1. Contact:Mark Nordland, ManagerL&H Development, LLC222 North Second StreetMinneapolis, MN 55401Phone: 612.812.7020Fax: email@example.com a proposal for redevelopment at 2225 East Lake Street
2. Table of ContentsLetter of Interest 1Development Program and Plans 2Project Goals and Approach 3Development Proforma and Timeline 4Development Team 5 L&H Development, LLC United Properties Greystar Greco, LLC Project for Pride in Living (PPL) Consultants
3. November 1, 2010 City of Minneapolis - Department of CPED 105 5th Avenue South, Suite 200 Minneapolis, MN 55401 Re: 2225 East Lake Street Redevelopment222 North Second StreetMinneapolis, MN 55401 Dear Selection Committee:Phone: 612.812.7020Fax: 612.339.6212 On behalf of L & H Station Development, we respectfully submit our proposal for redevelopment of 2225 East Lake Street. The attached response to the RFP illustrates our proposed project and development team. We have outlined our development process for determining the highest quality project, the methodology for establishing the design, accessing the market place and defining the economics for implementation. The proposed development team is a collaboration of United Properties, Greystar, Greco Real Estate Development, and Project for Pride in Living with each entity specializing in a key aspect of the development. The proposed L & H Station redevelopment represents a transit oriented, high density, mixed-use project combining market rate, affordable, and senior residential with office, commercial and a public neighborhood farmers’ market. It is through this combination of uses that the highest and best value will be established for the site and the surrounding community. Together with the team’s project consultants, all are committed to the project and will provide the resources to work closely with the School Board and the City of Minneapolis to establish the final site master plan for the proposed development uses and obtain the necessary approvals. The development team shares the vision to enhance this transit-oriented destination and activity center for the East Lake community. The implementation of the development is strengthened by the collaboration of the developers skills, resources, and special focus to create a multi-use, transit-oriented development. The team for this project is structured to address unique concerns and a variety of issues relevant to a project of this complexity.We see this project as a catalyst for continued development along the Hiawatha Corridor.We look forward to working with the Minneapolis School Board and the City of Minneapolis to create a successful project that brings additional value to the community. We appreciate your time and consideration and look forward to directly sharing our capabilities with the Minneapolis Public School Board.Thank you for this very exciting opportunity. Sincerely, Mark Nordland, Development Manager L & H Station Development, LLC
4. Development Program Proposed Master Plan for Development The L&H Station development master site plan illustrates an initial concept plan for the development to define the scale and density of uses. During the City entitlement phase, the design will be finalized to create a consensus design that accommodates the development program and the Corcoran comprehensive plan. Public Realm • The site design master plan is a collection of buildings, organized around two internal streets that divide the 6-acre site into three distinct areas for development. • The open space between the buildings provides public/private access courtyard areas to the buildings, grade level terraced units, visitor parking and site amenities. • The streetscapes along 22nd Avenue, 31st Street, and East Lake Street are designed to provide 15 to 30 feet of public pedestrian development for plantings, lighting and urban furniture and art. • The pedestrian movement patterns are re-enforced by the extension of 23rd Avenue and its related sidewalks through to the LRT station. The urban street patterns are reflected in the east/west connection through to 22nd Avenue S. • Market Square is an open plaza that will serve as the primary location for the Midtown Farmers Market. Its position immediately adjacent to the LRT platform willVisioning: Streetscape provide for wayfinding from Lake Street and a prominent location which will attract shoppers from not only the local community, but those passing through on the train.This location will also help to build upon the existing customer base and brand that the market currently has today. • The building heights step down from 6 stories on the north side of the site at Lake Street to 4 and 5 stories on the south end at 31st Street. Mixed-Use Transit Oriented Development Program The vision for the L&H Station development is a mixed-use, transit-oriented development that complements the adjacent retail and recreational uses with the addition of office and residential uses. The overall mixed-use development would potentially include 500 to 575 housing units, 80,000 square feet of office, and open space for at least 70 farmers market vendor stalls. Space for specialty retail is also included in the development. The vision for the type of mixed-use functions for the development includes the following: • Office rental space for medical, educational, or administrative tenants plus some street level specialty retail • Market rate rental housing in a mix of unit types and sizes with amenity space • Independent living senior housing with commons and amenity space for area residents • Special needs housing with support areas and related services • Affordable and work force housing with commons and amenity space Farmers’ Market Program Since 2003, the Midtown Farmers Market (MFM) has connected locally produced food and goods with 40,000 customers per season at 2225 East Lake Street on a surface parking lot owned by Minneapolis Public Schools. The MFM was conceived by local residents and is operated by the Corcoran Neighborhood Organization (CNO).The MFM currently operates one day a week from May to June, and two days a week from June through October. the MFM was a keystone element of the Corcoran Midtown Revival Plan (Plan), which calls for a mix of housing, retail/office, structured/ underground parking, and public open space.This citizen generated Plan was adopted by the City Council as part of the Minneapolis Plan in 2002 (http://www.ci.minneapolis.mn.us/cped/corcoran.asp).
5. Development Program The L&H Station concept master plan will be phased to allow for market and financing constraints. It is envisioned that the site improvements will finish the internal street extensions, thus defining the three parcels and allowing an orderly phasing of the site. After studying several site massing options, the attached site master plan illustrates the final vision for the development. PHASE IA Office Building 80,000 sq ft total (45,000 sq ft for MPS Welcome Center and Adult Basic Education Program) Average Lease Rate: $14-16 net/sq ft Retail/Commercial Space 20,000 sq ft Average Lease Rate: $24-28 net/sq ft Market Rate ApartmentsVisioning: Market Square 150 units Average Rents: Studio/Alcove: $ 950 1-bedroom: $ 1,100 2-bedroom: $ 1,300 400 stall Parking Structure with 100 existing surface spaces on the YWCA site PHASE IB Site infrastructure, utilities, public plaza, and farmers’ market PHASE IIA Senior Housing 90 units Average Rents: 1-bedroom: $ 860 2-bedroom: $ 1,040 PHASE IIB Market Rate Apartments 200 units Average Rents: Studio/Alcove: $ 950 1-bedroom: $ 1,100 2-bedroom: $ 1,300 Affordable Housing 60 units Average Rents: 1-bedroom: $ 650 2-bedroom: $ 850 3-bedroom: $ 975 PHASE III For Sale Townhomes 11 units Sale price:To be determined Affordable Rental or For Sale Housing 50 units Rents or Sale price:To be determined
6. Development Master Plan
7. Phasing Plan
8. Development Plans F A A G A B D E A MARKET RATE APARTMENTS B AFFORDABLE APARTMENTS E C RETAIL D FARMERS’ MARKET G E SENIOR APARTMENTS F OFFICE G PARKINGPERSPECTIVE VIEWS
9. Development Plans A E D C A B F G A A MARKET RATE APARTMENTS B AFFORDABLE APARTMENTS C RETAIL D FARMERS’ MARKET E SENIOR APARTMENTS F OFFICE G PARKINGPERSPECTIVE VIEWS
10. Project Goals and ApproachCurrent Site ConditionsThe 2225 East Lake Street site presents a unique opportunity to redevelopment 6-1/2 acresof land immediately adjacent to the Light Rail Transit station.The site was formerly home toBrown Institute and a MPS charter school. The site is currently underutilized and reflectsthe established "suburban" land use patterns of the larger Hiawatha-Lake area, where largesurface parking lots (e.g.Target, Cub stores, Hi-Lake Shopping Center) attract motorists withvirtually unlimited surface parking. This pattern stands in sharp contrast, however, to thedense, urban, transit-oriented land use pattern that is coming to the Project Area.2225 East Lake Street: a master plan for redevelopmentThe proposed Lake & Hiawatha Station (L&H Station) development is a mixed-use resi-dential, civic and commercial project to be developed on the site. 2225 East Lakerepresents the best and largest opportunity for transit-oriented development in southMinneapolis and such use will promote growth and quality of life in the East Lake Street /Midtown area. The development is a mixed-use, high-density project which will be thehighest and best value for the development of the site from a community and urbanplanning standpoint. This development master plan recognizes and leverages the strongexisting assets at or near 2225 East Lake, and reinforces the sites value as a civic and regionaldestination. This master plan also represents the highest and best revenue opportunity forowner and prospective seller Minneapolis Public Schools (MPS).The L&H Development team and its project consultants are committed to the project andwill provide the resources to work closely with the Corcoran Neighborhood Organizationand the City to establish the site master plan for the proposed development uses. Thedevelopment will be consistent with the shared neighborhood-city plan and the City ofMinneapolis goals for transit-oriented development.At this time there are many design options and financial issues which lie ahead for theproject. The best solutions for these issues will come from a joint effort of the City ofMinneapolis, the Corcoran Neighborhood Organization, the Minneapolis Public Schoolsboard and the skills of the development team. Minneapolis Public Schools has indicated itwill retain a permanent presence at 2225 East Lake with its citywide Welcome Center andAdult Basic Education operations.The development team is hopeful that when MPS transi-tions from being a property owner to becoming a tenant, this will result in greater financialresources to support the future office building development on the site.Corcoran Midtown Revival Plan: the shared neighborhood-city planThe citizen-generated Corcoran Midtown Revival Plan-amended to the Minneapolis Plan byCity Council Vote in 2002-calls for a transit-oriented mix of housing, retail/office, and openspace to accommodate a farmers market and other public uses. The CorcoranNeighborhood Organization (CNO) expects a continuing partnership of public and privateinitiative to develop the area.
11. Project Goals and ApproachL&H Station Development Team intends to partner with CNO and the City for the masterplan of the development. As defined in the shared neighborhood-city plan, specific projectgoals for development are as follows: • Concentrate building height at the Lake Street area next to the LRT station for rentaland condominium housing with views to Downtown, and step down in scale to meet theexisting residential blocks south of 31st Street. • Structured or below-grade parking to support inviting, higher density retail along LakeStreet for people arriving by car and rail. • Zero or limited setbacks, articulated and active Lake Street storefronts and highquality building materials that will create an inviting, attractive, and pedestrian-friendly public realm. • Active streetscape, lighting, graphics, signage, landscaping, street furniture, and openaccessible development features for an inviting development. • Shared-use public space that will accommodate an outdoor farmers market and drawcustomers from surrounding communities, with visual and physical connections to the lightrail station and neighborhood thoroughfares. • Plaza and tree lined streets to create an open development that connects theneighborhood to the south with the LRT station. • A public parking facility to support parking and yet preserve open green space andpedestrian outdoor spaces.Farmers’ Market and shared public space conceptThe master plan proposed herein includes a farmers market as a key usage at the L & HStation Development, in keeping with the shared neighborhood-city plan. Since 2003, theMidtown Farmers Market has connected locally produced foods and goods with 40,000+annual customers at 2225 East Lake in partnership with Minneapolis Public Schools through ano-cost lease agreement. Strong community support for the market-a reflection of the strongcivic engagement within the surrounding neighborhoods-enhances the urban community,generates small business opportunity and therefore enhances the residential community.Thedevelopment team will work with the Midtown Farmers Market to integrate and enhance theusage of the market in the design of the public area and provide related support space.
12. Project Goals and Approach Community Engagement Beginning in November of 2009, a task force of the Corcoran Neighborhood Organizations Land Use and Transportation Committee began a focused series of meetings with the Lake & Hiawatha Station Development team members to generate ideas and goals for the future of the 2225 East Lake Street site . The development team and Corcoran residents have similar shared goals and imagine senior, affordable, and market-rate housing, office and retail space, public open space including the Midtown Farmers Market, and structured parking - both below-grade on the site and within a shared ramp off site. Stakeholders for the project include residents, area business owners, the Corcoran Neighborhood Organization, the YWCA, the City of Minneapolis, the Midtown Farmers’ Market, and elected officials at the City, County, and State levels.The L&H Station develop-Community Meeting ment team will continue to reach out to all stakeholders and meet on a regular basis to ensure that the master plan for 2225 East Lake Street meets the goals of all stakeholders. Adjacent Redevelopment Sites Transit-oriented development projects are underway on two adjacent vacant or underutilized land parcels at the southwest corner of Hiawatha and Lake: 1. Clare Housing has broken ground on 45 (3 stories with underground parking) units of supportive housing for people living with HIV/AIDS at the 1-acre site at 3105 23rd Avenue South. 2. Wellington Management received preliminary neighborhood support in February 2010 for a concept plan involving 100-130 units (4 stories with underground parking) of affordable housing on the 2-acre parcel at 3100 Hiawatha Avenue. Midtown YWCA Immediately to the west of the MPS site, the existing Midtown YWCA and Minneapolis Sports Center are at full capacity in terms of demand for memberships and member parking. A surface lot provides free user parking, but the adjacent MPS lot serves as unofficial overflow parking. Conversations about adding parking capacity at the Midtown facility continue at an executive level of the YWCA organization.Master Plan Evolution Existing Assets that reinforce the sites regional identity The Corcoran neighborhood - an active, diverse, stable and affordable place to live, work and raise family. Hiawatha Light Rail Line - Midtown/Lake Street Station at the northeast corner of the development site. 20,000 riders daily. Midtown YWCA and Minneapolis Sports Center - with over 12,000 members and approximately 2,000 visitors daily. The Midtown Farmers Market-currently in its eighth season drawing 40,000 annual customers to 70+ vendors. MPS Welcome Center, Community Education, and Adult Basic Education - operations remaining at 2225 East Lake, drawing visitors from Minneapolis and the region.
