The Group Real Estate's Annual Report for 2013

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Annual Report - Y e ar E nd R ep or t f or 2 0 1 3 -


2013 Market Overview Low interest rates that existed in the first half of 2013 created an unprecedented frenzy in our Northern Colorado market. The low rates combined with the low supply in most price ranges created what we called the “track meet” market where it was a race for buyers to get to the best properties. Multiple offers and bidding wars were common. Sellers benefited from the high demand and also experienced greater complexity and challenges in making it to a successful closing. Investors experienced one of the best buying climates in

New construction activity exploded in 2013. Fort Collins

years. As the year went on, it became more challenging

had more new home starts in 2013 than any other city

for these buyers to find properties. Competition among

along the Front Range. Loveland was fourth on that list.

buyers was fierce for properties in great condition. The

New home builders realize the strength of our market.

lower price ranges saw the most activity with first-time

The Northern Colorado market is in a pattern of sustained

buyers competing with investors.

growth based on our healthy economy and job climate.

Residential Statistics • The average sales price of $252,488 in Northern Colorado was up 6.5% from the previous year.

• The Group, Inc. Real Estate was involved as the listing and/or selling brokerage in 32.5% of all residential transactions in Northern Colorado for 2013.

• The dollar volume of home sales in Northern Colorado for 2013 was $2,410,502,769, an increase of 25.6% from 2012.

Homes Sold

$ Volume

2013 2012

Fort Collins/Wellington/Timnath

3,868

3,356

$1,080,274,704

$279,285

$260,594

Greeley/Evans

1,939

1,490

$343,567,236

$177,188

$162,078

Loveland/Berthoud

1,997

1,677

$515,803,534

$258,289

$245,197

693

656

$226,496,799

$326,835

$305,525

Ault, Eaton, Johnstown, Kersey, LaSalle Mead, Milliken

1,050

895

$244,360,496 $232,724 $208,923

Totals

9,547 8,074 $2,410,502,769 $252,488 $237,138

year end Report for 2013

2013

Average Price

Area

Windsor

2

• There were 2,758 new residential units sold in Larimer and Weld counties in 2013.

2013

2012


Regional View People are attracted to northern Colorado for the quality of life. Located in the foothills of the majestic Rocky Mountains with outdoor recreation at our back door, responsibly planned and vibrant cities, two major universities, world renowned art communities, a thriving and growing brewing industry, one of the most educated populations in America, excellent schools, low crime, and a mild, dry climate draw visitors and new residents and keep them here. Ongoing national recognition keeps Northern Colorado’s visibility high. Continuing to be desirable for relocating individuals and companies takes intentional work and many local groups are focused on sustaining our economic vitality and maintaining our high quality of life. An educated workforce, a business-friendly environment, and an atmosphere that supports innovation and growth all contribute to our area’s success. Northern Colorado receives top rankings among places to raise kids, retire, grow your business, attend college, and live a healthy lifestyle.

Commercial Market The Weld/Larimer county region has almost 130 million square feet of commercial property of all types. 2013 showed a dramatic turn from the running 5-year average in activity within that arena. Capital and Demand drivers intensified and definitely made a presence known that had not been in the commercial real estate market for some time.

Residents see themselves as ‘Citizens of Northern Colorado’ – living in one city or town, but working, shopping, and recreating in the entire area. There is so much to do and so many places to do it – all within a relatively short distance. Many prospective home buyers ask to look at more than one community, each offering something unique. Our commitment to answering their questions and helping them understand the entire market is the primary reason The Group, Inc. has five offices strategically located throughout Northern Colorado.

Provided by Sperry Van Ness Vacancy Rates

Fort Collins

Loveland

12/13 12/12 12/13 12/12

Greeley, Evans, Windsor 12/13

12/12

Industrial

4% 4% 12% 14%

11%

18%

Retail

5% 14% 5% 4%

7%

9%

Office

6% 7% 9% 7%

7%

7%

The new reality is that the CRE market has changed to a Landlord and Seller’s market. Over 2 million less square footage is on the market compared to the five year average. Out of that 130 million square feet, the market is now offering only about 8 million square feet for lease. Within that 8 million are a few ultra-large isolated factories which are largely non-functional. “True” availability to market demands is closer to 6 million square feet. Retail, Class A office, and light industrial properties are virtually full across the board. Landlords are reacting by raising rates to pre-recession rates (over 10% increase in rates last year was recorded).

