HomeMy WebLinkAbout10-25-01 4. SUBORDINATE COMBO MORTG, SECURITY AGREE,FIXTURE FINANC STATE.ASSIGN OF LEASES AND RENTS /0 2s -oi y
CITY OF ORONO, MINNESOTA
SENIOR HOUSING REVENUE BONDS
(ORONO WOODS APARTMENT PROJECT)
SERIES 2001A
and
CITY OF ORONO, MINNESOTA
SENIOR HOUSING REVENUE BONDS
(ORONO WOODS APARTMENT PROJECT)
TAXABLE SERIES 2001B
and
CITY OF ORONO, MINNESOTA
SENIOR HOUSING REVENUE BONDS
(ORONO WOODS APARTMENT PROJECT)
SUBORDINATE SERIES 2001C
SUBORDINATE
COMBINATION MORTGAGE, SECURITY AGREEMENT,
FIXTURE FINANCING STATEMENT AND
ASSIGNMENT OF LEASES AND RENTS
Dated as of November 1, 2001
from
ORONO SENIOR HOUSING, LLC, as Mortgagor
to
CITY OF ORONO, MINNESOTA, as Mortgagee
SUBORDINATE
COMBINATION MORTGAGE, SECURITY AGREEMENT,
FIXTURE FINANCING STATEMENT AND
ASSIGNMENT OF LEASES AND RENTS
This SUBORDINATE COMBINATION MORTGAGE, SECURITY
AGREEMENT, FIXTURE FINANCING STATEMENT AND ASSIGNMENT OF
LEASES AND RENTS, dated as of November 1, 2001 (the "Mortgage"), is by and
between Orono Senior Housing, LLC, a Minnesota limited liability company(the
"Mortgagor") and the City of Orono, a municipal corporation and political
subdivision of the State of Minnesota(the "City" or the "Mortgagee," provided that
upon the assignment of this Mortgage to the Trustee (hereinafter defined), as
described in paragraph 11 hereof, the term"Mortgagee," as used herein, shall mean
said Trustee), with capitalized terms used but not defined herein being used with the
meanings, if any, ascribed thereto in the below defined Loan Agreement.
WHEREAS, the Mortgagor and the Mortgagee have agreed to enter
into a Loan Agreement (the "Loan Agreement") of even date herewith, pursuant to
which the Mortgagee will lend to the Mortgagor the gross proceeds of$ in
aggregate principal amount of its Senior Housing Revenue Bonds (Orono Woods
Apartment Project), Series 2001A (the "Series 2001A Bonds") and the gross proceeds
of$ in aggregate principal amount of its Senior Housing Revenue Bonds
(Orono Woods Apartment Project), Taxable Series 2001B (the "Series 2001B Bonds",
and together with the Series 2001A Bonds, the "Senior Bonds"), and the gross
proceeds of$ in aggregate principal amount of its Senior Housing Revenue
Bonds (Orono Woods Apartment Project), Subordinate Series 2001C (the
"Subordinate Bonds"), to be issued pursuant to Minnesota Statutes, Chapter 462C (the
"Act"). As described below, this Mortgage does not secure repayment of the Senior
Bonds; consequently, the term "Bonds" when used herein refers solely to the
Subordinate Bonds; and
WHEREAS, the Mortgagor and the Onono Housing and
Redevelopment Authority(the "HRA") have entered into a Ground Lease of even date
herewith(the "Ground Lease"), pursuant to which the HRA has granted to the
Mortgagor a leasehold interest in the Land(as defined herein); and
WHEREAS, the Mortgagee and U.S. Bank Trust National Association,
a national banking association with trust powers in Minneapolis, Minnesota(the
"Trustee"), have agreed to enter into an Indenture of Trust of even date herewith (the
"Indenture"), pursuant to which the Mortgagee will assign to the Trustee, as security
for the owners of the Bonds, the Loan Repayments and all other rights and interests of
the Mortgagee in the Loan Agreement(except for the rights of the Mortgagee
thereunder relating to expenses, indemnity and advances of the Mortgagee); and
WHEREAS, the Trustee is authorized by the Indenture to receive as
part of the Trust Estate any and all other property conveyed, mortgaged, assigned or
transferred, or in which a security interest is granted, by(among others)the
Mortgagor, and to hold and apply the Trust Estate pursuant to the provisions of the
Indenture; and
WHEREAS, the Mortgagee will assign its interest in this Mortgage to
the Trustee as further security for the Bonds; and
WHEREAS, the Mortgagor has agreed to mortgage and grant a security
interest in the Mortgaged Property, as defined herein and further described in Exhibit
A hereto, to secure the obligations of the Mortgagor under the Loan Agreement,
including its obligation to make Loan Repayments and other payments at times and in
amounts sufficient to pay when due the principal of, premium(if any) on and interest
on the Bonds; and
WHEREAS, as further security for the obligations of the Mortgagor
under the Loan Agreement, the Mortgagor and the Mortgagee desire that Mortgagor
assign to Assignee all of the right, title, and interest of Mortgagor in, to, and under
any and all leases and agreements for the use or occupancy of the Mortgaged
Property, or any part thereof, whether now or hereafter existing, and Mortgagor
desires and intends by this instrument to assign to Mortgagee all of the right, title, and
interest of Mortgagor in, to, and under any and all such leases and agreements; and
WHEREAS, the Mortgagor and the Mortgagee are not securing the
Mortgagor's obligations under the Loan Agreement to pay principal, premium on, or
interest on the Senior Bonds by this Mortgage;
NOW, THEREFORE, in consideration of One Dollar ($1.00) and other
good and valuable consideration, the receipt and sufficiency of which is hereby
acknowledged; in consideration of the purchase and acceptance of the Bonds by the
persons who, from time to time, may become the owners thereof; and to secure the
due and punctual payment of any and all liabilities of the Mortgagor under the Loan
Agreement, including(without limitation) Loan Repayments and other payments in
amounts and at times sufficient to pay the principal of, premium(if any) on and
interest on the Bonds and the payment of all expenses and advances of the Mortgagee
