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HomeMy WebLinkAboutChamonix Market Update_022811 M EMORANDUM To: Nina Timm, Housing Coordinator, Town of Vail From: Andy Knudtsen and David Schwartz, Economic & Planning Systems Subject: Chamonix Market Update Date: February 28, 2011 Background The Town of Vail considers the Chamonix site in West Vail a component of a larger strategy to address affordable housing needs in the community. The site has the potential to hold approximately 58 dwelling units and would expand the inventory of affordable housing within the Town. The elected officials believe that additional housing will enhance the sense of community by providing homeownership opportunities to local residents and improving economic vitality by expanding the pool of employees available to local businesses. In 2008, Economic & Planning Systems (EPS) provided a market analysis of the conceptual development plans for the site. The report included an evaluation of the market trends, an assessment of the position the site holds within Eagle County market, and a review of the site’s competitive advantages and disadvantages. The market, however, has changed since that time. This memorandum provides an overview of updated market findings relevant to supply and demand conditions of the Eagle County market. Methodology EPS conducted its analysis by focusing on the broader market trends and focusing in on specific relevant market segments. The following methodology was used and outlines the content of this memorandum: Memorandum February 28, 2011 Chamonix Market Study Update Page 2 20908-DM-030111 • 3 Geographies: EPS identified areas within the County as having the following sales locations: o Upper Valley: Booth Creek, Cascade Village, East Vail, Highlands Meadows, Lionshead, Potato Patch, Sandstone Lionsridge, Spraddle Creek, Valley Ridge at Vail, Vail Golf Course, Vail Village, and West Vail. o Mid Valley: includes Arrowhead, Avon, Bachelor Gulch, Beaver Creek, Berry Creek Ranch, Cordillera, Eagle Vail, Edwards, Homestead, Lake Creek Valley, Minturn, Mountain Star, and Wildridge and Wildwood. o Lower Valley: includes Cotton Ranch, Eagle, and Gypsum. • 3 Time Periods: EPS identified periods of time over the past six years that represent distinct periods: o 2004-2008: During this period in Eagle County, the market continued its upswing in average sales prices and maintained its volume: o 2009: Generally, 2009 saw a major decrease in average sales prices and a contraction in volume of activity; o 2010: During this year, the market began to recover and stabilize. Average prices in parts of Eagle County climbed again, and volume increased over 2009, but did not return to the volume before 2008. • 3 Price Bands: Within the geographies and periods of time, three price bands are relevant to understanding where the market is today: o Under $438,000: was identified as the conforming loan limit of approximately $418,000 plus an estimated five percent that a buyer would have available for a down payment; o Between $438,000 and $600,000: was identified as the next band of price points, which identifies an upper threshold for other local buyer products; and o Sales above $600,000: was identified as a separate price band to isolate products purchased by second-homeowners or out-of-state buyers. Demand Conditions Employment and wage information comes from the Bureau of Labor Statistics (BLS) and the Bureau of Economic Analysis (BEA). The BLS data identify trends and conditions of wage and salary positions through the second quarter of 2010. Data from the BEA identify counts of both wage and salary jobs and sole proprietors through 2008. Due to the comprehensive nature of BEA data, the lag time is greater. EPS has used the most comprehensive data available from these sources for this report. Memorandum February 28, 2011 Chamonix Market Study Update Page 3 20908-DM-030111 Employment & Wages Major losses in employment have been sustained nationally, regionally, and locally. In resort economies, such as Vail’s, significant losses have occurred in the construction industry. • Total wage and salary employment in Eagle County as of 