those recommendations will be included in the final report along with any supplemental analysis and revisions from comments from the Planning Board and City Staff. This document is organized into six Chapters outlined below: • Chapter 1 – Introduction and Summary of Findings. • Chapter 2 – Regional Trends and Conditions. This chapter presents an analysis of economic and demographic trends in Greater Bozeman and Gallatin County including the amount of population and employment growth occurring in each location, and a comparison of the economic composition of each. • Chapter 3 – Bozeman Socioeconomics. This chapter focuses on the socioeconomics of the City of Bozeman including the economic base and MSU enrollment. It also describes the four economic segments present which make Bozeman unique among small cities: higher education, tourism and recreation, health care, and technology. • Chapter 4 – Housing Market Trends. This chapter summarizes housing development trends, housing demographics, affordability indicators, the impact of MSU student rentals, and national trends present in Bozeman. • Chapter 5 – Retail Market. In this chapter, the city’s major retailer inventory and spending patterns are examined. It also contains an analysis of the amount and type of retail and commercial space that is supportable in a prototypical B-1 and B-2 zoning area. • Chapter 6 – Office and Industrial Market. This chapter presents data on office and industrial building construction in Greater Bozeman, including the market share for each area. It also includes market indicators such as land costs and rents and qualitative perspective from area real estate experts. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 2 Working Draft Report Demographic and Market Assessment Findings 1. Bozeman has five economic segments which make it unique and create both opportunities and challenges. Higher Education Montana State University (MSU) is the largest employer with approximately 3,000 full- and part-time employees. Employment levels in higher education are relatively stable, buffering Bozeman from economic volatility; however, State budget constraints due to wildfire costs may have a short term impact on employment. MSU also creates a pool of skilled labor and many students stay in Bozeman after they graduate. MSU research partnerships have resulted in some new business creation from technology transfer and spinoffs, a major focus of the Innovation Campus under development. However, MSU on-campus housing has not kept pace with enrollment—4.0 percent growth per year since 2009. Students have an impact on the housing market because student housing typically rents by the bedroom at roughly $500 to $600 per bedroom. Three students renting a home can pay $1,500 per month or more, which is equivalent to the mortgage on a $325,000 to $350,000 home. Students also contribute to the tight housing supply, particularly rental housing, and live in nearly every neighborhood in Bozeman. Tourism and Recreation Many tourists travel to and through Bozeman on their way to Yellowstone and Glacier National Parks, Bridger Bowl and Big Sky, and the many nearby rivers and mountains. These include international and national visitors. Bozeman has a brand and identity and is well known throughout the U.S. and internationally. A portion of people who visit Bozeman eventually move there. The Bozeman and Montana brand has also boosted the outdoor products industry, including Simms Fishing, Mystery Ranch (formerly Dana Design), and Sitka hunting apparel. The downside of being a tourism gateway is that a high proportion of jobs and job growth is in low wage hospitality jobs. Also, people who have the ability to move or bring their job to Bozeman often have high incomes and accumulated wealth which pushes up housing prices. However, some of the people Bozeman attracts are entrepreneurs which are important in growing the economy. Health Care The health care industry added nearly 1,400 wage and salary jobs since 2010 (an increase of 34 percent). It is a source of stable employment at a range of wages and skill levels, as people need health care no matter how the rest of the economy is performing. Bozeman Health is the largest private employer with over 1,000 employees, and Bozeman is a major hub for health care in Montana. There are also numerous clinics and doctors around Bozeman Health. Technology Bozeman has long been a highly entrepreneurial place in all sectors of the economy. A number of factors have seemed to accelerate the growth of technology firms and workers. Bozeman has made several “10 Best” lists (Men’s Journal, Forbes, Outside Magazine). The purchase of RightNow Technologies by Oracle further put Bozeman ‘on the map’ for having a Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 3 Working Draft Report major international corporate presence. It also produced several spinoff firms when senior management took their buyout funds to leave RightNow and start new ventures. Technology workers are moving to Bozeman from the coasts and other large metro areas. This sector is likely to grow more, and the higher wages may also contribute further to high housing costs. Regional Trade Center Bozeman is a regional trade and service center in Southwest Montana. Bozeman’s retail, services, and healthcare businesses serve a trade area of approximately 150 miles or more. Serving this large of a trade area has increased the amount of retail that Bozeman can support. The influx of visitors has helped the community diversify the retail and food and beverage mix and strengthen downtown through the additional injection of spending in addition to the local and regional population. The growth in retail and hospitality jobs however increases the need for more attainable and affordable housing. 2. For a city of 45,000 in a region of over 90,000, Bozeman has a level of economic diversity and strength that exceeds many other small western cities, especially those which are not part of a larger metropolitan region. In many small western cities and rural areas, health care and government are the largest sectors of the economy unless there is a strong energy or extractive sector. In Bozeman, job growth has been robust and diverse including the sectors and clusters noted above: accommodations and food services; construction; health care; retail; manufacturing; and professional services. Countywide, employment has grown at 4.2 percent per year since 2010 (12,000 jobs), and 80 percent of the job growth occurred in Bozeman. This growth is attributed to the quality of life; service in and out of the Bozeman Yellowstone International Airport; spinoffs from local technology and R&D firms; growth of existing firms; and new businesses and entrepreneurs moving to Bozeman. 3. Nearly three quarters of Gallatin County’s population growth is due to in-migration with most of this occurring in Bozeman. Of the nearly 15,000 new people in Gallatin County from 2010 through 2015, nearly 11,000 are people who moved to Gallatin County. The Census does not report these statistics for geographies smaller than counties, but more than half of the County’s population growth occurred within city limits indicating that those proportions are also representative of Bozeman’s growth. Strong migration like this indicates that Bozeman is a highly desirable place to live, work, own a business, or retire. It is also an indicator of the strength of local economy. Some new residents have moved from larger metro areas and brought a job and salary with them. Others, such as retirees or people with investment portfolio income, who have other sources of income, are moving to Bozeman for the lifestyle and quality of life. An effect of these two trends is that housing prices become decoupled from local economy and local wage levels. This trend – the influx of outside income and wealth – is occurring in every major amenity rich and mountain resort community in the Intermountain West. 4. Most of the job growth in Gallatin County and Bozeman (as well as nationally) is below $16.00 per hour, which is generally regarded as below a living wage. Nearly half of all new jobs created from 2010 through 2016 paid less than $16.00 per hour ($34,000 per year). The primary industries in which these wage levels are present include Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 4 Working Draft Report health care, retail, and accommodations and food services, all of which grew since the recession. Job growth at these wage levels further increases the demand for income restricted affordable and market rate attainable housing. 5. Bozeman’s housing market is exhibiting several national trends related to changing preferences and demographic changes. National and regional consumer preference research has shown an increase in demand for housing in communities and neighborhoods close to jobs, services, dining, shopping, and recreation and leisure activities. Also, the time people feel that they have available to maintain large homes and properties has decreased especially as dual income families have become more of the norm or necessity. A portion of the housing market is moving away from large lot suburban and rural homes to: • More compact single household development with smaller lot sizes, such as the Traditional Neighborhood Design (TND) style of development. Neighborhoods such as Stapleton in Denver, CO; Josephine Crossing in Billings, MT; and Valley West in Bozeman are examples of popular TND housing developments. • Increased demand for rental housing both for affordability and lifestyle preference reasons, especially among the 18 to 34 year old population. • Increased demand for more affordable and lower maintenance housing by all age groups including the retiring Baby Boom generation. • Increased demand for downtown locations and original neighborhoods, as exhibited by the rise in housing redevelopment and infill in the original Bozeman neighborhoods and similar neighborhoods in other desirable cities nationwide. Over 100 new homes have been built in the Downtown area neighborhoods since 2010. 6. Housing affordability is a growing issue in Bozeman that is negatively affecting quality of life and may affect employee attraction and retention. As of August 2017, the median home price in Bozeman was $398,000 up from $245,000 as the recovery from the Great Recession began with annual appreciation rates over 10 percent per year over the past five years. The median home price is now 150 percent of the median household income in the city. In order to afford the median priced home, a household needs to earn at least $68,400 per year or $32.00 per hour for one earner. The high cost of housing and strong demand in Bozeman is also affecting housing prices in surrounding communities. Home prices in Belgrade, Livingston, and Three Forks have also increased at 10 to 12 percent per year over the same time period. Living in outlying areas may reduce amounts paid for housing but increases costs for transportation that may offset much of the perceived cost savings of locating outside of Bozeman. The U.S. Department of Housing and Urban Development (HUD) defines a household as being “cost burdened” when it is paying 30 percent or more of its income to rent or mortgage payments. In Bozeman, 22 percent of owner households are paying more than 35 percent of their income in rent. For renters, 44 percent are paying more than 35 percent of their income to rent. Housing affordability is now a national problem as well due to low rates of wage, income and wealth growth over the past decade or more. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 5 Working Draft Report Bozeman’s housing market is already tight if housing production does not keep pace with job growth, student growth, and housing occupied by retirees, it will constrain the labor market. While it is one of the largest cities in Montana, it is still a small city with a small labor pool compared to larger metro areas with a larger and deeper talent pool. Fortunately, Bozeman has developable land to the west and northwest which can accommodate significant job and housing growth. 7. The rapid growth of the economy combined with the high cost of housing compared to local wage levels is creating a workforce shortage that needs to be addressed to sustain the economy. Bozeman has a diverse workforce that is both highly educated and well trained. However, due to the rapid rate of employment growth over the past decade, there is an imbalance between the number of jobs available and workers. The lack of available employees has negatively impacted the ability of regional employers to find qualified employees. Employers in all sectors ranging from manufacturing to technology have run into challenges associated with finding qualified job candidates. 