and the Trustee under the Loan Agreement, the Indenture and this Mortgage, the
Mortgagor does hereby grant, bargain, sell, convey, and warrant and assign to the
Mortgagee, its permitted successors and assigns a lien on and security interest in, and
does hereby mortgage and pledge unto the Mortgagee, its successors and assigns,
forever, with power of sale, the following:
I
All of its right, title and leasehold interest in and to the tracts, parcels
and interests in land described in Exhibit A hereto (the "Land") and the buildings,
structures and other improvements now standing or at any time hereafter constructed
or placed upon the Land (the "Buildings"), including but not limited to (i) all building
materials and supplies now or hereafter located on the Land and suitable or intended
to be incorporated in any building, structure, or other improvement located or to be
erected on the Land, (ii) all heating, plumbing and lighting apparatus, motors, engines,
electrical equipment, incinerator apparatus, air conditioning equipment, water and gas
apparatus, pipes, faucets, and all building service equipment which are now or may
hereafter be placed or used upon the Land or in any building or improvement now or
hereafter located thereon, whether or not attached or affixed to the Land, (iii) all
additions, accessions, increases, parts, fittings, accessories, replacements,
substitutions, betterments, repairs and proceeds to and of any and all of the foregoing,
and (iv) all hereditaments, easements, appurtenances, estates, and other rights and
interests now or hereafter belonging to or in any way pertaining to the Land or to any
building or improvement now or hereafter located thereon.
II
All furnishings, furniture, equipment and all other tangible personal
property of any nature whatever now or hereafter located in the Buildings or
elsewhere on the Land(the "Equipment"), including all additions, accessions,
increases, parts, fittings, accessories, replacements, substitutions, betterments, repairs
and proceeds to and of any and all such property, excluding any items released or
disposed of in accordance with the Loan Agreement, whether or not attached or
affixed to the Land.
III
All leases, rents, issues, condemnation awards, insurance proceeds, and
similar revenues and income arising from the ownership of or leasehold interest in the
Land, the Buildings and the Equipment and all proceeds and products thereof, and
including specifically all deposits received or to be received from residents or
prospective residents of the Buildings (herein collectively called "Revenues and
Income").
To Have and To Hold the Land, the Buildings and the Equipment
(collectively, the "Mortgaged Property"), and the Revenues and Income thereof,
together with all privileges, hereditaments and appurtenances thereunto now or
hereafter belonging, or in anywise appertaining, and the proceeds thereof, unto the
Mortgagee, its successors and assigns forever,
In Trust Nevertheless, upon the terms and trust as part of the Trust
Estate set forth in the Indenture, for the equal and proportionate benefit, security and
protection of all owners of the Bonds, without preference, priority or distinction as to
lien or otherwise of any of the Bonds over any of the others,
Provided, nevertheless, that these presents are upon the express
condition that if the Mortgagor shall pay or cause to be paid the principal of, premium
(if any) on and interest on the Bonds, and if the Mortgagor shall pay all Additional
Payments owing under Section 4.03 of the Loan Agreement, and if the Mortgagor
shall pay all rebates owing to the United States in respect of the Bonds, under Section
148 of the Internal Revenue Code of 1986, as amended, (the "Code") and if the
Mortgagor shall strictly observe and perform all of the terms, covenants and
conditions contained in the Loan Agreement, the Indenture and this Mortgage,
including without limitation payment of all amounts which may be owing to the City
or the Trustee thereunder, then this Mortgage and the estate, right and interest of the
Mortgagee in and to the Mortgaged Property, and the Revenues and Income thereof,
shall cease and be and become void and of no force and effect, and shall be satisfied at
the Mortgagor's expense, otherwise to remain in full force and effect,
Provided, further, that this Mortgage is expressly subordinate in all
respects to the Combination Mortgage, Security Agreement, Fixture Financing
Statement and Assignment of Leases and Rents, dated as of November 1, 2001,
between the Mortgagor and the Mortgagee, filed in the Office of the Hennepin County
Registrar of titles on November , 2001, as Document No. (the
"Senior Mortgage").
The Mortgagor and the Mortgagee further agree as follows:
1. Definitions. Terms used in this Mortgage not otherwise defined in
this Mortgage, but defined in the Loan Agreement or the Indenture, shall have the
same meaning as in the Loan Agreement or the Indenture unless the context clearly
indicates a contrary meaning.
2. Amount and Maturity of Bonds; Loan Repayments. The parties
represent and agree as follows:
(a) The Bonds shall be in the aggregate principal amounts set forth
in the Loan Agreement and shall mature (subject to mandatory sinking fund
redemptions as provided in the Indenture) on November 1 of the years and in
the amounts, and bear interest at the rates, as set forth in the Indenture.
(b) Loan Repayments are required to be made monthly by the
Mortgagor in order to pay principal of premium(if any) and interest on the
Bonds when and as the same shall become due, or when required to be
redeemed as more fully provided in the Loan Agreement and Indenture.
