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HomeMy WebLinkAbout09 RECOMMENDATION OF PROPOSALS TO PROCEED TO ROUND TWO FOR COMPETITIVE OFFERING FOR +44 ACRES CITY OMEETING DATE: SEPTEMBER 1, 2026 TO: ALDO E. SCHINDLER, CITY MANAGER FROM: BRIAN MONCRIEF, DEPUTY CITY MANAGER – REAL PROPERTY SUBJECT: RECOMMENDATION OF PROPOSALS TO PROCEED TO ROUND TWO FOR THE COMPETITIVE OFFERING FOR ±44 ACRES OF CITY-OWNED REAL PROPERTY WITHIN NEIGHBORHOODS D AND E (PLANNING AREAS 9-12; 13-14) OF THE TUSTIN LEGACY SPECIFIC PLAN SUMMARY: Seven (7) proposals are recommended for City Council consideration to proceed to Round Two for the competitive offering for ±44 acres of City-owned real property within Neighborhoods D and E (Planning Areas 9-12; 13-14) of the Tustin Legacy Specific Plan. The recommendation is made by a staff supported, Mayor appointed Ad-Hoc Committee composed of Mayor Austin Lumbard and Council Member Ryan Gallagher. RECOMMENDATION: It is recommended that the City Council take the following actions: 1.Authorize staff and the City’s broker, Cushman & Wakefield, to inform seven (7) proposers from the competitive offering for ± 44 acres of City-owned real property within Neighborhood D and E (Planning Areas 9-12; 13-14) of the Tustin Legacy Specific Plan that they will be proceeding to Round Two; and 2.Authorize staff to further reduce the number of proposals that will ultimately be recommended to the City Council for consideration at a future date. FISCAL IMPACT: There is no fiscal impact associated with this item. CORRELATION TO THE STRATEGIC PLAN: The recommendation of proposals to proceed to Round Two contributes to the fulfillment of the City’s Strategic Plan Goal A: Economic and Neighborhood Development. AGENDA REPORT Agenda Item _______ Reviewed: City Manager _______ Finance Director _______ Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9B 9 N/A Docusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D City Council Agenda Report Recommendation of Proposals to Proceed to Round Two September 1, 2026 Page 2 Specifically, this item implements Strategy 1, which is to develop critical phases of Tustin Legacy. BACKGROUND AND DISCUSSION: The City Council authorized staff to release a competitive offering for ±44 acres of City-owned real property in Neighborhood E (Planning Areas 9-12) and Neighborhood D South (Planning Areas 13-14) of the Tustin Legacy Specific Plan (“TLSP”) through the following series of approvals: • May 20, 2025 - City Council authorized staff to release a competitive offering for ±21 acres of City-owned real property within Neighborhood E (Planning Areas 9 -12). • July 15, 2025 - City Council approved a Listing Agreement with Cushman & Wakefield (“Broker”) to market the ±21 acre site. • August 5, 2025 - City Council authorized staff to release a competitive offering for ±24 acres of vacant land within Neighborhood D South (Planning Areas 13 -14) of the TLSP. • February 17, 2026 - City Council approved an amendment to the Listing Agreement with the Broker to market and advertise the Neighborhood E and Neighborhood D South sites together as a single offering comprising ±44 acres (“Site”). On May 20, 2026, the Broker released an Offering Memorandum (“OM”) advertising the site to the development community. The OM (included as Attachment 1) included a general overview of the Site, the proposed timeline and process for the offering, and submittal requirements. The OM noted that the Site “presents an unparalleled opportunity for the development of a unique, thoughtfully planned and cohesive project within Tustin Legacy. An ideal project will generally align with and build upon the vision and framework established in the Tustin Legacy Specific Plan (“SP-1”), by integrating next-generation office uses designed to attract best-in-class companies with supportive retail/entertainment amenities, residential neighborhoods, and modern public open space elements that foster connectivity and a thriving community-oriented ecosystem. Alternative project concepts that may require discretionary adjustments to zoning, land use mix and product type in response to evolving market conditions and feasibility will also be considered.” A total of twenty-four (24) offers were received by the offer deadline (July 16, 2026), which proposed projects that varied in scope and land use . The proposed responses comprised of the following: • Seven (7) responses proposed projects that utilize the full site area (±44 acres) with a mixture of retail, office, hospitality, and residential (for-sale and multi-family uses); Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D City Council Agenda Report Recommendation of Proposals to Proceed to Round Two September 1, 2026 Page 3 •The following seventeen (17) responses proposed projects that utilize a portion of the full site area: o Two (2) office campus developments; o Five (5) for-sale residential developments; o Two (2) multi-family residential developments; o Three (3) affordable housing developments; o Five (5) other developments comprised of entertainment, religious, retail, hospitality, and health and wellness. City staff, the Broker, and the Mayor appointed Ad-Hoc Committee composed of Mayor Austin Lumbard and Council Member Ryan Gallagher (Ad-Hoc) met on August 20, 2026, to review all the responses. The Broker identified seven (7) of the twenty-four (24) responses received as being best aligned with the City’s vision for the Site. After receiving feedback from the Broker and City staff, the Ad-Hoc is recommending that seven (7) of those twenty- four (24) responses proceed to Round Two. The seven (7) recommended responses are comprised of four (4) proposed projects that utilize the full site area (±44 acres) and three (3) proposed projects that utilize a portion of the full site area, which include a range of retail, office, hospitality, and residential uses (for sale and multifamily). The recommended responses to proceed to Round Two represents the next step in the offering process and does not constitute approval o r final selection of a developer(s). Once a final selection of a developer(s) is made, purchase price and other material business terms remain subject to further negotiation and subsequent City Council consideration and approval. The anticipated timeline of the remainder of the offering process for the site is as follows: - Q3/4 2026 Round Two process - Q4 2026 City Council: Developer selection - Q1 2027 City Council: Exclusive Negotiation Agreement (ENA) consideration - Q2 2028 City Council: Disposition and Development Agreement (DDA) and