8. Bozeman is not expected to experience significant new regional retail growth. Bozeman regional retail stores serve an approximately 150 mile trade area. This has shrunk since Walmart, Costco, and Target located in Helena several years ago. Most of the national ‘big box’ retailers that are still active and expanding are already present in Bozeman (Costco, Walmart, Lowes, Home Depot, Target, Kohls). New stores and concepts do appear in the market from time to time, and Bozeman will be an attractive location for them. However, we do not expect the demand for these types of sites and properties to increase substantially over the next 10 years. Bozeman has six full service supermarkets including a Walmart Supercenter and a new proposed 70,000 square foot supermarket. This is about two more than a city of Bozeman’s size supports, indicating that a large portion of the sales come from people living outside the city. Bozeman also has more discount department stores, warehouse clubs, and home improvement centers than its population alone can support also showing the large trade area from which Bozeman draws its customers. It is likely that as Belgrade grows, it will reach a critical size supporting its own retail base, such as a Walmart supercenter. Given that there is no sales tax in Montana and therefore not a large fiscal benefit to siting new retailers, and that Bozeman already has the largest share of the regional retail market, retail development and recruitment does not need to be a priority for the City. 9. B-1 and B-2 zoning can be adjusted to better align with the real estate market and household density needs of retail development. B-1 Zoning At current housing and household densities in Bozeman, the assumption that a B-1 commercial center serves a half mile radius trade area needs to be reexamined. If the density of surrounding development is increased, B-1 commercial centers can be made more viable and development may accelerate in them. B-1 neighborhood centers start to become more viable, assuming a ½ mile trade area, at an estimated net density of 8 dwelling units per acre Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 6 Working Draft Report which is significantly denser than the original Bozeman neighborhoods and new development. If a larger trade area is acceptable, the required household density can be lower. The success of any individual B-1 area will depend on the strength and quality of the business mix, the specific location, and surrounding demographics. Some B-1s have been successful because of their location on an arterial and ability to draw from a larger citywide trade area. B-1 zoning can serve a variety of community and neighborhood needs besides daily shopping and neighborhood dining. There is demand for small office and studio space, childcare facilities, and health and wellness businesses. Having a diverse business mix within neighborhoods can enhance quality of life. This flexibility of uses should be maintained in the B-1 areas. B-2 Zoning B-2 Districts are intended to include a mix of larger community oriented retail/commercial space serving a larger trade area. Traditionally, community shopping centers are 100,000 to 150,000 square feet in size and are anchored by a grocery store. New grocery stores begin at about 50,000 square feet, but have been growing to 60,000 to 70,000 square feet and serve at least a two mile trade area. • Some B-2 zoning areas can accommodate 500,000 square feet of retail/commercial development or more. This was the size of the “power center” development format that emerged in the early 2000s when retail was expanding rapidly. Given market conditions in the national retail landscape, and the typical 100,000 to 150,000 square foot community shopping center size, it is not realistic to expect that an entire B-2 will build out as retail. • The B-2 areas do allow for numerous other commercial uses. This flexibility should be maintained, as these areas can also support office development which is in demand, as well as other services. • At the current rate of housing, averaging 600 units per year over the past 10 years in the City, and 800 to 1,000 per year in Greater Bozeman, a new grocery store could be supported in the market in the next 5 years. The likely location would be on the west side of Bozeman, the direction in which Bozeman is growing. A site on the west side could also capture drive in demand from Belgrade, the unincorporated areas just outside the City, and Four Corners. • Adding additional housing density near or even in B-2 zoning areas can benefit retail development. Bozeman may want to consider more flexibility for high density residential development in B-2 zoning areas. Currently, it is only allowed as a conditional use if it is on the ground floor. Some limitations on residential development could include the following: — Limited to a percentage of land area; and/or — May not front the arterial streets or hard corner (the best retail/commercial locations). Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 7 Working Draft Report 10. There is demand for office space in Bozeman, but it is difficult for developers to build new supply. Gallatin County added over 1,600 jobs in professional services since 2005, with at least 80 percent of that occurring in Bozeman. Similarly, Bozeman accounted for 80 percent of the office construction in Bozeman, Belgrade, and Four Corners. There is demand for office space, but it is difficult for the market to respond. First, while there is demand, Bozeman is still a small office market compared to larger cities. The bulk of the market is small firms looking for about 1,000 to 5,000 square feet. Building large speculative office buildings is therefore risky due to the large number of tenants needed to fill a building. Building smaller buildings is more costly because some costs decrease per square foot with larger buildings. The land and construction costs in Bozeman require high rents (over $20.00 per square foot) to make an office building financially feasible. For a well located, shovel ready site, commercial land can be over $50 per square foot. Office construction costs are approximately $250 per square foot including land. Downtown is one of the most desirable office locations in the city because of the proximity of other firms plus restaurant amenities and the walkable and bikeable environment. The B-1 zoning areas in particular can meet some of the office demand as second floor space. However, the strength of the residential market may be outcompeting office in these areas. 11. Bozeman has lost significant market share for large industrial buildings and cost- sensitive users of industrial space. Over past 16 years, the Greater Bozeman market added 1.9 million square feet of industrial space. Over half of this was in Belgrade and nearly 40 percent was in the Four Corners area. Bozeman captured only 10 percent of the industrial market. Simms Fishing Products built a 61,000 square expansion in 2016 in Four Corners. In 2012, FedEx built a 35,000 square foot distribution building at Jackrabbit and Baxter, also in Four Corners. Smith Equipment, a manufacturer of high capacity off road (mining) trailers, built a 30,000 square foot building in Belgrade in 2010. Frito Lay also constructed a 10,000 square foot warehouse in Belgrade in 2010. The bulk of the market though is made up of small local firms, especially in the maintenance and repair and construction trades industries. Bozeman should focus on higher value industrial businesses such as light and high skilled manufacturing, R&D, and producers of high value specialty products. Some industrial jobs pay living wages, so there is a benefit to attracting them to a community. Also, there is still demand and interest for industrial development in Bozeman from firms that want to be closer to the labor pool and be more associated with the Bozeman brand. However, the land consumptive nature of many industrial uses coupled with land and development costs dictate that Bozeman is no longer competitive for many larger heavier industrial uses. Economic & Planning Systems, Inc. 8 173007-Draft Report_092817.docx 2. REGIONAL TRENDS AND CONDITIONS This chapter provides an overview of economic and demographic trends and conditions in Greater Bozeman and Gallatin County. These trends and conditions are also summarized by the major cities and towns in the County and include the following: • Bozeman • Belgrade • Three Forks • Manhattan • West Yellowstone Demographics Bozeman is one of the fastest growing places in the nation. Between 2000 and 2016, the city added approximately 17,000 new residents, which translates to a growth rate of nearly 1,100 new residents per year or an annual growth rate of 3.0 percent (Table 1). While regional population growth slowed during the Great Recession between 2008 and 2010, it has quickly surpassed pre-recession levels. There is also no indication that growth will slow in the near-term as growth rates since 2014 have averaged approximately 4.7 per year or roughly 1,800 new residents per year. Table 1 Population Trends Although growth rates in Bozeman are the highest in Gallatin County, other communities, such as Belgrade and unincorporated areas in Gallatin County, have experienced significant growth as well (Table 2, Figure 1). Since 2014, population growth rates in Manhattan have also increased compared to historical levels. Description 2000 2005 2010 2016 Total Ann. #Ann. % Bozeman 28,171 33,280 37,326 45,250 17,079 1,067 3.0% Belgrade 5,839 6,728 7,469 8,254 2,415 151 2.2% Three Forks 1,756 1,840 1,867 1,944 188 12 0.6% Manhattan 1,443 1,503 1,514 1,691 248 16 1.0% West Yellowstone 1,170 1,240 1,273 1,353 183 11 0.9% Rest of County 29,996 35,719 40,182 46,010 16,014 1,001 2.7% Gallatin County 68,375 80,310 89,631 104,502 36,127 2,258 2.7% Montana 903,773 940,102 990,641 1,042,520 138,747 8,672 0.9% Source: U.S. Census Intercensal Population Estimates; Economic & Planning Systems H:\173007-Bozeman Land Use Forecasts\Data\[173007-Pop-2000-2016-06-27-2017.xlsm]R-Pop 2000-2016 Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 9 Working Draft Report Figure 1 Population Index, 2000-2016 Approximately 43 percent of the total Gallatin County population resides in Bozeman (Table 2). Bozeman is also the economic hub of the county and represents approximately 77 percent of total county employment. The median household income in Bozeman is nearly $46,000 per year, which is slightly lower than the countywide average of approximately $55,500. Some of the differences are attributed to the large student population in Bozeman which brings down the median, and the presence of large high end homes and luxury ranches in the unincorporated areas outside Bozeman where household incomes are higher. The presence of Montana State University directly impacts the general demographics of Bozeman. Incomes, the average age, and average household size in Bozeman are all lower than the county as a whole. In addition, the proportion of renter households is significantly higher than in the rest of the County. Table 2 Gallatin County Demographic Summary Bozeman Belgrade Manhattan Three Forks West Yellowstone 90% 100% 110% 120% 130% 140% 150% 160% 170% 2000 2002 2004 2006 2008 2010 2012 2014 2016 Population Index Source: U.S. Census Intercensal Population Estimates; Economic & Planning Systems Description Bozeman Belgrade Four Corners Manhattan Gallatin County Population (2016)45,250 8,254 3,406 [1]1,691 104,502 % of County Population 43%8%3%2%100% % of County Jobs (2014)77%7%7%1%100% Median HH Income $45,729 $47,379 $78,142 $52,135 $55,553 Median Age 27.2 29.0 36.0 42.8 33.2 Avg. HH Size 2.22 2.58 2.74 2.18 2.39 Owner HHs (% of Total)44%59%81%73%62% Renter HHs (% of Total)56%41%19%27%39% [1] 2011-2015 American Community Survey 5-Year Estimates \\EPSDC02\Proj\173007-Bozeman Land Use Forecasts\Data\[173007-CENSUS SUMMARY-06-27-2017.xlsm]SUMMARY Source: U.S. Census Bureau; 2011-2015 American Community Survey 5-Year Estimates; LEHD Origin- Destination Employment Statistics; Economic & Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 10 Working Draft Report Employment Employment in Gallatin County has increased by approximately 12,400 jobs since 2005, which equates to a growth rate of 2.4 percent per year (Figure 2). Between 2005 and 2016, the largest gains in employment occurred in Health Care and Social Assistance (2,107 jobs), Professional, Scientific and Technical Services (1,618 jobs), Accommodation and Food Services (1,539 jobs), Retail Trade (1,188 jobs), and Manufacturing (1,086 jobs) (Table 3). These employment statistics only include wage and salary jobs; the figures are more current than sources which include proprietors employment. Proprietors employment (self-employed) comprises 25 to 30 percent of the jobs in Gallatin County. Proprietors are concentrated mainly in the construction, real estate, and professional services industries. Figure 2 Gallatin County Employment, 2000-2016 40,36442,26343,77245,13942,09840,81141,85442,89145,04947,30949,67152,14330,000 35,000 40,000 45,000 50,000 55,000 60,000 2005-Q12006-Q12007-Q12008-Q12009-Q12010-Q12011-Q12012-Q12013-Q12014-Q12015-Q12016-Q1Wage and Salary Employment Source: Bureau of Labor Statistics; Economic & Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 11 Working Draft Report Table 3 Gallatin County Employment Trends, 2005-2016 Wage and Salary Employment 2005 2008 2010 2011 2012 2013 2014 2015 2016 Total Ann. %Total Ann. %Total Ann. %Total Ann. % Agriculture, Forestry, Fishing and Hunting 428 431 483 546 520 520 534 555 553 4 0.3%51 5.8%71 2.3%125 2.4% Mining, Quarrying, and Oil and Gas Extraction 74 240 202 220 231 225 237 197 183 166 48.2%-38 -8.2%-19 -1.6%110 8.6% Utilities 100 110 118 122 117 58 98*52*26*10 3.1%8 3.4%-91 -22.0%-74 -11.4% Construction 5,065*5,148*3,285*3,360*3,412*3,930*4,299*4,754*5,221*84 0.5%-1,864 -20.1%1,937 8.0%156 0.3% Manufacturing 2,178 2,577 2,244 2,310 2,337 2,659 2,851 3,037 3,264 398 5.8%-333 -6.7%1,020 6.4%1,086 3.7% Wholesale Trade 1,224 1,401 1,348 1,324 1,397 1,544 1,478 1,582 1,670 177 4.6%-53 -1.9%323 3.6%447 2.9% Retail Trade 6,707 7,274 6,548 6,703 6,781 6,956 7,227 7,586 7,895 567 2.7%-726 -5.1%1,347 3.2%1,188 1.5% Transportation and Warehousing 966*1,248*1,057*1,067*1,166*699*1,353*755*451*282 8.9%-192 -8.0%-606 -13.2%-515 -6.7% Information 621 650 559 593 583 289 467 578 606 29 1.5%-91 -7.3%47 1.4%-15 -0.2% Finance and Insurance 1,177 1,287 1,312 1,295 1,303 1,348 1,409 1,470 1,490 110 3.0%26 1.0%178 2.1%313 2.2% Real Estate and Rental and Leasing 914 950 856 861 787 782 797 880 969 36 1.3%-94 -5.1%114 2.1%55 0.5% Professional, Scientific and Technical Services 2,490 3,422 3,094 3,176 3,312 3,552 3,652 3,895*4,108*932 11.2%-329 -4.9%1,015 4.8%1,618 4.7% Management of Companies and Enterprises 25 111 141 146 158 191 219 252 225 86 65.1%30 12.8%83 8.0%200 22.2% Admin., Support, Waste Mng., and Rem. Srvcs.1,140 1,295 1,209 1,297 1,287 1,411 1,602*1,729*1,899*154 4.3%-86 -3.4%691 7.8%759 4.7% Educational Services 392*537*520*571*605*632*654*657*692*146 11.1%-17 -1.6%172 4.9%300 5.3% Health