3. Additional Payments. Under the Indenture and the Loan
Agreement, the Mortgagor will be obligated, in addition to Loan Repayments, to pay
the reasonable fees and expenses of the Trustee and any paying agent of the Bonds,
expenses of the City, expenses of the Mortgagee and any advances by the Mortgagee
or the Trustee to meet obligations of the Mortgagor for(among other things)taxes,
special assessments, utility charges, insurance premiums, and liens in connection with
the Mortgaged Property and also to provide indemnity to the Mortgagee, all as more
fully provided in the Loan Agreement, which obligations are additional indebtedness
intended to be secured by this Mortgage. In addition, the Mortgagor is required to pay
all rebates owing to the United States in respect of the Bonds under Section 148 of the
Code.
4. Release of Property. Property included in the Mortgaged Property
may be released from the lien of this Mortgage as provided in the Loan Agreement
and the Indenture.
5. Warranty of Title; Permitted Encumbrances. The Mortgagor does
hereby covenant, represent and warrant that it is the lawful owner of and has good
right and lawful authority to grant, bargain, sell, convey, warrant, mortgage, assign
and pledge the Mortgaged Property and Revenues and Income thereof as provided
herein; that the Mortgagor is and will continue to be well and truly seized of good and
marketable title to the Mortgaged Property; that the Mortgaged Property and
Revenues and Income thereof are free and clear of all mortgages, liens, pledges,
charges and encumbrances, excepting only Permitted Encumbrances; and that the
Mortgagor does warrant and will defend the title to the Mortgaged Property and
Revenues and Income thereof against all claims and demands whatsoever not
specifically excepted herein. "Permitted Encumbrances" shall mean Permitted
Encumbrances as defined in the Loan Agreement and Indenture, including those
encumbrances identified in Exhibit B hereto.
6. Events of Default; Remedies. If any Event of Default as defined in
the Loan Agreement shall occur and be continuing, or if any Event of Default as
defined in the Indenture shall occur and be continuing, the Mortgagee shall have
authority(i)to accelerate the Loan Repayments and to declare the Bonds immediately
due and payable as provided in the Loan Agreement and Indenture, and(ii) to pursue
one or more of the remedies provided for in the Loan Agreement and Indenture
respectively, and in lieu thereof or addition thereto, one or more of the following
remedies and provisions for foreclosure or enforcement of this Mortgage:
(a) The Mortgagee may proceed to protect and enforce its rights by a
suit or suits in equity or at law, either for the specific performance of any
covenant or agreement contained herein or in aid of the execution of any
power herein granted, or for the foreclosure of this Mortgage, or for the
enforcement of any other appropriate legal or equitable remedy.
(b) The Mortgagee shall have and may exercise with respect to all
personal property and fixtures which are part of the Mortgaged Property all the
rights and remedies accorded upon default to a secured party under the
Uniform Commercial Code, as in effect in the State of Minnesota. If notice to
the Mortgagor of intended disposition of such property is required by law in a
particular instance, such notice shall be deemed commercially reasonable if
given(in the manner specified in the Loan Agreement and Indenture) at least
10 calendar days prior to the date of intended disposition.
(c) The Mortgagee shall be entitled, without notice, except that which
is required by law, and without any showing of waste of the Mortgaged
Property, inadequacy of the Mortgaged Property as security, or insolvency of
the Mortgagor, to the appointment of a receiver of the rents and profits of the
Mortgaged Property including those past due, as permitted by Minnesota
Statutes, Section 576.01. The Mortgagee or any receiver shall be entitled to
receive and dispose of the Revenues and Income of the Mortgaged Property
(provided that Sections 5.10 and 5.11 of the Loan Agreement will govern the
disposition of condemnation awards or insurance relating to condemnation,
damage or destruction of the Land, Buildings, and Equipment upon any such
Event of Default) and to sue for and recover any account or other item of
Revenues and Income from the Mortgagor or any account debtor or other third
person. Subject to any order of a court appointing a receiver or otherwise
having jurisdiction of the Trust Estate, the Mortgagee in its discretion may
apply the Revenues and Income received by it as provided in Minnesota
Statutes, Section 576.01, subdivision 2, as follows: (i)to the application of
tenant security deposits as required by Minnesota Statutes, Section 504.20, (ii)
to the payment when due of prior or current real estate taxes or special
assessments with respect to the mortgaged premises, or the periodic escrow for
the payment of the taxes or special assessments, (iii)to the payment when due
of premiums for insurance of the types required by the Loan Agreement or this
Mortgage, or the periodic escrow for the payment of the premiums, (iv) to the
just and reasonable compensation of the Mortgagee for its own services and for
the services of counsel, agents and employees by it properly engaged and
employed, (v)to the reimbursement of advances made by the Mortgagee
pursuant to the provisions of the Loan Agreement or this Mortgage, (vi) to the
payment of the indebtedness secured hereby, (vii) to the expenses of operating
the Mortgaged Property and conducting the business thereof, and (viii)to the
repair, maintenance, renewal, replacement or alteration of the Mortgaged
Property.
