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Memo East CBD Redevelopmentt ~ li Planning & Economic Development MElVYORANDUM TO: Honorable Mayor Maxwell and Hopkins City Council Members FROM: Kersten Elverum, Hous ordinator DATE: February 25, 2002 SUBJECT: East CBD Redevelopment Project -Retail Market Study The results of the retail market study for the East Central Business District (CBD) redevelopment project, also known as Marketplace Lofts, will be presented at the March 6, 2002, Council worksession. Dick Paik, Bonz/REA, Inc. will be at the meeting to present the study and answer any questions regarding the market analysis. Attached is a copy of the study for your review. • ~s*„ ~~.~~,~, ~~:~.~~~, ~s,awa.4~w'r ~1 TABLE OF CONTENTS I. INTRODUCTIONANDSDMMARY .....................................................2 SUMMARY OF KEY FINDINGS ................................................................................. 2 DEFINITIONS OF KEY TERMS .................................................................................. 4 ORGANIZATION OF DOCUMENT ............................................................................ 5 II. CURRENT CONDITIONS ..................................................................... 6 A. HOPKINS : GENERAL PROFILE ........................................................................ 6 B. MAINSTREET MARKET CONDITIONS ............................................................ 8 C. COMPETITIVE ENVIRONMENT ...................................................................... 11 III. MARKET POTENTIAL ........................................................................14 A. GROWTH PROJECTIONS .................................................................................. 14 B. TRADE AREA EXPANSION .............................................................................. 14 C. POTENTIAL NICHES ......................................................................................... 15 IV. PROSPECTIVE TENANTS AND ACHIEVABLE LEASES ............. 20 A. BUSINESS PROFILES ........................................................................................ 20 B. LEASE RATES .................................................................................................... 21 APPENDIX A: MEDIAN OPERATING CHARACTERISTICS FOR SELECTED RETAIL STORE TYPES ....................................................... 23 APPENDIX B: HOPKINS RETAIL SALES, 1992-98 .............................. 24 m,-.+ac~i+T~k~.er»J~;avta.~,limta~ar.+=:~,, ~-~-s~.. "'~' .»~: ...,ze.~u~ .~ ~i'~ _ , _.. ,...~. __. ~, _ »_ -_. ~ .~ _ .~... „~... ,..~ .,,.~u .,, Page 2 The Cornerstone Group February S, 2002 I. INTRODUCTION AND SUMMARY This document presents a market feasibility analysis for the retail component of the proposed Market Place Lofts project ("the Project") in Hopkins, Minnesota. Located in downtown Hopkins on Mainstreet between Seventh and Eighth Avenues, the Project's retail component would feature 15,000 square feet, served by approximately 60 surface parking spaces, on the ground floor of a midrise residential condominium building containing 42 market-rate residential condominium units (in its initial phase). SUMMARY OF KEY FINDINGS The essential finding of this analysis is that various market niches offer opportunities for prospective retail tenants, with achievable net lease rates ranging from roughly $12 to $14 per square foot. The following summarizes the basic points in support of this finding: Market Limitations: • The trade area for downtown Hopkins does not offer substantial demographic growth potential. Accordingly, retailers seeking to establish locations in growing markets will not target Hopkins locations. • Retailers seeking maximum visibility will select locations at regional malls and other centers that can offer direct access to major highways and proximity to anchor tenants. Potential Niches: • Hopkins' downtown businesses generally cater to established mainstream niches, but do not target the high-end consumers living in the communities surrounding Hopkins. While major shopping centers and other downtown districts (in Excelsior, Edina, Uptown Minneapolis, etc.) will offer formidable competition, such consumers nonetheless present a potential opportunity for prospective Mainstreet retailers. • The experience of Mainstreet's auto dealers and its recently emerging cluster of antiques dealers indicate that downtown Hopkins maybe able to attract shoppers from an expanded trade area (currently defined as the area including Hopkins, the western parts of Edina and St. Louis Park, eastern Minnetonka, and portions of Golden Valley and Eden Prairie). Potentially competitive retail locations include regional malls, community shopping centers, auto-oriented "strip" centers, and other downtown districts. In ~~ ~ _ ..ibc ~ .k,- nxNa~+ik11~M+a.OLw~J" k, ~~~.SSw+w, cr~w~a-. +m1~.Y~waa'~-w~,h„+..r`,Ye.~.:~~;~~=,a-~~,,.a,~: ~ ., _ ,..<. _ _ _ _ - _ _ _ - _ _ _ _ _ _~".