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HomeMy WebLinkAbout01 Executive SummaryLEVERAGING HOUSING FOR ECONOMIC WELL-BEING Housing for All: EXECUTIVE SUMMARY JANUARY 2022 image source: National Archives Greenstreet, Ltd. was commissioned to conduct a Housing Study for Hamilton County by the Noblesville Housing Authority, HAND, Inc., and Westfield Washington Township. Research began in 2021 and was completed in January 2022. Greenstreet, Ltd. 2022 Greenstreet, Ltd. 2022 The facts presented here summarize key points of the study. To better understand the issues, please refer to the full study available at www.handincorporated.org. LEVERAGING HOUSING FOR ECONOMIC WELL-BEING HAMILTON COUNTY IS BECOMING LESS AFFORDABLE TO MORE PEOPLE. STAGNANT INCOMES AND GROWING HOME VALUES CREATE AFFORDABILITY PROBLEMS FOR MOST INCOME GROUPS, BUT ESPECIALLY FOR THOSE HOUSEHOLDS EARNING LESS THAN $98,000 (120% Area Median Income, AMI.) Housing values are growing nearly 5x faster than incomes across the US. New home prices in Hamilton County have grown by 63% between 2010 and 2019. Closing price of existing resale homes in Hamilton County have increased by 88% between 2010 and 2021. A Hamilton County family earning $97,920 annually could afford only 28% of new construction, just 12% of current listings, and 100% of multi-family rental units. For families earning $65,280, homeownership is relatively out of reach. Only 2% of current listings and 0% of new construction are considered attainable. HAMILTON COUNTY’S HOUSING INVENTORY LACKS DIVERSITY. HOMOGENEOUS NEW CONSTRUCTION IS UNLIKELY TO SUPPORT THE CURRENT HOUSING NEEDS OF THE WORKFORCE. In 2019, 20% of jobs in Hamilton County had annual salaries below $15,000 and another 32% of jobs with salaries below $40,000. Employment will continue to be a driving factor for housing demand and the lack of housing attainable to low- and moderate-wage workers will continue to hamper business retention, expansion, and attraction. The top five occupations with the most employees in Hamilton County in 2019 were fast food/counter workers, retail sales, customer service representatives, office clerks, and laborers/stocking/freight. All of these occupations paid under $20 an hour, with an average of $16.60 an hour for an estimated gross annual income of $34,528 for an individual. GIVEN CURRENT FUNDING AND CONSTRUCTION TRENDS, IT WILL TAKE APPROXIMATELY 286 YEARS TO MEET CURRENT DEMAND FOR INCOME-BASED HOUSING. There are 18,735 low- and moderate-income households (household income under 100% AMI) spending too much on housing each year (cost burdened.) Between 2010 and 2020 only 468 units of subsidized housing units were built in Hamilton County, compared to an increase of 2,528 households in need of subsidized housing (households earning below 80% AMI and cost burdened.) Each year, an average of 33 subsidized units reach their affordability compliance period, putting them at risk of increased rents and displacement of low- and moderate-income people. Housing Choice Vouchers (HCVs) are a federal program to help low- and moderate-income households live in qualifying market-rate units. 100% of Noblesville Housing Authority’s 194 HCV are in use. The last time the wait list was opened, 900+ applications were received for the available 200 vouchers before the wait list was closed. LAND COSTS AND DEVELOPMENT REGULATIONS HAMPER THE ABILITY TO QUICKLY INCREASE HOUSING INVENTORY IN HAMILTON COUNTY AT ALL PRICE POINTS, BUT ESPECIALLY AT ATTAINABLE PRICES. Nationally land accounts for 20 to 50 percent of a traditional home’s sales price. Land costs were identified by stakeholders as a barrier to attainable housing production in Hamilton County. Nationally, development regulations (at all levels of government) account for 24 percent of the final sales price of new housing. This was identified by stakeholders as a barrier to increasing the inventory of attainably-priced homes. Hamilton County regulations favor larger lots. Average development costs are roughly $1,000 per lineal foot. Increasing minimum lot widths from 60 to 80 feet may add an additional $20,000 to the cost of development (2019.) To address the issue of decreasing attainability, Hamilton County stakeholders must work together to reduce the cost of development, remove the cultural stigma attached to attainable housing, stabilize and support individuals and families most at-risk, and increase funding for attainable housing. Housing for All: Leveraging Housing for