entitlements consideration _______________________________ _____________________________ Brian Moncrief Carlos Marquez Deputy City Manager – Real Property Real Property Manager Attachments: 1.Offering Memorandum 2.Offering and Recommendations Summary For Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D AR M S T R O N G A V E AR M S T R O N G A V E VON K A R M A N A V E VON K A R M A N A V E PACIFIC OCEANPACIFIC OCEAN IRVINE BUSINESS COMPLEXIRVINE BUSINESS COMPLEX RED H I L L A V E RED H I L L A V E NEWPORT BEACHNEWPORT BEACH COSTA MESACOSTA MESA IRVINEIRVINE BARRANCA PKWYBARRANCA PKWY THE SITE 405 55 BARRANCA & ARMSTRONG A RARE CANVAS FOR TUSTIN’S NEXT MIXED-USE DISTRICT OFFERING MEMORANDUM ±44 ACRES | COMMERCIAL & RESIDENTIAL DEVELOPMENT OPPORTUNITY TUSTIN, CALIFORNIA One of the Last Remaining Large-Scale Mixed-Use Opportunities Positioned Between Orange County’s Employment Core & Coastal Lifestyle Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D SALE ADVISORS Jeffrey Cole +1 949 955 7652 jeff.cole@cushwake.com Lic #00833681 Kristen Schottmiller Associate +1 949 930 4364 kristen.schottmiller@cushwake.com Lic #02122088 Nico Napolitano +1 949 955 7642 nico.napolitano@cushwake.com Lic #01962860 Ted Terry Financial Analyst 949 500 1218 ted.terry@cushwake.com Lic. #02196729 THE SITE TABLE OF CONTENTS 08 OFFERINGGUIDELINES 03 EXECUTIVE SUMMARY 13 AREAOVERVIEW Barranca & Armstrong | Cushman & Wakefield | 2 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D NEWPORT BEACH 55 405 COSTA MESA IRVINE 3 | NWC Armstrong & Barranca 1 mi. TO THE 55 55 405 NEWPORT BEACHNEWPORT BEACH COSTA MESACOSTA MESA IRVINEIRVINE Spanning approximately 25 acres, the VKCC site in Irvine was acquired by a Lennar-backed company for $9.3 million per acre and is being developed into a for-sale residential community featuring townhomes and other attached product types. BARRANCA P K W Y BARRANCA P K W Y RE D H I L L A V E RE D H I L L A V E ARMSTR O N G A V E ARMSTR O N G A V EVON KARMAN AVEVON KARMAN AVEBarranca & Armstrong | Cushman & Wakefield | 3 The DistrictThe District Shopping CenterShopping Center Spanning nearly one million square feet with more than 80 shops, restaurants, and entertainment venues—including anchors like Costco, Target, Whole Foods, and an AMC theater. A ±52-acre site adjacent to Tustin Legacy Park is being transformed into a mixed-use development featuring an experiential retail concept alongside for-sale residential product, further advancing the area’s evolution into a premier live-work-play destination. THE SITE BARRANCA & ARMSTRONG, TUSTIN CA EXECUTIVE SUMMARY Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D The Offering Property OverviewProperty Overview ADDRESS NWC Barranca & Armstrong, Tustin CA PARCEL 430-461-11, 430-481-07, 430-491-02, 430-501-02 LAND AREA Approximately 44 Gross Acres ZONING Tustin Legacy Specific Plan (SP-1) (allows for residential, commercial, public/institutional, and open space) CURRENT PROPERTY CONDITION Raw Land OWNER City of Tustin Cushman & Wakefield is pleased to present Barranca & Armstrong, Tustin CA (“The Site”), a premier 44-acre development opportunity located within the Tustin Legacy Specific Plan in Tustin, CA. The Site presents an unparalleled opportunity for the development of a unique, thoughtfully planned and cohesive project within Tustin Legacy. An ideal project will generally align with and build upon the vision and framework established in the Tustin Legacy Specific Plan by integrating next-generation office uses designed to attract best-in-class companies with supportive retail/entertainment amenities, residential neighborhoods, and modern public open space elements that foster connectivity and a thriving community-oriented ecosystem. Alternative project concepts that may require discretionary adjustments to zoning, land use mix and product type in response to evolving market conditions and feasibility will also be considered. The Site is prominently positioned on Barranca Avenue, between Von Karman Avenue and Red Hill Avenue, the Greater Airport Area’s three major arterial corridors providing quick access throughout the business center and to the surrounding I-405, SR- 55, and I-5 Freeways. The Site is directly adjacent to the 26-acre, award-winning Flight creative office campus and Mess Hall food hall, and a mix of residential development, offering a lively built- in mixed-use environment and amenities. These features make The Site the premier large-scale infill development site in the County. The Site is owned by the City of Tustin. The City is open to re-entitling as needed to provide innovative concepts and long-term partnerships that enhance the built environment and align with the vision of the broader Tustin Legacy community. The City envisions a combination of For-Sale Housing, Corporate/Commercial Campus, and Multi-Family, with additional openness to a Hotel and specifically experiential retail concepts. Residential uses consisting of 10 or more units will be required to provide 15% of the total units as affordable to lower income households pursuant to the Surplus Land Act. The NWC of Barranca & Armstrong offers a rare opportunity for all types of users, investors, and developers- to control a critical mass of infill land within an already-built mixed-use environment and Orange County’s most dynamic high-growth corridor. Planning Areas 9-12 Planning Areas 13 & 14 • Office • R&D • Retail • Service Commercial • Public/Institutional • Recreational • Residential • Office • R&D • Retail • Service Commercial • Public/Institutional • Recreational Barranca & Armstrong | Cushman & Wakefield | 4 Tustin Legacy Specific Plan Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D A R M S T R O N G A V E A R M S T R O N G A V E BA R R A N C A P K W Y BA R R A N C A P K W Y Offering Highlights Immense Master Plan Opportunity Situated on approximately 44 gross acres, The Site offers an extremely rare opportunity to acquire a critical mass of infill Southern California real estate via a single transaction. Part of SoCal’s Largest Ongoing Development The Site is part of the Tustin Legacy Specific Plan, one of Southern California’s largest and most dynamic master-planned redevelopments—spanning over 1,600 acres of the former Marine Corps Air Station (MCAS) Tustin. Surrounded by completed and active phases including The District, Flight office campus, and expansive new parks and infrastructure, The Site benefits from the momentum, connectivity, and long-term vision that define the Tustin Legacy. Ideal Size with Built-in Access / Separation Flight Way, Armstrong