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10 Staff Report - North Forty Specific Plan AreaCOUNCIL AGENDA REPORT DATE: June 2, 1999 TO: MAYOR AND TOCOUNCIL FROM: TOWN MANAGER SUBJECT: MEETING DATE: 6/07//99 ITEM NO. ACCEPT REPORT REGARDING ECONOMICS RESEARCH ASSOCIATES UPDATED MARKET STUDY FOR THE NORTH FORTY SPECIFIC PLAN AREA. RECOMMENDATION: Accept Report and referral to the General Plan Committee and Planning Commission. DISCUSSION: On December 7, 1998, the Town Council authorized the Town Manager to execute a contract for Economics Research Associates (ERA) to update the 1991 Final Market Study and Business Development Strategy Report for the North Forty Specific Plan Area. ERA completed the Final Report Market Study on schedule and within the budget authorized by the Council. Attachment #1 is a copy of the Market Study provided by the Planning Director for the Town Council to review prior to the completion of the North 40 Specific Plan Administrative Draft. Council should accept the report and refer the report to the General Plan Committee and Planning Commission for review in conjunction with their analysis of the upcoming Administrative Draft. ENVIRONMENTAL ASSESSMENTS: Is not a project defined under CEQA, and no further action is required. FISCAL IMPACT: None. Attachments: ERA Final Report: Market Analysis in Support of the North 40 Specific Plan LEB:EO N:\DEV\CNCLRPTS\ERAUPDTE.TC3 PREPARED BY: LEE E. BOWMA PLANNING DIRECTOR Reviewed by: flAttorney N Finance Revised: 6/2/99 11:59 am Reformatted: 10/23/95 ERA Economics Research Associates Final Report MARKET ANALYSIS IN SUPPORT OF THE NORTH 40 SPECIFIC PLAN Prepared for Town of Los Gatos April 1999 Prepared by Economics Research Associates ERA Project No. 12970 388 Market Street Suite 1580 San Francisco, CA 94111 ERA is affiliated with Drivers Jonas 415.956. 8152 FAX 41 5.956.5274 www erasf corn/eras( Los Angeles San Francisco Diego ����,��, Chicago Dallas WashingtooanLJldn_�g� 1 I TABLE OF CONTENTS Section page I INTRODUCTION I- 1 Project Overview I- 1 II EXECUTIVE SUMMARY II- 1 Market Analysis Conclusions II- I Land Economics of North 40 Development II- 2 Impact on Existing Businesses II- 3 III LOCAL AND REGIONAL OVERVIEW III- 1 Regional Outlook III- 1 Market Area Description III- 2 Strengths and Weaknesses of the North 40 Site III- 3 IV RETAIL MARKET ANALYSIS IV- 1 Los Gatos' Retail Health IV- 1 Market Area Competitive Supply IV- 3 Retail Demand Forecast IV- 4 V CINEMA MARKET ANALYSIS V- 1 Industry Trends V- 1 Regional Cinema Market V- 2 Future Supply and Cinema Competition V- 4 Cinema Demand Forecast V- 5 VI OFFICE MARKET ANALYSIS VI- 1 Current and Historic Office Demand VI- 1 Office Supply Characteristics and Performance VI- 2 Future Competitive Office Supply VI- 3 Office Demand Forecast VI- 4 VII HOTEL MARKET ANALYSIS VII- 1 Market Area Lodging Revenues VII- 1 Room Rates and Occupancy VII- 2 Competitive Hotel Supply VII- 3 Hotel Demand Forecast VII- 3 VIII FISCAL IMPACT OF LAND USES VIII- 1 Section I INTRODUCTION PROJECT OVERVIEW The Town of Los Gatos requested that Economics Research Associates (ERA) conduct a market study for the North 40 Specific Plan Area in order to assess the site's realistic development potential. This project aims to identify ways that the Town can encourage successful development of the North 40 site by adding to the range of goods and services currently available to Los Gatos citizens, strengthening the Town's overall fiscal position, and allowing existing businesses in other areas of the Town to continue to thrive. ERA conducted a similar study in 1991 which considered the North 40 site as well as the downtown and Los Gatos Blvd areas. The conclusions of our analysis and our recommendations for Town action are summarized up front, in Section II. Section III briefly describes economic and demographic forecasts for the region and the market area. Sections IV through VII analyze existing and forecast market support for each development type: retail, cinema, office and hotel uses. For each use, we discuss both the likelihood of development at the North 40 as well as the potential impact of such development on existing Los Gatos businesses. The goal of each analysis is to identify uses, market segments, and scales of development which will blend well with the Town's current mix. Section VIII ultimately outlines the fiscal implications for the Town of realistic land use scenarios. William W. Lee, Senior Vice President, served as project manager for this study. Robert Stevenson, Associate, assisted in data collection, analysis and report preparation. Economics Research Associates I-1 Section II EXECUTIVE SUMMARY MARKET ANALYSIS CONCLUSIONS The real estate market analysis, intended as a reality check for the North 40 Specific Plan, indicates considerable demand for a number of commercial uses for this strategically located property. No single use is able to dominate because of the following: • The size of the parcel is substantial, in excess of 40 acres. • Land values have escalated very quickly in Santa Clara County during the past two or three years, and land absorption supported by a single use will have difficulty taking down the entire parcel. • Multiple uses provide the developers a much better opportunity to design a project that is more in keeping with the smaller scale character of Los Gatos. Office 34% Forecast Land Use Demand Hotel 8% Cinema 11% Retail 47% The results of the market analysis are summarized in Table II-1. The market analysis indicates that 55 to 60 percent of the 40.9 acres should be devoted to retail, restaurant and cinema uses. The approximately 24 acres targeted for these uses could accommodate 250,000 square feet of home furnishings, hardware, building materials, restaurant and specialty retail types of uses. Possible tenants range from Expo Design Center to Restoration Hardware. The cinema complex should not be simply another mid market multiplex, like the Economics Research Associates II-1 Saratoga 14, but should have fewer and larger theaters (possibly six to eight screens) with very high quality exterior design, decor and furnishings. Pacific Theaters of Hollywood specializes in the top end of the cinema market and could be a candidate. The market analysis indicates that the other 40 to 45 percent, or approximately 17 acres, should be planned for office and hotel uses, suggesting 300,000 square feet of office space developed in smaller buildings over an eight to ten year period and one hotel of approximately 150 rooms built in the 2003 to 2004 time frame. This combination of uses best serves the three economic development objectives we used to guide this assignment: • Reflect the land value interests of the land owners. • Protect the long term fiscal interest of the Town. • Minimize the adverse competitive impact on local businesses. LAND ECONOMICS OF NORTH 40 DEVELOPMENT The highest and best economic use of this property depends upon one's perspective. Because of the very high office rents in Los Gatos, office development currently supports the highest land value. However, the limited depth of the local office market suggests that devoting all or nearly all of the site to office development would be a high risk strategy. From the landowners' perspective, the land values supported by the planned development would rank as follows. Land Use Value Range Per SF Office $40 to $60 Hotel $25 to $35 Retail/Restaurant/Cinema $20 to $30 From the fiscal perspective of the Town of Los Gatos, the land use priorities are very different; and they rank as follows. Economics Research Associates II-2 Land Use Fiscal Balance per Acre Hotel $132,000 Retail/Restaurant $25,000 Cinema $3,000 Office ($7,000) IMPACT ON EXISTING BUSINESSES During 1990-91, meetings of the Commercial Specific Plan Committee, citizens and local business groups identified a number of issues concerning potential development at the North 40 site. Input regarding the site's development was carried forward and incorporated into the guiding principles presented in the Route 85 and Vasona Light Rail Element of the Town's General Plan. These principles state that commercial development at the site shall: 1) complement rather than compete with existing businesses; 2) provide new services to residents in the Town; and 3) be designed to maintain the character of Los Gatos, The North 40's potential competitive impact on existing businesses and its implications for the Town's character are discussed below. At this stage, without a more defined development project including the actual tenant mix, a quantitative impact assessment is premature. Office Development • Supports restaurants and shops in the Town. • Increases demand for local housing and drives up home prices. • Because of high office rents and low vacancies, existing local office buildings would likely not suffer very significant adverse impacts from the additional competition. • Strengthens local hotel demand. • Can share parking facilities with cinema and other evening uses to improve development economics. Economics Research Associates II-3 Hotel Development • Will likely have minor to moderate competitive impact on the revenue flow to local hotels. • Will encourage older and less competitive local hotels to invest in upgrading. • Will increase local restaurant and retail business volumes slightly. • Clearly is the best revenue generator for the Town. Cinema Development • Will strengthen the evening and weekend trade for local restaurants and specialty shops. • Can share parking facilities with office and other primarily day time uses to improve development economics. • Will have competitive impact on the existing movie theater in town. Retail and Restaurant Development • Market demand exists to support the additional retail and restaurant development. • Actual competitive impact will depend upon the exact size and tenant mix of the development project, many local shops and restaurants will benefit but a few direct competitors could suffer. Economics Research Associates II-4 (Cummulative Totals) 48 w LV 6i a o 0 � � r -- a .--. .-. .--t 00 .--. en 0 • 00 %00 I 2010 Built Sqft Acres Cr,r ' 00 <7 rn O O O O O O a,.6 O O O NO O O O O O r- 2005 Built Sqft Acres Q1 stD 00 .O et M \D 4 N C\ V M V"1 N M O O O O O O O� 0 O .6 O O O N 0 O n 2002 Built Sqft Acres C I .O C- f- O O O O 0 0 O O CT N O O 0 O VD O 0 0 O 00 1 M rn M 0 0 0 M O in O V"1 O Land Use Retail Home Furnishings Building Materials Specialty Retail/Restaurants Cinema Office Hotel 'Acreage Source: ERA Section III LOCAL AND REGIONAL OVERVIEW This section presents an overview of economic forecasts for the region and the market area surrounding the North 40 site, as well as a discussion of the site itself. We begin by presenting a brief overview of local and regional economic conditions. Population, income and employment growth figures set the stage for analysis of all four development types considered in this report. We then describe the market area within which new uses at the North 40 site would compete. We end this section by describing the strengths and weaknesses of the site itself. REGIONAL OUTLOOK Santa Clara County has experienced tremendous job growth during the 1990s, driven primarily by the computer software industry. The area rebounded strongly after losing nearly 30,000 jobs during the recession of the early 1990s, adding over 150,000 jobs during the past five years to reach a present total of nearly one million. Growth has averaged over four percent annually during the latter part of the decade and unemployment has fallen to an extremely low three percent. Table III-1 presents historical employment figures and future projections for Santa Clara County estimated by the Association of Bay Area Governments (ABAG). Job growth rates are expected to decline to more sustainable levels during the approaching decades, growing at just above one percent annually between 2000 and 2015. This leveling off is expected in part due to the extreme job growth of the 1990s coupled with a very tight housing market, rising land costs, and longer and longer commutes to affordable housing. Population growth in the county has not nearly kept pace with job growth, inducing growing numbers of workers from outside the Bay Area to commute into Santa Clara County to work each day. Despite mounting challenges to continued growth, the area's economy, as described by the 1999 "Index of Silicon Valley," appears well positioned for continued expansion in the future. Growth during 1998 has not reached the levels experienced during the previous few years, but gains remain strong. The number of fast-growing "gazelle" companies (starting with at least one million dollars in sales and experiencing annual compounded growth of 20 percent for four consecutive years) has continued to increase from 64 in 1997 to 92 in 1998. Venture capital investments continue to increase, growing by 14 percent in 1998 to reach Economics Research Associates III-1 S3.3 billion. Research -and -development -related employment remains at three times the national average, and value added per employee, a measure of productivity, has continued to increase at about six percent annually during the 1990s. MARKET AREA DESCRIPTION Northern Santa Clara County remains the corporate center for many of the older, established Silicon Valley firms, but many new software and computer network firms are locating in areas where new campuses can be assembled, such as north San Jose, Milpitas, and Santa Clara. Los Gatos is located in the West Valley area, where a high proportion of Silicon Valley executives now reside. Compared with many other parts of the county, limited land availability in the West Valley has restricted real estate development and employment growth. Population growth in the area has remained below county -wide levels during the 1990s, and the outlook for future growth appears similar. Tables III-2 and III-3 present ABAG population and household figures, historic and projected, for Los Gatos and surrounding communities between 1990 and 2015. Population and household figures for each jurisdiction include