HomeMy WebLinkAbout5A8 Real Estate Purchase Agreement Heading for Home LLCREAL ESTATE PURCHASE AGREEMENT
This Real Estate Purchase Agreement (this "Agreement ") is made on August 25, 2016
(the "Contract Date "), by and between the City of South Bend, Indiana, Department of
Redevelopment, acting by and through its governing body, the South Bend Redevelopment
Commission ( "Seller ") and Heading for Home LLC, a Delaware limited liability company with
its principal place of business at 501 W. South St., South Bend, Indiana 46601 ( "Buyer ") (each a
"Party" and together the "Parties ").
RECITALS
A. Seller exists and operates pursuant to the Redevelopment of Cities and Towns Act
of 1953, as amended, being Ind. Code 36 -7 -14 (the "Act ").
B. In furtherance of its purposes under the Act, Seller owns certain real property
located in South Bend, Indiana (the "City "), and more particularly described in attached Exhibit
A (the "Property ").
C. Swing- Batter - Swing, LLC holds an exclusive option to purchase the Property
from Seller upon certain conditions pursuant to the Parties' Real Estate Option Agreement dated
July 30, 2015 (the "Option Agreement "), which option was placed of record by the
Memorandum Of Real Estate Option Agreement dated July 30, 2015, and recorded on July 31,
2015, as Document No. 1519603 in the Office of the Recorder of St. Joseph County, Indiana.
D. On August 22, 2016, pursuant to Section 9 of the Option Agreement, Swing -
Batter- Swing, LLC requested the Commission's consent to an assignment of the Option
Agreement from Swing- Batter - Swing, LLC to Buyer, and Seller has consented to the assignment
as set forth in Resolution No. 3345 dated August 25, 2016.
E. On August 22, 2016, Buyer submitted its Notice of Intent (as defined in the
Option Agreement) to purchase the Property from Seller, which Seller approved as set forth in
Resolution No. 3345 dated August 25, 2016.
THEREFORE, in consideration of the mutual covenants and promises in this Agreement
and other good and valuable consideration, the receipt of which is hereby acknowledged, Buyer
and Seller agree as follows:
1. OFFER AND ACCEPTANCE
A copy of this Agreement, signed by Buyer, constitutes Buyer's offer to purchase the Property
on the terms stated in this Agreement and shall be delivered to Seller, in care of the following
representative ( "Seller's Representative "):
Brian Pawlowski
Acting Executive Director
Department of Community Investment
City of South Bend
1400 S. County -City Building
227 W. Jefferson Blvd.
South Bend, Indiana 46601
This offer shall expire fifteen (15) days after delivery unless accepted by Seller. To accept
Buyer's offer, Seller shall return a copy of this Agreement, counter - signed by Seller in
accordance with applicable laws, to the following ( "Buyer's Representative "):
Heading for Home LLC
c/o South Bend Cubs
501 West South Street
South Bend, Indiana 46601
Attn: Joe Hart
With a copy to:
TWG Development, LLC
333 North Pennsylvania Street, Suite 100
Indianapolis, Indiana 46204
Attn: J.B. Curry
With a copy to:
Patzik, Frank & Samotny Ltd.
150 South Wacker Drive, Suite 1500
Chicago, Illinois 60606
Attn: Alan B. Patzik
2. PURCHASE PRICE
In accordance with Section 4 of the Option Agreement, the purchase price for the Property shall
be One Dollar ($1.00) (the "Purchase Price "), payable by Buyer to Seller in cash at the closing
described in Section 10 below (the "Closing," the date of which is the "Closing Date ").
3. BUYER'S DUE DILIGENCE
A. Investigation. Buyer and Seller have made and entered into this Agreement based
on their mutual understanding that Buyer intends to use the Property for the development of a
mixed -use project including, without limitation, residential, commercial, and retail/hospitality
uses (the "Buyer's Use "). Seller acknowledges that Buyer's determination whether Buyer's Use
is feasible requires investigation into various matters (Buyer's "Due Diligence "). Therefore,
Buyer's obligation to complete the purchase of the Property is conditioned upon the satisfactory
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completion, in Buyer's discretion, of Buyer's Due Diligence, including, without limitation,
Buyer's examination, at Buyer's sole expense, of zoning and land use matters, environmental
matters, real property title matters, and the like, as applicable.