Avenue, and Swaim Way bisect The Site, providing existing access and creating two distinct areas that, with future parcelization, will allow for improved massing and greater flexibility in master planning, phasing, and execution. Prominently Situated on Highest Trafficked Stretch of Barranca Ave The Site offers access and 722 feet of frontage along Barranca Avenue, a primary regional corridor leading to the Irvine Spectrum and a dividing line locally between the City of Tustin and the City of Irvine. This specific stretch of Barranca Avenue lies halfway between Red Hill Avenue and Von Karman Avenue Corridors, the two main corridors throughout the business district, and directly 0.7 miles from the CA-55 Freeway. With a traffic count of over 36,000, it is the most highly trafficked stretch of Barranca Avenue and among the highest in the entire Greater Airport Area Market. A Central Confluence of Live, Work, and Play The Site’s location seamlessly connects the Irvine Business Complex to the South and high- end Tustin residential neighborhoods to the North with substantial retail amenities. The Site’s central location offers quick access to the SR-55, I-405, and I-5 Freeways which border Irvine, Costa Mesa, and Santa Ana, and is just minutes from John Wayne Airport. This confluence of use makes The Site a viable opportunity. The Next Phase of an Established Mixed-Use Environment The Site benefits from built-in synergies provided by the adjacent Flight Campus, a premier fully leased creative office development, an award-winning food hall, and modern outdoor gathering spaces, and an expansive 26-acre park. Located two parcels east are successful residential concepts (The Landing and 19 AC MF Irvine Co apartments). The adjacent developments offer an already completed top tier mixed-use ecosystem for any future development. The confluence of uses and existing mixed-use ecosystem makes this site a landmark opportunity. Barranca & Armstrong | Cushman & Wakefield | 5 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D 22 55 55 1 261 241 5 5 5 Irvine NewportBeach Santa Ana Costa Mesa Garden Grove Orange An a B lv dE S a n ta Jamboree RdIrvin e Av eBristol StN ewpo r t Blvd Santa Ana AveJerey RdE d i n g e r A v e Veta AveW La Macarthur BlvdHarbor BlvdNewport AveE Dyer Rd University Dr Canyon R dSantiago Garfield Ave E 17Th St Red Hill AveM a i n S t Ir v i n e C e n t e r D r Yorktown Ave St E Ba k e r Av e W a l n u t Culver DrIr v i n e B l v d Dr Sa n t i a g o W 19Th St E 1 9 T h S t W Edinger Ave N Harbor BlvdBaker St Trabu co R dN Bristol StBlvdS Harbor N Fairview StW Warn e r Ave W Yale LoopT u s t i n R a n c h R d Sand Canyon AveAveBolsa W 17Th St StN Euclid Brookhurst StE 1St St Yale A v e Yale AveMichelson Dr E Yale L o o p AveAtlanta Walnut A v e AveHamilton Ellis Ave Culver DrBake Pk yTurtle Rock D r P a r k P lStFairview Ward StEuclid StH a r v ard AveBlv dMuirlan ds AveWestminster Ford R d Coa st DrNew port Edinger Ave S Bristol StPlace n t i a AveS Euclid StGarden Grove Blvd Adams Ave Talbert Ave W Macarthur Blvd Jambore e RdPlace Dr Main P ortola P ky Bl vdM a carthur Fairview RdHarvar d A v e Alton Pk y B o n i t a Can y on Dr C a m p u s D r Hewes Ave Canyon R dLagu n a E 17Th StBr o o k hurst StVictoria St Ir v i n e B l v d S Main StW 1St St Eastblu D r Al t o n P k y Barranca PkyAveN Grand AveS Grand Santiago DrJamboree RdCampus DrBlvdrbor H a Sand Canyon AveE u c l id St¯0 2 Miles John Wayne Airport ! 55 405 405 133 THE SITE 5 73 !^ Regional Epicenter The City of Tustin sits at the geographic and economic center of Orange County, positioned along its southern border with Irvine just minutes from John Wayne Airport. The Site benefits from immediate access to the region’s primary transportation corridors, including Interstate 5 and State Route 55, providing seamless connectivity to all major employment hubs, coastal communities, and population centers throughout Southern California. An Affluent Community Tustin’s average home price has exceeded $1.2 million, with desirable neighborhoods near Tustin Ranch and Tustin Legacy often achieving average values between $1.5 million and $1.8 million. The Tustin Unified School District is highly regarded, featuring award-winning campuses such as Beckman High School, Legacy Magnet Academy, and Pioneer Middle School. Over 50% of Tustin residents hold a bachelor’s degree or higher, and the median household income exceeds $120,000, reflecting the area’s strong demographics and high quality of life. JOHN WAYNE AIRPORT IRVINE SPECTRUM CENTER SOUTH COAST PLAZA DISNEYLAND FASHION ISLAND UC IRVINE CHAPMAN UNIVERSITY ORANGE CIRCLE / OLD TOWNE ORANGE GREAT PARK <10 MIN. 20 MIN. 30 MIN. 35 MIN. 40 MIN. 45 MIN. 50 MIN.+ THE DISTRICT AT TUSTIN LEGACY TUSTIN RANCH GOLF CLUB TUSTIN METROLINK STATION TUSTIN MARKETPLACE ANGEL STADIUM HONDA CENTER NEWPORT BEACH LAGUNA BEACH KNOTT’S BERRY FARM HUNTINGTON BEACH DODGERS STADIUM SOFI STADIUM LOS ANGELES INTERNATIONAL AIRPORT LONG BEACH AIRPORT DOWNTOWN LA ONTARIO AIRPORT PORT OF LONG BEACH MINUTES BY CAR FROM Barranca & ArmstrongSubmarket Highlights CHAAK KITCHEN MESS HALL THE WINERY Barranca & Armstrong | Cushman & Wakefield | 6 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D Tustin Legacy Specific Plan Tustin is undergoing one of the most significant urban transformations in Orange County, led by the 1,600-acre Tustin Legacy. The master plan has already delivered over 4,000 new homes, expansive parks and civic amenities, and nearly 9 million square feet of commercial and retail space anticipated based on the specific plan, establishing a true live-work-play environment. Tustin Marketplace Located just minutes from The Site, Tustin Marketplace is one of the region’s premier retail destinations, spanning over 1.2 million square feet with more than 120 stores and restaurants. Anchored by leading national brands and an expanding lineup of dining and entertainment concepts, the Marketplace continues to serve as a major regional draw. In May 2023, the Irvine City Council approved adjacent workforce housing, introducing new residential density within walking distance of retail and employment. The project is expected to generate nearly $30 million in annual spending, further energizing the surrounding commercial corridor. Old Town Tustin Old Town Tustin offers a complementary lifestyle experience, blending historic character with ongoing revitalization. Old Tustin features boutique retail, chef-driven restaurants, and community- oriented events that reinforce Old Town Tustin’s unique identity and neighborhood