- . ~ ., ~ _ .. _ - _ _ _ W w , Page 3 The Cornerstone Group February S, 2002 general, most prospective tenants that might seek space in Project would consider other downtown districts and other relatively low-rent spaces in the strip centers and nearby community retail centers in Hopkins and St. Louis Park. • Potential retail niches for downtown Hopkins include businesses providing the following types of goods and services: - Eating and drinking establishments featuring a diverse range of themes and cuisines (e.g., Asian, European, barbecue, Cajun, etc.); - Bakeries and candy/confections stores; - Cookware/kitchenware; - Interior furnishings; - Toys/hobbies; - Arts/craft-related services and supplies (supplies, frames, galleries, and "workshop" stores (wherein customers participate in their own production of pottery, beer, etc.); - Sporting goods; - Books, music; - Luggage; - Jewelry; - Apparel; - Antiques and collectibles; - Fitness centers; and - Service-oriented business engaged in optometry, financial services, insurance, etc. Tenant Ownership and Prospective Lease Rates: • Prospective tenants would comprise a mix of independent businesses, locally- based chains, and some lower-profile national chains (e.g., service providers, delivery services, limited service restaurants). Many independent retailers will not be able to generate revenues sufficient to carry the lease payments that would be required to justify the Project's capital costs. On the other hand, established retailers that expect to generate high revenues will in many cases prefer alternative locations, either in conventional shopping centers or in other downtown settings (e.g., Excelsior, Edina's 50th Street/France Avenue district, Uptown Minneapolis). Chain retailers offer greater security as tenants that can more reliably support lease payments, but most "high- profile" national chains (e.g., full-service restaurants, clothing stores, etc.) will prefer locations in various conventional types of shopping centers. • Prevailing net lease rates in downtown Hopkins range from roughly $7 to $12 per square foot, with some spaces leasing as high as $14. In general, buildings located close to the intersection of 11th and Mainstreet occupy the higher end of ..ha • m':,.ai,:~rµi~.~r~+rt-mitw~itiiit.n~,`.a.,t.~~..,M•...gt~.,~..~'r<c~stesavP~v..-_.ia r.,^sr .z~.F•_ s,...,r'a_ - .,: a..:. -t _- - _ _ _ ~ _ - - - - _ "' _ _ _ .~. ,...~ Page 4 The Cornerstone Group February 5, 2002 this range; buildings more than two blocks from this intersection command progressively lower rents. Other comparable net leases in other downtown districts range from roughly $10 to $16 per square foot in downtown districts such as Excelsior, Anoka, and White Bear Lake. • Given appropriately configured spaces, the Project will likely be able to attract tenants at net lease rates ranging from $12 to $14 per square foot. Where the Project seeks credit-worthy tenants at rates in excess of these levels, however, it will face significant challenges and risks. While the Project should be able to attract tenants in the above-listed niches, its tenant mix may also include some tenants that may (1) come from other locations in Hopkins; (2) offer goods and services currently provided at other Hopkins-based businesses; and/or (3) seek affordable space for low-revenue businesses. DEFINITIONS OF KEY TERMS The following terms and phrases shall carry the meanings as set forth below: "Net lease" shall refer to the lease rate, exclusive of insurance, taxes, utilities and maintenance charges, that are retained by the property owner/lessor. "Gross lease" or "dross-equivalent lease" shall refer to the costs for occupying rental real estate. Such costs include the "net lease" as well as costs for insurance, utilities, taxes, and maintenance. "Regional Mall" or "Regional Shopper Center", shall refer to shopping centers that offer a variety of general merchandise, apparel, furniture, and home furnishings stores, typically including two or more full-line department stores and a total of at least 500,000 square feet of gross leasable area. "N ighborhood Shoppin Center" shall refer to a retail center offering goods (food, drugs, etc.) and services (laundry, hair care, repairs) for the day-to-day living needs of a local neighborhood. The neighborhood shopping center typically contains a grocery store, typically containing 40,000 to 60,000 square feet, with a total of up to 100,000 square feet of gross leasable area. The "Community Shopping Center" provides a wider range of retail lines (apparel, hardware, etc.), and typically features major tenants such as discount department stores or super drugstores. Community shopping centers range in size from 100,000 to 500,000 square feet. Local examples of community shopping centers include the Miracle Mile and Knollwood Shopping Centers. "Strlp" refers to a general district, oriented along a major roadway such as Highway 7 or Excelsior Boulevard, featuring a variety of free-standing retail properties that typically include fast food restaurants, drugstores, as well as small "Strip Centers" that contain no major "anchor" tenants and typically contain less than 40,000 square feet. »'rs~w.'Aw,na415.~g6~~wraaLSia~ah,:4~b~wdlirrS~ro"~~,~;"r_ ~ y+~'.-:~~.ua.-~ o _~ir~ _ ~m?.:x~w.~rD,~_e _ ~ _ ~ _ _ ~ .. _ _ __ _ ,_. , a ~_ - , ~ . ,, .;~viJhs..'~.~,.,.ai.~ ui~fi:u~;J',iN.,blNbc,_,~w««a~ Page S The Cornerstone Group February 5, 2002 "Downtown District," refers to a district characterized bypedestrian-oriented environments with storefronts opening onto sidewalks rather than parking lots. Buildings are usually older structures, collectively comprising a community's original downtown. ORGANIZATION OF DOCUMENT Following this introduction, this document begins with a basic analysis of the background context for downtown Hopkins. This is followed in Section III with an analysis of prevailing retail market conditions. Section IV then presents an assessment of market potential and niche opportunities, and the report concludes with an assessment of the Project's competitive environment, likely tenants and achievable leases. Page 6 The Cornerstone Group February S, 2002 II. CURRENT CONDITIONS Before examining potential growth factors that might support new retail development, it is first necessary to define prevailing retail business conditions in Hopkins and along Mainstreet. A. HOPKINS: GENERAL PROFILE Hopkins contains a population of 17,145, as measured in the 2000 U.S. Census. This represents an increase from a figure of 16,534 in the 1990 Census. Over the 1990s, population increased at an annualized rate of 0.4 percent. Households experienced similar increases, averaging an annualized growth rate of 0.3 percent while increasing from 7,973 to 8,224. Exhibit 1 POPULATION AND~HOUSEHOLD GROWTH CITY OF HOPKINS: 1990-2000 Census Population Households Source: U.S. Census Bureau. 