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HomeMy WebLinkAbout1.02 Market StudyShlaes &Co. MARKET STUDY Los Amigos Ranch PREPARED FOR Mr. William G. Kane Sno-Engineering Inc. Aspen, Colorado BY SHLAES & CO. 405 North Wabash Chicago, Illinois May 1980 Shlaes &Co. TABLE OF CONTENTS Summary 1 Location 4 Site Description 4 Regional Context 4 Glenwood Springs and Vicinity 6 Los Amigos Ranch 7 Energy Resource Development and Housing Demand 9 Competitive Developments 12 Glenwood Springs Area 12 Missouri Heights 15 Basalt 16 New Castle 16 Carbondale 17 Selling Pace, Pricing and Marketing 19 Sales Pace 19 Homesite Prices 20 Marketing 21 Addenda M.L.S. Residential and Lot Sales, Upper Colorado Region, 1977-80 Homesite Sales at Selected Developments Location Map Recent Housing Developments: Missouri Heights Recent Housing Developments: Glenwood Springs and Carbondale SUMMARY Shlaes &Co. 1. The Los Amigos Ranch site consists of about 2,200 acres of partially agricultural, gently rolling mesa on the southwest side of Spring Valley. The site is about six miles south of U.S. Interstate 70, and about three miles south of the Glenwood Springs corporate limits. 2 Access from Glenwood Springs to the Los Amigos site is very good, with a four -lane divided highway covering most of the distance; a paved two-lane county road connects Highway 82 to the site's entrance. 3 Homesites at Los Amigos Ranch will tend to be perceived as a part of the greater Glenwood Springs housing mar- ket, competing primarily with lot offerings in the vicinity of Glenwood Springs and lots in the Missouri Heights area. 4 The majority of competitive homesite offerings are found in unincorporated areas of Garfield County within 15 to 20 miles of Glenwood Springs. 5 Homesites at Los Amigos Ranch will be generally superior to most other product in the local market. This super- iority is due to a unique combination of attributes: (1) proximity to Glenwood Springs, both in terms of physical distance and ease of access, and consequently travel time; (2) the site's elevation, about 1,000 feet above the grade of Highway 82, and the resulting sense of remoteness; (3) spectacular views of the surrounding mountain terrain; (4) excellent solar access; (5) a large buffer of agricultural land which will insulate the development from any additional development in Spring Valley; (6) extensive forest vegetation, with heavy growths of juniper and pinon, giving the majority of potential homesites a degree of privacy that cannot be matched in most other developments. 6 Homesites in comparable developments have recently sold for between $40,000 and $70,000, with lots ranging in size from about one to over ten acres. Within this range of sizes, the major determinants of price appear to be the general quality of the subdivision, the location and orientation of the lot, and accessibility. 1 Shlaes &Co. 7. The minimum initial price for a Los Amigos Ranch homesite should be between $55,000 and $60,000; a suitable induce- ment to early sales may be a 10% discount during a brief (four to six months) pre -opening period. Opening prices should be within the current market range, but above the average to correspond to the superior quality of sites in the Los Amigos development. 8. The pace of sales at other subdivisions containing about 100 or more lots appears to have been no more than 20 to 30 lots per year at periods of peak demand; absorption of all sites appears to take between four and eight year to accomplish. 9. Assuming an improvement in the national economy, a lower- ing of interest rates, a recovery of activity in the Glenwood Springs homesite market, and an aggressive mar- keting strategy, we estimate that the rate of homesite sales should range between 15 and 25 per year at Los Amigos. 10. The terms for similar lot sales have typically been 25% to 30% down, with the balance due within or at the end of a three to five year period, and at an interest rate of 12% to 14%. 11. Subdivisions and P.U.D.s approved during the last ten years in areas between Basalt and Glenwood Springs have included about 1,900 single-family lots. Of these, about 700 are in recently approved subdivisions and not yet actively offered on the market. Of the remaining 1,200, fewer than half now have houses on them. 12. Among recently offered subdivisions, we estimate that as many as 5% to 10% of the 1,200 vacant lots may remain un- sold; this amounts to an unsold inventory of 60 to 120 lots. A new offering must compete with this remainder, as well as resales of previously sold but still vacant lots and additional new offerings. 13. Because of the potential volume of known and potential offerings, we recommend that the Los Amigos site's unique combination of natural and locational attributes be de- veloped with a predominantly, and perhaps exclusively single-family plan, at prices which will at least in part compensate the developer for the reduced density. 2 Shlaes &Co. 14. It is not unusual for new subdivisions and P.U.D.s in the Glenwood Springs area to include combinations of lower density and moderate density development (e.g., Glenwood Park, Oak Meadows and Oasis Creek). However, this mix- ture of density is not typical of planning for sites in the Missouri Heights and Spring Valley areas. We have considerable doubts regarding the appropriateness of the site for higher density development, the capacity of the access road to service such a development, the ability of the market to absorb relatively expensive high density sites, and the impact higher density development would have on large single-family homesites in a development that would otherwise be superior to most competitive offerings. 15. The quality of potential homesites at Los Amigos Ranch is generally superior and distinctive from many other com- petitive offerings. Achieving a satisfactory rate of sales will depend in large measure upon communicating this dis- tinction effectively to both real estate professionals in the corridor from Aspen to Rifle, and ultimately to poten- tial purchasers. The type of marketing campaign originally conceived for the Los Amigos project should be resumed and implemented. 3 LOCATION Shlaes &Co. The Los Amigos property is located about three miles south of the corporate limits of Glenwood Springs in Garfield County, Colorado. Glenwood Springs lies both north and south of Interstate Highway 70, about 160 miles west of Denver and about 100 miles east of Grand Junction, Colorado. The subject property is on a mesa above the east wall of the lower Roaring Fork Valley. (See location map on following page.) SITE DESCRIPTION The Los Amigos property consists of about 2,200 acres of mixed agricultural land and forest on the west side of Spring Valley, southeast of Glenwood Springs. The property lies generally north and east of Highway 82, and north and west of County Road 114. The configuration of the parcel is somewhat irregular. The eleva- tion of the buildable areas of the property vary from about 6,400 feet to 7,000 feet above sea level; there is also a "lower bench" area consisting of about 40 to 50 acres at elevations between 6,200 and 6,400 feet above sea level. The property includes por- tions of the valley wall extending at several points from Highway 82 north and east to an extensive mesa. Approximately half of the mesa portion of the property has been and will continue to be ir- rigated cropland. Most of the uncultivated area at the southwest edge of the mesa has a broken cover of pinon and juniper forest. Residential development is proposed for this forested southwestern half of the property, with almost half of this portion remaining natural open space. REGIONAL CONTEXT Garfield County extends from the Western Slope of the Rocky Mountains to the Utah -Colorado state line. Perhaps as much as 50% of the land in the county is federally owned, with the two major agencies being the U.S. Department of Agriculture's Forest Service (White River National Forest) and the U.S. Department of Interior's Bureau of Land Management. The mountainous terrain is characterized by continuous changes in elevation, from valleys at elevations of about 6,500 feet or less to mountain peaks at about 12,000 feet. 4 i 20 Statute Miles 30 Kilometers 15 Nautical Miles N 0 0 O 0 CONTOUR INTERVAL 200 FEET 5 WITH SUPPLEMENTARY CONTOURS AT 100 FOOT INTERVALS 0 0 I I r u1 1 4%. rr 1 • • ?_ _ _ '1. 71 v_ J NT\iL '\ __ �,s / i II IL d. I\ 11 1 '1 '1 U • h1 rn m // ftft � 41.1. 1 I 1 IINNWR 41, jr 4G" `t, (N1 I /11 if I' 1' i 1tc l ' i......cS) 1 'N \ ' a` -- 1/, x �µr 0 ie I I u1 / \ I Njj f �r ✓ 'J •���/ x/6200 --tom w w 0 J 0' w Z 0 F - z 0 0 cc 0 0 0 U J 0 W 1i J dL N 1- 2 2 w - ax N rt (0 wQ zo 0 w 1- 0 0 1�W 7 /• \ 6 6600:/. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 U CC O ^ (n L CC N or '7 r >- 4. - CI C] O J LU • N LL O C Q U z 0 J L QF -- Z C V1 -- LLI Cl 47 > LC) r- 4-+ 01 10 0) C C N. r 0) 07 010) C I- 40 a .o L . U 111 1-0 01 01 4 10 LO uJ r� v N C Q O in g1 1 1 + 1 1 1 1 + + In N N M N — 10 N 1 ] .O I N v 10 N 1 I + + + 1, 1 1 Cr, M O Q. 10 - i O r\ IO O v N v' 1C. M V O r N N 4- 4- C LC 4. 