areas within the sphere of influence rather than just incorporated boundaries. The "market area" discussed in this report varies according to the types of development under consideration. People will travel considerable distances to compare furniture quality and prices, for example, while stopping nearby their home for most groceries and convenience goods. In general, however, the market area for the North 40 site, with its immediate access to highways running in every direction, includes the population presented in Table III-2. The geographic area, lying within six miles of the Highway 85 and Highway 17 interchange, contains a population of over 400,000. The area includes the Town of Los Gatos and the cities of Campbell, Cupertino, Monte Sereno, and Saratoga. The market area also includes the western portion of San Jose (approximately 25 percent of the city's total population), the southern portion of Santa Clara (approximately 20 percent of the population), and a share of unincorporated areas near Los Gatos. Figure III-1 presents a map of the market area. Market area population is expected to grow at about one half of one percent annually during 2000 through 2015. This represents a significant decrease from the growth rate of one and one half percent annually during the 1990s. Household growth rates are expected to remain stable, having increased at about half the rate of population growth during the 1990s-- Economics Research Associates III-2 reflecting increasing household sizes. Household growth is expected to increase faster during the next fifteen years, compared with population growth, reflecting reductions in household sizes during the period. While population and households in the market area will increase slowly, household incomes will continue to grow dramatically. Table III-4 presents average (mean) income figures for the market area forecast by ABAG through 2015. From an average income of over $80,000 in 1995, market area households increased their real earnings nearly two percent annually during the following years, and they are expected to increase their income more quickly than the average county household through 2015. Households in the market area will continue to earn between ten and twelve percent more, on average, than households in Santa Clara County as a whole. The majority of this earning power is concentrated in the areas immediately surrounding the North 40 site, Los Gatos itself, Monte Sereno, and Saratoga. Additionally, possession of stocks and other forms of wealth are likely higher in the West Valley area than many other parts of Santa Clara County; such wealth is typically not reflected in income figures. STRENGTHS AND WEAKNESSES OF THE NORTH 40 SITE The North 40 site is well located to capitalize on market demand for a variety of land uses. The site boasts extremely good visibility from both Highway 17 and Highway 85, the former a growing corridor for traffic commuting east from Santa Cruz and west toward downtown San Jose, and the latter the main connector through a string of affluent West Valley communities. Visibility figures prominently in location decisions for destination retailers, cinema complexes, hotels, and to a large extent even office buildings. The North 40 site also benefits from high levels of accessibility. Freeway offramps at Lark Avenue and Bascom Avenue service the site from both north and south. Frontage along Bascom Avenue also establishes the site, both in terms of visibility and access, on one of the principal thoroughfares in the West Valley area. As a large, relatively undeveloped site, the North 40 represents an increasingly rare commodity in the West Valley area. The North 40 can be included in a very select group of properties in the area which combine a large developable area with high visibility and easy regional access. Location in Los Gatos also enhances the sites marketability. The Town is viewed as an extremely attractive and safe community, a draw for all of the land uses discussed. The Town is currently well known as a destination. Its qualities include pleasant, pedestrian - Economics Research Associates III-3 oriented environments, clusters of specialty shops and restaurants, and other amenities which are attractive to operators of offices, hotels and cinemas. Overall, the Town itself acts as a strong incentive for development. On the other hand, while the North 40 site is situated very near to Los Gatos' many amenities, as a freeway -side location next to a main arterial, it cannot offer quite the appeal of downtown and hillside areas. Office space along University Avenue offers a park -like setting next to the Vasona Reservoir, and downtown hotels offer immediate access to restaurants and shopping. The North 40 is located close enough to these attractions to benefit the site, but its main appeal to developers relates to freeway access and visibility. Economics Research Associates III-4 Table 111-1 NON-AGRICULTURAL EMPLOYMENT IN SANTA CLARA COUNTY, 1990-2015 0 0 0 0 o c c o 0 0 0 C, 00 C` [� -- r- M O -- o o 0 0 0 0 0 o c �D Vl 01 Vl M N O N O O -- 4 O O -- O -- 0 0 0 0 0 0 0 e o 0 0 V V7 V1 00 M 00 Vl O -- 4 M M M -- kr1 O 4 \ \ \ \ \ \ \ \ \ \ 0 0 0 0 0 0 0 0 0 0 O V' d' �D O N " M O -- M O O Os O 00 OM o O r 0 b 0 O O O -. O N a a,enoo00 O 4 Q 01 00 N `O r p to CT M M �, en 00 ten — M V ry ten en 00 ' en 00000 r- 1 ON 00 a r "? M r vl vl 'i . N r r (�,i 4 Cr, O O a V kn M M try M l� kr) M Vl M 00 D 0 0 0 0 0 r 00 - 00 O O •n D v) N v1 O N r N cr N M [- '- M 00 M -M a o O O o O 0 O O 0 C N 0o ' -- 00 ^ N N M .r M r- (-n 00 (NI M M LO M i/1 O O R O t '"? N et N <7). -, 00 71 00 N N O^ 00 N N O N M N v1 N M r- .- N N N 00 O O O O O O O O O O 0 CLr) 00 - 0 r O 0 N h r — Q\ a N O M r- Q .--. V'1 O 0 N 0 N M Vl ., ten N N 00 Construction A Government Total Non-Ag. Jobs Manufacturing and Business Services jobs are counted in Services High Technology jobs are counted Source: ABAG Projections 1998, ERA FIGURE 1II-1: NORTH 40 MARKET AREA Table III-2 MARKET AREA POPULATION 1990-2015 Change 2000-15 Pop. Avg. Ann. 0 0 0 0 o c c o N M [� N ,--. Cr, 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O O O O O 00 O N 4) v'i co, N C w N v'i I- .-. r N c Lrl O O O O M M Change 1990-00 Pop. Avg. Ann. o e o 0 0 0 \\ rh 0 0 O O el Cl N .m Nl O - �O r vO M O v> O [� O N \O M M 00 t7 O V v7 rt ,D ,O N r+l M o O ,O 00 V1 O N O O N VI O O N O O O N V) o O. O O\ Qs 31,068 33,400 35,400 35,700 35,900 36,000 39,194 40,900 43,500 43,800 44,300 44,000 47,447 50,500 54,300 55,400 56,100 56,100 3,900 4,100 4,300 4,500 4,500 4,500 205,430 219,975 241,900 253,700 263,800 269,800 18,734 19,660 20,740 20,980 21,140 21,520 28,873 30,200 32,500 32,900 32,900 33,000 4,535 4,620 5,100 5,370 5,640 5,820 379,180 403,355 437,740 452,350 464,280 470,740 Percent in Market Area e o o o 0 0 0 0 0 0 0 kn O O O O O O O N N O M y e CA 'C C. 0 L I,.._ 0 izi ea d Q 6! ,= i/i H U ea L aC v �. ; �a . -.. G G. = C C L '0 �UUecnci cila ra . r F Source: ABAG Projections 1998, ERA Table 1II-3 MARKET AREA HOUSEHOLDS 1990-2015 Change 2000-15 I HH Avg. Ann. M -:r so CT rn N 0 0 0 0 0 0 0 - O O O O ,n (-.1 O O 00 r1 N N rr1 0 N •-- O kr) v') r7 r- O r- O 'O Change 1990-00 HH Avg. Ann. 0 0000 0 00 in r7 0 CT O rn 0 0 0 0 -- O O -- r— -- 00 v O -- 0 Qr, 00 O N 01 N N 0 0 V ^-' ^ N '0 .-.. --- 0- N O r- en O .. O N O O N I O O N O O O N in Os O's 1. Q, Os vl 12,863 13,250 13,560 13,820 14,070 14,270 16,609 16,660 17,090 17,560 17,970 18,200 17,992 18,470 19,100 19,650 20,030 20,380 1,336 1,370 1,460 1,540 1,580 1,590 65,804 68,480 72,700 76,938 81,320 83,725 7,333 7,418 7,554 7,702 7,862 8,076 10,346 10,490 10,970 11,180 11,380 11,500 1,391 1,422 1,557 1,683 1,794 1,857 133,674 137,560 143,991 150,073 156,006 159,598 Percent in Market Area 00000 eo 0 O O O O v-, O O O O O O O N N O Nl Sub -area 'O O d i 6 ci v o o u v) E a C 7- to C PI el e aUUev):ncn Q E• EO• Source: ABAG Projections 1998, ERA O ON a W O 7 ca O Gal 0 z Gnarl G Gra � Q a 4 • Qces ✓ cv v� co c M 00. CO N M NO .-.. N .-. o 0 0 0 0 CO 01 M ON 'r O ,D r r O� O N M N N O 0 L ea 0 0 O 0 0 0 0 00 N N in ao Le-)M r O N,-. �D I--M rD 00 00 M — O _ 69 69 69 0000(600,o OOOi VD O O r • M o0 N O 00 r M Ul r N N CO 69 64 0 0 0 0 0 0 0 0 0 0 en 7 00 00 0 u-O ▪ ^ N 00 00 .--. vc 00 r r 0 N 00 a N N •--• 69 69 69 0 0 0 0 0 0 0 0 0 o 00 O 00 0 0 00 O 0 N 00 Lei 0 M r r 0 M N. ••-• N,O •-• er r VO r •--• 00 a _ •--• N ._. .-. 69 69 69 0 0 0 0 0 0 0 0 0 o 0 0 0 O coM 0r 0N 000 0 0 00 'f u> M vO OO O. VD VD Vl C. r 0o 69 \ o in�f M N en N VO 0o I r- tr N r N 0 ✓ a 0 enO r O 0 ON v1 00 ,.O VD '.O en 00 r t- ier, 69 69 cee 0 ti eel 00 Santa Clara Santa Clara County 0 00 Source: ABAG Projections 1998, ERA Section IV RETAIL MARKET ANALYSIS This section considers the market for retail development at the North 40. We begin by analyzing Los Gatos' current retail health, opportunities for expanding the Town's range of retail goods and services, and competition for retail spending from other communities and from new developments. We ultimately forecast demand at the North 40 site for the range of goods we consider strategically compatible with the Town's goals and with existing and projected market conditions. LOS GATOS' RETAIL HEALTH Comparison with Retail Sales in the County Despite dropping off markedly following the Loma Prieta earthquake in 1989 and remaining below the mark set in that year throughout the recession, retail sales growth in Los Gatos has nearly kept pace with growth in Santa Clara County. As a percentage of county sales, the Town has ranged from a high of almost 2.9 percent in 1989 to 2.5 percent in 1990 and 1995, and back up to 2.7 percent in 1997 (see Table IV-1). On average, Town sales have nearly kept pace despite the fact that the county population has increased at a much faster rate than that of Los Gatos. Retail sales lagged in Los Gatos during the first half of the 1990s, growing at less than half of one percent annually, while county sales increased by over three percent per year. During 1996 and 1997, however, the most recent years for which the California Board of Equalization provides figures, Los Gatos sales increased more rapidly than the county's, reaching nearly 12 percent annual growth. A portion of this rapid increase can be attributed to new retail developments in Los Gatos such as Blossom Pavilion on Los Gatos Blvd. and Soda Works on E. Main. Comparison with Retail Sales in Nearby Cities Table IV-2 presents overall retail sales data for Los Gatos and each of the surrounding market area cities. Comparing total sales in 1990, 1995 and 1997, we see that Los Gatos retail has performed more successfully than that of its neighbors. Sales growth in Los Gatos outpaced all surrounding cities throughout the period and allowed the Town to increase its share of the retail market from 3.8 percent in 1990 to 4.2 percent in 1997. During Economics Research Associates IV-1 the same period, Santa Clara strongly increased its share and Campbell increased slightly, San Jose and Saratoga held steady, and Cupertino's share decreased. On a per -capita basis, Los Gatos retail sales increased more strongly than any surrounding city during the 1990s. In 1997, per -capita spending in the Town remained over 30 percent above per -capita spending throughout the market area as well as in Santa Clara County as a whole. Retail Segment Comparison Los Gatos retail has enjoyed considerable success during the 1990s, and a detailed look at specific segments reveals few areas where sales are "leaking" into surrounding cities. Tables IV-3 through IV-7 present taxable sales figures for the following key retail segments: building materials, home furnishings and appliances, restaurants, apparel stores, and auto sales. Of these segments, only building materials reveals a significant leakage of sales into surrounding cities. As later analysis makes clear, Los Gatos also loses out on general merchandise sales. The general merchandise category includes sales from department stores, of which there are none in the Town. Los Gatos' share of the building materials market has declined by nearly 20 percent since 1990, due in large part to the increased presence of Home Depot stores relatively nearby in Campbell and San Jose. Building materials sales in Los Gatos have remained disproportionately low throughout the period, with the Town enjoying less than one third of the per -capita sales experienced by the market area as a whole. Building materials clearly presents a future market opportunity for the Town, sales throughout the county have increased at an average five percent annually during the 1990s while dropping in Los Gatos. Los Gatos home furnishings and appliances sales have increased rapidly during the 1990s, outpacing sales growth in all surrounding jurisdictions. The Town's market share has increased slightly during the period. In 1997 Los Gatos experienced healthy per -capita sales of $553 compared to $475 for the market area. Downtown is beginning to see a concentration of specialty and designer furniture stores. Restaurant taxable sales in the Town increased at a rate comparable to the market area as a whole during the 1990s, and Los Gatos continues to capture a disproportionately large share of market area sales. Although the Town's market share decreased slightly between 1990 and 1997, on a per -capita basis local restaurants continue to take in nearly double the average for the market area, more than any surrounding city. Economics Research Associates IV-2 Los Gatos apparel sales increased at a rate in between those of surrounding cities, averaging just under two percent growth for the period. The Town slightly increased its share of market area apparel sales and continues to sell, on a per -capita basis, nearly 30 percent more than the market area average. The Town continues to enjoy a strong advantage in auto sales. Local sales growth outpaced the market area and the county, increasing nearly seven and a half percent annually. Los Gatos increased its market share between 1990 and 1997. On a per -capita basis, auto sales for the Town are over three times the average for the market