Care and Social Assistance 3,304*3,593*4,043*4,269*4,557*4,739*4,883*5,128*5,411*290 2.8%450 6.1%1,368 5.0%2,107 4.6% Arts, Entertainment, and Recreation 1,285 1,283 1,250 1,319 1,289 1,361 1,395 1,429 1,404 -2 0.0%-33 -1.3%154 2.0%119 0.8% Accommodation and Food Services 5,777 5,583 5,322 5,462 5,736 6,268 6,638 7,062 7,316 -194 -1.1%-262 -2.4%1,995 5.4%1,539 2.2% Other Services, except Public Administration 1,445*1,511*1,468*1,541*1,679*1,775*1,876*1,994*2,096*67 1.5%-43 -1.4%628 6.1%651 3.4% Public Administration 1,516 1,658 1,734 1,742 1,741 1,724 1,737 1,674 1,703 142 3.0%76 2.3%-31 -0.3%188 1.1% Unclassified 7 4 1 1*0 3 6*3 6 -3 -18.9%-3 -39.9%5 27.8%-1 -1.6% Total Employment 42,102 45,837 42,482 43,663 44,747 47,432 49,337 52,051 54,477 3,735 2.9%-3,355 -3.7%11,995 4.2%12,375 2.4% * Indicates all or a portion of employment is withheld due to disclosure issues. Source: Bureau of Labor Statistics; Economic & Planning Systems \\EPSDC02\Proj\173007-Bozeman Land Use Forecasts\Data\[173007-BLS-06-27-2017.xlsm]T-FC-EMP SUM Total 2005-2016 Pre-Recession Recession Recovery 2005-2008 2008-2010 2010-2016 Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 12 Working Draft Report The Great Recession and Recovery During the Great Recession (2008-2010) there was a reduction in employment in nearly every sector. The most significant losses occurred in Construction, which saw a decrease of nearly 50 percent during that time period, and Goods-Producing Industries, such as manufacturing, natural resources, and mining (Figure 3). Employment in Retail, Accommodation, and Recreation and Service-Providing Industries saw less significant reductions in total employment during the Great Recession. Between 2013 and 2014, employment in Retail, Accommodation, and Recreation, Goods- Producing Industries, and Service-Providing Industries surpassed pre-recession levels. While the Construction sector has not yet reached pre-recession levels, employment continues to increase at a steady pace and based on current growth rates could surpass pre-recession levels by 2018. Figure 3 Gallatin County Employment Index, 2008-2016 60 70 80 90 100 110 120 130 140 150 160 2005-Q12006-Q12007-Q12008-Q12009-Q12010-Q12011-Q12012-Q12013-Q12014-Q12015-Q12016-Q1Employment Index Goods-Producing Industries Service-Providing Industries Construction Retail, Accomodation, and Recreation Source: BLS; Economic& Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 13 Working Draft Report Between 2010 and 2016, growth in Accommodation and Food Service and Construction represented roughly 17 and 16 percent, respectively, of growth in total employment (Figure 4). These sectors combined with Health Care and Social Assistance and Retail Trade represent over 50 percent of the new jobs added following the recession. Figure 4 Share of Job Growth by Sector, 2010-2016 17% 16% 11% 11% 9% 8% 0%2%4%6%8%10%12%14%16%18% Accom./Food Srvc. Construction Health Care and Social Asst. Retail Trade Manufacturing Prof., Scientific, and Tech Srvcs. Source: Bureau of Labor Statistics; Economic& Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 14 Working Draft Report Employment by City Bozeman continues to be the economic hub of the region with approximately 77 percent of total Gallatin County employment (Figure 5). While Gallatin County employment has historically been concentrated in Bozeman, the growth in the technology and outdoor industries in the late 1990s accelerated this trend. The concentration of high-tech employment in Bozeman has also translated to high number of startups in the city. Since 2005, Bozeman has captured roughly 80 percent of total employment growth in the county (Figure 6). This means that for every 10 jobs created in Gallatin County, eight were in Bozeman. Figure 5 Gallatin County Job Distribution, 2014 Figure 6 Share of Job Growth by Area, 2005-2014 Four Corners and Belgrade represent nearly 15 percent of all employment in Gallatin County. While employment growth in Belgrade has been consistent with historical trends, growth in Four Corners has increased significantly. Between 2005 and 2014, roughly 15 percent of total new employment in the county occurred in Four Corners. Bozeman 77% Belgrade 7% Four Corners 7% Manhattan 1% West Yellowstone 2% Rest of County 6% Source: U.S. Census Bureau, LEHD Origin-Destination Employment Statistics; Economic& Planning Systems 80% 7% 15% 6% 0% -9% -20%0%20%40%60%80%100% Bozeman Belgrade Four Corners Manhattan West Yellowstone Rest of County % of Growth, 2005-2014 Source: U.S. Census Bureau, LEHD Origin-Destination Employment Statistics; Economic & Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 15 Working Draft Report Average Firm Size The average firm size in Gallatin County has decreased from 9.2 employees per firm in 2000 to 8.6 employees per firm in 2016. However, in sectors that have added the most jobs to the local economy since 2000, the average firm size has increased indicating that job growth is coming from the expansion of existing firms as well as new firm creation. In the sectors with the largest increases in total employment the average firm size is 13.7 employees per firm, which represents an increase of 33 percent when compared to the average firm size in 2000. The largest increases were in Construction, which increased from 4.7 employees per firm in 2000 to 10.0 employees per firm in 2016, and Health Care and Social Assistance, which increased from 11.8 employees to 19.3 employees per firm during the same time period (Figure 7). Overall, these firm sizes show that Bozeman’s economy is driven by small businesses. Figure 7 Average Firm Size, 2000 and 2016 17.2 10.0 19.3 14.1 13.3 8.2 15.7 4.7 11.8 10.9 14.8 3.9 Accom./Food Srvc. Construction Health Care and Social Asst. Retail Trade Manufacturing Prof., Scientific, and Tech Srvcs. 2016 2000 Source: Bureau of Labor Statistics; Economic& Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 16 Working Draft Report Bozeman Job Growth by Industry From 2005 through 2014, employment growth in education, health services, leisure, and hospitality represented approximately 65 percent of the total job growth that occurred in Bozeman (Table 4). Employment in Construction and Information both experienced contraction in total employment. The loss of employment in these two sectors is indicative of two major factors that are affecting regional employment. The first is the lasting impact of the Great Recession. Specific sectors experienced a significant increase in employment in the period leading up to the Great Recession. While a large number of service related jobs have surpassed their pre-recession levels there are others, such as Information, that have experienced a slower recovery and have not fully recovered to their pre-recession levels. The second major factor impacting changes in employment in individual communities in Gallatin County is an economic base that is expanding to include additional communities, such as Four Corners and Manhattan. While Bozeman and Belgrade lost employment in construction, manufacturing, and trade and transportation related sectors, Four Corners and Manhattan gained employment in these same sectors. This is an indication of a more competitive landscape where firms are moving to areas with low costs of entry and correspondingly lower development costs that are the result of lower land and entitlement costs. Table 4 Share of Job Growth by Sector, 2005-2014 Share of Job Growth Bozeman Belgrade Four Corners Manhattan Natural Resources and Mining 1.2%0.0%-2.7%0.2% Construction -2.2%-21.0%9.8%8.5% Manufacturing 1.9%-15.5%3.8%2.5% Trade, Transportation, and Utilities 0.8%-5.5%19.2%8.3% Information -2.7%-1.5%3.3%4.2% Financial Activities 1.9%-5.0%2.5%12.2% Professional and Business Services 11.2%20.1%17.7%3.7% Education and Health Services 30.5%44.1%24.1%29.3% Retail Trade 7.0%26.6%7.6%9.9% Leisure and Hospitality 35.0%43.2%6.4%13.2% Other Services 8.5%14.8%8.3%2.3% Government 6.8%-0.4%0.1%5.5% Total 100.0%100.0%100.0%100.0% Source: U.S. Census Bureau, LEHD Origin-Destination Employment Statistics; Economic & Planning Systems \\EPSDC02\Proj\173007-Bozeman Land Use Forecasts\Data\[173007-Employment-LEHD-09-13-2017.xls]T-LQ (2) Economic & Planning Systems, Inc. 17 173007-Draft Report_092817.docx 3. BOZEMAN SOCIOECONOMICS The previous chapter covered growth and economic trends in Gallatin County and Greater Bozeman. This chapter provides more specific information on the socioeconomic trends and conditions in the City of Bozeman. Economic Drivers The Bozeman economy has five key segments which distinguish it from other midsized cities. This economic mix also creates unique challenges and opportunities. • Higher Education – The presence of a major university affects the housing market, but also creates opportunities for research and development partnerships, provides skilled labor, and is a source of stable employment which buffers economic downturns. • Tourism and Recreation – Bozeman is a “gateway community” that is the gateway, or jumping off point, for world class recreation including the Bridger and Bowl Big Sky ski areas, pristine rivers and stream, and Yellowstone and Glacier National Parks. • Health Care – Bozeman Health is a regional hub for health care in Southwest Montana, employing over 1,000 people. There are numerous other clinics and doctors’ offices clustered around the hospital and located throughout Bozeman. • Technology – Rare in small cities, Bozeman is a hub for technology and research and development companies that have both started in and move into Montana. • Regional Trade Center – Bozeman serves at least a 150 mile trade area, making it the premier retail, services, and health care hub in Southwest Montana. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 18 Working Draft Report This section describes the major economic drivers in Bozeman. This summary is based on the information and analysis included in the 2017 Economic Profile of Gallatin and Park Counties published by the Prospera Business Network, supplemented by research and analysis by EPS. Higher Education Montana State University is one of the primary economic anchors in the City of Bozeman. In 2016, the University had a student headcount of 16,440 (Figure 8). Since 2009, the rate of growth in the number of students grew at just under 4 percent per year, which is significantly higher than the historical growth rate since 1990, which was closer to 1.0 per year. While this rate of growth may not be maintained over the long-term, the University will continue to be a major driver in the local economy. The University also employs roughly 3,100 employees and has $514 million in annual operations spending. The vast majority of operations spending is paid to employees and Montana vendors. Figure 8 MSU Student Enrollment and Total FTE Count, 1990-2016 Tourism and Recreation Tourism and recreation continue to be a major driver in Bozeman and Montana as a whole. The Bozeman area benefits from its close proximity to some of the state’s most beautiful natural amenities, such as hiking trails and rivers and streams that are often used for fishing and rafting, as well as its close proximity to Yellowstone National Park and a number of established ski areas including the Bridger Bowl and Big Sky. 16,440 0 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 18,000 20,000 199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013201420152016MSU Headcount Source: MSU; Economic& Planning Systems 1990-2008: 1.0% annual growth 2009-2016: 3.7% annual growth Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 19 Working Draft Report During the summer months, Yellowstone National Park is the top destination for nonresident visitors in Montana, many of which pass through or spend time in Bozeman. Since 2000, park visitation has increased at approximately 2.6 percent per year or by roughly 89,000 visitors per year (Figure 9). Walking around Downtown Bozeman one often hears foreign, mostly European, languages being spoken indicating the global draw of the region. Figure 9 YNP Annual Visitation, 2010-2016 Skier visits to Big Sky and Bridger have also consistently increased since 2000. Between 2000 and 2016, skier visits increased by an average of 2.5 percent per year, which equates to an additional 14,000 visitors per year (Figure 10). Nationally, skier growth has been flat over the long-term. Figure 10 Annual Skier Visits, 2010-2016 0 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 4,000,000 4,500,000 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Annual Visitation Source: Yellowstone National Park Reports; Economic& Planning Systems 0 100,000 200,000 300,000 400,000 500,000 600,000 2000-20012001-20022002-20032003-20042004-20052005-20062006-20072007-20082008-20092009-20102010-20112011-20122012-20132013-20142014-20152015-20162016-2017Skier Visits Big Sky and Moonlight Basin Bridger Source: University of Montana; USDA Forest Service, Northern Region and individual ski areas; Economic& Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 20 Working Draft Report Health Care The Health Care sector is one of the largest employers in Bozeman and Gallatin County and is a significant contributor to the regional economy. Bozeman Health, which is composed of two hospitals (one is located in Bozeman), several treatment centers and urgent care centers, and retirement and assisted living facilities, is one of the primary drivers of the regional health care sector. In addition, there are a number of smaller local technology firms that are part of the health care field and contribute to economic growth in the region. Technology Bozeman continues to be a hub for technological companies that are both started in and move into Montana. The city includes a diverse set of technology companies that range from software and hardware companies to optics and photonics firms. The presence of larger and more established firms, such as Oracle, and the influence of Montana State University creates a business environment that is strongly entrepreneurial. Regional Trade Center Bozeman is a regional trade and service center in Southwest Montana. Bozeman’s retail, services, and healthcare businesses serve a trade area of approximately 150 miles or more. Serving this large of a trade area has increased the amount of retail that Bozeman can support. The influx of visitors has helped the community diversify the retail and food and beverage mix and strengthen downtown through the additional injection of spending in addition to the local and regional population. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 21 Working Draft Report Major Private Sector Employers The largest private employers in Gallatin County are listed in Table 5. Bozeman Health Deaconess Hospital is the largest employer in the County, while Oracle, Town Pump, and Walmart are in the second tier of largest county employers. Table 5 Largest Private Employers, Gallatin County, 2015 Employer Name Number of Employees Bozeman Health Deaconess Hospital 1,000+ Oracle America 250-499 Town Pump 250-499 Wal Mart 250-499 Albertson’s 100-249 Bridger Bowl 100-249 Community Food Co-Op 100-249 Costco 100-249 Federal Premium Ammunition 100-249 First Student 100-249 JC Billion 100-249 Kenyon Noble Lumber & Hardware 100-249 Korman Marketing Group 100-249 Martel Construction 100-249 McDonald’s 100-249 Murdoch’s Ranch & Home Supply 100-249 Ressler Motors 100-249 Rosauer’s Super Markets 100-249 Target 100-249 Town & Country Foods 100-249 Zoot Enterprises 100-249 \\EPSDC02\Proj\173007-Bozeman Land Use Forecasts\Data\[173007-Largest Employers-09-19-2017.xlsm]Sheet1 Source: Prosperra Business Network; Bureau of Labor Statistics Quarterly Census of Employment and Wages; Montana Department of Labor & Industry; Economic & Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 22 Working Draft Report Workforce Characteristics This section provides a brief overview the general characteristics of the local workforce. Educational Attainment Generally, the regional workforce is highly skilled and well educated. Approximately 56.5 percent of the workforce has a bachelor’s degree or higher (Figure 11). The presence of Montana State University and the high concentration of professional and high skill jobs, such as technology and health care, are drivers of the highly educated local workforce. Places with a high quality of life are also able to attract skilled labor. Highly educated skilled workers have more choices and flexibility in where they want to work and live. Figure 11 Bozeman Educational Attainment, 2015 0.3%1.7% 12.5% 23.2% 5.9% 36.0% 20.5% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% Less than 9th grade 9th to 12th grade High school graduate Some college Associate's degree Bachelor's degree Graduate or prof. degree % of Total Population Source: U.S. Census Bureau, Economic & Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 23 Working Draft Report Age Distribution The population of Bozeman is also younger when compared to the county and Montana as a whole. The median age in Bozeman is 27.6 compared to a median age of 33.2 in Gallatin County and 39.9 in Montana. The primary driver of this is the large number of students attending Montana State University. The proportion of the total population between the age of 20 and 24 in Bozeman was 21.1 percent compared to 7.2 percent in Montana. Bozeman also has a higher proportion of people between the ages of 25 and 39 compared to Montana, due to the large number of students that remain in the area following graduation and the appeal of the city to those that are in the early stages of their career. Figure 12 Bozeman Age Distribution, 2015 Average Wages Average wages for wage and salary employees in Gallatin County were $40,950 in 2016 (Figure 13). The highest wages were for jobs in Utilities, Mining and Oil and Gas, Finance and Insurance, and Professional, Scientific, and Technical Services. Annual wages in these sectors ranged from an average of $69,511 to $77,584. The lowest paying jobs were in Accommodation and Food Service, Educational Services, and Retail Trade. Annual wages in these sectors ranged from $19,357 to $30,511. 5.50%4.60%3.20%9.50%21.10%10.80%8.80%7.50%4.90%3.60%3.90%4.70%3.80%2.20%1.80%1.00%1.40%1.60%6.00%6.40%6.00%6.40%7.20%6.20%6.30%5.80%5.50%6.10%7.30%7.70%6.90%5.40%3.90%2.80%2.10%2.10%0.00% 5.00% 10.00% 15.00% 20.00% 25.00% % of Total Bozeman Montana Source: U.S. Census Bureau; Economic& Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 24 Working Draft Report Figure 13 Average Wages, Gallatin County, 2016 In Gallatin County, approximately 34 percent of jobs pay less than $49,000 per year or $23.60 per hour (Figure 14). Conversely, 66 percent of total jobs pay more than $49,000 per year and 37 percent of jobs pay more than $64,000 per year. Recall that about 80 percent of all jobs are in Bozeman. While average wages are skewed towards the upper quartile, employment growth has largely occurred in jobs paying less than $49,000 per year. Nearly half of the jobs created between 2010 and 2016 paid less than $34,000 per year or less than $16.30 per hour (Figure 15). While there was also growth in the number of jobs paying over $64,000 per year (24 percent of total new employment), there was modest growth in the number of jobs paying between $49,000 per year and $64,000 per year. Figure 14 Job Distribution by Wage Quartile, 2016 $77,584 $74,360 $73,957 $69,511 $66,144 $63,674 $58,786 $57,217 $57,096 $49,797 $49,010 $45,906 $42,120 $40,950 $35,763 $35,672 $33,956 $31,356 $30,511 $26,949 $19,357 $0 $20,000 $40,000 $60,000 $80,000 $100,000 Utilities Mining, Quarrying, and Oil and Gas Extraction Finance and Insurance Professional, Scientific and Technical Services Health Care and Social Assistance Management of Companies and Enterprises Information Public Administration Wholesale Trade Arts, Entertainment, and Recreation Construction Transportation and Warehousing Manufacturing Average Wage Agriculture, Forestry, Fishing and Hunting Real Estate and Rental and Leasing Admin., Support, Waste Mng., and Rem. Srvcs. Other Services, except Public Administration Retail Trade Educational Services Accommodation and Food Services Average Wage Source: BLS; Economic & Planning Systems 14% 20% 29% 37% 0% 5% 10% 15% 20% 25% 30% 35% 40% Less than $34,000 (Less than $16.30/hr) $34,000-$49,000 ($16.30/hr-$23.60/hr) $49,000-$64,000 ($23.60/hr-$30.60/hr) Greater than $64,000 (Greater than $30.60/hr) % of Total Jobs Source: Bureau of Labor Statistics; Economic& Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 25 Working Draft Report Figure 15 Gallatin County Share of Job Growth by Wage Quartile, 2010-2016 Jobs in the roughly $20 to $30 per hour range are often “middle skill” jobs. These jobs pay a living wage but do not require a 4 year degree. The growth of low wage jobs, and lack of growth in middle skill jobs is a national trend. Workforce Shortage Bozeman has a diverse workforce that is both highly educated and well trained. However, due to the rapid rate of employment growth over the past decade, there is an imbalance between the number of jobs available and available workers. The lack of available employees has negatively impacted the ability of regional employers to find qualified employees. Employers in all sectors ranging from manufacturing to technology have run into challenges associated with finding qualified job candidates. Nationally and locally, a shortage of construction and trades workers is contributing to higher housing costs. A factor in the workforce supply is the “trailing spouse” challenge typical of smaller cities and more remote regions that don’t have the agglomeration economies or larger metropolitan areas. The challenge is that it may be difficult for couples or partners to both find adequate employment due to the size of the overall economy and diversity of firms and job openings. This can be a deterrent for firms and skilled labor. 47% 24% 6% 24% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% Less than $34,000 (Less than $16.30/hr) $34,000-$49,000 ($16.30/hr-$23.60/hr) $49,000-$64,000 ($23.60/hr-$30.60/hr) Greater than $64,000 (Greater than $30.60/hr) % of Job Growth(2010-2016) Source: Bureau of Labor Statistics; Economic& Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 26 Working Draft Report Migration When a large portion of an area’s population growth comes from migration, it is a strong indicator that the region has a dynamic economy and is a desirable place to live. Nearly three-quarters of Gallatin County’s population growth is from people moving there (Table 6). While there were a large number of residents moving from other areas in Montana, such as the greater Missoula area, there were also a large number of residents that moved from the Front Range of Colorado, the Pacific Northwest, and California’s Bay Area. Table 6 Gallatin County Net Migration, 2010-2015 Figure 16 Gallatin County In-Migration, 2011-2015 Description Total Share of Change Population Change (2010-2015) Births 7,134 49% Deaths -3,256 -22% Net Migration 10,815 74% Total Population Change 14,693 100% Source: U.S. Census Bureau; Economic & Planning Systems \\EPSDC02\Proj\173007-Bozeman Land Use Forecasts\Data\[173007-Pop Change-09-13-2017.xlsm]Sheet1 Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 27 Working Draft Report Community Comparisons For reference, some comparative statistics from communities that have some similar economic and geographic characteristics to the City of Bozeman are shown below. Table 7 Peer Community Demographics and Employment Description Bozeman, MT Billings, MT Missoula, MT Fort Collins, CO Boulder, CO Bend, OR Demographics Population (2016)45,250 110,323 72,364 164,207 108,090 91,122 Median Age (2015)27.2 37.6 30.5 29.1 28.8 36.5 % Renters (2015)44.4%62.9%47.9%53.9%47.8%58.2% Median HH Income $45,729 $51,012 $41,421 $55,647 $58,484 $52,989 Employment # of Jobs (2014)37,774 66,886 46,231 74,498 88,963 44,516 Top 3 Sectors #1 Educational Services Health Care and Social Assist. Health Care and Social Assist. Health Care and Social Assist.Educational Services Health Care and Social Assist. #2 Retail Trade Retail Trade Retail Trade Educational Services Prof., Scientific, and Tech Srvcs.Retail Trade #3 Health Care and Social Assist. Accom. and Food Srvcs Accom. and Food Srvcs Accom. and Food Srvcs Manufacturing Accom. and Food Srvcs Housing Stock 1 Unit (detached)40%61%53%56%41%69% 1 Unit (attached)11%6%4%9%8%4% 2 Units 10%6%6%2%2%5% 3 or 4 Units 15%6%11%5%7%5% 5 to 9 Units 8%5%6%7%8%4% 10 to 19 Units 6%3%6%9%9%2% 20 to 49 Units 4%2%6%5%10%2% 50 or more Units 3%4%4%3%11%4% Other 3%7%5%3%3%4% Total 100%100%100%100%100%100% Higher Education Major Colleges/Universities Montana State University Montana State University University of Montana Colorado State University University of Colorado Oregon State University Enrollment 16,440 4,429 12,419 33,198 32,775 31,303 % of Total Population 36%4%17%20%30%34% Source: U.S. Census; Bureau of Labor Statistics; Economic & Planning Systems \\EPSDC02\Proj\173007-Bozeman Land Use Forecasts\Data\[173007-CENSUS SUMMARY-06-27-2017.xlsm]Peer Communities Economic & Planning Systems, Inc. 28 173007-Draft Report_092817.docx 4. HOUSING MARKET TRENDS This chapter provides an overview of major trends in the national housing market and in Bozeman, organized as follows. • National Housing and Demographic Trends – An overview of the major demographic trends (Boomers and Millennials) and economic trends after the Great Recession that are influencing the housing market. • Household Characteristics and Affordability – An analysis of trends in renters and owners, and housing affordability metrics (cost burden). • Housing Price Trends – A summary of home price trends in greater Bozeman. • Rental Market – A synopsis of the rental market in Bozeman, including an assessment of the impact of students on the housing market. • Construction Trends – An analysis of new residential construction data and MT Department of Revenue tax parcel data to document construction trends by product type, land use density, and location. National Housing and Demographic Trends The U.S. housing market is changing as broad demographic shifts occur and in part due to the lingering effects of the Great Recession. The Baby Boom and Millennial generations are the two largest demographic segments now and are influencing the housing market, along with other consumer segments of the economy. These two generations at their current ages have higher preferences for walkable, urban locations. After the Great Recession, many households experienced a loss of net worth due to lost income and unemployment, the crash in housing prices, and high household debt levels. Housing Preferences At least two national housing surveys indicate a likely shift in demand toward denser single household housing types, such as townhomes and row houses in walkable/bikeable or transit- accessible locations, and a shift away from lower density and single use single household neighborhoods. These preferences are in contrast to the trends in housing development for much of last half of the 20th Century. The Baby Boom generation shares many of the same preferences for housing as the millennials – modest cost, low maintenance, and close to shopping and services and social activities and networks.1 These two groups account for about 41 percent of the U.S. population (52 percent in Bozeman, weighted towards student age population). If a small percentage of these people migrate towards different housing types or neighborhood types, it has a large impact on the housing market and on land use policy and it is currently changing markets in U.S. cities large and small. 1 What Is Livable? Community Preferences of Older Adults. AARP, 2014. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 29 Working Draft Report The Urban Land Institute’s (ULI) survey of views on housing, transportation, and community, “America in 2013,” found that demand will continue to rise for closer in, well located residential development that is less car-dependent. Sixty-one percent of respondents to the ULI survey prefer a smaller home with a shorter commute over a larger home with a longer commute; • 53 percent want to live close to shopping; • 52 percent prefer to live in mixed-income housing; and • 51 percent prefer access to public transportation. A second national survey by ULI, “America in 2015,” found that just over half of all Americans, and 63 percent of Millennials, would like to live in a place where they do not need to use a car very often. • Another notable survey by the National Association of Realtors (2011) following the Great Recession had similar findings. • Cost Matters: 59% of buyers will make trade-offs to stay within their budget, highlighting a focus on housing affordability. • Sense of Place: A majority prefer neighborhoods with a mix of houses, shops, and businesses. Only 12% prefer traditional subdivisions with houses only. • Walkability: 56% prefer walkable neighborhoods over conventional suburban neighborhoods where a car is required for most trips. • Convenience: 59% would downsize their home for a commute time under 20 minutes. In 2011, EPS and the Sonoran Institute completed a study Reset: Assessing Future Housing Markets in the Rocky Mountain West. A major finding was that buyers would pay more per square foot to live in neighborhoods built in a style defined as compact walkable development (CWD), 18 percent more on average before the recession. These areas also held their value better than conventional neighborhoods during the recession, with prices per square foot 12.5 percent higher on average (Figure 17). CWD includes existing neighborhoods such as the areas north and south of Main Street in Bozeman as well as new development built in a Traditional Neighborhood Design (TND) style such as Valley West on the west side of Bozeman. The premise of TND is many people do not utilize their whole yard or wish to maintain a large yard. In a TND project, lot sizes are smaller, but there are parks and common open spaces located throughout the neighborhood. This is a variation on a previous trend of golf course communities. Many owners in these communities did not necessarily buy in that community for golf, but for the experience of living next to a large open space. TNDs also focus heavily on walkability and bicycle access through sidewalks, paths, and street design. Essentially, TND neighborhoods are modelled after pre-war neighborhoods such as the original Bozeman neighborhoods north and south of Main Street. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 30 Working Draft Report Figure 17 Price per square foot for compact walkable development, 2011 Household Income and Assets During the Great Recession, seven years ago now, household net worth declined by over 40 percent due mainly to the crash in home prices, but also due to declines in other asset values (e.g. stocks), and a high level of household indebtedness.2 In aggregate, household net worth has recovered although other trends run counter to this aspect of the recovery. The share of American adults living in middle-income households has fallen from 61 percent in 1971 to 50 percent in 2015 according to the Pew Research Center.3 Pew defines “middle-income” households as those with an income that is 67 percent to 200 percent (two-thirds to double) the overall median household income after incomes have been adjusted for household size. Upper income households received 49 percent of U.S. aggregate household income went to upper- income households in 2014, up from 29 percent in 1970. Middle-income households accounted for 43 percent of total household income in 2014, down substantially from 62 percent in 1970. The implications are that more households have less savings or assets available to make a down payment on a home and lower income to be able to afford rent or mortgage payments. There has been a recent resurgence in low-down payment mortgages in response. In some parts of the U.S., the housing market became more focused on the move-up and luxury market segments of the market as the pool of first time buyers and middle income buyers shrank. These trends have contributed to the affordability challenges in cities nationwide. 2 Household Wealth Trends in the United States, 1962-2013: What Happened over the Great Recession? Edward N. Wolff NBER Working Paper No. 20733. 3 http://www.pewsocialtrends.org/2015/12/09/the-american-middle-class-is-losing-ground/ $289 $231 $110 $139 $175 $111 $267 $243 $144 $166 $210 $157 $50 $100 $150 $200 $250 $300 $350 Carbondale Eagle Buena Vista Bozeman Teton Valley Boise $ perSquare Foot Overall Market CWD Source: LocalMLS; Economic & Planning SystemsSource: LocalMLS; Economic & Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 31 Working Draft Report Other notable statistics and considerations related to the Millennial generation are noted below. • Diverse – Millennials are more racially and ethnically diverse than the U.S. population as a whole. • Wealth and Income – Millennials, like the Boomers, are also diverse in wealth and income. Many graduated college during the Great Recession and had to take lower paying jobs than they would have preferred, and many have large amounts of student loan debt. The National Association of Realtors found that for the last four years buyers 36 years and younger (Millennials/Gen Y) were the largest share of home buyers at 34 percent. Forty-six percent of buyers 36 years and younger reported having student loan debt with a median loan balance of $25,000. • Highly mobile – Many Millennials, especially the well-educated, will look for a place to live and then look for a job, and many work remotely. They are attracted to places with a high quality of life, both in cities and mountain towns based on interviews conducted by EPS in other Intermountain West cities and mountain areas. • The Oldest Millennials are 36 – As Millennials age their housing preferences are likely to change as their incomes rise and they start families. They may still prefer walkable neighborhoods and access to mixed use areas, but may look for larger homes. Recent reports from the National Association of Realtors note that Millennials are now the largest group of homebuyers. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 32 Working Draft Report Household Characteristics and Affordability In Bozeman, the most recent American Community Survey figures estimate that 56 percent of households are renters and 44 percent are owners (Figure 18). The 16,440 MSU students are a major influence on this figure. The distribution of renters and owners has not changed significantly over the 16 years shown here. Figure 18 Bozeman Housing Tenure, 2000, 2010, 2016 The U.S. Department of Housing and Urban Development (HUD) defines a household as being “cost burdened” when it is paying 30 percent or more of its income to rent or mortgage payments. In Bozeman, 22 percent of owner households are paying more than 35 percent of their income in rent and 9 percent are paying between 30 and 35 percent (Figure 19). For renters, 44 percent are paying more than 35 percent of their income to rent (Figure 20). Another 8.0 percent pay between 30 and 35 percent of their income in rent. Unfortunately, the Census does not allow us to differentiate between students and the resident employee population. Nevertheless, this is a large proportion of cost burdened households. 43%45%44% 57%55%56% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2000 2010 2015 % of Total Households Owner Renter Source: U.S. Census Bureau; Economic& Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 33 Working Draft Report Figure 19 Percent of Owner Households Spending Over 30% of Income on Housing, 2015 Figure 20 Percent of Renter Households Spending Over 30% of Income on Housing, 2015 30% 14% 22% 27% 7% 34% 25% 19% 16% 7% 27% 23% 17% 17% 15% 0%10%20%30%40%50%60%70% Less than $20,000 $20,000 to $34,999 $35,000 to $49,999 $50,000 to $74,999 $75,000 or more Bozeman Montana United States Source: U.S.Census Bureau; Economic& Planning Systems 47% 34% 15% 4% 1% 59% 29% 9% 3% 0% 49% 30% 13% 6% 2% 0%10%20%30%40%50%60%70% Less than $20,000 $20,000 to $34,999 $35,000 to $49,999 $50,000 to $74,999 $75,000 or more Bozeman Montana United States Source: U.S.Census Bureau; Economic & Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 34 Working Draft Report Housing Price Trends As of August 2017, the median home price in Bozeman was $398,000 up from $245,000 as the recovery from the Great Recession began (Figure 21). The annual appreciation rates over the past five years have been in the 10 to 12 percent per year ranges in and around Bozeman, Belgrade, Livingston, and Three Forks. Home prices are highest just outside Bozeman city limits for homes with large acreage. Home prices in Downtown Bozeman begin at approximately $500,000 to $600,000 for a home that has not been updated and is in need of major maintenance and upkeep. New construction, often redevelopment, in the Downtown area can be priced over $1.0 million. Figure 21 Median Sale Price by Area, 2003-2017 In order to afford the median priced home in Bozeman at the 30 percent of income affordability standard, a household needs to earn at least $68,400 per year or $32.00 per hour for one earner (Table 8). This is 150 percent of the current median household income in the city. In Belgrade and Manhattan, home prices are better matched with area household incomes. However, assuming a householder works in Bozeman, there are additional transportation costs especially commuting from Manhattan. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 35 Working Draft Report Table 8 Income Required to Afford the Median Priced Home Factors Bozeman Belgrade Bozeman Outside City Limits Manhattan Median Single Family Home $398,000 $308,000 $492,000 $260,000 Down Payment 10%-$39,800 -$30,800 -$49,200 -$26,000 Mortgage Amount $358,200 $277,200 $442,800 $234,000 Monthly Payment - 30-Yr. Fixed 4.0%$1,710 $1,323 $2,114 $1,117 Annual Payment 12 $20,521 $15,881 $25,368 $13,406 Required Household Income 30% of income $68,404 $52,936 $84,559.80 $44,686 Median Household Income $45,729 $47,739 $78,142 $52,135 Required Income as % of Median Household Income 150%111%108%86% Source: Gallatin Assocation of Realtors; US Census; Economic & Planning Systems H:\173007-Bozeman Land Use Forecasts\Data\[173007-Affordability Calcs.xlsx]Afford Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 36 Working Draft Report Rental Market Rental market information comes from the 2014 Bozeman Rental Housing Survey, EPS research of rental listings, and interviews with local realtors. There are no published statistics on the Bozeman apartment market. • Vacancy Rates – As noted in the 2014 Housing Survey, the rental market is very tight with essentially vacancy at less than 5.0 percent which accounts only for unit turnovers between tenants. Approximately 600 multifamily units were built since this survey which has helped to ease the supply constraints somewhat. There are also 800 private student apartments in the development pipeline now, and MSU opened a new approximately 400 bed dorm in 2016. • MSU Enrollment – Enrollment at MSU increased by 2,900 students from 2010 through 2016 (21 percent), and MSU is expected to continue to grow over the next 5 to 10 years. Student growth combined with the strong job growth in the region has created even more demand for rental housing. MSU students live in nearly all neighborhoods in Bozeman. • Rental Rates – Two bedroom rental rates average approximately $1,200 per month. The student market drives a large portion of rental rates. Student housing is typically priced at $500 to $600 or more per bedroom per month. This equates to over $1,000 per month for two bedroom unit, and $1,500 or more per month for a single household home rental. Impact of Student of Rental Rates As shown in the example below, three students paying $550 per month equate to a monthly housing payment of $1,650. This is roughly equivalent to the mortgage payment on a $345,000 home, 5 percent less than the median priced home of $360,000 (Table 9). Table 9 Student vs. Local Housing Payment Example 3 Students One Full Time Resident Household Student 1 $550 Student 2 $550 Student 3 $550 Total Rent $1,650 $1,650 Annual Housing Cost $19,800 $19,800 Percent of Median Household Income ---43% Median Household Income ---$45,729 Rent in Equivalent Home Value [1]$345,611 [1] 10% down payment; 30 year fixed rate mortgage; 4.0% interest. Source: Economic & Planning Systems H:\173007-Bozeman Land Use Forecasts\Data\[173007-Affordability Calcs.xlsx]Rental Afford Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 37 Working Draft Report Construction Trends In Bozeman, approximately 7,200 housing units were constructed from 2005 through 2016, an average pace of 600 units per year (Table 10). The two most common types of housing built were single household detached homes (2,681 units) and multifamily buildings (mostly apartments) with 5 or more units. While classified as “5+plexes”, these are typically apartment buildings with 50 or more units per building. Table 10 Residential Construction Trends, 2005-2016 Description 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Total Average Single Family 266 244 214 99 74 143 161 247 388 283 266 296 2,681 223 ADU 3 2 9 8 10 2 10 11 6 13 14 9 97 8 Townhouse 62 62 71 43 19 21 4 38 74 77 24 72 567 47 Duplex 130 62 82 26 8 8 8 28 14 40 35 74 515 43 Triplex/Fourplex 199 123 60 42 38 17 10 9 24 42 44 63 671 56 5+ Units 406 210 332 143 62 51 23 102 308 453 399 219 2,708 226 Total 1,066 703 768 361 211 242 216 435 814 908 782 733 7,239 603 Source: City of Bozeman; Economic & Planning Systems H:\173007-Bozeman Land Use Forecasts\Data\[173007-New Housing Units-07-12-2017.xlsm]Sheet1 2005-2016 Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 38 Working Draft Report As a percentage, single household homes increased from 31 percent of construction during the 2005-2010 time period to 43 percent in the 2011 to 2016 time period. “Middle density” units including duplexes, townhomes, and triplex/fourplexes declined from 32 percent of the market to 18 percent of the market. Higher density construction stayed about the same at 36 percent over the 2005 to 2010 time period and 39 percent of the more recent 5 year period. Figure 22 Units Built by Density Type, 2005-2010 and 2011-2016 These middle density unit types provide additional choices for housing types – small and lower maintenance – and can sometimes be built more affordably than larger single household homes. When priced attainably, they also provide another option for first time buyers, or people who want a lower cost home, to build equity. There is therefore a policy interest in seeing more construction of middle density unit types to increase affordability opportunities and to expand housing choices. 