B. Due Diligence Period. Buyer shall have a period of sixty (60) days following the
Contract Date to complete its examination of the Property in accordance with this Section 3 (the
"Due Diligence Period ").
C. Authorizations During Due Diligence Period. During the Due Diligence Period,
Seller authorizes Buyer, upon Buyer providing Seller with evidence that Buyer has general
liability insurance reasonably acceptable to Seller, in the amount of at least One Million Dollars
($1,000,000), naming Seller as an additional insured and covering the activities, acts, and
omissions of Buyer and its representatives at the Property, to
(i) enter upon the Property or to cause agents to enter upon the Property for
purposes of examination; provided, that Buyer may not take any action upon the Property which
reduces the value thereof and Buyer may not conduct any invasive testing at the Property without
Seller's express prior written consent; further provided, that if the transaction contemplated
herein is not consummated, Buyer shall promptly restore the Property to its condition prior to
entry, and agrees to defend, indemnify and hold Seller harmless, before and after the Closing
Date whether or not a closing occurs and regardless of any cancellations or termination of this
Agreement, from any liability to any third party, loss or expense incurred by Seller, including
without limitation, reasonable attorney fees and costs arising from acts or omissions of Buyer or
Buyer's agents or representatives; and
(ii) file any application with any federal, state, county, municipal or regional
agency relating to the Property for the purpose of obtaining any approval necessary for Buyer's
anticipated use of the Property. If Seller's written consent to or signature upon any such
application is required by any such agency for consideration or acceptance of any such
application, Buyer may request from Seller such consent or signature, which Seller shall not
unreasonably withhold. Notwithstanding the foregoing, any zoning commitments or other
commitments that would further restrict the future use or development of the Property, beyond
the restrictions in place as a result of the current zoning of the Property, shall be subject to
Seller's prior review and written approval.
D. Termination of Agreement. If at any time within the Due Diligence Period Buyer
determines, in its sole discretion, not to proceed with the purchase of the Property, Buyer may
terminate this Agreement by written notice to Seller's Representative.
4. SELLER'S DOCUMENTS; ENVIRONMENTAL SITE ASSESSMENT
Upon Buyer's request, Seller will provide Buyer a copy of all known environmental inspection,
engineering, title, and survey reports and documents in Seller's possession relating to the
Property. In the event the Closing does not occur, Buyer will immediately return all such reports
and documents to Seller's Representative with or without a written request by Seller. In addition
to reviewing any environmental reports provided by Seller, Buyer may, at Buyer's sole expense,
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obtain a Phase I environmental site assessment of the Property pursuant to and limited by the
authorizations stated in Section 3 above.
5. PRESERVATION OF TITLE
After the Contract Date, Seller shall not take any action or allow any action to be taken by others
to cause the Property to become subject to any interests, liens, restrictions, easements, covenants,
reservations, or other matters affecting Seller's title (such matters are referred to as
"Encumbrances "). Seller acknowledges that Buyer intends to obtain, at Buyer's sole expense,
and to rely upon a commitment for title insurance on the Property (the "Title Commitment ") and
a survey of the Property (the "Survey ") identifying all Encumbrances as of the Contract Date.
The Property shall be conveyed to Buyer free of any Encumbrances other than Permitted
Encumbrances (as defined in Section 7 below).
6. TITLE COMMITMENT AND POLICY REQUIREMENTS
As a condition precedent to Buyer's obligation to close hereunder Buyer shall receive the Title
Commitment for an owner's policy of title insurance issued by a title company selected by Buyer
and reasonably acceptable to Seller (the "Title Company ") within ten (10) days of the Contract
Date. The Title Commitment must (i) agree to insure good, marketable, and indefeasible fee
simple title to the Property (including public road access) in the name of the Buyer for the full
amount of the Purchase Price upon delivery and recordation of a quit claim deed (the "Deed ")
from the Seller to the Buyer, and (ii) provide for issuance of a final ALTA owner's title
insurance policy, with any endorsements requested by Buyer, subject to the Permitted
Encumbrances. Regardless of whether this transaction closes, Buyer shall be responsible for all
of the Title Company's title search charges and all costs of the Title Commitment and owner's
policy.