13. Project Goals and Approach South High School - located within two blocks of the site, with 2,000 high school students and historically strong academic performance. Midtown Greenway - bikeway with regional connections including Sabo Bridge over Hiawatha Avenue located just blocks from the site. 3,000 riders daily. Lake Street - includes strong, established retail and dining adjacent to Lake and Hiawatha including Target and major grocers. Minneapolis Police Department 3rd Precinct Headquarters-just opposite Hiawatha Avenue. Phillips Eco-Enterprise Center (PEEC) and ReUse Center - The Green Institute is a leader in the green building movement. Designed as a “living experiment,” the Phillips Eco- Enterprise Center continues to be analyzed on a cost savings and energy usage basis while housing the activities and operations of The Green Institute and tenant organizations. TheCorcoran Neighborhood ReUse Program sells salvaged building materials and green product lines, diverting an estimated 400 tons of reusable building material from landfills every year. Shared Parking Strategy Parking for all the uses is envisioned to be a shared mixed-use parking plan.The development functions will include below-grade parking per building, limited surface and shared parking in a public parking ramp. The amount of parking shall comply with the market demands, City requirements and will likely result in less parking and more support for LRT usage. The adjacent Midtown YWCA and Minneapolis Sports Center facility provides a critical element of community identity and service delivery for the development.The comprehensive plan concept of public parking expansion as shown at the YWCA is a critical support function for the proposed L&H Station community. In addition, the L&H master plan proposes a liner housing concept at the proposed parking deck, which would mitigate aesthetic impacts of the deck on the neighborhood, restore both sides of 22nd Avenue to a pedestrian-friendly orientation, and could help fund a shared parking solution in partnership with the YWCA and other stakeholders.Midtown YWCA Continued discussions are needed with YWCA administration regarding opportunities to construct a new parking garage on the YWCA site.The initial studies of the garage show liner housing wrapping the garage on the east and south sides. Connectivity The site master plan design will allow for public and private pedestrian movement through the site. The open space plan and building massing will support the building context and fabric of the area. It will support the security of the residents and yet connect the development to the surrounding community. As part of the master plan, 23rd Avenue will continue north past 31st Street and connect through to 22nd Avenue.The internal streets of the development divide the site into three distinctive parcels and also define the open space for the farmers’ market.The overall flow of the site supports the movement pattern of pedestrians from the neighborhood to Lake Street and to the LRT station.
14. Project Goals and Approach Geo-technical and Environmental Issues Based on our review of the geo-technical report provided by CPED, it is our understanding that there are no significant environmental concerns regarding the soil or ground water on the site.The development team will perform additional environmental testing to ensure that all parcels are safe for development and that all necessary studies have been completed prior to demolishing the existing structure or excavating for new construction. Sustainable Design and Development L&H Station Development intends to create a sustainable environment that will be a benchmark for urban living at a TOD location. The L&H team has reviewed the Sustainability Statement prepared by the Corcoran Neighborhood Organization and will strive to meet the perform- ance goals as they relate to energy, construction waste, stormwater management, transportation, and landscape design. The development will accommodate bikes, LRT, bus, cars, and car share programs. Additionally, every effort will be made to support live/work uses, local services, and local business development so that the L & H Station can be a self-sustaining community. We recognize the positive impact that environmentally-sensitive buildings will have on the people who live, work and visit the L&H Station Development. Residents and visitors will benefit fromThe Midtown Greenway the amenities offered by the site and the buildings.The design team will incorporate sustainable design principles to reduce operating costs, lower energy consumption and guarantee that his development is an example of environmental responsibility.Sustainable Design Strategies
15. Development Timeline and ProformaAs described earlier, L&H Station Development, LLC proposes a phased approach to thesite development and purchase. While our proposed timeline is aggressive, we believe thatit is important to move at a quick and consistent pace in order to keep all constituenciesfocused on the complex project.Proposed Timeline:PROJECT PLANNING/APPROVALSNovember 1, 2010: Submit RFP ResponseJanuary 1, 2011: L&H Station Development, LLC selected as site developerJanuary - April, 2011: Negotiate details of land purchase, phasing, zoning, site plan, fundingsources, farmers market/public space, parking structure with CPED and MPSMay - August, 2011: Entitlement and funding source approvals, physical due diligencePHASE IASeptember - October, 2011: Close on Phase I site acquisition and commence constructionof 80,000 square foot office building, 150 units of market rate apartments and 400 stallparking structure on the YWCA site.PHASE IBSummer, 2012: Commence and complete construction of infrastructure and publicplaza/farmers’ market.PHASE IIAFall 2012: Close on Phase IIA site acquisition and commence construction of 90 unitsenior housing project.PHASE IIBSummer 2013: Close on Phase IIB site acquisition and commence construction of 200 unitsof market rate apartments and 60 units of affordable housing.PHASE IIISpring 2014: Commence and complete construction of 11 units of liner housing - a for saletownhome project to screen the shared parking ramp. Potential acquisition of the existinghomes at 22nd Avenue and 31st Street for a second phase of 50 units of affordable rentalor for sale housing.
16. Development Timeline and ProformaAcquisition Price$7,000,000 or $24.80/sf for 6.48 acresLand acquisition will occur in three phases:Phase IA: Fall 2011 - $3,500,000Phase IIA: Fall 2012 - $900,000Phase IIB: Summer 2013 - $2,600,000Development EconomicsThe respective developers for each functional component of the proposed project cansupport and will pay the land acquisition costs outlined above and further detailed in thechart below. In addition to the acquisition cost, however, the proposed project will require$4 million for roads, utilities, infrastructure, demolition and public space/farmers marketcosts. L&H Station Development, LLC shall seek funding for these costs through multiplesources including TIF, Grants,TOD Funds, etc. Finally, we propose that the City of Minneapolisassist in the financing of a 400 stall parking structure on the current site of the YWCA/MPLSSports parking lot that will serve those facilities as well as our proposed new development.See enclosed detailed chart which indicates the proposed phasing, land cost allocations andtotal project values.
17. L&H Station Development ProposalPhase IA Developer Start Land Allocation Land Price Estimated Value Total ValueMarket Rate Mulit-Family Greystar 150 units Fall 2011 $ 10,000 per unit $ 1,500,000 $140 - 160,000 per unit $21 to $24 millionOffice United Properties 80,000 sf Fall 2011 $ 25 per sf bldg $ 2,000,000 $125 - 150 sf $10 to 12 millionParking Structure Minneapolis 500 stalls Fall 2011 $ - $ -Phase IB Developer Start Land Allocation Land Price Estimated Value Total ValuePublic Space/Farmers Market L&H Development, LLC Summer 2012 $ - $ -Phase IIA Developer Start Land Allocation Land Price Estimated Value Total ValueSenior Housing Greco/CommonBond 90 units Summer 2013 $ 10,000 per unit $ 900,000 $140 - 160,000 per unit $12.6 to 14.4 millionPhase IIB Developer Start Land Allocation Land Price Estimated Value Total ValueMarket Rate Housing Greystar 200 units Summer 2013 $ 10,000 per unit $ 2,000,000 $140 - 160,000 per unit $28 to 32 millionAffordable Housing PPL 60 units Summer 2012 $ 10,000 per unit $ 600,000 $120 - 140,000 per unit $7.2 to 8.4 millionTotal Land Cost $ 7,000,000Total Project Value $78,800,000 to $90,800,000Land Development CostsPhased Purchase from MPS $ 7,000,000Farmers Market/Public Plaza $ 1,500,000Demolition/Stie Prep $ 500,000Roads/Utilities/Infrastructure $ 2,000,000Total $ 11,000,000Funding SourcesDevelopers Purchase Price $ 7,000,000TIF/Grants/TOD Funds/Etc. $ 4,000,000Total $ 11,000,000
18. Development Team The L&H Station development group structure is defined as illustrated in the attached organization chart.The basic structure brings together four development entities each with specific experiences and qualifications to complete the L&H Station development vision and the Corcoran neighborhood comprehensive plan. In support to the development entities is a team of consultants equally experienced in design, law, marketing and environmental aspects of the development creation. The L&H Station Development, LLC, under the leadership of Mark Nordland as the development manager, is a development collaboration that will implement the redevelopment plan with the Corcoran Neighborhood Organization and the City of Minneapolis.The L&H Development team collaborative effort will execute the overall master plan for the devel- opment and each individual entity shall purchase and develop individual parcels of the plan. CorcoranCity of Minneapolis Neighborhood Organization D E V E LO P M E N T Mark Nordland Development Manager DEVELOPMENT ENTITIES United Properties Greystar William Katter Kevin Kaberna Greco Real Estate PPL Arnie Gregory Steve Cramer DEVELOPMENT CONSULTANTS DESIGN MARKET BKV Group Joe Urban Jack Boarman Sam Newberg LEGAL TRAFFIC/CIVIL Faegre & Benson RLK, Inc. John Herman Aaron Hemquist
19. L&H Development, LLC L & H Station Development is a master development organization formed by a consortium of top tier developers to redevelop the 6.48 acre site located at 2225 E. Lake Street in Minneapolis. L & H, lead by Mark Nordland as the master development manager, combines the resources of best-in-class developers in office, market rate, affordable and senior housing to create a transit-oriented, high density mixed use project. The unique opportunity created by a large site at a light rail station with an active and sup-A Limited Liability Corporation portive neighborhood caused this group to form as a master developer. The goal of the entity is to coordinate the site planning, approval, land acquisition and site development 222 North 2nd Street required for the residential, commercial and civic project to proceed. Because no one com- ponent of the development took a majority of the site, it was determined that the best way Minneapolis, MN 55401 to proceed was as a group. Phone: 612.812.7020 Fax: 612.339.6212 L & H Station Development Members: Mark Nordland - Development Manager United Properties - Office Greystar Property Development - Market Rate Housing Greco Real Estate Development - Senior Housing Project for Pride in Living - Affordable Housing BKV Group - Design Faegre & Benson - Legal Urban Joe - Market Research RLK, Inc. - Civil and Traffic Engineering In addition to the members above, we believe that the MPS, Corcoran Neighborhood Organization, Midtown Farmers’ Market,YWCA, City of Minneapolis and other stakeholders are all part of our team with a common goal of maximizing the development potential of the site.