area. MARKET AREA COMPETITIVE SUPPLY Numerous retail projects are currently planned or under construction in the market area, chief among them a massive redevelopment of the Town and Country Mall near Highways 280 and 880 in San Jose. Table IV-8 presents a list of market area projects and describes whether they are under construction ("construction"), they are awaiting building permits with final approvals in hand ("approved"), or they are still undergoing planning review and have not yet been approved ("pending"). Within Los Gatos, an expansion of the Old Town development will add 43,000 square feet of space during 1999. The space will be mainly occupied by apparel stores such as the Gap and Banana Republic. The main competitive development affecting the North 40 site is the Town and Country Village, a 575,000-square-foot mixed -use project which will replace the existing low -density retail center built in the 1970s. The project will include some 1,300 housing units over "Main Street" style shopping and entertainment venues. Most portions of the project will be completed by the middle of 2001. As the neighboring Valley Fair Mall expands, adding a new women's apparel wing to the existing mall and moving the Nordstrom's store into a new, larger building, the combined draw of these new developments will exert considerable force throughout the market area. The concentration of stores at Valley Fair and Town and Country will no doubt attract many new visitors to the area. However, the area's congestion will likely repel some potential visitors as well, particularly the more affluent West Valley shoppers. Although the list of specific retailers who will lease space at the redeveloped Town and Country has not been finalized, many aspects of the development are known. Based on the concept of an urban village center, the project will include such entertainment draws as four to eight theater screens focusing on independent, art, and foreign films. Other major Economics Research Associates IV-3 uses include 80,000 square feet of restaurants and a 200-room hotel. Three large retail tenants will anchor the project: possibly two apparel stores and one outlet focusing on home furnishings and accessories. The remainder of space will be used by small shops, including an emphasis on local retailers, some higher -end national chains, a garden store, and a specialty grocery. RETAIL DEMAND FORECAST By considering all of the information gathered above and combining it with expected spending growth in the market area, we created a model for future retail demand in Los Gatos through the year 2015. Table IV-9 presents the results of our analysis by laying out each step in the process: assessing the current supply of retail space in the Town, estimating future demand, and translating this growth into supportable square feet of retail space for each sales category. Our retail demand forecast begins by assessing total retail spending, by type, in the market area. With 1997 as the base year, we projected future sales growth by factoring in population growth and increases in market area income. Next we established the percentage of market area spending currently captured by retailers in Los Gatos. With 1997 as the base year we projected forward by considering opportune markets for expansion among Town retailers. General merchandise and building materials present the strongest potential. They currently face less competition within the Town itself (and therefore represent less of a threat to local businesses), and the North 40's highly visible and regionally accessible location close to concentrated areas of wealth would prove highly attractive to them. Home furnishings and appliances also represents an opportunity, due in part to the relatively lower concentration of such retailers in the Town, and the strength of the location. Accordingly, we forecast increased market capture for these uses in our demand model. The remainder of the retail demand model translates estimated future annual sales into supportable building square footages. After calculating the captured amount of spending in the Town for future years, we used our estimates of local sales per square foot (based on Urban Land Institute figures for retailers and our own assessment of local sales velocities) to translate sales into square footages. The total additional square feet supportable in the Town amounts to nearly 500,000 square feet by 2015, with potential for over 90,000 square feet among building materials retailers, over 70,000 square feet in home furnishings, and 23,000 square feet in general merchandise. Economics Research Associates IV-4 Potential home furnishings and building materials destination retailers include Restoration Hardware, Williams Sonoma, Pottery Barn, and Crate and Barrell. General merchandisers such as Target's Greatlands would also likely fit well at the North 40. Expo Design Center, a new home renovation supplier and design consulting service run by the Home Depot Company, has expressed considerable interest in locating a 90,000 square foot store at the site. Economics Research Associates N-5 01 00 01 rQ cip W Q W Ci Gib .O —1 X tet G 00 O 4 7 M 00 O �f r1 4 4 N vl M M t7 CO CO \ c° .- \ \ j 00 -2 �L U 7 OV' c1 M oo cc v0 ' O r; ri co .D -- - 00 o 0 0 0 o c c o o 0 00 C\ ` v7 C. C. 00 N M N N V 0 N M O 0 r 01 .a. Ifj O1 01 01 M 01 O1 00 CS CC N CO 00 tf V"1 M �--� V7 CO N c3 CO 0 t- .0 V' O v; O 01 .0l� .N-. 2 2 N N / - V'1 0 N Vr1 V O r1 r1 N M 10 0 v1 O f` .0 M t� 4 0 O t- rl M N '0' M CO vl -- N v1 - N 0 ^- M r- 'n N M t- N O N M .~ en- 01 ONO '-1 r-- (N- N :O O V1 C1 .o - M -- M 10 N O Ln r1 00 00 4 N 00 O M t- - - N 7 •--- Ln 00 t- N N v1 O 0• c3 O M . O n M - - G1 - v1 00 O N V) O O N 00 10 00 00 O a 0 it 0 N O CO V M M - r- N 01 N 4 v1 N N N N O 00 l- N v1 r- v1 t` u7 C. 00 n No 00 --, M - Vi en 00 .04 00 t!1 (-4 7' — 01 .4 16 00 N N M O 0o 4 OO V1 t- 10 sO CC M M M 01 -- O 00 N M d' - d' N t^ ' 01 ' CT, (y N Apparel Stores General Merchandise Stores CA O 0 Food Stores Packaged Liquor Stores Eating & Drinking Places Home Furnishings & Appliances Auto Dealers & Auto Supplies Service Stations Other Retail Stores Los Gatos Retail Total 0 Santa Clara County Total Los Gatos as Percentage 04 m 0- 0 N Cr Lal 0 O Cl cO (D CC 0 to Table IV-2 TAXABLE RETAIL SALES COMPARISON: 1990, 1995, 1997 TAXABLE RETAIL SALES ($1000s) Area 1990 1995 1997 Change 1990-95 Ann. Avg. Change 1995-97 Ann. Avg. Change 1990-97 Ann. Avg. LOS GATOS 264,090 305,880 380,825 3.0% 11.6% 5.4% Campbell 367,511 420,785 502,790 2.7% 9.3% 4.6% Cupertino 448,920 458,176 467,702 0.4% 1.0% 0.6% San Jose 4,602,322 5,261,184 6,090,190 2.7% 7.6% 4.1% Santa Clara 1,170,164 1,391,331 1,641,841 3.5% 8.6% 5.0% Saratoga 55,474 55,371 63,812 0.0% 7.4% 2.0% Market Area 6,908,481 7,892,727 9,147,160 2.7% 7.7% 4.1% Santa Clara County 10,388,708 12,175,280 14,363,950 3.2% 8.6% 4.7% SHARES OF THE RETAIL MARKET Area 1990 1995 1997 Change 1990-95 Percent Change 1995-97 Percent Change 1990-97 Percent LOS GATOS 3.8% 3.9% 4.2% 1.4% 7.4% 8.9% Campbell 5.3% 5.3% 5.5% 0.2% 3.1% 3.3% Cupertino 6.5% 5.8% 5.1% -10.7% -11.9% -21.3% San Jose 66.6% 66.7% 66.6% 0.1% -0.1% -0.1% Santa Clara 16.9% 17.6% 17.9% 4.1% 1.8% 6.0% Saratoga 0.8% 0.7% 0.7% -12.6% -0.6% -13.1% Market Area 100.0% 100.0% 100.0% 0.0% 0.0% 0.0% PER -CAPITA RETAIL SALES Area 1990 1995 1997 Change 1990-95 Ann. Avg. Change 1995-97 Ann. Avg. Change 1990-97 Ann. Avg. LOS GATOS $9,653 $10,639 $12,822 2.0% 9.8% 4.1% Campbell 10,184 11,088 12,777 1.7% 7.3% 3.3% Cupertino 11,232 10,618 10,440 -1.1% -0.8% -1.0% San Jose 5,884 6,269 6,967 1.3% 5.4% 2.4% Santa Clara 12,500 14,285 16,402 2.7% 7.2% 4.0% Saratoga 1,977 1,887 2,085 -0.9% 5.1% 0.8% Market Area 6,858 7,336 8,176 1.4% 5.6% 2.5% Santa Clara County $6,937 $7,634 $8,680 1.9% 6.6% 3.3% Source: California Board of Equalization, California Dept. of Finance, ERA Table IV-3 BUILDING MATERIALS SALES COMPARISON: 1990, 1995, 1997 TAXABLE BUILDING MATERIALS SALES ($1000s) Area 1990 1995 1997 Change 1990-95 Ann. Avg. Change 1995-97 Ann. Avg. Change 1990-97 Ann. Avg. LOS GATOS $5,575 $4,596 $6,510 -3.8% 19.0% 2.2% Campbell 51,195 100,125 115,583 14.4% 7.4% 12.3% Cupertino 4,203 4,035 4,989 -0.8% 11.2% 2.5% San Jose 383,362 395,771 508,274 0.6% 13.3% 4.1% Santa Clara 67,088 85,764 108,682 5.0% 12.6% 7.1% Saratoga n/a n/a n/a n/a n/a n/a Market Area 511,423 590,291 744,038 2.9% 12.3% 5.5% Santa Clara County $734,235 $838,043 $1,039,020 2.7% 11.3% 5.1% SHARES OF THE BUILDING MATERIALS MARKET Area 1990 1995 1997 Change 1990-95 Percent Change 1995-97 Percent Change 1990-97 Percent LOS GATOS 1.1% 0.8% 0.9% -28.6% 12.4% -19.7% Campbell 10.0% 17.0% 15.5% 69.4% -8.4% 55.2% Cupertino 0.8% 0.7% 0.7% -16.8% -1.9% -18.4% San Jose 75.0% 67.0% 68.3% -10.6% 1.9% -8.9% Santa Clara 13.1% 14.5% 14.6% 10.8% 0.5% 11.4% Saratoga n/a n/a n/a n/a n/a n/a Market Area 100.0% 100.0% 100.0% 0.0% 0.0% 0.0% PER -CAPITA BUILDING MATERIALS SALES Area 1990 1995 1997 Change 1990-95 Ann. Avg. Change 1995-97 Ann. Avg. Change 1990-97 Ann. Avg. LOS GATOS $204 $160 $219 -4.7% 17.1% 1.0% Campbell 1,419 2,638 2,937 13.2% 5.5% 11.0% Cupertino 105 94 111 -2.3% 9.1% 0.8% San Jose 490 472 581 -0.8% 11.0% 2.5% Santa Clara 717 881 1,086 4.2% 11.0% 6.1% Saratoga n/a n/a n/a n/a n/a n/a Market Area 522 564 684 1.6% 10.1% 3.9% Santa Clara County $490 $525 $628 1.4% 9.3% 3.6% Source: California Board of Equalization, California Dept. of Finance, ERA Table IV-4 HOME FURNISHINGS AND APPLIANCES SALES COMPARISON: 1990, 1995, 1997 TAXABLE HF & A SALES ($1000s) Area 1990 1995 1997 Change 1990-95 Ann. Avg. Change 1995-97 Ann. Avg. Change 1990-97 Ann. Avg. LOS GATOS $11,536 $12,686 $16,431 1.9% 13.8% 5.2% Campbell 37,280 24,826 24,442 -7.8% -0.8% -5.9% Cupertino 17,975 17,738 22,324 -0.3% 12.2% 3.1% San Jose 238,692 292,427 304,669 4.1% 2.1% 3.5% Santa Clara 97,516 140,667 158,326 7.6% 6.1% 7.2% Saratoga 5,470 4,571 5,764 -3.5% 12.3% 0.8% Market Area 408,469 492,915 531,956 3.8% 3.9% 3.8% Santa Clara County $624,250 $709,483 $753,773 2.6% 3.1% 2.7% SHARES OF THE HF & A MARKET Area 1990 1995 1997 Change 1990-95 Percent Change 1995-97 Percent Change 1990-97 Percent LOS GATOS 2.8% 2.6% 3.1% -8.9% 20.0% 9.4% Campbell 9.1% 5.0% 4.6% -44.8% -8.8% -49.7% Cupertino 4.4% 3.6% 4.2% -18.2% 16.6% -4.6% San Jose 58.4% 59.3% 57.3% 1.5% -3.5% -2.0% Santa Clara 23.9% 28.5% 29.8% 19.5% 4.3% 24.7% Saratoga 1.3% 0.9% 1.1% -30.8% 16.8% -19.1% Market Area 100.0% 100.0% 100.0% 0.0% 0.0% 0.0% PER -CAPITA HF & A SALES Area 1990 1995 1997 Change 1990-95 Ann. Avg. Change 1995-97 Ann. Avg. Change 1990-97 Ann. Avg. LOS GATOS $422 $441 $553 0.9% 12.0% 4.0% Campbell 1,033 654 621 -8.7% -2.6% -7.0% Cupertino 450 411 498 -1.8% 10.1% 1.5% San Jose 305 348 349 2.7% 0.0% 1.9% Santa Clara 1,042 1,444 1,582 6.8% 4.7% 6.1% Saratoga 195 156 188 -4.4% 10.0% -0.5% Market Area 406 458 475 2.5% 1.9% 2.3% Santa Clara County $417 $445 $456 1.3% 1.2% 1.3% Source: California Board of Equalization, California Dept. of Finance, ERA Table IV-5 RESTAURANT SALES COMPARISON: 1990, 1995, 1997 TAXABLE RESTAURANT SALES ($1000s) Area 1990 1995 1997 Change 1990-95 Ann. Avg. Change 1995-97 Ann. Avg. Change 1990-97 Ann. Avg. LOS GATOS $41,725 $53,084 $56,849 4.9% 3.5% 4.5% Campbell 58,924 55,813 68,756 -1.1% 11.0% 2.2% Cupertino 66,561 75,690 77.625 2.6% 1.3% 2.2% San Jose 511,073 605,393 708,198 3.4% 8.2% 4.8% Santa Clara 128,470 164,916 187,695 5.1% 6.7% 5.6% Saratoga 13,318 15,632 19,131 3.3% 10.6% 5.3% Market Area 820,071 970,528 1,118,254 3.4% 7.3% 4.5% Santa Clara County $1,297,386 $1,552,857 $1,812,731 3.7% 8.0% 4.9% SHARES OF THE RESTAURANT MARKET Area 1990 1995 1997 Change 1990-95 Percent Change 1995-97 Percent Change 1990-97 Percent LOS GATOS 5.1% 5.5% 5.1% 7.5% -7.1% -0.1% Campbell 7.2% 5.8% 6.1% -20.0% 6.9% -14.4% Cupertino 8.1% 7.8% 6.9% -3.9% -11.0% -14.5% San Jose 62.3% 62.4% 63.3% 0.1% 1.5% 1.6% Santa Clara 15.7% 17.0% 16.8% 8.5% -1.2% 7.1% Saratoga 1.6% 1.6% 1.7% -0.8% 6.2% 5.3% Market Area 100.0% 100.0% 100.0% 0.0% 0.0% 0.0% PER -CAPITA RESTAURANT SALES Area 1990 1995 1997 Change 1990-95 Ann. Avg. Change 1995-97 Ann. Avg. Change 1990-97 Ann. Avg. LOS GATOS $1,525 $1,846 $1,914 3.9% 1.8% 3.3% Campbell 1,633 1,471 1,747 -2.1% 9.0% 1.0% Cupertino 1,665 1,754 1,733 1.0% -0.6% 0.6% San Jose 653 721 810 2.0% 6.0% 3.1% Santa Clara 1,372 1,693 1,875 4.3% 5.2% 4.6% Saratoga 475 533 625 2.3% 8.3% 4.0% Market Area 814 902 1,000 2.1% 5.3% 3.0% Santa Clara County $866 $974 $1,095 2.4% 6.1% 3.4% Source: California Board of Equalization, California Dept. of Finance, ERA Table IV-6 APPAREL SALES COMPARISON: 1990, 1995, 1997 TAXABLE APPAREL SALES ($1000s) Area 1990 1995 1997 Change 1990-95 Ann. Avg. Change 1995-97 Ann. Avg. Change 1990-97 Ann. Avg. LOS GATOS $12,778 $11,631 $14,464 -1.9% 11.5% 1.8% Campbell 12,869 20,974 27,055 10.3% 13.6% 11.2% Cupertino 46,726 40,702 37,723 -2.7% -3.7% -3.0% San Jose 259,242 242,492 259,349 -1.3% 3.4% 0.0% Santa Clara 30,347 32,768 43,615 1.5% 15.4% 5.3% Saratoga 1,319 594 753 -14.7% 12.6% -7.7% Market Area 363,281 349,161 382,959 -0.8% 4.7% 0.8% Santa Clara County $548,977 $657,881 $766,800 3.7% 8.0% 4.9% SHARES OF THE APPAREL MARKET Area 1990 1995 1997 Change 1990-95 Percent Change 1995-97 Percent Change 1990-97 Percent LOS GATOS 3.5% 3.3% 3.8% -5.3% 13.4% 7.4% Campbell 3.5% 6.0% 7.1% 69.6% 17.6% 99.4% Cupertino 12.9% 11.7% 9.9% -9.4% -15.5% -23.4% San Jose 71.4% 69.4% 67.7% -2.7% -2.5% -5.1 % Santa Clara 8.4% 9.4% 11.4% 12.3% 21.4% 36.3% Saratoga 0.4% 0.2% 0.2% -53.1% 15.6% -45.8% Market Area 100.0% 100.0% 100.0% 0.0% 0.0% 0.0% PER -CAPITA APPAREL SALES Area 1990 1995 1997 Change 1990-95 Ann. Avg. Change 1995-97 Ann. Avg. Change 1990-97 Ann. Avg. LOS GATOS $467 $405 $487 -2.8% 9.7% 0.6% Campbell 357 553 688 9.2% 11.5% 9.8% Cupertino 1,169 943 842 -4.2% -5.5% -4.6% San Jose 331 289 297 -2.7% 1.3% -1.6% Santa Clara 324 336 436 0.7% 13.8% 4.3% Saratoga 47 20 25 -15.5% 10.3% -8.8% Market Area 361 325 342 -2.1% 2.7% -0.7% Santa Clara County $367 $413 $463 2.4% 6.0% 3.4% Source: California Board of Equalization, California Dept. of Finance, ERA Table IV-7 AUTO SALES COMPARISON: 1990, 1995, 1997 TAXABLE AUTO SALES ($1000s) Area 