Investors are very interested in long term leased, good image properties. Capitalization rates of return hover around the 8% mark in the market, though high profile properties still trade 100-200 basis points lower. The Harmony Corporate Center in Fort Collins sold at an approximate 8% Cap rate ($33 million) for the multi-tenant facility. The two medical office buildings surrounding the MCR hospital sold for just over $50 million at around a 6.75% Cap rate. The Hillcrest of Loveland senior living center sold at a 6.5% Cap rate ($20 million), showing investors’ willingness to pay higher rates for properties with long-term demand profiles.

Sellers decreased offerings to the market, as distress situations have largely been cleaned up, and building owners have less motivation to sell as they are enjoying greater rental income from their existing properties. Sales volumes exceeded $600 million in the region, with almost a third of that in the ultra-hot multi-family category. Out of state capital has been attracted to northern Colorado in record numbers. Almost every major trade in the area over $10 million was fueled by out-of-state equity and sponsorship.

The CRE industry is also receiving new benefit from the growing residential marketplace more completely covered in this publication. As home building grows to a billion-dollar demand driver, the need for contractor office, supply and distribution increases. This new demand driver combines with the growing Weld County-centric energy industry capital driver which approaches $5 billion a year, and the ongoing technology and education industry billion dollar capital events to portend an even stronger 2014.

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Residential Sales History Average Year # of Homes % Change Dollar Value % Change Sales Price Fort Collins Wellington Timnath

2004 4,087 2005 4,008 2006 3,701 2007 3,613 2008 3,121 2009 2,923 2010 2,877 2011 2,733 2012 3,356 2013 3,868

+7% $942,415,724 +8% $230,589 -2% $983,941,789 +4% $245,494 -8% $920,687,503 -6% $248,767 -2% $916,175,623 -0.5% $253,578 -14% $783,626,770 -14% $251,081 -3% $699,252,210 -11% $239,223 -2% $707,478,460 +1% $245,908 -5% $693,415,796 -2% $253,720 +23% $874,553,145 +26% $260,594 +15% $1,080,274,704 +23% $279,285

+1% +6% +1% +2% -1% -5% +3% +3% +3% +7%

Loveland Berthoud

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

+9% -1% -17% -10% -10% -4% +1% +3% +21% +19%

+7% +4% +3% -5% -2% -6% +4% -1% +5% +5%

Greeley Evans

2004 2,214 2005 2,225 2006 1,857 2007 1,704 2008 1,662 2009 1,671 2010 1,522 2011 1,461 2012 1,490 2013 1,939

-6% $392,171,143 -3% +0.5% $407,305,044 +4% -16% $324,713,094 -20% -8% $281,539,881 -13% -3% $250,523,236 -11% +0.5% $232,955,393 -7% -9% $216,400,874 -7% -4% $207,693,163 -4% +2% $241,495,519 +16% +30% $343,567,236 +42%

$177,132 +3% $183,058 +3% $174,859 -5% $165,223 -6% $150,735 -9% $139,410 -8% $142,181 +2% $142,158 0% $162,078 +14% $177,188 +9%

Windsor

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

+8% $131,992,749 +15% +27% $219,181,664 +66% 0% $223,702,916 +2% -6% $219,222,307 -2% -28% $149,071,110 -33% +0.5% $141,649,327 -5% +5% $161,193,177 +14% -6% $146,364,892 -9% +33% $200,424,260 +37% +6% $226,496,799 +13%

$236,971 +7% $310,896 +31% $319,120 +3% $332,155 +4% $311,864 -7% $286,160 -8% $308,208 +7% $297,490 -3% $305,525 +3% $326,835 +7%

Ault Eaton Johnstown Kersey Milliken Mead LaSalle

2004 860 2005 795 2006 707 2007 662 2008 652 2009 532 2010 503 2011 695 2012 895 2013 1,050

+7% -8% -11% -6% -2% -19% -5% +38% +29% +17%

$209,312 0% $216,733 +3% $224,918 +4% $216,809 -4% $199,711 -8% $188,152 -6% $190,377 +1% $192,875 +1% $208,923 +8% $232,724 +11%

4

% Change

2,162 2,048 1,709 1,535 1,386 1,335 1,342 1,381 1,677 1,997

557 705 701 660 478 495 523 492 656 693

year end Report for 2013

$514,310,240 +17% $509,190,492 +3% $439,562,980 -14% $376,943,056 -14% $333,496,631 -12% $301,738,889 -10% $315,724,463 +4% $322,535,668 +2% $411,194,676 +27% $515,803,534 +25%

$180,009,097 +7% $172,302,909 -4% $159,017,056 -8% $143,527,537 -10% $130,212,087 -10% $100,097,095 -23% $95,759,711 -5% $134,048,226 +40% $186,986,063 +39% $244,360,496 +31%

$237,886 $248,628 $257,204 $245,565 $240,610 $226,021 $235,264 $233,552 $245,197 $258,289