20. Team Resumes Mark Nordland L&H Station Development, LLC: Development Manager Mark Nordland has 15 years of commercial real estate experience and has been involved in the development of more than $750 million in projects. From 2006 - 2010, Mark co-lead Ryan Companies Minnesota Region development team in developing more than $500 million in projects — $185 of which he personally developed. Nordland received his bachelor’s degree in economics and government from LafayetteEducation College in Pennsylvania. Before joining Ryan, he served as director of industrial developmentLafayette College at CSM Corporation and as an industrial broker at Welsh Companies. Nordland is a Bachelor of Arts, Economics and Government Certified Commercial Investment Member (CCIM), and also belongs to the National Association of Industrial and Office Properties (NAIOP) and the Minnesota CommercialProfessional Experience Association of Realtors (MNCAR). Mark was the co-chair of Ryan’s United Way CampaignVice President of Development Ryan Companies; 2006 - 2010 in 2008 and has volunteered with A Chance to Grow and Catholic Charities.Director of Development CSM Corporation; 1999-2006 In 2010, Mark received The Minneapolis/St. Paul Business Journal’s “40 Under Forty” awardBroker recognizing the region’s up-and-coming business and community leaders. Selections are based Welsh Companies; 1996-1999 on each individual’s professional achievements and commitment to community service.Professional AffiliationsCertified Commercial Investment Relevant Experience Member (CCIM) Cargill, 30,000 SF Corporate Office, Omaha, NEOfficer and Board Member, National Association of Industrial and LDI/SAFCO, 302,016 SF Distribution Center, Windsor,VA Office Properties (NAIOP) US Bank Data Center, 138,800 SF Tier III, Olathe, KSMinnesota Commercial Association of Toro, 350,000 SF Distribution Center,Tomah, WI Realtors (MNCAR QLogic Corporation, 100,074 SF, Corporate Office, Shakopee, MNAwards and Recognition Dean Lakes, 276-acre Mixed-useTechnology Development, Shakopee, MN2010 Minneapolis/St. Paul Business Transoma Medical, 118,500 SF, Office/Laboratory/Clean Room, New Brighton, MNJournal’s “40 Under Forty” top executives The Hartford, 130,000 SF, Corporate Office, New Hartford, NYSix NAIOP Awards of Excellence2008 Best in Real Estate from 610 Business Park, 59-acre, Mixed-use Development, Brooklyn Park, MN MSP Business Journal New Brighton Commons, 57,980 SF, Industrial, New Brighton, MN Crystal Bay Business Center, 18-acre, Office,Warehouse, and Office Showroom, Orono, MN Lexington Preserve Business Park, 140 Acres, 850,000 SF, Blaine, MN The Waters Corporate Campus, 80-acres, Eagan, MN Westgate Business Park, 450,000 SF, St. Paul, MN Aveda Worldwide Distribution Center, 126,000 SF, Blaine, MN “Mark has become one of the top developers in Minnesota. Whether he is putting together a development, leading our United Way Campaign or presenting at an industry event, he puts 100% into everything he does, and he always gets results.” - Collin Barr, President, Minnesota Region, Ryan Companies US, Inc. “
21. ReferencesMark Nordland References:US BankContact: Bob EversonConstruction and Design Manager2800 East Lake StreetMinneapolis, MN 55406612.728.8450Cargill, Inc.Mike Lewis1705 Kellie DriveBlair, NE firstname.lastname@example.orgThe HartfordTroy RiccitelliDirector, Workplace ResourcesHartford PlazaHO-2-18Hartford, CT email@example.comData Sciences International (DSI)Charlie CogginChief Financial Officer119 14th Street NWNew Brighton, MN firstname.lastname@example.org
22. United Properties United Properties is a leader in commercial real estate development and investment. We develop multiple product types including office, industrial, retail, multi-family, healthcare and senior housing. In addition to our large presence in the Minneapolis-St. Paul market we have expanded into Wisconsin and Colorado. Development United Properties has been developing quality projects for many years and has long been Investment recognized as a premier developer in the Twin Cities regional market. 3500 West American Boulevard By combining market knowledge, entrepreneurial talent, financing options and anSuite 200, Minneapolis, MN 55431 understanding of the governmental approval process, we are able to provide you with a Phone: 952.835.5300 comprehensive plan for your project. We will focus on your specific needs and manage all aspects of your development, including www.uproperties.com site selection and acquisition, design and engineering, contractor selection, municipal and other governmental approvals, as well as financing. We can also customize our solution to provide only the services you need. United Properties provides creative real estate solutions to its clients. As one of the top regional development companies, United Properties goes well beyond the basics, offering one of the most flexible and comprehensive programs. Trust our experience with your unique requirements. Our process includes: • Site selection • Due diligence • Site acquisition • Design/Engineering • Sustainability • Consultant/vendor selections • Government entitlement approvals • Construction • Financing/Leasing • Marketing/Promotion • Facility management/Consulting The company is organized into business units that offer services in the following areas: DEVELOPMENT Comprehensive development services for all types of development including office, industrial, retail, medical, residential and mixed-use projects. INVESTMENT Direct principal investment, joint ventures and asset management for all types of commer- cial property.
23. Team Resumes William P. (Bill) Katter United Properties: Senior Vice President-Investment and Development As a senior vice president in the Development Department, Bill’s responsibilities include office, medical office, retail and industrial development and investment in the Twin Cities market. In that role, he oversees land acquisition and entitlement, selection of contractors, leasing efforts on development projects and the capitalization of office/industrial investments and developments. He is also responsible for new investment into office, medical office and industrial assets for United Properties investment portfolio.EducationUniversity of Minnesota Bachelor of Arts in Humanities Past Experience Before joining United Properties, Bill was director of real estate equities for Thrivent FinancialRegistration for Lutherans from 1994-2003. In that role, he oversaw the acquisition, disposition and assetMN Licensed Real Estate Salesperson management of all Thrivent’s investment properties located across the U.S. Bill began hisProfessional Affiliations career in real estate in 1989 with Welsh Companies as a property manager.National Association of Industrial andOffice Properties(NAIOP) Professional and Community InvolvementBuilding Owners and ManagersAssociation (BOMA) Bill is a member of the National Association of Industrial and Office Properties (NAIOP) and obtained his Real Property Administrator (RPA) designation through the Building Owners and Managers Association (BOMA). Relevant Experience 8200 Tower at Normandale Lake Office Park, Bloomington, MN CH Robinson Worldwide Corporate Headquarters, Eden Prairie, MN Ford Center Historic Renovation, MInneapolis, MN Coloplast Corporation, Minneapolis, MN Centennial Lakes Mixed-Use Development, Edina, MN
24. ReferencesUnited Properties References:City of Eden PrairieDavid LindahlCommunity Development Director8080 Mitchell RoadEden Prairie, MN 55344952-949-8300City of BloomingtonGene WinstedMayor1800 West Old Shakopee RoadBloomington MN 55431952-563-8700Nelson,Tietz & HoyeRuss Nelson81 South 9th Street, Suite 330Minneapolis, MN 55402612-359-3200
25. Relevant ExperienceNormandale Lake 8000 Tower/TIAA-CREFBloomington, MNTIAA-CREF owned a vacant 4.1-acre site within Normandale Lake Office Park.The vacant land was located among three other officebuildings that were fully occupied, and the park needed to expand to accommodate the growth of existing tenants or risk losing thosetenants to newer properties under construction. Real estate development is outside TIAA-GREFs core business focus, and thecompany was reluctant to commence a speculative office development. United Properties reputation as a developer along with itsexisting property management and ieasing relationship with TIAA-CREF gave TIAACREF confidence that United Properties couldsuccessfully deveiop the property.United Properties persuaded anchor tenants in the existing buildings to expand into the proposed new building instead of moving toa new location. Once 40 percent of the new building was pre-leased, TIAA-CREF allowed construction to begin. In the late 1990s,when the building was being designed, the look of office buildings was moving away from reflective blue glass to more pre-caststructures. The three existing buildings in Normandale Lake Office Park were constructed with blue glass. To meet new designstandards but also blend with the existing structures, the new building - the 8000 Towerwas given a blue glass exterior, instead of apre-cast facade, and the interior was designed to be more contemporary.As a result of United Properties efforts, the 8000 Tower was 90% pre-leased by the time the building opened in 2001 The new buildingprovided a long-term home for key tenants by providing room for those tenants to expand without leaving Normandale Lake OfficePark.TIAA-CREF increased its cash flow from the property by turning a non-performing asset into a revenue generating property. Netoperating income now exceeds $4 million per year on what was a vacant parcel of land. In addition, the 8000 Tower was recognizedby the commercial real estate industry as an outstanding office property in 2001 when it received the Award of Excellence from theNational Association of Industrial and Office Properties (NAIOP).
26. Relevant ExperienceCentennial Lakes Mixed-Use DevelopmentEdina, MNCentennial Lkes is a world-class mixed-use development located in Edina, Minnesota. The innovative design of the project has set anew standard for mixed-use development worldwide.United Properties took control of a former gravel pit through a contract for deed in 1988 and sought to redevelop the Edina,Minnesota, site as a mixed-use property. By coordinating a design that incorporated retail, entertainment, residential and office spaceas well as park land, United Properties was able to obtain city approval for the 100-acre proposed development.United Properties coordinated the efforts of the City of Edina and four private developers to design and complete a project thatwould serve as an economic hub and community gathering place as well as a convenient service center for the thousands of peoplewho would live and work within the site United Properties developed nearly one million square feet of Class A office space on thesite.The company also sold parcels of land to facilitate the development of the retail, medical and residential townhome portions ofthe project and acted as a joint developer of the Centennial Lakes Village Homes condominiums.Construction of the project began in 1988 and was completed in 2000.The development includes five office buildings with nearly onemillion square feet of Class A office space, more than 30 retailers and restaurants, a theater complex with eight screens, a medicaloffice building, a full-service hotel, a condominium complex, a child care center and a fitness center.Walking paths connect the 25-acrecommunity park at the center of the development to the office buildings and retail plaza.As the developer of Centennial Lakes, United Properties has set a new standard for highquality mixed-use development worldwide.Centennial Lakes has been nationally recognized as a premier mixed-use development and its office buildings have won the NationalAssociation of Industrial and Office Properties (NAIOP) Award of Excellence numerous times. What was once gravel pit is now oneof the most respected mixed-use developments in the Twin Cities.
27. Relevant ExperienceColoplast CorporationMinneapolis, MNColoplast needed to rapidly relocate its U.S. headquarters to Minneapolis. Coloplast selected NorthMarq to help the company alignits real estate with its business strategy and manage all of its real estate in the United States. The existing Minneapolis campus,previously owned by Mentor, presented several challenges. To fully accommodate Coloplast’s needs, the company also needed toacquire additional land around the site.NorthMarq determined Coloplast’s facility needs and developed several real estate alternatives. Working with the Coloplast steeringcommittee to ensure the company be operational quickly, NorthMarq relocated the healthcare manufacturing operations into a vacantclean room facility that required minimal renovation. After negotiating the lease, NorthMarq managed the design, build-out and moveinto the 90,000-sq.- . facility in just three months. NorthMarq also secured a 42,000-sq.- . sublease space in downtown Minneapolis tohouse the company’s U.S. sales and marketing divisions, saving Coloplast approximately $1 million, compared with the initialrecommendation by another firm.NorthMarq executed cost-e ective solutions that enabled Coloplast to consolidate its U.S. headquarters on the original site of MentorCorporation. NorthMarq navigated di cult and lengthy governmental approval processes and obtained more than $9 million ingovernmental incentives while ensuring that the project met Coloplast’s desire for a distinctive building and campus that utilizedsustainable design principles. Coloplast’s new campus includes a 100,000-sq.- ., ve-story, Class A o ce tower and 40,000sf of researchand development space. The existing research, development and sterile manufacturing space will be remodeled to provide greater exibility for added research and development functions, new product introduction and surgical manufacturing products.
28. Relevant ExperienceFord CenterMinneapolis, MNFord Centre, an historic landmark within the Minneapolis warehouse district, will be renovated into a state of the art Class A officebuilding that incorporates leading sustainable design features while retaining all of the unique and dynamic characteristics of warehousedistrict style architectural experience.The most significant and distinguishing characteristic of Ford Centre - its dramatic windowline -will be restored with newer, more energy efficient windows while preserving the intricate original design.Upon renovation, Ford Centre will be the jewel of the Warehouse District, setting the new standard for renovated historic officeproperties in the Twin Cities.The renovated building, located at the nexus of Twin Cities rail transit and adjacent to the new MinnesotaTwins ballpark, will provide the most exciting work environment in the marketplace.When fully renovated, Ford Centre will have 10 stories of office and commercial space containing approximately 265,000 rentablesquare feet.The lower level of the building will contain approximately 25 stalls of executive parking, a building common fitness center,and showers/changing rooms. The fitness center will be located in the former train shed area of the building that has 18 foot ceilingheights and whose windows oversee the Minneapolis skyline.The main level of the building will feature a grand hallway, also with 18 foot ceiling heights, and exposed columns that display the orig-inal building architecture.This grand hallway will connect the buildings visitor parking arrival area (on the North side of the building)to the 5th Street front door entrance of the building, and will be constructed with materials that are consistent with the period inwhich the building was originally constructed.The 5th Street entrance will be recreated to simulate the historic entrance to the build-ing and will connect pedestrians and users of Light Rail Transit with the building core.