Economic Well-Being $321,500 $79,900 US MEDIAN NEW HOMES SALES PRICE, 1984 $69,560 US MEDIAN HOUSEHOLD INCOME, 2019 $22,415 US MEDIAN HOUSEHOLD INCOME, 1984 US MEDIAN NEW HOMES SALES PRICE, 2019 $22,415 1984 U.S. MEDIAN HOUSEHOLD INCOME $79,900 1984 U.S. MEDIAN SALES PRICE OF NEW HOME $69,560 2019 U.S. MEDIAN HOUSEHOLD INCOME $321,500 2019 U.S. MEDIAN SALES PRICE OF NEW HOME 4.6X 3.5X INCOME:HOUSING VALUE INCOME:HOUSING VALUE If we apply the rule of 3x (as an attainable home value), homes today should be valued closer to $208,680, or $112,820 less. HAMILTON COUNTY IS BECOMING LESS AFFORDABLE TO MORE PEOPLE. Hamilton County’s rapid growth has created tremendous demand for housing. Housing production has failed to keep pace, creating an imbalance between supply and demand. The results are rapidly rising home values, lack of supply, and unaffordable conditions for employees to maintain the economic well-being of Hamilton County. In 1984 the median household income in the US was just over $22,415, and the median sales price of a new home that same year was just shy of $80,000. The average American was spending just over three times their income to buy a home. As of 2019 that number is 4.6 times the median income and growing. The cost of a new home in the US has skyrocketed by 322 percent; incomes have grown by around 200 percent, creating significant gaps in what people can afford today. Homes in Hamilton County consistently sell for more than homes in neighboring counties and communities. The average Central Indiana homeowner would need to earn an additional $43,000 a year to afford the higher cost of an average home in Hamilton County compared to elsewhere in the metro. Over the last nine years, sales prices of new construction single-family homes in Hamilton County have increased by almost $150,000, and sales prices on existing resale homes are growing at similar rates. Low inventory and supply constraints creates a competitive environment that benefits cash buyers and higher net worth homeowners. STAGNANT INCOMES AND GROWING HOME VALUES CREATE ATTAINABILITY PROBLEMS FOR MANY. Source(s): U.S. Census Bureau via Federal Reserve Economic Research (FRED); Greenstreet Ltd. data reflects the median sales price of new homes and incomes in unadjusted U.S. dollars Greenstreet, Ltd. 2022 Over half of Hamilton County families earning below the area median income ($81,600) are spending more than 30 percent of their income on housing each year – referred to as being housing cost burdened. This directly impacts their ability to pay for critical services like education, childcare, transportation, food, healthcare, and savings. A childcare worker earning a household income of $33,228, after spending the recommended 30 and 15 percent on housing and transportation respectively, would have just $18,275 left over for the entire year to pay for all other remaining expenses. While this essential worker lives “affordably,” they will still struggle to make ends meet. LIVING UNAFFORDABLY HAS A BIGGER IMPACT ON SMALLER BUDGETS. The Area Median Income in the Indy-Carmel MSA is $81,600. Living affordably in Hamilton County is difficult for many households earning below the Area Median Income. In Hamilton County, 36,915 households earn below the AMI. Of those households, 18,735 spend too much on housing. That equates to 1 out of every 2 low- and moderate families. This is in stark contrast to the 1 out of every 25 families who earn above the Area Median Income who are spending more than 30 percent of their income on households. EXISTING INVENTORY DOES NOT REFLECT THE HOUSING NEEDS OF THE WORKFORCE. 30% AMI $24,480 50% AMI $40,800 80% AMI $65,280 100% AMI $81,600 120% AMI $97,920 150% AMI $122,400 200% AMI $163,200 MULTI-FAMILY RENTALS 22,587 units (total) occupancy: 97.6% ACTIVE LISTINGS 287 listings (total) NEW CONSTRUCTION STARTS 3,434 units (total) A family earning 120% of the area median income has an annual household income of $97,920. This is comparable to the median household income. An attainable home value for this family is $293,760. A family at this income level could afford 28% of new construction, just 12% of current listings, and 100% multi-family rentals. For families earning below 80% AMI, homeownership options are relatively out of reach. Only 2% of current listings and 0% of new construction are considered attainable. The opportunity for essential workers to find housing at attainable prices is disappearing and in some parts of Hamilton County, those