Urban Development Institute No Vacancy: Challenges and Opportunities for New Rental Construction

In Scenario 2, a Cap rate increase of 0.25% would

require an additional 1.0 Floor Space Ratio (FSR) to

make the same project viable at a rental rate of $3.75

per square foot. In this scenario, the additional density

is sufficient to accommodate the increased risk, and

rent/per square foot (SF) remains the same. Lower

density projects similar to the examples in Scenario 2

would most effectively be able to incorporate additional

density to offset higher Cap rates. Alternatively, if the

additional density is not permitted, a rent increase of

6.7% would maintain the same viability in this scenario.

In Scenario 1, due to the scale, the impact of

additional density does not materially improve the

feasibility of the project. Scenario 1 is highly sensitive

to Cap rate changes because it is already a high-density

development, and there is a limit to the amount of

density that can be added. Additional FSR is typically

accommodated by increasing the allowable height of

a building, but the scale of the increases required to

offset the Cap rate changes would quickly become

unrealistic to build in this scenario.

Other

Challenges

The risks associated with building rental housing

extend beyond taxes, fees and cost increases, as

municipal approvals also play a significant role in

determining the trajectory and viability of the project.

Recently, builders have seen the unpredictable

outcomes of proposed policies intended to promote

the development of rental housing. In some cases,

limited zoning to deliver housing in transit-oriented

In some cases, limited

zoning to deliver housing

in transit-oriented areas

and the often-protracted

process between

development proposals

and city approvals also

make it more difficult

to build rental homes.

No Vacancy

Other Challenges | 9

areas and the often-protracted process between

development proposals and city approvals also make

it more difficult to build rental homes. On top of this,

builders cannot always count on government funding

or subsidies to assist with creating affordable rental

when it is required by the municipality.

The uncertainty around approval timelines, senior

government funding programs, and rising costs

creates a risky environment for builders to invest

in new rental housing. Incorporating growth targets

into existing municipal policies would help mitigate

this risk by incentivizing local governments to approve

new rental housing when it is proposed, and work

with builders towards the housing delivery goals

through enabling policy that works.

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