(d) The Mortgagee may(and is hereby authorized and empowered to)
foreclose this Mortgage by action or advertisement, pursuant to the statutes of
the State of Minnesota in such case made and provided, power being expressly
granted to sell the Mortgaged Property at public auction and convey the same
to the purchaser in fee simple and to apply the proceeds arising from such sale,
first, as provided in the Indenture, to the payment of the indebtedness secured
thereby and hereby, including all reasonable expenses, liabilities and advances
of the Trustee and the Bonds and interest thereon and Loan Repayments
relating thereto, and all legal costs and charges of such foreclosure, which
costs, charges and fees the Mortgagor agrees to pay, and, second, to the
payment of any obligations of the Mortgagor to the Mortgagee under the Loan
Agreement, and, third, to return any surplus to the Mortgagor or such other
person as may be entitled thereto. Such sale shall be made at public auction
and at such place or places and at such time or times and upon such notice as
the Trustee may be advised by counsel to be consistent with the laws
applicable thereto, and upon such terms as the Trustee or the public officer
conducting such sale may fix. Any such sale made pursuant to judicial
proceedings or advertisement shall be made either as an entirety or in such
parcels as may be directed by the court or as the Trustee in its sole discretion
may determine. The Mortgagor, for itself and all persons and corporations
hereafter claiming through or under it, does hereby expressly waive and release
all right to have the properties and rights comprised in the Trust Estate
marshaled upon any foreclosure or other enforcement hereof The Mortgagee
or public officer conducting such sale from time to time may adjourn any such
sale to be made by it by announcement at the time and place appointed for such
sale or for such adjourned sale or sales, and without further notice or
publication it may make such sale at the time to which the same shall be so
adjourned, but in the event of such adjournment or adjournments, sale shall be
made within any limitation of time or number of adjournments prescribed by
law and, in any event, within six months from the date of sale fixed in the
advertisement or court order, unless notice of sale on some later date shall be
given again in the manner provided by law.
(e) Upon any foreclosure sale, the owners of any Bonds outstanding, or
the Mortgagee, may bid for and purchase the Trust Estate or any part thereof
and upon compliance with the terms of sale may hold, retain and possess and
dispose of such property in his, her, its or their own absolute right without
further accountability, and any purchaser at any such sale may, in paying the
purchase money, turn in any of such Bonds or claims for interest outstanding
hereunder in lieu of cash to the amount which shall, upon distribution of the
net proceeds of such sale, be payable thereon.
(f) Upon the completion of any sale or sales made under or by virtue of
this Mortgage and the Indenture, the Mortgagee shall execute and deliver, or
cause to be executed and delivered, to the accepted purchaser or purchasers the
property sold with good and sufficient transfers, assigning and transferring all
its right, title and interest in and to the properties sold. The Mortgagee and its
successor or successors are hereby appointed the true and lawful attorney or
attorneys irrevocable of the Mortgagor in its name and stead or in the name of
the Mortgagee to make all necessary assignments, transfers and deliveries of
the property thus sold, and for that purpose, the Mortgagee and its successors
may execute all necessary instruments of assignment and transfer, and may
substitute one or more persons with like power, the Mortgagor hereby ratifying
and confirming all that said attorney or attorneys or such substitute or
substitutes shall lawfully do by virtue hereof. Nevertheless, the Mortgagor, if
so requested in writing by the Mortgagee, shall ratify and confirm any such
sale or sales by executing and delivering to the Mortgagee or to such purchaser
or purchasers all such instruments as may be advisable, in the judgment of the
Mortgagee, for the purpose and as may be designated in such request.
(g) Upon any sale made under the power of sale hereby granted or
under judgment or decree in any judicial proceedings for the foreclosure or
otherwise for the enforcement of this Mortgage or the Indenture, the receipt of
the Mortgagee or the officer making such sale shall be a sufficient discharge to
the purchaser or purchasers at any sale for his, her, its or their purchase money,
and such purchaser or purchasers, his, her, its or their assigns or personal
representatives shall not, after paying such purchase money and receiving such
receipt of the Mortgagee or of such officer therefor, be obliged to see to the
application of such purchase money, or be in anywise answerable for any loss,
misapplication, or nonapplication thereof.
(h) The Mortgagor does hereby expressly consent to sale of the
Mortgaged Property by advertisement pursuant to Minnesota Statutes, Chapter
580, which provides for sale after service of notice thereof upon the occupant
of the Mortgaged Property and publication of said notice for six weeks in the
county in which the Mortgaged Property is located, notwithstanding that
service might not be made upon the Mortgagor personally, and that no hearing
of any type is required in connection with the sale. Except as required by the
aforesaid statutory provision, the Mortgagor hereby expressly waives any and
all rights to notice of sale of the Mortgaged Property and any and all rights to a
hearing of any type in connection with the sale of the Mortgaged Property.
(i) In case of any Event of Default as aforesaid, to the extent that such
rights may then lawfully be waived, neither the Mortgagor nor anyone
claiming through or under it shall or will set up, claim, or seek to take
advantage of any appraisement, valuation, stay, extension or redemption laws
now or hereafter in force in any locality where any of the Mortgaged Property
may be situated, in order to prevent or hinder the enforcement or foreclosure of
this Mortgage or the Indenture, or the absolute sale of the Mortgaged Property,
or the final and absolute putting into possession thereof, immediately after
such sale, of the purchaser or purchasers thereat, but the Mortgagor, for itself
and all who may claim through or under it, hereby waives, to the extent that it
lawfully may do so, the benefit of all such laws and all right of appraisement
and redemption to which it may be entitled under the laws of the State in
which it is situated.
(j) Any sale made under the power of sale granted hereby or under
judgment or decree in any judicial proceedings for foreclosure or otherwise for
the enforcement of this Mortgage or the Indenture shall, if and to the extent
then permitted by law, operate to divest all right, title, interest, claims and
demand whatsoever, either at law or in equity, of the Mortgagor of, in and to
the property so sold, and be a perpetual bar both at law and in equity against
the Mortgagor and against any and all persons, firms or corporations claiming
or who may claim the property sold, or any part thereof, from, through or
under the Mortgagor.
7. Possession of Mortgagor. Unless a Default on the part of the
Mortgagor shall exist under the Loan Agreement or an Event of Default shall exist
under the Loan Agreement or the Indenture, the Mortgagor shall be entitled to the
possession and disposition of the Mortgaged Property and the Revenues and Income
thereof subject, however, to the rights of the Trustee to the possession and disposition
of the funds and accounts provided for in the Loan Agreement and the Indenture.
