Whistler Sustainable Retail Study Appendix #2 to
Transcription
Whistler Sustainable Retail Study Appendix #2 to
Resort Municipality of Whistler Prepared by: Thomas Consultants Inc. December 2006 Thomas Consultants Inc. Appendix Supplement Case Study Profile Analogues Whistler Sustainable Retail Study Appendix #2 to Background Report 0 Table of Contents Alpine Town & Resort Case Studies 2 Cultural Venue & Amphitheatre Case Studies 87 Aspen Institute (Colorado) The Banff Centre (Alberta) Stratford Festival (Ontario) Shakespeare Festival (Oregon) Peter Britt Music Festival (Oregon) Wolf Trap National Park for Performing Arts (Virginia) Santa Barbara Bowl (California) Red Rocks Amphitheatre (Colorado) Mission Hill Winery Amphitheatre (British Columbia) 88 90 92 93 94 95 96 96 97 98 Banff/Lake Louise (Alberta) Town of Truckee (California) Park City (Utah) Jackson Hole (Wyoming) Aspen (Colorado) Telluride (Colorado) Town of Vail (Colorado) 5 9 13 17 21 25 29 Beach & Golf Resort Case Studies 34 Kiawah Island Golf Resort (Hawaii) Sea Pines Resort (Florida) Sandestin Golf & Beach Resort (Florida) Key West (Florida) Seaside (California) Carmel by the Sea (California) 36 40 44 49 53 57 Spas & Wellness Case Studies The Oaks at Ojai (California) Ojai Valley Inn and Spa (California) El Monte Sagrado (New Mexico) Miraval – Catalina (Arizona) 99 100 101 103 Cultural Town Case Studies 61 Public Market & Winery Case Studies 106 Niagara on the Lake (Ontario) Quechee Village (Vermont) Woodstock (Vermont) Leavenworth (Washington State) City of Bend (Oregon) Mill Valley (California) 63 67 71 75 79 83 Mission Hill Winery (British Columbia) Summerhill Estate Winery (British Columbia) Tinhorn Creek (British Columbia) Copia – American Center for Wine, Food & Arts (California) Culinary Institute of America (New York) Granville Island Public Market (British Columbia) Portland Public Market (Maine) 108 110 112 115 117 121 124 Thomas Consultants Inc. 1 Profiled Alpine Resort Banff/Lake Louise Banff/Lake Louise Alberta Town of Truckee Truckee, Nevada Jackson Hole Jackson, Wyoming Park City Park City, Utah Telluride Telluride, Colorado Vail Vail, Colorado Aspen Aspen, Colorado Thomas Consultants Inc. 2 RETAIL MIX % of stores (# of stores) PROJECT NAME LOCATION Whistler Bristish Columbia Banff Truckee Alberta Nevada Resort Annual Population Visitation 9,480 6,959 13,864 ANCHOR ZONING SIZE TYPE OF COMPONENTS GUIDELINE ANCHOR NON-RETAIL STORE SIZES RETAIL SIZE RETAIL/ SERVICES FOOD/ BEVERAGE ENTERTAINMENT 768,000 60% (217) 38% (140) 2% (5) Ski Resort, Pedestrian Village, golf 14% (31) Main street Lake Louise, 2,000,000 800,000 4,500,000 735,161 to North Lake Tahoe Region; 2,646,580 visitor days. REPRESENTATION OF TENANTS 63% (133) 23% (48) Mountain LARGE FORMAT STORES Currently IGA, Nestor's, contemplati Limited to ng store Grocery Grocery & size Roots, Pharmacy Buffalo Bills restrictions in Village The Bay Roots Safeway Sports Chek No LOCAL NATIONAL LOCAL HOTEL ROOM BASE SALES OR RENTS 70% 30% 5,500 Sales $600 - $700 PRESENCE OF Yes 80% Prime $80-$120 $40-$50 Sales $600 20% Excellent 2,800,000 58% (82) 42% (60) 0% (0) Access Proximity to Ski Resorts Main Street Safeway Albertson Rite Aid Yes Yes 90% 10% 3,000 Utah 7,371 3,000,000 Thomas Consultants Inc. There is a restriction on the total amount of retail/commercial development in the Town Banff. The town could still expand by an additional 350,000 sq.ft., after that the cap will have been reached. Prime $46-$21 Rental There are store size restrictions for Average stores over 40,000 sq.ft. There are large size convenience stores but no $24 specialty. New Projects $40 Skiing Park City UNIQUE FEATURES/AMENITIES 160,000 51% (128) 40% (100) 9% (22) Sundance Film Festival Main Street Roots Bunya Bunya No Yes 90% 10% 5,700 Prime $100 The City almost considered size $35-45 restrictions. They do instead have Average Historic guidelines which somewhat restricts store sizes. $25 3 RETAIL MIX % of stores (# of stores) PROJECT NAME Town of Jackson Aspen Telluride Vail LOCATION Wyoming Colorado Colorado Colorado Resort Annual Population Visitation 8,647 5,914 2,321 4,531 RETAIL SIZE 3,000,000 2,500,000 600,000 765,000 