1990 20001 16,534 17,145 7,973 8,224 10-Year Growth Number Avg. Ann. % 611 0.4% 251 0.3% Hopkins' socioeconomic profile features a lower median income than many of its neighboring communities. While a relatively high percentage of the local population (age 25 and older) has earned a college degree (37.4 percent), Hopkins' median household income of $46,100 falls well below corresponding levels in Hennepin County and the overall metropolitan area. l This falls well below the corresponding rate of 45.3 percent in a five-mile radius around the City. ~f iiwo~,alu~Pw.t-,r~ .t, ,,>. i.-K.Y'.~xr.>~ ~"rr~~c:~»u:r~~~tCt`~''.".e3fa±,~._ura,x- __< _- ~ - ,. , c.~z. _ _ _ "_, __., -E Page 7 The Cornerstone Group February 5, 2002 Exhibit 2 SELECTED DEMOGRAPHIC CHARACTERISTICS SELECTED AREAS Median Bachelor's Exec./Mgr'I/ Household Degree or Professional Income Higher (1990) Occupations Hopkins $46,109 37.4% 31.0% Hennepin County $64,821 35.6% 30.7% Twin Cities Metro $61,478 30.2% 27.4% Source: AGS, Inc.; Claritas, Inc.; Bonz/REA, Inc. Hopkins' combination of high educational attainment with relatively low income levels is consistent with its high numbers of young persons, many of whom have not reached their peak earning years. As shown in Exhibit 3 below, Hopkins contains greater proportions of persons in the 25 to 34 age group than its surrounding communities or the overall metropolitan area. In Hopkins, ZS-to-34-year-olds comprise 21.3 percent of the total population. In comparison, among neighboring communities, this age group generally comprises 9 to 14 percent of total population; only St. Louis Park contains a comparable representation in this age group. Exhibit 3 A e~ Group Hopkins 0 - 14 16.6% 15-24 13.8% 25-34 21.3% 35-44 15.9% 45-54 11.7% 55-64 6.3% 65-74 5.1% 75-84 5.4% 85+ 4.0% Total 100.0% Source: U.S. Census Bureau. POPULATION AGE DISTRIBUTION HOPKINS AND SURROUNDING COMMUNITIES: 2000 (11-Co.) St. Louis Park Edina Minnetonka Plymouth Golden Valley Metro Area 15.9% 18.8% 18.7% 22.7% 17.3% 22.1% 11.4% 8.4% 10.4% 11.8% 10.7% 13.5% 21.2% 8.8% 11.7% 13.8% 11.9% 15.6% 16.5% 14.8% 16.8% 19.2% 16.3% 17.8% 12.8% 15.9% 18.1 % 16.1 % 15.7% 13.8% 7.2% 10.6% 10.3% 8.9% 10.8% 7.6% 6.1% 10.1% 7.2% 4.8% 9.1% 4.9% 6.0% 9.3% 5.2% 2.3% 7.8% 3.4% 2.6% 3.3% 1.6% 0.5% 2.7% 1.3% 100.0% ] 00.0% 100.0% 100.0% 100.0% 100.0% ..,,(tu~i•d. w,~+tk~'~~~ra?2u;u.,tiM~ <^~.. «r::A:~~c^'~s+ea~.w.Y~.m~-e,- ..~: - - Page 8 The Cornerstone Group February S, 2002 • The following exhibit presents a distillation of market profiling data generated by the Claritas, Inc., a widely used source for marketing data. The exhibit presents general information regarding the largest "consumer segments" of the Hopkins population. As shown in the exhibit, Hopkins' largest consumer groups maintain incomes at and below the estimated $46,000 median, and generally fall within the 25-44 age range. While the fourth largest segment comprises an older, wealthier, and generally more upscale group, the general preferences among the three largest groups occupy lower- to moderate income ranges. Exhibit 4 HOPKINS LIFESTYLE MARKET SEGMENTS Consumer _ haracteristics General r u % of Market Household Occupational Educational 2000 Med. Income M . A Preferences 1 24.5% Singles and Professional Some college $46,400 33.8 Diverse range couples white collar 25-44 of preferences 2 23.6% Singles White collar Some college $35,600 32.4 Apt. renters double income 25-44 3 13.1% Singles; Std. Mix High school; $22,800 33.0 Discounters single parents some college 25-44 4 6.9% Married Professional College grad $67,]00 41.3 Upscale couples; empty 35-54; 65+ nesters B. MAINSTREET MARKET CONDITIONS 1. In General Mainstreet provides apedestrian-oriented business district. Its core segment features thriving independent retailers, asix-screen second-run cinema, and the Hopkins Arts Center. Mainstreet maintains a generally high occupancy rate, informally estimated at 95 percent, with net lease rates ranging from approximately $7 to $12 per square foot, with one source reporting net lease rates as high as $14 per square foot. In general, properties located close to the intersection of Mainstreet and 11`~ Avenue achieve the highest lease rates, and rates decline for buildings located progressively further from this point. Retailers include a mix of restaurants and taverns, specialty stores, basic household goods stores (e.g., hardware, drugs), antique shops, and service-oriented businesses such as financial service providers, optometrists, etc. Page 9 The Cornerstone Group February S, 2002 The scarcity of similar pedestrian-oriented downtown settings in suburban Hennepin County enables downtown Hopkins to draw visitors from surrounding communities. The areas around 50th Street and France Avenue in Edina and downtown Excelsior offer the only comparable settings within Hennepin County's western suburbs. While these areas offer competitive alternatives for high-end shoppers in parts of Edina and Minnetonka, downtown Hopkins nonetheless faces limited competition. 