8. Further Assurances. As provided in the Loan Agreement, the
Mortgagor shall execute, deliver, file and record at its expense such supplements to
this Mortgage, financing statements or other documents as may be required in the
opinion of counsel, including(without limitation) any supplement to this Mortgage to
particularly describe any properties which have been or are intended to become
subject to the lien hereof.
9. Amendments. This Mortgage may be amended only as provided in
the Loan Agreement and Indenture.
10. Loan Agreement and Indenture Control. Any provision in this
Mortgage which is inconsistent with the Loan Agreement or the Indenture or any
provision thereof shall be interpreted as if such provision were not contained herein
and as if the provisions of the Loan Agreement and the Indenture had been fully
incorporated herein. In all cases of inconsistency, and in case of any amendment to or
supplement to the Loan Agreement or the Indenture, entered into in accordance with
the provisions thereof, the provisions of the Loan Agreement(as amended and
supplemented) and the Indenture (as amended and supplemented) shall control.
Reference is hereby made to copies of the Loan Agreement and the Indenture to be
placed on file at the offices of the Mortgagor and the Trustee.
11. Assignment of Mortgage to Trustee; No Recourse to City.
Pursuant to that certain Assignment of Mortgage, dated as of November 1, 2001 (the
"Mortgage Assignment"), the City has assigned all of its right, title and interest in and
obligation under this Mortgage to the Trustee, and said Mortgage Assignment is and
shall be without recourse to the City, and the Trustee, and not the City, shall then be
responsible to discharge any and all obligations as Mortgagee hereunder. It is further
understood and agreed that no covenant, provision or agreement contained in this
Mortgage or in the Mortgage Assignment, and that no obligation herein or therein
otherwise imposed upon the City or respecting the breach thereof, shall give rise to a
pecuniary liability of the City or a charge against its general credit or taxing powers
nor shall the City be responsible to discharge any of such obligations upon the failure
of the Trustee, as assignee of the City under the Mortgage Assignment, to do so. The
Mortgagor hereby consents to the Mortgage Assignment.
12. Fixture Filing. From the date of its recording, this Mortgage shall
be effective as a financing statement filed as a fixture filing with respect to all goods
constituting part of the Mortgaged Property which are or are to become fixtures
related to the real estate described herein. For this purpose, the following information
is set forth:
(a) Mortgagor hereby authorizes Mortgagee to file financing and
continuation statements with respect to the Mortgaged Property without the signature
of Mortgagor whenever lawful, and Mortgagor irrevocably constitutes and appoints
each of Mortgagee, and each of the officers of Mortgagee, as Mortgagor's attorney-in-
fact coupled with an interest for such purpose; and Mortgagor agrees to execute such
financing and continuation statements as Mortgagee may reasonably request.
(b) Mortgagor hereby represents and warrants that no financing
statement(other than financing statements showing Mortgagee as the sole secured
party, or with respect to liens or encumbrances, if any, expressly permitted by this
Mortgage covering any of the mortgaged property or any proceeds thereof) is on file
in any public office except pursuant hereto; and Mortgagor will at its own cost and
expense, upon demand, furnish to Mortgagee such further information and will
execute and deliver to mortgagee such financing statements and other documents in
form reasonably satisfactory to mortgagee and will do all such acts as Mortgagee may
at any time or from time to time reasonably request or as may be necessary or
reasonably appropriate to establish and maintain a perfected security interest in the
Mortgaged Property as security for the Borrower's obligations secured by this
Mortgage, subject to no other liens or encumbrances, other than liens or
encumbrances benefiting Mortgagee and no other party and to liens and
encumbrances (if any) expressly permitted by this Mortgage; and Mortgagor will pay
the actual expense of filing or recording such financing statements or other
documents, and this instrument, in all public offices wherever filing or recording is
reasonably deemed by Mortgagee to be desirable.
For this purpose, the following information is set forth:
(a) Name and Address of Debtor:
Orono Senior Housing, LLC
c/o Wedum Foundation
3191 Shorewood Drive
Arden Hills, MN 55112
I.D. No. 41-
Minnesota Organization ID No.
(b) Name and Address of Secured Party:
U.S. Bank Trust National Association
180 East Fifth Street, 2nd Floor
St. Paul, MN 55101
Attention: Corporate Trust Department
(c) This document covers goods which are or are to become
fixtures.
13. Assignment of Leases and Rents. The Mortgagor does hereby
grant, transfer and assign to the Mortgagee (the "Assignment") all of the right, title
and interest of the Mortgagor in and to (i) any and all present or future leases or
tenancies, whether written or oral, covering or affecting any or all of the Mortgaged
Property(all of which, together with any and all extensions, modifications and
renewals thereof, are hereinafter collectively referred to as the "Leases" and each of
which is referred to as a"Lease"), and(ii) all rents, profits and other income or
payments of any kind due or payable or to become due or payable to or by the
Mortgagor as the result of any use, possession or occupancy of all or any portion of
the Mortgaged Property or as the result of the use of or lease of any personal property
constituting a part of the Mortgaged Property(all of which are hereinafter collectively
referred to as "Rents"), but not including any general revenues, income or accounts
receivable of the Mortgagor, and whether the Rents accrue before or after foreclosure
of the Mortgage or during the periods of redemption thereof, all for the purpose of
securing:
(a) All indebtedness under the Loan Agreement and all other sums
secured by this Mortgage and Assignment pertaining to the Bonds; and
(b) Performance and discharge of each and every obligation,
covenant and agreement of the Mortgagor contained herein and in the Loan
Agreement.