7E) 10 .0 t0 V r ' 10 t0 N CCQQ «0 Q r� CO M V ,— 01 r- •• l0 lO O 01 N M 01 E 1E 01 01 Q r` N N CO N o- n 10 M CO n, v 1O O O N v O O1 u' r r N r r r O1 u'1 M Q7 10 N r- CO N M) CO N N O - - O 1� N 01 E r. 0' 10 V R 01 C' CO C V r 01 10 � r N 10 r _C 1 r C n N 01 O M M M M'Ol r V 17'1 LO M 01 O C O V 1!- r` If• C _ u7 01 10 CO CO to OO '0 10 6� Cr., W el CV Q LC C Q) r N N O C r 4. C 4 E O In OO U'1 10 in O '0 C In 0 0 01‘C,1 r�(O O v 1 C u7 M t0 M N V C 1 r _ E r 1. I n 00 CO It1 M O CO n N Q C Q Q r M 10 O N N v 10 In n N N sot • 10 O O 10 In � M cr O 10 10 r\ M 01 O N 0) O N O CO N 01 CO O M l0 E O 01 M l0 1'n O O V V C - -__ L. r M t\ r N 07 In 0 ,- .--. a o 0 M 0) M r� . M CO N. 0) M ,- - O N r� CO N •0' M 01 .0 47 CC o-0 0 IL - Trans./Comm./Utilities - Services N E 0 U .0 C L 0 L 0 Ion+ L L J 47 47 07 +' O r0 - Cl O C7 4' O 0'.- Misc. Income * 0) E 0 U C 0 O C u 0 O O 4-404 m .1 u W C 0. N 10 V O W 0) d 0. O 0) C u 4r m CI 41 .0 •O CO v 7. 4.2 4-1C C U 0. O In nN. - O, 01 O'1 M Employment:Population = —J 0 Q 0 N +-- I— F- 0 +-7 4' Q 4-' 0. CC 40 Io U 7 Cl. S- O O 4 a O. (D) Data suppres§ed _ derived estimates 4-, . C N v C L O _ +1 ++ 7 N L) 41., 4- S- L (7 '-1 47 C O V C 47 7 U 47 N O b VI r 47 V 0 N trU- -01 C C 0 (February 1981). Region II Council of Governments, Shlaes &Co. The population of the county is about 20,000 according to current estimates. Most of this population is concentrated in the eastern half of the county, in the Colorado River and Roaring Fork valleys. Glenwood Springs is the county seat and the largest community in the county, with a population of about 4,500 people. Carbondale is the second largest community with an estimated population of over 2,000 at present. The remaining principal towns include New Castle, Silt, Rifle and Parachute (formerly Grand Valley), with populations varying from 400 to about 900 persons. The basic economy of the county is dominated by mining and related heavy industry, agriculture (both ranching -and farming), tourism and recreation. Mining operations in the eastern half of the county produce coal for the most part. In the western half of the county, mining operations today concentrate upon the production of synthetic petroleum from oil shale. Both ranching and farming are supported by a considerable supply of good land and the plentiful supplies of water which are required to make the land productive in the relati- vely arid climate. Glenwood Springs is a major access point to the Snowmass and Aspen ski areas, and the local economy benefits from ski resort traffic, although more tourism dollars are generated between spring and fall by recreational travelers and users of the extensive camping and wilderness recreation areas in the national forests both north and south of the Colorado River in the eastern half of the county. The Garfield County economy showed particularly strong growth during the 1970s, with employment in every major sector of the county economy (except agriculture) nearly doubling in the last ten years. In part this was due to new developments in mining and continued expansion of the recreational sector, with much of the growth due as well to increased trade, service and government em- ployment. Several coal operations were reopened in the eastern part of the county, and in the western part of the county the federal government's synthetic fuel program moved from studies to policy to the initial stages of implementation. A major result has been an increase in the population of the county, from about 14,800 in 1970 to over 20,000 in 1980. Building permit data indi- cate a corresponding expansion of housing production, with an average of 500 new units per year between 1977 and 1979. About 180 units per year of this total were constructed in the eastern third of the county. The extent to which population increase has stimulated the economy of the county is reflected in retail sales data. Between 1970 and 1979, retail sales grew by almost $167 million, representing an increase of about 289% (from $57,608,000 to $224,193,000). The increasing prosperity of the county economy is also reflected in the 127% increase in per capita income between 1970, when the fig- ure was $3,331, and 1978, when it was $7,754. 5 Shlaes &Co. The only major highway in the county is Interstate 70 which con- nects Denver and Grand Junction, the largest city on the Western Slope. Topography and other factors have prevented the develop- ment of Interstate 70 into a continuous, four -lane divided highway. The only fully improved stretch of Interstate 70 in. Garfield County is a continuous 30 -mile span -from Glenwood Springs west to Rifle. From Glenwood Springs east to Eagle, there is a 40 -mile length of two-lane highway (U.S. 6) connecting sections of Interstate 70; to the west of Rifle, there is another length of two-lane highway which is over 40 miles long. Both of these two-lane segments are located for the most part in narrow canyons created by the Colorado River. Although there is continuing pressure to complete these interstate segments through the canyons, the physical chal- lenges are considerable, as is the opposition from those who would like to see the natural beauty of canyons protected. The economic impact of new development on the Western Slope has been most evident in the vicinity of the established population concentrations, however small. In Garfield County, almost all of these communities are located along the Colorado River/Interstate 70 corridor between Glenwood Springs and Parachute. Even in its early stages, the development of prototype test facilities for synthetic fuel production has brought new population to this area. For example, the number of real estate transfers in Rifle during 1980 was greater than the total number of sales during the pre- vious five years. Construction workers tend to predominate among the first new households, followed by an increasing flow of pro- duction employees. The most likely locations for new housing and businesses are existing towns, no matter how small, because they have at least the rudimentary physical and organizational infra- structure required to support a concentrated residential population. GLENWOOD SPRINGS AND VICINITY Glenwood Springs has traditionally been both a resort area and a service center for mining and agricultural operations in its sur- rounding hinterland. The extensive warm water springs located adjacent to the Colorado River attracted entrepreneurial interest to the area in the 1880s. In addition to resort traffic, the original developers saw the value of the location as a service center for the surrounding territory in which there were extensive crop and grazing lands, ample year-round water supplies, and ex- tensive mineral deposits. The town has been able to grow steadily since the turn of the century due to its role as an urban service center for an extensive surrounding area, and its location at the junction of the Colorado River and Roaring Fork River valleys which have also served as major transportation corridors. 6 Shlaes &Co. The traditional focus of the town has been the Colorado River and the rail and highway routes which follow it. To accommodate con- tinuing growth, the town has grown to the south along the floor of the Roaring Fork River valley, and to a lesser extent along the gently sloping terrain west of the original town and north of the Colorado River. Glenwood Springs looks like a town that would house more than 5,000 or so people. What probably contributes most to this impression is the number of commercial establishments extending from the north side of the river, along the length of Grand Avenue for a distance of about two miles. Along with government offices and private service firms, commercial establishments in Glenwood Springs serve a much larger population than can be seen in the town itself. Al- though people in the area do travel freely to both Denver and Grand Junction, the nearer of the two is still at a distance of 95 miles and neither can be reached via a continuous interstate high- way connection. The travel time to Grand Junction is between 12 and 2 hours from Glenwood Springs, and Denver is between 3 and 4 hours away. Residents of the valley as far south as Aspen and along the Colorado River between Rifle and Eagle are therfore likely to look to Glenwood Springs to meet as many of their needs for goods and services as possible. In addition to serving the resident population, the town also benefits from and serves a large volume of visitor traffic. In the winter the town serves as a major gateway to the Aspen-Snowmass resort area, and although most of the recreational spending occurs at the resort destinations, businesses in Glenwood Springs also benefit from this traffic to a degree. The town is also continuing to promote its own Sunlight Ski resort area located about 10 miles southwest of Glenwood Springs. The remainder of the year the town serves an even larger number of travelers with the well developed warm springs facilities being a destination for many. The town is also likely to be a stop for many recreational travelers using Interstate 70 between the Western Slope and the front range of the Rocky Mountains. Los Amigos Ranch The subject property is located about three miles south of the corporate limits of Glenwood Springs. Access to the property from Interstate 70 is excellent, following Grand Avenue/Highway 82, which is an equally direct and well marked access route to the towns farther up the valley, including Aspen. Prospective buyers, residents and visitors should encounter no great difficulty in navigating the relatively simple route to Los Amigos Ranch. 