2nd Quarter 2010 is 28,000 jobs. This is a 13 percent contraction from its peak in 2008. In 2008, as illustrated by Figure 1, wage and salary positions totaled more than 32,000 jobs. • While construction has lost 2,500 jobs since 2007, approximately 2,500 jobs were gained since 2000 netting out the losses. Although employment levels have returned to their 2000 level, the losses of the construction industry have been netted out by the gains in other industries. Industries with the largest gains since 2000 were: o Health Care and Social Assistance industry added 600 jobs; o Arts, Entertainment, and Recreation added 700 jobs; and o Accommodation and Food Services, though it sustained losses off its 2008 peak, added nearly 700 positions. • From 2000 to 2008, while wage and salary employment increased at an annual rate of 1.7 percent, the number of sole proprietors increased at a rate of 4.4 percent. In Eagle County, sole proprietors account for approximately 23 percent of the total workforce, as illustrated in Figure 2. In 2000, there were approximately 8,700 proprietors, and by 2008, the total had increased to more than 12,200, an increase of more than 40 percent. o Though data will not be available for nearly two years, it is likely that the number of proprietors also contracted from 2008 to 2010. Assuming a uniform 13 percent contraction, the estimated 2010 total of proprietors would still be 23 percent higher than it was in 2000. • Adjusted for inflation, average county wages have fallen 12 percent since 2008 and are 1.7 percent lower than real wages were in 2000.Similar to the wage and salary job trends; overall wages for the County have contracted since 2008 as illustrated by Figure 1. • Future economic trends must be tracked closely. While some data show that the economic recovery has been established in some markets across the country, the trends are not evident in Eagle County at this time. EPS research conducted for higher-priced inventory shows that a correction occurred in mid-2010. This correction may signify the return of higher income buyers and part-time residents, and may signify a return to a normalized Eagle County economy. The Town of Vail should track a range of metrics and measure the rate of recovery and the degree to which the market indicators move into historic ranges, when performance was strong. If the market does not continue to solidify, the Town is advised to proceed with this development slowly and with clearly identified exit strategies. Memorandum February 28, 2011 Chamonix Market Study Update Page 4 20908-DM-030111 Market Conditions Housing market conditions and trend data come from the regional Multiple Listings Service (MLS). Data have been analyzed from the first quarter 2004 through the fourth quarter 2010. Sales Volume As described previously, the construction industry contracted approximately 50 percent from its peak in 2007. Similarly, the volume of housing sales contracted 48 percent after 2007, as illustrated in Figure 3 and in Table 1. • Sales volume in 2010 was 757, or 54 percent of average annual volume from 2004 to 2008. From 2004 to 2008, average annual activity was 1,412 units. In 2009, volume decreased more than 64 percent to 504 units sold, or 36 percent of previous levels. In 2010, sales volumes have increased most in the Upper Valley, followed by the Mid Valley and Lower Valley respectively. o In 2010, there were 243 sales in the Upper Valley. A majority of the increase in activity was due to increased activity at prices above $600,000. The volume for units priced below $438,000 was 37 units. o In 2010, there were 354 sales in the Mid Valley. A large increase in volume came from the sale of units priced below $438,000. Sales volume at this price point was 93 units. o In 2010, there were 160 sales in the Lower Valley. Most of the activity is due to units priced below $438,000. Volume at this price point was 107 units. Price Trends Sales price trends in Eagle County have fluctuated widely in the past few years. On a per- square-foot basis, average prices peaked in late 2008 in each of the geographies, as illustrated by Figure 4. • Average prices in the Upper Valley