Fort Collins

Homes Listed

6661 6359 6325

4087 4008

’05

Homes Sold

5662

3701 3613

’06

’07

5062

4404 4703

4018

3121 2923 2835 2861

’08

’09

’10

’11

4128 4745 3597

’12

3481 3656 3424

3024

2663

2271

2565

2132

Single-Family

987 735

3979

458

’04

‘13

Loveland

Loveland/Berthoud

’04

Building Permit Activity Fort Collins

Residential Inventory

’05

’06

866

’06

5404 5593 5359

2868 2960

’04

’05

’07

4846

’08

4338

2540 2341 2294

’06

’07

’08

’09

’10

3262 3485

’11

2871

1987 2019 2120 ’09

’10

’11

’12

445

3065 2345

’12

‘13

3672

140 171 235

’08

’09

’10

’11

’12

‘13

754

2442 2582

’04

Greeley/Evans

Greeley Area*

’05

’07

264

Single-Family

2121 2162 2142 1820 1604 1467 1399 1376 1443 1795 ’04

440

408

555

’05

’06

281

’07

145 ’08

68 ’09

125 152 ’10

’11

243

233

’12

‘13

Single-Family

888 724

2968

367 179

‘13

’04

’05

’06

’07

65

45

’08

’09

80 ’10

35

55

’11

’12

155 ‘13

Single-Family

Windsor

Windsor

*Greeley, Evans, Ault, Eaton, Johnstown, Kersey, LaSalle, Mead, Milliken

866

1378 1485 1233 1141

915 947 884

984

1050

557

705 701 660 478 495 515 562

724 800

’04

’05

’12

’06

’07

’08

’09

’10

’11

‘13

411

’04

451

’05

331

’06

437 224 ’07

119

96

134

’08

’09

’10

244

’11

’12

356

‘13

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3 e Website

red by Activ nology | Powe Real Estate Tech

Our Commitment to Innovation

ch for

ented reality sear e when Scope SearchEstate Industry to release an augmmati on on the devic

The Group’s mobile app for Android, iPhone, and iPad users help keep our customers on the cutting edge of mobile technology. The app is free and offers a variety of different search options making it easier to search for homes on-the-go. Our website www.thgroupinc.com just released the latest Google mapping technology and real time notifications of new listings. Whether you are on your phone or sitting at your computer, The Group makes searching for homes easy and fast.

12:00PM

Real erty infor lable The first in the ch displays prop mation on avai es, Scope Sear a street. Infor Android devic camera down their phone’s a customer aims for easy viewing. ars in a pop up properties appe

The Group App for the Android and iPhone.

12:00PM

ctionality Additional Funactive search functionality, the app

the inter , ensuring In addition to s account area each customer’ e as well as also syncs to their mobile devic accessible on saved data is e’s website. erag brok your gives and e erag ded to your brok to a desired The app is bran mize the app ability to custo customers the built to recognize The app has been the mobile device agent as well. with ber associated if a customer app the phone num the cally customize and will automati t. preferred agen already has a not have base or does is not in the data n to do If a customer have the optio they ted, t selec y send a preferred agen ing them to easil application, allow or. so within the realt en chos ns to their communicatio e app provides estat real first our with your The launch of for engaging another medium ion your customers yet will further posit nting the app the stage brand. Impleme er and help set lead et mark a brokerage as s to come. year in th grow for continued

12:00PM

Our Commitment to the Community In 2013 we launched GroupGives to combine and focus the collective generosity of Group Partners for greater effectiveness in the community. Group Realtors and staff make regular contributions to the fund. Each quarter, organizations from throughout Northern Colorado are invited to request funds from GroupGives.

Group Partners once again ranked among the top 10 donors to the United Ways of Larimer and Weld Counties. This year’s total contribution exceeded $219,000 from the individual Sales Partners and Staff at The Group. We also participated in two Make a Difference Day Projects, one in Loveland and one in Fort Collins.

A committee of 12 people from the Group, selected by their peers, reviews all grant requests and makes decisions about funding. In 2013 $20,000 was distributed. Receiving funds were Faith Family Hospitality, Homelessness Prevention Initiative, Care-A-Van/SAINT, Disabled Resource Services, PVH and MCR Foundation, Kristi Visocky Memorial Foundation, Larimer County Chapter of the American Red Cross, Meals on Wheels, Project Self Sufficiency, Alternatives to Violence, and Crossroads Safehouse.

The Group Real Estate Scholarship, established in 2000, was awarded to Katarina Werst, a senior at Liberty Common High School. This full-tuition scholarship is awarded each year to a graduating senior of a Northern Colorado high school who will be attending the College of Business at Colorado State University.