2. Trade Area and Customer Profiles Based on interviews, existing reports, an understanding of competitive locations, and other anecdotal evidence, the primary trade area supporting Mainstreet retailers is bounded on the south and west by Highway I-494; on the east by Highway 100, and on the north by Highway 55 from Highway 100 west to Highway 169 and by I-394 from 169 to I-494. While shoppers also come from more distant locations --particularly to the west and southwest -this area furnishes roughly 60 to 75 percent of the support for Hopkins' Mainstreet retailers. In comparison with the City of Hopkins, the general consumer profile for this trade area features higher concentrations of upper-income, upscale consumers. Most of the major segments are characterized by college-educated persons engaged in professional occupations. The largest group features a median income level of $90,700, with an older age profile and generally upscale preferences. Other well-represented groups feature a diverse range of age groups, but most maintain relatively high incomes and professional occupations. Page 10 The Cornerstone Group February 5, 2002 Exhibit 5 TRADE AREA LIFESTYLE MARKET SEGMENTS Consumer Typical Characteristics General Groua % of Market Househ d Occupational Educational 2000 Med. Income Me . A e Preferences 1 14.4% Married Professional College grad $90,700 40.5 Upscale couples managerial 45-54 2 13.8% Singles; Professional College grad $51,700 35.8 Upscale couples 25-44 3 11.6% Singles; Professional Some college $46,400 33.8 Upscale couples 25-44 4 9.7% Singles Professional Some college; $35,600 38.7 managerial High School 25-54; 65+ 5 9.4% Married Professional College grad $67,100 41.3 Upscale couples; empty 35-54; 65+ nesters 6 9.3% Matried Professional Some college; $51,400 39.G couples managerial High School 35-64; 65+ 7 9.2% Singles; Professional College grad $68,500 36.2 Upscale matzied couples managerial 25-54 Source: Claritas PRIZM reports; Bon7/REA, Inc. 3. Davtime Population In addition to trade area households, the daytime population comprises a significant source of potential demand for Mainstreet retailers. In Census Tract 233 (bounded on the east by Highway 169, on the north by Minnetonka Mills Road and Highway 7, on the west by the City of Minnetonka border, and on the south by the Soo Line Railroad) the daytime worker population outnumbers the local residential population by the significant margin of 6,721 workers vs. 2,531 working age (16+) residents. This work force is employed primarily in the retail trade, manufacturing and business/repair service sectors, which comprise 27.3 percent, 24.5 percent, and 14.2 percent of the daytime worker population. The following presents rough life style segment profiles for the daytime population. +ul.vfa:`v",efei~x~e~Y.Ck<tA46 L-u,l~~~.~.avora~«6.'.,six~k.a~~rcn~.~~..~`,a _ ~. ~-.~ .,, ~.~v, ~ r, ... v ~ _ - _ _ - __ ~ _ ~.` ~ _ ~&, _ _ -. t .__,~ _ .. >,..td .<~2~w~_ Page 11 The Cornerstone Group February S, 2002 Exhibit 6 HOPKINS DAYTIME POPULATION LIFESTYL~ MARKET SEGMENTS Consumer Ty pical Characteristics General ro % of Market Househo Occupational Educational 2000 Med. Income Med. Aee Preferences ] ] 3.9% Married Professional College grad $68,900 34.4 Upscale couples 25-54 2 9.7% Married Professional College grad $90,700 40.5 Upscale couples managerial 45-54 3 6.9% Married Professional College grad $68,500 36.2 Upscale couples managerial 25-54 4 6.7% Married Professional College grad $67,100 41.3 Upscale couples; empty 35-54; 65+ nesters Source: Clc~ritns PRIZM reports; Bone/REA, Inc. As shown, the major segments among Hopkins' workers maintain high incomes, all of which are significantly higher than the estimated median income ($46,100) for Hopkins residents. Workers engage in primarily professional occupations, and generally fit a high-end profile. C. COMPETITIVE ENVIRONMENT 1. Retail Centers and Districts Nearby retail centers include a varying mix of regional malls, community and neighborhood shopping centers, highway-oriented retail "strips" and various suburban "downtown" districts. Each of these types of locations appeal to different retail store profiles. The following provide brief descriptions of the various retail locations and their competitive positions. Regional Malls and Power Centers: The Project lies within approximately five miles of three regional shopping malls. These include the Southdale, Ridgedale and Eden Prairie Center malls, all of which contain more than 1 million square feet of retail space. Each of these play dominant roles and offer preferred locations for nationally prominent department stores and restaurants, as well as national chains engaged in apparel, furniture, home furnishings, and other specialty goods and services. Community and Neighborhood Shopping Centers: Located at Highway 7 and Blake Road, Knollwood Mall contains nearly 600,000 square feet. While informal observations indicate that this center sustains a vacancy rate of at least 20 percent, (management would not provide specific data) it nonetheless maintains a market position as awell-established .iaY;B:KU~..ta,1!t1'F:-.Rka..,.r,Li•'.~~Wr~,•~`.E.sia.:.'~?y~XJP3ai"+.'a~45a.~,~;i'Sh.tt..,, ~ d,br. . .. ,~ .x ~ - <~~-a_ ,~ Page 12 The Cornerstone Group February 5, 2002 shopping center with quality anchor tenants (Old Navy, Cub Foods, TJ Maxx, Kohl's, etc.), reputable restaurants (Applebee's, Panera) and direct access to Highway 7 (which carriers an average daily traffic count of 37,000 vehicles). Notwithstanding its high vacancy rate, this center would offer formidable competition for large as well as small retail tenants interested in the general market area. A second community retail center in the nearby locale is the Miracle Mile Shopping Center on Excelsior Boulevard in St. Louis Park, which contains 30 stores in 126,000 square feet. This center typically operates at full occupancy and sustains a low turnover rate. Tenants include a mix of convenience retailers, specialty retailers (books, jewelry, fabrics), and service-oriented tenants (cleaning services, education/training). Lease rates occupy a range of roughly $15 to $18 per square foot on a net basis, with $3.83 per square foot in expenses adding up to a combined gross-equivalent rent of nearly $22 per square foot. These are supported by average gross sales reported at $212 per