opportunities are already gone. An essential worker earning a $33,228 annual household income would find the task of acquiring attainable housing impossible. Of the 3,000-plus units built in the county over the previous 12-month period, 100 percent of the units are unaffordable to this population, and they could afford just one of the 278 active listings at the time of this report. This does not account for the competition that exists for homes at the lower end of the price spectrum. Additionally, the example essential worker-led household would find rental housing options limited. Of the 22,000 plus multi-family rental units in Hamilton County, just 24 are assumed to be affordable based on average posted monthly rents – this includes subsidized affordable. Given high demand and limited supply, occupancy rates in the county are approaching 98 percent, meaning at any given time there are around 1,000 unoccupied units. Of those units, only 12 offer average monthly rents that would make them attainable to an average essential worker-led household. Even higher earning households may struggle to find attainably priced housing. Families earning professional wages (like accountant- led households) above the area median income ($107,302) can afford to buy 71 percent of newly constructed units and just 20 percent of the active listings. For these households, multi-family rental options are all attainable, but finding appropriately sized and located units may present a challenge regardless of income. To further emphasize how far reaching and persistent this problem is in Hamilton County, a household earning 200 percent of the area median income ($163,200) still does not earn enough to ensure all housing is attainably priced. A household at this income could afford 86 percent of new construction and 59 percent of the active listings. Source(s): MIBOR REALTOR® Association, BLC® Listing Service; Zonda 2021; JLL 2021; Greenstreet Ltd. current listings reflect MLS active listings on November 5, 2021 Housing for All: Leveraging Housing for Economic Well-Being DIVERSE HOUSING IS A RESILIENT ECONOMIC DEVELOPMENT STRATEGY FOR HAMILTON COUNTY. Without appropriate housing for the entire workforce, economic growth and sustainability of the high quality of life that is so important to Hamilton County residents may be in jeopardy. Underproduction or unattainable housing values will create circumstances where the labor force is unable to live in Hamilton County. As more workers select to live and work in more affordable communities, jobs may go unfilled, tax revenue may decrease, and ultimately economic growth will be stalled. In the end, Hamilton County, as a whole, becomes less competitive against regional and national peers, making it harder to attract people, jobs, and investments. Much of Hamilton County’s economic development strategies center on highly skilled, high paying job sectors. Under the surface, this strategy creates a ripple effect across all sectors and is highly dependent on attracting and retaining workers of all skill levels and pay grades. For every one high-wage, high-tech job created in the economy, five other supportive jobs are created. Many of those jobs are low-skill and low-wage, more akin to a commodity. A barista in Hamilton County can expect the same working conditions and pay at a coffee shop in Shelby County as they can in Hamilton County. The key difference is cost of living. This speaks to the importance of housing on Hamilton County’s economic well-being. Diverse housing is a resilient economic development strategy. Hamilton County’s great schools, low crime rates, and well-maintained infrastructure require a dedicated workforce of teachers, police, fire fighters, public works employee, and many more individuals who may not earn enough to live affordably in Hamilton County today. Additionally, housing and place are increasingly important to the workforce and employees. Without appropriate housing, workers are faced with longer commutes, which studies indicate can lead to costly turnover and absenteeism. Additional studies have shown that replacing an employee can cost a business as much as 1.5 times their annual salary in lost revenue and reduced productivity. Both of these findings underscore the importance of co-locating housing and jobs. In 2019, 1,009 childcare workers were hired in Hamilton County. That same year, 1,224 childcare workers separated from the jobs. This type of turnover creates instability for