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37-26 Authorizing the City to Fund Its Taxable Economic Development Revenue Note, Series 2026 (Beacon Heights Project) and Approving and Authorizing Other Actions in Respect Thereto
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37-26 Authorizing the City to Fund Its Taxable Economic Development Revenue Note, Series 2026 (Beacon Heights Project) and Approving and Authorizing Other Actions in Respect Thereto
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6/3/2026 3:27:24 PM
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FINANCING AND LOAN AGREEMENT <br /> THIS FINANCING AND LOAN AGREEMENT made and entered into as of July 1, 2026, <br /> by and between the City of South Bend, Indiana, a municipal corporation and political subdivision <br /> existing under the laws of the State of Indiana (the "City"), and Beacon Apartments Preservation <br /> LLC, an Indiana limited liability company (the "Borrower"), under the following circumstances <br /> summarized in the following recitals (the capitalized terms not defined in the recitals are as defined <br /> in Article I hereof): <br /> A. Indiana Code, Title 36, Article 7, Chapters 11.9 and 12, each as supplemented and <br /> amended (collectively, the "Act"), authorizes and empowers the City to make loans to provide <br /> funding for economic development projects and facilities and vests the City with powers that may <br /> be necessary to enable it to accomplish such purposes. <br /> B. The Borrower has requested a certain economic development incentive from the City <br /> in the form of a forgivable loan to the Borrower in the amount of not to exceed One Million Two <br /> Hundred Fifty Thousand Dollars($1,250,000)(the"Loan"),to finance a portion of the construction, <br /> renovation and/or rehabilitation of economic development projects and facilities within the meaning <br /> of the Act, consisting of the construction, renovation and/or rehabilitation of up to one hundred <br /> seventy (174) affordable housing rental units in the existing Beacon Heights development in the <br /> River West Development Area in the City,with an approximate total development or redevelopment <br /> cost of Forty-Seven Million Dollars $47,000,000.00 including a private investment of no less than <br /> Forty-Seven Million Dollars ($47,000,000)] to be expended by the Borrower (collectively, the <br /> "Project"). <br /> C. The City believes that developing the Project as described herein is in the best <br /> interests of the health, safety and welfare of the City and its residents and complies with the public <br /> purposes and provisions of the Act, and based upon the information presented to the City by the <br /> Borrower,the City has determined that the Project constitutes an economic development project and <br /> an economic development facility as defined by applicable law. <br /> D. The City desires to facilitate the development of the Project by making the Loan to <br /> the Borrower on a draw basis from available funds of the City and the Redevelopment Commission <br /> (as hereinafter defined)to finance a portion of the Project. <br /> E. This Loan Agreement provides for the repayment by the Borrower of the Loan and <br /> further provides for the Borrower's repayment obligation to be evidenced by the promissory note in <br /> substantially the form attached as Exhibit A hereto (the "Note"), unless the Loan is forgiven upon <br /> satisfaction of the conditions set forth in Section 4.3 hereof. <br /> F. The parties hereto agree that it is of mutual benefit for the parties hereto to enter into <br /> this Agreement relating to the Project and the Loan that will include the commitments of each of the <br /> parties. <br /> G. The South Bend Redevelopment Commission, for and on behalf of the City of South <br /> Bend, Department of Redevelopment, and the Borrower have entered into a Development <br />
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