7 Shlaes &Co. The initial part of the route from Interstate 70 passes through both the old and new commercial areas of Glenwood Springs. South of 27th Street and Sunlight Bridge, the approach to the subject property consists of increasingly spectacular scenery marred only by a scattering of poorly regulated commercial, industrial and residential development. However, the same situation prevails along the approaches to virtually all other subdivisions at the edge of town and in more distant parts of the county. At the junction of Highway 82 and County Road 114 which leads to the subject property and the adjoining Colorado Mountain College campus, there is a small complex of new, one-story commercial buildings including a convenience food store. The turnoff to the campus is well marked and should facilitate directing people to the subject property. Once the visitor has passed the small cluster of commercial buildings, there is an immediate feeling of having left the developed parts of the valley behind. Although we do not profess to have special expertise in traffic engineering, it does seem reasonable to question whether or not the county road access to the property woudl have been adequate for a development of the scale originally proposed for the Los Amigos Ranch site. The county road is a surfaced, barely two-lane route with a rather steep and winding grade. With the road also having to serve the college (a two-year, community college facility with an enrollment between 700 and 800 students) and additional development proposed in the Spring Valley area, it seems unlikely that it would have been able to serve adequately the needs of nearly 570 households in the Los Amigos development as originally proposed. It appears that Glenwood Springs will continue to be the urban center servicing most of the population in the eastern half of Garfield County. Projections developed by the regional Council of Governments indicate that Rifle's population may exceed Glenwood Springs' by the middle of this decade. However, it appears likely that new housing opportunities will continue to be somewhat dis- persed along the Interstate 70 corridor, and that at least some of the new population projected for Rifle may be correspondingly dis- persed. Although the population projections do indicate the possibility that Rifle may replace Glenwood Springs as the county's major urban center, this process will probably take more time than the projections indicate and will take more than residential loca- tion decisions to accomplish. What would probably be equally damaging to the prominence of Glenwood Springs would be major shopping center development in Rifle and/or the relocation of county, state and federal government offices to Rifle. Such de- velopments are not a part of current projections for Rifle's future, and no one appears to expect such changes in the future. It ap- pears more likely that Glenwood Springs will continue to be the county's primary urban center, and that even if Rifle surpasses 8 HISTORICAL AND PROJECTED, 1960-1990 POPULATION GROWTH, Ln O rn •K Ln a) rn 0 CO rn H 4c 0 CO CSl r r C)1 H 0 co in r to H r 0 0 0 0 H o v' H Ln Cn H CO Ln 0 0 O H Ln to CO r CO N rt± 0 M 0 'Cr V' o In V. M N Z OD in o in M H N H of in 01 in O O L v co r co H 0 H rn 0 M 0 H LC) Ln r Ln t0 to V' N • Ln H N rl N 0 H Z Z Z LC) N H H O v' O co Ln v' v' cr O N O m o is r l0 t0 N NLn O m O H co H t0 r l0 0 CO KC. t0 Ln CO M Ln ro o Ln(n rn m H z Ln Orn M r M H H H a) 1T H H CT ro N W a) A V. of O V. M M H in O 1 0 rn v' r 0 o r t0 Ln Mr.0 d-) O COr n r LC) 0 N in M L '''. r -C rC o ▪ r-+ H Cr)N O Ln t 0 ▪ 0 Z Z Z Z w U a Ln H H H - A ro in H -H 0 MS -H 0 H M r M N d 0 0 d' 0 0 0 N 0 Cr) Ln N NO 0 C' 0 H it0 01 CO n d N L' Cr H ‹ r M l0 in 0 a) 1)-r) .--iv' N N H Z 0 H v' 0 0 N H H H 0 $1 a o b co rn al N M v' M CO M CA CA N H LSD H d' r 'Cr CO r CO 0 U) H '0 M r v' 0 0 Ln '0 r.0 f,t r.0 r a) CD +) N Ln N r) • H CO Z Z Z Z N a) 4J 4J OA U) a) W O O H d' M r d' 01 H CO 01 to 0 O CSl v' v' r d' LnCr L0 H d' .- 0 CO 0 to Ln M N 00 rz1 0 Ln N l0 H -H H CO v' H N Z Z N 0 M ro u) H H H 0 U) •r1 ill -P 0 w O a U Q) - H l0 t0 CT) 0 0 v' l0 O Cr) Ln N •n N 0 N 0l r in r')M CAH CO M 0 CO H r V' N H v'KC. t0 C' d H d' }-I U) ' Z o 0- o a v 0 N N -r1 H -• ro Ln 4-W 4J w (1) r r N r Ln Ln V' r M H r -I H H CO H v' d M Or H O 0 O MIO t0 l0 'V' CV H M4. r - to N M H U a) 0 N ri N Z z v' N r -I > 1.-1 H a, 0 0 4-1 4-4 0 O +) 0 H (I) -r-1 E 0 O i• t O 04 U 0) 0 (Middle range projections) state and local government projections, and Shlaes & Co. Garfield County Glenwood Springs Carbondale New Castle ( Parachute H X 0 Ti A U 0 (111 (1).--i -1-)0 U � 0 aa) -H O LN H 4 r1 0) U) r1 04 to H -H -H ro 0 H ro X 0) 0) 0 a u) ao 0 Cn ao +) KC a U Ea Pi 1960, 1970 and 1977(Special)U.S. Sources: Shlaes &Co. Glenwood Springs in population, Glenwood Springs will manage to maintain its traditional prominence. It is also likely that many people will find the boom -town environment unattractive and un- satisfactory, and that they will continue to favor Glenwood Springs and its environs as a good residential and business location. ENERGY RESOURCE DEVELOPMENT AND HOUSING DEMAND Western Garfield County, from Rifle almost to the state line, is at the southern end of the richest defined oil shale resource in the United States. The economic feasibility of commercial produc- tion of synthetic crude oil from oil shale was greatly improved as a result of the rising price of crude oil and the development of retorting technologies in the late 1960s and early 1970s. In June 1971 the Secretary of the Interior announced the Prototype Oil Shale Leasing Program to promote the commercial exploitation of this resource, with the main focus of attention being the Green River Formation located in southwest Wyoming, northeast Utah and northwest Colorado. After preliminary information gathering and program development, the Prototype Oil Shale Leasing Program iden- tified six tracts (two each in Wyoming, Utah and Colorado) of 5,120 acres each to be leased by the Federal Government to private energy development firms. Successful bid payments were to be due in five equal (annual) installments. As an incentive for diligent development, the last two payments and initial production royalties may be offset by direct expenditures for development of the leased tracts. To date only the two tracts in Colorado have been developed. (The two Wyoming tracts received no bids due to the inferior quality of the oil shale resources there, and the development of the Utah tracts was enjoined by the Federal District Court in 1977.) The two Colorado tracts are located in Garfield County, almost due north of Grand Junction, in an area approximately 25 miles south- east of Meeker and 50 miles northwest of Rifle. The production of synthetic crude oil at these sites will involve extensive under- ground mining. The process involves removing a portion of the oil shale deposit by conventional mining methods, then rubblizing remaining shale in the underground vaults and igniting this rubble to produce vaporized petroleum liquids and combustible gas, which are pumped out of the in -ground chamber to processing facilities on the surface. The commercial production of synthetic crude oil from oil shale represents technological and physical challenges which are stag- gering to the layman. It was not until January and February 1978 9 IDAHO 0 { UTAH N i 25 SCALE, MILES LEGEND Area of oil shale deposits �r Gle ood Spring Area of nahcolite or trona deposits Area of 25 gal. /ton or richer t Grand 1unc$on oil shale lofk or more thick Oil shale lease tracts �a • Sketch map showing oil shale areas in Colorado, Utah, and Wyoming; and sites of Prototype Oil Shale Leasing Program tracts Source: Prototype Oil Shale Leasing Program Enivronmental Impact Statement, U.S. Department of Interior, 1973; and U.S.G.S. Area Oil Shale Office. Shlaes &Co. that the first service production shafts were sunk on the Colorado leased tracts; a small retort product treatment plant was under construction on one of the tracts in September 1978. Production from this modular plant was scheduled to begin in late 1980. Con- tinued development will proceed by scaling up to the in -ground retort chambers and above -ground treatment plants in successive stages, to a commercial production scale at some time in the late 1980s. Development of the two leased tracts to commercial production