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HomeMy WebLinkAbout08-10-26 Public Comment - J. Pape - Please see that the Commission get this...From:Jerry Pape To:Mike Maas Subject:[EXTERNAL][SUSPECTED SPAM] Please see that the Commission get this... Date:Tuesday, August 11, 2026 11:24:47 AM Attachments:SUD_OZ2.0_Commission_Supplemental_Substantiation_Tract11.02.pdf CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. Bozeman City Commission, Please review the attached PDF. JP --Jerry Pape, Supervising BrokerTriple Creek Realty of Bozemanwww.triplecreek.com(406) 579-3636 Supplemental Note to the Bozeman City Commission — Further Substantiation for Census Tract 11.02, Opportunity Zone 2.0 To:Mayor and Members of the Bozeman City Commission From:Jerry Pape, Triple Creek Realty, for the Bozeman Development Consortium Re:Further substantiation for reconsidering Census Tract 11.02 for Op- portunity Zone 2.0 Date:August 10, 2026 Mayor and Commissioners, This note supplements my comment to the Commission and the follow- up I provided immediately afterward. It sets out, concisely, the further substantiation behind the request that the Commission reconsider and forward Census Tract 11.02. By way of disclosure: I am a Bozeman broker, for thirteen years the Realtor for Gallatin County, and I hold a brokerage interest in Census Tract 11.02 that is well under one percent of the tract. The projects named below are not mine. I make this case on its public merits. On June 23 the Commission forwarded a single tract, Census Tract 6. What may not have been before you that evening is that the City’s own economic-development staff had prepared a complete, letter-supported application for Census Tract 11.02 as well — a strong application that, because only one tract went forward, never reached the state. Three points bear on the choice. Your own priorities.In March the Commission adopted priorities cen- tered on housing — the affordability gap, starter homes — and the Com- munity Plan points the same way, to compact residential and mixed- use growth. By its own terms, the Tract 6 application is an industrial and employment-redevelopment case. The 11.02 application is housing: roughly fifteen residential projects already in review, anchored by the nearly 300-home Alpenglow development at Kagy and South 19th, break- ing ground this September. Measured against your own priorities, the tract forwarded is the industrial one, and the tract left off is where the housing is. 1 How the incentive actually behaves.Across the program’s decade, Opportunity Zone capital has gone overwhelmingly to housing, not in- dustry. Novogradac — the national firm that tracks this investment for the industry — reports that less than two percent of Opportunity Fund equity went into operating businesses. The Joint Committee on Taxation and the U.S. Treasury’s Office of Tax Analysis both found that roughly two-thirds of the businesses receiving Opportunity Zone capital were in real estate, construction, or lodging — not the industrial or traded- sector enterprises the incentive was meant to seed. The Urban Institute concludes plainly that the program became a housing-and-real-estate program, not a jobs-and-economic-development one. And the ground- level data agree: the best project-level reporting available, from Ohio, shows residential development drawing 64 percent of Opportunity Zone capital against just 6 percent for industrial, and an independent analysis of Colorado found roughly three-fourths of its Opportunity Zone projects were multifamily housing.The industrial redevelopment and adap- tive reuse at the center of the Tract 6 application is not simply a different use from 11.02’s housing — it is the one use Opportu- nity Zone investors have most consistently passed over, in every dataset that has examined the question, across the entire ten-year life of the program. Whether Tract 6 can deliver at all.An Opportunity Zone supplies equity, not debt — and every project needs both. Two of the largest regional commercial lenders will not finance construction on ground- leased land or on a Superfund parcel, and Tract 6’s near-term pipeline includes the Idaho Pole Superfund site; layered on the pattern above, that leaves both halves of the capital stack failing there. The physical obstacles are structural too: two Superfund footprints (Idaho Pole and the Bozeman Solvent Site), very little remaining greenfield, brownfield assembly and scrape costs, and a tract boxed in by rail, Interstate 90, and the foothills, beside an active siding and a neighborhood of small railroad-era homes. Whatever the aspiration, redevelopment there is obstructed at nearly every step that turns a plan into a building. Census Tract 11.02 has none of these impediments. It is not too late. The Governor retains discretion to add tracts, and the nomination window remains open into the fall. I respectfully ask that 2 the Commission reconsider and forward Census Tract 11.02 — the tract your own staff made the case for, and the one your own priorities point to — so the incentive lands where you have said you want it: on Bozeman’s housing — the one tract that has delivered, and will continue to deliver, for Montana, Gallatin County, and the City of Bozeman. Bozeman’s Tract 11.02 application is attached; I am glad to provide any further detail, and to make myself available to the Commission or staff. Respectfully, Jerry Pape — Triple Creek Realty, for the Bozeman Development Con- sortium · 11 N. 25th Avenue, Bozeman, MT 59718 · (406) 522-8314 Sources: Novogradac QOF tracking; U.S. Joint Committee on Taxation and Treasury Office of Tax Analysis OZ reports; Urban Institute OZ as- sessments (2026); Ohio project-level OZ data and an independent Col- orado OZ analysis; City of Bozeman OZ applications for Census Tracts 11.02 and 6 (2026); Commission Priorities Resolution 2026-23 (Mar. 3, 2026); Bozeman Community Plan 2020. 3