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10-4-01 SUMMARY OF TERMS REVENUE BONDS
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Dunbar Sr. Hsg. - Finance Doc's - Mike Gaffron File Cabinet 1
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10-4-01 SUMMARY OF TERMS REVENUE BONDS
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Last modified
8/22/2023 4:55:34 PM
Creation date
10/4/2021 12:36:26 PM
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x Address Old
House Number
2040
Street Name
Wayzata
Street Type
Boulevard
Street Direction
West
Address
2040 Wayzata Boulevard West
Document Type
Land Use
PIN
3411823210036
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Security for the Bonds <br /> (Series C): The Bonds will be secured as follows: <br /> • A second mortgage on the Project. <br /> • Payment on the Series C Bonds will be subordinate to the <br /> Series A&B. <br /> Financial Covenants/ <br /> Conditions Precedent <br /> To Closing: <br /> • Maintenance of 501(c)3 tax-exempt statues. <br /> • Executed Development Agreement with the City of <br /> Orono. <br /> • The Borrower shall maintain all excess project cash <br /> flows in an operating reserve fund until the balance <br /> equals $275,000. <br /> • Agreement to provide a rate structure which will insure a <br /> 1.10x debt service coverage for the life of the Bonds. <br /> • Other financial covenants to be negotiated between the <br /> Borrower and the Underwriter. <br /> • An MAI appraisal on the land showing a market value of <br /> a minimum of$822,000. <br /> • A repair and replacement fund requirement equal to <br /> $150 per unit per year commencing 24 months after <br /> Certificate of Occupancy. <br /> Estimated Completion Date: If construction commences November 1, 2001, units will be <br /> available October 1, 2002. <br /> Financial Forecast: A 5-year financial forecast prepared by an independent <br /> accounting firm showing 1.20x or greater debt service coverage <br /> of the Series A and B Bonds is to be provided prior to marketing <br /> of the bonds. <br /> Market Study: Maxfield Research Inc. has prepared a market analysis on the <br /> project. Maxfield believes the market rate units could reach <br /> stabilized occupancy (95%) within 6-7 months with 30% pre- <br /> leased, and the affordable units could reach stabilization within <br /> 1-2 months from opening. <br /> Tax Increment Assistance: The City of Orono shall provide a pay-as-you-go Tax Increment <br /> Note to the project in the amount of 90% of property taxes owed <br /> for 20 years. • <br /> 4 Miller Johnson Steichen Kinnard, Inc. <br />
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