1990 1995 1997 Change 1990-95 Ann. Avg. Change 1995-97 Ann. Avg. Change 1990-97 Ann. Avg. LOS GATOS $93,143 $113,259 $153,291 4.0% 16.3% 7.4% Campbell 19,140 13,227 16,881 -7.1% 13.0% -1.8% Cupertino 26,623 20,276 20,507 -5.3% 0.6% -3.7% San Jose 751,915 949,775 1,217,703 4.8% 13.2% 7.1% Santa Clara 362,119 377,141 437,960 0.8% 7.8% 2.8% Saratoga 2,588 n/d 2,911 n/a n/a 1.7% Market Area 1,255,528 1,473,678 1,849,253 3.3% 12.0% 5.7% Santa Clara County $1,801,796 $2,151,346 $2,695,909 3.6% 11.9% 5.9% SHARES OF THE AUTO MARKET Area 1990 1995 1997 Change 1990-95 _ Percent Change 1995-97 Percent Change 1990-97 Percent LOS GATOS 7.4% 7.7% 8.3% 3.6% 7.9% 11.7% Campbell 1.5% 0.9% 0.9% -41.1% 1.7% -40.1% Cupertino 2.1% 1.4% 1.1% -35.1% -19.4% -47.7% San Jose 59.9% 64.4% 65.8% 7.6% 2.2% 10.0% Santa Clara 28.8% 25.6% 23.7% -11.3% -7.5% -17.9% Saratoga 0.2% n/a 0.2% n/a n/a -23.6% Market Area 100.0% 100.0% 100.0% 0.0% 0.0% 0.0% PER -CAPITA AUTO SALES Area 1990 1995 1997 Change 1990-95 Ann. Avg. Change 1995-97 Ann. Avg. Change 1990-97 Ann. Avg. LOS GATOS $3,405 $3,939 $5,161 3.0% 14.5% 6.1% Campbell 530 349 429 -8.1% 10.9% -3.0% Cupertino 666 470 458 -6.7% -1.3% -5.2% San Jose 961 1,132 1,393 3.3% 10.9% 5.4% Santa Clara 3,868 3,872 4,375 0.0% 6.3% 1.8% Saratoga 92 n/a 95 n/a n/a 0.4% Market Area 1,246 1,408 1,653 2.5% 8.3% 4.1% Santa Clara County $1,203 $1,349 $1,629 2.3% 9.9% 4.4% Source: California Board of Equalization, California Dept. of Finance, ERA Table IV-S RETAIL PROJECT PIPELINE Description Status Location Size (sqft) LOS GATOS Redevelopment (Local) Construction 50 University Ave. 34,000 New mixed -use (Local) Approved 15089 Los Gatos Blvd. 9,000 SUBTOTAL 43,000 Campbell (None) Cupertino (None) San Jose Valley Fair expansion Construction Stevens Creek/Hway 17 125,000 (Near Los Gatos) Town & Country redevelopment Approved Stevens Creek/Winchester 575,000 New Home Depot Approved De Anza/Bollinger 130,000 Safeway Center (Local) Approved Hamilton/Meridian 56,000 Stevens Creek Center (Local) Approved Stevens Creek/S. Baywood 54,000 Arcadia (retail not yet defined) Pending Almaden/Chynoweth n/a SUBTOTAL 940,000 San Jose San Ignacio Center (Local) Construction Bernal/San Ignacio (Edenvale) 200,000 (Other areas) Canyon Creek Plaza (Local) Approved Silver Creek Valley (Evergreen) 50,000 Almaden Oaks Plaza (Local) Approved Meridian/Redmond (Almaden) 29,000 Silver Creek Crossing Pending Silver Creek/Hway 101 (Edenvale) 228,000 Moitozo Ranch Retail Pending N. l st/River Oaks (North) 195,000 Evergreen Village Center (Local) Pending Ruby/Cortona (Evergreen) 63,000 SUBTOTAL 765,000 Santa Clara (None) Saratoga Addition to existing (Local) Approved Argonaut Shopping Center 17,000 SUBTOTAL 17,000 Sunnyvale Fry's Electronics Construction 1077 E Argues Ave. 151,000 Downtown Mall Pending 2502 Town Center Drive 287,000 SUBTOTAL 438,000 SUBTOTAL - Construction 510,000 SUBTOTAL - Approved 920,000 SUBTOTAL - Pending 773,000 TOTAL 2,203,000 Source: Local governments, ERA Table IV-9 RETAIL DEMAND FORECAST: MARKET AREA SPENDING (In $1000s of constant 1997 dollars) Per -Capita Spending Total Spending 1997 1997 2000 2005 2010 2015 Market Area Population 414,728 437,740 452,350 464,280 470,740 Income Growth Adjustment 1.000 1.055 1.120 1.189 1.262 Eating & Drinking Places $1.268 $525,781 $585,477 $642,201 $699,647 $752,979 General Merchandise Stores 1.436 595,549 663,167 727,418 792,487 852,895 Apparel Stores 0.407 168,764 187,925 206,132 224,571 241,690 Home Furnishings & Appliances 0.655 271,760 302,615 331,934 361,626 389,191 Building Materials & Farm Tools 0.783 324,934 361,826 396,882 432,383 465,342 Auto Dealers & Auto Supplies 2.021 838,211 933,381 1,023,811 1,115,393 1,200,415 Other Retail Stores 2.156 894,233 995,763 1,092.237 1,189,940 1,280,645 COMPARISON SUBTOTAL 7.459 3,093,451 3,444,678 3,778,414 4,116,399 4,430,178 Drug Stores 0.266 110,318 122,843 134,745 146,798 157,988 Service Stations 0.902 374,008 416,473 456,823 497,686 535,623 Food Stores 1.410 584,901 651,310 714,412 778,317 837,645 CONVENIENCE SUBTOTAL 2.578 1,069,227 1,190,625 1,305,979 1,422,801 1,531,256 RETAIL TOTAL 511.305 $4,688,459 $5,220,781 $5,726,594 $6,238,847 $6,714,412 RETAIL DEMAND FORECAST: LOS GATOS CAPTURE OF MARKET AREA SPENDING Est. Sales in LG Percentage of Market Area 1997 1997 2000 2005 2010 2015 Eating & Drinking Places $56,849 10.8% 10.8% 11.2% 11.0% 11.0% General Merchandise Stores 751 0.1% 0.5% 1.5% 2.0% 2.0% Apparel Stores 14,464 8.6% 8.5% 8.2% 8.1% 8.0% Home Furnishings & Appliances 16,431 6.0% 6.5% 8.5% 9.0% 8.9% Building Materials & Farm Tools 6,510 2.0% 2.5% 5.0% 5.2% 5.0% Auto Dealers & Auto Supplies 153,291 18.3% 18.2% 17.8% 17.6% 17.5% Other Retail Stores 60,487 6.8% 7.0% 7.5% 7.5% 7.5% COMPARISON SUBTOTAL 251,183 8.1% 8.3% 9.0% 9.1% 9.0% Drug Stores 13,524 12.3% 12.3% 12.0% 11.5% 1 1.0% Service Stations 27,075 7.2% 7.2% 7.2% 7.1% 7.0% Food Stores 99,621 17.0% 16.5% 16.0% 15.5% 14.5% CONVENIENCE SUBTOTAL 140,220 13.1% 12.8% 12.5% 12.1% 11.5% RETAIL TOTAL $448,252 9.6% 9.6% 10.0% 10.0% 9.8% Source: ERA Table IV-9 (Cont.) RETAIL DEMAND FORECAST: ESTIMATED SALES IN LOS GATOS (In $1000s of constant 1997 dollars) 1997 2000 2005 2010 2015 Eating & Drinking Places General Merchandise Stores Apparel Stores Home Furnishings & Appliances Building Materials & Farm Tools Auto Dealers & Auto Supplies Other Retail Stores COMPARISON SUBTOTAL Drug Stores Service Stations Food Stores CONVENIENCE SUBTOTAL RETAIL TOTAL $56,849 $63,232 $71,927 $76,961 $82,828 751 3,316 10,911 15,850 17,058 14,464 15,974 16,903 18,190 19,335 16,431 19,670 28,214 32,546 34,638 6,510 9,046 19,844 22,484 23,267 153,291 169,875 182,238 196,309 210,073 60,487 69,703 81,918 89,245 96,048 251,183 287,584 340,029 374,625 400,419 13,524 15,110 16,169 16,882 17,379 27,075 29,986 32,891 35,336 37,494 99,621 107,466 114,306 120,639 121,459 140,220 152,562 163,366 172,857 176,331 $448,252 $503,377 $575,322 $624,443 $659,578 RETAIL DEMAND FORECAST: LOS GATOS SALES PER SQUARE FOOT 1997 2000 2005 2010 2015 Eating & Drinking Places General Merchandise Stores Apparel Stores Home Furnishings & Appliances Building Materials & Farm Tools Auto Dealers & Auto Supplies Other Retail Stores COMPARISON SUBTOTAL Drug Stores Service Stations Food Stores CONVENIENCE SUBTOTAL RETAIL TOTAL $350 $350 $350 $350 $350 250 250 250 250 250 260 260 260 260 260 220 220 220 220 220 200 200 200 200 200 n/a n/a n/a n/a n/a 275 275 275 275 275 254 254 249 248 249 280 280 280 280 280 350 350 350 350 350 370 370 370 370 370 355 355 355 355 354 $313 $311 $302 $300 $300 Source: ERA Table IV-9 (Cont.) RETAIL DEMAND FORECAST: TOTAL SUPPORTABLE SPACE IN LOS GATOS 1997 2000 2005 2010 2015 Eating & Drinking Places General Merchandise Stores Apparel Stores Home Furnishings & Appliances Building Materials & Farm Tools Auto Dealers & Auto Supplies Other Retail Stores COMPARISON SUBTOTAL Drug Stores Service Stations Food Stores CONVENIENCE SUBTOTAL RETAIL TOTAL 162,426 180,662 205,504 219,889 236,650 3,003 13,263 43,645 63,399 68,232 55,631 61,437 65,011 69,963 74,366 74,686 89,409 128,247 147,938 157,445 32,550 45,228 99,220 112,420 116,336 n/a n/a n/a n/a rva 219,953 253,467 297,883 324,529 349,267 385,823 462,805 634,007 718,248 765,646 48,301 53,963 57,748 60,292 62,067 77,357 85,674 93,975 100,959 107,125 269,246 290,449 308,935 326,052 328,266 394,904 430,086 460,657 487,303 497,458 943,153 1,073,553 1,300,168 1,425,440 1,499,753 RETAIL DEMAND FORECAST: ADDITIONAL SPACE SUPPORTABLE 1997-00 2000-05 2005-10 2010-15 Total Eating & Drinking Places General Merchandise Stores Apparel Stores Home Furnishings & Appliances Building Materials & Farm Tools Auto Dealers & Auto Supplies Other Retail Stores COMPARISON SUBTOTAL Drug Stores Service Stations Food Stores CONVENIENCE SUBTOTAL RETAIL TOTAL 18,236 24,843 14,385 16,761 74,225 10,261 30,382 19,754 4,833 65,229 5,806 3,574 4,952 4,403 18,735 14,723 38,838 19,691 9,508 82,759 12,678 53,992 13,199 3,916 83,786 n/a n/a n/a n/a n/a 33,514 44,416 26,646 24,738 129,314 76,982 171,202 84,241 47,397 379,823 5,662 3,785 2,544 1,775 13,765 8,317 8,301 6,984 6,165 29,767 21,203 18,486 17,117 2,215 59,020 35,182 30,571 26,645 10,155 102,553 130,400 226,615 125,272 74,314 556,601 Source: ERA Section V CINEMA MARKET ANALYSIS This section examines market support for a cinema complex at the North 40 site. We begin by providing an overview of current trends in the cinema industry. Next we consider Santa Clara County cinemas and focus on the strength of current cinema demand in the relevant market area. We complete our analysis by projecting future demand against likely competitive supplies and ultimately determining whether support exists for a new cinema complex at the North 40. INDUSTRY TRENDS The U.S. cinema industry has demonstrated impressive growth in the last decade. From 1986 through 1996, the number of screens in operation increased from approximately 22,000 to over 28,000, a 27 percent change. Admissions revenues have increased from approximately $3.8 billion to over $5.8 billion, a 53 percent change over the time period. Approximately half of this growth is attributable to increasing cinema visitation, while the remainder is attributable to increasing ticket prices. New, higher quality seating and sound systems have played a large part in attracting growing numbers of viewers to theaters. As geographical markets mature and become increasingly competitive, the U.S. cinema industry is undergoing a major transition. The most fundamental recent change in the U.S. cinema industry has been the emergence of state-of-the-art, multi -screen cinema complexes, known as "multiplexes." This trend has caused an increase in the average number of screens per location from approximately 3.5 in 1986 to approximately 4.8 in 1996. This increasing average number of screens per location suggests that although many one- and two -screen theaters have remained viable, multiplexes (often with between 10 and 30 screens) have predominated among new projects. Cinema multiplexes are a fairly standard product. They typically include 12 to 24 screens, high -quality digital sound, steep, stadium -style seating (to allow clear views of the screen) and comfortable, high-backed seats. Because their size requires that they draw from a larger trade area, these new complexes need convenient regional access, public transit access if possible, and ample parking. Cinema multiplexes offer several advantages over traditional, one- or two -screen cinema facilities: Economics Research Associates V-I • Increased market attraction created by the concentration of many movie choices at one location. • Ability to schedule movies in different size theaters relative to their attendance. • Ability to schedule "blockbusters" in several theaters to offer greater choice of starting times and decrease the likelihood of turning away audiences. • Improved efficiency in labor utilization. • Improved efficiency in the use of common areas such as lobby space, restrooms and parking spaces. As a result of these advantages, multiplexes have siphoned existing demand away from more traditional movie theaters in many locations. REGIONAL CINEMA MARKET San Francisco is the hub of one of the largest regional cinema markets in the United States. The Bay Area is the fourth largest regional market in terms of box office revenue, surpassed only by Los Angeles, New York, and Chicago, respectively. Table V-1 presents the Bay Area's position among the 10 largest regional cinema markets in the country. The Bay Area market, along with New York, experiences higher average revenues per screen than any other U.S. market. At over $350,000, Bay Area theaters bring in nearly 40 percent more revenue per screen on average than most other large U.S. markets. As such, the area has figured prominently in cinema industry expansion plans, and many new multiplexes have been built in recent years to take advantage of overflowing demand. LOCAL CINEMA MARKET Cinemas potentially draw from an extremely broad area, and with its high visibility and freeway access in every direction, the North 40 site would compete for viewers throughout a large portion of Santa Clara County. We consider the main competitive area to consist of the market area described in Section III, which includes areas within six miles of the North 40 site. For purposes of understanding the larger cinema market, we will first discuss Santa Clara County as a whole. Table V-2 lists the cinemas currently operating in Santa Clara County, excluding the southernmost cities of Morgan Hill and Gilroy. Figure V- 1 provides a map of cinema locations. Economics Research Associates V-2 1998 box office revenues and estimated admissions for most cinemas in the county are presented in Table V-3. In order to better describe the market and compare the performance of theaters, we divide the existing supply into individual segments: 1) "mainstream" theaters principally showing first -run films in a multiplex setting, 2) smaller theaters focusing on art and foreign films, and 3) discount theaters showing second -run films at lower prices. Mainstream theaters account for 126 of a total 153 screens in the county. There are 13 screens showing mainly art and foreign films, and another 14 screens in discount theaters. Screen revenues vary dramatically among theaters, although in general, mainstream theaters bring in higher box office revenues than the other types. Mainstream theaters in Santa Clara County averaged just over $450,000 per screen in 1998, while art/foreign screens brought in about $163,000. Figures are not available for discount theaters, although their per - screen revenues would be expected to fall below full -price theaters. Although many older, established theaters have continued to enjoy success in the area, two new multiplex cinemas have recently come online and taken a large share from virtually every segment of the market. The impact of Santa Clara's 20-screen Mercado complex and San Jose's 14-screen Saratoga theaters, both completed during the middle of 1997, has been dramatic. Table V-4 presents 1997 and 1998 box office revenues for most