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HomeMy WebLinkAbout13 SELECTION OF A COMMERCIAL REAL ESTATE BROKER FOR MARKETING AND SOLICITATION SERVICES FOR PLANNINGDocusign Envelope ID: 0430F470-9D70-4B51-AB19-8337C321903E �Y AGENDA REPORT S't MEETING DATE TO FROM MARCH 18, 2025 ALDO E. SCHINDLER, CITY MANAGER Agenda Item 13 imnai Reviewed: a`V� City Manager Finance Director BRIAN MONCRIEF, DEPUTY CITY MANAGER — REAL PROPERTY SUBJECT: SELECTION OF A COMMERCIAL REAL ESTATE BROKER FOR MARKETING AND SOLICITATION SERVICES FOR PLANNING AREA 10 OF THE PACIFIC CENTER EAST SPECIFIC PLAN SUMMARY: Request for selection of a commercial real estate broker to provide marketing and solicitation services for Planning Area 10 of the Pacific Center East Specific Plan comprised of approximately 11 acres of City -owned real property. RECOMMENDATION: Authorize the City Manager to negotiate and execute a Listing Agreement with Jones Lang LaSalle IP, Inc. (JLL), subject to non -substantive additions or modifications as may be deemed necessary and/or recommended by the City Attorney. FISCAL IMPACT: There will be no impact to the General Fund given that commission to a commercial real estate broker is paid by the buyer or lessee at close of escrow on a land sale or execution of a ground lease. However, the following tiered commission structure has been negotiated with the recommended broker, JLL, which is consistent with industry standards. Land Sale: 3.0% of gross purchase price up to the first $10,000,000.00 2.0% of gross purchase price between $10,000,000.00 to $20,000,000.00 1.0% of gross purchase price exceeding $20,000,000.00 Ground Lease: 4.0% of the total lease payments for Years 1-5 2.0% of the total lease payments for Years 6-10 *Commission to be capped at first 10 years of ground lease payments. CORRELATION TO THE STRATEGIC PLAN: Execution of a Listing Agreement for commercial real estate brokerage services contributes to the fulfillment of the City's Strategic Plan Goal A: Economic and Neighborhood Docusign Envelope ID: 0430F470-9D70-4B51-AB19-8337C321903E City Council Agenda Report Selection of Commercial Real Estate Broker March 18, 2025 Page 2 Development. Specifically, this item implements Strategy 4, which is to develop a disposition and entitlement strategy for City -owned property in Pacific Center East. BACKGROUND AND DISCUSSION: On March 4, 2025, the City Council authorized staff to release a competitive offering for Planning Area 10 of the Pacific Center East (PCE) Specific Plan comprised of 11 acres of City -owned real property (Site) pursuant to the procedures recently approved by the City Council in Resolution 25-10. Staff is in the process of compiling information for potential developers for the Site and is recommending the use of a commercial brokerage firm to assist in finalizing the marketing and solicitation for a future Request for Proposals (RFP) or offering for the Site. Staff has found the use of commercial brokerage firms to be useful in market research, drafting of offering documents, targeting and interviewing potential developers, managing the offering process, and assisting in recommending developers and/or prospective buyers to the City Council for consideration. Staff is recommending that the City Council authorize the City Manager to enter into a Listing Agreement with JLL for the Site. JLL is a Fortune 500 company with annual revenue of $19.4 billion, operations in over 80 countries and a global workforce of more than 102,000. JLL has a local office in Irvine and is a leading professional services firm that specializes in real estate and investment management. The JLL team will be led by Rob McRitchie, Senior Director, and Jeff Adkison, Managing Director. JLL has extensive experience in assisting with the brokering and development of a variety of asset classes including commercial, retail, residential, hotel, office and industrial as may be desired by the City for the proposed RFP or offering. Following the negotiation and execution of a Listing Agreement, JLL will assist the City as follows over the next several months before an RFP or offering is issued- - Identify strengths and weaknesses of the property; - Research and recommendations on buyers, developers and/or tenants to pursue; - Develop selection criteria for the developer selection process; - Prepare sample underwriting, graphics, market research with comparable analysis on the subject property/City/region market for inclusion in the RFP or offering and prepare a Broker's Opinion of Value; - Evaluate project feasibility and suggest potential solutions to achieve desired transaction and development goals of the City; - Provide appropriate software to enable initial developer document disclosure, execution, developer submittals, and developer questions; and, Docusign Envelope ID: 0430F470-9D70-4B51-AB19-8337C321903E City Council Agenda Report Selection of Commercial Real Estate Broker March 18, 2025 Page 3 - Prepare, distribute, and administer the RFP or offering for the subject property in accordance with the City's vision and City standard terms and conditions. Following the RFP release, JLL will assist the City by reviewing proposals and assisting with recommending a buyer or lessee for City Council consideration. Staff estimates that the RFP for the Site will be released in the second quarter of 2025, with a developer recommendation to the City Council likely to occur in the fourth quarter of 2025. If approved by the City Council, the City would negotiate and execute a Listing Agreement with JLL. The Listing Agreement with JLL is proposed as a sole -source contract due to their specialized expertise and proven success in sale and ground lease real estate transactions and knowledge of the local market. Further, JLL's established advisory and brokerage expertise across multiple land uses, including commercial, residential, hospitality, office, and industrial as well as transactional market data and extensive relationships enable them to deliver immediate value and speed to market. JLL's unique qualifications ensure efficiency, continuity, and the highest standard of service in advancing the City's real estate objectives. Signed by: Brian oncnef Deputy City Manager — Real Property Signed bye: /�PAPAVILPiS IL �2ALLCPi Kenne Iguee Real Property Manager Signed by: Ryanw o tek Deputy Director of Real Property