scale could add as many as 2,000 workers to the population of Meeker, Rifle and other nearby towns. Many of these production workers would be accompanied by spouses and children, together adding perhaps another 3,000 to 4,000 people to the population of the area. All of these would in turn attract support and service businesses, and additional population. However, at least sixteen additional companies have announced plans for expansion and/or new development of energy resources on the Rockies' western slope. These include: Colony Oil Shale Project (Arco/Exxon and TOSCO) Union Oil Shale Project Superior Oil Shale and Minerals Project Snowmass/Anshutz Coal Colowyo Coal Northern Minerals Coal New Coal (leasing and expansion of BLM's Hams -Fork Green River E.I.S.) Ancillary Basic Response Development in Mesa County Colorado UTE Power Plant Utah International GEX/CMC Coal Sheridan Coal Energy Fuels Mid -Continent Mesa II Moon Lake (power plant and coal) Storm King 10 shale tracts and other oil—shale research rn rn - V-) O 0 --4 m ro CZ $4 CU r. v v CU v 0 w U O CD C 41 O 'C +4 C � 7 cD U U1 O G) � G C13 00 • v — 4 • cn O a) w- --4 ro • c E o -i 4-1 r C.) cc w J CU .Y a C!] 0 011 Shale Mining — Plans and Practices (Crockston and Weiss), 1979; Shlaes &Co. A 1977 Special Census indicated that the population of the four - county planning region (Moffat, Rio Blanco, Garfield and Mesa Counties) was 101,051. To indicate the type of growth the region has experienced during only the beginning phases of oil shale and related energy resource development, unofficial regional planning agency figures estimate the January 1980 population at 119,865. It is estimated that if shale oil and coal production in the re- gion were accelerated to meet the Federal Government's proposed program for synthetic fuel development, the population of the region would be tripled (to over 360,000) by the year 2000. One indication of the extent to which this impact is expected to materialize at some time in some form is the provision that 37.5% of the Prototype Oil Shale Lease Program lease payments be returned to the states as impact funding assistance to affected communities. As of early 1980, almost $75 million have been returned to Colorado under this lease provision. Any estimate of the growth potential of the synthetic fuel industry on the Western Slope must also be tempered by an appreciation of the experimental nature of the prototype production facilities, the vicissitudes of the marketplace, and the fact that as early as 1917 efforts were being made to produce the same synthetic fuel in the area. The prototype projects in Colorado have already experienced delays of up to a year. Given the complexity and scale of the technology required tomake commercial production feasible, it would not be surprising to see more delays occur before success is achieved. Glenwood Springs is not likely to feel much direct impact from oil shale development, because of its distance from the planned pro- duction sites and efforts to produce housing closer to the sites. Nevertheless, there will be some small degree of direct impact and probably considerable indirect impact. Information on place of residence for new energy employees in the area indicates a clear preference for locations in the vicinity of Rifle, but also that there is some spillover eastward along the Interstate 70 corridor, including a small percentage of oil shale production employees in Glenwood Springs. Coal mining employees working south of Carbon- dale in the hills west of the Crystal River tend to choose residential locations in Redstone, Carbondale and Glenwood Springs. Those working at the Storm King mines just west of Glenwood Springs tend to be distributed throughout the Interstate 70/ Highway 82 corridor. Future increases in coal production are expected to depend less on proportionate increases in employment. Consequently there is not likely to be a repetition of the explosive growth experienced in Carbondale. However, there will be some increase in employment and both Carbondale and Glenwood Springs are expected to benefit. 11 Percent of Employees Residing In: frl a) a) U H O rt OU PO I H+� RS C U> 4 a) a) b Z P4 a) r -I W —1 a 4) .—I N M 0 0 0 M 0 0 M d N O O M in 0 to tf1 Ln r 'D ri N M ul r-� H 0 M 0 0 0 to H 00 to V 0 'O In M 10 O In N 0 O) N N 61 0 O O N O In m O O in O 0 0 0 0 in 0 O N 00 N M CI' 0 0 1n O O . -i H OJ M Ol co is) co 10 10 ✓ lO N rl H ri N to O 10 N N O 0 N N N 0 to N O O O ri (- Ln In rl 0 0 O 10 M M O O 0 N 0 0 0 0 1 (March 1980) Garfield County Housing Study a) a) 0 3 ro U U in 0 •• 0 fa •ri >, a) O • U b a) 0 0 - N 0 «4 «4 SI 0 a •�I H 0 b a :~ O 4, 0 E+ E+ a U) u) a U u) u) COMPETITIVE DEVELOPMENTS Shlaes &Co. Homesites at Los Amigos will be competing primarily with other single-family homesite developments in the immediate vicinity of Glenwood Springs and in the more distant Missouri Heights area between Carbondale and Basalt. Missouri Heights is one of the very few areas in which people can find a number of homesite alternatives, as close to Aspen-Snowmass as possible, and without having to pay Pitkin County's premium prices. Los Amigos Ranch is between 10 and 15 miles farther downvalley, and consequently will be a less satisfactory compromise for people with Pitkin County aspirations. Carbondale is an area in which substantial amounts of new housing will be available during the next decade, but little if any of the Carbondale product is expected to offer competition for Los Amigos sites. Most of the new housing in Carbondale will be in the form of higher density development (patio homes, townhomes, multi -family). Los Amigos and similar developments will in fact benefit from an increased volume of potential homebuyer traffic generated by new offerings in the Carbondale market, and the shortage of superior sites in Carbondale. We expect the Los Amigos project to be perceived as a part of the housing market in the greater Glenwood Springs area. Single- family homesites at Los Amigos will be competing with developments offering lots of similar size, with a similar sense of remoteness combined with ready access to Glenwood Springs. Competing developments consist almost universally of subdivided agricultural land (usually former pasturage, occasionally former cropland), while Los Amigos has the unique advantage of offering sites dis- tinguished by a heavy growth of juniper and pinon forest. Glenwood Springs Area To accommodate the steadily growing population of Glenwood Springs, developers have provided a continuous series of sub- divisions. In the 1960s and early 1970s, a substantial number of homesites were offered in the West Glenwood area, north of the old Highway 6 in the vicinity of the West Glenwood interchange on Interstate 70. These subdivisions varied in size from about 50 to about 150 homesites, and included Western Hills, Cedar Crest, Vista Heights and Sunny Acres. The size of homesites in these subdivisions was typically between one-quarter acre and one acre. Similar developments took place in Glenwood Springs proper, on both the east and west sides of the lower Roaring Fork valley, and included South Park in the 1950s, Crestwood Park in the late 1960s and Lincolnwood shortly thereafter. 12 Shlaes &Co. Additional subdivisions to meet a continuing demand for homesites in and near Glenwood Springs have tended to occur farther south in the Roaring Fork valley and along Four Mile Road leading to the Sunlight ski area. The Westbank Ranch P.'U.D. is located about three miles south of the city limits in unincorporated Garfield County. Westbank Ranch consists of a total of about 200 one - acre homesites, the first phase of which was offered in the early 1970s. Three subdivision filings in the mid- and late -1970s con- tained a total of about 100 homesites. An equal number of sites is contained in the fourth and final subdivision filing, which has just begun to enter the market. In many respects homesites in the Westbank Ranch development are not equal to the potential sites at Los Amigos. Westbank Ranch sites are located on the valley floor on what was once agricul- tural land. Some of the sites do offer pleasant views up the valley toward Mount Sporis and views of the east wall of the val- ley. Some of the disadvantages of the sites at Westbank Ranch are limited solar access due to the valley floor location, and a lack of tree growth. As is frequently the case with former agricul- tural land converted to residential use, the amount of privacy afforded by individual homesites is almost exclusively a function of the size of the site. Viewed from Highway 82, Westbank Ranch is a highly exposed development which carpets the valley floor with 100 one -acre homesites adjacent to a small golf course. Glenwood Park is a more recent development on the north edge of the Glenwood Springs Municipal Airport, within the corporate lim- its of the city. This subdivision contains about 120 single-family lots, ranging in size from 0.15 to 0.25 acres, but also including slightly larger homesites (still under one acre) and higher density housing (both townhomes and condominiums). Glenwood Park appears to have been one of the fastest selling subdivisions in Glenwood Springs, entering the market in the late 1970s at a period of peak demand, and offering a good location at competitive prices, although for generally small sites. Oasis Creek is one of the newest subdivisions in Glenwood Springs. It is located in the direction of West Glenwood, north of Inter- state 70, although it will be annexed to the city of Glenwood Springs. Oasis Creek consists of about 63 single-family homesites ranging in size from one-half to just over one acre, and additional areas to contain almost 100 multi -family units. Although the site is slightly elevated and offers good views to the south of Glen- wood Springs and the more distant mountains. Once it is developed it will not be substantially superior to similar subdivisions along the north side of Interstate 70, which are similar to the larger -lot Westbank Ranch development in sprawl and exposure. 