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HomeMy WebLinkAbout2026-05-12; City Council; 04; Chestnut Apartments Affordable Housing Agreement AmendmentCA Review CDS Meeting Date: May 12, 2026 To: Mayor and City Council From: Geoff Patnoe, City Manager Staff Contact: Nicole Piano-Jones, Senior Program Manager nicole.pianojones@carlsbadca.gov, 442-339-2191 Subject: Chestnut Apartments Affordable Housing Agreement Amendment District: 1 Recommended Action Adopt a resolution authorizing the City Manager to execute an amendment to the affordable housing regulatory agreement for the Chestnut Apartments, located at 945 Chestnut Avenue. Executive Summary The city provided a $3.1 million Housing Trust Fund loan to Solutions for Change in 2014 to help it acquire the Chestnut Apartments, a 16-unit affordable housing apartment complex for homeless families located at 945 Chestnut Ave. In the ensuing years, Solutions for Change was unable to fulfill its obligations under the city’s loan and proposed to transfer ownership of the property back to the city in exchange for the city forgiving the remaining loan balance. The City Council authorized the acquisition of Chestnut Apartments as well as the forgiveness of the loan and authorized staff to pursue sale of the property on May 21, 2024. Then, on Sept. 23, 2025, the City Council approved a management agreement with Kingdom Development to operate the property during the interim period between when the city completes its acquisition of the property from Solutions for Change and when Kingdom Development completes its acquisition of the property from the city. While steps are underway to sell the property to Kingdom Development, staff propose an amendment to the current affordable housing regulatory agreement that is recorded against the property. This short-term action is expected to help increase Kingdom Development’s eligibility for competitive affordable housing financing programs and will be replaced with more permanent agreements when the city sells the property to Kingdom Development. Amendments to the agreement require City Council approval. May 12, 2026 Item #4 Page 1 of 6 Docusign Envelope ID: 0C0C90E1-3947-41F1-AFF5-2736C0D4F7CA Explanation & Analysis Solutions for Change sale to city The city provided a $3.1 million loan to Solutions Chestnut, LLC, a subsidiary of Solutions for Change to acquire the 16 units on Chestnut Avenue to provide permanent affordable housing for homeless families who had graduated from its Solutions Academy. The city and Solutions for Change entered into agreements requiring Solutions for Change to obtain additional financing to perform relocation and substantial rehabilitation of the apartment project by Dec. 31, 2019. Solutions for Change was unable to obtain the required financing under the terms of the loan agreement, despite the city granting three extensions. Ultimately the Solutions for Change Board of Directors decided to move away from this project and all government-funded residential projects and programs. The City Council approved acquisition of the property from Solutions for Change on May 21, 2024, in exchange for having its loan forgiven. At that time, the City Council also authorized city staff to seek proposals for a new owner of the property. City sale to Kingdom Development City staff solicited proposals to identify a new owner for the property and have been pursuing negotiations with Kingdom Development. On Sept. 23, 2025, the City Council approved a management agreement with Kingdom Development, which is currently operating the property for Solutions for Change, to continue managing the property during the interim period between when the city completes its acquisition of the property from Solutions for Change and when Kingdom completes its acquisition of the property from the city. Amendment to affordable housing regulatory agreement An affordable housing regulatory agreement is the mechanism used to secure the long-term affordability requirements on a property. It is anticipated that the city will own Chestnut Apartments for only a short period of time. Staff are proposing that the regulatory agreement be amended for that time to better position the property for competitive affordable housing financing programs. Existing agreement The existing affordable housing regulatory agreement recorded for Chestnut Apartments on Dec. 14, 2014, restricted the use of a property as affordable housing for a designated period of time. Typically, an agreement is a required component of an affordable housing funding source, a policy such as the city’s Inclusionary Housing Ordinance, or both. In the case of the Chestnut Apartments, the affordable housing regulatory agreement was recorded because of the loan to Solutions for Change from the city’s Housing Trust Fund. May 12, 2026 Item #4 Page 2 of 6 Docusign Envelope ID: 0C0C90E1-3947-41F1-AFF5-2736C0D4F7CA With the city’s action to take ownership of the property from Solutions for Change in exchange for loan cancellation, the terms of the loan are no longer applicable. However, the city can’t simply remove the affordable restrictions. Once a property becomes restricted through the recording of an affordable housing agreement, state law has strict noticing requirements1 prior to termination or expiration of the affordability term. The proposed action to amend the existing affordable housing regulatory agreement maintains compliance with state law, while achieving other benefits for the property. Proposed amendments Staff are proposing two amendments to the affordable housing regulatory agreement. The first is to lower the affordability restrictions. This recommendation meets the needs of the existing cost-burdened residents and offers deeper affordability for future households. Lowering the affordability of the units will also better position the