31% 43% 8% 8% 10% 5% 14% 5% 36% 39% 0%10%20%30%40%50%60%70%80%90%100% 2005-2010 2011-2016 % of Total UnitsSingle Family Townhouse Duplex Triplex/Fourplex 5+plex Source: Cityof Bozeman; Economic& Planning Systems Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 39 Working Draft Report The average single household lot size has dropped about 20 percent from the early 2000s through the late 2000s (Figure 23). For example, in the Valley West subdivision, built in a Traditional Neighborhood Design (TND) style, approximately 40 percent of the lots are between 5,000 and 7,500 square feet and a quarter are smaller than 5,000 square feet. Laurel Glen, built in the late 2000s has most lots in the 6,500 to 8,500 square foot size range. Most of the lots in the Valley Subdivision (between Babcock and Durston) are between about 9,000 and 10,000 square feet, built in the late 1980s through the 1990s. Lot sizes reflect ‘net densities’. When the park/open space and amenity features of TND are included, the overall density may not be significantly higher (i.e. more units per acre) than a conventional subdivision. Figure 23 Average Single household Lot Size by Year Built Like many cities surrounded by undeveloped and/or agricultural land, Bozeman is growing outward, primarily to the west but also to the south (Figure 24). There have also been approximately 100 homes built in the Downtown area neighborhoods since 2012. These are comprised of the redevelopment of existing single household homes with new single household homes, and townhome and condominium infill and redevelopment projects. These data do not include ADUs. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 40 Working Draft Report Figure 24 Residential Development by Location and Year Built LOVEINTERSTATE 907THHUFFINEBAXTERGOOCH HILLDAVISFRONTAGEDURSTONCOTTONWOOD19THKAGYBLACKWOODSTORY MILLBOZEMAN TRAILBRIDGERHARPER PUCKETTOAKBRIDGER CANYONRED W INGGRIFFINFORT ELLISSPRINGHILLVALLEY CENTERKELLY CANYONCOLLEGEHIDDEN VALLEYROUSE11THSIMMENTALMAIN3RD27THTSCHACHEOFF RAMPO N  RAMP GOLDENSTEIN22NDBAXTERFRONTAGEO N  R A M P 7THINTERSTATE 90B A X T ER 7THHUFFINEYear Built - ResidentialBefore 20002000 - 20102011-2017´00.91.80.45Miles Economic & Planning Systems, Inc. 41 173007-Draft Report_092817.docx 5. RETAIL MARKET This chapter begins with an overview of the changes in the national retail market and its potential impact on Bozeman. Next, it presents an analysis of citywide spending potential compared to the current major retailer inventory, followed by an evaluation of the B-1 and B-2 commercial zone areas. National Retail Market The retail industry has shifted greatly over the last 10 to 15 years, impacted by the growth of internet sales, declining brick and mortar store sales, retail chain consolidations, and demographic shifts and preferences. Collectively, these trends are impacting store sizes and reducing the overall demand for new retail space locally and nationally. The Rise of E-Commerce Between 2001 and 2015, total online retail purchases (excluding auto related) grew from approximately $29 billion to $310 billion, a 21.8 percent annual growth rate. Online sales accounted for 22 percent of total retail sales growth (Figure 25). During the same period, brick and mortar stores grew at a 3.7 percent annual growth rate, decreasing their share of the total retail market from 98 percent to 89 percent. Despite still accounting for only 11 percent of overall spending, the growth in online shopping is impacting the demand for traditional brick and mortar stores. This also affects the way retailers are doing business, pushing them to alter store formats and incorporate online sales and marketing into their business concepts. The list of top online retailers reinforces this point as many have a significant brick and mortar presence as well. This group includes such major retailers as Walmart, Target, Home Depot, Best Buy, and Bed Bath & Beyond. Figure 25 US E-Commerce Sales, 2001-2014 Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 42 Working Draft Report A number of key national trends impacting the existing inventory of retail stores as well as new development are highlighted below: • Social Media and “Showrooming”- According to the National Retail Federation, 86 percent of American consumers at least occasionally research items online before buying in a store; of this, 22 percent conduct this research primarily on blogs and 32 percent primarily on Facebook. Electronics is most researched, followed by apparel, appliances, and then shoes. Many consumers will also look at or try on an item in a store and then price shop and purchase it online. • Spending Patterns - Changes in spending patterns are also affecting the amount and mix of retail space. Millennials, who are highly mobile, are less likely to accumulate furniture and home furnishings and other large, high cost items. They are also more interested in experiences, emphasizing travel and entertainment over material goods. Their spending patterns are similar to the boomer generation who has already purchased much of the goods they need and are downsizing their homes and accumulated items. Boomers are also spending more of their income on travel, leisure, entertainment, and dining out. • Changing Retail Mix - These changes in spending patterns are impacting the mix of retail space in aggregate and in downtowns in particular. The restaurant, bar, and microbrewery segment has grown rapidly and new food and beverage formats have been introduced (e.g. food halls and market halls, farm to table restaurants, and food trucks). The growth of shoppers goods store space (general merchandise, apparel, furniture, and other shopper’s goods) is flat or declining in contrast as exhibited by numerous closures by Macy’s, JCPenney, Sears, and Kmart. • Store and Chain Closures - Over the past five years, there have been nearly 200 retail chain bankruptcies. In 2017, CNN Money reported that there were 5,300 store closing announcements through June 20 compared to 6,200 in 2008 during the Great Recession—the worst year so far for store closings. There are fewer stores in the market now, making it more difficult to find tenants for new retail developments. Vacancies are increasing nationally as large blocks of space are vacated by store brands which no longer exist. Bozeman Retail Development Retail development in Bozeman is concentrated along two major arterials that include U.S. Highway 191 (W. Main Street and Huffine Lane) and North 19th Avenue (Figure 26). U.S. Highway 191, including Bozeman’s historic downtown along Main Street, is a vibrant corridor of retail and restaurant spaces that is frequented by locals and tourists throughout the year. Retail development to the west of downtown Bozeman along Hwy 191 includes smaller strip malls and commercial nodes as well as Bozeman’s regional mall, the Gallatin Valley Mall. Historically, N. 19th Avenue was defined by low density retail uses, such as car washes and auto dealerships. However, with the addition of several big box retailers that include Home Depot, Target, and Costco, the N. 19th Avenue corridor is now a regional node for big box retailers and a destination for those living in and outside of Bozeman. Development along this corridor is anticipated to continue to be defined by large format users that draw demand at the regional level. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 43 Working Draft Report Figure 26 Retail and Commercial Development Areas Based on a high level review of commercial retailers in Bozeman, there are a wide variety of national grocery chains, big box retailers, and smaller local stores. There are six full service supermarkets (including the Walmart Supercenter) in Bozeman plus several smaller specialty food stores and independent grocers such as the Community Food Co-op (Table 11). Bozeman also has most of the national anchor retailers that are still active in the market, including Costco, Target, Home Depot, Lowes, Kohls, and Macy’s. While a number of these stores are located within the Gallatin Valley Mall, an increasing number have located along the N. 19th Avenue corridor. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 44 Working Draft Report Table 11 Bozeman Retail Inventory Store Type Description Avg. Sq. Ft. Supermarkets and Grocery Stores Walmart Supercenter 220,000 Safeway 65,000 Albertsons 65,000 Smith's 50,000 Rosauers 50,000 Heebs East Main Grocery 20,000 Huckleberry's Natural Market 20,000 Community Food Co-op 10,000 Town & Country Foods 10,000 Shopper's Goods Costco Wholsale 120,000 Target 120,000 Kohls 60,000 Macy's 50,000 Sportsman's Warehouse 50,000 Wholesale Sports 50,000 Dollar Spree 50,000 Dollar Tree 50,000 REI 25,000 T.J. Maxx 20,000 Ross 20,000 Sears 20,000 JCPenney 20,000 Play it Again Sports 20,000 Gap Outlet 10,000 Joann 10,000 White House Black Market 10,000 Other Shopper's Goods Gallatin Valley Furniture 35,000 Barnes and Noble 20,000 Office Depot 20,000 Staples 20,000 Petco Animal Supplies 20,000 PetSmart 20,000 Mattress King 10,000 Building Material & Garden The Home Depot 150,000 Lowe's Home Improvement 150,000 Murdoch's Ranch & Home Supply 50,000 Source: Economic & Planning Systems \\EPSDC02\Proj\173007-Bozeman Land Use Forecasts\Models\[173007-TPI-09-22-2017.xlsm]3-Store Inventory-Report Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 45 Working Draft Report Supportable Commercial Area Spending by households located in the City of Bozeman is estimated to support roughly 1.36 million square feet of retail development (Table 12). This is based on an estimated 33,000 households in the city, an average household income of nearly $46,000, and retail spending equating to 35 percent of total household income. Commercial businesses in the city rely on spending from local households, households living in the Greater Bozeman area and travelling to the city for their retail needs, and tourists. While the ratio between local spending and inflow ranges by store type, comparing local spending potential to the existing inventory of stores provides an indication of the amount of inflow supporting commercial development in the city. Supermarkets and Grocery Stores Local spending is estimated to generate enough demand for approximately four full service supermarkets at an average size of 55,000 square feet. As noted earlier, Bozeman currently has six full service supermarkets plus other smaller independent and specialty food stores. This indicates that approximately two-thirds of the total space is supported by local spending and the remaining one-third is supported by inflow from outside city limits and the Greater Bozeman region. General Merchandise Local spending also generates enough demand for roughly two and a half general merchandise stores (e.g. Walmart, Target, Kohls, and Costco). There are currently four major general merchandise stores in the city, indicating that slightly more than half of total demand for these store types is generated by local households and the remainder is inflow from the larger regional trade area. Building Material & Garden Local households generate enough demand to support roughly 1.6 building material and garden centers. There are now two major home improvement centers (Lowes and Home Depot) plus several other hardware and building supply businesses such as Ace Hardware, Murdochs, Kenyon Noble, and Empire Building Materials in the city. Similar to supermarkets and general merchandise stores, slightly more than half of the existing building material and garden space is supported by local spending. Market Potentials Bozeman is more than adequately supplied with regional and community level retail development. Any additional development will need to result from two sources. First is the continued growth of Bozeman and Greater Bozeman. Additional household and business growth generates demand for retail space, and substantial growth may be needed to support more retail—especially community shopping center formats anchored by a supermarket. Second, while unpredictable, new brands or store formats do emerge and look for new markets to enter and compete with the existing store offerings. Bozeman is likely a good ‘test market’ in Montana for new retail concepts. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 46 Working Draft Report Table 12 Bozeman Supportable Commercial Area: Local Spending Retail Sales Expenditure Avg. Sales Capture Supportable Average Est. Stores Existing Store Type % of Total (2012)Potential Per Sq. Ft.Rate Square Feet Store Size Supported Stores ($000s) Spending Potential Housholds (City of Bozeman)33,146 Average Household Income $45,729 Total Personal Income (TPI) ($000's)100%$1,515,733 Convenience Goods Supermarkets and Other Grocery Stores 6.9%$104,877 $450 100%233,000 55,000 4.2 6+ Convenience Stores (incl. Gas Stations)1 2.0%$30,000 $300 100%100,000 5,000 20.0 N/A Beer, Wine, & Liquor Stores 1.1%$16,320 $300 100%54,000 5,000 10.8 N/A Health and Personal Care 1.7%$25,246 $400 100%63,000 20,000 3.1 N/A Total Convenience Goods 11.6%$176,443 $403 100%450,000 Shopper's Goods General Merchandise 7.2%$108,966 $455 100%250,000 100,000 2.5 4 Other Shopper's Goods 6.9%$105,323 $337 75%246,750 N/A N/A N/A Total Shopper's Goods 14.1%$214,289 $397 93%496,750 Eating and Drinking 6.1%$92,303 $350 95%250,800 N/A N/A N/A Building Material & Garden 3.3%$49,494 $300 100%165,000 100,000 1.6 3 Total Retail Goods 35.1%$532,529 $382 94%1,362,550 Source: 2012 Census of Retail Trade; Economic & Planning Systems \\EPSDC02\Proj\173007-Bozeman Land Use Forecasts\Models\[173007-TPI-09-22-2017.xlsm]2-Exp Pot-Bozeman Local Spending Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 47 Working Draft Report Commercial Zoning Evaluation While the majority of commercial development has occurred along major arterials, there is a desire for neighborhood oriented commercial space located in closer proximity to housing as identified in the Community Plan. These centers are envisioned as serving a half to one mile neighborhood trade area—easily accessible by walking, bicycling, or a short car trip. In an effort to create locations for neighborhood commercial development, the City has primarily relied on B- 1 districts. In addition to B-1 districts, the City has also established a number of B-2 districts that are intended to provide a mix of locally and regional oriented commercial types. A summary of each district is provided below, with locations shown in Figure 27. A half mile radius around the center of each B-1 zone is also shown. It is notable that the half mile trade areas around many B-1 zones overlap. There are some B-1 zoning areas that may be considered to be antiquated zoning that assumed a past development plan that is no longer viable. Others have poor access and no utilities. Going forward, these types of areas should be considered for rezoning. Figure 27 B-1 and B-2 Commercial Districts Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 48 Working Draft Report • B-1 Districts – “The intent of the B-1 neighborhood business district is to provide for smaller scale retail and service activities frequently required by neighborhood residents on a day to day basis, as well as residential development as a secondary purpose, while still maintaining compatibility with adjacent residential land uses. Development scale and pedestrian orientation are important elements of this district.” • B-2 Districts – “The intent of the B-2 community business district is to provide for a broad range of mutually supportive retail and service functions located in clustered areas bordered on one or more sides by limited access arterial streets. The intent of the B-2M community business district—mixed is to function as a vibrant mixed-use district that accommodates substantial growth and enhances the character of the city. This district provides for a range of commercial uses that serve both the immediate area and the broader trade area and encourages the integration of multifamily residential uses as a secondary use.” B-1 and B-2 Development Capacity Many of the areas zoned as B-1 and B-2 have been built out. However, some B-1 and B-2 districts have been much slower to develop. To address concerns about how much B-1 and B-2 land is needed, the size of the B-1 neighborhood centers, and development timing, we have developed prototypical scenarios. For the purposes of this analysis, a prototypical B-1 district is assumed to be 10 acres. The current average size of a B-2 district (not including the Huffine/Main Corridor) is 75 acres (Table 13). To account for the undevelopable area of each district that will be dedicated to set- backs, rights-of-ways, streets and sidewalks, an efficiency factor of 75 percent is applied to the gross acreage to calculate the net developable area. To calculate the building area that can be developed on the net developable acreage a floor area ratio (FAR) of 0.30 is applied in B-1 districts and a slightly lower density of 0.30 is applied in B-2 districts. Finally, this analysis accounts for a distribution of uses. In B-1 districts, 60 percent of the building area is assumed to be developed as office or non-retail uses, 20 percent is assumed to be developed as restaurant and/or bars, and 20 percent is assumed to be developed as retail space. In B-2 districts, 25 percent of the area is assumed to be developed as non-retail uses, 25 percent as restaurant and/or bar space, and 50 percent as retail. Based on these assumptions, a 10-acre B-1 district can accommodate nearly 40,000 square feet of retail, food and beverage, and office/service development. A larger B-2 district can accommodate approximately 460,000 square feet of retail, food, and beverage development. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 49 Working Draft Report Table 13 B-1 and B-2 Development Capacity Household Expenditure Potential While the intent of the majority of B-1 districts is to provide smaller scale retail and services primarily frequented by neighborhood residents, a number of B-2 districts not located along major arterial roads are also intended to provide a mix of commercial space that is supported by neighborhood spending as well as regional demand. For the purposes of this analysis, commercial development in B-1 zones is evaluated in the context of the amount of space supportable by households living within a 0.5 to 1.0 mile radius. While B-2 districts are anticipated to include some amount of neighborhood oriented commercial space, they were primarily envisioned as locations for community shopping centers. Traditionally, community shopping centers are anchored by grocery stores that help attract other ancillary retail and service businesses. Their trade areas are typically at least two miles in a densely populated area. Supportable Commercial Area: B-1 Districts Generally, neighborhood oriented commercial space is frequented by households residing within a radius of 0.5 to 1.0 miles. Throughout Bozeman, the number of households living with this radius of existing B-1 districts varies greatly. In order to provide an estimate of supportable retail, food, and beverage space, this analysis provides a range of households that create the demand and the corresponding amount of space supported by that demand. In order to calculate the supportable commercial area in B-1 and B-2 districts, this analysis relies on a number of key assumptions that include the following: • Neighborhood retail centers will generally include a mix of the following uses: — Convenience Goods – A small market or specialty foods store. Description B-1 District B-2 District Prototype Land Area (Acres)10.00 75.00 Developable Area (% of Total)75%75% Developable Area (Acres)7.50 56.25 Developable Land Area (Sq. Ft.)326,700 2,450,250 Development Density (FAR)0.30 0.25 Development Potential (Sq. Ft.)98,010 612,563 Office/Service/Non-Retail (% of Total)60%25% Restaurant and Bar (% of Total)20%25% Retail (% of Total)20%50% Retail & Food & Beverage Development Capacity (Sq. Ft.)39,204 459,422 Source: Economic & Planning Systems H:\173007-Bozeman Land Use Forecasts\Models\[173007-TPI-09-22-2017.xlsm]1-Zoning Dev Pot Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 50 Working Draft Report — General Merchandise – None. In the current retail market, this store category is dominated by national discount retailers that look for regionally accessible locations (e.g. N. 19th. Avenue). — Other Shopper’s Goods/Misc. Retail – A modest amount of miscellaneous retail, e.g. children’s clothing, florist, arts and crafts, stationary. — Eating and Drinking – A neighborhood café, coffee shop, restaurant, or bar. • Households spend approximately 35.1 percent of their total household income on retail goods. • While required average sales per square foot vary by retail categories, we have estimated that average sales of just under $300 per square foot per year on average are needed for a business to be viable. • Neighborhood resident spending capture rates vary by commercial type, location, and development scale. For the purposes of this analysis, a weighted capture rate of 11.0 percent is estimated for B-1 districts. This capture rate reflects a 15 percent capture of spending on convenience goods, 5 percent on shoppers goods, and a 10 percent capture of spending on eating and drinking. It is estimated that a B-1 district with 500 residents within 0.5 to 1.0 miles can support approximately 2,000 square feet of retail, food, and beverage space. However, a vibrant neighborhood commercial center needs a larger ‘critical mass’ of space to be viable, judged to be in the 20,000 to 30,000 square foot range. Therefore, a B-1 district requires approximately 3,500 to 5,500 households within a 0.5 to 1.0 mile radius (Table 14). Table 14 B-1 District Supportable Square Feet by Number of Households % of Total Avg. Sales Spending Store Type Spending Per Sq. Ft.Capt. Rate Households (Surrounding Area)500 1,500 2,500 3,500 4,500 5,500 6,500 Retail Spending Convenience Goods 11.6%$300 15.0%1,800 5,400 9,150 12,750 16,350 19,950 23,700 General Merchandise N/A N/A N/A 0 0 0 0 0 0 0 Other Shopper's Goods 6.9%$275 5.0%400 1,200 1,950 2,750 3,550 4,350 5,150 Eating and Drinking 6.1%$275 10.0%700 2,100 3,500 4,800 6,200 7,600 9,000 Building Material & Garden N/A N/A N/A 0 0 0 0 0 0 0 Total Retail Sq. Ft.24.7%$287 11.0%2,900 8,700 14,600 20,300 26,100 31,900 37,850 [1] 2010-2014 ACS Estimate Source: 2012 Census of Retail Trade; Economic & Planning Systems H:\173007-Bozeman Land Use Forecasts\Models\[173007-TPI-09-22-2017.xlsm]Exp Pot-B1-Summ Supportable Square Feet Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 51 Working Draft Report New residential development in the city is currently being developed at a density of 4.0 to 7.0 dwelling units per net developable acre (DU/acre) with most occurring at the lower density range. Residential development with a net density of 6.0 DU/acre results in approximately 2,300 households within a 0.5 mile radius and can support roughly 11,000 square feet of commercial development (Table 15). Net density of approximately 4.5 units per acre Net density of approximately 7.0 units per acre. Table 15 Development Capacity (0.15, 0.5, and 1.0 mile radius) Description 0.25 mi 0.50 mi 1.00 mi Developable Area Gross Developable Area (Acres)125.6 502.4 2,009.6 ROW (25% of gross)31.4 125.6 502.4 Net Developable Area (75% of gross)94.2 376.8 1,507.2 Housing Units and Net Density 5.0 DU/Acre 471 1,884 7,536 6.0 DU/Acre 565 2,261 9,043 7.0 DU/Acre 659 2,638 10,550 8.0 DU/Acre 754 3,014 12,058 9.0 DU/Acre 848 3,391 13,565 10.0 DU/Acre 942 3,768 15,072 11.0 DU/Acre 1,036 4,145 16,579 12.0 DU/Acre 1,130 4,522 18,086 Source: Economic & Planning Systems H:\173007-Bozeman Land Use Forecasts\Models\[173007-TPI-09-22-2017.xlsm]HH Density Surrounding Radius Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 52 Working Draft Report • At current household densities, B-1 commercial centers must rely on spending from households outside of a 0.5 mile radius. Some B-1s meet this criterion as they are located on arterial streets, or are on or near the N. 19th corridor and therefore benefit from additional traffic and visibility. In other words, current densities–especially on the periphery of Bozeman–are not high enough to support significant retail demand in a B-1 without being able to draw from a larger area. • If the density of surrounding development is increased, B-1 commercial centers can be made more viable and development may accelerate in them. • Retail and restaurant businesses in B-1 neighborhood centers start to become more viable, assuming a half mile trade area, at an estimated net density of 8 dwelling units per acre. • The success of any individual B-1 area will depend on the strength and quality of the business mix, the specific location, and surrounding demographics. • B-1 zoning can serve a variety of community and neighborhood needs besides daily shopping and neighborhood dining. There is demand for small office and studio space, childcare facilities, and health and wellness businesses. Having a diverse business mix within neighborhoods can enhance quality of life. This flexibility of uses should be maintained in the B-1 areas. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 53 Working Draft Report Supportable Commercial Area: B-2 Districts B-2 Districts are intended to include a mix of larger community oriented retail/commercial space. As a result, the estimated capture rates of B-2 districts are higher than B-1 districts (25.9 percent in B-2 districts compared to 6.7 percent in B-1 districts). Traditionally, community shopping centers are 100,000 to 150,000 square feet in size and are anchored by a grocery store. New grocery stores begin at about 50,000 square feet, but have been growing to 60,000 to 70,000 square feet as they offer more prepared foods and general merchandise. • As shown, at least 6,500 households more are needed to support a grocery store (Table 16). At the current rate of housing development, averaging 600 units per year over the past 10 years in the city, and 800 to 1,000 per year in Greater Bozeman, a new grocery store could be supported in the market in about the next five years. The likely location would be on the west side of Bozeman, the direction in which Bozeman is growing. A site here could also capture drive in demand from Belgrade, the unincorporated areas just outside the city, and Four Corners. Table 16 B-2 District Supportable Square Feet by Household Spending • As shown earlier, a 75 acre B-2 district can accommodate over 400,000 square feet of retail/ commercial development. This was the size of the “power center” development format that emerged in Bozeman in the early 2000s when retail was expanding rapidly. Given market conditions in the national retail landscape, and the typical 100,000 to 150,000 square foot community shopping center size, it is not realistic to expect that an entire B-2 will build out as retail. • The B-2 areas do allow for numerous other commercial service and employment uses. This flexibility should be maintained, as these areas can also support office development that is in demand, as well as other services. • Adding additional housing density near or even in B-2 zoning areas can benefit retail development. Bozeman can also consider more flexibility for high density residential development in B-2 zoning areas. Currently, it is only allowed as a conditional use if it is on the ground floor. Some limitations on residential development could include the following: — Limited to a percentage of land area; and/or — May not front the arterial streets or hard corner (the best retail/commercial locations). % of Total Avg. Sales Spending Store Type Spending Per Sq. Ft.Capt. Rate Household Growth (Community-wide)500 1,500 2,500 3,500 4,500 5,500 6,500 Retail Spending Supermarket 6.9%$450 75.0%3,750 10,500 18,000 25,500 32,250 39,750 46,500 Other Convenience Goods 4.7%$300 65.0%3,250 9,750 16,250 22,100 28,600 35,100 41,600 General Merchandise N/A N/A N/A 0 0 0 0 0 0 0 Other Shopper's Goods 6.9%$350 25.0%1,500 4,750 7,750 10,750 14,000 17,000 20,250 Eating and Drinking 6.1%$300 25.0%1,500 4,750 8,000 11,000 14,250 17,500 20,500 Building Material & Garden N/A N/A N/A 0 0 0 0 0 0 0 Total Retail Sq. Ft.24.7%$356 46.7%10,000 29,750 50,000 69,350 89,100 109,350 128,850 [1] 2010-2014 ACS Estimate Source: 2012 Census of Retail Trade; Economic & Planning Systems H:\173007-Bozeman Land Use Forecasts\Models\[Copy of 173007-TPI-09-28-2017.xlsm]Exp Pot-B2-Summ Supportable Square Feet Economic & Planning Systems, Inc. 54 173007-Draft Report_092817.docx 6. OFFICE AND INDUSTRIAL MARKET This chapter summarizes national and local trends in the office and industrial markets, followed by a review of trends in office and industrial construction and market share within Greater Bozeman. Other market indicators such as rent levels, development and land costs, and qualitative information gathered from interviews conducted by EPS is also included. Office Market Trends There are numerous trends, workforce, and demographic factors affecting the national office market. This section discusses the four major trends with the most potential to influence the local market in Bozeman. Location Preferences Nationally, there are trends in office development moving away from the suburban office park or corporate campus to more mixed use, centrally located, and often transit-accessible locations (in major urban areas). Much of this trend relates to the housing and neighborhood preferences of Generation X and Millennial-aged workers who wish to have more access to amenities near work such as shopping, services, and dining. This mix of land uses allows workers to combine errand and work trips to save time. It also provides a more interesting and pleasant environment especially for people who wish to spend less time in their cars. Some firms also see value in being close (walking, bicycling, or a short car or transit trip) to customers and other business partners as it allows for convenient frequent contact as well as spontaneous interactions on the street or in restaurants or coffee shops. There is evidence of these trends in interviews with economic developers conducted by EPS in major western cities, economic development and real estate literature, and data in the City’s Economic Development Strategy. Figure 28 Location Preferences for Bozeman Businesses In the Bozeman Economic Development Strategy, firms were surveyed on their ideal location. Nearly 35 percent of all businesses indicated a desire to be Downtown (Figure 28). Among professional services businesses, Downtown was the most desired location (approximately 20 percent) followed by the MSU Tech Park (10 percent). All other locations made up the balance of preferences for professional services. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 55 Working Draft Report More Efficient Office Space Businesses are leasing office space than in past years. Technology has reduced the need for paper records storage space, and new workplace designs are more efficient. Open floor plans and shared spaces are becoming more common. In these settings, workers are freer to move around an office with a laptop and mobile phone. The National Association for Industrial and Office Parks (NAIOP) reported in 2015 that the average office lease size had dropped by approximately 10 percent from 2004 through 2014. Some of the trend in efficiency (more workers per square foot of building area) is driven by cost. Fast growing industries like technology are not necessarily cutting space requirements as they desire spacious and luxurious offices to attract the highest skilled talent. Slower growth industries such as law and accounting are reducing their space requirements to cut costs. Co-Working Space Co-working space is a new type of office space in which tenants rent desk(s) space in a space shared with other workers and firms. They are popular with small new firms, which can be in any field including professional services, creative industries, and technology. Tenants have access to conference rooms and shared office equipment (e.g. printers). The benefits of co-working space are that they typically have lower tenant finish levels and lower cost than traditional office space and are flexible in that they give a firm a low cost way to grow from one to a few employees. They also offer, and are marketed for, opportunities for collaboration and knowledge sharing with likeminded people and potential business partners. Some also offer events including networking, speakers, and skill development workshops. Co-working space is popular with entrepreneurs and remote workers. It is becoming more common in major and mid-sized cities but is still a small portion of the total office market. In Bozeman there are at least two co-working spaces: Blue Ocean Innovation Center (19th and West Lincoln) and CoWork Bozeman (East Main between Black and Tracy). Innovation Districts “Innovation districts” can be defined as economic development tools that utilize partnerships with higher education institutions, businesses, and government to fuel job growth and redevelopment in targeted locations. Innovation districts are based on the premise that collaboration and productivity result from proximity; therefore, job creation and innovation can be fostered through the intentional clustering of businesses, institutions, ideas, and people. One model for innovation districts is to anchor the district at a major research institution. These are typically in downtown or mid-town settings. Examples include the Kendall Square/MID cluster in Cambridge; the University City/University of Pennsylvania cluster in Philadelphia; and the St. Louis/Washington University and St. Louis University cluster in St. Louis. Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 56 Working Draft Report The MSU Technology Park, which MSU is working to develop, is an example of an innovation district. This planned project is located along the south frontage of West College just west of 23rd Avenue. MSU is proposing approximately 263,000 square feet of R&D space on a 40 acre campus just west of the Advanced Technology Park. Greater Bozeman Office Market The demand for office development and construction is driven by job growth in industries and occupations which use office space. In Greater Bozeman, those sectors are primarily professional services and health care, and financial services (banking and insurance). The City of Bozeman has been the location of most office development, with nearly 862,000 square feet constructed over the last 16 years, capturing 80 percent of the regional office market (Table 17). Some of the largest buildings constructed during this time period include: • A 37,500 square foot office building for a construction company; • An 18,000 square foot medical office building at the hospital; • A 25,000 square foot office and retail building in the Gateway development (West College and West Main); • At Huffine and Cottonwood, an 18,000 square foot office building and 11,000 square foot building for a sports medicine clinic; • The 17,200 square foot Crowley Fleck law offices; and • The Mountain View professional building on the north side of Main at Cypress. There were also several other buildings in the 4,000 to 8,000 square foot range. Table 17 Greater Bozeman Office Construction Trends • Tenant Characteristics - Interviews conducted by EPS indicate that most office tenants look for spaces in the 1,000 to 4,000 square foot range. The few larger buildings noted above were medical-related and a law firm making a major expansion in Bozeman. • Rents and Construction Costs – Office rents are approximately $18 to $20 per square foot (plus operating expenses) and $25 for new construction (plus operating expenses). Rents are reported to be expensive for small professional firms. Rents are a function of construction costs, which are approximately $250 per square foot including land and $180 to $210 without land. These figures result in a 10 percent return on cost or less which is a small margin given the risks in real estate development and construction. 2000-2016 Area 2000-2006 2007-2011 2012-2016 Total Sq. Ft.Ann. Sq. Ft.Market Share Belgrade Area 88,000 31,000 9,000 128,000 7,529 11.9% Bozeman 404,000 101,000 357,000 862,000 50,706 80.1% Four Corners Area 36,000 25,000 25,000 86,000 5,059 8.0% Total 528,000 157,000 391,000 1,076,000 63,294 100.0% Source: MT Dept. of Revenue GIS; Economic & Planning Systems' Analysis H:\173007-Bozeman Land Use Forecasts\Data\[173007-ParcelGroup6_SpatialJoin.xlsx]Office Development Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 57 Working Draft Report • Land Costs – Land costs are relatively high in Bozeman compared to the regional market. Well located finished pad sites that are shovel ready sell for $65 to $75 per square foot of land. Raw land that needs to be planned, developed, and taken through the City process costs roughly $12 to $14 per square foot. • Supply - There is very little available office space in Bozeman. It is challenging for developers to expand the supply for several reasons. First, most tenants are looking for small blocks of space meaning that a speculative building will need to find numerous tenants which may result in a long lease up period. Second, it is reported to be difficult to make office development financially feasible with the rents the market can bear and the construction and land costs. The office market in other areas is comprised of local small businesses and professionals. There is far less demand for office space outside of Bozeman currently. Bozeman has a larger labor pool and the other services and amenities such as restaurants, shopping, and other services, which make it more appealing as an office location. Developers also report that the Bozeman identity is important to some businesses. Greater Bozeman Industrial Market The trends in industrial construction are the invers of the office market. Over past 16 years, the Greater Bozeman market added 1.9 million square feet of industrial space. Over half of this was in Belgrade and nearly 40 percent was in the Four Corners area. Bozeman captured only 10 percent of the industrial market (Table 18). Not included in these figures is an 80,000 square foot facility occupied by Vista (outdoor brand wholesaler) and Blackhawk manufacturing which makes injection molded firearm accessories. Simms Fishing Products built a 61,000 square expansion in 2016 in Four Corners. In 2012, FedEx built a 35,000 square foot distribution building at Jackrabbit and Baxter also in Four Corners. Smith Equipment, a manufacturer of high capacity off road (mining) trailers, built a 30,000 square foot building in Belgrade in 2010. Frito Lay also constructed a small 10,000 square foot warehouse in Belgrade in 2010. Table 18 Greater Bozeman Industrial Construction Trends 2000-2016 Area 2000-2006 2007-2011 2012-2016 Total Sq. Ft.Ann. Sq. Ft.Market Share Belgrade Area 479,000 268,000 238,000 985,000 57,941 51.4% Bozeman 128,000 34,000 28,000 190,000 11,176 9.9% Four Corners Area 378,000 160,000 204,000 742,000 43,647 38.7% Total 985,000 462,000 470,000 1,917,000 112,765 100.0% Source: MT Dept. of Revenue GIS; Economic & Planning Systems' Analysis C:\Users\bduffany\Documents\[173007-ParcelGroup6_SpatialJoin.xlsx]Industrial Development Demographic and Real Estate Market Assessment September 28, 2017 Economic & Planning Systems, Inc. 58 Working Draft Report • Tenant Characteristics - The buildings noted above were among the largest new facilities. Of the approximately 100 buildings developed over this time period, approximately half were 6,000 to 7,000 square feet or smaller. These smaller buildings are used by maintenance and repair businesses, some of which are automotive; construction and trades firms; small wholesalers/distributors. Small manufacturing firms, which are an important component of Bozeman’s economic development strategy, also occupy smaller industrial and flex-space buildings. • Land Costs – Land costs are considerably lower outside Bozeman. In Four Corners, land with highway frontage ranges from $8.00 to $10.00 per square foot. These sites are more attractive to businesses that need showroom space and visibility. Interior sites are in the $5.00 to $6.00 per square foot range. • Construction Costs – Development fees in Belgrade are reported to be similar to Bozeman. The design standards in Belgrade are less prescriptive which results in modest construction cost savings. In Four Corners, which is in the unincorporated County, development fees are substantially lower and there are minimal design standards. This has created for the time being a cost advantage in Four Corners. Water supply constraints will eventually temper the growth of Four Corners.