local theaters and clearly demonstrates widespread shifts in attendance patterns. During their first complete year of operation, the two new multiplexes enjoyed a 30 percent market share. Revenues for other theaters dropped by an average 15 percent between 1997 and 1998. Importantly, the impact of these new multiplexes cut across all theater types, reducing returns in both art/foreign theaters as well as mainstream venues. Another important point is the large degree to which this influx of new screens induced additional demand in the area. Although returns among most previously existing cinemas dropped, overall box office returns for the area rose by over 13 percent —growth which must in part be attributed to the draw of new state-of-the-art facilities. Focusing more closely on the competitive area for the North 40, Table V-5 presents 1998 revenues for market area theaters. The market area includes many theaters near downtown San Jose, but for the most part they are fairly evenly distributed throughout the area. Average returns per screen among mainstream theaters in the market area are slightly lower than for such theaters in the county as a whole, but at $417,000 they remain well above Economics Research Associates V-3 average returns regionally and nationally. These high revenues indicate likely support for additional mainstream screens in the market area. FUTURE SUPPLY AND CINEMA COMPETITION Within the six -mile market area, a new multiplex project at the redeveloped Town and Country Mall is currently planned. This project has yet to be defined specifically, but Town and Country reports that it will likely contain eight screens and that it will focus on art and foreign films. The project should be completed by 2001. Regardless of the specific film offerings, which could easily be shifted toward more mainstream fare over time, we consider this development a new competitor among multiplex cinemas. As a new, state-of-the-art complex, the Town and Country development will both add to the multiplex supply and present considerable competition for smaller art -house theaters such as the Los Gatos Cinema. Within Santa Clara County, but just beyond the six -mile market area, a new 20-screen AMC complex has been approved to replace the Sunnyvale Six theaters. The project will be completed in the summer of 2000. As with other new multiplex developments in the area, the impact of this project will be felt throughout the county. In terms of film offerings, the division between art -house and mainstream multiplex will continue to blur. The influx of new screens in 1997 brought by AMC's Mercado and Saratoga theaters impacted both mainstream and art -house cinemas alike. The widespread impact of new multiplexes results from their superior facilities as well as from their expanding ranges of offerings. Companies such as AMC are seeking to extend their appeal to art -house crowds as well as traditional mainstream audiences. In September 1998, in an attempt to test the opportunities offered by such a move, AMC shifted the Sunnyvale Six from mainstream movies to independent, art and foreign films. Based on the high incomes and education levels in the County, especially in the West Valley area including Los Gatos, AMC views the prospects for art and foreign film venues very favorably. The company considers the market for independent films under -served at present. Although the experiment was repealed in Sunnyvale after three months, as well as in three other locations across the country, the AMC has indicated that it will continue to strive towards offering a broader range of films. According to Jack Nyblom of Camera Cinemas, operator of the Los Gatos as well as other local art -house theaters, multiplexes are capable of showing many of the same films that smaller venues have traditionally played. Economics Research Associates V-4 The existing Los Gatos Cinema will be adversely impacted by new cinema venues of all types in the market area. Competition for art and foreign films from the Town and Country redevelopment will be considerable, as many theater -goers prefer newer facilities and sound systems. According to Camera Cinemas, the influx of new screens in 1998 caused the Los Gatos theater to lose money for the first time. Cinema development at the North 40 would likely have a considerably negative impact on the Los Gatos theater. However, new cineplex developments in other areas could prove just as damaging. CINEMA DEMAND FORECAST Demand for mainstream cinema in the market area will continue to grow in coming years as the population rises, incomes continue to increase, and the number of workers in the area expands further. Table V-6 presents an overview of forecast demand for Santa Clara County as well as for the smaller market area. Our estimates are based on population growth and income -induced increases in per -capita films viewed. For the county as a whole we find market support for an additional 36 mainstream screens at present, with the figure dropping to 23 additional screens in 2000 with the completion of the enlarged Sunnyvale multiplex. Overall demand in the county will support an additional 37 screens, beyond the currently existing and planned supply, by the year 2015. Within the market area, where per -capita film viewing is somewhat higher than in the county, we find that demand can support an additional 12 mainstream screens at present, and following the completion of the Town and Country Village theaters, an additional 11 screens by the year 2005. With the pace of new theater development quickening, prospects for one additional multiplex being built in the area are high, and such an addition could tap most remaining demand in the market area. Barring such a development, however, the North 40 site is well positioned to take advantage of current and projected demand. Support for additional screens will still remain following completion of the Town and Country Village. A high end six- to eight -screen cinema project with one plush, larger auditorium and elaborate decor would be well -suited for the North 40 site. With an extremely accessible location and high visibility, the site would be able to draw from both the expanding residential market to the south along Highway 85 as well as the very affluent communities along Highway 85 to the north. Economics Research Associates V-5 LARGEST REGIONAL CINEMA MARKETS IN THE UNITED STATES Screen Average N 00 ,D 00 N 69 in VO N M 69 v> vl V N 69 N O M t1) M 69 00 N f N 69 C1 G1 00 69 --• M N 69 ON r 00 N 69 v'1 r r N N 69 ' v1 00 00 ER 6.) OD L 6.) CO .0 > E-Q N. t� O\ O N 69 M 't N N 00 69 N N r V^ 69 ett to sD O C, ,--. 69 y"1 C, 69 N O 00 O 69 N t-- N (` 0 69 ,O O 01 '1" V.O 69 ON v1 enN M M 69 00 \O t` 69 Gross Box Office Revenue kr) M 01 t� O\ v1 69 O M O t` M 69 N t-- oo in 10 00 69 N M V) 7 D, e! 00 •--i 69 O V t— v'1 t-- N 69 •:t t N 7r cr r- —. 69 Cr,O N M VD N 0o V --+ 69 v1 N O O O O 69 t—. in in 0., O CO- O Fig t-- t� N 01 M 00 a; 00 69 No. of Screens v'l CO N in t— N to D, en O � O M VD o No. of Theaters N N �O M N M — N ON t� M — t` O O M N Market Los Angeles, Anaheim, Riverside New York, N. New Jersey, Long Island Chicago, Gary San Francisco, Oakland, San Jose Philidelphia, Wilmington, Trenton Dallas, Fort Worth Washington D.C. Detroit, Ann Arbor Boston, Salem, Lowell Houston, Galveston e4 x .-+ N r7 7 to 4O IN 00 C's O2 Source: Entertainment Data Inc. and ERA Table V-2 LOCATION OF CINEMAS IN SANTA CLARA COUNTY (1998) Map Key Theater Name Owner City Location No. of Screens 1 Almaden 5 Independent San Jose 2306 Almaden Road 5 2 Aquarius Landmark Palo Alto 430 Emerson Street 2 3 Camera 3 Camera San Jose 288 S. 2nd Street 3 4 Camera One Independent San Jose 366 S. 1st Street 1 5 Capitol 16 Century San Jose 3690 Hillcap Ave. 16 6 Century 16 Century Mountain View 1500 N. Shoreline Blvd. 16 7 Century Berryessa Century San Jose 1171 N. Capital Ave. 10 8A Century Complex Century San Jose 3162 Olsen Drive 8 8B Century 25 Century San Jose 1694 Saratoga 2 9 Los Gatos Independent Los Gatos 41 N. Santa Cruz Ave. 2 10 Mercado 20 AMC Santa Clara 3111 Mission College Blvd. 20 11 Meridian 6 Blumenfeld San Jose 4396 Stevens Creek Blvd. 6 12 Milpitas 10 AMC Milpitas 577 E. Calaveras Blvd. 10 13 Oakridge 6 AMC San Jose 913 Blossom Hill Road 6 14 Oaks 5 Independent Cupertino 21275 Stevens Creek Blvd. 5 15 Palo Alto Square Landmark Palo Alto 3000 El Camino Real 2 16 Pavilion 8 UA San Jose 201 S. 2nd Street 8 17 Plaza 4 Independent Campbell 2501 S. Winchester Blvd. 4 18 Pruneyard UA Campbell 1875 S. Bascom Ave. 3 19 Saratoga 14 AMC San Jose 700 El Paseo De Saratoga 14 20 Sunnyvale 6 AMC Sunnyvale 2604 Town Center Lane 6 21 Town and Country AMC San Jose 2980 Steevens Creek Blvd. 1 22 Towne 3 Camera San Jose 1433 The Alameda 3 Source: ERA FIGURE V-I : SANTA CLARA COUNTY CINE Table V-3 BOX OFFICE REVENUES & ESTIMATED ADMISSIONS AT SANTA CLARA COUNTY CINEMAS (1998) MAINSTREAM THEATERS Theater Name Map Key City Owner No. of Screens Gross Box Office Rev's Revenues per screen Estimated Admissions' Admissions per Screen Century Complex 8 San Jose Century 10 $9,288,538 $928,854 1,615,398 161,540 Century 16 6 Mountain View Century 16 $11,083,434 $692,715 1,927,554 120,472 Mercado 20 10 Santa Clara AMC 20 S12,900,112 $645,006 2,243,498 112,175 Capitol 16 5 San Jose Century 16 $8,911,106 $556,944 1,549,758 96,860 Town and Country 2 21 San Jose AMC 1 $406,827 $406,827 70,753 70,753 Century Berryessa 7 San Jose Century 10 $4,063,995 S406,400 706,782 70,678 Saratoga 14 19 San Jose AMC 14 $4,921,140 $351,510 855,850 61,132 Pruneyard 18 Campbell UA 3 S674,745 S224,915 117,347 39,116 Pavilion 8 16 San Jose UA 8 $1,346,046 $168,256 234,095 29.262 Milpitas 10 12 Milpitas AMC 10 $1.626,945 $162,695 282,947 28,295 Oakridge 6 2 13 San Jose AMC 6 $812,156 $135,359 141,245 23,541 Sunnyvale 6 2 20 Sunnyvale AMC 6 S473,072 $78,845 82,273 13,712 Meridian 6 2 1 1 San Jose Blumenfeld 6 $362,179 $60,363 62,988 10,498 Subtotal 126 $56,870,295 $451,352 9,890,486 78,496 ART/FOREIGN FILM Theater Name Map Key City Owner No. of Screens Gross Box Office Rev's ' Box Office Rev's. per screen Estimated Admissions t Admissions per Screen Palo Alto Square 15 Palo Alto Landmark 2 S838,317 $419,159 145,794 72,897 Aquarius 2 Palo Alto Landmark 2 S464,559 $232,280 80,793 40,396 Camera One 4 San Jose Camera 1 S139,266 $139,266 24,220 24,220 Los Gatos 9 Los Gatos Camera 2 S271,104 $135,552 47,148 23,574 Camera 3 3 San Jose Camera 3 $309,479 $103,160 53,822 17,941 Towne 3 22 San Jose Camera 3 $99,271 $33,090 17,265 5,755 Subtotal 13 $2,121,995 $163,230 369,043 28,388 DISCOUNT THEATERS Theater Name Map Key City Owner No. of Screens Gross Box Office Rev's Box Office Rev's. per screen Estimated Admissions Admissions per Screen Plaza 4 17 Campbell Independent 4 n/a n/a n/a n/a Oaks 5 14 Cupertino Independent 5 n/a n/a n/a n/a Almaden 5 1 San Jose Independent 5 n/a n/a n/a n/a Subtotal 14 Estimated admissions based on average ticket price including discounting) of $5.75. Theaters with slightly discounted prices and other specials ' Box office revenues for the Los Gatos and Camera One are estimated are based on the performance of theatres with similar offerings and seating. Source: Entertainment Data Inc.. ERA Table V-4 BOX OFFICE REVENUE GROWTH AT SELECTED SANTA CLARA COUNTY CINEMAS (1997-1998) NEW MULTIPLEX THEATERS 1997' Box Office Share 1998 Box Office Share 1997-98 CHANGE Box Office Total Mercado 20 $3,044,976 5.9% $12,900,112 22.0% $9,855,136 323.7% Saratoga 14 $622,823 1.2% $4,921,140 8.4% $4,298,317 690.1% Subtotal $3,667,799 7.1% $17,821,252 30.4% S14,153,453 385.9% EXISTING THEATERS 1997 Box Office Share 1998 Box Office Share 1997-98 CHANGE Box Office Percent Camera 3 $712,100 1.4% $309,479 0.5% ($402,621) -56.5% Meridian 6 $749,472 1.5°A) $362,179 0.6% ($387,293) -51.7% Sunnyvale 6 $857,739 1.7% $473,072 0.8% ($384,667) -44.8% Oalaidge 6 $1,312,314 2.5% $812,156 1.4% ($500,158) -38.1% Towne 3 $149,804 0.3% $99,271 0.2% ($50,533) -33.7% Milpitas 10 $2,376,907 4.6% $1,626,945 2.8% ($749,962) -31.6% Palo Alto Square $1,160,028 2.2% $838,317 1.4% ($321,711) -27.7% Pruneyard $862,389 1.7% $674,745 1.2% ($187,644) -21.8% Century Complex $11,631,151 22.5% $9,288,538 15.9% ($2,342,613) -20.1% Century Berryessa $4,763,497 9.2% $4,063,995 6.9% ($699,502) -14.7% Town and Country $474,355 0.9% $406,827 0.7% ($67,528) -14.2% Century 16 $11,979,436 23.2% $11,083,434 18.9% ($896,002) -7.5% Capitol 16 $9,131,047 17.7% $8,911,106 15.2% ($219,941) -2.4% Pavilion 8 $1,377,698 2.7% $1,346,046 2.3% ($31,652) -2.3% Aquarius $462,823 0.9% $464,559 0.8% $1,736 0.4% Subtotal $48,000,760 92.9% $40,760,669 69.6% ($7,240.091) -15.1% TOTAL $51,668,559 100.0% $58,581,921 100.0% $6,913,362 13.4% The Mercado and Saratoga complexes both opened during 1997, box office totals represent partial year returns Source: ERA, Entertainment Data Inc. Table V-5 BOX OFFICE REVENUES IN THE LOS GATOS MARKET AREA (Within approximately 6 miles of the Highway 85/Highway 17 interchange) MAINSTREAM THEATERS Theater Name Map Key City Owner No. of Screens Gross Box Office Rev's. Revenues per screen Century Complex 8 San Jose Century 10 $9,288,538 $928,854 Capitol 16 5 San Jose Century 16 $8,911,106 $556,944 Town and Country ' 21 San Jose AMC 1 $406,827 $406,827 Saratoga 14 19 San Jose AMC 14 $4,921,140 $351,510 Pruneyard 18 Campbell UA 3 $674,745 $224,915 Pavilion 8 16 San Jose UA 8 $1,346,046 $168,256 Oakridge 6 ' 13 San Jose AMC 6 $812,156 $135,359 Meridian 6 1 11 San Jose Blumenfeld 6 $362,179 $60,363 Subtotal 64 $26,722,737 $417.543 ART/FOREIGN FILM Theater Name Map Key City Owner No. of Screens Gross Box Office Rev's 2 Revenues per screen Camera One 4 San Jose Camera 1 $139,266 $139,266 Los Gatos 9 Los Gatos Camera 2 $271,104 $135,552 Camera 3 3 San Jose Camera 3 $309,479 $103,160 Towne 3 22 San Jose Camera 3 $99,271 $33,090 Subtotal 9 $819,119 $91,013 DISCOUNT THEATERS Theater Name Map Key City Owner No. of Screens Gross Box Office Rev's Revenues per screen Plaza 4 17 Campbell Independent 4 n/a n/a Oaks 5 14 Cupertino Independent 5 n/a n/a Almaden 5 1 San Jose Independent 5 n/a n/a Subtotal 14 