Thomas Consultants Inc. 600,000 229,135 365,055 RETAIL/ SERVICES FOOD/ BEVERAGE REPRESENTATION OF TENANTS ENTERTAINMENT ZONING ANCHOR SIZE TYPE OF GUIDELINE COMPONENTS ANCHOR STORE SIZES NON-RETAIL 72% (122) 23% (40) 5% (9) Yellowstone National Park Proximity to Ski Resorts 52% (101) 44% (85) 4% (8) Main Street Ski Resorts Luxury Homes 1% (2) Skiing Festivals Historic Town 65% (93) 63% 34% (48) 35% 2% K mart Staples Yes PRESENCE OF LARGE FORMAT STORES Yes LOCAL 90% NATIONAL 10% LOCAL HOTEL ROOM BASE SALES OR RENTS 2,000 Town Square $60-$65 $30 Average $16-$20 Apparel Sales $450 per sq.ft. Albertsons Pitkin Dry Goods Hardware Grocery Telluride Sports Grocery Safeway City Market Clarks Market Yes Yes No No 75% 95% 95% 25% 5% 5% 7,700 1,300 UNIQUE FEATURES/AMENITIES Town ordinance prevents tenants from being larger than 15,000 sq.ft. Must receive application to build larger size. Over 40 art galleries in Jackson, this an anchor draw. The Town of Jackson has an anti growth bias. Zoning code indirectly does not allow Highest for big box or larger size formats in $135 downtown district. Lot sizes in Average downtown date back to 1881. Rental $100 Rates prohibitive for big box stores. Prime $50-$65 Other Main Street $35$40 Other $25-$35 5092 Condo 1702 $580 Sales Hotel Units Due to historic restrictions, store sizes are often less than 2500 sq.ft. Locals do tend to go out of town for shopping requirements. Have instituted a May & June Shopping Spree campaign to reintroduce locals and visitors to Vail and to ensure that stores stay open. 4 Banff Lake Louise - Canada Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: Banff Lake Louise 800,000 sq ft (Over 200 retail tenants) Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Mix (Category Basis %): Specialty Retail/Service: 63% (133 Establishments) Food & Beverage 23% (48 Establishments) Entertainment:14% (31 Establishments) Identification Of Key Anchor Components (non retail): Mainstreet, Lake Louise, Mountains Size & Type Of Anchors: The Bay, Roots, Sports Chek, Safeway Zoning/Guidelines For Maximum Store Sizes: Presence Of Large Format Stores Versus Smaller Tenants: There are primarily smaller format stores. However there some large format stores present. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 80% National Tenants: 20% Thomas Consultants Inc. 5 Number Of Rooms/Bed Base: Approximate number of units: Accommodation include over 100 Hotel, Motels, Lodges & Inns, Hostels, Cabins, Chalets, Condominiums, Bed & Breakfast, and Back Country Retreats. Indications Of Annualized Sales & Rental Rate Performance: Banff Lake Louise Prime retail location on Banff Avenue ranges $80-$120; Secondary locations $40-$50 per sq.ft. Average $600 per sq ft Patronage Statistics: • • • Number of Annual Visitors: 4.5 million visitors Visitors by Season: Winter: 1.4 million (32%) Summer: 3.1 million (68%) The majority of visitors to the area are Canadians 70%; U.S. visitors 14% and Overseas Visitors 16%. More than half of the Canadian visitors were residents from Alberta 58%. • The average overnight visit to the area is 3.5 nights. • Overseas visitors predominate from the UK and Japan. • American visitors were primarily from California, Washington and Oregon. • Average expenditure for the tourist party’s visiting the park is as follows: Domestic $692; Americans $1,054; Overseas $1,142. Summer: Summer is the busiest season for this area. 45% of overnight visits took place between July and September. Winter: 17% of overnight visits were from January to March. 15% overnight visits were from October to December. Planned Initiatives: • • The Town of Banff is currently updating their Community Plan. They are currently in the Phase 2 of the analysis. Some of the issues to be dealt with is Balancing the needs of the community and visitors with preservation of the environment; Financial strain of providing amenities and services to residents and visitors; support locally owned and operated businesses; need for multi-purpose community centre. Other issues include promote and encourage a unique some town character and not a second home community and encourage the pedestrian experience in the