THE PROVISIONS OF THIS SECTION 13 REGARDING ASSIGNMENT
OF RENTS SHALL NOT TAKE EFFECT WHILE THE SENIOR BONDS
ARE OUTSTANDING, BUT SHALL TAKE EFFECT IMMEDIATELY
UPON FULL PAYMENT OF THE SENIOR BONDS.
14. Covenant. The Mortgagor warrants and covenants that it is and
will remain the absolute owner of the Rents and Leases free and clear of all liens and
encumbrances other than the lien granted herein and Permitted Encumbrances; that it
has not heretofore assigned or otherwise encumbered its interest in any of the Rents or
Leases to any person other than as set forth in the Permitted Encumbrances; that it has
the right under applicable law, under the Leases, and otherwise to execute and deliver
this Assignment and keep and perform all of its obligations hereunder; that it will
warrant and defend the Leases and Rents against all adverse claims, whether now
existing or hereafter arising.
15. Performance of Leases. The Mortgagor will faithfully abide by,
perform and discharge each and every obligation, covenant and agreement which it is
now or hereafter becomes liable to observe or perform under any present or future
Lease, and, at its sole cost and expense, enforce or secure the performance of each and
every obligation, covenant, condition and agreement to be performed by the tenant
under each and every Lease, subject to such waivers or extensions of time as may be
granted by Mortgagor, provided that Mortgagee shall have the right, at any time, to
rescind any such waiver or extension of time. The Mortgagor will observe and
comply with all provisions of law applicable to the operation and ownership of the
Mortgaged Property. The Mortgagor will at its sole cost and expense, appear in and
defend any action or proceeding arising under, growing out of or in any manner
connected with any Lease or the obligations, duties or liabilities of the Mortgagor or
any tenant thereunder.
16. Collection of Rents. Unless permitted by the Mortgagee, the
Mortgagor will not collect or accept any Rents for the use or occupancy of the
Mortgaged Property for more than one month in advance. Security deposits shall not
be deemed Rents for purposes of this paragraph.
17. Protecting the Security of This Assignment. Should the.Mortgagor
fail to perform or observe any covenant or agreement contained in this Assignment,
then the Mortgagee, but without obligation to do so and without releasing the
Mortgagor from any obligation hereunder, may make or do the same in such manner
and to such extent as the Mortgagee may deem appropriate to protect the security
hereof, including, specifically, without limiting its general powers, the right to appear
in and defend any action or proceeding purporting to affect the security hereof or the
rights or powers of the Mortgagee, and also the right to perform and discharge each
and every obligation, covenant and agreement of the Mortgagor contained in the
Leases and in exercising any such powers to pay necessary cots and expenses, employ
counsel and pay reasonable attorneys' fees. The Mortgagor will pay immediately upon
demand all sums expended by the Mortgagee under the authority of this Assignment,
together with interest thereon, and the same shall be added to said indebtedness and
shall be secured hereby.
18. Present Assignment. This Assignment shall constitute a perfected,
absolute and present assignment, provided that the Mortgagor shall have the right to
collect, but not prior to accrual (except as permitted by paragraph 16 above), all of the
Rents, and to retain, use and enjoy the same unless and until an Event of Default shall
occur under the Loan Agreement or the Mortgage or the Mortgagor shall have
breached any warranty or covenant in this Assignment. Any Rents which accrue prior
to an Event of Default under the Loan Agreement or this Mortgage but are paid
thereafter shall be paid to the Mortgagee.
19. Hazardous Waste. The Mortgagor represents and warrants to
Mortgagee that, to the best of the Mortgagor's actual knowledge and subject to any
matters disclosed by any environmental report delivered to Mortgagee by the
Mortgagor, there is not presently located anywhere in, on or under the Mortgaged
Property any asbestos, urea-formaldehyde foamed-in-place insulation or
polychlorinated biphenyls ("PCB's") or any other hazardous substance, hazardous
waste, hazardous facility, pollutant or contaminant(including petroleum products), all
as defined in any applicable state, local or federal statute, ordinance, code or
regulation(collectively, "Hazardous Substances"), and Mortgagee, or an authorized
agent of Mortgagee, shall be permitted to enter upon the Mortgaged Property at any
time for the purpose of performing inspections, taking soil borings, or conducting any
other tests or procedures, which Mortgagee deems appropriate to determine whether
any Hazardous Substances are present on the Mortgaged Property. Any such
inspections or tests will be at the expense of the Mortgagor only if:
(a) Mortgagee has received written notice (or oral notice in case of
any emergency) from a governmental entity indicating the possibility of an
environmental concern with the Mortgaged Property; or
(b) Mortgagee otherwise has received written notice (or oral notice
in case of an emergency) indicating in its reasonable opinion, the reasonable
likelihood of there being Hazardous Substances on the Mortgaged Property.
The Mortgagor agrees that if Mortgagee determines at any time that
removal of any Hazardous Substance from the Mortgaged Property is required by
applicable governmental or regulatory authorities or pursuant to applicable laws or
regulations, Mortgagee may, in its reasonable discretion, require the removal or
containment of such Hazardous Substances at the Mortgagor's expense. The
Mortgagor hereby agrees that it will indemnify Mortgagee from and against any and
all liabilities, claims, demands, costs and expenses, including attorneys' fees, resulting
from or due to the release or threatened release of any Hazardous Substances, which
were, or are claimed or alleged to have been located on or removed from the
Mortgaged Property by any person at any time, except that the Mortgagor shall not be
liable for any releases of Hazardous Substances which occur following Mortgagee's
acquisition of the Mortgaged Property by reason of a foreclosure sale (after the period
of redemption) or a conveyance in lieu of a foreclosure sale or following a sale by the
Mortgagor which results in the release of the Mortgagor on the Loan Agreement,
provided that such Hazardous Substances release was not caused by an act or
omission of the Mortgagor prior to the date of such transfer or conveyance and
provided further that such Hazardous Substances were first placed on the Mortgaged
Property following Mortgagee's acquisition of the Mortgaged Property by reason of a
foreclosure sale (after the period of redemption) or a conveyance in lieu of a
foreclosure sale or following a sale by the Mortgagor which results in the release of
the Mortgagor on the Loan Agreement.