square foot (National Research Bureau) in 2000. Strip Centers: Various smaller strip centers along Excelsior Boulevard and Highway 7 comprise a third relevant retail market niche. These maintain high occupancies, but their rent rates occupy a low range, from as low as $4 per square foot to $12 for higher-quality spaces. Tenants include fast food restaurants, second-hand dealers, laundromats, auto parts stores, drug stores, beauty/hair care establishments, repair shops, employment agencies and tax preparers. Other Suburban Downtown Districts: Other districts similar to downtown Hopkins may compete with the Project for tenants. Such districts offer an alternative to typical suburban retail formats. In the Twin Cities, a number of suburban communities contain such districts. These include the communities of: Anoka, Chaska, Edina, Excelsior, Robbinsdale and White Bear Lake. Among these districts, downtown districts in Edina and Excelsior will compete for retailers seeking access to downtown settings in Hennepin County's western suburbs. Among these, Edina's 50th and France district enjoys an upscale reputation throughout the Twin Cities, and therefore commands relatively high rents, with net leases generally ranging from the low to mid $20s on aper-square-foot basis. Downtown Excelsior enjoys advantages that include its affluent surroundings (see Exhibit 11 in Section III.C.4 below) as well as its lakeside restaurants and tourboats, which help make it a destination for summer visitors. Despite being located approximately eight miles to the west of Hopkins, Excelsior will nonetheless compete for retailers seeking downtown settings accessible to the affluent consumers of west suburban Hennepin County. ~~a<„wue,wvx~r mayxd~~eesrss"~nrw~i~rrrrri~!a~~a,>~`.~.,,_-~.~. ~,,. .~.~a, ,..c-~„ - ~~..... .,. a.. ,..y.. ,._'- - ` - - = - -- ~ -- --'- ~ -_ ~ ~ ., ,,, ~ „t ,,,, s~.ti,~;~,~~k Page 13 The Cornerstone Group February S, 2002 2. Competitive Assessment The area's super regional and regional malls dominate the market for major department stores as well as upscale national chains involved in categories such as apparel, home furnishings, and various specialty retail categories (e.g., books, leather goods, etc.). The nearby community and neighborhood retail centers will attract large-format retailers, grocery stores, and a wide range of chain retailers. Other convenience-related stores and low-end retailers will seek low-rent space in various strip shopping centers located along traffic carriers such as Excelsior Boulevard, Blake Road and/or Highway 7. The Project's competitive position will be strongest in appealing to independent retailers, emerging locally-based chains, and some lower-volume national chains seeking a combination of (1) access to unique, pedestrian-oriented downtown venues; (2) access to Hennepin County's relatively affluent western suburbs; and (3) rents below the higher levels sought in regional malls or upscale locations such as Edina's 50th Street/France Avenue area. ~~,wwia~ul~sr..&~ffiwa ~.,~%~"n:di~e~u~+`...~.r•',v.~fLJ,e~e~t;~~s aw ~.. _y.r _ - - - •v- - ~ -~ `~ - ~ ,. - _ ~ ~ _ _ - _ ~#+~`:., _ •nnc~ _,: ~rs~;a. Page 14 The Cornerstone Group February S, 2002 III. MARKET POTENTIAL A. GROWTH PROJECTIONS Prospective retailers seeking growing markets will not find downtown Hopkins attractive. Over the next twenty years, neither Hopkins nor its neighboring communities are projected to accommodate significant growth. This is attributable primarily to the built- out status of these older suburban communities. As shown in Exhibit 7 below, over the next 20 years, projections prepared by various communities show anticipated annual growth rates ranging from negative 0.1 percent (Minnetonka and Plymouth) to 0.6 percent (St. Louis Park). Exhibit 7 POPULATION TRENDS AND PROJECTIONS SELECTED WESTERN SUBURBAN COMMUNITIES: 1990-2020 Census Projections 199Q 20001 2010 2020 Hopkins 16,534 17,145 17,200 l 7,800 Eden Prairie 39,311 54,901 56,500 59,500 Edina 46,070 47,425 n/a 49,000 Golden Valley 20,97] 20,281 22,778 23,040 Minnetonka 4$,370 51,301 n/a 49,815 Plymouth 50,889 65,894 n/a 64,720 St. Louis Park 43,787 44,126 47,010 49,500 Hennepin County 1,032,431 1,116,200 1,158,420 1,216,480 1 2000 census figures differ from estimates previously provided by the Metropolitan Council. Source: Metropolitan Council; U.S. Census Bureau. B . TRADE AREA EXPANSION 20-Year Growth Proiection Number Avg. Ann. % 655 0.2% 4,599 0.4% 1,575 0.2% 2,759 0.6% -1,486 -O.l % -1,174 -0.1% 5,374 0.6% 100,280 0.4% Some of Hopkins' downtown retailers have been able to penetrate more trade areas extending well beyond the trade area defined above. Given the scarcity of competitive suburban pedestrian-oriented downtown districts, these successes suggest that the Mainstreet retailers maybe able to achieve similar penetrations of expanded trade areas. • Auto Dealership Trade Area: interviews with the two auto dealerships located on Mainstreet indicate that these businesses draw shoppers from broader trade areas. auwx~,aa+k~nmi~,rf6c ~f:.-...u„~r,~av.:.u~'~Yr' swr.NU~ n..~.ac''„w~ ~~,. ,,., . _ .. d, «, ~ ;pan ..>. .,.. , _ , w. ~ „;~t.~~..