business owners, employees, clients, and the economy. Diverse, attainable housing can boost municipalities’ bottom line by retaining and increasing tax revenues. Supporting local business growth and attraction not only creates new jobs, but also contributes to the local municipal and county tax bases, allowing these entities to continue to invest in infrastructure, schools, public safety, and community amenities that make Hamilton County competitive with national peers. More efficient development – which can also be more attainable – costs up to one-third less and offers 10 percent savings on ongoing delivery of many city services. Additionally, compact, walkable places that can be affordable by design, generate 10 times more tax revenue per acre than traditional, large-lot subdivisions that are unattainable to much of the workforce. $85,240 Research and Development in Nanotechnoogy $125,650 Lawyer $60,870 HR Specialist $31,330 Security Guard $23,320 Childcare Worker $26,110 Waiter/Waitress source: Noblesville Economic Development Strategic Plan supporting data, 2021; Bureau of Labor Statistics, Employment and Wage Estimates for Indianapolis MSA, May 2020 (reflects annual mean wage not household income) For each high-paying, high-tech job, five other jobs are created in various sectors of the economy. An economic development strategy focused on high-paying jobs still requires a diverse housing strategy to support its workforce. EMERGENCY HOUSING ATTAINABLE HOUSING MARKET-RATE HOUSING Emergency Shelters Transitional Housing Income-Based Housing Attainable Rental Housing AttainableHome Ownership Attainable by Design Market-Rate Housing CONTINUUM OF HOUSING NEEDS Greenstreet, Ltd. 2022 We believe that housing should be attainable for those who desire to call Hamilton County home – during every stage of their lives. We will prioritize diversity in product types and housing prices to uphold the economic well- being of Hamilton County. To ensure housing for all, we will... • work collaboratively with leadership to prioritize diversity in housing product types and prices (prioritizing households earning up to 120% AMI); • encourage and regulate for lower cost housing options near jobs and services; • explore public-private-philanthropic partnerships to expand resources and dollars aimed at removing barriers to attainable housing; and • communicate the importance of attainable housing the County’s economy today and in the future. #HOUSING4ALL VISION: The Hamilton County Housing Collaborative is a group of individuals and organizations committed to improving the inventory of housing in every category along the continuum of housing options. This collective impact initiative is staffed by HAND, Inc. Aspire, Family Promise of Hamilton County, Noblesville Housing Authority, and Westfield Washington Township are the other founding organizations. CREATE STRONG COMMUNITIES WITH #HOUSING4ALL. • Visit www.handincorporated.org to learn more and get digital copies of the 2022 Hamilton County Housing Report. • Be a knowledgeable YIMBY – “Yes in My Backyard” by advocating with your elected officials and following local zoning meetings. Support good projects that provide more workforce housing. Learn more at https://yimbyaction.org/2021/ • Volunteer with a nonprofit working in housing. Contact Kelley Romweber (kelley@handincorporated.org) to explore which nonprofit in Hamilton County would be a good fit for you. • Use your social media presence to advocate for #Housing4All. • Donate funds, land, or expertise for housing initiatives focused on low-income households. Kelley Romweber (kelley@handincorporated.org) can give you the latest information. TAKE ONE ACTION TODAY: Housing for All: Leveraging Housing for Economic Well-Being DEFINING THE NEXT STEPS FOR COLLABORATION ACROSS HAMILTON COUNTY. The Hamilton County Housing Collaborative came together to think holistically about the housing needs of all Hamilton County residents. The 2022 Housing Study and subsequent initiatives attempt to not only identify and define the issues but also to create consensus around next steps. There is no single initiative, project, program, or source of funding that will solve these issues. Housing and housing attainability is complex and will take collaboration from various partners — public sector, philanthropy, development and builder communities, Realtors, and nonprofits — to begin to address the varying and deep rooted challenges Hamilton County faces today. The Collaborative