13 Shlaes &Co. Higher priced subdivisions in the immediate vicinity of Glenwood Springs are located in unincorporated parts of the county along Four Mile Road. These include Sunlight View and Oak Meadows. Sunlight View is located about three miles south of the city and consists of about 40 homesites averaging slightly less thanone acre in size. Its sales pace appears to have averaged about ten lots per year; where developments closer to Glenwood Springs such as Glenwood Park and Westbank Ranch appear to be virtually built - out as well as sold out, Sunlight View is more typical of the slightly more remote subdivisions in having a larger percentage of the lots still vacant. Oak Meadows is a slightly more remote and decidedly higher -priced subdivision about one mile south of Sunlight View. It contains almost 140 homesites generally vary- ing from five to ten acres in size, as well as sites for a number of townhome units. Some of these have been developed at the north end of the subdivision. The rolling slope of the sub- division and the generally large lot size offer a superior residential environment. Oak Meadows is also screened from and located off of Four Mile Road, with a generally enhanced sense of privacy and remoteness over other major subdivisions in the Glen- wood Springs area. Among the first 60 or 70 lots in Oak Meadows, it appears that most have been sold but only about half have been built on. In general it does not appear that there is a large inventory of unsold lots in the Glenwood Springs area subdivisions discussed above. Apart from Glenwood Park, the pace of lot sales appears to have been somewhat slow even at periods of peak demand; how- ever, the pace of sales appears to have been at least satisfactory for most developers, and there has been little effort to increase the pace with aggressive marketing campaigns. Two factors of greater importance when considering the potential competitive position of Los Amigos sites are the inventory of sold but still vacant lots, and additional offerings at established projects. None of the subdivisions in the Glenwood Springs area shows evidence of a large volume of purchases for merely speculative purposes; however, anywhere from 10 or 15 percent of the sales in a normal year to 50 percent of the sales in a year of peak demand may have some speculative factor involved. Few people buy for strictly speculative purposes, but a substantial number pur- chase homesites on which they have somewhat tenuous plans to construct a residence for their own use in the future, with an option to sell the undeveloped site if that becomes necessary or advantageous. As a result, there are a large number of unimproved sites, some unknown number of which might be offered on the market at any time. 14 ACTIVE COMPETITIVE DEVELOPMENTS Single -Family Lots (1/80) Approved Glenwood Springs Built Vacant Glenwood Park 122 100 22 Lake Springs Ranch* 195 0 195 Oak Meadows 138 31 107 Oasis Creek 63 0 63 Sunlight View 40 21 19 Westbank Ranch 201 77 124 Total Carbondale 759 229 530 Crystal Village 124 90 34 Ranch at Roaring Fork 92 63 29 Rock Creek 13 4 9 Total Missouri Heights 229 157 72 Aspen Mesa 97 33 64 Aspen Mountain View* 76 0 76 Blue Creek* 91 0 91 Cattle Creek Ranch* 131 0 131 Homestead Estates 28 4 24 Kings Row 53 11 42 Lake Springs Ranch* 195 0 195 Mountain Meadows Ranch* 37 4 33 Panorama Ranches 56 0 56 Los Pinones 9 4 5 Total Basalt Basalt South Holland Hills Total GRAND TOTAL 773 56 717 78 58 136 1,897 0 25 25 78 33 111 467 1,430 * Expected to enter the market during 1981; total 688 lots. Source: Garfield County Planning Department; and Shlaes & Co. Shlaes &Co. An equally important consideration is prospective offerings, in- cluding the fourth subdivision filing at Westbank Ranch and additional filings at Oak Meadows. The fourth filing at Westbank Ranch includes about 100 additional homesites, with an almost equal number still to be offered at Oak Meadows in both large -lot single-family sites and higher density sites. Oasis Creek appears to have invited a large number of speculative purchases based upon unusually low down payments (10%) with full payment due within 18 months. A number of sites at Oasis Creek may therefore be expected to reenter the market. Missouri Heights The Missouri Heights area is located north of Highway 82 between Carbondale and El Jebel, and extends from the edge of Garfield County eastward into Eagle County. The main access routes to the area are county roads running north into the area from Highway 82 at Catherine and El Jebel. Subdivisions in the Missouri Heights area are almost all within county zoning categories requiring a two acre minimum lot size or a ten acre minimum. Missouri Heights is the nearest expanse of buildable land north of the Pitkin County line. The proximity of the area to the Aspen- Snowmass resort corridor, in combination with Pitkin County growth control and the continuing attractiveness of residential sites in the corridor, has made the Heights an attractive alternative loca- tion for many. Most locations in Missouri Heights are no more than 30 miles from Aspen, and within 20 or 25 miles of Glenwood Springs. There are at least nine subdivisions to be found in the Missouri Heights area. These range in size from Los Pinones with nine lots to Cattle Creek Ranch offering 131 lots. The remainder range in size from about 25 lots to nearly 100 each, for a total of 578 homesites. More than half of these are in subdivisions which have only very recently been approved: Blue Creek (91 lots), Cattle Creek Ranch (131), Mountain Meadows Ranch (37), and Panorama Ranches (56). Of the remaining 263 lots in more established sub- divisions, it is estimated that between 20 and 25 percent have homes built on them. One source estimates that there are perhaps as many as 60 to 80 lots, including previously unsold lots and re- sales, being actively offered in the older subdivisions in the Missouri Heights area. The Missouri Heights area appears to contain some of the more at- tractive homesite opportunities in the Downvalley area, from Basalt to Glenwood Springs. Subdivisions in this area have attracted both speculators and households with definite intentions to build. 15 Shlaes &Co. Particularly attractive features of the Missouri Heights homesites are large lots and an elevation of about 7,000 feet, providing opportunity for excellent solar access and panoramic views of the natural scenery. However, Missouri Heights homesites tend to be similar to other large -lot offerings in that they are located on what was predominantly unforested grazing land. As the area con- tinues to be developed the result is likely to be a large, sprawling subdivision of ranchettes. Basalt Holland Hills and Basalt South are two subdivsiions developed largely to capture Pitkin County spillover. These two develop- ments lie immediately north of the county line and are similar to the Westbank Ranch and Glenwood Park developments near Glenwood Springs. Holland Hills consists of 58 single-family homesites ranging in size from one-third of an acre up to almost three acres; most sites are between one-half and one acre in size. The sites in the Holland Hills development were originally offered in 1973, with most selling between 1974 and 1979. Today the develop- ment is virtually sold out, and about half of the lots have been built on. Basalt South is an approved planned unit development zoned for 402 dwelling units on fifty out of a total of almost 67 acres. The plan calls for 78 single-family lots, 156 town - homes and 168 multi -family units. None of the lots at Basalt South has been offered on the market, pending sale of the P.U.D. as a whole or some other resolution to the present disagreement among the developers. Both of these projects appear to have the aim of providing primary housing for area employees, at prices lower than those that can be found in Pitkin County. New Castle The town of New Castle, with an estimated population of little more than 600 people, is the location of two major developments aimed at capturing some of the new housing demand generated by oil shale development on the western slope. One project is the Wood Landing planned unit development in an unincorporated area of the county about 1.5 miles southwest of New Castle and on the south bank of the Colorado River. Wood Landing will contain 340 detached single-family homes on 57 acres of land, with an addi- tional 34 acres of open space. One aim of the project as stated in the May 1980 P.U.D. application is to provide single-family housing which will be moderately priced at about $60,000 per unit. A second and much larger development was proposed in late 1980 for annexation to the town of New Castle. This project is tentatively called the S.E.W. Ranch on a site immediately north of the Hogback ridge adjacent to the town. Preliminary plans indicate a target of 1,776 units (816 single-family and 960 multi- family) on 348 acres, out of a total site area of 643 acres. 