29. Greystar Greystar was founded in 1993 with the intent to become a provider of world-class service in the multifamily real estate business. Our innovative business model integrates the management, development and investment disciplines of the multifamily industry on both national and local levels.This unique approach and our commitment to hiring the very best multifamily professionals have resulted in record growth, making us one of the most respected and trusted multifamily real estate companies in the country. Property Development DEVELOPMENT PLATFORM18 Broad Street - 3rd Floor • Identify and execute on multifamily developments that produce the best risk adjusted Charleston, SC returns in the industry Main: 843.579.3229 • Establish a commitment to quality that emanates throughout our organization Mobile: 843.991.2616 • Leverage fully integrated operating platform to provide professional guidance from concept to completion • Be responsive to the changing demands and characteristics of the communities in which www.greystar.com we build Property Management Development Provides property management services for Provides development and general contracting all asset types: Affordable Tax Credit, services for all multifamily product types in all Conventional, High-Rise, HOA / Fractured phases of development including due diligence, Condo, Lender-Owned, Senior, and Student. capitalization, design and construction, and quality control. Asset Solutions Capital Project Services Provides asset strategy execution leveraging Performs physical due diligence including life- the services of the organization designed to safety and immediate repairs asssessments, maximize equity returns, with robust asset executes major capital projects, and level and portfolio reporting and valuation completes both preventative maintenance services. and capital needs recommendations. Investment REO Services Acquires and operates existing multifamily Coordinates execution of all multifamily properties in major markets focusing on well services from initial legal appointment to asset located, institutional quality assets where stabilization and disposition and dedicates Greystar can add value through strategic, REO experts at each asset while leveraging operational, and physical enhancements. relationships with local municipalities. CLIENTS AND PARTNERS
30. Team Resumes Kevin Kaberna Greystar: Principal Kevin Kaberna, a Principal with Greystar Real Estate Partners, is responsible for multi-family investments in the central United States. Prior to joining Greystar in 2006, Kevin was a Senior Consultant with Ernst & Young’s Financial Services Advisory Group. Originally an auditor, Kevin holds his CPA license in the state of New York. He also has experience as an acquisitions associate with The WoodsideEducation Group, a nationwide residential home builder/developer.Harvard Business School Master of Business Administration Relevant ExperienceUniversity of South Dakota Estate on Quarry Lake - Austin,TX Masters in Professional Accountancy Museo - Austin,TX B.B.A. in Accounting Kirby Place - Houston,TX Creekstone - Houston,TX Shadows at Cottonwood - Dallas,TX Lakewood on the Trail - Dallas,TX Broadstone at the Ranch - Denver, CO Sunset View - San Diego, CA Derek Brown Greystar: Senior Director of Development Derek is a Senior Director of Development for Greystar and is responsible for site selection, underwriting, capitalization and execution of new development opportunities. Prior to joining Greystar, Mr. Brown was an Acquisitions and Development Associate at Tishman Speyer in Chicago where he led an effort to establish a high rise residential development business, and was directly involved in the acquisition of over 1.4 million square feet of office.EducationUniversity of Texas BA - Economics Partial Relevant ExperienceThe Kellstadt School at DePaul University Beacon Lakes (360 units), League City (Houston),TX MBA in Real Estate Investment and South Congress Apartments (306 units), Austin,TX Finance SoCo Lofts (69 units), Austin,TX Red River Flats (120 units), Austin,TX
31. ReferencesGreystar References:Prudential Real Estate InvestorsJim Mehalso2 Ravinia Drive, Suite 400Atlanta, Georgia 30346(770) email@example.comThackeray PartnersTony Dona5207 McKinney, Suite 200Dallas,TX 75205(214) firstname.lastname@example.orgGE Commercial FinanceBruce Bardgett16479 Dallas Parkway2 Bent Tree Tower, Suite 600Addison,TX 75001-2512972-728-7525Bruce.Bardgett@gecapital.com
32. Relevant ExperienceRed River Flats - Austin, TXSouth Congress Apartments - Austin, TX
33. Relevant ExperienceGrand Reserve - Dallas, TXDaniel Island Village - Charleston, SC
34. Relevant ExperienceCypress VillageCypress, TXIn collaboration with a retail developer and the local transit authority, Greystar developed theresidential component of a transit oriented mixed-use development in suburban Houston.Cost savings from a shared parking facility made air conditioned corridors, elevators and otherhigher density community amenities feasible at rental rates comparable to surroundingapartments.Project Highlights • Worked with Houston Metropolitan Transit Authority and NewQuest retail group to develop functional site plan. • Arranged construction financing on a 3-tiered ground lease. • Onsite parking garage is scuccessfully shared by all three site uses to create a fully- intergrated, economical project. • Cost savings from the shared garage allowed for two courtyards including an oversized pool, outdoor kitchen, putting green, barbeque areas, volleyball court and a running track. Completed construction ahead of schedule. • $970K construction budgut save. • Stabilized project in 11 months from first unit turnover
35. Relevant ExperienceWest End Ranch ApartmentsSugarland/Houston, TXFor apartment development, Greystar targets sites with proximity to employment, strongmarket fundamentals and barriers to future supply. Greystar then combines cost efficient buildingtypes with detailed input from our local management operators to deliver communities thatbest meet market specific demand resulting in development projects with the highest riskadjusted returns.Project Highlights • First units delivered ahead of schedule; construction completed on time • $1.7M project cost savings • Successfully coordinated between construction and property management to tie building turnover to lease up schedule • 96% occupied within 10 months from first turnover
36. Firm IntroductionSeneca at Cypress CreekTampa,FLProject Highlights • Worked with municipality and successfully rezoned land while under contract • Estimated completion - July 2010, 2 months ahead of schedule • Anticipated total project savings of 10% • Average absorption of 26 units per month to date
37. Greco, LLC At GRECO, LLC our intent is to create an innovative, superior product in and for an array of markets including senior living, market rate rental and for sale housing.We have learned that by offering a unique product, we will serve that portion of the market that places a premium on alternative design, architectural detail, environmental planning, and a commitment to complete quality. Property Development Our local presence and extensive experience affords us the insight to consistently recognize subtle market changes, identify premier sites, and craft outstanding developments that meet129 North Second St., Ste 100 the creative, alternative housing needs of todays and tomorrows dynamic population. A Minneapolis, MN 55401 portfolio of successful projects illustrates our commitment to urban redevelopment, and our Phone: 612.630.2450 belief in supporting the cause of general metropolitan revitalization. Fax: 612.630.2453 At Greco Property Management, we believe every building has its own culture. Whether managing a senior community, an upscale complex in Uptown, or an affordable three-story www.grecollc.com project in the suburbs, we custom-fit our staff and services for you and your residents’ peace of mind. Greco is a large-scale class A & B property management and administration organization. We know the landscape.Through special programs and on-site events our friendly concierge staff help residents bond with their community. Our vigilance and energy produces the cachet you set out to establish the day you broke ground. Greco matches unique solutions to challenging properties. Our web-based accounting software allows “real-time” reporting. And our interactive website facilitates resident services such as credit card & automatic payments, service requests, applications, lease signings, renewals and more. SOLUTIONS • On-site Management • Building Maintenance • Lease-up Marketing • Accounting and Financial Reporting • Motivational Leasing Training • Value-added Renovations MAINTENANCE • Preventative • Clean, never messy • Earth-friendly • Comprehensive • Level-headed
38. Team Resumes Arnie J. Gregory Greco: Owner Owner of GRECO, LLC a real estate development firm located in Minneapolis, MN. GRECO is a full service real estate firm that presides in development, management and leasing of residential and commercial real estate. Mr. Gregory is responsible for the day to day opera- tions as well as seeking out and identifying development opportunities, site acquisitions and placement of equity and debt. GRECO projects range from multi-family residential to com- mercial and total in excess of $100 million of value.EducationUniversity of North Dakota Business with concentration in BackgroundFinance • Previous to GRECO, Mr. Gregory was an equal owner in HuntGregory, a real estate development firm. While at HuntGregory the firm was responsible for developingProfessional Affiliations over 500 condominium units along with 400 rental units, 40,000 square feet of retailUrban Land Institute (ULI) and 50,000 square feet of commercial office space in downtown Minneapolis. TotalMN Multi Housing Association (MHA) HuntGregory development portfolio is in excess of $150 million.Minnesota Builders AssociationMN Association of Real Estate Brokers • Previous to HuntGregory, Mr. Gregory was employed by Can-American Realty Corporation. While with Can-American, Mr. Gregory was responsible for development of for sale and rental residential housing. Can-American developed and managed over 3,000 residential units at the time. • Previous to Can-Amercian, Mr. Gregory was employed by Norwest Bank Minneapolis as a commercial banker in the oil & gas and real estate divisions. Brent Rogers Greco: Vice President of Development As Vice President of Development for GRECO, Mr. Rogers is a partner and project manager for all new development projects at GRECO. Mr. Rogers is responsible for seeking out new development sites and acquisition opportunities, contracting with 3rd parties for engineer- ing and design, securing financing, and managing the construction process for new projects. In addition, Mr. Rogers is responsible for overseeing the Marketing, Lease ]Up, and Property Management of all new GRECO projects.EducationUniversity of Wisconsin Madison Real Estate and Urban Studies and Background Risk Management and Insurance Prior to joining GRECO in 2006, Mr. Rogers was a Developer with Dominium, a Minneapolis based developer and owner of over 15,000 units of multifamily housing. Mr. Rogers has beenProfessional AffiliationsUrban Land Institute (ULI) instrumental in structuring and managing the following projects while at GRECO orMN Multi Housing Association (MHA) Dominium:University of Wisconsin Real Estate • Development of Blue Apartments in Minneapolis, Minnesota. Alumni Assoc. (UWREAA) • Historic renovation of the former Homer G. Phillips Hospital in St. Louis, MO • Historic renovation of a former grocery and liquor distributing warehouse complex into Carleton Artist Lofts, • New construction of Mainstreet Village, in New Brighton, MN • Acquisition-rehab of a 98 unit Section 42 housing project in Sioux Falls, SD
39. ReferencesGreco References:Crown BankContact: Mr. Kevin HowkSenior Vice President6600 France Avenue South, Suite 125Edina, MN 55435Tel: email@example.comNorthmaq CapitalContact: Mr. Patrick S. MineaSenior Vice President, Managing Director3500 W. 80th Street, Suite 500Bloomington, MN firstname.lastname@example.orgKNW GroupContact: Mr. Marty NannePrincipal5460 Feltl RoadMinnetonka, MN email@example.com
40. Relevant ExperienceNine Mile Creek Senior LivingBloomington, MNNine Mile Creek Senior Living is 91 dwelling units that offer everything that individuals need for active, carefree senior living today,with assurance for the future. In a refreshing, natural setting next to Moir Park, Nine Mile Creek Senior Living is in convenientBloomington, Minnesota. Residents enjoy the rejuvenating setting while having the culture and entertainment of the Twin Cities justminutes away.Retirement living at Nine Mile Creek includes senior living with services with maintenance-free independent living in spacious seniorapartment homes with many amenities and services featuring fine dining, housekeeping, transportation and others.If needs change, home health services and personal care can come directly to each individuals apartment. For those who need alittle extra help, assisted living within Nine Mile Creek has staff on duty 24-hours each day. The specially-designed Alzheimers andmemory care area is a home-like environment for those with memory loss.An exceptional retirement community is at Nine Mile Creek with the convenient, lifestyle living and assurance for the future.