agreed that housing in Hamilton County is becoming less attainable for much of the workforce. To address this issue, groups across Hamilton County and beyond must work together to: The Collaborative worked together to populate a list of potential projects, programs, and policies that met a set of parameters around housing and implementation – short-term implementation (18 months) ability, existing momentum, engagement of high-capacity partners, alignment with the Hamilton County vision for housing, and the existence of, or ability to fund, the proposed initiative. Of the nearly 50 identified initiatives, four were selected (see next page) for their ability to generate new or expand existing funding sources critical to long- term implementation and sustainability of attainable housing across the county. Additionally, the group felt it was important to also identify projects that could have immediate or short-term impacts. These projects or programs are identified below. REDUCE THE COST OF DEVELOPMENT, REMOVE THE CULTURAL STIGMA ATTACHED TO INCOME-BASED HOUSING, STABILIZE AND SUPPORT INDIVIDUALS AND FAMILIES MOST AT-RISK, AND INCREASE FUNDING FOR ATTAINABLE HOUSING. IMMEDIATE & SHORT-TERM ACTIONS EMERGENCY SHELTERS To address immediate needs of households experiencing homelessness, Hamilton County should expand options for sheltering. Efforts to begin with sheltering for victims of violence should be accelerated to show the value of crisis housing. HOUSING CHOICE VOUCHERS Hamilton County’s access to HUD-funded Housing Choice Vouchers (HCV) does not meet the needs of current residents. Considerations to locally fund HCV- like subsidies should be considered to expand options for families to live in market- rate communities. REPRIORITIZE CDBG Stakeholder interviews revealed concerns about how the County’s CDBG dollars were expended. Suggestions to reprioritize dollars for attainable housing development and/ or preservation were made by many. Others suggested consolidation of the municipal allocations to create larger awards and act as greater incentive for attainable housing creation. DEMONSTRATION PROJECT A demonstration project that showcases innovative, well- designed affordable housing would provide a local example of how attainable housing can fit in and reflect the values of Hamilton County communities. This would likely require funding from public and/or philanthropic partners; variation from local development standards; and a strong partnership with a trusted developer. ACTIONS SPEAK LOUDER THAN WORDS. The annual CDBG planning process begins Spring 2022 to award funds for Program Year 2022, creating an opportunity to advance these two short-term actions. Exploration of potential ARPA funds announced as of March 2022. $5 million in ARPA funding earmarked as of March 2022. Greenstreet, Ltd. 2022 PUBLIC-PRIVATE-PHILANTHROPIC PARTNERSHIPS: In general, partnerships are a collaboration between various groups to achieve a common goal or objective. Traditionally, in affordable housing development, these partnerships have included two primary groups – the public- and private-sectors. In today’s funding environment, the addition of philanthropic partners brings new, flexible capital to projects that can enhance financing, expand services, and create more holistic projects that better meet the needs of the residents and communities in which they are located. These partnerships already occur in Hamilton County, but as funding decreases and need increases, these partnerships are more critical and a strategic approach to engaging in these activities will ensure better outcomes for all involved parties. By working in partnership, these organizations can begin to repair the systematic and structural issues at the root of the problem, potentially reducing the need for similar interventions in the future. COMMUNITY LAND TRUST : A Community Land Trust (CLT) is a long-term mechanism to acquire property and maintain the attainability of homes and properties owned the community land trust organization. A Community Land Trust is typically controlled by a community-based nonprofit that includes community developers, nonprofits, or government entities. By separating the value of the land and the improvements (for example a house), Community Land Trusts create opportunities at lower cost to potential home buyers. This can provide ownership opportunities to populations that traditionally have been excluded due to lower incomes or lack of wealth, allowing