appeal. Positioned for Continued Growth With momentum accelerating across residential, retail, and mixed-use development, The Site is uniquely positioned to capitalize on and contribute to Tustin’s evolution into a dynamic, urbanized center within Orange County. QUICK ACCESS TO THRIVING HIGH-END RESTAURANTS Positioned in the center of Orange County and at the epicenter of the Tustin Legacy, Barranca & Armstrong represents the premier land opportunity in one of Orange County’s most affluent and rapidly transforming communities. OLD TOWN TUSTIN Barranca & Armstrong | Cushman & Wakefield | 7 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D NEWPORT BEACH 55 405 COSTA MESA IRVINE 8 | NWC Armstrong & Barranca 1 mi. TO THE 55 55 405 NEWPORT BEACHNEWPORT BEACH COSTA MESACOSTA MESA IRVINEIRVINE Spanning approximately 25 acres, the VKCC site in Irvine was acquired by a Lennar-backed company for $9.3 million per acre and is being developed into a for-sale residential community featuring townhomes and other attached product types. BARRANCA P K W Y BARRANCA P K W Y RE D H I L L A V E RE D H I L L A V E ARMSTR O N G A V E ARMSTR O N G A V EVON KARMAN AVEVON KARMAN AVEBarranca & Armstrong | Cushman & Wakefield | 8 The DistrictThe District Shopping CenterShopping Center Spanning nearly one million square feet with more than 80 shops, restaurants, and entertainment venues—including anchors like Costco, Target, Whole Foods, and an AMC theater. A ±52-acre site adjacent to Tustin Legacy Park is being transformed into a mixed-use development featuring an experiential retail concept alongside for-sale residential product, further advancing the area’s evolution into a premier live-work-play destination. THE SITE BARRANCA & ARMSTRONG, TUSTIN CA OFFERING GUIDELINES Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D THE SITE Offering Guidelines Project Vision The City of Tustin is offering Barranca & Armstrong, an approximately 44-acre land site located at the northwest corner of Armstrong Avenue and Barranca Parkway, for ground lease or sale to a qualified developer with the vision and capability to deliver a premier, legacy-defining project. The Site, which sits on approximately 44 acres, presents an unparalleled opportunity for the development of a unique, thoughtfully planned and cohesive project within Tustin Legacy. An ideal project will generally align with and build upon the vision and framework established in the Tustin Legacy Specific Plan (“SP- 1”), by integrating next-generation office uses designed to attract best-in-class companies with supportive retail/entertainment amenities, residential neighborhoods, and modern public open space elements that foster connectivity and a thriving community- oriented ecosystem. Alternative project concepts that may require discretionary adjustments to zoning, land use mix and product type in response to evolving market conditions and feasibility will also be considered. The Site presents a rare opportunity to deliver a transformational project at scale within Tustin Legacy, and in close proximity to John Wayne Aiport and major regional freeeways. Developer Qualifications The City of Tustin is seeking qualified developers to realize the vision of the project. Developers must meet the requirements outlined below and will be verified by C&W. • Proven success in executing and operating projects of comparable scale • Robust financial capabilities and consistent on-time project delivery Submission Process The City of Tustin and C&W will assess submitted proposals based on the criteria outlined in this offering memorandum. Following this evaluation, a recommendation may be made to the City Council for Developer selection. Depending on the quality of the proposals, the City may elect to narrow down prospective developers, request more refined proposals, and shorten the offering timeline (page 11). Upon selection, the City Council will enter into an Exclusive Negotiating Agreement (“ENA”) with the chosen Developer. This ENA will serve as the framework for negotiating the transaction details. DEVELOPER AND CITY EXPENSES The chosen Developer is to provide a deposit along with ENA execution to assist with City’s costs from the onset of negotiations, closing, and certificate of compliance (project completion). The selected Developer is to replenish the deposit periodically to ensure the City has available funding to cover consultant costs, legal review fees, real estate transaction expenses, and City staff time. The deposit is separate from entitlement, construction, bonding fees and costs. The selected Developer will pay for all development and construction costs which include traditional hard costs, soft costs, fees, and the City’s review costs which consist of staff time, consultant review and legal fees. • CONVEYANCE The Property will be conveyed or leased on an “as-is, where-is and with all faults” basis to Developer. Conveyance will occur subject to conditions within the Disposition and Development Agreement (“DDA”) or Ground Lease, one of which will include approved permit-ready plans. The Property is subject to the California Surplus Land Act (“SLA”). The mandatory Notice of Availability process for the Property was completed and there will be a covenant on the property requiring 15% of residential units be dedicated as affordable units if 10 or more residential units are ever developed on the Property. • PROJECT PERFORMANCE Developer will be selected based on its ability to timely close and execute the project. Proposals premised on speculative land holding will not be considered. Project and schedule performance standards will be included in the DDA or Ground Lease to ensure timely execution. Barranca & Armstrong | Cushman & Wakefield | 9 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D ±60 DAYS Round One - Proposals Submitted A call for offers date requesting Developers to submit a letter of intent and conceptual design proposal following the marketing period. III.Initial Review C&W & The City of Tustin to review qualified proposals. C&W to notify qualified Developers to proceed to Round Two. IV. ±60 DAYS Marketing Launch C&W will market the property for an approximately 60-day period. I.Questions Due Following the marketing launch, questions will be due within 3-weeks. Answers will be sent out to all Developers simultaneously. II. ±60 DAYS Developer Selection Based on review of proposals, C&W may reach out to a specific group of qualified Developers and ask them to submit additional information and participate in interviews with the City. Developers are expected to