Bulk Condos: A Booming Business

Investors buy busted deals by the handful

US Capital Trends - September 14, 2009
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A growing niche in the multi-family sector is bulk condo sales. Since the start of 2008, over $1.0b of significant bulk condo sales have closed, comprising close to 8,700 units across 70 properties.

Bulk sales are still only a tiny part of the market, accounting for just 5% of recent apartment sales. However, at least another 160 properties with a potential 29,000 units are known to be in default or have already been foreclosed.

Florida, the epicenter for the condo conversion boom, has also seen the most bulk condo sales. This is despite a law that designates bulk condo buyers who resell seven or more units in a calendar year as “successor developer,” which means they must assume construction warranties even for units they did not buy. A similar law is in effect in California. This has certainly put a damper on some investor interest. Still, buyers with long-term hold horizons or who have determined that their risk is limited are active in the state.

Phoenix, Manhattan and San Diego have also seen a number of bulk condo sales recently.

Even in failure, condo units appear to be worth substantially more than rental units. The average bulk condo price was $120,000 per unit nationally, compared to $85,000 per unit for rental units. The disparity in pricing seems to hold across almost all markets as well.

The 70 bulk sale transactions analyzed average almost 143 units each. Smaller packages of 30 units or less are often being auctioned to individuals. Bulk sales offer owners or creditors with large blocks a more efficient way to exit. There have also been several bulk sales of bulk condos. Most recently, Colonial Properties REIT and its JV partner sold two condo developments in Florida on the same day, including 93 units at the 275-unit Murano at Delray Beach for over $90,000 a unit. The other asset, 118 units in the 385-unit Portofino in Jensen Beach, sold for about $57,000 per unit.

Download a list of Bulk Condo Apartment Sales 2008 to Present.

Bulk Condo Sales*
        avg $ /unit
 Market  $ mil  # Units  % of mkt Bulk Rental
 Miami $125.6  10 596  37.4%   $210,805  $76,623 
 Tampa $67.8  5 819  8.9%   $82,737  $65,676 
 Phoenix $58.3  5 404  5.9%   $144,381  $79,412 
 Manhattan $115.4  5 262  3.3%   $440,456  $310,648 
 Broward $116.3  4 1,161  48.6%   $100,151  $70,336 
 San Diego $51.5  4 337  4.1%   $152,881  $134,205 
 Orlando $49.7  3 817  6.8%   $60,879  $81,309 
 Jacksonville $19.2  3 364  6.6%   $52,628  $56,324 
 Palm Beach $39.2  3 337  13.4%  $116,320  $97,752 
 Seattle $33.1  2 366  1.6%   $90,336  $127,457 
 DC MD burbs $66.7  2 304  5.6%   $219,243  $107,706 
 Los Angeles $55.0  2 181  2.2%   $303,867  $164,953 
 Memphis $23.5  2 162  17.0%  $144,753  $39,095 
 Florida Panhandle $24.0  2 98  25.1%  $244,578  $72,739 
 Boston $6.9  2 90  1.0%  $76,667  $184,751 
 Baltimore $45.0  1 508  9.2%   $88,583  $93,561 
 SW Florida $29.0  1 363  16.6%  $79,890  $74,363 
 Houston $17.2  1 248  0.8%   $69,153  $50,733 
 Sacramento $28.0  1 223  3.8%   $125,561  $101,541 
 Oklahoma City $5.3  1 209  1.7%   $25,359  $52,565 
 Chicago $9.0  1 157  0.6%   $57,325  $108,066 
 Tucson $5.3  1 118  3.3%   $44,915  $61,256 
 Martin/Saint Lucie $6.8  1 118  80.8%  $57,203  $22,857 
 Daytona Beach $3.0  1 109  17.1%  $27,523  $51,779 
 Denver $9.2  1 89  1.1%  $103,371  $76,240 
 NYC Boroughs $6.0  1 75  0.3%  $80,000  $119,377 
 No NJ $18.2  1 71  1.9%  $256,338  $115,361 
 Atlanta $6.9  1 65  0.3%  $106,154  $68,950 
 East Bay $7.6  1 31  1.0%  $245,161  $146,398 
 Las Vegas $1.9  1 29  0.5%  $63,793  $85,563 
 Greensboro $2.8  1 17  2.4%  $161,765  $50,441 
 Grand Total  $1,053.1  70 8,728  2.1%   $120,652   $84,880 
*10 units or more
Distressed Bulk Condos
 Market  $ mil  # Units
 Miami $1,088   29     6,552  
 Manhattan $619    6    1,125  
 Palm Beach $415    10    2,455  
 Las Vegas $323    5    2,056  
 Orlando $320   9     2,168  
 Tampa $224   8     1,912  
 Broward $193   14     2,143  
 SW Florida $185    5    1,468  
 Chicago $184   9     998  
 Seattle $175   9     714  
 Phoenix $155   10     2,085  
 Jacksonville $108    3    960  
 Boston $106   1     268  
 San Diego $103    10    667  
 Houston $101   3     667  
 Florida Panhandle $69    1    370  
 other markets $405   $26   2,857  
 Total US  4,770   158    29,465  
Known bulk condos in distress plus troubled condo conversions. Excludes new condo developments

Data subject to future revision; based on properties & portfolios $5 mil and greater.
©2010 Real Capital Analytics Inc. All rights reserved.

 
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