20. Authorization. The execution and delivery of this Mortgage by
the Mortgagor, and performance by Mortgagor of its obligations hereunder have been
duly authorized by all necessary action on the part of Mortgagor and its constituent
entities, and do not and will not violate any present regulation, order, writ, injunction
or decree of any court or governmental or quasi-governmental body, agency or other
instrumentality(collectively, "Governmental Authorities") applicable to Mortgagor
or the Mortgaged Property(collectively, "Laws"), or result in a breach of any of the
terms, conditions or provisions of, or constitute a default UNDER, or(except as
created by this Mortgage) result in the creation or imposition of any lien of any nature
whatsoever upon any of the assets of Mortgagor pursuant to the terms of, any
mortgage, deed of trust, indenture, agreement or instrument to which Mortgagor is a
party or by which it or any of its properties is bound.
21. Compliance with Laws. Mortgagor(either directly or through
its tenants), at its own sole cost and expense (or the cost and expense of its tenants),
shall promptly comply with all Laws, and all orders, rules and regulations
(collectively, "Orders") of the national and Local Boards of Fire Underwriters or any
other body or bodies exercising similar functions, foreseen or unforeseen, ordinary as
well as extraordinary, which may be applicable to the Mortgaged Property or any part
thereof, or to the use or manner of use of the Mortgaged Property or the owners,
tenants or occupants thereof, whether or not any such Laws or Orders shall necessitate
structural changes or improvements or interfere with the use or enjoyment of the
Mortgaged Property. Mortgagor shall also procure, pay for and maintain all permits,
licenses, approvals and other authorizations, necessary for the operation of its
business at the Premises and the lawful use and occupancy of the premises, or any part
thereof, in connection therewith.
22. Discharge of Liens. Mortgagor shall pay, from time to time
when the same shall become due, all claims and demands of mechanics, materialmen,
laborers and others which, if unpaid, might result in or permit the creation of a Lien
on the Mortgaged Property or any part thereof, or on the revenues, rents, royalties,
issues, income and profits arising therefrom, and in general will do or cause to be
done everything necessary so that the first lien of the Mortgage shall be fully
preserved at the sole cost and expense of Mortgagor and without expense to
Mortgagee. If any such liens are filed, Mortgagor will cause the same to be
permanently discharged of record by payment or otherwise, unless no Event of
Default has occurred and is continuing and the Mortgagor shall in good faith and at its
own expense, be contesting such lien or liens or the validity thereof by appropriate
legal proceedings which shall operate to prevent the collection thereof or other
realization thereon or the sale or forfeiture of the Mortgaged Property or any part
thereof to satisfy the same; provided that during such contest Mortgagor shall provide
an indemnity bond or other security reasonably satisfactory to Mortgagee to cover the
amount of the contested item or items and the amount of the interest and penalties
covering the period through which such proceedings may be expected to last, and in
any event assuring the discharge of Mortgagor's obligation hereunder and of any
additional charge, penalty or expense arising from or incurred as a result of such
contest; and if Mortgagor shall have posted a bond as security against payment of any
such lien, interest, penalties and other charges related thereto. Mortgagee shall be
named as an additional obligee under the bond. Except as provided above or as
expressly permitted by the Loan Agreement, Mortgagor will not directly or indirectly
create, incur or suffer to exist any lien on the Mortgaged Property or any part thereof
(including without limitation any lien securing the repayment of a loan made to
Mortgagor by any member(s), manager(s) or governor(s) of Mortgagor), whether or
not junior to the lien of this Mortgage, and such other documents as may be executed
as further security for the Bonds or in favor of Mortgagee.
23. Use of Mortgaged Property. Mortgagor will maintain, preserve
and renew from time to time such rights of way, easements, grants, privileges, licenses
and franchises as are necessary for the use and operation of the Mortgaged Property in
the manner heretofore used and operated, and will not use or operate, or permit the
use or operation of, the mortgaged Property for any other purpose (other than
incidental uses related to such primary use), initiate,join in or consent to any new
private restrictive covenant(apart from any permitted encumbrance) easement or
other public or private restrictions to the use of the Mortgaged Property, without the
prior written consent in each instance of Mortgagee, which may be withheld in its
reasonable discretion. Mortgagor shall, however, comply in all material respects with
all lawful and restrictive covenants which may at any time affect the Mortgaged
Property and with zoning ordinances and other private or public restrictions as to the
use thereof. Mortgagor will not cause or maintain any nuisance in, at or on the
Mortgaged Property. Mortgagor will pay or cause to be paid all charges for all public
and private utility services, all public or private rail and highway services (if any), all
public or private communications services and all sprinkler systems and protective
services (if any) at any time rendered to or in connection with the Mortgaged Property
or any part thereof, will comply in all material respects or use reasonable efforts to
cause compliance with all contracts relating to any such services, and will do all other
things required for the maintenance and continuance of all such services.