submit an improved offer, including but not limited to the following: • Offer price and detailed financial information • Due diligence process & timeline • Advanced design and architectural information VI.Round Two The City in its sole discretion, may direct C&W to communicate with a select number of Developers and ask them to submit additional information and participate in interviews with the City. Developers are expected to submit an improved offer, including but not limited to the following: • Offer price and detailed financial information • Due diligence process & timeline • Advanced design and architectural information V. Offering Timeline THE SITE Barranca & Armstrong | Cushman & Wakefield | 10 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D Format Developers must submit proposals that adhere to the follow ing format and organizational structure, as outlined below. Proposals should not exceed twenty (20) pages in total. Investment Entity • ORGANIZATIONAL STRUCTURE: Detail the investment entity, its structural organization, and the role of the primary negotiator. • AFFILIATIONS: Describe whether the investment entity has any associated subsidiary entities or related organizations. • PROJECT COMPLETION GUARANTOR: Specify the entity responsible for guaranteeing project completion, including its financial strength and existing obligations. Experience/Qualifications/References • RELEVANT PROJECT HISTORY: Showcase successful completion of comparable mixed-use projects within California, limit examples to three projects completed in the last 5 years, clearly stating the Developer’s role. • KEY PERSONNEL: Outline the backgrounds of key project team mem bers and their roles (Project Lead/staff, Consultant Team – Architect, General Contractor, Legal Counsel, etc.). • PRIOR PUBLIC SECTOR LAND TRANSFER EXPERIENCE: Describe the Devel oper ’s/legal team’s experience in previous negotiations with government bodies regarding land conveyance. • LEGAL MATTERS: Disclose any ongoing or past (within the last 10 years) legal actions involving a local, state, or federal agency, and explain. • ARCHITECTURAL AND DESIGN EXPERTISE: Provide details about the ar chitectural and design team, along with examples of constructed or entitled projects. 1. 2. Business Offer/Project Feasibility • PROPOSAL: Provide a summary of purchase price or Ground Lease terms. For purchase, include purchase price information on a single or multiple closings. For Ground Leases, include information such as initial term, extension options, right to purchase, right of first refus al/ right of first offer, rent escalations, Fair Market Value resets, etc. • ONE TIME AND/OR ONGOING BENEFITS: Provide a summary of any profit participation proposals, or other one-time or ongoing benefits to the City from the proposed land use/transaction. Project Financing/Financial Capacity • CAPITALIZATION STRUCTURE: Project financing details, including specific sources of funds. • EQUITY CONTRIBUTION: Specify the equity component and its role within the project (passive vs. active; preferred vs. common equity; internal vs. external Developers). • DEBT FINANCING: If applicable, provide information regarding the lender and loan terms. Narrative • PROJECT OVERVIEW: A comprehensive project description articulating the Developer’s vision. The Developer is expected to deliver the proj ect as represented in their proposal. Conceptual Vision/Architecture • PRELIMINARY SITE LAYOUT: Illustrate building footprints, parking areas, open spaces, and amenities. • DESIGN INSPIRATION: A collection of images representing the design intent and suggested materials. • PARKING PROVISIONS: Provide information on required parking, provided parking, parking dimensions, as well as any additional parking information based on land use (guest parking, accessible parking, public parking, etc.) Developer Terms • CONTINGENCIES: If any, please describe. 3. 4. 5. 6. 7. Submittal Requirements Round One - Letter of Intent & Conceptual Design Proposal: Barranca & Armstrong | Cushman & Wakefield | 11 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D Following Round One, qualified Developers will participate in the design and planning-focused Round Two with updated project financials reflecting a refined project design. Developers and their project team will have the opportunity through the interview process to ask questions and receive feedback on their project proposal. There will be an opportunity to adjust the proposal to reflect City feedback before final Developer selection. Architecture • DETAILED SITE PLAN • FLOOR PLANS • ELEVATIONS/RENDERINGS • CIRCULATION DIAGRAM • UNIQUE DESIGN ELEMENTS: Depict distinctive aspects and spaces within the project. • MATERIAL SELECTION: Specify proposed materials and finishes, including examples of similar applications in completed projects. • LANDSCAPING PLAN • AMENITY LAYOUT • TECHNICAL PROJECT SUMMARY: Include project information, compliance with relevant standards, and any proposed deviations on The Site plan. 1. Business Plan • UPDATED FINANCIAL MODEL: A financial model reflecting the proposed design, including a working quarterly cash flow projection from pre-development through completion, along with a static summary at build-out. (Submit a functioning Excel model with protected cells marked). Excel model should clearly state all underlying assumptions and provide a breakdown of land/lease costs, soft costs, hard costs and financing expenses in total and on a per-unit basis. Financial information should also include the metrics utilized in project underwriting (ROC, IRR, NPV, ROE, ROI, etc) • FUNDING SOURCES: Identify all sources and applications of project funding. • UPDATED PRICING: Please provide updated pricing that aligns with your refined Round Two proposed concept/proposal. • PROJECT TIMELINE: Outline key milestones from the start of pre-development through project completion. Developer Selection - Refined Proposal (Select Developers Only) Following Round Two, select Developers will be asked to submit a refined offer. Developers will be asked to improve their offering position based on the expectations outlined in the Round Two section. The most qualified developer with a compelling proposal will be selected to initiate negotiations with the City. Selection of the Developer does not constitute approval of the submitted proposal or final business terms. 