Theaters with slightly discounted prices and other specials 2 Box office revenues for the Los Gatos and Camera One are estimated are based on the performance of theatres with similar offerings and seating. Source: Entertainment Data Inc., ERA CINEMA DEMAND FORECAST (Mainstream Multiplex Cinemas) Projected Demand 2000 2005 2010 2015 1,656,900 1,719,100 1,767,200 1,797,200 $57,163,050 $60,168,500 $62,735,600 $64,699,200 $34.50 $35.00 $35.50 $36.00 6.0 6.1 6.2 6.3 00 00 Tr 00 7 00 as r N r- M 40 rn ri 7 N rry r Historic Demand 1997 1998 1,577,530 1,603,564 $49,193,804 $56,870,295 $31.18 $35.46 5.4 6.2 .0 N 00 ON N ,D — •zt'Cr \0 M r'n SANTA CLARA COUNTY Resident Population Mainstream Cinema Revenue Per Capita Expenditure Per Capita Movies' Screen Supply Supportable Screens @ $350,000 Additional Screens Supportable Projected Demand 2000 2005 2010 2015 617,460 637,750 654,360 664,740 $27,785,700 $29,017,625 $30,100,560 $30,910,410 $45.00 $45.50 $46.00 $46.50 7.8 7.9 8.0 8.1 N [- N t— N N �O 00 00 .O co M 00 CT I� .D — r -- — — — Historic Demand 1997 1998 588,520 598,013 $26,161,249 $26,722,737 $44.45 $44.69 7.7 7.8 'Cr V0 eV ,O [-- v1 t- 23 12 LOS GATOS MARKET AREA Resident Population Mainstream Cinema Revenue Per Capita Expenditure Per Capita Movies 2 Screen Supply Supportable Screens @ $350,000 'Additional Screens Supportable Source: ERA Section VI OFFICE MARKET ANALYSIS This section analyzes current and projected levels of demand for office space at the North 40 site. We first review local and regional office vacancy rates and rents and assess the amount of space absorbed annually within various relevant submarkets. Next we characterize the existing supply of office space in the market area in greater detail and survey the performance of local office projects. We then consider the competitive supply of office space expected to come on line in the near future and compare these figures with projected levels of demand. Ultimately we assess the amount of office space the North 40 site will be able to support over the next 15 years. CURRENT AND HISTORIC OFFICE DEMAND Growth in the high technology sector as well as in a variety of related service industries has fueled tremendous demand for office space in Silicon Valley during the past four years. Table VI-1 presents average office rents in suburban Santa Clara County and downtown San Jose since 1995. Office demand, relative to supply, peaked in early 1998 in suburban markets. Suburban office lease rates reached $2.80 per square foot per month at that point and then fell back slightly as new supplies entered the market. Lease rates in downtown San Jose have continued to rise quickly as demand surpasses new construction. A more detailed consideration of submarkets within the county reveals variations in office supply and demand trends. Table VI-2 presents office inventory figures and vacancy rates for segments of the West Valley market as well as surrounding submarkets. As the recession of the early 1990s pulled to a close, vacancy rates in the county were near 12 percent. In that year and the few years following, vacancies within the West Valley area and Los Gatos largely mirrored those in the county. Vacancies dropped quickly during 1995 and 1996 to reach 3.4 percent in the county and just 1.7 percent in the West Valley. Within Los Gatos itself, vacancies reached just one percent in 1996 and remained extremely low until new supply was added in 1998. In Table VI-3, these figures are translated into amounts of office space absorbed annually in each submarket. County -wide, net absorption (the increase in occupied space) has averaged over one million square feet per year since 1995. The West Valley area has Economics Research Associates VI-1 absorbed about 100,000 square feet annually during this period, and Los Gatos itself about 47,000 square feet per year. Figures for the West Valley vary widely among the different cities. Campbell and the western portion of San Jose experienced some large tenant losses during the period. Los Gatos remained extremely tight throughout the period adding new supply in 1998 and quickly absorbing over 110,000 square feet. After absorbing very little new space during the mid 1990s relative to total absorption in the West Valley, Los Gatos accounted for over two thirds of area absorption in 1998. Historical absorption figures for Los Gatos reflect the lack of new construction in the Town rather than actual levels of local demand for office space. OFFICE SUPPLY CHARACTERISTICS AND PERFORMANCE The performance of office space in the West Valley has lagged behind other Silicon Valley markets in large part due to the concentration here of older, lower grade facilities. Table VI-4 presents an overview of office grades and inventories in various submarkets near Los Gatos. The West Valley currently contains more class C office space, consisting of lower quality, older buildings, than any other nearby area. In total, 30 percent of the class C office space in Santa Clara County is concentrated in the West Valley. As Table VI-5 displays, the West Valley thus contains the lowest rent class C office space in the area. Within the class A category, the West Valley contains a far smaller portion of the county total, under nine percent. Class A rent levels in the West Valley fall within the range of rents for such space throughout the county, about $3 per square foot. These figures point to the fact that higher vacancy figures for the West Valley area (relative to extremely low vacancies countywide) are probably due mainly to large quantities of older office space rather than location. Table VI-6 details the current performance of a number of office projects in Los Gatos and surrounding areas. In general, brokers dealing with office space in Los Gatos emphasize the fact that demand has not been met, historically, by new supplies. Compared with earlier periods in which high technology firms remained concentrated in areas to the north of Los Gatos, today's high-tech office users are increasingly seeking space in Los Gatos and the West Valley area. Growing local high-tech demand follows from a number of factors. Perhaps most importantly, the concentration of Silicon Valley executives in Los Gatos and surrounding West Valley communities makes the area a very convenient commute for people with control over firm location decisions. Additionally, the West Valley still boasts office lease rates below those in areas to the north such as Cupertino and Santa Clara. Economics Research Associates VI-2 Finally, increasing numbers of Silicon Valley workers are commuting from Santa Cruz, making Los Gatos the closest, most convenient destination in the area. Overall, local office properties are faring extremely well in Los Gatos and the West Valley. Among the newest office projects in the market area is the 60,000-square-foot development at 750 University Avenue in Los Gatos. The project was finished in 1998 and all but 5,000 square feet had been quickly leased to research and development users at extremely high rates. At $3.50 per square foot, lease rates are running as high here as almost anywhere in Silicon Valley and the Bay Area. Other local projects, such as the Twin Parks office nearby, are leasing at only slightly lower rates, indicating strong demand for space in the area. The older University Park development, also located nearby, boasts nearly complete occupancy in its 230,000-square-foot office campus. Smaller, older properties in Los Gatos are leasing space at lower rates than these projects. In general, new office projects in Los Gatos are commanding higher rents than other areas of the West Valley. In Campbell, projects built in the 1980s are commanding office rents ranging from $2.25 to $3.25 depending on the quality of the space. The Greylands Business Park recently leased 100,000 square feet to the fast-growing interne company E-Bay. Additional available space at the property is running at $3.25 per square foot. In Saratoga, the Saratoga Office Center, also built in the mid 1980s, is leasing space for $3.00 per square foot. FUTURE COMPETITIVE OFFICE SUPPLY In response to extremely high lease rates and consistently low vacancies, office developers continue to construct new projects in the Silicon Valley market. Table VI-7 lists projects currently under construction, approved, or planned in the market area. While an extremely large amount of space is currently under construction, nearly 1.8 million square feet, and over 4.5 million additional square feet has been planned, land constraints continue to hold office supply growth in check in the market area near Los Gatos. Within Los Gatos itself less than 50,000 square feet are currently planned, and a total of under 500,000 square feet have been planned (most of it currently under construction) in Campbell, Cupertino, Saratoga, and nearby areas of San Jose. The most direct competition for office development at the North 40 will come from the Pruneyard area of Campbell. Two new developments, one 130,000 square feet and the other 280,000 square feet, will be completed within the next year. Located alongside Highway 17 with high visibility and easy access, and surrounded by a wide variety of commercial uses, these projects are well positioned to take advantage of Economics Research Associates VI-3 growing interest in West Valley office space. The larger of the two developments is currently leasing space for $1.85 triple net (meaning the figure does not include certain building operating expenses), a far more affordable rate than most new office projects. Poorly planned office developments built in the Pruneyard area some years ago have tainted its market image and continue to hold down lease rates in the area. OFFICE DEMAND FORECAST Table VI-8 presents our forecast office demand figures. We calculated future demand at the North 40 site by considering a number of factors. We established historic demand rates for office space in Santa Clara County and the West Valley area by correlating office employment growth with new space absorption. By carrying office -space -per - employee trends and office employment growth projections forward together, we assessed the amount of office demand for 1998 through 2015. We then considered the amount of space likely to enter the market during 1999 and 2000, and calculated leftover demand for these years. Finally, by projecting the share of forecast future demand that the West Valley and Los Gatos areas will be able to capture, we calculated the amount of space for which we can expect market support at the North 40 site. During 1999 and 2000, approximately three and a half million square feet of office space will enter the Santa Clara County market. Of this total, over 500,000 will be located in the West Valley. The competitive advantages of the North 40 location are such that we expect support for 80,000 square feet of new office space during these two years. We forecast support for an additional 120,000 square feet between 2000 and 2005, and another 100,000 during the following five years. In total, we project demand for 300,000 square feet of office space at the North 40 site during the next ten to fifteen years. Economics Research Associates VI-4 O1 •-• CO N 6'1 V'1 00 M 4 4 N .O V M Cr*, M '1" 0 N M 00 O N " h 00 Cr, N N N N N N N 69 64 69 b9 69 69 69 69 N N M M --� M M kr.; — 0 N T sc 0 kr) 00 CO ON O h 00 NO NO N N N N N N 69 69 69 69 69 69 69 69 eC 0 eu L eu R N Tr N er— N M vO h 00 00 00 7, Q+ o. :T Q, ON ON 0 o O+aC,aaON LA U U 0 0 cC .Q a� O' cu a D4 C CC Source: National Real Estate Index, ERA r n 1998 Total Occ. Vac. Vac. e t-. „0 C-, , f� t� N M v01 N at — N N 00 O CO .0 000 sO v' M — — — N NO ON 0 V1 N O 00 t0 0, 7 — — — t-- V) N N el . s0 r� 1 M r- 00 enN ,O M O N O CO M N v1 M M O 0000 0M0 v1 �t eh — N — en C.4 Nr . NO rON 000'i — N N N. [ .. sz 41 as N 17 — gt ON N ON 00 M ON v1 v1 N M O\ O I�• 01 t� v1 — V' - M O et er eh 7 M NO et LPl vi M 1997 Total Occ. Vac. Vac. e e o 0 O M N O O O1 00 0 o o — o v1 — — — — v) ..- ,O 0 NO et 00 `' N — — — to NO NO 01 — ten 00 et NO M — — — 0 N I-: o N 1� 00 el. e+ 00 Tr NO ee 0 0 o e e e I� O DD M DD — M cV - en O Vi 00C t- rr- s o— 00 m N Tr M er — — 00 N 'O V M c- 1� C\ CO er NO N 00 C5. el el I` N NO — O+ 1-- a M 0 el. N — o r1 00 O M 0 — et r1 00 N f� — er e et cV M n N M 0 Ow M NO M l- N M ai- — .. R u es .j u 0 e e e e O 01 r N — 0 N M v, - r�1 0 l� 00 O 0 00 O N 00 eh 0 M— ---= T N vn1 0000 C VD M — •= e N b M ON "el enN0 h V ri o 0 0 0 0 0 N v1 en 7 0 O f- vi N N N tt Na. M C,0 V> N — er v1 N0 N N r- v1 00 M 0 00 M et, 01 et, M c- en —'a~ h O vn1 e7+1 0.O M O — 'S 00 N r" - et 0 M CT 0' 00 — M - 00 M 1995 Total Occ. Vac. Vac. \e \ \ \ el Len O vi - l-: C O1 0 00 N 00 0 0 00 00 NO er vf N-- — — 0000 000 00000 Tr v1 M — - - \e e O\ 00 eeV n 0 N M 00h 10 r1 \e \e \e \e \e \e e — 0 0 t — - cV O o0 v1 v1 V> C1 NO N enet NCO ^N in NM 7 00 10 0 et 00 en 0 NO N M O 0 tel N NO M — 0 en 0 N 0 0 M O� — Tr.0o r4 'o — � v1 e00 S v N r N 0 M [- '0 N M .1. ..ri > N 03 > el t, 0 ca F 0 0 0 0 re? eV t� — cV 10 O` N N N-v.,N O N 4.1 VI d M— —— ee�� '.00 O O n et 0en — - - o N Tr 0M M O. enN r,1 v1 en e e e e e e s h n N en en N — 0 — �t N N 10 N ON eh— et^ N een vN CO00ON n 0. 00 v1 N 00 SO tel M— M N N N 0000 000 r1 00 CO. V r1 N N0o a- v0,1 e en si v1 T M — 00 N O0+ M en Selected Submarkets at II 6e 0 Cr) c 00 d a 6 0s a G7 o e > - `� E o L c 0Uena 3 2 C A Z a `o ° 0 G Z t%)) A e N y y— to .L o 0 o U ', t,-»-e:? = 0 e c 0 0 e Uv.,v 4.,(7) n' t. O 0 U la U .et a 00 Source: CB Commercial, ERA GO > Q CT, Q N M 00 , 01 VD 00 'Tr M en N1 N r` 01 00 sD N M O\ M O d' d' d' to Cr, —. VD d' 01 ‘D 'V' I� C1 O N -- d' O Ti N r- d' O, oO Vl N N M N O C.'� O N N O Ann. Avg. 1994-98 N 0 0 --' d' 00 00 00 N, .-- T O d' •D N en -- -- -- kn C, d' d- N d' On 'ILe')' 0 N 00 en 00 \D M M ,.D O ON 00 0 O 00 N NO tel 00 d' kn end' M V1 Ni —t -- L M VS O, 00 OON N -- 0 0 0 07 0 0 0 ,n O 0 0 0 .- M --' v'i d• C -- r` N 00 d' On ON ON ON TrN N N m 0 0 v1 N 0 stD M ,-- M N -- -- CT) d' 0 N r .r O` rn V v) 0 -- 00 ? 0 O\ en- 0D in d' .r.