24. Maintenance of Mortgaged Property. Mortgagor shall maintain
the Mortgaged Property, including all streets, sidewalks and curbs comprising same,
in good repair and condition, and will continuously(other than during periods of
repair after major casualty or substantial condemnation, with respect to the portions of
the Mortgaged Property damaged or condemned) operate the Mortgaged Property in
the manner and for the purposes heretofore used and, at its sole cost and expense, will
make or cause to be made, as and when the same shall become necessary, all
structural and non-structural, exterior and interior, ordinary or extraordinary, foreseen
and unforeseen repairs, renewals and replacements necessary to that end and upon
being apprised of any material defect in the repair or condition of the Mortgaged
Property, will repair or cure, or cause to be repaired or cured, such defect, in each case
at its own expense and with due diligence. All such repairs, renewals and
replacements shall be at lease substantially equal in quality to the original
Improvements.
25. Alterations. Mortgagor shall give Mortgagee notice of, and a
copy of any plans prepared for any alteration which is reasonably estimated to cost
$150,000 (the "Alteration Threshold") (inclusive of architectural and engineering
fees) or is structural. So long as no Event of Default shall have occurred and be
continuing hereunder, Mortgagor shall have the right at any time and from time to
time to make or cause to be made reasonable alterations of an additions to the
Mortgaged Property or any part thereof, provided that any alteration or addition (i)
shall not change the general character of the Mortgaged Property, or reduce the fair
market value thereof below its fair market value immediately before such alteration or
addition, or otherwise materially alter the overall quality of the Mortgaged Property,
(ii) shall be effected with due diligence, in a good and workmanlike manner and with
new, first-class materials and in compliance in all material respects with all
requirements of applicable Laws, (iii) shall be promptly and fully paid for, or caused
to be paid for, by Mortgagor at its sole cost and expense, and(iv) shall be made, in
case the estimated cost of such alteration or addition exceeds the Alteration
Threshold, (1) only after Mortgagee shall have consented in writing thereto prior to
the commencement of such work and in all material respects in accordance with plans
and specifications reasonably satisfactory to Mortgagee, (2) only after Mortgagor shall
have furnished to Mortgagee a completion or performance bond, a letter of credit or
cash deposit or other security reasonably satisfactory to Mortgagee as security for the
completion of such work, and(3) if structural, only after submission of appropriate
plans to Mortgagee and written approval thereof by Mortgagee (such approval not to
be unreasonably withheld or delayed). for purposes of clause (iv) of this subsection,
the Alteration Threshold limitation shall apply to any alteration or addition taken
separately or, if such alteration or addition is made together with other alterations or
additions that constitute a single construction plan or project (whether accomplished
in successive stages or procedures), then taken in the aggregate as well. The cost of
all such alterations and additions to the Mortgaged Property shall be paid in cash or its
equivalent, so that the Mortgaged Property shall at all times be free of Liens for labor
and materials supplied or claimed to have been supplied to the Mortgaged Property.
All alterations of and additions to the Mortgaged Property shall immediately become
and shall remain a part of the Mortgaged Property, and shall be subject to the lien of
this Mortgage.
26. Waste. Mortgagor shall not commit or suffer any waste of the
Mortgaged Property or make any change in the use of the Mortgaged Property which
will in any way materially increase the risk of any fire or other hazard arising out of
the operation of the Mortgaged Property, or do or permit to be done thereon anything
that may in any way impair the security of this Mortgage.
27. General Right of Entry. Mortgagor agrees that it will permit
Mortgagee from time to time upon reasonable advance notice (not exceeding one
business day) and during regular business hours (or upon occurrence of any
emergency situation, without advance notice and at any time) to enter upon and
inspect the Mortgaged Property to determine its compliance with the requirements of
this Mortgage and to ascertain its condition.
28. Separate Tax Lot. Mortgagor represents and warrants that the
Premises are assessed for real estate tax purposes as a wholly independent tax lot,
separate from any adjoining land or improvements not constituting a part of such lot.
29. Governing Law. This mortgage shall be governed by and
construed in accordance with the laws of Minnesota and any applicable laws of the
United States of America; Mortgagor and Mortgagee agree that Mortgagee shall not
be obligated to comply with any filing or recording requirements under the lien laws
(or similar laws) of Minnesota.
30. Covenants Running With the Land; Successors and Assigns. All
of the grants, covenants, terms, provisions and conditions of this Mortgage shall run
with the land and shall apply to and bind the successors and assigns of Mortgagor, and
apply to and inure to the benefit of the successors and assigns of Mortgagee.
31. Release of Mortgaged Property. The Borrower may release any
part of the Mortgaged Property from the lien created by this mortgage only as
provided in the Loan Agreement.
[The balance of this page is intentionally left blank.]
IN WITNESS WHEREOF, the Mortgagor has caused this Mortgage to
be duly executed as of the day and year first above written.
ORONO SENIOR HOUSING, LLC
By
Its
STATE OF MINNESOTA )
) SS.
COUNTY OF HENNEPIN )
The foregoing instrument was acknowledged before me this day of
November, 2001 by , to me personally known, the
of Orono Senior Housing, LLC a Minnesota limited liability
company.
Notary Public
[Signature page to Subordinate Combination Mortgage, Security Agreement, Fixture
Financing Statement and Assignment of Leases and Rents]
EXHIBIT A
to
Subordinate Combination Mortgage, Security Agreement,
Fixture Financing Statement and
Assignment of Leases and Rents
(Legal Description)
Those tracts or parcels situated in the County of Orono and State of
Minnesota described as follows:
EXHIBIT B
to
Subordinate Combination Mortgage, Security Agreement,
Fixture Financing Statement and
Assignment of Leases and Rents
(Permitted Encumbrances)
MI 807334 01