~. -_. ~_ - - ~ _~ , ,~ ~ ~ _ -, . . - ~. ~ .. Page 15 The Cornerstone Group February S, 2002 One dealer identifies a standard rade area radius of 15 miles, but states that customers come from throughou the Twin Cities; the other dealer identified a primary market encompassing a uburban corridor extending from Eden Prairie to Maple Grove. Both dealerships dentified the non-business evening and weekend hours as their peak hours. • Emerging Antiques cluster: wit opened in downtown Hopkins. comprise an emerging district. relatively large trade areas; the trade area of at least 25 miles. , critical mass, it will enhance its areas. i the last two years, six antiques dealers have ~mbined with two preexisting dealers, these general, such districts draw shoppers from ;t-established dealer in Hopkins identifies a downtown continues to gain recognition and ~ility to penetrate increasingly remote market The primary competitive antique downtown Anoka. This district i; Hopkins's emerging district; Ano penetrate a trade area that extend<, C. POTENTIAL NICHES 1. Inflow/Outflow Analysis The following presents an analysis of the and retail store sales. This "inflow/outflc resident households against the retail sale district in the Twin Cities is located in roughly comparable in size (6-8 dealers) to ~a officials state that their antiques dealers throughout the metropolitan area. relationships between household retail spending •w" analysis measures the spending potential of s achieved in the area's stores. In this analysis, a market "capture" equal to 100 percent indicates that the community's retail spending is equivalent to the sales chieved at the community's retail stores. Where the capture rate exceeds 100 perc nt, retail sales exceed spending potential, thereby indicating that sales to nonreside is -- or inflow -exceeds the outflow, or local resident expenditures occurring outside t e area. In other words, the community's stores capture retail sales in excess of the dem d generated by the community's resident population. Conversely, where net capt e falls below 100 percent, the community suffers a net "outflow," indicating that to al residents' outside spending -the outflow -- exceeds the "inflow" from non-local sho pers. Exhibit 8 presents an inflow/outflow anal sales. This provides a useful benchmark, serves as a net inflow area for more distan Primary Trade Area, grocery stores captu~ is measuring grocery expenditures versus ;flecting the extent to which the trade area shoppers. The exhibit shows that in the a net inflow of 67 percent. w~,aldwrh~aiC+~`.m.~ki:s`,.,n~k.vlhY'N.~'' «.r.~.G'~.._,.~..rvt ~.waycwtiat~.as.~e~a,.._.,p4i,!ossuz.- -.~ ~ _ _ ,~, k.i~ , `~:.•r w ~~sr~.,, ~ ~ M , M1~'sw•~ r _ _ _. _ ~ _ _ _ _ _ _ _ _ _ _ __ __ ~r _ _ _ _ _ ~r_' - :#:+n,~s~.~ Est a.6ebrtrY. n Exhibit 8 Page 16 The Cornerstone Group February S, 2002 GROCERY EXPENDITURES VS. GROCERY SALES ($ millions) MAIN STREET MARKET AREAS Census Primary Tract 233 Trade Area Local Spending at Food/Grocery Stores $11.6 $234.3 Sales at Food/Grocery Stores $39.0 $390.6 Market Capture 336.3% 166.7% Source: Claritas, Inc.; AGS; Bonz/REA, Inc. 2. Eating and Drinkin In comparison with the trade area's grocery spending inflow, net inflows for eating and drinking establishments in the trade area are significantly lower, at 18 percent. This indicates that many households who shop for basic household goods (e.g., groceries) in the trade area will choose restaurant and taverns in other locations. This may indicate a potential opportunity for additional restaurants and taverns. Exhibit 9 EATING AND DRINKING EXPENDITURES vs. SALES ($ millions) MAIN STREET MARKET AREAS Census Primary Tract 233 Trade Area Local Spending at Eating/Drinking Establishments $7.2 $170.5 Sales at Eating/Drinking Establishments $17.0 $201.1 Market Capture 234.9% 118.0% Source: Claritas, Inc.; AGS; Bonz/REA, Inc. a.nu„o„ads,~:w;~:.~~.,u4uiwd'~.+St,~s~~,,.~-~`a~~;a~.:r~~s;.~~~,~ar«...>~~r, >r - _~_ -. Page 17 The Cornerstone Group February S, 2002 A survey of existing eating and drinking establishments on Mainstreet and in Hopkins corroborates this potential. While Mainstreet features several eating and drinking establishments, comparable downtown districts feature a greater variety of cuisines and themes. These include: • Mexican • Cajun • Barbecue • Brewpubs, Irish pubs • Other Asian (Japanese, Vietnamese, Thai) • Other European (French, German, Irish, Italian) While some types of eating and drinking maybe regarded as more "upscale" than the existing selection, the lifestyle segment profiles shown earlier indicate that such upscale shoppers and diners comprise the largest components of the communities surrounding Hopkins. Overall, eating and drinking establishments featuring foreign or non-local regional themes and cuisines appear to offer a potential retail opportunity for Market Place Lofts. These will most likely be independently operated businesses, since major restaurant chains typically seek more conventional, high-traffic locations. Such restaurants can provide help contribute to a cluster of unique and unusual restaurants serving a slightly higher-end market than is currently served by the existing eating and drinking businesses. 3. Other Outflow Categories: General Merchandise and Apparel • In contrast to the grocery and eating and drinking categories, the primary trade area shows substantial net outflows of retail spending in categories such as general merchandise and apparel. Net outflows in general merchandise, however, are to be expected and probably reflect the influence of competitive regional malls (Southdale, Eden Prairie Center as well as the Mall of America; Ridgedale lies within the trade area) located just outside the primary trade area. These same factors may account for the net outflows shown in the apparel category. Still, the magnitude of the outflow is notable, and independently operated apparel shops offering unique or "specialty" clothing items may be able to identify opportunities in a Mainstreet setting. Exhibit 10 shows the net spending outflows for apparel items in the Primary Trade Area as well as Census Tract 233. -,pdWl+ididwm~tYZ,.`u, .ar.a..,.~,.a+~-~,za~:~.~urf ~F;w'~#`m~re nx t4.,< ~ .~..x~:...,-. - -- -= ~ ...r v. ,~+. _ _ •, '_ _ - _ ~ ,__ ~ _ _ - - - - - T -r s~ .~,..,.