them to build equity and transition to traditional, market-rate ownership in the future. Community Land Trusts also support the long-term affordability of multi-family and single-family rental options in two ways – reducing overall development cost that allow for lower rents, and ensuring long-term affordability. HOUSING TRUST FUND : A Housing Trust Fund is a distinct fund established by a city, county, or state government that receives ongoing, dedicated funding streams to support the preservation, production, and access to attainable housing. The creation of an HTF shifts funding for attainable housing from a one-time or per basis allocation to annual budgets that ensure funding is available year after year. Nationally, studies have indicated Housing Trust Funds leverage $6 for every dollar invested in the fund. A Housing Trust Fund provides a new, flexible source of funding that can be used to in a variety of ways including development costs (i.e. land acquisition, construction loans, etc.) as well as programmatic costs (i.e. down- payment assistance, home repair, emergency mortgage assistance, etc.) This allows for users to think ahead and plan for future projects, knowing they will have access (even if competitively) to an additional source of funding for attainable housing production and preservation — something that ad hoc public-sector investments in attainable housing do not provide. LAND USE & DEVELOPMENT STRATEGIES : In Hamilton County there are numerous documents, processes, and bodies that regulate how and where development occurs. The objective of these regulations and regulatory bodies is to ensure development reflects the character and desires of the community. Past conversations with local developers, home builders, and planning staff revealed that increasing diversity in housing is difficult given the current political and regulatory environment that dictates what can be built and where. In the U.S. nearly 75 percent of all land is zoned exclusively for single-family housing – arguably the most expensive form of housing. There are several ways to create win-wins for municipalities, builders, and home buyers by bringing together all the parties involved to make modest adjustments to local regulations that would ease development of diverse housing. LONG-TERM INITIATIVES MUST START NOW. Additional information on each initiative can be found in the corresponding information packets. Housing for All: Leveraging Housing for Economic Well-Being Adrienne Keeling, Carmel Community Services Aimee Jacobsen, Noblesville Housing Authority Alexia Lopez, Carmel Community Services Andrea Davis, HAND Brad Coffing, MIBOR Chris Pryor, MIBOR Cindy Benedict, Stones3 Resources Corrie Meyer, Innovative Planning LLC Courtney Zaugg, Plaka Associates Danielle Carey Tolan, Westfield Washington Township Trustee Denise Aschleman, Noblesville Planning Jen Higginbotham, Indianapolis MPO Justin Moffett, Old Town Companies Kate Collins, BAGI Megan Vukusich, Fishers Planning and Development Mike Thibideau, Hamilton County Economic Development Corporation Nancy Ramsey, Family Promise of Hamilton County Patricia Gamble-Moore, PNC Bank Traci Kapsalis, JLL Indianapolis Special Thanks to Aspire, Inc BAGI City of Carmel City of Fishers City of Noblesville City of Westfield Delaware Township Trustee Family Promise of Hamilton County Fishers Residents (2) Good Samaritan Network Greater Indy Habitat for Humanity Hamilton County Commissioners Hamilton County Community Foundation Hamilton County Council Hamilton County Economic Development Corp. Hamilton County Jail - COPE/TOWER pgrms Hamilton County Youth Assistance HAND, Inc IHCDA Inclusivity Institute Indianapolis MPO Merciful HELP Center MIBOR REALTOR Association Noblesville Chamber of Commerce Noblesville Housing Authority Noblesville Township Trustee Old National Bank Old Town Companies OneZone Pedcor & United Fidelity Bank PNC Bank Prevail, Inc. Prosperity Indiana Pulte Home Builders Radiant CDC Salvation Army Shepherd’s Center of Hamilton County Stones3 Resources United Way of Central Indiana Westfield Chamber of Commerce Westfield Washington Township Trustee Woda Cooper Companies Inc. Hamilton County Housing Collaborative Membership Acknowledgments Supporting Organizations Noblesville Housing Authority HAND Inc. Hamilton County Housing Collaborative Builders Association of Greater Indianapolis (BAGI) MIBOR REALTOR Association Hamilton County Economic Development Corporation Westfield Washington Township