2.Submittal Requirements Round Two - Revised Design & Business Plan (Qualified Developers Only) THE SITE THE SITE Barranca & Armstrong | Cushman & Wakefield | 12 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D NEWPORT BEACH 55 405 COSTA MESA IRVINE 13 | NWC Armstrong & Barranca 1 mi. TO THE 55 55 405 NEWPORT BEACHNEWPORT BEACH COSTA MESACOSTA MESA IRVINEIRVINE Spanning approximately 25 acres, the VKCC site in Irvine was acquired by a Lennar-backed company for $9.3 million per acre and is being developed into a for-sale residential community featuring townhomes and other attached product types. BARRANCA P K W Y BARRANCA P K W Y RE D H I L L A V E RE D H I L L A V E ARMSTR O N G A V E ARMSTR O N G A V EVON KARMAN AVEVON KARMAN AVEBarranca & Armstrong | Cushman & Wakefield | 13 The DistrictThe District Shopping CenterShopping Center Spanning nearly one million square feet with more than 80 shops, restaurants, and entertainment venues—including anchors like Costco, Target, Whole Foods, and an AMC theater. A ±52-acre site adjacent to Tustin Legacy Park is being transformed into a mixed-use development featuring an experiential retail concept alongside for-sale residential product, further advancing the area’s evolution into a premier live-work-play destination. THE SITE BARRANCA & ARMSTRONG, TUSTIN CA AREAOVERVIEW Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D S K II N G LO S A N G E L E S PA L M L A S V E G A S S P R I N G S S A N D I E G OB E A C H E S “Orange County is the geographic center of Southern California” • New Tech (Google) • Video Games (Blizzard) • Life Sciences (Edwards • Life Science) • Professional Sports • (Angels, Chargers, & • Ducks) • Healthcare (UCI Med Cntr • & HOAG+) • FinTech (Acorns) • Electric Vehicle (Rivian) • Andruil Industries • Walt Disney • Edwards Life Science • Masimo Corp • Rivian • Golden State Foods • Broadcom Inc. • PIMCO • Edwards Lifesciences Corp. • Chipotle Mexican Grill Inc. • Rivian Automotive Inc. • Skyworks Solutions Inc • Masimo Corp. • Envista Holdings Corp. • First American Financial Corp. • ICU Medical Inc. • Alteryx Inc. • Inari Medical Inc. • Ensign Group Inc. • Pacific Premier Bancorp Inc. • Sabra Health Care REIT • Axionics Inc • Boot Barn Holdings Inc. • Glaukos Corp • Sunstone Hotel Investors Inc • Alignment Healthcare Inc • CareTrust REIT Inc • Clean Energy Fuels Corps • Vizio Holding Corp • TTM Technologies Inc • Banc of California, Inc • Netlist Inc • Avid Bioservices Inc. • Xpotential Fitness Inc. • LoanDepot, Inc. OC Diverse Growth Industries $ 1B + Valuation Companies HQ in OC Orange County The Most Underrated Investment Market in Southern California With over 3 million people, Orange County extends across nearly 950 square miles with 42 miles of stunning coastline and encompasses 34 distinct vibrant cities. Its strategic location straddling between San Diego and Los Angeles makes Orange County the geographic logistical hub for Southern California. Orange County showcases an enviable Mediterranean climate and #2 nationally ranked John Wayne Airport for overall travelers’ satisfaction and “efficient access”. Famous for its world-renowned entertainment attractions including Disneyland and Knott’s Berry Farm, Orange County ranks #4 (source: Niche) in California as the most desired place to live, work and play. The county’s economy is supported with a diverse mix of technology, biotechnology and medical device industries and boasts the lowest sales tax in California. Orange County is home to several universities, including the University of California, Irvine, and Chapman University and is ranked #1 in Southern California for the most university educated workforce. 2ND SAFEST METROPOLITAN AREA IN US 2nd Safest MSA Source: fbi.gov Source: cdtfa.ca.gov Lowest Sales Tax in CA LA: 9.75% | SF: 8.63% OC: 7.75% 4TH LARGEST NORTH AMERICAN MARKET FOR WORKFORCE TALENT SPECIALIZING IN AI/TECH Tech Job Growth Source: beckerhospitalreview.com Barranca & Armstrong | Cushman & Wakefield | 14 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D POPULATION6th Most Populous County In The US (3.2M PEOPLE) CALIFORNIA-DEMOGRAPHICS.COM #1 Medical Device Manufacturing The UCI Medical Campus was completed in 2025, establishing itself as leading hub for medical device manufacturing, life sciences, and advanced patient care. Home to Multiple Nationally Recognized Universities in the United States • UC Irvine (US Ranked #6 Public)* • Cal State Fullerton (US Ranked #26 Public) • Chapman University (Top 110 National Universities) (source: forbes 2025 top college list) 42 Miles Of World Renowned Beaches Huntington Beach, Newport Beach, Crystal Cove, Laguna Beach, Dana Point and San Clemente Barranca & Armstrong | Cushman & Wakefield | 15 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D Represents the 6th largest county population in the U.S., the 2nd highest density in California, and over 12% population growth since 2010. POPULATION 3.2M Represents the 2nd largest workforce in California, 0.4% nonfarm employment growth between May 2024 and May 2025, and 4th largest tech talent workforce in North America. UNEMPLOYMENT RATE 3.8% Represents #5 most university educated County in the U.S., $1,140,000 median home value, and a quick 27 minute median work commute time. MEDIAN HOUSEHOLD INCOME $136,600 Orange County Demographics & Economic Strengths COUNTY TOTAL POPULATION TOTAL EMPLOYMENT TOTAL REGION PRODUCT ($IN B)EMPLOYMENT PER CAPITA GRP PER CAPITA GRP PER SQUARE MILE EMPLOYMENT PER SQUARE MILE San Diego 3,298,799 1,559,000 $262 0.47 $79,400 $62,150,000 371 San Bernardino 2,214,281 991,700 $123 0.45 $55,700 $5,015,000 49 Riverside 2,529,933 1,151,000 $115 0.32 $44,900 $13,200,000 242 Orange 3,170,435 1,586,500 $314 0.52 $99,500 $420,700,000 1,994 Los Angeles 9,757,179 4,912,70 $913 0.46 $94,600 $237,100,000 1,193 Source: labormarketinfo.edd.ca.gov Gross Regional Product and Employment Comparison Barranca & Armstrong | Cushman & Wakefield | 16 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D Ranked 9th In Nation IN OC SERVICE NEARLY 500,000 STUDENTS 643 Public Schools The District is in an aggressive expansion with school improvement projects being fueled by a 0.5% sales tax option passed by the voters of Orange County in 2002. Public Schools TRAVEL RELATED SPENDING 2024 $16.3B U.S. LARGE AIRPORT CUSTOMER SATISFACTION - JD POWER #1 FLIGHTS / MO. 10,000+ PASSENGERS TRAVELED THROUGH JOHN WAYNE AIRPORT 10.4M COUNTRIES 11 AIRLINES 14 ROUTES 180 MILLION PEOPLE VISITED CALIFORNIA IN 2025 279 Tourism Statistics John Wayne Airport Statistics INTERNATIONAL PASSENGERS 273,000 Additionally 23 miles North of the asset is Long Beach Airport, which is 20 miles South of LAX. Long Beach handles approximately 1.3M passengers a year on 3,243 flights and 74 