~ . , .w .,.ems.. Exhibit 10 Page 18 The Cornerstone Group February S, 2002 APPAREL EXPENDITURE5 VS. APPAREL 5ALES ($ millions) MAIN STREET MARKET AREAS Census Primary Tract 233 Trade Area Local Spending at Apparel Stores $3.2 $113.9 Sales at Apparel Stores $1.1 $54.4 Market Capture Source: Claritas, Inc.; AGS; Bonz/REA, Inc. 4. Other Potential Niches 34.0% 47.7% Bonz/REA's research and analysis has focused on performances in other suburban "downtown" districts in the suburban Twin Cities. Such districts include downtown districts in Anoka, Chaska, Excelsior, Edina, Robbinsdale, and White Bear Lake. In general, these districts attract independently operated retailers; a relatively small number of chain stores include businesses such as sandwich shops and pizza shops. Among these districts, White Bear Lake and Anoka serve markets that are comparable (albeit smaller) in some respects to the market surrounding downtown Hopkins. As shown in Exhibit 11 below, within five-mile radii of these districts, Hopkins's income, household and household growth profiles are roughly comparable to those of Anoka and White Bear Lake. hkw`~~I t+we~~ -ar'kWL?.<. c_'n,.".`vwIss+nS2w'r_4.~..xes`idl~tr+~xsn.:PS _.?.s__ .. ~ -.v ~ -5:.. ~ ~_ ,1-~ r..-t: _ .. ... -. x a _ - _ .. ..~ . ~ '. _~SS~o"+3~'a = a{2/r~3_ ~+:-J~uli.~~Nid{x: t Page 19 The Cornerstone Group February 5, 2002 Exhibit 11 COMPARATIVE DEMOGRAPHIC INDICATORS WITHIN 5-MILE RADII OF COMPARABLE DOWNTOWN DISTRICTS Median Household Total Ho useholds Income 2001 2006 Hopkins $74,209 208,829 210,134 Anoka $70,590 41,367 45,158 Chaska $58,958 15,355 17,502 Excelsior $97,719 30,662 32,718 Robbinsdale $53,799 127,325 128,468 White Bear Lake $76,016 30,327 31,586 Source: Claritas; Bonz/REA, Inc. Field surveys of these and other districts reveal a number of retail store types that are not present in downtown Hopkins. These store types include businesses selling goods and services such as: sporting goods, baked goods/candy/confections, toys/hobby items, art- related goods and services (galleries, crafts}, books, luggage, cookware/kitchenware, jewelry, apparel stores, and fitness centers. While not all of these store types will necessarily prove viable in downtown Hopkins, they nonetheless provide a useful list of the types of tenants that occupy space in similar downtown settings. - aauG%1~'Nbi¢~.. • , ~" "Q:.~ui3Sia .ee-_ -_~x~ - - - ~.> r _ ,~..s~-a~.a ~. ewr _ ... . .. _ .. .< ~ _ ., Page 20 The Cornerstone Group February S, 2002 IV. PROSPECTIVE TENANTS AND ACHIEVABLE LEASES A. BUSINESS PROFILES 1. Niches Summarizing the findings from the preceding discussion, potential tenant niches for the Project include businesses providing the following types of goods and services: • Eating and drinking establishments featuring a diverse range of themes and cuisines (e.g., Asian, European, barbecue, Cajun, etc.); • Bakeries and candy/confections stores; • Cookware/kitchenware; • Interior furnishings; • Toys/hobbies; • Arts/craft-related services and supplies (supplies, frames, galleries, and "workshop" stores (wherein customers participate in their own production of pottery, beer, etc.); • Sporting goods; • Books, music; • Luggage; • Jewelry; • Apparel; • Antiques and collectibles; • Fitness centers; and • Service-oriented business engaged in optometry, financial services, insurance, etc. 2. "A,~glomeration" Niches Various types of retailers seek different locations in relation to their competitors. Some types of retailers -typically high-volume stores -- seek to command markets in isolation from their competitors. Others, however, derive advantages from clustering with their competitors. These "agglomeration" sectors typically involve industries wherein individual stores offer limited selections, while the overall industry features a wide range of product lines. Examples of such agglomeration industries include restaurants (with its wide range of cuisines), jewelry, home furnishings, and antiques. Businesses in these sectors benefit from the recognition generated by concentrations of businesses. Such concentrations give an area visibility and recognition as a destination where customers will benefit from a wide range of selection within the general industry category. Examples of these benefits include: concentrations of jewelry stores and shoe stores in malls, antiques districts, art gallery districts, restaurant clusters (as exemplified Lu`,x:.~ im ,! Nws'+cGK~Jeukr.ce. , q`,a~a`XP',~.r.,'~`' "~. ~L Yss;e>abx_u'_,v~:i'i~ tii~'.: ~+-t"nY.-> Yow .~ ~ _ ~ ~b ~.• ~._ _ -, ws _ .r„ _ _ •. ^F _ _ _ _ _ ., ~ _ _ _ _ + a ..~ _ . w ~ .+. o ~ ~.-.. ~ ~.Va: ilr,_~1,4~= wvm3PN1^~ Page 21 The Cornerstone Group February S, 2002 through food courts in malls and by urban districts - e.g., "Little Italy," "Greektown," "Chinatown," etc.). Downtown Hopkins has achieved a growing reputation as an antiques district; similar recognition for other retail niches may help attract additional retailers - to other Mainstreet locations as well as the Project -- in other agglomeration sectors. 3. Business Structure For various reasons, many chain franchises prefer conventional suburban shopping center formats to older districts. Not all franchises adhere to this general preference, but most exceptions (that would seek space in downtown Hopkins) occupy lower-volume niches, exemplified by mailing/delivery services, fast-food and limited service (e.g., pizza, sandwich, coffee, bagel, ice cream) restaurants, fitness, and other such niches. Chain retailers offer greater security as tenants that can more reliably support comparatively high lease payments, but many of the relatively "high-profile" national chains (e.g., full-service restaurants, clothing stores, etc.) will prefer locations in conventional shopping centers or in more visible downtown settings such as downtown Minneapolis, Uptown Minneapolis, or Edina's SOth Street/France Avenue district. Despite the Project's greater marketability to