16 Shlaes &Co. Both projects will be trying to capture a share of the housing demand being generated by oil shale development on the western slope. Most of the housing demand of initial oil shale develop- ment has been felt in Rifle, a town of about 3,500 people located about 20 miles west of New Castle along Interstate 70, County population projections indicate that most of the housing demand is expected to be felt in the immediate vicinity of Rifle, with the town's population growing to nearly 24,000 by 1990. However, the two major developments in the vicinity of New Castle, one approved and one just proposed, indicate the potential for this impact being felt farther east along the Interstate 70 corridor between Rifle and Glenwood Springs. The crucial factors in the process will be the ability of prototype oil shale production facilities to become economically viable commercial production facilities, the ways in which this generates new housing demand, and the locations at which any new housing supply is provided. At a distance of 27 miles, Glenwood Springs is within a reasonable com- muting range of Rifle. And although most of the new housing development will be directed toward the middle-income or upper - middle -income market, those which are located in the direction of Glenwood Springs will help to create the image of a continuous supply area from Rifle east to Glenwood Springs, and perhaps in- cluding Carbondale as well. To the extent that Rifle is adversely affected by explosive growth, and perhaps unable to extend public services fast enough to meet the demands of an increasing popula- tion, Glenwood Springs may be an increasingly attractive location, particularly for management, professional and technical personnel. Carbondale Carbondale is a small community located about 12 miles southeast of Glenwood Springs, immediately south of State Highway 82. Between 1970 and 1977 the population of Carbondale increased from 726 to 1,644, with most of this growth attributable, directly or indirectly, to the opening of mining operations south and south- west of Carbondale in 1973 and 1974. This local population explosion was accompanied by an increase in the number of housing units from 262 in 1970 to 639 in 1977. The four -county Council of Governments estimates that the popula- tion of Carbondale will reach nearly 5,200 by 1990. Armed with projections of this magnitude and the experience of rapid growth in the late 1970s, three major subdivisions have been added to Carbondale and are in various stages of building. Out of a combined total of 694 as yet unbuilt units in these subdivisions, 27 are small single-family lots, 464 are attached single-family units, and 203 are multi -family units. In addition, there is the Gray Ranch (formerly Thompson Ranch) P.U.D. proposal now under 17 Shlaes &Co. review by the City of Carbondale. This project would include about 1,000 units on 500 acres at the south end of the town. With nearly 700 units in the first three projects already approved, and an average new housing absorption rate of 55 to 65 units per year during the 1970s, it seems unlikely that there will be any haste to begin construction on the Gray Ranch project, if and when it is approved. To the extent that housing even at the higher end of the moderate price range can be provided in Carbondale, the town is likely to increase its role as a bedroom community with residents working in Glenwood Springs and in unincorporated areas of the county. The opportunities for expanding employment in nearby coal mines and in Carbondale itself are limited. Nevertheless, the town may be able to approach its estimated population of more than 5,000 by providing housing in the quantities planned. Two additional projects near Carbondale but in unincorporated parts of the county are the Ranch at Roaring Fork and St. Finnbar Farm. The first of these was originally zoned for 140 townhouse/ condominium units and 92 single-family homesites. One hundred of the condominium units were built and sold in the mid- to late 1970s, and only 29 of the original 92 single-family homesites are still vacant. A separate parcel zoned for 40 additional condo- minium units has not yet been developed, and efforts are being made to bend the zoning for a commercial (probably motel) use. The second of these projects is reported to be in serious finan- cial trouble and therefore unlikely to be carried forward. The original concept called for 120 single-family homesites. The amount of development activity in Carbondale during the recent past and proposed for the future, and the dependence of many resi- dents on employment at locations outside of the town again emphasizes the amount of commuting that occurs in the Downvalley area and the extent to which the supply of new housing at a variety of price ranges is appearing at generally scattered loca- tions from Basalt to Glenwood Springs and on west to Rifle. 18 Shlaes &Co. SELLING PACE, PRICING AND MARKETING Generally speaking, the number of sales in any one year (between 1977 and 1980) at any particular subdivision is not likely to be an impressive number. In large part this picture is due to the incomplete nature of information about the pace of sales. How- ever, it is evident that few if any developments have had strong marketing campaigns, and that subdivisions with a relatively strong sales pace have been those with natural prominence. The data regarding prices is much clearer: between 1977 and 1980, prices for lots of virtually all subdivisions in the area tended to increase rapidly, at rates anywhere between 12% and 15% per year (compounded annually). Our investigation of the market in the Glenwood Springs vicinity has led us to the conclusion that the pace of sales at Los Amigos can be enhanced relative to similar developments by means of superior marketing techniques. Providing that there is some re- duction in interest rates and a return to stronger market activity generally in the area, it should be possible to achieve a selling pace of 15 to 25 lots per year at the Los Amigos development. Roughly comparable sites were selling at between $40,000 and $70,000 per lot during the latter half of 1980. In our opinion the Los Amigos site offers the opportunity to create homesites which are superior to the average found even in the region's higher priced developments. Opening prices should therefore be no lower than the median in this range, at a minimum of $55,000 per lot, ranging up to $60,000 per lot and perhaps slightly higher. Sales Pace Estimating the number of sales at any one subdivision in any par- ticular year has been extremely difficult, due largely to the mixture of different types of transactions that enter the public record at the same time. Contract sales, for example, are not registered in the public record until the terms of the contract are fulfilled, which may occur anywhere from one to five years after the contract was negotiated. In general, however, available information indicates that the annual rate of sales tends to be higher at a larger, more prominent and moderately priced subdivisions. Westbank Ranch and Glenwood Park are the primary evidence for this finding. Sales at Westbank Ranch appear to have peaked in 1977 (and perhaps one year earlier) at 24 lot sales, followed by 19 sales in 1978, at which point the development was within about 10 or 20 sales of selling out. The record of transactions at Glenwood Park indicates that the selling pace did not peak until 1980, when 30 sales were recorded. However, we 19 Shlaes &Co. suspect that this includes a number of contract sales being form- ally concluded in 1980. Oak Meadows is a development much more comparable to that being proposed for the Los Amigos site, but most of its sales were conducted in the early 1970s. Nevertheless, it appears to have been well received with the bulk of transactions occurring between 1971 and 1973. In general it appears that subdivisions containing anywhere from 25 or 30 homesites up to 150 sites have taken at least four or five years to dispose of the bulk of their inventory. The normal span of time for