� d' en N r 0 z d' N 00 M -- v1 0 0 --- 0 00 � 0 to N N, it cf d 00 V"1 ^ .... N N N 0 `.0a N M `p ?' .r 0 ,4D 0 -- O "et 'et en'-- O f` N O� �-- ---' t` v'� N N 0 N 0 0 -- U1 N 00 en 00 -- oo Lt..,.D 'D 00 -- O� N Cr) On Q' -- r -- '--' en 0 r- G1 e afi Q' °' 01 N d' N N NN -- 0 'r CO d^ O1 -- r- N d ,n N er CO O O, V') N 00 M M d' vl d' N 01 d' ON 0 O1 CO O 0 d' 00 v'i -- N N r` O 0 -� oo N N N 0 to en r en d• Q' — ,O m 0o in N N r- N 00 V1 enOn M 47 M ,,D T 0 M oo 0 ON en Tr0 enN 00 N N \D 00 N On N V� 00 -- 1D N O\ 10 O\ '--' ,--i N N d' Selected Submarkets 6 d • o C 7 o 0 G3, ti `� E= L O V vi CA _R O = > ; 3 = a .= = L. 0 0 0 V >, 6, , ^7 '-o R O a== - a o V z CA z CA C i, ° o U R a Cn 'O 0 a L_ 00 0 U U co 0. cn 0 O 0 c E .0 cTS O U 0 a a 0 O O 0 cn 0 a� E 0 0 8- 0 z Source: CB Commercial, ERA Table VI-4 SANTA CLARA COUNTY OFFICE SUBMARKETS: OFFICE GRADES AND INVENTORY ' Total Share of I Inventory Total 0 O N r - O 00 ,Z) oo M 0 0 0 0 0 0 V' N V 4 r1 N N—, ..... C. M N O M t-- Vl [-- -- vl sO 4 -- oo -- M o0 0; .-. 0100 M 00 v'i er -- cr Li-1 7 M oN O t� ,.O 01 N r- V) .-- V 0 O O sr) r- o ' rt' to Vl rl Class C Share of Inventory Class C 0 O O r1 Vl 01 or, in... O N. 0 0 69 o 0 0 [- M -- O V M O 4 0: 01 — 00 — N M 00 '- O 00 O -- N sO ON 00 Vl 00 rl 00 `O O\ C71 00 VI.' \O 0' N — 4 O en N O 00 O '0 VD Vi Le') , .--- 69 O O O M N ON co" _ O r Class B Share of Inventory Class B C O 4 O 'I' V 'O O 7 O O O O O O N 00 V a, [� M 0' rl 4 — N kr' o0 Vl ON [— 00 0 N 0000 ‘.O O_ 00 N t� .O O vl 4 N -- M --- N O O O O l- 00 Ol N Vl Class A Share of Inventory Class A 0 r- 00 0000 Vl N 7 -- 0 0 0 0 0 0 M O, V1 O N ,-O O4 Vl N 4 N O N N t- 4\O C C O 00 - + N -- O M vl M O N 'I*ON kr) O� -+ M N 0 O O O so Q` vO N M Selected Submarkets R > c O p. c s 0 0 ° 8 8 8 Cj > •y "� ,' i'7 cC C a c c c a c Urnv0r0r0co) � _ c U - R c 00 ar a� a? 0 0 ca 07 C 00 0 ct v 4 oo E 01_ U a ° b 0 C7 H ; O ♦ N :d C � c3 U « 0. 0 O > �ry Source: CB Commercial, ERA Table VI-5 SANTA CLARA COUNTY OFFICE SUBMARKETS: OFFICE GRADES AND AVERAGE RENTS Average Tr N 63 I` M M .^ rf Ul 00 'Cr 7 O I� (Ni N N N N N 69 64 69 69 69 69 N 63 Class C '.O N 69 trl N .- , 00 ON t+l M ---- I� V'1 N N — .-+ N N 69 69 69 69 69 69 00 N 69 Sol'eel' •-+ EA N I� R 00 N 00 N --'- Vl I— Vl rn EA 6csi 699 669 69 EA 699 N M 69 d vi R U O M 69 Er) 0 In 00 0 61 t/'1 O O 4) t• M M r•l N K1 N 69 69 69 69 69 69 M M M 69 Selected Submarkets - >, v 3 O r, 3 S. 0 0 c ee ogz'!)R_ y 8 8 U > ai ti -3 ti �? a 0. = e0 g eC eC 7 vv)�Incn cn 0 0 U CI U ea 1 CA Source: CB Commercial, ERA SURVEY OF SELECTED LOCAL OFFICE PROJECTS 0 m e 0 ^pp' b•0 3 = .� 0 a Q3 U y 0 E -00 ...0 c g' y -SE 6. O Vl 4...i 0 N • CA 0 O 'y O •b O O R J.p E3mz �E- E- W r% n CD 61 0 0 CD R R v1 In �n v1 O 0 o 61 61 N ON 61 M O -a N N Si N e7 'V O O h 00 M N M N N M N M N N N M M 69 69 69 69 69 69 69 69 69 69 69 69 69 69 69 N 00 Tr 0 Cr,r' l� O VD ON M N e .r .-. .-. es.1 — .-. Tr M 0 0 0 O N O O O O'. O MM M '.0 O O O OOO 0MO_NM 0O O M tel ON M./N^OO.4 dN VlviO .-• M M N •-• M — 0 0 0 0 0 0 0 0 0 0 0 O 0 0 O N000oOOO000 p0No 0' O O O'OOfzt�'.00 V1 ONa0m. N M ,D— — d', V�NM O\ NVM N N.. .» C -. .-• 00 00 A '.0 M O of O\ '.O O'. Oti N NO 6-1cd <- 0'.SON'ano000 000000NN00 00 ' a 00 C. O'. O\ O+ C\ O'. O'. O'. O\ O'. O'. C\ a\ 0, ON U O O O O O O O y N N N C 4co co CA O O O R A A A R R Agggghgt .0 .0.0 „0 JO .. ). N CA N I.R.. is 0 0 a°°°rig 00'c I.°.4�a..a.- UUUUUU 0 E > 0 >a Q 1) > ki.? .0 4 o Q8>a C r`J a0i C A R �°n° - R -'i �m �U a GA y o0 > Q CG co O , v1 Lk; Q> O N = C N N y 00 O A Q R R cC 0 .'�-. a. m C7 C7 N 'E ^� I. a �E • `> o oc% •0 RU>b o R > 0 0' •0 > WW u 'd y 3 D v1 I!i I. O t O o E.ems-.• �-,� OcA4 = Saratoga Office Center, 12900 Saratoga 303 Almaden 101 Park Center Plaza 3550 Stevens Creek Blvd Source: ERA Table VI-7 OFFICE PROJECT PIPELINE Description Status Location Size (sqft) LOS GATOS New office Approved 720 University Ave. 20,000 Mixed -use development Pending 15089 Los Gatos Blvd. 15,500 Mixed -use development Pending 634 N. Santa Cruz Ave. 11,000 SUBTOTAL 46,500 Campbell New 6-story at Pruneyard Construction NW Bascom/Campbell 130,000 New R & D office Construction McGlincey/Winchester 280,000 Office redevelopment Approved SE Central/Civic Center 12,700 New 2-story office Approved Hamilton/Marathon 10,000 SUBTOTAL 432,700 Cupertino Office redevelopment Construction De Anza/Stevens Creek 34,600 San Jose None (Near Los Gatos) San Jose Corporate Technology Center Construction Hwy 237/Zankers (North) 602,000 (Other Areas) The Concourse Construction Guadalupe/Airport (North) 354,000 First Montague Construction N. 1st/Montague (North) 255,000 Integrated Circuit Systems Construction Race/Auzerais (Central) 75,000 Rosendin Electric Construction Mabury/Timothy (Alum Rock 44,000 Sobrato Development Approved W. Julian/Hwy 87 (Central) 460,000 Opus West Approved Santa Clara/Almaden (Centra 320,000 Race Street Office Approved Auzerais/Race (Central) 47,000 Spieker Skyport Pending N. lst/Skyport (North) 925,000 One South Market Pending Santa Clara/Market (Central) 300,000 San Ignacio Office Pending San Ignacio (Edenvale) 42,000 SUBTOTAL 3,424,000 Santa Clara Medical Offices Approved 3700 Homestead 770,000 New Office Approved 3975 Freedom Circle 600,000 New 2-story Approved 4210 Great America 36,200 R & D Offices Approved 2525 Augustine 60,000 New 2-story Approved 3310 Woodward 32,500 New Office Approved 2050 Central Expressway 75,000 SUBTOTAL 1,573,700 Saratoga None Sunnyvale None SUBTOTAL - Construction 1,774,600 SUBTOTAL - Approved 2,458,900 SUBTOTAL - Pending 1,293,500 TOTAL 5,527,000 Source: Local governments, ERA Table VI-8 OFFICE DEMAND FORECAST Forecast 2000 2005 2010 2015 161,828 171,662 183,841 193,345 39,046,000 40,941,387 43,845,959 46,112,783 36,411,300 38,623,950 41,364,113 43,502,625 225.0 225.0 225.0 225.0 6.7% 6.0% 6.0% 6.0% tn 0 0 N O IA O O N t O 0 O O N O O 00 n a\ — u a) L O 1,750,000 379,077 580,914 453,365 16.0% 15.0% 15.0% 15.0% 280,000 56,862 87,137 68,005 25.0% 45.0% 35.0% 35.0% 70,000 25,588 30,498 23,802 140,000 267,939 420,429 539,437 80,000 200,000 300,000 Historical 1995 1998 131,349 148,812 32,671,000 35,546,000 30,227,000 34,444,000 230.1 231.5 7.5% 3.1% Historical 1995-98 L99`IS %£' b9 000`S8 %6' 8 £££`8S6 OFFICE SUPPLY Est. Office Employment Office Supply Occupied Space Sqft/Employee Vacancy Rate SUPPLY CHANGE County Annual Supply Addition West Valley Share West Valley Annual Addition Los Gatos Share of WV Los Gatos Annual Addition Los Gatos Cummulative Subject Site's Total T 0 O U V • C C '9 C E V T a • -p a. g, • c° u L U � cy � c a L_ :d 3 0 ✓ " OCU 3 0 U_ o O 0 w, 3 O T co q • U vi 7 • U O U U U C.)L O a • c • 5n T • C U C E E a > c a ro • EL • E U O U O D. E a • x u 0 o 0. at <n R • C .D ttt u .0i i cd CZ. cl d0 U y C y U U E O O t.. EC C :J u 0 O • c, ri Section VII HOTEL MARKET ANALYSIS This section analyzes market support for hotel development at the North 40. We begin be considering trends in lodging revenues throughout the market area and comparing market shares captured by Los Gatos and surrounding cities. Next, we look at occupancy and room rates for the region and focus on the performance of local hotels. Finally, we forecast the future demand for hotel rooms in the market area and consider whether it will surpass planned supplies coming on line. MARKET AREA LODGING REVENUES Table VII-1 presents annual lodging revenues during the 1990s for the Town of Los Gatos and surrounding cities. Los Gatos accounted for about two percent of the revenue generated in the cities considered, and its share of the market grew steadily until fiscal year 1997, when the Lodge at Villa Felice closed. Among the neighboring cities considered— Campell, Cupertino, San Jose, Santa Clara, Saratoga, and Sunnyvale —only San Jose substantially increased its share of lodging revenues during the 1990s. Los Gatos managed to increase slightly despite the recent closure, while all of the other cities experienced diminishing market shares. Table VII-2 converts annual lodging revenues into constant 1998 dollars in order to show real revenue growth. Annual increases in revenues have been substantial in nearly every city under consideration. Revenue in the Town of Los Gatos increased by over ten percent annually during the 1990s, more than the extremely healthy group average of nearly nine percent. Only San Jose's revenues grew at a faster pace. Through the mid 1990s, revenues in Los Gatos grew at nearly double the rate of many surrounding cities. In 1997, however, with the loss of the Villa Felice, revenue dropped by over 20 percent from the previous year. Lodging revenue growth in Los Gatos, as well as in some surrounding cities, can be entirely attributed to increasing levels of occupancy and rising room rates during the 1990s. No new hotels were added during this period in the Town or in immediately adjacent cities such as Saratoga and Campbell. This indicates that the area represents an extremely Economics Research Associates VII-1 attractive hotel market, one which has managed to increase revenues dramatically while competing with new, expanding supplies in other portions of Santa Clara County. ROOM RATES AND OCCUPANCY Regional Trends Throughout Santa Clara and San Mateo Counties, a booming Silicon Valley economy during the late 1990s has driven up enormous demand for hotel rooms. Growing numbers of visitors to the Bay Area during the period and continued population growth have also spurred demand throughout the region. Table VII-3 presents average room rates and occupancy figures for Santa Clara and San Mateo Counties and for Northern California. Occupancy rates peaked in the region in 1997, at 81.5 percent. Large numbers of new hotels built during the past year have brought the occupancy rate down to a still healthy 78 percent. Rate increases during the past four years have been extreme throughout Silicon Valley, rising at over 16 percent annually each year. In 1995, room rates in the area were lower, on average, than Northern California as a whole. During the ensuing years of high demand, Silicon Valley room rates have passed and risen well above rates in the surrounding region. Local Market Performance A hotel at the North 40 site, with high visibility and easy highway access to a broad area of Santa Clara County, would compete with hotels in the West Valley as well as downtown San Jose and areas further to the north. However, the Los Gatos location provides a set of nearby amenities --chief among them views of the hills and access to shopping and strolling opportunities within the Town —which areas outside the West Valley do not include. We therefore define the market area to include: Los Gatos, Campbell, Monte Sereno, and Saratoga. The area's appeal to travelers is evidenced by growing lodging revenues despite unchanged supplies and by the extremely successful performance of local hotels. Table VII-4 presents an overview of hotels in the market area. Nearly all of the properties are experiencing occupancy rates above the average for Silicon Valley, some are fully booked for weeks and even months in advance. Average occupancy for the area is an extremely high 86 percent. Most operations are fairly small, all but two have fewer than 100 rooms, and no new hotels have been built in the area since 1989. The average room rate, $125, is somewhat lower than the average for Silicon Valley as a whole. According to the Economics Research Associates VII-2 hotel operators, business travelers make up the majority of hotel guests. On weekends and during summer months, other visitors to the area often fill up some of the smaller properties. Many local hotels, especially in Los Gatos and Saratoga, are owner -run operations which tend to rely less on marketing and cater instead to repeat clients who spread their name by word of mouth. COMPETITIVE HOTEL SUPPLY A few new hotels are planned or currently under construction in the market area. Table VII-5 outlines new hotel projects in various stages of planning and development in the market area and in nearby areas of San Jose. Within the Town of Los Gatos, a new 72-room hotel has been approved on E. Main Street, just across the freeway from downtown. The Toll House Hotel, just to the west of downtown, is planning to add 27 rooms as well. In Campbell, a 54-room addition to the Pruneyard Inn is currently under construction, and a new 117-room long -term -stay hotel has been approved as well. We consider most of these projects to pose a direct challenge to any new development at the North 40 site. The long- term -stay hotel may serve a sufficiently distinct market and prove less relevant to future demand at short-term hotels in the area. Within San Jose, upcoming supply additions may impact demand at the North 40 site as well, but to less a degree than new projects closer in. A total of 420 rooms are either approved or planned for western parts of San Jose, including a 200-room hotel at the redeveloped Town and Country Mall which has been approved by the city. HOTEL DEMAND FORECAST Table VII-6 presents our forecast hotel demand for the market area consisting of Los Gatos, Campbell, Monte Sereno and Saratoga. Compared with a current total of 807 rooms, the area will experience substantially increased supplies during the next two years. An estimated 153 rooms will be completed in 1999 and another 117 will be added in 2000. Additions to San Jose will also likely siphon demand for rooms in the area. These new developments are responding to extremely high local occupancy rates which have mounted during a period of virtually no new supply additions. Our demand forecast relies on projected population and employment growth in the area along with a factor to account for the pent-up demand for rooms in the area which has not been expressed due to extremely tight supplies. A portion of new supplies coming on Economics Research Associates VII-3 line during the next few years will actually induce demand in the West Valley compared to other surrounding areas. Given the influx of new rooms, we project that the number of supportable rooms at the North 40 site will remain fairly low until 2002. We forecast that by the year 2002, demand will reach a level sufficient to support a 150-room hotel at the North 40 site. Economics Research Associates VII-4 Table VII-1 MARKET AREA LODGING REVENUES 1990-1998 ' 00 CN t`o oh oN o+ ON WI o+ ..r un on Obi O, Q\ CN N O,1 Os 'O O c O oo O v oo kr, '0 I� 'O O N K1 kr, 0o r 00 00 N 00 N to N 69 69 69 O_ 69 00 C 69 M 69 69 69 0 O 00 O N V 00 .0 v1 kr, N r N CO 00 .O 00 j 00 cr." N C— N N ^ V1 69 69 64 '17 00 69 [� M 6H 69 M fs9 69 M s.O O r --O e r 0 O U1 O N Q 0 ,O o0 00 O Le-,N 00 Ck 69 69 69 �N. C-- 69 'I b b4 6A N 64 64 O C\ 0 C+ C\ 0 1n N C C. O 0rn o0 00 Vl V1 N 00 to 69 64 69 0 ,O 69 7 N 69 69 69 N 69 0 cr. 0- 0 d• O cns O oo O O kin r, et C 00 vl M Le 69 69 69 00 v'i 69 0 69 69 69 N 69 N 4-1 'n VD ,O 0 M r- M M N l� N O '0 O 0 �0 VO 0 N ,n M v'1 69 6699 69 t- O 69 7 000 69 69 69 69 O O 0 C, C, 0 V en v.,co un 0 �t CZ O M Q O O d M 69 69 69 r O� 69 d' 0N00 69 69 69 69 r- C` 0 C M co N O. O C) M v7 0 O� N 00 r-- N kr V'1 [- N 69 69 69 'O 'I 69 69 69 69 00 69 Santa Clara 7.1 OD j, L. 00 00 Total Market Change 90-98 0 0 0 0 0 0 [� O r- N O O O 7 `D 7 O 0 on r- on on b 0, O, er on o+ et o+ M on on .