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HomeMy WebLinkAbout10/28/2025 - Regular - Additional Doc-MFTE Presentation4ULti�FamiLy Tax (emption (METE) City Council Public Hearing October 28, 2025 MFTE Types • 8 -Year Property Tax Exemption • No strings attached. • City can choose to impose eligibility requirements. • 12 -Year Property Tax Exemption • 20% of units must be affordable. • City must adopt minimum density requirements. • City defines affordability with some state parameters. • Extensions now possible. • 20 -Year Property Tax Exemption (new) • 20% of units must be affordable for 99 years. • Must be located near transit with 15 -minute service. • City must adopt inclusionary zoning. • All MFTE projects must be in urban center (to be defined by City) MFTE - Basics • Developer/owner does not pay property tax on value added to property for residential units for 8, 12, or 20 years. • Developer/owner pays property tax based on pre -development valuation plus value of any non-residential development added to property. • The savings to the developer/owner is not lost revenue to City or junior taxing districts. It is shifted to the rest of the tax base proportionately based on assessed valuation. • Tax shift for Overlook Apartments added about $10 to the average annual property bill. exempted from property taxes through the MFTE, property tax obligations will be shifted to the rest of the tax base: Tax exempted properties add to the property tax levy limit... J � ' ...but these tax obligations will be 0 covered by non-exempt properties �. ea8 8S Year Previous MFTE Approvals pr Affordable 12 Year MFTE Projects: • Overlook Apartments (The Charleston (shown)): 39 Units • Sedgwick Apartments (Pottery Creek Phase 2): 192 Units • Salmonberry Apartments: 24 Units • Plisko Apartments: 58 Units Market Rate 8 -Year MFTE Projects: • Sedgwick Multifamily (Pottery Creek Phase 1): 136 Units • The Ramsey (In permitting): 99 Units • Blueberry Apartments: 108 Units City Stabilized Vacancy Stabilized Vacancy c N N 2.00% 0.00% N M V -i N M V -1 N M - .-i N M - -1 N M V .-1 N M V .-i N M - .-i N M - .-i N M V .-4 N M V -1 N M V .-i N 0 0 0 0 0 0 0 0 0 0 a 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 V V V Ln In In In 10 lll ICON N N N M M M M V D ID ID N- N- N- N. M M M O) O) O) O) O O O O .-i .-i .-i .-i V V V In In .-1 .-1 .-1 .-1 .--1 •, •, •, .-i .-i .-i .-i .-1 .-1 .-1 .-1 .-1 .--1 Ni Ni Ni Ni Ni Ni Ni Ni Ni Ni Ni Ni N N N N Ni Ni Ni Ni Ni Ni C) C) C)O 0 0 C) O O O O O O O O O O O O O C) C)O 0 C) C) O O O O O O O O O O O O O O O O O O O O O O O O N N N N N N N Ni Ni Ni Ni Ni Ni N Ni N N N N N N N N Ni Ni Ni Ni N N Ni Ni N N N N N Ni Ni Ni Ni Ni Ni Ni N N City ❑ Sumas ❑ Sumner ❑ Sunnysic ❑ Tacoma ❑ Tenino ❑ Toppeni≤ ❑ Tukwila ❑ Tumwati ❑ Universi ❑ vancouv ❑ Walla Wt ❑ Wapato ❑ Warden ❑ Washow. ❑ Wenatcl- ❑ West Ric ❑ Winlock ❑ Woodinv ❑ Yakima ❑ Yelm I-1 Zillah City (Stabiliz • Bainbridi. • • Bremertc Port Orcl Poulsbo Average Rent Average Rent $2,000 $1,500 q rn i d $1,000 $500 City ❑ Aberdeen ❑ Airway Heights ❑ Anacortes ❑ Arlington ❑ Auburn ❑✓ Bainbridge Island ❑ Battle Ground ❑ Bellevue ❑ Bellingham ❑ Black Diamond ❑ Blaine ❑ Bonney Lake ❑ Bothell ❑✓ Bremerton ❑ Buckley ❑ Burien ❑ Burlington ❑ Camas ❑ Carnation ❑ Centralia ❑ Chehalis City (Average Rent) $0 •Bainbridge Island . Bremerton a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a v v v 1n Ln in in 1.0 to 1.0 to N N N rN 00 00 00 m O1 O) O) O1 O O O O .--1 .--1 '-1 .-1 N N N N m m M M V V V V 1n N U Port Orchard -1 .-1 -1 .-1 .-1 -1 -1 -1 .-I -1 .-I -1 -1 .--1 -1 .--I -1 .--1 -1 -1 .--1 -1 .-I N N N N N N N N N N N N N N N N N N N N N N O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N ■ Poulsbo P Proposed Ordinance —8- and 12 -Year Requirements • Projects must satisfy one of the following: • Mixed use building (40% of ground floor or 4,000 square feet must be commercial, half of this can be live -work units) • Minimum 4 -story building and 40 units per acre • Middle housing (4-12 units) on lot less than 15,000 square feet • Structured parking (any required parking located within building footprint) Proposed Ordinance —Additional 12 -Year Requirements for Affordable Housing • 20% of Units Must be affordable • Units must rent at 25% below HUD Fair Market Rent • See staff report concerning request to lower this from 25% to 20%. • Units limited to persons earning incomes between 40% and 80% AMI, depending on unit configuration. �.- s;cle�, Flee IU ��0000��A ,�._ P°P ORCHARD j" E15rsT -� - U'�� �® - SE HORSTW C of Port Orchard s I� o o Multi -Family Tax Exemption 'C� ®® Residential Target Areas �e. i B w Figure 1 m o� 1I MADRONA DR SE OP F B ;...1 S�RfEN9RIAR PL-. gp o E--prl .� �' SE LUND AJE_ �cRgsecr - SE CH 'NB5U MMIT Et. 2025 MFTE TARGET AREA 9� O m m -r y�< NGSLNSE Effective Date of Ordinance XXX-25 __ RICHMOND LE n ILE MNR PERDEMCO AVE SE a N Pros and Cons of MFTE • Increases housing supply helps to help prevent rent increases. • 12 -year exemption provides rent relief to tenants. • Helps City achieve goals (development in centers, downtown redevelopment, etc.) • Some projects do not pencil without MFTE (423 units permitted but not moving forward). MFTE could help these projects pencil. • New infrastructure (parks, sidewalks, road improvements, water/sewer improvements), one-time fees, sales tax, utility tax • Can be structured to make the city more fiscally sustainable. • Tax Shift - Tax burden for these units shifted to other property owners in Port Orchard. • High administrative cost for affordable units • Annual reporting • Annual auditing • Annual calculation of utility allowance • Contract administration • Application processing