a sellout appears to be bewteen five and eight years, depending in part upon the size of the development and the number of lots offered, and in part upon the general level of activity in the market. From the mid-1960s up to the present, there has been a healthy degree of competition between subdivision offerings in the greater Glenwood Springs area, and the variety of offerings seems to have operated beneficially for most developers in contributing to a very active market in the area. Homesite Prices The table on the following page summarizes annual sales at six major subdivisions between Glenwood Springs and Basalt, along with both the high and low extremes in selling prices for each year and what we estimate to be the middle range of selling prices (excluding the extremes in each range). What is particularly striking is the rapid escalation in homesite prices at each subdivision. Inter- views indicated that 12% would be a conservative figure to use in estimating the annual rate of increase in homesite prices. Infor- mation on sales at various subdivisions between 1977 and 1980 tends to corroborate this information. Lot sales at Glenwood Park generally ranged between about $12,500 and $19,500 in 1978, with the range increasing to $15,000 to $26,000 in 1980. At the high end of the range, this amounts to a rate of increase at over 15% per year. A similar rate of increase is reflected in prices from year to year at Oak Meadows and Sunlight View. The price of lots in the Holland Hills development at Basalt reflected similar rates of appreciation, as did smaller homesites at Crystal Village in Carbondale. The price of homesites at Westbank Ranch appears to have increased at a much higher rate. On the one hand we suspect that the sales in 1977 included a large number of contracts being concluded in that year; on the other hand, it is possible that Westbank Ranch lots were somewhat underpriced at the start. 20 LOT SALES AT SELECTED SUBDIVISIONS 0 Co 0) 0) N 01 o N 01 r1 N rn N 01 oW do dA do d° CO to I VD N I 01 d' I • oW • I • do • dA I do ul tf) 11) do M H H Ill oM to H • H N N • r-1 to d' 0 'Cr d' 01 r -E d' N N En r1 m N 0 0 0 0 0 0 0 0 $51,500-57,500 O O O O 0 0 0 0 t11 0 In N U) U1 N M o U1 CO l0 EU r- N d' Hi t9 d' . 1 N N H d' ri M M I I rti I I Ed I EES I W 0 O m O 0 0) 0 W 0 0 0 0 0 0 0 M to 0 0 N 0 N 0 N 0 M N CO r1 111 H 01 M M H H d' H V} V} V} t? tn- ( O 0 0 0 0 0 0 0 0 W (n (I) “0 • O W O Ell 0 1- rl M 0 8--1 O r -I 01 CO KS 10 EES 0 rtS I I In 0 m In 0 0 O N N 0 0 M O M H M 01 0 0 - t? t? t11 ul 0 N �0 I-- 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 M 0 to to 0) • In In [n W 011) N r-1 u) 4) M N N N 0 N O O 01 H d' M r-1 M N H d' r-1 M N H d' 0 H H 1 I I rtS - I Etl I b l I ro 10 MI I W 0 0 m0 (10 En0 EnoEno 00 00 0 0O CD Ln 0 d' 0 u1 r-1 0 0 d' in O E1 0 01 O N N O N ▪ r1 - V} d' • d' M d' CO CO 0) in 0) r1 ri ri r-1 M r -I r -i N r -I V} V} V} V} V} t? V} V} V} 0 0 0 0 0 0 0 u) 0 0 0 0 0 0 0 0 0 0 O 0 O 0 0 0 0 0 in ul 0 0 0 in U) to fn U) EA w O O N M 01 En N N O O O O N tO r -t M M rl N r-1 Ell 0 rl N O ri M M r1 H Ed I I EIS I I H O Itl I to EIS I I EES I U)00 m0 E>s0 Eno(O0 In0 0O 00 0) 000 00 0 0) in to M In in M d' 01 H N 0 0 OJ 0 H rf • M M - V} M d' O N V} N d' • d' 10 HI rl rl Hl H H H H V} V)- V} V} V} V} V} V} O O 0 0 0 0 0 0 N 0 M O () u) O CO I rl I I O d' 0 0 NOLO 0 - H (1) r1 V} V} En s En 0 11) a) CO O 0 H O 1-1 r1 O ra to Ed 0 EES I to RS N U) 0 En OU) I 0 N 0 H O to to HI 6) 0 M - V} 0 1,000-21,000 En N HI O1 (-I H - V> 50 sales 54 sales 50 sales Shlaes &Co. More recent sales at Oak Meadows and Westbank Ranch tend to cor- respond to the reported current range in prices in the Missouri Heights area. This range is generally reported to be between $40,000 and $70,000 per lot, with fairly liberal terms. However, there have been two noteworthy departures from this pattern. One is the sale of at least ten lots in the Panorama Ranches develop- ment for $35,000 cash each. These sales were conducted in order to improve the developer's cash flow position, and occurred in an area in which prices had been between $55,000 and $58,000 plus lib- eral terms, prior to the rapid cooling of market activity in the latter half of 1980. At another extreme, lots averaging about one acre in size at Oasis Creek were offered in mid -1980 at prices between $49,000 and $60,000, with terms requiring only 5% to 10% down and the balance due within 18 months. It has been reported that between 40 and 50 contracts were signed within a 24 hour period; at present there are no more than 10 single-family lots remaining unsold in the subdivision. Homesite prices at Oak Meadows are now above $50,000 per lot, and if lots at Oasis Creek can be offered at prices of $60,000 per lot, then lots at the Los Amigos site should probably not be offered for less than $55,000 each. If general market activity has picked up significantly by the time lots are offered in the first Los Amigos subdivision, pricing closer to $60,000 per lot should be seriously considered. Homesite prices closer to $60,000 per lot would still be within the general market range, and would be more appropriate to the general quality of homesites obtainable in the Los Amigos project. The crucial factor during the initial selling period is likely to be the general state of the market in the area, and not a price differential of 5% or 10%. The examples of recent sales at Panorama Ranches and Oasis Creek demonstrate that the market is noticeably sensitive only to extreme variations in price and/or terms. It would be a serious mistake to market Los Amigos home - sites as superior and virtually unique, and then to offer the sites at prices which are merely average. Marketing Compared to other major subdivisions in the Glenwood Springs area offering lots roughly similar in size and quality, the Los Amigos site remains distinctive in its combination of proximity to Glen- wood Springs, the feeling of remoteness, elevation, solar access, vegetation, views and insulation from other residential develop- ment. Given a generally improved economic climate and the return of the local residential real estate market to a more active pace, homesites at Los Amigos should prove highly competitive with de- velopments such as Oak Meadows and those in the Missouri Heights area. However, because the site is virtually invisible from all points in the valley, and because its unique combination of char- acteristics cannot be adequately communicated by comparing it to 21 Shlaes &Co. any other development, a strong marketing effort will be required in order to communicate the distinctive and often superior quality of Los Amigos homesites to brokers and their clientele in the area between Rifle and Aspen. Aggressive marketing has not been a prominent feature of any of the major large -lot subdivisions in the region, and in our opinion Los Amigos can be given an edge over the competition with a determined marketing effort of the sort originally planned. The only change we recommend is better photographic illustration of the characteristics of the site, and less dependence upon illustrating views of the surrounding terrain which are not much different from the views obtainable at other locations, such as Missouri Heights. It still appears that the most important single factor in determin- ing the success of initial homesite offerings at Los Amigos will be the general condition of the residential real estate market in the Glenwood Springs area. Most developers and brokers in the area expect the pace of the market to improve very gradually, due pri- marily to the expectations that interest rates will decrease very gradually, reaching more acceptable levels between six and twelve months from now. With an improved market and a strong communica- tions effort, it should be possible to achieve a sales pace of at least 15 and perhaps better than 30 lots per year, with opening prices of at least $55,000 per lot and ranging up to $60,000 or somewhat higher for the best lots in the initial offering. In our opinion this is the appropriate time to prepare the Los Amigos project for its initial offering late in 1981 or early in 1982. In spite of the current sluggishness of the local market, there are several large developments being readied for entry once the market situation improves. These include three developments in the Missouri Heights area with a total of 298 homesites, ad- ditional filings at established subdivisions in the Glenwood Springs area, and two new developments in the same area containing about 280 single-family and over 200 multi -family units. We expect that Los Amigos will compare and compete favorably with these announced developments, but it must be prepared to enter the market in order to achieve this position. 