are currently $900/sqft. This is a contraction of 34 percent from their 1stquarter 2009 peak to the 1stquarter 2010. Average prices (of attached and detached product) in the 1stquarter 2009 had increased to $1,100/sqft, or 155 percent over their 1st quarter 2004 average of $430/sqft. In 2010, Upper Valley sales have increased by 23 percent above the 1st quarter 2010. • Average prices in the Mid Valley are currently $430/sqft. This is a contraction of 25 percent from their 3rd quarter 2008 peak. In the 3rd quarter 2008, prices had escalated to $574/sqft or nearly 60 percent above the 1st quarter 2004 average of $365/sqft. • Average prices in the Lower Valley are currently $190/sqft. This is a contraction of 26 percent from their 2nd quarter 2008 peak. In the 2nd quarter 2008, average prices had increased 46 percent to $255/sqft over the average of $175/sqft in 2004. Memorandum February 28, 2011 Chamonix Market Study Update Page 5 20908-DM-030111 Units Priced Under $438,000 Using the conforming loan limit of $417,500 and assuming a five-percent downpayment, EPS assessed the market for units priced at $438,000 or lower, as shown in Figure 5. • Sales volume in 2010 was 237, or 31 percent of the total market. Today’s volume is 54 percent of the average annual volume at this price point for the period 2004 to 2008. During the contraction in 2009, volume dropped to 154 units. o In the Upper Valley, there were 37 sales in 2010 at this price point. This is a decrease from the average 70 units sold per year from 2004 to 2008, but an increase over the 27 units sold during 2009. o In the Mid Valley, there were 93 sales in 2010 at this price point. This is a decrease from the average 199 units sold per year from 2004 to 2008, but an increase over the 51 units sold during 2009. o In the Lower Valley, there were 107 sales in 2010 at this price point. This is a decrease from the average 203 units sold per year from 2004 to 2008, but an increase in the 76 units sold during 2009. • Sales prices per square-foot in 2010 averaged $237 for all geographies at this price point. From 2004 to 2008, average prices per square foot were approximately $262 at this price point. o In the Upper Valley, prices average $385 per square-foot in 2010.This is a decrease from the average prices in previous years. From 2004 to 2008, prices averaged $393, and in 2009, prices averaged $478 on thin volume. o In the Mid Valley, prices average $266 per square-foot in 2010. This is a decrease from the average of $281 from 2004 to 2008 and a decrease from 2009, which was $292 per square-foot. o In the Lower Valley, prices average $186 per square-foot in 2010.This is a decrease from average prices from 2004 to 2008, which were $198 and $203 in 2009. Conclusions • Absorption. EPS believes the most comparable set of sales reflect those in the lowest price point, located in the mid valley. If the Town can capture 10 percent of this sales volume (93 sales per year), it can sell approximately 9 units annually, based on the performance of this submarket in 2010. If the Town can capture 5 percent of all Eagle County sales at this price point and below (237 sales), annual sales rates translate to approximately 12 units. These capture rates will drop when the Town performs a more refined segmentation analysis and narrows the proposed price banding. As the Town refines its development program and proposed pricing, it should further segment these sales records to understand pricing tolerances of the market and the segment which will receive the greatest demand. • Price Points. Recent sales at this price point indicate that most occur in the Mid Valley between $200/sqft and $350/sqft. This accounts for all ranges of products and all ages of structures. The data indicate that these units are relatively old (built in the early 1990’s) and with an average size of approximately 1,200 square feet. It is recognized that the Town Memorandum February 28, 2011 Chamonix Market Study Update Page 6 20908-DM-030111 could likely build larger product and the corresponding price per square foot will drop. EPS has established a price and size ratio, as depicted in Figure 7, which provides