routes. ARTS, ENTERTAINMENT AND RECREATION 1,246 TOTAL 9,239 ACCOMMODATIONS AND FOOD SERVICES 7,993 TOTAL ESTABLISHMENTS (FOR ALL SECTORS) 94,703 Arts, Entertainment, Accommodation + Food Establishments Why Orange County? Barranca & Armstrong | Cushman & Wakefield | 17 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D Orange County Residential Influx from LA & SF As of January 2026, the median home price across Orange County is approximately $1.15 million, reflecting a stabilization following several years of rapid appreciation. Despite moderating prices, housing demand remains strong as professionals continue relocating from higher-cost urban markets such as Los Angeles and San Francisco in search of improved quality of life near major employment centers. Orange County’s proximity to John Wayne Airport, extensive freeway network, coastal amenities, and concentration of technology, healthcare, finance, and professional services firms continues to attract both residents and businesses. Companies are increasingly drawn to the region for its high-quality office environments, walkable mixed-use districts, and balanced live-work-play lifestyle, reinforcing Orange County’s position as a premier alternative to traditional urban cores. San Francisco Los Angeles Orange County Orange County’s major employers are shown in the table below. The diversity of the employment base as well as the major employers for the County continue to provide for tremendous demand drivers for the commercial and residential segments of the real estate markets. No single employer dominates the market and most are in expansionary mode in terms of hiring and growth, consistent with that of the larger economy. LARGEST OC EMPLOYERS COMPANY # EMPLOYEES Walt Disney Co.36,000 University of CA Irvine 34,085 Providence 25,155 County of Orange 18,000 Kaiser Permanente 10,293 Hoag 8,081 Allied Universal 7,214 Albertsons/Vons/Pavilions 7,152 MemorialCare 6,326 Choc Childrens Hospital 5,555 Boeing Company 5,280 Costco Wholesale 5,029 Edwards 5,004 Six Flags 5,000 Cal State Fullerton 4,211 In-n-Out Burger 3,492 Applied Medical 3,488 AAA 3,317 Northgate Market 3,028 KPC Health 2,469 Irvine Company 2,400 OC Largest Employers Trailing 12 Months New Hiring in Orange County 122% 61% 45% 42% 33% 30% 19% 18% 16% 15% (Source: C&W Research, OCBJ) Barranca & Armstrong | Cushman & Wakefield | 18 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D PREMIER SHOPPING DESTINATIONS The District at Tustin Legacy South Coast Plaza Fashion Island Irvine Spectrum Center The Market Place Positioned at the Heart of the Best of Orange County THE DISTRICT THE OCV!BE PROJECT TUSTIN RANCH GOLF COURSE TUSTIN LEGACY42 MILES OF COASTLINE ANAHEIM STADIUM EXCLUSIVE GOLF CLUBS Tustin Ranch Golf Club Oak Creek Golf Club Strawberry Farms Golf Club Shady Canyon Golf Club Newport Beach Country Club Pelican Hill Golf Club EXCITING RECREATION Tustin Sports Park Tustin Legacy Linear Park (26 acres) Orange County Great Park Peters Canyon Regional Park OC Zoo & Irvine Regional Park Bark Barracks dog park at Tustin Legacy UPSCALE RESORTS The Resort at Pelican Hill Balboa Bay Resort Lido House, Newport Beach Vea Newport Beach Disneyland Hotel JW Marriott, Anaheim Resort AFFLUENT RESIDENTIAL COMMUNITIES Tustin Ranch Greenwood at Tustin Legacy Columbus Grove Orchard Hills (Irvine) Woodbridge (Irvine) Shady Canyon Newport Coast Barranca & Armstrong | Cushman & Wakefield | 19 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D The Henry Samueli School of Engineering ranked 31st among engineering schools whose highest degree is a doctorate. In 2021 The Paul Merage School of Business is ranked #70 nationally among fulltime MBA programs. Chapman ranked in the top 100 for best business schools in the US, and ranked #4 Top American Film School according to the U.S News and World Report & The Hollywood Reporter Chapman is ranked in the top 15% of American colleges and universities, including the highly ranked Fowler School of Law. Anaheim has the largest proportion of percent of people with a science or engineering degree at 10.6% of the total and is ranked #1 UCI is the second largest employer and one of the largest economic drivers in Orange County with an economic impact totaling $7 billion, annuallyUCI ranked 9th among the nations best public universities and 32nd among all national public and private universities, according to the annual US News & World Report America’s Best Colleges ranking of undergraduate programs at leading universities. Significant More than 36,600 undergraduate and graduate students and a high concentration of STEM (science, technology, engineering, and mathematics) related studies. Chapman offers 65 bachelor degrees, 57 minors, 17 accelerated and bridge, 53 masters, and 6 doctoral programs Barranca & Armstrong | Cushman & Wakefield | 20 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D Tustin, California is a centrally located city in Orange County, known for its rich military history, vibrant master-planned growth, and strong community character. Once home to the historic MCAS Tustin, the City has evolved into a dynamic blend of residential neighborhoods, corporate campuses, and retail destinations, anchored by the 1,600-acre Tustin Legacy Specific Plan. Tustin is home to The District at Tustin Legacy, a premier open-air shopping, dining, and entertainment center, as well as The Flight, a cutting-edge creative office campus with the popular Mess Hall Market food hall. The City’s walkable neighborhoods, abundant parks, and top-rated schools—served by Tustin Unified School District—contribute to its reputation as one of Orange County’s most desirable places to live. Positioned between Irvine, Costa Mesa, and Santa Ana, Tustin enjoys exceptional freeway access via the I-5, SR-55, and I-405, offering residents and businesses seamless connectivity to all of Southern California. Tustin Notable Employers: “The fastest growing city in Orange County, 50% higher than all Orange County” (Growth rate 2013-2023; Source: World Population Review) Tustin $112,000 MEDIAN HOUSEHOLD INCOME 50%+ BACHELOR’S DEGREE OR HIGHER 36.8 Years MEDIAN AGE $1.25M AVERAGE HOME PRICE 79,000 POPULATION 3,700 NUMBER OF BUSINESSES Barranca & Armstrong | Cushman & Wakefield | 21 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D Tustin Metrolink Station: The Tustin Metrolink Station, located at 2975 Edinger Avenue, is just 2 to 3 miles east of The Site and serves as a key transit hub for the region. The station offers access to both the Orange County Line, which connects to Downtown Los