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Housing - Rental Survey AnnualCITY OF DUBUQUE, IOWA MEMORANDUM January 31, 2001 TO: FROM: SUBJECT: The Honorable Mayor and City Council Members Michael C. Van Milligen, City Manager Annual Rental Survey Housing Services Manager David Harris is transmitting the fifth edition of the armual "River Town Rents" survey as conducted through the Housing Trust Fund Committee. Michael C Van Mdhgen x MCVM/jh Attachment cc: Barry Lindahl, Corporation Counsel Tim Moerman, Assistant City Manager David Harris, Housing Services Manager CITY OF DUBUQUE, IOWA MEMORANDUM 18 January 01 To: ~ VanMilllgen, City Manager From: Housing Trust Fund Committee ~ David Harris, Housing Services Department Re: Annual Rental Survey The Housing Tm~t Fund Committee has received the fifth edition of the annual "River Town Rents" survey of the Dubuque rental housing market. This survey is performed under the direction of Len Decker at the Loras College Center for Business and Social Researek The City Council authorizes use of Comm~mily Development Block Grant funds for payment of costs. The survey is annually provided by the Housing Department to area landlords, lenders, realtors and others with interest in the residential rental market, as a public information service. The survey measures current rents and occupancy rates of residential properties, city-wide. A methodology developed by Dr Decker samples these factors individually for four geographic sectors of the city; further, within these sectors each of three types of rental housing is sampled. These include single family rentals, duplexes and multi-unit apartment buildings. This year's survey, the fitth in a series originating in 1996, indicates a general improvement in the rental housing m~rket. City-wide rents increased, from 1999, for efficiencies, two- and three- bedroom apartments and single-family homes, from 3-10%. Duplexes experienced no change, while one-bedroom units declined by 14%. The news was even more positive for occupancy levels. The city-wide occupancy rate increased to 91% - for all types of units - a significant (4%) improvement from last year. Every type of unit, excepting efficiencies and duplexes, experienced rate increases, from 1-5%. Efficiency units increased occupancies by 19%. Duplex rents declined by 1%. In the downtown sector, which in past years had evidenced highest vacancy rates, significant improvements in occupancies were observed. Rates were up for all types of units, by 1-5%, excepting thrce-bedmom apartments, which decreased by 2%, and efficiencies, which improved by 14%. Downtown occupancy levels, excepting efficiency units, are now at 88-93%. The narrative written by Dr Decker this year makes note of an additional factor in discussion of vacancy rotes. For purposes of construction of the survey sample, approximately 1500 rental units are excluded from the city-wide total of about 7500 rentals. This is done in order to factor out all Section 8, other HUD-subsidized and college-owned units, so as to assess only those rentals operating under actual "market" conditions. In past years, in discussion of city-wide occupancy rates, we have calculated a rote then based only on the sample of market units. This has had the effect of under-stating the tree city-wide occupancy rate. In this year's summary, Decker has calculated an actual city-wide occupancy rote, by first conducting the survey of market units and then re-combining that number with the 1500 "non- market" rentals. This "extrapolated" occupancy rate has been calculated at 93%, indicating a relatively healthy remal housing market for the city. The survey and Housing Department-issued synopsis is attached for your review and for distribution to City Council members. RIVER TOWN RENTS V 2000 SURVEY SYNOPSIS ANALYSIS AND CONCLUSIONS City-wide median rent for single family dwellings was $498/month; for duplexes, this rent was $377/month. In multiple-unit buildings, median rents were as follows: Efficiency $300 1-bedroom $300 2-bedroom $430 3-bedroom $500 Median rents, for survey purposes, did not include any utilities costs. Due to the small number of 4-bedreom units in the sample, no information is provided in this analysis. By geographic area, single family rents were highest ($595/month) in the West end. North end rents were lowest, at $450. Duplex rents were highest ($443) in the South end; North end rents were lowest, at $350. In multiple-unit buildings, rent variations observed similar patterns. Highest median rents for 1-bedroom units, at $400/month, were in the West end; lowest were North end at $260. Highest rents for 2-bedroom units were in the West, at $500. Lowest were Downtown, at $350. Adequate sample size for 3-bedroom units was obtained only in the Downtown; this rent was $425. Efficiency units were also sampled. Rents for these ranged from $300/month in the West end to $200 Downtown and in the North end. The City-wide occupancy rate for single family dwellings was 93%; for duplexes, the rate was 89%. In multiple-unit buildings, the rates were as follows: Efficiency 83% 1-bedroom 92% 2-bedroom 91% 3-bedroom 96% The City-wide occupancy rate for all rental units was 91%. By geographic area, occupancy rates were highest for single family dwellings in the South end (100%). Downtown single-family occupancy was lowest at 90%. Duplex occupancies were highest in the West (99%) and lowest Downtown and in the North end (88%). In multiple-unit buildings, South end 1-bedroom units had highest occupancy levels, at 100%. Lowest were Downtown, at 88%. In a reversal of previous year survey findings, 2-bedroom occupancies were highest in the North end and Downtown, at 93%. Lowest were in the West, at 88%. For 3-bedroom units, valid sample sizes were obtained only for the West and Downtown. For these units, occupancy levels were 98% and 86%, respectively. For efficiency