property for competitive affordable housing financing programs. The table below shows the existing and proposed units by affordability level, expressed as a percentage of area median income, or AMI. Affordability level by percentage of AMI Existing Proposed 30% (Extremely) 0 4 50% (Very Low) 0 6 60% (Low) 8 3 80% (Low) 0 2 90% (Moderate) 8 0 Totals 16 15 (+ 1 manager’s unit) The second purpose of amending the agreement is to temporarily change the affordability period from 55 years to five years. The five-year term is consistent with federal Community Development Block Grant funding restrictions due to the city’s recent CDBG loan for improvements on the property authorized by the City Council on Sept. 23, 2025. The five-year term also enhances the property’s eligibility for competitive affordable housing financing programs by qualifying it for a designated set-aside category of tax credits, enabling it to compete within a smaller pool of applications rather than being considered in the general pool of applications. Given the needs of the property and prior unsuccessful attempts to rehabilitate, this amendment provides a viable pathway to the long-term affordability and physical sustainability of the project. The reduced affordability term is temporary in nature, to apply only while the city is the owner. When city staff return to the City Council in the near future with a financing proposal to sell the property, the new financing structure will be conditioned on a new 55-year affordable housing regulatory agreement to be recorded against the property. 1 California Government Code Sections 65863.10 and 65863.11. May 12, 2026 Item #4 Page 3 of 6 Docusign Envelope ID: 0C0C90E1-3947-41F1-AFF5-2736C0D4F7CA Fiscal Analysis There is no direct fiscal impact associated with amending the Chestnut Apartments affordable housing regulatory agreement. Next Steps The amended affordable housing agreement will be executed and recorded against the property. City staff will return to City Council to present a financing structure to sell the Chestnut Apartments for its continued use as affordable apartments and enter into a new 55- year affordable housing agreement with the future owner. Environmental Evaluation The proposed action is not a “project” as defined by the California Environmental Quality Act, or CEQA, Section 21065 and CEQA Guidelines Section 15378(a) and does not require environmental review under CEQA Guidelines Section 15060(c)(2) because the action is limited to amending an existing Affordable Housing Regulatory Agreement. The action has no potential to cause either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment. Exhibit 1.City Council resolution May 12, 2026 Item #4 Page 4 of 6 Docusign Envelope ID: 0C0C90E1-3947-41F1-AFF5-2736C0D4F7CA Exhibit 1 RESOLUTION NO. 2026-088 . A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, AUTHORIZING THE CITY MANAGER TO EXECUTE AN AMENDMENT TO THE AFFORDABLE HOUSING REGULATORY AGREEMENT FOR THE CHESTNUT APARTMENTS, LOCATED AT 945 CHESTNUT AVENUE WHEREAS, on Dec. 24, 2014, the City of Carlsbad executed a loan of $2,646,000 from the city’s Housing Trust Fund to Solutions Chestnut, LLC, a subsidiary of Solutions for Change, Inc. (collectively Solutions for Change), to acquire Chestnut Apartments, a 16-unit apartment complex at 945 Chestnut Ave. (Property), to provide affordable housing for homeless families; and WHEREAS, on Dec. 24, 2024, a Regulatory Agreement and Declaration of Restrictive Covenants was executed, and recorded in the Office of the Recorder of the County of San Diego, State of California on December 26, 2014, as Instrument No. 2014-0570837 to restrict the use of the Property; and WHEREAS, Solutions for Change could not fulfill the obligations identified in the 2014 loan documents recorded against the Property and decided to turn the Property over to the City of Carlsbad in lieu of loan repayment; and WHEREAS, on May 21, 2024, the City Council adopted Resolution No. 2024-111, authorizing the City Manager to execute all documents necessary to complete the City’s acquisition of the Property; and WHEREAS, the City provided Kingdom Development, the property operator for Solutions for Change, Community Development Block Grant (CDBG) funds as a forgivable loan to make critically needed repairs to the property; and WHEREAS, the CDBG program is a federally funded program, and carries with it a five year performance period, and WHEREAS, an Amendment to the Regulatory Agreement and Declaration of Restrictive Covenants is needed to align with the Property’s prevailing regulatory funding restrictions. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows: 1.That the above recitations are true and correct. 2.The proposed action is not a “project” as defined by California Environmental Quality Act, or CEQA, Section 21065 and CEQA Guidelines Section 15378(a) and does not require environmental review under CEQA Guidelines Section 15060(c)(2) because the action is May 12, 2026 Item #4 Page 5 of 6 Docusign Envelope ID: 0C0C90E1-3947-41F1-AFF5-2736C0D4F7CA limited to amending an existing Affordable Housing Regulatory Agreement. The action has no potential to cause either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment. 3.That the City Manager or designee is authorized to execute an Amendment to the Regulatory Agreement and Declaration of Restrictive Covenants to the satisfaction of the City Attorney. PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 12th day of May, 2026, by the following vote, to wit: AYES: Blackburn, Bhat-Patel, Acosta, Burkholder, Shin. NAYS: None. ABSTAIN: None. ABSENT: None. ______________________________________ KEITH BLACKBURN, Mayor ______________________________________ SHERRY FREISINGER, City Clerk (SEAL) May 12, 2026 Item #4 Page 6 of 6 Docusign Envelope ID: 0C0C90E1-3947-41F1-AFF5-2736C0D4F7CA