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Community & Economic Development
1200 County -City Building, 227 West Jefferson, South Bend, Indiana 46601 -1830 Phone 574/235 -9371 Fax 574/235 -9021
To: Redevelopment Commission
From: David Relos, Economic Development Planner W1r�
Subject: Res. No. 2958 — Real Estate Option Agreement for 3408 Ardmore Trail
Date: December 13, 2011
This is the staff report for the Real Estate Option Agreement (Option Agreement) for 3408
Ardmore Trail, the St. Vincent DePaul property at LaSalle Square. This property was added
to the Airport Economic Development Area Acquisition List by Resolution No. 2875 on July
12, 2011.
This particular property consists of 8 acres, with a one story 83,000 square foot retail
building. If the Commission exercised its option to acquire this property, it would allow its
consolidation with the abutting 8.7 acres owned by the Commission, making a larger, more
marketable property for redevelopment.
Resolution No. 2958 sets the acquisition value of the property at $732,500. The acquisition
value is the average value as determined by two independent appraisals.
Specifics of the Option Agreement are:
• $180,000 initial option payment
• annual option renewal dates of December 15, 2012 - 2014
• $138,125 annual option payment
• exercise option in 2015 with payment of $138,125
• all option payments to be applied to the acquisition price
• if right of first refusal is not exercised, past payments are refunded.
Staff believes this Option Agreement will continue the forward momentum occurring in the
La Salle Square area, and requests your favorable consideration of Resolution No. 2958
and the Real Estate Option Agreement, allowing the Commission flexibility to acquire this
property.
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REAL ESTATE OPTION AGREEMENT
This Option Agreement is made and entered into on , 2011, between the
St.Vincent de Paul Society of St. Joseph County, Inc. (the "Owner ") and the Redevelopment
Commission of the City of South Bend, Indiana (the "Optionee ").
1. Consideration and Grant of Option. In consideration of the payment of $ 180,000.00
(the "Option Amount ") to the Owner, the receipt and sufficiency of which is hereby acknowledged,
the Owner grants to the Optionee and its heirs and assigns the sole and exclusive right and option,
subject only to the Right of First Refusal, provided for herein below, to purchase the premises (the
"Premises ") described in Exhibit "A ", attached to and made a part of this Agreement, together with
all improvements, easements, and appurtenances for the Purchase Price and within the time specified
in this Agreement. If the Option is exercised, the Option Amount shall be applied to and be
considered a part of the Purchase Price.
2. Exercise of Option. This Option may be exercised by the Optionee by delivering
written notice of the exercise of this Option to the Owner at the address set forth in Section 6, below,
on or before 5:00 p.m. on December 15, 2012. Such notice shall result in the binding contract of
purchase and sale between the parties in accordance with the terms and conditions of the Purchase
Agreement (the "Contract ") attached to this Agreement as Exhibit "B ". Notwithstanding any other
provision herein, the Option shall not expire unless and until the Owner shall have give notice to the
Optionee of the pending expiration and providing thirty (30) days to make the required option
payment and renew the Option. If the Optionee fails to exercise this Option as provided in this
Section 2, then the Option shall expire and the Option Amount, along with any Renewal Option
Amounts as provided in Section 7, below, shall be retained by the Owner..
3. Purchase Price. The purchase price (the "Purchase Price ") for the Premises shall be
$732,500.00, which shall be paid in accordance with the Contract.
4. Right of First Refusal. Should the Owner, at any time during the option period,
receive a bonafide offer to purchase the Premises from a third party, then the Owner shall provide to
the Optionee notice of such offer to purchase and grant the Optionee forty five (45) days to respond
if the Optionee desires to match the offer. If Optionee agrees to match the offer, then closing will be
scheduled within sixty (60) days or at a time agreed upon by both parties. If Optionee declines to
match the offer, then within a period not to exceed ninety (90) days, the Owner shall return to the
Optionee at closing the Option Amount together with all Renewal Option Amounts paid by the
Optionee under this Option Agreement.
5. Entry for Inspection. Subject to 48 hours prior notice, the Optionee or the agent of the
Optionee is authorized to enter upon the Premises and make such inspections, surveys, and soil tests
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of the Premises as it deems appropriate. The Optionee is authorized to make such other
investigations with respect to the zoning and use of the Premises as it deems appropriate.
6. Delivery of Notice. All notices provided for herein, if not delivered in person, shall
be sent by United States certified mail, return receipt requested, to the Optionee at
Department of Community and Economic Development, Suite 1200, County -City Building, 227 W.
Jefferson Blvd., South Bend, Indiana 46601 and to City Attorney, Suite 1400, County -City Building,
227 W. Jefferson Blvd., South Bend, Indiana 46601 and to the Owner at 520 Crescent Avenue, South
Bend, IN 46617. Each party may designate a new address for the receipt of notices by written notice
given to the other party.
7. Renewal of Option. The Optionee may renew the terms of this Option Agreement
on or prior to December 15, 2012, and each year thereafter until and including December 15, 2014.
To extend the term of this Option Agreement for an additional year, the Optionee shall pay to the
Owner on the date of renewal, subject to the notice requirements stated above, an additional payment
of $138,125.00 (the "Renewal Option Amount ") for each one year extension of this Option
Agreement. If the Option is exercised, all Renewal Option Amounts paid to the Owner shall also be
applied to and be considered a part of the Purchase Price.
St. Vincent de Paul Society
of St. Joseph County, Inc., OWNER
Redevelopment Commission of the
City of South Bend, IN, OPTIONEE
W: \1 B &C \LAWOFFICE \STVINCNT \Real Estate \OPTION.AGMT.11.26.1 Ldoc
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EXHIBIT "A"
TO: Real Estate Option Agreement between St. Vincent de Paul Society of St. Joseph
County, Inc. as Owner, and Redevelopment Commission of the City of South Bend, IN as
Optionee, dated , 2011.
Legal Description