the parameters for pricing relative to square footage. • Competitive Position. Locations up valley will command a premium toward the higher end of this range, as will new product. Both will make the project compelling. Although a deed restriction will negatively impact the potential price point, it will not outweigh the premiums for location and new structures. Fi g u r e 1 Wa g e & S a l a r y E m p l o y m e n t Va i l C h a m o n i x M a r k e t S t u d y U p d a t e Fi g u r e 2 To t a l E m p l o y m e n t Me m o r a n d u m February 28, 2011 Ch a m o n i x M a r k e t S t u d y U p d a t e Page 8 20908-DM-030111 Va i l C h a m o n i x M a r k e t S t u d y U p d a t e Me m o r a n d u m February 28, 2011 Ch a m o n i x M a r k e t S t u d y U p d a t e Page 9 20908-DM-030111 Fi g u r e 3 To t a l S a l e s V o l u m e b y P r i c e C a t e g o r y Va i l C h a m o n i x M a r k e t S t u d y U p d a t e Me m o r a n d u m February 28, 2011 Ch a m o n i x M a r k e t S t u d y U p d a t e Page 10 20908-DM-030111 Ta b l e 1 Sa l e s S t a t i s t i c s b y T i m e P e r i o d Va i l C h a m o n i x M a r k e t S t u d y U p d a t e Up s w i n g : C o n t r a c t i o n : S t a b i l i z a t i o n : U p s w i n g : C o n t r a c t i on : S t a b i l i z a t i o n : U p s w i n g : C o n t r a c t i o n : S t a b i l i z a t i o n : 20 0 4 t o 2 0 0 8 2 0 0 9 2 0 1 0 2 0 0 4 t o 2 0 0 8 2 0 0 9 2 0 1 0 2 0 0 4 t o 2 0 0 8 2 0 0 9 2 0 1 0 Up p e r V a l l e y Le s s t h a n $ 4 3 8 , 0 0 0 $ 3 9 3 $ 4 7 8 $ 3 8 5 7 0 2 7 3 7 8 5 6 8 3 2 9 5 3 $4 3 8 , 0 0 0 t o $ 6 0 0 , 0 0 0 $ 4 8 0 $ 4 5 8 $ 4 2 3 5 1 1 3 2 3 1 , 2 0 8 1 , 2 3 8 1 , 3 56 Gr e a t e r t h a n $ 6 0 0 , 0 0 0 $ 9 3 3 $8 2 6 $1 , 0 6 7 18 7 86 18 3 2, 4 6 5 2,5412,610 Su b t o t a l $ 7 3 5 $ 7 1 4 $ 9 0 2 3 0 8 1 2 6 2 4 3 1 , 8 8 9 2 , 0 4 0 2 , 2 3 9 -- - 97 % 1 2 3 % -- - 41 % 7 9 % -- - 108%119% Mi d V a l l e y Le s s t h a n $ 4 3 8 , 0 0 0 $ 2 8 1 $ 2 9 2 $ 2 6 6 1 9 9 5 1 9 3 1 , 1 8 3 1 , 2 2 9 1 , 2 0 8 $4 3 8 , 0 0 0 t o $ 6 0 0 , 0 0 0 $ 3 6 1 $ 3 0 4 $ 2 9 7 1 1 6 2 7 4 2 1 , 6 6 8 1 , 8 1 4 2 , 005 Gr e a t e r t h a n $ 6 0 0 , 0 0 0 $ 5 6 6 $5 0 4 $5 1 6 44 7 18 1 21 9 3, 4 3 6 3,8173,837 Su b t o t a l $ 4 6 1 $ 4 4 1 $ 4 2 4 7 6 2 2 5 9 3 5 4 2 , 5 7 9 3 , 0 9 8 2 , 9 2 9 -- - 96 % 9 2 % -- - 34 % 4 6 % -- - 120%114% Lo w e r V a l l e y Le s s t h a n $ 4 3 8 , 0 0 0 $ 1 9 8 $ 2 0 3 $ 1 6 0 2 0 3 7 6 1 0 7 1 , 6 0 8 1 , 6 9 7 1 , 9 47 $4 3 8 , 0 0 0 t o $ 6 0 0 , 0 0 0 $ 2 2 5 $ 1 8 0 $ 1 7 8 7 7 1 9 2 0 2 , 4 0 2 3 , 0 3 4 2 , 9 47 Gr e a t e r t h a n $ 6 0 0 , 0 0 0 $ 2 6 2 $2 4 9 $2 7 6 62 24 33 3, 4 1 4 4,0954,644 Su b t o t a l $ 2 1 6 $ 2 0 9 $ 1 8 6 3 4 2 1 1 9 1 6 0 2 , 1 1 2 2 , 3 9 4 2 , 6 2 8 as % o f 2 0 0 4 - 2 0 0 8 - - - 97 % 8 6 % -- - 35 % 4 7 % -- - 113%124% So u r c e : E a g l e C o u n t y M L S ; E c o n o m i c & P l a n n i n g S y s t e ms H: \ 2 0 9 0 8 - V a i l C h a m o n i x M a r k e t U p d a t e \ D a t a \ [ 2 0 9 0 8 - M L S- 2 0 1 1 . x l s x ] T a b l e 2 Av e r a g e P r i c e s / S q F t A v e r a g e A n n u a l A b s o r p t i o n A v e r a ge Unit Sizes Me m o r a n d u m February 28, 2011 Ch a m o n i x M a r k e t S t u d y U p d a t e Page 11 20908-DM-030111 Fi g u r e 4 Ov e r a l l A v e r a g e P r i c e s p e r S q u a r e - F o o t b y G e o g r a p h y Va i l C h a m o n i x M a r k e t S t u d y U p d a t e Me m o r a n d u m February 28, 2011 Ch a m o n i x M a r k e t S t u d y U p d a t e Page 12 20908-DM-030111 Fi g u r e 5 Pr i c e s p e r S q u a r e F o o t b y G e o g r a p h y u n d e r $ 4 3 8 , 0 0 0 Va i l C h a m o n i x M a r k e t S t u d y U p d a t e Me m o r a n d u m February 28, 2011 Ch a m o n i x M a r k e t S t u d y U p d a t e Page 13 20908-DM-030111 Fi g u r e 6 Vo l u m e b y U n i t T y p e b y G e o g r a p h y u n d e r $ 4 3 8 , 0 0 0 Va i l C h a m o n i x M a r k e t S t u d y U p d a t e Me m o r a n d u m February 28, 2011 Ch a m o n i x M a r k e t S t u d y U p d a t e Page 14 20908-DM-030111 Fi g u r e 7 Un i t s S o l d u n d e r $ 4 3 8 , 0 0 0 b y P r i c e / S q F t a n d S i z e Va i l C h a m o n i x M a r k e t S t u d y U p d a t e