41. Relevant ExperienceHeritage LandingMinneapolis, MNHeritage Landing represents a high-density, mixed-use, urban infill project in the heart of the historic Minneapolis Warehouse District.The 229-unit rental complex combines flats, lofts and stacked two-story townhomes with 400 underground parking stalls and 7,500sf of street-level retail. Our goal in the design was to combine contemporary living with an industrial aesthetic compatible to the his-toric neighborhood.The complex required two different structural systems and the integration of a historic 19th century battered stone wall, originallybuilt to enclose a railroad yard, and an old historic steel and wood bridge on the east side which was required to be left intact andexposed to view. Heritage Landing combine materials inherent to the area but used in a refreshing, imaginative way.Awards:2003 Minneapolis Heritage Preservation Commission and AIA - Heritage Preservation Award2002 AIA/HUD - Secretarys Housing and Community Design Award2002 Minnesota Concrete and Masonry Contractors Association Honor Award for Excellence in Masonry Design2000 Minnesota Multi-House Association - MADACS Award for Best Floor Plan/Townhome1999 Minnesota Multi-House Association - MADACS Award for Best Floor Plan/2BR + Den1999 Business Journal Best in Real Estate - New Residential Development Award
42. Relevant ExperienceLaSalle ApartmentsMinneapolis, MNHistoric renovation of 103,000 SF, 13-level, vacant YMCA building located at 36 South Ninth Street in Minneapolis, MN into 121 mar-ket-rate apartments and 3,000 SF of office space. Completed in 1994. This renovation has been placed on the National HistoricRegister.
43. Relevant ExperienceRiverstationMinneapolis, MNDevelopment and construction of a 360-unit, 12-building, for-sale, residential neighborhood located between Fourthand Eighth Avenues North and North First and Second Streets in Historic Warehouse District of Minneapolis, MN.Completed in 2002.*City Business, Best in Real Estate Award - New Residential Development, 1998
44. Project for Pride in Living Project for Pride in Living, Inc. (PPL) is a nonprofit organization dedicated to helping lower-income families develop the tools they need to achieve self-sufficiency. Since 1972, thousands of people from throughout the metro area have built brighter, stable futures and stronger communities as a result of PPL’s innovative, highly integrated approach. PPLs earliest activities were devoted to increasing the supply of affordable, quality housing Affordable Housing as a stabilizing force in the inner city neighborhoods of Minneapolis; today PPL is widelyEmployment & Job Training recognized as a local pioneer in providing a range of integrated services for low-income Support Services youth, adults, and families. Education We have expanded our geographic scope as well as the services we provide, broadening1035 East Franklin Avenue our reach to include neighborhoods in Saint Paul and five first-tier suburbs. Our activities Minneapolis, MN 55404 have evolved to meet the changing needs of our community, and we remain agile in responding to emerging issues. Phone: 612.455.5100 Fax: 612.455.5101 Guiding the organization’s growth and current programs is the phrase,“Helping people help themselves,” expressing our commitment to the values of a strong work ethic, personal accountability and responsibility, and the participation of the disenfranchised in their own growth toward self-sufficiency. These values reinforce our mission: PPL works with lower- income individuals and families to achieve greater self-sufficiency through housing, employ- ment training, support services and education. PPL is a highly trusted service provider, offering a broad range of customized programs and services that help our participants achieve their goals, and that strengthen communities. PPL offers a range of highly integrated services that address the many challenges faced by our constituents in their journeys toward self-sufficiency. Activities include programs that help achieve the following: • Affordable Housing. • Employment and Job Training. • Human Services. • Education. Programs are offered from four general service locations—the Loring Nicollet Community Center, the Bethlehem Community Center, and the PPL Service Center and Emma B. Howe Learning Center. PPL has long been considered a leader in addressing the needs of low-income area resi- dents.The agency has won a number of local and national honors, including recognition by the Fannie Mae Foundation as one of 10 national winners in its Sustained Excellence Awards Program for community development, and a 2005 Excellence Award given by the Minnesota Council of Nonprofits and Management Assistance Program.
45. Team Resumes Steve Cramer PPL: President and Executive Director Steve Cramer rejoined PPL in August 2003, after serving as director of the Hennepin County Department of Housing, Community Works & Transit, a post he assumed in February 2002. For the preceding three years he had served as executive director of the Minneapolis Community Development Agency. From 1994 through 1999, Cramer served as PPLs director of housing and development, chief operating officer and finally president and executive director. He was elected to the Minneapolis City Council and served as a councilEducation member from 1984 to 1993.Humphrey Institute of Public Affairs,University of Minnesota He currently serves on the Minnesota Task Force to End Homelessness, the Minnesota Multi M.A. in Public Affairs Housing Association Board of Directors, and chairs the Minneapolis Consortium of Community Developers and the Minnesota Ballpark Authority. He has served on the HouseUniversity of Tulsa Minnesota Advisory Committee, Fannie Mae National Housing Impact Advisory Committee, B.S. in Urban Planning Catholic Charities Board of Directors, St. Josephs Home for Children Advisory Board, and as vice chair of the Metropolitan Airports Commission. Partial Relevant Experience Calhoun Square Redevelopment- Minneapolis, MN Brook Commons Apartments, Minneapolis, MN Charlotte Commons Apartments, Minneapolis, MN Camden Apartments, Minneapolis, MN Midtown Exchange Condos, Minneapolis, MN Linden Park Condos, New Hope, MN Linden Place Apartments, New Hope, MN Barbara McCormick PPL:Vice President of Housing and Community Impact Barbara McCormick has more than 20 years of experience in the nonprofit housing field, beginning with a community-based development corporation and then moving on to a Twin Cities-wide nonprofit housing provider. She is experienced in syndicating Historic Preservation and Low-Income Housing Tax Credits, has served as asset manager for inner- city and suburban affordable rental housing, and operated various loan and grant programs for out-state housing developments. Ms. McCormick has been overseeing PPLs work in affordable housing and commercial development since 1998. Partial Relevant Experience Calhoun Square Redevelopment- Minneapolis, MN Brook Commons Apartments, Minneapolis, MN Charlotte Commons Apartments, Minneapolis, MN Camden Apartments, Minneapolis, MN Midtown Exchange Condos, Minneapolis, MN Linden Park Condos, New Hope, MN Linden Place Apartments, New Hope, MN
46. Team Resumes Chris Wilson PPL: Director of Real Estate Development At PPL, Chris Wilson is responsible for all commercial and housing development activity from project inception through completion. PPL currently has under construction or recently completed projects totaling in excess of 30 million dollars with additional projects totaling about 50 million dollars in the pipeline. Mr. Wilson has been with PPL since 1996, joining the organization in a Construction Management role after previous service oversee- ing the Summer Youth Program. Mr. Wilson also oversees the Emergency Repair Program,EducationUniversity of Chicago which provides repair services to low income homeowners. Mr. Wilson has more than B.A.English twenty-five years of project management and architectural experience. He holds anUniversity of Minnesota Architecture degree from the University of Minnesota and a B.A. in English from the Architecture University of Chicago. Partial Relevant Experience Calhoun Square Redevelopment- Minneapolis, MN Brook Commons Apartments, Minneapolis, MN Charlotte Commons Apartments, Minneapolis, MN Camden Apartments, Minneapolis, MN Midtown Exchange Condos, Minneapolis, MN Linden Park Condos, New Hope, MN Linden Place Apartments, New Hope, MN Leslie Angel PPL: Director of Property Management Leslie Angel has over 22 years experience managing affordable housing in the central cities. Prior to joining PPL in 1986, she "learned the ropes" in a busy real estate office in the Stevens Court neighborhood where she developed an affinity for the challenges and rewards ofEducation affordable housing. In her 20 years with PPL she has both supported and directed theUniversity of Minnesota growth of the property management department from a humble 2-person office with less B.A. in Humanities than 50 units to its current professional team of 22 managing over 600 units of housing. Ms. Angel completed her Certified Occupancy Manager training at the Minnesota Multi-Housing Association and has a BA in Humanities from the University of Minnesota. Partial Relevant Experience Calhoun Square Redevelopment- Minneapolis, MN Brook Commons Apartments, Minneapolis, MN Charlotte Commons Apartments, Minneapolis, MN Camden Apartments, Minneapolis, MN Midtown Exchange Condos, Minneapolis, MN Linden Park Condos, New Hope, MN Linden Place Apartments, New Hope, MN
47. ReferencesPPL References:Minneapolis CPEDContact: Mike Christenson, DirectorCrown Roller Mill105 Fifth Avenue South #200Minneapolis, MN firstname.lastname@example.orgMinnesota Housing Finance AgencyContact: Marcia Kolb,Assistant Commissioner Multifamily Division400 Sibley Street, Suite 300St. Paul, MN email@example.comTwin Cities LISCContact: Andriana Abariotes,Executive Director570 Asbury Street, Suite 207St. Paul, MN firstname.lastname@example.orgFamily Housing FundContact:Thomas P. FultonPresidentMidwest Plaza West, Suite 1825801 Nicollet MallMinneapolis, MN email@example.com
48. Relevant ExperienceCamden ApartmentsMinneapolis, MNPPL and Emerge Community Development jointly developed Camden Apartments in 2007.This 23 unit permanent supportive housing development targeting families with a fatherpresent is located in the North Minneapolis neighborhood of Lind-Bohanon on the site ofthe former Camden Motel.
49. Relevant ExperienceMidtown Exchange Condos on the GreenwayMinneapolis, MNPPLs "Midtown Exchange Condos on the Greenway" is part of the redevelopment of the historic "1928" Sears Retail building in SouthMinneapolis known as Midtown Exchange. Completed in 2006, the building wraps around a six-story parking ramp which services thenew users of the redeveloped building and consists of 57 reasonably priced condo and townhouse units.
50. Relevant ExperienceLinden DevelopmentNew Hope, MNPPL developed this long vacant City-owned parcel in New Hope in two phases. Linden PlaceApartments, the first phase of the development completed in 2005, is a newly constructed35 unit apartment building offering two, three, and four bedroom units with rents affordableto households earning 30-60 percent of the area median income.The second phase is LindenPark Condominiums offering 41 reasonably priced condominium units.
51. BKV Group BKV Group is a full-service architecture, engineering, interior design, landscape architecture and construction administration firm. Over the last 30 years, BKV Group has grown from a sole proprietorship into a diverse partnership with offices in Minneapolis and Chicago, serving clients locally and nationwide. Collectively we represent a practice whose expertise Architecture is team-focused and offers a client-centered approach to creating architectural solutions. As Interior Design a result of our full-service structure, we offer our clients a single source for all aspects of Landscape Architecture design and construction administration services. Engineering BKV Group is an established leader in four primary practice areas—community development, 222 North 2nd Street corporate, education and government. Each practice area is led by BKV Group partners who are nationally recognized leaders in their respective fields.Minneapolis, MN 55401 Phone: 612.339.3752 Our firm’s culture is based on a highly collaborative design model. We strive to cultivate Fax: 612.339.6212 client relationships where creativity can flourish, leading to architectural solutions that enhance and inspire our client’s program. We engage our clients, value their objectives and develop innovative design solutions that make meaningful contributions to the built environment. BKV Group is a design leader in the development of mixed-use residential environments. We are a design resource that emphasizes the total building design, from the aesthetics of exterior image to the sciences of building technology and the challenge of creative cost control. The creative design value of BKV Group has attracted national exposure and clients. BKV Group is unique in our full-service approach to projects. Providing our clients with complete in-house design services leads to fully coordinated construction documents and a seamless transition to construction in the field. Our in-house services include planning, architecture, interior design, landscape architecture, structural/mechanical/electrical engineering and construction administration.