22 Shlaes &Co. ADDENDA 0 CO 61 r-1 r -- c0 c0 r 1977 1978 1979 1980 Residential N N NI0 r-1 d' H I0 N r N 61 CO d' to CO l0 0 r-1 r-1 CO CO H N N CO 0 N CO d' 0 l0 m l0 H O M d' in l0 r co O 6• tO c0 ,--I N CO H 0 CO CO 10 I0 t? tfr to- t? ri M co 0 m 0 0 U1 N l0 CO N 61 l0 If) 61 N H 61 N l0 01 CO d' 1-1 61 NN to N N r -I 61 CO CO d' u1 CO r-1 CO ▪ • r In O 61 10 N 0 NN r -I H N CO d' N r -I CO VD CO roN CO N N LO N t? �p d' r -I LC) CO 0 r 10 r1 V} t? 1.0 I0 a) 0 0 M 0 0 0 0 10 61 N 0 Ca 0 d' 10 0 0 r u1 r--1 N l0 N 1.0 N l0 in N LI) 1-1 N l0 M 61 H 0 10 r-1 M CO M r H d' tO CO 0 l0 61 0 CO N M in m d' ✓ CO l0 N N H th t? in- In ? to C0 0 0 M 0 0 0 0 0 r M 0 0 r-1 0 an 0 0 0 N CO I0 Lf) r d' r -t 61 61 an 61 r N 61 00 •c C11 In m 0 N N 10 to N N in 10 l0 N 10 d' 10 N M N N In H r -i d ' CO tO H tn- ti} ti} $8,707, 909,472 $2,099,540 $5,546,990 O ID 61 r 10 tn- an 0 if) M M d N 10 10 CO 0 r1 H to N 0 r-1 N ri M CO 4 ✓ C0 M 0 CO 0 d' 0 co m 0 r 0 l0 N M r ✓ I 0 a) 3 4-4C4 0 a) Carbondale Aspen -Basalt LC) 0 r 1 d N N an r 1 ID ri 0 Mobile Homes N all cn o >~ •ra a) 3 •rt y c 4-1 m ri 0 •r1 r-4 r1 Sa 0 0 CO S Carbondale Aspen -Basalt 10 0 0 0 d' co O Ln In 10 0 N CO N 1n 0 0 N co d' d' t? t? 0 0 0 0 0 0 0 0 0 0 O u) O in l0 H H r r4 M 0 N l0 r4 V} N in N r N tn- r ID N t/} 0 0 0 0 0 0 0 0 0 H 0 0 r -I O O ri H O r l6 M N ri r1 11) (1)- 0 ?0 0 0 0 0 0 0 0 0 0 0 0 N M d' In 61 t0 0 10 d' to r N d' 0 CO N N d' N 0 r-1 M 10 r --I M N Aspen -Basalt (2-10 acres) ri 4J 0 $139,768 $174,633 $266,089 $249,108 963,400 $1,985,516 466,040 $ HOMESITE SALES AT SELECTED DEVELOPMENTS Total Selling Sales Selling Size Lots Period Date Block -Lot Price (S.F.) Western Hills 140 1965-69 8/71 1-10 $ 7,150 6/77 1-8 15,000 16,800 5/77 4-12 12,500 7/79 7-10 12,000 15,600 Vista Heights 30 1969-73 12/76 6=5 $11,000 6/79 4-5 22,500 7/79 1-4 24,000 10,400 12/79 1-3 20,900 13,200 Crestwood Park 20 1967-69? 1967? $14,500 1968? 12 17,500 7/69 8 15,750 12/69 16 16,675 7/80 20 21,500 Fowler Additions 10 1976-77 11/76 2-6 $11,300 1 & 2 8/77 2-5 9,500 9/77 2-3 14,800 10/79 2-2 29,900 Cedar Crest Filings 1-3,6,7 65 1969-77 4/76 7-7-10 $13,000 5/76 7-6-3 12,700 7/76 7-6-2 12,800 10/76 6- -1 8,600 4/77 7-7-3 12,500 5/77 7-7-11 22,000 4/78 1- -1 23,000 11,190 10/78 5-7-2 19,000 30,000 11/78 7-7-10 19,800 7/79 3-x-6 28,000 7/79 6-x-8 26,000 10/79 6-x-13 31,300 12/79 6-x-9 31,500 4/80 6-x-14 31,300 4/80 7-7-7 27,500 (Acres) Westbank Ranch #1 32 3/71- 12/76 12 $11,500 1.060 6/73 2/77 29 15,000 3.343 6/77 17 15,000 1.611 5 11,500 1.088 5 17,000 1.038 7/77 24 18,000 2.454 10/78 16 30,000 1.258 11/79 24 40,000 2.454 8/80 22 63,000 1.659 4/81 31 38,500 2.463 Total Selling Sales Selling Size Lots Period Date Block -Lot Price (Acres) Westbank Ranch #2 32 8/74- 5/78 11/75 10 $23,000 1.080 1/76 31&32 21,000 3/76 30 13,000 1.069 12/76 3 11,500 1.046 1/77 19 11,500 1.074 3/77 18 12,000 1.059 22 12,500 1.007 4/77 23 14,000 1.121 5/77 13 12,500 1.020 7/77 13 14,500 1.020 9/77 19 10,800 1.074 1 9,800 1.125 10/77 5 14,500 1.040 12/77 12 15,000 4/78 6&9 29,000 2.742 3/78 8 15,000 1.242 9/79 8 32,500 1.242 11/80 31 46,000 1.010 Westbank Ranch #3 36 2/74- 3/77 13 $13,000 1.001 6/78 29 13,000 1.031 5/77 12 14,000 1.057 7/77 3 13,500 1.267 9/77 11 14,100 1.024 9 15,000 1.239 10/77 14 12,000 1.024 8 15,000 1.612 11/77 10 15,000 1.039 15 14,500 1.292 3/78 24 15,000 1.008 5/78 17,19,20- 85,000 1.001- 22,25 (14,167 avg.) 1.178 5/78 7 14,500 1.351 7/78 30&31 30,000 2.214 17 20,000 1.045 9/78 36 20,025 1.063 10/78 4 14,500 1.264 11/78 26 13,500 1.008 14 13,500 1.024 6/79 7 14,000 1.351 7/79 33 14,450 1.064 3/80 28 37,500 1.057 12/80 26 38,000 1.034 Glenwood Park Subdivision Total Selling Sales Selling Size Lots Period Date Block -Lot Price (Acres) 120 3/78- 1/78 121 $23,000 0.33 +multi- 12/80 3/78 4 13,000 0.13 family 5 13,500 0.13 6+ 10,500 0.24 6/78 27 12,500 0.13 24 19,500 0.20 10/78 14 12,500 0.13 15 12,500 0.15 12/78 37 19,000 0.17 1978 101 16,000 0.19 103 15,000 0.13 104 15,000 0.13 111 23,500 0.30 4/79 17 13,900 0.14 Tract C 25,000 0.30 31-33 13,000 ea. 0.13 ea. 7/79 4&5 62,000 0.13 ea. 8/79 17 14,500 0.14 9/79 40 21,500 0.17 44 17,000 0.13 10/79 36 19,500 0.13 51-54 17,200 ea. 0.13 ea. 43 17,200 0.13 1979 93 21,500 0.23 110 25,500 0.71 106 22,000 0.31 118 24,500 0.40 108 25,500 0.75 114 25,000 0.30 3/80 42,55-57, 11,200 ea. 0.14 ea. 60,61 5/80 82,84,85, 20,500 to 0.15 to 87,89,92 21,500 ea. 0.23 9/80 10 15,000 0.15 81 27,054 0.25 106 16,000 0.31 11/80 96 26,000 0.25 12/80 122 25,000 0.60 85 21,000 0.30 1980 80 16,000 0.20 67 25,000 0.14 85 21,000 0.30 98 20,500 0.13 96 26,000 0.25 115 27,500 0.36 119 28,000 0.23 89 23,000 0.23 Total Selling Sales Selling Size Lots Period Date Block -Lot Price (Acres) Glenwood Park 1980 81 $21,000 0.25 Subdivision 107 24,000 0.40 (Continued) 116 21,500 0.40 1981 102 21,000 Sunlight View 40 10/76 - Subdivision 12/80? 6/77 3-3 $17,500 1.16 7/77 4-5 17,500 1.29 9/77 3-4 18,200 1.14 10/77 4-2 16,500 0.63 11/77 4-3 17,900 0.78 3/78 4-1 18,500 0.87 8/78 4-4 17,900 0.86 9/78 4-4 18,200 0.86 10/78 6-7 22,000 0.78 1/79 5-4 22,000 0.94 2/79 5-1 18,700 0.82 3/79 5-5 21,900 0.78 4/79 5-5 19,000 0.78 5/79 6-11 20,500 0.91 6/79 6-5 27,200 0.88 5-3 18,500 0.78 8/79 6-4 26,800 0.79 9/79 5-1 22,000 0.82 10/79 5-6 32,300 2.61 1/80 5-7 34,000 3.17 7/80 6-8 19,000 2.22 Oak Meadows, .#1 17 9/71- 2 28 9/73 3 21 2/77 3-8 $30,000 5.140 66 3/78 3-2 33,000 5.041 3-6 33,000 5.486 6/78 3-1 31,600 5.853 4/79 3-9 34,100 4.326 8/79 3-5 44,300 7.267 1-3 41,200 10.820 10/79 3-6 38,500 5.486 3/80 3-2 47,500 5.041 9/80 3-7 41,000 6.874 2/81 3-4 51,500 8.286 3/81 3-5 57,000 7.267 Total Selling Sales Selling Size Lots Period Date Block -Lot Price (Acres) Oak Meadows, 4-V 10/79 16 $24,000 13 20,200 11/79 10 23,700 12/79 16 24,000 5/79 15 20,200 6/80 19 23,700 Cattle Creek 12 ? 7/76 7 $ 6,500 2.65 9/77 2 19,500 4.75 2/78 4 12,000 2.62 2/79 4 15,000 2.62 8/79 3 31,000 4.99 5/80 11 25,000 4.44 Holland Hills 58 12/73- 12/72 47&48 $19,500 0.69 at Basalt 7/79 6/73 58 16,500 0.37 12/73 1 11,000 0.37 9/74 2-12, 14-17 207,000 13.91 38-43,45, 46,49, 52-54 207,500 8.21 7/75 2 30,000 0.80 51 15,000 0.36 8/75 5&6 20,000 0.82 53&54 20,000 0.82 55 20,000 0.41 2/76 9 23,000 0.81 21 23,000 0.81 3/76 15&16 29,000 2.36 4/76 41 13,000 0.78 5/76 11 18,500 2.86 6/76 19 12,000 0.84 7/76 27 12,000 0.82 8/76 16 15,500 1.20 11/76 2 12,200 0.80 38-40,42, 43,45 92,300 4.69 2/77 6 8,000 0.38 4/77 25 18,900 1.19 5/77 46 21,000 1.18 12 20,400 0.61 7/77 20 16,500 0.50 10/77 18 25,000 2.10 11/77 52 15,000 0.40 12/77 22 21,000 0.63 51 16,600 0.36 Total Selling Sales Selling Size Lots Period Date Block -Lot Price (Acres) Holland Hills 1/78 5 $20,000 0.44 at Basalt 3/78 47 14,200 0.37 (Continued) 49 14,200 0.32 4/78 36 14,000 0.68 36 21,000 0.68 7/78 52 19,900 0.40 29,000 0.40 8/78 36 30,000 0.68 1/79 44 31,100 0.50 2/79 13 47,500 0.16 14 25,000 0.49 3 25,000 0.80 4 25,000 1.26 8 25,000 1.68 10 25,000 1.13 12 25,000 0.61 56 25,000 0.41 57 25,000 0.37 11/79 44 37,500 0.50 12/79 36 40,000 0.68 2/80 14 25,000 0.49 6/80 20 32,000 0.50 8/80 45 36,000 0.78 Source: Stewart Title and Shlaes & Co. -i G , , f .--- .,.....------ 0-- , : . Map No. EAGLE COUNTY RECENT HOUSING DEVELOPMENTS: MISSOURI HEIGHTS* Units Approved Units Constructed (1/80) Vacant Lots Established Subdivisions 1 Aspen Mesa 97 33 64 2 Kings Row 6 0 6 3 Los Pinones 9 4 5 4 Mountain Meadows Ranch 37 4 33 5 Red Table Acres 57 35 22 Subtotal 206 76 130 6 Blue Creek 91 7 Aspen Mountain View 76 Subtotal 0 0 91 76 167 0 167 EAGLE COUNTY TOTAL 373 76 297 GARFIELD COUNTY Established Subdivisions 8 Homestead Estates 28 4 24 2 Kings Row 47 11 36 9 Panorama Ranches 56 0 56 10 Panoramic Mesa 19 16 3 Subtotal 150 31 119 New Subdivisions 11 Cattle Creek Ranch 131 0 131 12 Lake Springs Ranch 195 0 195 Subtotal 326 0 326 GARFIELD COUNTY TOTAL 476 31 445 GRAND TOTAL *Single-family homesites only 849 107 742 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 RECENT HOUSING DEVELOPMENTS: GLENWOOD SPRINGS AND CARBONDALE Map Single -Family Cluster Multi -Family Vacant (1/80) No. Approved Built Approved Built Approved Built Single Cluster Multi. GLENWOOD SPRINGS 13 Cedar Crest 84 51 0 0 0 0 33 0 0 14 Colorado Midland 0 0 0 0 120 0 0 0 120 15 Four Mile Ranch* 282 0 0 0 88 0 282 0 88 16 Glenwood Park 122 100 0 0 140 66 22 0 74 12 Lake Springs Ranch 195 0 0 0 0 0 195 0 0 17 Mountain Springs 40 0 0 0 0 0 40 0 0 18 Oak Meadows 138 31 106 38 0 0 107 68 0 19 Oasis Creek 63 0 47 0 50 0 63 47 50 20 Racquet Club 0 0 0 0 32 12 0 0 20 21 Redcliff 0 0 0 0 20 20 0 0 0 22 Riverview 0 0 0 0 24 0 0 0 24 23 Sunlight View 40 21 0 0 0 0 19 0 0 24 Vista Heights 30 25 0 0 0 0 5 0 0 25 Westbank Ranch Filings 1-3 100 77 0 0 0 0 23 0 0 Filing 4 101 0 0 0 0 0 101 0 0 TOTAL 1,195 305 153 38 474 98 890 115 376 CARBONDALE 26 Carbondale South 0 0 140 0 126 60 0 140 66 27 Crystal Village 124 90 150 0 0 0 34 150 0 28 Ranch at Roaring Fork 92 63 140 100 0 0 29 40 0 29 Roaring Fork Village 0 0 140 0 125 0 0 140 125 Recent Housing Developments: Glenwood Springs and Carbondale Page 2 Map Single -Family Cluster Multi -Family Vacant (1/80) No. Approved Built Approved Built Approved Built Single Cluster Multi. Carbondale (continued) 30 Rock Creek 13 4 0 0 0 0 9 0 0 31 St. Finnbar Farm 120 0 0 0 0 0 120 0 0 32 Thompson/Gray Ranch 350 0 460 0 165 0 350 460 165 TOTAL 699 157 1,030 100 416 60 542 930 356 *PUD ordinance under review, not yet approved