7. REVIEW OF TITLE COMMITMENT AND SURVEY
Buyer shall give Seller written notice, within ten (10) days after receipt of the last of the Title
Commitment and the Survey, of any objections to the Title Commitment or Survey. Any
exceptions identified in the Title Commitment or Survey to which written notice of objection is
not given within such period shall be a "Permitted Encumbrance." If the Seller is unable or
unwilling to correct or commence action to correct the Buyer's title and survey objections within
the Due Diligence Period, Buyer may terminate this Agreement by written notice to Seller prior
to expiration of the Due Diligence Period. If Buyer fails to so terminate this Agreement, then
such objections shall constitute "Permitted Encumbrances" as of the expiration of the Due
Diligence Period, and Buyer shall acquire the Property without any effect being given to such
title and survey objections.
8. DISPUTE RESOLUTION
A. Forum. Any action to enforce the terms or conditions of this Agreement or
otherwise concerning a dispute under this Agreement will be commenced in the courts of St.
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Joseph County, Indiana, unless the Parties mutually agree to an alternative method of dispute
resolution.
B. Waiver of Jury. Both Parties hereby waive any right to trial by jury with
respect to any action or proceeding relating to this Agreement.
9. NOTICES
All notices required or allowed by this Agreement, before or after Closing, shall be delivered in
person or by certified mail, return receipt requested, postage prepaid, addressed to Seller in care
of Seller's Representative (with a copy to South Bend Legal Department, 1200 S. County -City
Building, 227 W. Jefferson Blvd., South Bend, IN 46601, Attn: Corporation Counsel), or to
Buyer in care of Buyer's Representative at their respective addresses stated in Section 1 above.
Either Party may, by written notice, modify its address or representative for future notices.
10. CLOSING
A. Timing of Closing. Unless this Agreement is earlier terminated, the Closing shall
be completed through an escrow ( "Escrow ") at the offices of the Title Company in accordance
with the general provisions of the usual form of "New York Style" Deed and Money Escrow
Agreement ( "Escrow Agreement ") then provided and used by the Title Company with such
special provisions inserted in the Escrow Agreement as may be required to conform with this
Agreement. The Closing Date shall be a mutually agreeable date not later than thirty (30) days
after the end of the Due Diligence Period.
B. Closing Procedure.
(i) At Closing, Buyer shall deliver the Purchase Price to Seller, conditioned
on Seller's delivery of the Deed, in the form attached hereto as Exhibit B, conveying the
Property to Buyer, free and clear of all liens, encumbrances, title defects, and exceptions other
than Permitted Encumbrances, and the Title Company's delivery of the marked -up copy of the
Title Commitment (or pro forma policy) to Buyer in accordance with Section 6 above.
(ii) Possession of the Property shall be delivered to the Buyer at Closing, in
the same condition as it existed on the Contract Date, ordinary wear and tear excepted.
C. Condition Precedent. It shall be a condition precedent to Closing that Seller will
have approved the relocation of certain public utilities on and/or in the vicinity of the Property to
be performed by Seller (or its designee) and will have approved the Development Agreement,
dated August 25, 2016, by and between Seller and Buyer and the confirmation of the Funding
Amount (as defined in the Development Agreement) to Buyer for development of the Property.
D. Closing. Buyer shall pay all of the Title Company's closing and/or
document preparation fees and all recordation costs associated with the transaction contemplated
in this Agreement.
11. ACCEPTANCE OF PROPERTY AS -IS; DEVELOPMENT PLANS
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A. As -Is Transaction. Buyer agrees to purchase the Property "as -is, where -is" and
without any representations or warranties by Seller as to the condition of the Property or its
fitness for any particular use or purpose. Seller offers no such representation or warranty as to
condition or fitness, and nothing in this Agreement will be construed to constitute such a
representation or warranty as to condition or fitness. Notwithstanding the foregoing, Seller
hereby represents and warrants that Seller has obtained all requisite consents and approvals to
execute this Agreement and perform its obligations hereunder.