Angeles and multiple Orange County cities, and the Inland Empire–Orange County Line, which provides service between coastal Orange County and the Inland Empire. The station features a multi-level parking structure with over 800 spaces, is serviced by OC Bus routes, and offers seamless commuter access to major employment centers, making it a strategic amenity for future office, residential, or mixed-use development at The Site.Santa Ana River55 73 5 405 5 J a m b oree Rd SGolf Club Tustin Ranch School Elementary California Magnet School Elementary Davis UCI Huntington State Square Windsor Village Pacific ParkPico-Lowell Square Wilshire Shadow Run Canyon Lower Peters Evergreen Cedar View SaddlebackSanta Anita Valley West Grove Sandpointe University ParkJoaquin Rancho San Memorial Park Santa Ana Complex Irvine Business El Camino Real Baker Rosewood Woodbridge Shady Canyon Town Center University Costa Mesa Downtown Turtle Rock Oak Creek Walnut C y press Village Northwood Quail Hill Tustin Valley Fountain Santa Ana Costa Mesa Irvine 73 55 55 5 5 405 405 405 405 405 AirportWayne John Irvine Santa Ana Costa Mesa Newport Beach GroveGarden Tustin Legacy Park CaliforniaSouthernVanguard University of CollegeCoastOrange UniversityConcordia IrvineCaliforniaUniversity of Valley CollegeIrvine PlazaCoastSouth CoastAt South Metro Pointe StationMetrolinkPlazaCostco LegacyTustin The District At Costa MesaReserve BaseUS Army Communities HospitalCoastaland Medical CenterValley Regional HospitalFountain Hoag Hospital Irvine ClubCountryMesa Verde Golf CourseWillowick Course GolfMile Square Memorial Golf CourseL. BakerDavid ClubCountry Santa Ana ClubCountryCosta Mesa CourseNewport Beach Golf Golf CourseJoaquin Rancho San Golf ClubFarmsStrawberry Golf ClubShady Canyon ClubGolf Oak Cr eek Golf Club RanchTustinAveGrandStN Fairview Ana B lv dE Sa n ta DrMariners Jamboree RdIrv i ne Av eBristol StSanta Ana AveAveIrvineJerey RdStE 4Th Edinger A ve AveAtlanta Macarthur Bl vdAveHamilton Harbor BlvdE Dyer Rd University Dr W Warner Ave Garfield Ave Ave W arner Red H i l l Av e W 1St St E 1St St St E Ba k e r AveYorktown Main St Av e W a l n u t Alton Pky Jam b o ree RdJamboree RdPark PlTalbert Ave E 1 9 T h S t Baker St Tr a b u c o R d Irvine Blvd W Warner Ave W Y a l e Loo p W Yale LoopT u s t i n R a n c h R d Ave W Edinger E Edinger Ave Bolsa Ave Adams Ave Ellis AveBrookhurst StWarner Ave Yale A v e Yale AveSuperior AveW 1St St Sand Canyon AveMichel so n Dr E Y a le LoopBarranca PkyStS Main Walnut A v e Culver DrTurtle Roc k D rSt N Bristol Dr Ca m pus Irvine AveStFairview Euclid StWard StEuclid StIrvine Blvd Harv a r d A veIr v i n e C e n t e r D r Ford RdS Bristol StPlacentia AveS Euclid StS Harbor BlvdW Macarthur Blvd W Edinger AveS Harbor BlvdM acar t hur BlvdFairview RdHarva r d A v eS Grand AveBo ni t a Canyon Dr C a m p u s D rS Bristol StCanyon R dLaguna 133 E 17Th St Victoria St S Main StJamboree RdSantiago DrEastblu Dr Newport AveP k y Al t o nS Fairview StS Grand AveE Yale LoopCampus Dr¯0 2 Miles !^ 1 mile CONTINUED Tustin Local Map THE SITE THE SITE !Barranca & Armstrong | Cushman & Wakefield | 22 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D Tustin and Orange County have experienced strong and largely parallel home price appreciation since 2020, with values increasing to approximately $1.1M+, while Los Angeles has trailed at lower price points with more moderate growth. California overall has shown steady but less pronounced gains. The sustained pricing strength in Tustin reflects continued demand for high-quality, suburban infill locations within Orange County. TUSTIN LOS ANGELES ORANGE COUNTY CALIFORNIA TUSTIN LOS ANGELES Year-Over-Year Growth -2.00% -1.00% 0.00% 1.00% 2.00% 3.00% 4.00% 5.00% 6.00% 7.00% 1995 2000 2005 2010 2015 2020 2025YOY Population Growth Year Tustin vs OC YOY Population Growth Tustin vs Los Angeles Home Price Growth Barranca & Armstrong | Cushman & Wakefield | 23 Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D Jeffrey Cole +1 949 955 7652 jeff.cole@cushwake.com Lic #00833681 Kristen Schottmiller Associate +1 949 930 4364 kristen.schottmiller@cushwake.com Lic #02122088 Nico Napolitano +1 949 955 7642 nico.napolitano@cushwake.com Lic #01962860 Ted Terry Financial Analyst 949 500 1218 ted.terry@cushwake.com Lic. #02196729 SALE ADVISORS BARRANCA & ARMSTRONG TUSTIN, CA Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D No. Land Use Program Full or Partial Site Ad-Hoc Committee Recommendation to Advance to Rd 2 1A Mix of Uses Office, Hotel, Retail, For-Sale Residential, Multi-Family Residential, Affordable Housing Full Site Yes 1B Mix of Uses Office, Hotel, Retail, For-Sale Residential, Affordable Housing Full Site Yes 1C Mix of Uses Office, Hotel, Retail, For-Sale Residential, Affordable Housing Full Site Yes 2 Mix of Uses Office, Retail, For-Sale Residential, Multi- Family Residential, Affordable Housing Full Site No 3 Mix of Uses Office, For-Sale Residential, Multi-Family Residential, Affordable Housing Full Site Yes 4 Mix of Uses Office, Hotel, Retail, For-Sale Residential, Multi-Family Residential, Affordable Housing Full Site Yes 5 Mix of Uses Office, Retail, For-Sale Residential, Affordable Housing Full Site Yes 6 Mix of Uses Office, Hotel, For-Sale Residential, Multi- Family Residential, Affordable Housing Full Site No 7 Mix of Uses Office, Retail, For-Sale Residential, Multi- Family Residential, Affordable Housing Full Site No 8 Mix of Uses Office, Food & Beverage, Retail Partial Yes 9 Office Office Partial No 10 Residential For-Sale Residential Partial No 11 Residential For-Sale Residential Partial Yes 12A Residential For-Sale Residential Partial No 12B Residential For-Sale Residential, Affordable Housing Partial No 13A Residential For-Sale Residential Partial No 13B Residential For-Sale Residential, Affordable Housing Partial No 14 Residential For-Sale Residential, Multi-Family Residential, Affordable Housing Partial No 15A Residential Multi-Family Residential Partial Yes 15B Residential Mult-Family Residential, Affordable Housing Partial Yes 16 Residential Multi-Family Residential Partial No 17 Residential Affordable Housing Partial No 18 Residential Affordable Housing Partial No 19 Residential Affordable Housing Partial No 20 Entertainment Sport Facility Partial No 21 Religious Church Facility Partial No 22 Commercial Gas Station, Retail, Car Wash Partial No 23 Hospitality Hotel Partial No 24 Health & Wellness Health Center, For-Sale Residential Partial No Docusign Envelope ID: E2DC75E3-B961-8340-82B7-742E29300F9BDocusign Envelope ID: CE755456-64B1-8993-82DD-230CFC1C9D9D