Information about GroupGives and the application to request funds are available at www.NoCoFoundation.org. We believe every person should have a place to call home. GroupGives supports organizations and programs that promote this belief.

The Group also was a major sponsor Group Scholar of Downtown Fort Collins, Sculpture Katarina Werst Liberty Common High School in the Park in Loveland, Northern Colorado Economic Development Council, Everitt Real Estate Center, Colorado State University Athletic Department, Museum of Discovery, United Way Cornerstone Program, and Respite Care. Our Realtors and Staff volunteer in their communities for organizations of their choice. Countless hours of hands-on work and donated money are other ways we proudly participate in our communities.

Our Commitment to Customer Service Our mission since 1976 has been to ‘help people get where they want to go on time – make it easier, make it faster, be their source of real estate knowledge.’ The Group’s family of companies, critical in the real estate purchase process, helps us bring unmatched convenience to our customers who choose to use our affiliated businesses. By partnering with industry leaders – Cornerstone Home Lending, Inc. and Stewart Title

6

year end Report for 2013

– The Group brings a high level of accountability to the real estate transaction. Sperry Van Ness The Group Commercial shares the same philosophy of local ownership with The Group. SVN provides expanded resources, tools, and a national network for our commercial customers to tap in to.


Coun

Count y Road 90

Terry Lake

Count y Road 90

Pierce

Count y Road 19

County Road 56

25

Count y Road 29

Count y Road 56

Larime r Coun ty Weld Coun ty

!1

Count y Road 43

85

LEMAY AVE

Count y Road 38E

Fossil Cree k Reservoir Count y Road 32

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TAFT AVE

Loveland

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Horseshoe Lake

Fort Collins Loveland Airport

Count y Road 13

WILSON AVE

287

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Lake Love land

CROSSR OADS BLVD

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EISENHOWER BLVD

Windso r Lake

MAIN ST

Windsor

Boyd Lake

34

Severance

Count y Road 74

85

!

392

392

Count y Road 43

392

Eaton

Coun ty R oad 74

Count y Road 37

25

TRILBY RD

!

Count y Road 13

7 d2 Roa nty Cou

Fossil Creek Park

257

Poudre River Ranch Natu ral Area

257

Greeley

34

263

10TH ST

20TH ST

29

11TH AVE

!68

Windso r Reservoir

Count y Road 38

35TH AVE

Timnath

59TH AVE

Warren Lake

HARMONY RD

!14

Timnath Reservoir

71ST AVE

HORSETOOTH RD

Count y Road 23

TIMBERLINE RD

COLLE GE AVE

SHIELDS ST

oir

TAFTHILL RD

Reserv

Fort Collins

Count y Road 5

DRAKE RD

Horset ooth Mountain Park

Ault

14 Count y Road 33

ooth

PROSPECT ST

MULBERRY ST

Count y Road 17

City Park

th Horse

Lory State Pa rk

County Road 5

Lee Martinez Park

34

34

Count y Road 20

257

Boedec ker Reservior

14TH ST

Evans

Count y Road 54

Count y Road 18

402

Count y Road 54

Count y Road 21

60

Count y Road 14

Johnstown

394

Milliken

Count y Road 42

Count y Road 50

LaSalle

Count y Road 48

85

Count y Road 21

Count y Road 17

Count y Road 44

256 60

Gilcrest Count y Roa

Count y Road 13

Count y Road 7

25

Count y Road 11

!56 Count y Road 90 4

Count y Road 21

287

Count y Road 4

oad yR

60

Berthoud

!56

unt Co

287

Count y Road 10

Count y Road 8E

Count y Road 50

Count y Road 43

Count y Road 23

ad 31 Count y Ro

Carter Lake

Count y Road 17

Larime r Coun ty Weld Coun ty

Count y Road 7

Count y Road 16

Cheyenne

The Group Inc. Office Locations

50 Mile Radius

Fort Collins Harmony Office 2803 E. Harmony Road Fort Collins, CO 80528 (970) 229-0700

Centerra Office 5401 Stone Creek Circle Loveland, CO 80538 (970) 613-0700

Horsetooth Office 375 E. Horsetooth Road Fort Collins, CO 80525 (970) 223-0700

Loveland Office 1401 W. 29th Street Loveland, CO 80537 (970) 663-0700

Mulberry Office 401 W. Mulberry Street Fort Collins, CO 80521 (970) 221-0700

Loveland Longmont

Greeley

Boulder

Denver

DIA

Coming in 2014 Old Town Office 121 E. Mountain Avenue Fort Collins, CO 80521

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®

®

375 E. Horsetooth Road Fort Collins, CO 80525 (970) 223-0700 www.thegroupinc.com

© 2014 The Group, Inc.


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