-w M cn CA o+ oN 0 oo N N 00 'J co O N N O 0 0 0 0 0 0 0 0 O C M T N r M O N N N M sO O^ 0 7 N N 0 0000000 G" Q\ 00 00 --0 N N N M 'O O ^- 0 �t N N 0 0 0 0 8Q 0 0 0 0 M Tr. M O 'O oo ' O N N M M D O O N N 0 0 0 0 0 0 0 0 0 ---1' M oo oo N O N M M \O O O - N N 0 0000000 Len kn D o0 00 O N M N 0 ci N 0 8Q 8 O O O e O t- M v::; CO CO VI O N M O O M O N N 0 8 o OO C O 8Q o �O ON N rr N 00 00 co O O M N N O LOS GATOS Santa Clara Total Market Source: Local Governments, ERA ANNUAL LODGING REVENUES ADJUSTED TO CONSTANT 1998 DOLLARS 00 O, r CT N ON ON — OO ON N ON 11 If CT rr f►r a:T & o- -oror--rn o oo O v') oo v') — r O N M v) 00 ✓ 00 00 N 00 N iris 69 69 69 ^ O 64 00 Q\ 69 M 69 69 69 as 00 M N M as en N ON .rr CTn• en01 v� O O CO •D O • c• o" r N O • N ri ,D 69 --o EA vl O\ 69 r 4 69 -» 69 69 M 69 64 00 v'1 vl r N ^ r 00 7 s O es., r- t.-7 00 00 oo" O N f V 00 69 69 69 N 00 69 \D 69 69 N 69 69 VD cf vl O \O OT ^ VD CT M ^ N N N 00 vD 00 O ^ VD,. ON M NO V7 V• .I. 00 VD N • 1- 1 M VO 69 69 EA 0 VD 69 vl 4 69 69 N 69 EA ✓ 7 en .-. 4 4 sO O� 00 r- oo N 00 v• i t- o0 00 00 69 69 69 CT Vr 69 d 69 69 69 N 69 O M vl rl rP r er ^ CNNC CTvl _ d' eVmr Tn 00 VO O M tn.. r 00 VO CT N 69 69 69 00 v') EA .1' _ 69 69 EA N 69 0000 vl v'1 00 eN M m 00 • O o0 0o O VD C M v• l ,Z3 CT 69 69 69 CO v• l EA tt 69 69 64 N 69 ✓ O1111 01 00 O ON rt M ,O NO N eh 00 00 vl M CT M vl r oo M M v: M ^ M r 69 69 69 00 V') EA 69 69 N 69 LOS GATOS .--, O - ao 9 y ea R = O. = C LR. = U U Cis rig v) rn Total Market REAL GROWTH IN LODGING REVENUES 1990-1998 da i a O 0 0 0 0 0 0 o (- M C1 4 00 00 O 4 en -+ r kO o0 00 ON CeN ON ON ON ON -r In ON ON tt Q O+ ON 0 O� O� O' ON O+ 0 nr ON ON • O O O O ^ M CT M O` N M N O 000000 0 00 �O O M -- --� �D O O a0 T oO M r �D 0 0 0 0 0 0 0 0 [- r O N -- vl as O v> 00 N M N N O 0 0 0 0 0 0 r CT M N ON vl r ri r N oo O 00 O 0\0000 0o N O 0 NC O+ N (-- EN R ^ r 'O ^ N • c o 0 0 • o0 a so 7 M Q 4 N M O O 000000 lO M sr) Q\ VD 00 • O 7 0O vl a0 M N Total Market E N U CT vl 0 7D 0 L 01 CT L1 0, '30 0.0 :. 0 a cn Source: Local Governments, ERA fl Table VII-3 NORTHERN CALIFORNIA Room Occ. Rate Change Rate Change 72.9% 76.5% 4.9% 79.0% 3.3% 78.2% -1.0% $91.16 $110.00 20.7% $118.50 7.7% $127.72 7.8% SC COUNTY & PENINSULA Room Occ. Rate Change Rate Change 76.8% 80.4% 4.7% 81.5% 1.4% 78.2% - -4.0% $87.15 $101.25 16.2% $120.40 18.9% $140.05 16.3% v, ‘o t� 00 a a a a a a a a Partial year figures for 1998 (through November) Source: PKF Consulting, ERA Table VII-4 Total Total Largest Corporate Quoted Year Guest Meeting Meeting Room Occupancy Built Rooms Space Room Rate Rate 1935 30 - - $ 85 98% 1962 20 425 425 $ 110 98% 1958/73 128 3,000 1,800 $ 105 78%1 n/a 60 - - $ 73 85% 1983 97 5,000 1,900 $ 144 85% 1975 23 - - $ 75 82% 0 O a 0 O a n/a 49 - - $ 65 95% 1989 116 3,000 1,060 $ 139 85% 1986 80 - - $ 179 80% 1987 51 1,100 500 $ 157 85% 0 o0 a 0. so 00 V1 tT Q., M Vl O ul N 69 69 69 Erg 0 0 M ' 0 0 M ' 'n 00 0 N a, M N 0 00 kr)00 m N en ON -L a Location City 46 E Main St Los Gatos 18840 LG-Saratoga Rd Monte Sereno 50 LG-Saratoga Rd Los Gatos 55 LG-Saratoga Rd Los Gatos 140 S. Santa Cruz Ave Los Gatos 235 W Main St Los Gatos 675 E Campbell Ave Campbell 1300 Camden Ave Campbell 1240 Camden Ave Campbell 1995 Bascom Ave Campbell 2761 S Bascom Ave Campbell 20645 Fourth St Saratoga 14626 Big Basin Way Saratoga • 0 Garden Inn La Hacienda Inn Los Gatos Lodge Los Gatos Motor Inn Toll House Hotel Village Inn Campbell Inn Executive Inn Suites Motel 6 Pruneyard Inn Residence Inn Inn at Saratoga Saratoga Oaks Lodge Total / Average Source: Direct from hotels, ERA Table VII-5 HOTEL PROJECT PIPELINE Description Status Location Rooms LOS GATOS New hotel Approved 210 E. Main Street 72 Toll House addition Approved 140 Santa Cruz Ave. 27 SUBTOTAL 99 Campbell Pruneyard addition Construction NW Bascom/Campbell 54 New "suites" hotel Approved SE Hamilton/San Tomas Expway 117 SUBTOTAL 171 Cupertino None San Jose Town & Country Village Approved Stevens Creek/Winchester 200 (Near Los Gatos) Inn at Moorpark Approved Moorpark/Saratoga 77 Executive Suites Hotel Approved Bascom/Shelly 43 TownePlace Suites Pending Saratoga/Keily 100 SUBTOTAL 420 Saratoga None SUBTOTAL - Under Construction 54 SUBTOTAL - Approved 536 SUBTOTAL - Pending 100 TOTAL 690 Source: Local governments, ERA Table VII-6 HOTEL DEMAND FORECAST Hotel Room Demand Analysis O '. y. '� 2 "O CI- , = CI1 •O _ 00 - 00 M f,.1 O O, - 00 - 00 N O M — M CT N CT — M CO h V1 ND Vl O .O v1 ,-O O O Room Supply r 0 •00 �r-- 0 0 O cry O t- g r- 0 r- r- rr- r- 0 0 0 0 0 0 0 � 0 h- 0 En > o p, • a D cn 'D Q rn h _ _ Supportable @ 1 72% r 1 — 'n rr— O O r h N N 'n r N 'n N M h r M 00 N .7 ,O s.O ‘,O 00 O ,.D O C 0,0 N .7 in 'rl M 'n vO h CO ,,D r l N r h 'n 8 `" c4 c M chO\ ON to N V' O .tt 0o h 00 00 00 00 C^ v� O� cr.,O� O� ON _ un 00 O O— Tr — — — — — — N — N — N — Demand Growth ' \ \ 0 0 — 00 h \ \ o e CT ON C 7 \ o Q• r.1 \ 0 Q• rM \ 0 Cl'+ M \ 0 h to \ \ \ \ \ 0 0 0 0 0 h h h h 0 N N N N N \ 0 0 N \ 0 0 N \ 0 0 N \ 0 0 N Location Factor ' \ 0 0 0 M M \ \ 0 0 0 0 M M \ 0 0 N \ 0 0 N \ 0 0 N \ 0 0 N \ \ 0 0 0 0 0 0 0 0 0 0 \ 0 0 0 0 \ 0 0 \ 0 0 Employment Growth ' 0 0 V'1 '/') M N 0 0 N N 0 N 0 N 0 N 0 N 0 0 0 0 ( (NI N N N 00 O 0 00 O 0 00 O 0 00 O 0 00 O Population Growth 0 0 0 0• . VD VD h h -- 0 0 \ 0 h 0 \ \o \ 0 0 0 h h 'r) 0 0 0 \ \ \o \o \ 0 0 0 0 0 V1 V'1 N V1 M 0 0 0 0 0 0 M 0 0 M 0 0 M 0 M 0 i- >. co O, O — N O O O O', O O O — — N N N M O O N .7 O O N 'r1 O O Cl O O N h 00 C1 O — O O O O O O O O N N N N N N O N M O N .7 O N kr) O N Source: ERA Section VIII FISCAL IMPLICATIONS OF LAND USES This section weights the impacts of different land uses on the Town's budget. The fiscal impact on Los Gatos of each use is roughly calculated here in terms of tax revenues generated by the use less public services expenditures. In summary, a hotel would be most beneficial to the Town's General Fund budget, followed by retail uses, a cinema complex, and finally offices. Due to the high number of workers and the lack of taxable activities directly associated with offices, this use costs the Town more budget dollars than it contributes in taxes. However, office use provides support for other uses that generate a more favorable fiscal return, like hotels, shops and restaurants. Table VIII-1 outlines the tax revenues generated for the Town by each use. The table also estimates Town expenditures for public services associated with those uses. When considering the fiscal impacts of a specific land use, it is important to note that retailers, entertainment venues, hotels and offices provide one another with patronage and other synergies which are not well reflected in these fiscal impact figures. Each of the land uses considered would generate revenues for the Town based on a combination of tax sources. Compared with other revenue sources, property taxes have a relatively small overall impact. The Town of Los Gatos receives just nine percent of the one percent of assessed property value collected for property taxes. Sales taxes figure more prominently: the Town receives one percent of all taxable retail sales. Among non -retail uses, retail sales taxes are generated in a variety of ways. In hotels and cinemas, for example, a portion of the use is dedicated to retail or restaurant space which generates taxable sales. With offices, we consider local expenditures by office workers in order to estimate sales tax impacts. For this analysis we assume that office employees spend an average of $2,800 annually in local Los Gatos restaurants and retail stores. These are expenditures which would not have been made had the workers been located elsewhere. Transient occupancy tax, at ten percent of hotel room revenues, generates the greatest amount of revenue for the Town on a per acre basis. Economics Research Associates VIII-1 Table VIII-1 COMPARISON OF TAX REVENUES AND PUBLIC SERVICE COSTS Retail Retail Retail I Home Furnish. Build. Mat. Specialty Office Cinema Hotel 90,000 60,000 100,000 300,000 60,000 75,000 0.3 0.3 0.3 0.5 0.3 0.5 6.9 4.6 7.7 13.8 4.6 3.4 500 500 400 225 1,000 600 180 120 250 1,333 60 125 $25 $25 $28 $50 $25 $30 $75 $75 $150 $180 $175 $180 $14,250,000 $9,500,000 $24,333,333 $84,000,000 $15,500,000 $18,000,000 $142,500 $95,000 $243,333 $840,000 $155,000 $180,000 $12,825 $8,550 $21,900 $75,600 $13,950 $16,200 $220 $200 $250 $12 $14 $24 $198,000 $120,000 $250,000 $37,333 $8,575 $18,185 85% 85% 85% 95% 85% 90% $168,300 $102,000 $212,500 $35,467 $7,289 $16,367 00 - v - cr $181,125 $110,550 $234,400 $111,067 $21,239 $474,208 Assumptions Building Size (Sqft) Floor Area Ratio (FAR) Land Area (Acres) Sqft per Employee Employees Property Tax Revenues Land Assessed Value (per Sqft) Building Assessed Value (per Sqft) Total Assessed Value Annual Property Tax 1 % Los Gatos Share 9% Sales Tax Revenues Sales per Sqft Sales Tax 1.0% Net New Revenues Net Gain to Los Gatos Transient Occupancy Tax Revenues Gross TOT Revenues 2 10% Net New Revenue in Los Gatos 85% LOS GATOS TOTAL REVENUES Table VIII-I (Cont.) COMPARISON OF TAX REVENUES AND PUBLIC SERVICE COSTS ) tg § u E \ / E00 E r a) a.)"0 Source: ERA Town Council Minutes June 7, 1999 Redevelopment Agency Los Gatos, California COUNCIL CALENDAR OF MEETINGS (03.10) Informational item presenting future Town Meetings for Council and other Town Boards and Commissions was received and filed. RATIFICATION OF PAYROLL/MAY 1999 (04.V) Motion by Mr. Pirzynski, seconded by Mr. Attaway, that Council ratify the check registers for the payroll of May 2 through May 15, 1999 paid on May 21, 1999, in the amount of $398,978.53. Carried by a vote of 4 ayes. Mr. Hutchins absent. ACCOUNTS PAYABLE/RATIFICATION/MAY 1999 (05.V) Motion by Mr. Pirzynski, seconded by Mr. Attaway, that Council ratify the accompanying check registers for accounts payable invoices paid on May 14 and May 21, 1999, in the amount of $1,289,771.10. Carried by a vote of 4 ayes. Mr. Hutchins absent. MINUTES OF MAY 17, 1999 (06.V) Motion by Mr. Pirzynski, seconded by Mr. Attaway, that Council approve the Minutes of May 17, 1999 Joint Redevelopment/Town Council Meeting as submitted. Carried by a vote of 4 ayes. Mr. Hutchins absent. LIBRARY LOAN PERIOD CHANGES (07.44) Motion by Mr. Pirzynski, seconded by Mr. Attaway, to accept and file informational item regarding change in Library loan periods. Carried by a vote of 4 ayes. Mr. Hutchins absent. FRIENDS OF THE LOS GATOS PUBLIC LIBRARY/DONATION OF $17,990 (08.44) Motion by Mr. Pirzynski, seconded by Mr. Attaway, that Council accept donation of $17,990 from the Friends of the Los Gatos Public Library. Carried by a vote of 4 ayes. Mr. Hutchins absent. COPIER/PINNACLE DOCUMENTS/PLANNING DEPARTMENT (09.28) Motion by Mr. Pirzynski, seconded by Mr. Attaway, that Council authorize fixed asset purchase of copier for Planning Department from Pinnacle Document Systems for $24,215.53. Carried by a vote of 4 ayes. Mr. Hutchins absent. NORTH FORTY SPECIFIC PLAN/MARKET STUDY/ECONOMICS RESEARCH (10.47) Motion by Mr. Pirzynski, seconded by Mr. Attaway, that Council accept and file report and referral to the General Plan Committee and Planning Commission regarding Economics Research Associates updated market study for the North Forty Specific Plan Area. Carried by a vote of 4 ayes. Mr. Hutchins absent. WINCHESTER BLVD 15350/VILLA FELICE/PLANNED DEVELOPMENT (11.09) Motion by Mr. Pirzynski, seconded by Mr. Attaway, that Council accept and file report from Planning Commission recommending denial of Planned Development Application DEV-97- 006; Project Application PRJ-98-130; and Negative Declaration ND-98-0010. Carried by a vote of 4 ayes. Mr. Hutchins absent. TC: D11: M M060799 2 Assam INVESTMENTS Real Estate Services MAXIM September 8, 1998 Honorable Mayor Linda Lubeck and Town Council Town of Los Gatos 110 E. Main Street Los Gatos, CA 95030 Re: Planning Commission request for "Clarification of Town Council's policy regarding development in the North Forty area prior to adoption of the North Forty Specific Plan." Dear Mayor Lubeck and Council Members: Please consider the following serious concerns we have about the September 8, 1998 Council report addressing the above mentioned subject: • The report does not address the fact that the Town currently has sufficient criteria in place for evaluating development applications in the "North Forty". Land use and design criteria exist in the form of the "Route 85 and Vasona Light Rail Element" and the Los Gatos Boulevard Plan and Design Standards. • The distribution list does not include all "North Forty" property owners. An urgency interim ordinance should not be discussed or considered until all affected property owners are noticed. • The General Plan Committee and Town staff encouraged us to file a Planned Development Application on the North Forty. Now that the Planning Commission has considered our application, it appears that it is the target for an urgency interim ordinance. Sincerely, ./6,e/g William F. Hirsc man President 1540 Parkmoor Avenue Suite D Snn Jose, California 95128 468/938-6716 fax 4O8/938-6720