52. Team Resumes J. Owen Boarman, AIA, NCARB BKV Group: Managing Partner Jack Boarman has thirty-five years of experience in the design of residential and mixed-use buildings. Since he founded the firm in 1978, he has led the firms team design approach in the development of quality residential and urban architecture for our region. He has expanded the design practice for planning, programming and design of urban redevelopment projects within Minnesota.Education Partial Relevant ExperienceUniversity of Minnesota Bachelor of Architecture 301 Clifton Avenue Condominiums, Minneapolis, MN with Distinction 520 2nd Street SE, Minneapolis, MN MoZaic Mixed-Use Development, Minneapolis, MNRegistration The Pacific, Minneapolis, MNNCARB #26798Professional Architect MN, SD, WI, IA, Lutheran Social Service, Center for Changing Lives, Minneapolis, MNAZ, IL, and NY Lutheran Social Service, Park Avenue Apartments, Minneapolis, MN Currie Park Development, Minneapolis, MNProfessional Affiliations ACME Tag, Minneapolis, MNAmerican Institute of Architects, Minneapolis Chapter Blue Apartments, Minneapolis, MNMinneapolis Chapter President, 1998 Ann Arbor City Apartments, Ann Arbor, MINational Center for State Courts Arts Quarter Lofts, Minneapolis, MNU.S. Courts Design Guide Bemidji State University, Bemidji Student Housing, Bemidji, MN Brick Pond Apartments, Oak Park Heights, MN Central West End City Apartments, St. Louis, MO Currie Park Development, Minneapolis, MN Delano Square Apartments, Delano, MN Eitel Building City Apartments, Minneapolis, MN Flour Sack Flats, Minneapolis, MN Heritage Landing Apartments and Townhomes, Minneapolis, MN Hotel Kaddatz Lofts, Artist Housing, ArtSpace, Fergus Falls, MN Lake Calhoun City Apartments, Minneapolis, MN LOOP Condominiums, Minneapolis, MN Loyola Station City Apartments, Northfield Lofts, Artspace, Northfield, MN Selby Grotto Village Apartments, St. Paul, MN Riverfront Residential Development, Minneapolis, MN University and Dale Apartments, St. Paul, MN 301 Clifton, Minneapolis, MN 520 Second Street Condominiums, Minneapolis, MN France Avenue Square, Bloomington, MN Glenview Family Housing, Glenview, IL Knob Hill of Eagan, Eagan, MN Loewenberg Condo Tower Phase I, Minneapolis, MN Loring Tower, Minneapolis, MN Mill District City Apartments, Minneapolis, MN Minnehaha Square Condominiums, Minneapolis, MN Parkway Place Townhomes, Minneapolis, MN Penn Village Condominiums, Minneapolis, MN
53. Team Resumes Michael J. Krych, AIA William M. Baxley, AIA BKV Group: Design Partner Partner Michael Krych has sixteen years of award-winning residential urban design experience. His career has focused on urban design and development within the Twin Cities and nationally for housing and mixed-use developments. He has guided our in-house design process to involve communities, creating excellence and consensus for the developer and the neighborhood.Education Partial Relevant ExperienceUniversity of Minnesota Bachelor of Architecture The Pacific, Minneapolis, MN with Honors 301 Clifton Avenue Condominiums, Minneapolis, MN Architecture Thesis Award 600 Main Street Condominiums, Minneapolis, MN 740 River Road, St. Paul, MNRegistrationProfessional Architect MN #23555 Blue, Minneapolis, MN ACME Tag, Minneapolis, MNProfessional Affiliations Ann Arbor City Apartments, Ann Arbor, MIAmerican Institute of Architects, Arts Quarter Lofts, Minneapolis, MN Minneapolis ChapterCALA Mentor Program Lake Calhoun City Apartments, Minneapolis, MNMinnesota Multi-Housing Association LOOP Condominiums, Minneapolis, MN Carleton Place Lofts, St. Paul, MN Central West End City Apartments, St. Louis, MO Croix Valley Townhomes, Hudson, WI Currie Park Development, Minneapolis, MN Eitel Building City Apartments, Minneapolis, MN France Avenue Square, Bloomington, MN Gateway Village Multi-Family Housing, St. Paul, MN Greenleaf Lofts, Minneapolis, MN Heritage Landing Apartments and Townhomes, Minneapolis, MN Highland Heights Condominiums, St. Paul, MN Hotel Kaddatz Lofts, Artist Housing, ArtSpace, Fergus Falls, MN Huntington Place Apartments, Brooklyn Center, MN Kingsmill Village Apartments, Faribault, MN The Landings at Silver Lake Village, St. Anthony, MN Loring Park Condo Tower, Minneapolis, MN Loring Park Apartments, Minneapolis, MN Louisiana Oaks Apartments, St. Louis Park, MN Main Street Village Housing, New Brighton, MN Northfield Lofts, Artspace, Northfield, MN Park Crest Condominiums, Burnsville, MN River Park Townhomes, Anoka, MN Rond Point, Hamel, MN Selby Grotto Village Apartments, St. Paul, MN Silver Lake Commons Townhomes, Moundsview, MN Silver Lake Village Apartments, St. Anthony Village, MN Smith Tower (The Mark Residence Tower), St. Paul, MN University and Dale Apartments, St. Paul, MN Western Row Development, St. Paul, MN
54. Team Resumes John W. Gould, AIA BKV Group: Partner John, with twenty-five years of experience, takes primary leadership for BKV Group’s Designs for Aging Team. He possesses a broad base in the planning and design of complex projects. He combines research based ideologies, aptitude for design and strong organizational skills to successfully work with clients to analyze needs and respond with creative and timely solutions.Education Partial Relevant ExperienceUniversity of Arizona Lake Calhoun City Apartment, Minneapolis, MN Bachelor of Architecture LOOP Condominiums, Minneapolis, MNHarvard University Graduate Program School of Design Loring Apartments, Minneapolis, MN Elderly Housing: Planning for the Loring Park Tower, Minneapolis, MN Next Generation Pratt Development White Bear Works, White Bear, MN Assisted Living Institute: Alzheimer’s Dementia Care in Presbyterian Homes Burnsville, Burnsville, MN Assisted Living: Assisted Living Venstar Apartments, Apple Valley, MN Course for Developers Crestwood Creek Senior Community, Woodbury, MNRegistration Heartwood Senior Campus, Crosby, MNProfessional Architect MN #18643 Dakota County CDA Senior Housing, South St. Paul, MN Burnsville Marketplace, Burnsville, MN*Professional AffiliationsAmerican Institute of Architects, Rosedale Marketplace, Roseville, MN* Minneapolis Chapter Benedictine Sisters Residence, St. Joseph, MNAIA Committee on Architecture Cloverleaf Courts, Blaine, MN* for Health Georgetown Place, Bloomington, MN*Americana Association of Homes and Services for the Aging Lakeshore Lutheran Campus, Duluth, MN* Gretchen Camp, AIA, NCARB, LEED AP BKV Group: Associate/LEED Coordinator As BKV Group’s LEED coordinator, Gretchen interfaces with the full range of team members including clients, architects, engineers, contractors, cost estimators and facility managers. She organizes LEED training opportunities and resources for BKV staff and coordinates, schedules, and manages the LEED documentation process for multiple projects. Partial Project ExperienceEducation 301 Clifton Avenue Condominiums, Minneapolis, MNUniversity of Wisconsin - Milwaukee Bachelor of Science, Architecture Lutheran Social Service, Center for Changing Lives, Minneapolis MN (LEED Silver)University of Minnesota Eitel Building City Apartments, Minneapolis, MN Master of Architecture Karamu West Retail Center, Minneapolis, MNRegistration Lake Calhoun City Apartments, Minneapolis, MNMinnesota Registered Architect, #46433 LOOP Condominiums, Minneapolis, MNNCARB, Certificate #66057 MoZaic Mixed-Use Development, Minneapolis, MN (LEED Registered)LEED Accredited Professional The Murals of Lyn-Lake, Mixed-Use Redevelopment, Minneapolis, MN Blue Apartments, Minneapolis, MN (LEED Certified)Professional AffiliationsAmerican Institute of Architects (AIA) Florence Court Redevelopment, Minneapolis, MNU.S. Green Building Council - Minnesota Mill District City Apartments, Minneapolis, MN (National Green Building Standard)Chapter West End Apartments, St. Louis Park, MN The Penfield Development, Saint Paul, MN (LEED Registered) * Project experience while with another firm
55. ReferencesBKV Group References:Johnson BrothersContact: Mr. Bradley Johnson2341 University Avenue WestSt. Paul, MN firstname.lastname@example.orgDominium Development & Acquisition,LLCContact: Mr. Mark Moorhouse2355 Polaris Lane North, Suite 100Plymouth, MN email@example.comGreco Development, LLCContact: Mr. Arnie Gregory129 North 2nd Street, Suite 100Minneapolis, MN firstname.lastname@example.orgAlatus, LLCContact: Mr. Robert Lux800 Nicollet Mall, Suite 2850Minneapolis, MN email@example.comVillage Green CompaniesContact: Mr. Jonathan Holtzman30855 Northwestern Highway, Suite 300Farmington Hills, MI firstname.lastname@example.orgThe Wall CompaniesContact: Mr. John Wall811 LaSalle Avenue, Suite 102Minneapolis, MN email@example.com
56. Relevant ExperienceEitel Building City ApartmentsMinneapolis, MNThe Eitel Building City Apartments is a collection of new buildings integrated with transformed relics to reclaim park edges andreinforce neighborhood patterns while shaping courtyards and pedestrian plazas that link park to neighborhood, neighbor to resident,public to private, creating a constant dialogue between spaces inside and outside. In addition to the historic buildings restored exteriorand transformed interiors, a portion of a 1967 addition was stripped down to its concrete structure and refurbished, to become thecelebrated heart of the development.The project weaves the accumulated materials and colors of the community—brick, stone, glass,metal and vegetation—into a contemporary pattern explicit to the local context, yet fresh in its application.For the resident, the design serves up a new vision for urban lifestyle rental living with boutique hotel-style amenities. The lobby,adjacent commons spaces, and rooftop clubroom seize the opportunity to connect past to present with their collection of vibrantdesign interventions into the relic spaces while encouraging daily social gathering and participation.2009 Minneapolis Heritage Preservation Award - New Addition to an Historic Building
57. Relevant ExperienceBlueMinneapolis, MNLiving green is the dominant theme of Blue - a 393,000 sf multi-family development on the corner of Lake Street and Aldrich Avenue.Blue has played an important role in invigorating this residential and retail area.The building’s name alludes to the team’s commitmentto creating an inviting living space that preserves and protects the surrounding air and water, while also fostering a connection tonature. Inherent in the plan is an effort to create an ecologically conscious project for the individual resident as well as for the largerenvironment of the neighborhood and city through the use of sustainable materials and technologies. The project is LEED Certifiedand incorporates indoor bicycle parking, priority parking for fuel efficient vehicles, renewable and recycled building materials, integra-tion of green roof systems, passive design to respond sensitively to a particular solar orientation, natural daylight within all active liv-ing spaces, harvesting of rainwater for sediment control, high efficiency HVAC units, and low-e glass coatings.Comprised of two residential buildings ranging in height from 3 stories to 6 stories, the plan consists of a variety of dwelling unit choic-es, community and open spaces, new shops and restaurants. The apartments consist of a variety of unique dwelling types includingstreet-level walk-ups, terrace units, flats and two-story loft units and range in size from 500-1,300 sf. Units have views of the down-town skyline, the high energy Lyn-Lake neighborhood, as well as the Midtown Greenway.2007 Minneapolis/St. Paul Business Journal Best in Real Estate: Multi-Family Development/Redevelopment - Large
58. Relevant ExperienceAcme Tag RedevelopmentMinneapolis, MNThe project site is bounded by Fremont Avenue to the east, Girard Avenue to the west, and the Midtown Greenway to the south.The former Acme Tag site presents a unique opportunity to develop a housing community located at the heart of the vibrant LowryHill East neighborhood of southwest Minneapolis, just blocks away from the popular Uptown area and fronting the revitalized corridor ofthe Midtown Greenway. The design offers a truly multi-modal lifestyle with easy access to recreational, commercial, and social amenities.Residents will have easy access to miles of public cycling and walking paths provided by the adjacent Midtown Greenway, Uptown andthe Chain of Lakes, and downtown Minneapolis which is only minutes away. The objective of the proposed redevelopment is tocreate a distinctive and sustainable project that builds on the energy and diversity of the local community and nearby Greenway andbecomes a vital component of the Uptown neighborhood.The plan consists of market-rate rental housing with a variety of dwellingunit choices, below grade parking, community rooms, and open spaces.
59. Relevant ExperienceMoZaic Mixed-Use DevelopmentMinneapolis, MNBKV Group is collaborating with the Ackerberg Group and Financial Freedom Development on an urban mixed-use project in theheart of the uptown Minneapolis near the intersection of Hennepin Avenue and Lake Street. The program includes a ten-storycondominium building, five-story office building, restaurant, art gallery and expanded Lagoon Theater all centered on a 19,000 sf urbanpublic plaza with three levels of below grade parking.Composed of glass and stone, the office design includes 40,000 sf of open, flexible space and has the potential to create 400 newjobs. The office building steps back away from the midtown Greenway, minimizing shadowing, offering roof gardens on various floorlevels at north and south façades. The gardens help to soften the buildings edge while establishing a dialogue between building andGreenway and offering views of uptown, downtown and surrounding lakes. The 165-unit condominium maximizes the views ofdowntown, the lakes, and the Greenway while providing the interiors with plenty of natural light.Amenities include underground parking and alternative methods of transportation, such as biking, buses and future light rail.