B. Development Plans. Buyer agrees to develop the Property and carry out Buyer's
Use (as defined above) of the Property in accordance with the terms of Resolution No. 3345
dated August 25, 2016, and the Development Agreement between the Parties dated August 25,
2016.
12. TAXES
Buyer, and Buyer's successors and assigns, shall be liable for any and all real property taxes
assessed and levied against the Property with respect to the year in which the Closing takes place
and for all subsequent years. Seller shall have no liability for any real property taxes associated
with the Property, and nothing in this Agreement shall be construed to require the proration or
other apportionment of real property taxes resulting in Seller's liability therefor.
13. REMEDIES
Upon any default in or breach of this Agreement by either Party, the defaulting Party will
proceed immediately to cure or remedy such default within thirty (30) days after receipt of
written notice of such default or breach from the non - defaulting Party, or, if the nature of the
default or breach is such that it cannot be cured within thirty (30) days, the defaulting Party will
diligent pursue and prosecute to completion an appropriate cure within a reasonable time. In the
event of a default or breach that remains uncured for longer than the period stated in the
foregoing sentence, the non - defaulting Party may terminate this Agreement, commence legal
proceedings, including an action for specific performance, or pursue any other remedy available
at law or in equity; provided, however, no Party shall be liable for consequential, speculative or
punitive damages. All the Parties' respective rights and remedies concerning this Agreement and
the Property are cumulative.
14. COMMISSIONS
The Parties mutually acknowledge and warrant to one another that neither Buyer nor Seller is
represented by any broker in connection with the transaction contemplated in this Agreement.
Buyer and Seller agree to indemnify and hold harmless one another from any claim for
commissions in connection with the transaction contemplated in this Agreement.
15. INTERPRETATION; APPLICABLE LAW
Both Parties having participated fully and equally in the negotiation and preparation of this
Agreement, this Agreement shall not be more strictly construed, nor shall any ambiguities in this
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Agreement be presumptively resolved, against either Party. This Agreement shall be interpreted
and enforced according to the laws of the State of Indiana.
16. ENTIRE AGREEMENT
This Agreement embodies the entire agreement between Seller and Buyer and supersedes all
prior discussions, understandings, or agreements, whether written or oral, between Seller and
Buyer concerning the transaction contemplated in this Agreement.
17. ASSIGNMENT
Buyer and Seller agree that this Agreement or any of Buyer's rights hereunder may not be
assigned by Buyer, in whole or in part, without the prior written consent of Seller. In the event
Buyer wishes to obtain Seller's consent regarding a proposed assignment of this Agreement,
Seller may request and Buyer shall provide any and all information reasonably demanded by
Seller in connection with the proposed assignment and/or the proposed assignee.
18. BINDING EFFECT; COUNTERPARTS; SIGNATURES
All the terms and conditions of this Agreement will be effective and binding upon the Parties and
their successors and assigns at the time the Agreement is fully signed and delivered by Buyer and
Seller. This Agreement may be separately executed in counterparts by Buyer and Seller, and the
same, when taken together, will be regarded as one original Agreement. Electronically
transmitted signatures will be regarded as original signatures.
19. AUTHORITY TO EXECUTE; EXISTENCE
The undersigned persons executing and delivering this Agreement on behalf of the respective
Parties represent and certify that they are the duly authorized representatives of each and have
been fully empowered to execute and deliver this Agreement and that all necessary corporate
action has been taken and done. Further, the undersigned representative of Buyer represents and
warrants that Buyer is duly organized, validly existing, and in good standing under the laws of
the State of Indiana.
[Signature page follows.]
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IN WITNESS WHEREOF, the Parties hereby execute this Real Estate Purchase
Agreement to be effective as of the Contract Date stated above.
.e. .
Heading for Home LLC,
a Delaware limited liability company
Andrew Berlin
Its: Manager
Dated:
SELLER:
City of South Bend, Department of Redevelopment,
by and through its governing body, the South Bend
Redevelopment Commission
Marcia I. Jones, President
ATTEST:
Donald E. Inks, Secretary
4000.0000069 35609161.005
IN WITNESS WHEREOF, the Parties hereby execute this Real Estate Purchase
Agreement to be effective as of the Contract Date stated above.
