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HomeMy WebLinkAbout026 - V2 Goldspur at Urban Farm - NH PresentationGoldspur at Urban Farm Neighborhood Meeting – August 15 th , 2025 Neighborhood Meeting 8/15/25 Roers Companies •Founded in 2012 –90 Projects & 15,000 units completed or under construction •Full Service Real Estate Firm –Development –Construction Management –General Contracting –Property Management •Development Perspective –Long-term Community Commitment –Focused on providing housing that positively impacts residents and communities –Experience in various product types Project Team •Kaas Wilson Architects (Watts Leaf) •Morrison-Maierle Bozeman •Rawhide – Geotech •Montana Board of Housing •Human Resource Development Council (HRDC) •Roers General Contracting Site / Architectural Overview •Total Units: 145 ( 2, 3, 4 bedrooms) •Site Size: ~3.4 Acres •4 Stories •For tenants making 60% AMI (Workforce) •Amenities to include fitness center, clubroom, mailroom, storage lockers and playground Source & Use Summary Key Deal Metrics Market Rate Project Type: 140Total Units: $54,026,511TDC: $7,000,000Acquisition Cost: 10/1/2025Financial Closing: 10/1/2025Land Closing: 11/31/2024 - $150,000 4/31/2025 - $100,000 Earnest Money Milestones: $225,000Construction Cost/Unit: Construction Cost/SF: 20Construction Periods: RGCGeneral Contractor: 1-BR: 50 (36%) 2-BR: 74 (53%) 3-BR: 16 (11%) Unit Mix: Market Rate: 20%Overall Capture Rate: F&FRaise Type: $ 17,018,350.82 Raise Amount: NonePreferred Equity: 65%Debt LTC: 8%Interest Rate (Constr.) 5.50%Interest Rate (Perm) 5.25%Exit Cap Rate: 6,143PUPY: $2.48Average Rent/SF: $ 3,225,760 NOI: NOI (Roers Res.): 3.30%Income/Expense Inflation: YesTrended Rents? Market / Rent Assumptions Equity / Debt Assumptions Proforma Assumptions Basic Project Information Key Dates / Milestones Construction Assumptions Roers Economic Summary $1,274,210 Total Cash Developer Fee: $420,489Total Paid at Closing: 1/3 at Closing, 1/3 During Construction, 1/3 at Construction Completion Payment Details: $140,000Total CM Fee: $0Total Paid at Closing: Assumed $1,944 paid Monthly during 24-Month Construction Period Payment Details: $1,890,000Total RGC Fee: $0Total Paid at Closing: Paid Monthly based on Completion Percentage During Construction Payment Details: 4.00%Total PM Fee: 4.00% / 0.00%Above/Below the Line: 5.25%Exit Cap Rate: $592,643Sale Price/Unit: $ 8,817,708 Residual to Roers: 5.25%Exit Cap Rate: $495,556Sale Price/Unit: $2,457,575Residual to Roers: Developer Fee Summary Construction Management Fee Summary Roers GC Fee Summary Property Management Fee Summary Sale Assumptions – Year 10 Sale Assumptions – Year 4 Project Cash Flows Summary Summary of Material Changes Current / ProposedPrevious SubmissionItem/Metric $225,000$225,000Construction Cost/Unit: 2424Construction Periods: 1212Lease-Up Periods: $2.48$2.48Average Rent PSF: $6,143$5,893PUPY Operating Expenses: 5.50%5.50%Perm Loan Interest Rate: 5.25%5.25%Sale Cap Rate: N/AN/A{Add others as needed} Executive Summary Project Strategy / Business Plan – Sustainable job, income, industry, and population growth Located on corridor into the city, surrounded by a plethora of planned and newly completed developments Opportunity to come online at an advantageous time and provide great returns in a new market investors will be excited about Biggest Project Risks – Competitive housing supply and timing of delivery 12.78%Average CoC (10-Year): 14.03%IRR with Sale (10-Year): 2.61Equity Multiple (10-Year): 22.6%IRR with Sale (4-Year): 2.12Equity Multiple (4-Year): Market RateProject Type: 140Total Units: 10/1/2025Financial Closing Date: Key Project Information Key Project Information