60. Relevant ExperienceSilver Lake Village RedevelopmentSt. Anthony, MNSilver Lake Village Redevelopment is being master-planned as a seventy acre "mixed-use development" on a redevelopment site onthe current Apache Plaza retail site in the middle of St. Anthony, a first tier suburb of Minneapolis. The project includes acquisitionof several properties adjacent to the old Apache Plaza building. All of the older existing structures would be razed to clear the wayfor the new development.The new mixed-use development would include approximately 250,000 sf of new retail, a central park area with reflecting ponds,a community amphitheater, park shelters and a wide range of housing types.The housing would include a variety of approximately350 units of market-rate and senior rental apartments, for-sale senior cooperative flats in four-story structures, for-sale flats and two-level town homes in four-story structures, side by side three level town homes, and luxury condominium flats in another four-storystructure. With the possible acquisition of additional property in the future, another upper-end single-family development could beincluded.Silver Lake Village Redevelopment received the 2004 Business Journal’s Best in Real Estate Award for Mixed-Use Development and the 2005 National Association of Industrial andOffice Parks (NAIOP) Award of Excellence in the Mixed-Use Category.
61. Joe Urban, Inc. Joe Urban, Inc. Market research consulting for and writing about the real estate development and urban planning industry. Day to day responsibilities cover a wide range of assignments, including completing market research assignments, participating in charrettes, case studies, articles, blogging, lectures and presentations.Market Research Consulting Market research assignments completed since 2006 include housing feasibility for the Central Corridor light rail line in St. Paul, the Ford Plant redevelopment in St. Paul, 29th Avenue South commercial and housing demand for the Lyn-Lake Small Area Plan in Minneapolis, the land Minneapolis, MN 55406 condemnation case for the new Twins stadium in Minneapolis and numerous affordable Phone: 612.251.4662 housing studies around the Twin Cities metro area. www.joe-urban.com Writing assignments include articles, case studies and book chapters on a variety of topics and in a range of locations, including town centers, density, new urbanism, public housing, LEED, transportation/transit/TOD, condos, senior housing, transportation/logistics and walkability in Amsterdam, Austin, Boston, Chicago, Dallas, Denver, London, Los Angeles, Milwaukee, Minneapolis, Portland, San Francisco, St. Louis, St. Paul, and elsewhere. Articles, case studies and chapters have appeared in Urban Land magazine, Planning magazine, New Urban News,The Next American City, the Minneapolis Downtown Journal, the Minneapolis Star Tribune and The Minnesota Preservationist, and several Urban Land Institute publications. Senior Market Analyst – Dahlgren, Shardlow and Uban, Inc. (DSU), August 2003 to 2006. Research and preparation of real estate market analysis. Day to day responsibilities included meeting with clients, collection of demographic data, field visits, analysis of data, presentation of findings in written reports, coordinating with in-house GIS mapping staff, preparation of marketing materials and meeting with potential clients. Research Analyst – Maxfield Research, real estate consultants, November 2000 to August 2003. Consulting projects included affordable housing, multifamily rental, multifamily for-sale, senior housing, retail, office, industrial, and transit-oriented development analysis, performed for pri- vate and public consultants. Research Specialist/Appraisal Assistant – Colliers Towle Real Estate, August 1998 to November 2000. Duties included research and preparation of appraisals and market analysis, and research/preparation of the Towle Report, the authoritative commercial real estate overview of the Twin Cities.
62. Team Resumes Sam Newberg Joe Urban: President Sam Newberg, President of Minneapolis-based Joe Urban, Inc., is a real estate consultant with 12 years of market analysis experience on a variety of property types. Prior to forming his own firm in 2006, he held the positions of Appraisal Assistant/Research Specialist at Colliers Towle (1998-2000), Research Analyst at Maxfield Research (2000-2003) and Senior Market Analyst at Dahlgren, Shardlow and Uban (2003-2006). Over his career, Sam has completed market studies for a wide range of property types, including for-sale and rental housing, senior housing, retail, office, industrial, resort, and lodging development. He also has broad experience with transit-oriented development (TOD).Education Starting in 2006 he has provided market research for the station areas around the proposedUniversity of Wisconsin, Madison Central Corridor light rail line that will run along University Avenue and connect downtown Bachelor of Arts – Geography Minneapolis with the University of Minnesota, the State Capitol and downtown St. Paul. For that project, Joe Urban, Inc. teamed with Colliers Turley Martin Tucker,Torontobased UrbanU of M, Humphrey Institute for Public Affairs Professional Development Coursework Strategies and the Planning and Economic Development (PED) department at the City of St. Paul to determine housing demand along the corridor. He has worked for a variety ofRutgers University, Online Continuing Ed public and private clients, participated in planning charettes and has presented his work to Retail Market Analysis and Pro Formas several cities. He has also participated in a planning and development roundtable for theProfessional Affiliations station area plan around the commuter rail station in Elk River.National Council of Affordable HousingMarket Analysts (NCAHMA) Additional transit-oriented development market analysis Sam has worked on prior to forming Joe Urban, Inc. include development potential around station areas for proposed bus rapid transit (BRT) along West 7th Street in St. Paul, a highest and best use study for development adjacent to Riverdale station of commuter rail line in Coon Rapids, market potential for 38th Street light rail station area, and the multimodal station area in the Minneapolis North Loop. Sam has also written several articles and case studies about transit-oriented development around the United States and in Europe, and lectured on TOD at the University of Minnesota. This combination of consulting, research and writing about TOD at the local, national and international level brings a broad perspective to his consulting work. Relevant Experience Central Corridor Market Study – development demand estimates around each of the sta- tion areas along the proposed Central Corridor light rail line in St. Paul. Client: Colliers Turley Martin Tucker, Urban Strategies, city of St. Paul PED. Lyn-Lake Small Area Plan Market Study, Minneapolis, MN Affordable Housing market studies – various clients West River Commons apartments and retail, Minneapolis Galleria Condos, Edina Lofts of Stillwater/Terra Springs, Stillwater Upper Landing condominiums, St. Paul Silver Lake Village condominiums, St. Anthony Excelsior and Grand apartments, St. Louis Park Highland Pointe senior and condominium housing, St. Paul National Market Center retail development, Blaine Orono Woods senior rental housing, Orono
63. ReferencesJoe Urban References:City of MinneapolisAmanda Arnold, AICPPrincipal City PlannerCommunity Planning & EconomicDevelopment (CPED)250 4th Street SouthRoom 110Minneapolis, MN 55415612-673-3242Amanda.Arnold@ci.minneapolis.mn.usCassidy TurleyRodger Skare, MAISenior Vice President, Principal200 South Sixth StreetSuite 1400Minneapolis, MN 55402612.347.9336Rodger.Skare@cassidyturley.comSherman Associates, Inc.Ryan SailerVice President of DevelopmentSherman Associates233 Park Avenue SouthMinneapolis, MN firstname.lastname@example.org
64. Relevant ExperienceTransit-Oriented Affordable Housing Market StudiesSt. Paul, MNJoe Urban, Inc. has completed numerous affordable housing market studies, including several in transitoriented locations, primarily forapplications to receive Low-Income Housing Tax Credits (LIHTC).A key component of affordable housing is proximity to transportation options and corresponding access to employment.Transportation options reduce dependence on the automobile, and the location of housing near transit service correspondinglyreduces the combined cost of housing and transportation for households.This has particular relevance with regard to the location ofaffordable housing.Existing and proposed affordable housing projects located in transit-oriented locations near high-frequency bus and/or rail service havea competitive advantage over competing projects because residents have a bigger selection of transportation options for employmentand shopping.The Minnesota Housing Finance Agency (MHFA) has begun to consider proximity to transit options in its criteria for awarding taxcredits to affordable housing projects.
65. Relevant ExperienceLyn-Lake Small Area Plan Mixed-Use Market StudyMinneapolis, MNTo assist the city of Minneapolis Community, Planning and Economic Development (CPED)department with its creation of a small area plan for the Lyn-Lake neighborhood, Joe Urban, Inc. completed a mixed-use market studyin 2008.Joe Uban, Inc. assessed the locational attributes and strengths of the neighborhood, provided demographic analysis and performed ahousing and commercial market demand study for the area.Key findings and recommendations are the area will continue to be an attractor for apartments and retail space in a relatively densearea. These findings were an important tool to assist the city with understanding the neighborhood as a vibrant mixed-use area andto plan for future demand for residential and commercial development.
66. Relevant ExperienceCentral Corridor Market StudySt. Paul, MNIn several phases between 2006 and 2009, Joe Urban, Inc. combined forces with the Minneapolis office of Colliers Turley Martin Tucker(now Cassidy Turley) to determine demand for development around each of the station areas along the proposed Central Corridorlight rail line in St. Paul, Minnesota.The City of St. Paul, seeking to adequately plan for the next several decades of real estate development along the corridor, hired UrbanStrategies of Toronto to create a corridor strategy and specific plans for each station area. The Joe Urban/Colliers consulting teamanalyzed in detail past development trends, and the transformative effects future rail service (scheduled to begin in 2014) andcorresponding public and streetscape improvements, and their potential impact in each area and the corridor as a whole, in order todetermine future demand for housing, retail and other commercial development.
67. Faegre & Benson With more than 500 lawyers worldwide, Faegre & Benson handles the complex and challenging transactions and litigation facing businesses today. Our lawyers collaborate with one another and with our clients to address the full range of business issues and to deliver timely, cost-effective business and legal solutions. We serve businesses throughout the United States, Europe and Asia. Established in Minneapolis, Minnesota in 1886, our firm has evolved into one of the 100 largest law firms headquartered in the United States. Our firm Legal has served clients in nearly every U.S. state, and in more than 60 countries.90 South 7th St., Suite 2200 We are recognized by independent third-parties for our expertise and excellence in client Minneapolis, MN 55402 service, technology, culture and corporate citizenship.We are ranked among the leading U.S. law firms in serving the needs of multinational clients. Phone: 612.766.7000 Fax: 612.766.1600 Faegre & Benson is a leading adviser to real estate developers, with state-of-the-art experience in development of all real estate market segments including office, retail, www.faegre.com hospitality, industrial, housing and mixed-use. We handle each component of the development process, including: • Governmental approvals, including zoning, comprehensive plan, EIS/EAW/AUAR, and liquor licensing • Design and construction contracts • Equity financing • Debt financing • Hazardous materials review and remediation • Leasing • Reciprocal easement and operation agreements (REAs) Our strength is in our multi-disciplinary team approach to development projects, with continuous attention to timelines, cost-effectiveness, and getting deals closed. Our representation of leading real estate developers keeps us current on legal, financing and market conditions. Leasing, REAs. We are staffed to handle—cost-effectively and expeditiously—leases ranging from routine small tenants to 400,000 square foot anchor tenants. We have more than 25 leasing lawyers and can expedite major project lease-up. Our experience with REAs spans more than 30 years and hundreds of agreements, giving us deep experience in how REAs respond to actual situations. Acquisition and disposition. Our combined expertise in the full range of development issues, including debt financing and equity financing, enables us to anticipate all of the issues that may become pertinent in a particular disposition or acquisition transaction.We are able to provide useful input regarding the deal structure—to avoid delays in the pre-closing process and to avoid surprises after acquisition. Our Minnesota office is ranked in the top tier in the real estate category of Chambers USA: Americas Leading Lawyers for Business (2008).