BUYER:
Heading for Home LLC,
a I ela e limited liabili mp 1iy
Printed: Andrew Berlin
Its: Manager
Dated: August 25, 2016
SELLER:
City of South Bend, Department of Redevelopment,
by and through its governing body, the South Bend
Redevelopment Commission
Marcia I. Jones, President
ATTEST:
Donald E. Inks, Secretary
PFS:007369.0002.1455397.4
EXHIBIT A
Description of Property
Lots 2 and 3 of the plat of Coveleski Park Minor Subdivision recorded on February 11, 2015, as
Document No. 1503430 in the Office of the Recorder of St. Joseph County, Indiana. [Parcel Key
Nos. 18- 3014 - 051501 and 18- 3014 - 051502]
EXHIBIT B
Form of Quit Claim Deed
QUIT CLAIM DEED
THIS INDENTURE WITNESSETH, that the City of South Bend, Department of Redevelopment, by and
through its governing body, the South Bend Redevelopment Commission, 1400 S. County -City Building,
227 W. Jefferson Boulevard, South Bend, Indiana (the "Grantor ")
CONVEYS AND QUIT CLAIMS to Heading for Home LLC, a Delaware limited liability company with
its principal place of business at 501 W. South St., South Bend, Indiana 46601 (the "Grantee "),
for and in consideration of One Dollar ($1.00) and other good and valuable consideration, the receipt and
sufficiency of which are hereby acknowledged, the following real estate located in St. Joseph County,
Indiana (the "Property "):
Lots 2 and 3 of the plat of Coveleski Park Minor Subdivision recorded
on February 11, 2015, as Document No. 1503430 in the Office of the
Recorder of St. Joseph County, Indiana. [Parcel Key Nos. 18 -3014-
051501 and 18-3014-051502]
The Grantor hereby conveys the Property to the Grantee free and clear of all leases or licenses;
subject to the terms and conditions stated in South Bend Redevelopment Commission Resolution No.
3345 dated August 25, 2016, and the Development Agreement between Grantor and Grantee dated
August 25, 2016; subject to real property taxes and assessments; subject to all easements, covenants,
conditions, restrictions, and other matters of record; subject to rights of way for roads and such matters as
would be disclosed by an accurate survey and inspection of the Property; and subject to all applicable
building codes and zoning ordinances.
The Grantor conveys the Property to the Grantee subject to the limitation that the Grantee, and its
successors and assigns, shall not discriminate against any person on the basis of race, creed, color, sex,
age, or national origin in the sale, lease, rental, use, occupancy, or enjoyment of the Property or any
improvements constructed on the Property.
Each of the undersigned persons executing this deed on behalf of the Grantor represents and
certifies that s/he is a duly authorized representative of the Grantor and has been fully empowered, by
proper action of the governing body of the Grantor, to execute and deliver this deed, that the Grantor has
full corporate capacity to convey the real estate described herein, and that all necessary action for the
making of such conveyance has been taken and done.
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GRANTOR:
CITY OF SOUTH BEND,
DEPARTMENT OF REDEVELOPMENT
Marcia I. Jones, President
ATTEST:
Donald E. Inks, Secretary
STATE OF INDIANA )
) SS:
ST. JOSEPH COUNTY )
Before me, the undersigned, a Notary Public, in and for said County and State, personally
appeared Marcia I. Jones and Donald E. Inks, known to me to be the President and Secretary,
respectively, of the South Bend Redevelopment Commission and acknowledged the execution of the
foregoing Quit Claim Deed.
IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed my official seal on
the day of 52016.
My Commission Expires:
Notary Public
Residing in St. Joseph County, Indiana
I affirm, under the penalties for perjury, that I have taken reasonable care to redact each Social Security number in this document, unless required
by law. Benjamin J. Dougherty.
This instrument was prepared by Benjamin J. Dougherty, Assistant City Attorney, 1200 S. County -City Building, 227 W. Jefferson Blvd., South
Bend, Indiana 46601.
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