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Opportunity Zone Project: Kerrville, Texas

Sanjana Bysani, Matthew Florence, Joe Holmes, Clint McClellen, Tyler Retzloff

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Kerrville, Texas

  • Kerrville is located in central Texas along the banks of the Guadalupe River and the community is known as the capital of the Texas Hill Country
  • Population: 27,323 (2016 ACS Housing Summary)
  • Centralized location:
    • → Fredericksburg ~ 30 min. drive
    • → Boerne ~ 30 min. drive
    • → San Antonio ~ 1 hour. drive
    • → Austin ~ 1 hour & 50 min. drive

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What is the Opportunity Zone?

  • Opportunity Zones are a community development program established by Congress in the Tax Cuts and Jobs Act of 2017 to encourage long-term investments in low-income urban and rural communities nationwide.

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Project proposal: Active living community with on site medical district

What is an active living community with on site medical district?

An active living senior centre consisting of single family units, condominiums, and assisted living multifamily structures along with a medical district which includes facilities for first emergency responses and other activities such as physiotherapy, clinical tests, wellness gym, etc.

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Property Productivity Analysis

Focuses on product identification.

Determined by 3 characteristics:

Physical attributes

Legal attributes

Locational / Urban growth attributes.

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Delineate the Market

User group identification for the property productivity.

Population in census tract : 5623

50+ years population in census tract : 2294

Market segmentation on property type:

Commercial: Medical district

Residential: Active living

Industrial: Medical equipments / instruments

Retail

Office

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Demand Analysis

The opportunity zone within Kerrville lacks senior style residencies. It includes three tapestry household groups from ESRI.

  • Midlife Constants (47%)
  • Small Town Simplicity (37.8%)
  • Southwestern Families (15.2%)

Implementing an active senior living community co-located with a medical services branch in the opportunity zone would offer a nice transition for those coming from the Midlife Constants & Small Town Simplicity’s groups.

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Demand Analysis

10-year average multi-family absorption in units

  • 2018 12 month absorption in units: 62

10-year average office net absorption in SF

  • 2018 12 month net absorption in SF: 10.3 K

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Supply Analysis

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Existing stock

Office 2013-2018

Multi family 2013-2018

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Market Supply

The dramatic drop in the average months on the market when the new square footage of office space was available for lease indicates the presence of rapid consumption of this new office space.

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Supply Analysis

$49,831,154

10,036

$4,965.24

Average spent

on healthcare

# of households

Spent on healthcare in 2018

To put this into perspective….

$26,479,961 was spent on recreation/entertainment in Kerrville

$27,903,544 was spent on dining outside the home in Kerrville

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Market Condition Analysis

Unemployment:

Kerrville = 3.7%

National = 5.2%

Vacancy: 4.1%

Median Home Costs: $157k

Rental Rates: $794/month per person

Household Income: $38k

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Market Condition Analysis:

Multi-Family:

Office:

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Subject Marketability Analysis

Office Submarket Capture Rate Highlights:

Total Buildings = 90

Vacant - 3% = 20.9k SF

Leased - 97% = ~696k SF

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Sources

ESRI - Business Analyst and Community Analyst

Social Explorer

CoStar

USGS Soil Survey

Google Earth