68. Team Resumes John Herman Faegre & Benson: Partner John Herman practices in the areas of real estate development and finance, legislative and government relations, and environmental and land use law. He has been one of the central figures in Minnesota real estate development and environmental policy for more than 25 years. Johns professional accomplishments have included Real Estate Development. John has Represented developers of numerous large scale housing, commercial, cultural, historic, andEducation mixed use projects.University of Wisconsin B.S. Chemistry with DistinctionUniversity of Minnesota, Law School Relevant Experience Law Degree Riverplace Mixed Use Development, Minneapolis, MN Block E Mixed Use Development, Minneapolis, MNProfessional Affiliations City Center Mixed Use Development, Minneapolis, MNMN State Bar AssociationLambda Alpha International Ivy Hotel and Residence, Minneapolis, MNU.S. District Court for the District of MN Stinson Techology Corridor, Minneapolis, MNU.S. Court of Appeals for the 8th Circuit Laurel Village, Minneapolis, MNPractices HeritageLanding/RiverStation, Minneapolis, MNConstruction Litigation Silver Lake Village, St. Anthony, MNDevelopment, Acquisition & Sales Glen Lake CovePublic-Private Partnerships & Village at St. Anthony, Minneapolis Government IncentivesEminent Domain Emerald GardenEnvironmental & Natural Resources General Mills Corporate Headquarters, Plymouth, MNGovernment Contracts and Relations Cargill Hopkins Campus, Hopkins, MNHousing and Community Development Graco Corporate Headquarters and ManufacturingLand Use and ZoningNatural Resources Litigation New French Bakery Kasota FacilityNew Energy Stinson Technology CorridorReal Estate Investment and Finance Graco Main Plant Walker Art Center The Childrens Theatre Company Minneapolis Institute of Arts MacPhail Center for Music HHH Metrodome Minneapolis Convention Center Hennepin County Regional Rail Authority Light Rail Transit Master Plan Loring Park Riverplace Laurel Village Medtronic (Fridley) Headquarters Campus University of St.Thomas Law School Block E The Walker Art Center The Childrens Theatre The Minneapolis Institute of Arts Represented developers of over 5,000 units of low and moderate income housing including tax exempt bonding (4% credit), tax increment, Section 8, low income tax credit (9% credit) and housing preservation projects
69. Team Resumes Carol Lansing Faegre & Benson: Special Counsel Carol has been a part of the real estate group in the Minneapolis office since March of 2005. Prior to Faegre & Benson, Carols experience includes over 10 years as an Assistant City Attorney for the City of Minneapolis where she advised the Citys elected officials, boards and commissions, and staff on matters related to zoning, land use planning, land subdivision, street vacation, heritage preservation regulation and a variety of other municipal legal matters.Education Since joining Faegre & Benson, Carol has represented developers, businesses and individualsUniversity of Wisconsin on a variety of land use and regulatory matters, including the following projects: B.S. Chemistry with DistinctionUniversity of Minnesota, Law School Law Degree Relevant Experience Calhoun Square Redevelopment, involving expansion and renovation of the Calhoun SquareProfessional Affiliations shopping center in Uptown with the addition of new mixed-use housing componentsMN State Bar AssociationLambda Alpha International Lake & Knox Apartments and Office Development in Uptown,U.S. District Court for the District of MN Grain elevator expansions in Minneapolis and ShakopeeU.S. Court of Appeals for the 8th Circuit MoZaic Mixed-Use Development Hiawatha Flats,PracticesLand Use and Zoning Pacific Block Redevelopment, a mixed-use Redevelopment of nonconforming gas station, convenience store and car wash facility Advise international mining corporation on expansion of Minnesota aggregate mine sites Representation of Minneapolis Downtown Council in negotiations with city for creation of business improvement special services district Assess zoning compliance and regulations relating to redevelopment of industrial, commercial and residential properties for potential purchasers Assess effect of partial takings through condemnation on zoning status of remaining property and assist owners in obtaining zoning approvals for mitigation of condemnation impacts Land use and zoning approvals for several affordable and supportive housing projects Advise property owners regarding historic preservation designations and approvals Advise on right-of-way vacation and dedication Negotiation of conservative easements Clerkships Minnesota State Court, 4th Judicial District, Hon. Ann D. Montgomery, 1992-1993 Presentations Practical Guide to Zoning and Land Use Law Minnesota Case Law Update (September, 2007) The Basics: How to Get a Housing and Community Development Transaction to Closing(April, 07) Historic Preservation in MN Regulatory Framework & Development Tax Incentives (June, 2005) Publications Assessing and Mitigating the Zoning Impacts of a Partial Taking Condemnation, Zoning and Land Use, Annual Review (2009), American Bar Association Trade Organizations Minnesota State Bar Association, Public Law Section Co-chair, Local GovernmentCommittee Lambda Alpha International Civic Associations Jungle Theater Board of Directors Pro Bono Volunteer Lawyers Network, Legal Access Point Clinic
70. Team Resumes Peter Berrie Faegre & Benson: Partner Experience Peter Berrie is a partner in Faegre & Bensons real estate group. Petes practice focuses on tax credits, particularly low-income housing tax credits and new markets tax credits, as well as real estate finance, and common interest community law.Education In the housing area, Pete has represented nonprofit and for-profit developers using 4% andUniversity of Iowa 9% tax credits, HOME funds, CDBG, Section 8 contracts, tax-exempt bonds, FHA insurance, B.A. with High Distinction GNMA mortgage-backed securities, and tax increment financing.University of Iowa, College of Law J. D. Order of the Coif, with High Representative new markets tax credit deals include representing the borrower in a Distinction $35,000,000 new markets tax credit financing of a Chicago big-box retail store; a lender that funded the leverage loan for a tribal governmental center; and using "targeted populations"Professional AffiliationsMN State Bar Association to allow using the credits for the renovation of a downtown Minneapolis dance and music performance center.PractisesDevelopment, Acquisition and Sales Besides working on development projects that require tax credits or other governmentalDistressed Real EstateHousing and Community Development subsidies, Pete has extensive experience with common interest communities, representingPublic Finance developers and lenders on condominium and planned community developments and loanPublic-Private Partnerships & Government workouts. IncentivesRetail Real Estate Prior to re-joining the Firm in 1999, Pete worked with the Minnesota Attorney Generals office where he represented the Minnesota Housing Finance Agency, and the Iron Range Resources and Rehabilitation Board, among others. Pete is a frequent lecturer at seminars on affordable housing, new market tax credits, historic tax credits, and other real estate topics. Presentations Practical Aspects of New Markets Tax Credits, Renewable Energy Tax Credits and Historic Tax Credits Minnesota CLE - Real Estate Institute (2009) Basics of New Markets Tax Credits Hennepin County Bar Association, Real Property Section Urban Redevelopment: Mixed-Use Projects Lorman Education Services (2008) Condominium and Planned Community Practice: Disclosure Statements, Assessments and Reserves, and Mixed-Use Projects- Lorman Education Services (2006) Tax Increment Finance:The Basics(with Stephanie Galey) Sponsored Seminar with LISC (2005) Urban Development in Minnesota, Creative Financing Tools:Tax Exempt Bonds Lorman (2005) Affordable Housing in Minnesota - Lorman Education Services (2005) Common Interest Communities, Representing Developers and Builders MN CLE (2004) Practical Aspects of Low-Income Housing Tax Credits, Historic Tax Credits and New Markets Tax Credits (with Jim Dinerstein) Minnesota CLE - Real Estate Institute (2004) New Economic Development Tools: New Market Tax Credits and Minnesota Job Opportunity Building Zones Minnesota CLE - Real Estate Institute (2003) Ways to Preserve Long-Term Affordability Minnesota Institute of Legal Education (2002) TIF,Tax Abatement and Other Governmental Incentives: Can "New Urbanism" Work Without Them? New Urbanism/Smart Growth, Minnesota Institute of Legal Education (2001)
71. ReferencesFaegre & Benson References:Pratt Ordway PropertiesContact: Mr. Daryl GemarChief Financial Officer3500 Willow Lake Boulevard, Suite 100Vadnais Heights, MN email@example.comArtspace Projects, Inc.Contact: Mr. Will LawChief Operating Officer250 Third Avenue North, Suite 500Minneapolis, MN firstname.lastname@example.orgHunt Associates, LLCContact: Mr. Daniel HuntPresident24 University Avenue NE, Suite 150Minneapolis, MN email@example.com
72. RLK, Incorporated For nearly two decades, RLK has built a solid reputation as an innovative, strategic, and cost- effective partner to companies and a variety of public agencies throughout the U.S. Creating extraordinary communities starts with building long-term relationships. We pride ourselves on our ability to work with a variety of clients and constituencies—solving problems and resolving complex issues creatively and collaboratively. Civil Engineering RLK Incorporated is a professional consulting firm that provides services for developers and Traffic Consulting communities throughout the Upper Midwest. Founded in 1991, RLK currently offers over 60 professional staff from offices located in Minnetonka, Hibbing, and Duluth. Our professional6110 Blue Circle Drive, Ste 100 staff includes civil engineers, traffic engineers, surveyors, planners and landscape architects. Minnetonka, MN 55343 Our services include: civil engineering; site planning; storm water management; street and Phone: 952.933.0972 utility design; wastewater and water system design; environmental permitting (EAW, AUAR); Fax: 952.933.1153 traffic engineering; transportation planning; construction observation and administration; public relations and government approvals; land development consulting; capital improve- www.rlk-kuusisto.com ment planning; landscape architecture and land surveying. RLK provides fiscally-responsible solutions to meet the needs of your project. Our experience allows us to provide clients with value-added insight for solving various infrastructure related challenges. Survey Our experienced survey team uses state-of-the-art technology, including highly efficient total stations, electronic data collectors, GPS satellite receivers, and full-featured surveying and mapping CAD workstations. Civil Engineering The RLK portfolio of civil engineering projects covers a variety of areas in the public and private sector including municipal, commercial, residential, energy, and communication. No project is too complex for our team of experts. Sustainable Design Sustainable design is a conscious design effort that reduces negative impacts on the envi- ronment by integrating land use activities into the existing landscape. A successful sustain- able site will adapt required site features such as stormwater ponds, parking area, landscap- ing, and irrigation into a harmonious and efficient design that improves the quality of the environment and the individuals utilizing the property. The use of recycled and renewable products throughout a development will ensure minimal impacts on the local and global environments.
73. Team Resumes Aaron Hemquist, PE RLK Incorporated: Senior Civil Engineer Senior Professional Engineer with 13 years of experience working in both public and pri- vate sectors of development. Mr. Hemquist has extensive experience in project manage- ment and engineering document preparation for public agency approval and construction including coordination with various governmental agencies and permitting. Mr. Hemquist provides creative and cost-effective designs for both simple and complex sites.EducationUniversity of Minnesota Project Experience Bachelor of Science, Civil Engineering Acme Tag Redevelopment, Minneapolis, MN Blue Apartments, Minneapolis, MNRegistration LSS Center for Changing Lives and Park Avenue Apartments, Minneapolis, MNCivil Engineer MN #41619 Calhoun Square Redevelopment, Minneapolis, MN Hiawatha Flats, Minneapolis, MN Lake & Knox Mixed-Use Developmetn, Minneapolis, MN Lake Calhoun City Apartments, Minneapolis Loop Condominiums, Minneapolis, MN MoZaic Mixed-Use Development, Minneapolis, MN The Penfield Development, Saint Paul, MN Vernon Swing, PE RLK Incorporated: Principal Transportation Engineer Vern has over 24 years of traffic engineering and transportation planning experience. Worked extensively in both the public and private sectors with an emphasis on conducting traffic impact studies and mitigation designs. Offers strong expertise in representing com- plex traffic considerations to public agencies. Prior to working for the private sector, gained 10 years of increasingly responsible signal design and operations experience as a SpecialEducation Projects Engineer with the Washington State Department of Transportation.University of Washington Bachelor of Science, Civil Engineering Relevant experience includes projects involving capacity analysis, access, signal and illumination design, signal operations, signing and traffic control design, and route continuity planning.RegistrationProfessional Engineer: MN, WI, IA, IL,CA, CO, FL, SD, MA, and WA Project Experience 3725 29th Avenue TDMP - at 38th Street LRT station, Minneapolis, MN Hiawatha Business Park TDMP - East 28th and Hiawatha, Minneapolis, MN Holiday Gas Station TDMP - 46th and Hiawatha, Minneapolis, MN Blue Apartments, Minneapolis, MN Calhoun Square Redevelopment, Minneapolis, MN MoZaic Mixed-Use Development, Minneapolis, MN T.H. 55 & Clydesdale Connection, Medina, MN 97th Avenue & Target Parkway East, Brooklyn Park, MN Grand Avenue (CSAH 23), Duluth MN
74. ReferencesRLK References:Paster EnterprisesKen Henk2227 University AvenueSt. Paul, MN firstname.lastname@example.orgThe Ackerberg GroupStuart Ackerberg3033 Excelsior Blvd, Suite 10Minneapolis, MN 55416(612) 924-6400Stuart@ackerberg.comCity of OakdaleBrian Bachmeier1584 Hadley Avenue NorthOakdale, MN email@example.comCity of Eden PrairieRandy Newton8080 Mitchell RoadEden Prairie, MN firstname.lastname@example.org