independent retailers, it should be noted that such retailers pose potential drawbacks. These involve (1) the relative difficulty of finding such businesses; (2) such businesses' lower chances for long-term success; and (3) inability to pay higher rents. In regard to the latter issue, many independent retailers are unable to generate revenues sufficient to carry the lease payments that would be required to justify the Project's capital costs. While many independent retailers have established themselves and expect to generate high revenues, many of these may prefer alternative locations, either in conventional shopping centers or in other downtown settings (e.g., Excelsior, Edina, Uptown Minneapolis). Overall, prospective Project tenants would comprise a mix of locally-based chains, lower-profile national chains (service providers, delivery services, limited service restaurants) and independent businesses. While the Project should be able to attract tenants in the above-listed niches, its tenant mix is also likely to include some tenants that may (1) come from other locations in Hopkins; (2) offer goods and services currently provided at other Hopkins-based businesses; and/or (3) seek affordable space for low- revenue businesses. B. LEASE RATES In projecting achievable lease rates for the Project, this analysis examined prevailing lease rates along Mainstreet and conducted a brief survey of lease rates in other comparable downtown districts. ,.~~~. ,~.~.~- ~.~~~;..~~~.~.~.~~ ~.~~- -- ..,.~_.._~~. _~ ~ ~ - - ~ - - - - _ V ..~~. ~....~...,~ ~ ..a Page 22 The Cornerstone Group February S, 2002 Net lease rates for Mainstreet retail space generally range from $8 to $12 per square foot, with some leases as high as $14 per square.foot. Locations close to 11th Street occupy the higher end of this range; locations more then two blocks to the east and west of 1 lth generally occupy the lower end. In comparable downtown districts such as White Bear Lake, Anoka and Excelsior, brokers estimate that net lease rates generally range from a low of $8 to a high of $18 per square foot for most spaces. This range encompasses a wide range of spaces; leases at most properties occupy a slightly narrower range of approximately $8 to $14 per square foot. This range is roughly consistent with prevailing rates in downtown Hopkins. Overall, assuming appropriately configured retail spaces, the Project is most likely to support net lease rates ranging from $12 to $14 per square foot. At these lease rates ,the Project should be able to maintain high occupancy rates. Where the Project seeks lease rates in excess of these levels, however, it will face significant challenges and risks. i ~x+u,~,e.. i Izada a axtwi~.,~d~„r»~~[;.~' 1 ~ :•.:,...~~~ U,a.sr E ., ~.,~ .~, . ~. _ , . „~ . ...n Page 23 The Cornerstone Group February S, 2002 APPENDIX A: MEDIAN OPERATING CHARACTERISTICS FOR SELECTED RETAIL STORE TYPES The following table presents median operating characteristics for selected types of retail stores. The data are taken from the Urban Land Institute's "Dollars & Cents of Shopping Centers." Samples are nationwide, and the figures cannot be taken as applicable to downtown Hopkins, since the specific characteristics of the individual surveyed stores are not known. Despite this, the table is intended to provide a general comparison of the likely lease rates that various types of retailers may be able to pay. Sales Total Gross Leasable Per Square Rents Occupancy Tenant Type Area Foot net Costs Hobby Store 2,500 n/a $8.10 $10.97 Cocktail Lounge 2,600 n/a $9.61 $14.14 Toy Store 6,145 n/a $9.69 $11.73 Books ~ 2,400 $156.48 $9.83 $11.50 Sporting Goods 3,143 n/a $10.06 $12.88 Fabric Shops 5,400 n/a $10.13 $15.20 Specialty Food 2,863 n/a $10.93 $12.17 Delicatessen 1,930 n/a $11.50 Women's Hair Salon 1,200 $132.97 $11.74 $14.11 Restaurant W/o liquor 2,500 - 3,500 $186.00 $12.00 $14.68 Bakery 1,536 n/a $12.67 $14.33 Arts and Crafts 2,480 n/a $12.68 $14.22 Cards & Gifts 2,480 $164.77 $12.92 $15.23 Optometrist 1,500 n/a $ l 2.97 $15.80 Jewelry 1,227 $370.85 $13.00 $16.40 Restaurant with Liquor 3,000 - 6,000 $228.12 $13.50 $16.84 Women's Specialty Apparel 1,300 $110.18 $13.59 $15.92 Children's Wear 1,508 $230.43 $13.69 $15.36 Sandwich Shop 1,300 $231.74 $13.82 $17.07 Eyeglasses/Optician 1,400 n/a $14.00 $16.33 Home Accessories 2,299 $187.06 $16.70 $22.36 Doughnut/Muffin Shop 1,200 n/a $18.12 $20.34 Coffee/tea 1,344 $245.90 $18.33 $23.66 Source: Dollars & Cents of Shopping Centers, Urban Land Institute . US Neighborhood Shopping Center data. 'a, ,~ ;~:~f';,k.,~~~.u~.:l:,*a~t~''..~_;.m~`av`aC.a~.miiSz~s~~s+:Jr~. to en-- - .t`,. _. = ~ ~ _ _ --ae~c..-, ,~ ~- _. Page 24 The Cornerstone Group February S, 2002 APPENDIX B: HOPKINS RETAIL SALES, 1992-98 Avg. Ann. 1992 1994 1996 1998 Change Non-Auto Categories: Hardware/bldg materials $58,885,914 $69,395,498 $70,830,425 $75,806,765 4.3% Establishments 12 16 14 13 Gen. Merchandise $1,663,764 $4,581,813 $3,835,429 $5,780,633 23.1% Establishments 4 5 4 5 Food $49,993,018 $53,267,972 $60,301,302 $64,761,369 4.4% Establishments 18 24 23 22 Apparel $25,689,840 $32,652,285 $24,336,143 $20,252,020 -3.9% Establishments 29 36 28 20 Furniture $38,972,272 $44,440,744 $32,348,680 $27,521,084 -5.6% Establishments 40 47 39 35 Eating and Drinking $35,462,693 $40,634,766 $30,325,365 $33,837,233 -0.8% Establishments 44 43 41 44 Miscellaneous $46,115,385 $73,495,750 $72,471,145 $69,137,149 7.0% Establishments 184 185 177 156 Total Non-Auto $256,782,886 $318,468,828 $294,448,489 $297,096,253 2.5% Auto $140,127,879 $168,588,975 $222,454,898 $243,854,714 9.7% Source: Minnesota Dept. of Revenue. «,,,~„ue,~.4'..r~yt,~;utw~e»~auati~,.~~~.t,sK~as~~+'~.= F.~ti;-s@,~...:r`~„h~-,w„-,~. ~ .'~_d <.;,cm~,_._.. _ - _~~~ _ ~, - __ ,:_ _ - ..._ _....N,..~,.s.,,~,n.,.u,.~,.. ,~pura,.,~