units, the overall occupancy rate rebounded this year, to 83% (from 64% in 1999). Highest rates (at 100%) were in the North end; lowest were Downtown at 81%. Comparisons: 1999 and 2000 survey results* Rents The 2000 survey shows again this year rents have in most all cases seen increases, City-wide. Single-family rentals increased 10%; duplexes saw no change. In multiple-unit buildings, rents in two- and three-bedroom units rose by 5% and by 3.5% in efficiencies. In one-bedroom units, rents actually decreased, by 14%, from the 1999 median. Interestingly, the $50 decrease in one-bed units exactly matched the $50 increase recorded last year. In each case, this was a 14% swing. This suggests that a longer-term analysis is needed in order to correctly identify actual trends. These comparisons are summarized as follows: Unit type 99 rent O0 rent single-family $453 $498 duplex 375 377 multi-unit 1-bedroom 350 300 2-bedroom 410 430 3-bedroom 475 500 Efficiency 290 300 $ chan~e %chanqe 45 10 2 0 (50) (14) 2O 5 25 5 10 3.5 * A comparison of survey results from years 1996-2000 is fully detailed in the published report, for both rents and occupancy levels. Comparison of 1999-00 rent changes - by the four sectors of the City - shows an inconsistent pattern of rent fluctuations. On the West side, rents increased by $25-50, except in one-bed multiples, (no change) and efficiencies (a $7 increase). Rents over-all saw significant increases in the West sector. In the South end, single family rentals increased significantly ($62), while duplexes declined by $7. However for two-bedroom apartments in multiple unit buildings, sampled rents showed a $274 decrease. This suggests that last year's survey (incorporating new high-end rentals), may have over-stated the market, at $762. ^ significantly larger sample of 2-bedroom units was obtained this year. This broader data base may be providing a more accurate analysis of real market dynamics. One-bedroom apartments also declined, by $96. North end rentals indicated little change from last year. Single family increased by $25; duplexes saw no change. One bedrooms in multiple unit buildings decreased by $25; no change was seen in 2-bed units. The downtown market was also relatively fiat. One-bedroom apartments, efficiencies and single-family rentals increased by $5-$15; two-bed units and duplexes experienced no change. Three-bedroom units declined by $50. (A complete comparison of rents, by region and unit type, is listed in the "Survey Findings" section of this synopsis.) Vacancy Rates The good news is that this year's survey shows a pattern of increased occupancies, throughout the city. The over-all increase in the occupancy rate, from 1999, was from 87-91%, a significant improvement. Single-family rentals increased by 2%; duplexes declined by 1%. In multi-unit buildings, 1-bedroom rates increased 5%, 2 bedroom units by a percentage point, and 3-bedrooms increased 3%. Efficiency units, while rebounding from 84% in 1999 to 83% this year, still experienced lowest demand from renters. This would seem to follow the trend of an increasing market for larger units, with more amenities, than many of the older efficiencies typically offer. Unit type single-family duplex multi-unit 1-bedroom 87 2-bedroom 90 3-bedroom 93 Efficiency 64 City-wide: 87 99 0_.~0 occupancy occupancy % change 91% 93% 2 90 89 (1) 92 5 91 1 96 3 83 19 91 4 A comparison by geographic areas of the City reveals a fairly consistent pattern of an increase in occupancy rates. In the West, occupancies ranged from 88- 99% (excepting efficiency units), reflecting fairly stable levels. Two-bedroom apartment occupancies did decline by 4%; efficiencies increased by 20% to an 82% rate this year. In the South end, rates ranged from 92-100%. Duplex occupancies declined by 5%; single-family rentals increased 29%. North end rates ranged from 88-98%, with a 5% decline in duplexes and 6-11% increases in all other occupancy rates. The Downtown area showed a consistent trend toward increased occupancies. Single-families increased by 2%; duplexes and 2-bedroom apartments increased by 5%. One-bedroom apartments increased by 3%, while efficiencies increased by 14%, to an 81% occupancy level this year. Only 3-bedroom apartments showed a rate decline, by 2%. Excepting efficiencies, rates ranged from 88-93%. (A complete comparison of vacancy rates, by region and type of unit, is listed in the "Survey Findings" section of this synopsis). SURVEY FINDINGS Rents* Median rents - the rent at the mid-point of the distribution of all rents surveyed (for each unit type) - were determined, City-wide, as follows: single family $498/month duplex 377 multiple: Efficiency 300 1-bedroom 300 2-bedroom 430 3-bedroom 500 *rent figures given exclude all utilities By geographic area, median rents were as follows: S n,cl e famil, Du )lex: Multiple: 2BR 3BR 1BR 2BR 3BR EFF 1BR 2BR 3BR Downtown 400 $508 Downtown $300 $375 $475 Downtown $200 $300 $350 $425 North 400 475 North 300 350 463 North 200 260 400 * West 585 598 West 283 448 500 West 300 400 500 * South * . South * . . South * . 488 * City-Wide 475 525 City-Wide 300 375 470 City-Wide 300 300 430 500 *where noted, no median rent figures are listed, due to small sample sizes OCCUPANCY RATES Occupancy rates, City-wide, were determined as follows: single family 93% duplex 89% multiple: Efficiency 83% 1-bedroom 92% 2-bedroom 91% 3-bedroom 96% City-wide 91% By geographic area, occupancy rates were as follows: EFF ~51n,qle Tamlr f: uuplex: IVlUILI[JIC. I-MU /--UU ,.~-UU [-rr Downtown 90% Downtown 88% Downtown 88% 93% 86% ' 81% North 98% North 88% North 98% 93% * 100% West 96% West 99% West 95% 88% 98% 82% South 100 South 95% South * 92% * City-Wide 93% City-Wide 89% City-Wide 92% 91% 96% 83% *where noted, no occupancy rotes are listed, due to small sample sizes Synopsis prepared by: David Harris Housing Services Department January 01 DH~s