downtown. A new marketing image has recently been unveiled, under the banner – Celebrate Life. More than 250 input sessions and workshops were organized to develop the new branding strategy. Elements Of Success And/Or Failure: • • • The area is promoted as having spectacular natural mountain scenery, abundant wildlife, four-season recreation and world-class accommodations in a protected National Park setting. Key areas that are emphasized for the region are: Cuisine, Ski, Winter outdoor adventure, Summer outdoor adventure, Luxury/Spa, Culture/Heritage, and Family Reconnecting/Togethering. The three resorts in the area offer interchangeable, multi-day Tri-Area lift ticket, with free shuttle bus service. Thomas Consultants Inc. 6 Banff Lake Louise Major Activities & Attractions, Cultural Festivities & Events: Banff Centre for the Arts Banff Museum Banff Park Museum Banff Mountain Film Festival Banff Mountain Book Festival Canada Ski Museum Whyte Museum Of The Canadian Rockies Skiing Snowboarding Heli-skiing Cross Country Skiing Snow Shoeing • • • • • • • • • • • • • Mountain Climbing Rock Climbing Horseback Riding Golf Cycling Men’s & Women’s World Cup Races Banff Summer Arts Festival Buffalo Nations Luxton Museum Cave & Basin National Historic Site Guided Walks Tobogganing Sleigh Rides Rafting, Bowling Comments • Population of Banff is approximately 8,350 residents. • The communities of Lake Louise and Banff are located a 90 minute drive west of Calgary. Banff and Lake Louise are 54 km apart. Three ski resorts Ski Banff at Norquay, Sunshine Village and Lake Louise are all in the vicinity. These ski resorts are all located in Banff Natural Park. • Norquay is 6 km from downtown Banff. Sunshine Village is 8 kilometers west of the town of Banff. Lake Louise is 60 km away. A free shuttle bus connects all the resorts. • The communities of Banff and Lake Louise have been a destination for international visitors for more than a century. In 1883 natural hot springs were discovered in the area from the base of Sulphur Mountain led to the establishment of Canada's first national park, Banff National Park. • Banff is 4.87 square kilometers in area and its boundaries are fixed by federal law. The local government does not have annexation or expropriation authority to expand its land base. • Banff's three areas—Norquay, Sunshine Village and Lake Louise have development restrictions as a result of their location within National Park boundaries. This has led to increased development adjacent and surrounding areas. • Banff has one of the most aggressive and vigorous commercial growth management strategies of any Canadian municipality. The rate and amount of commercial growth is limited to 1.5% per annum, thereby restricting how much square footage can be constructed each year. A random selection draw for development rights is conducted annually when the amount of proposed development exceeds the maximum allowable growth. This type of growth management technique is the only one of its kind used in Canada. • Total Commercial floorspace for Banff at building out (including all retail, office and commercial uses) is 3.98 million. To date their total commercial floorspace is 3.63, with 350,000 sq.ft. of outstanding permits granted. The City As a result of the moratorium on additional commercial space, the community of Canmore has benefited, with considerable amount of commercial and residential growth Thomas Consultants Inc. 7 Comments (Continued) • • Banff Lake Louise • Banff National Park has been declared a UNESCO World Heritage Site. Ski Banff@ Norquay, Sunshine Village, Lake Louise Ski Area (3 Ski areas can be skied all on 1 lift ticket – which includes bus transportation from all major hotels in Banff & Lake Louise. ). . Thomas Consultants Inc. 8 Town of Truckee - Nevada Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: 2,800,000 sq.ft. Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Mix (Category Basis %): Food & Beverage:42% (60 Establishments) Specialty Retail/Service: 58% (82 Establishments Entertainment: 0% (0 Establishments) Truckee Identification Of Key Anchor Components (non retail): Excellent Regional & Highway access, proximity to 7 ski resorts, proximity to Lake Tahoe and lakes, Historic Main Street Size & Type Of Anchors: Safeway, Albertsons, Rite Aid Zoning/Guidelines For Maximum Store Sizes: Restriction on stores over 40,000 sq.ft. Presence Of Large Format Stores Versus Smaller Tenants: There are some large format stores, convenience, but no department stores. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 90% National Tenants: 10% Thomas Consultants Inc. 9 Number Of Rooms/Bed Base: 1,500 rooms/units available through hotels, motels and bed and breakfasts 1,500 condos/vacation rentals for rent Indications Of Annualized Sales & Rental Rate Performance: Rental rates average $24 per sq.ft. in Truckee On Historic Mainstreet it ranges from $46 to $51 per sq.ft. Newer developments are average $40 per sq.ft. Truckee Patronage Statistics: • For hotels, motels and bed and breakfasts the average occupancy rate is 55% • In a study completed year end 2004, Tourist Expenditure in were as follows • Total Expenditure $355 million • $128 million (36.0%) was spent on recreation. (skiing, golfing, boating, etc.) • $74 million (20.8% ) lodging • $75 million (21.1%) on eating and drinking in restaurants, bars and taverns • $79 million (22.2%) was spent on retail. • The average daily spending per visitor was $143 (2003). Planned Initiatives: • Due to the shortage of affordable housing the City has a employee housing ordinance. For any new stores or commercial establishment built, that establishment must provide housing for 50% of the employees generated by that use. Elements Of Success And/Or Failure: • • Truckee’s proximity to recreation facilities and regional highway access to has resulted in strong population and second home growth in the market. Due to their excellent regional access, Truckee has a good summer and winter season. There are over 12 million cars that pass Truckee on a yearly basis. Thomas Consultants Inc. 10 Major Activities & Attractions, Cultural Festivities & Events: • There are five ski areas in the vicinity of Truckee,: Alpine Meadows, Homewood Mountain Ski Resort, Northstar-at-Tahoe, Squaw Valley, U.S.A., Sugar Bowl Ski Resort. • Four Golf Courses (Old Brockway, Resort at Squaw Creek, Tahoe City Golf Course, Northstar). • Kayaking, canoeing, waterskiing, lake cruises, parasailing, biking, rock climbing, tubing and swimming, ice skating, fishing, bowling, gaming, museums, balloon rides, spas • Truckee Winter Carnival - Heritage Foundation • Lake Tahoe Shakespeare Festival • Summer Golf Classic • Family Fun Day Truckee Comments • Located in the Sierra Nevada mountain range, Truckee is just 200 miles northeast of San Francisco, California; 100 miles east of Sacramento, California; 40 miles west of Reno, Nevada; and 12 miles north of Lake Tahoe, • There are an estimated 7,825 vacation homes (not considered primary residence for the owner). Vacation homes comprise 55% of the housing units in North Lake Tahoe region. • The Town of Truckee has approximately 18,000 residents, during peak seasons the population can reach 40,000 residents. • The town is 34 square miles of largely developed land in the eastern portion of Nevada County. • Tourism and retail are the foundations of Truckee's economic base Thomas Consultants Inc. 11 Truckee Town of Truckee, Regional Context Town of Truckee, Downtown District Thomas Consultants Inc. 12 Park City - Utah Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: 160,000 sq ft of retail (250 retail establishments in Park City & Basin) Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Specialty Retail/Services: 51% (128 Establishments) Food & Beverage: 40% (100 Establishments) Entertainment: 9% (22 Establishments) Identification Of Key Anchor Components (non retail): Skiing, Sundance Film Festival, Historic Main Street Park City Size & Type Of Anchors: Roots, Bunya Bunya (clothing), Chloe Lane Denim & Collections Zoning/Guidelines For Maximum Store Sizes: There are no size restrictions. (However this was once under consideration, Council backed down and deal with the issue of store size thru, historic guidelines). Presence Of Large Format Stores Versus Smaller Tenants: There are large format stores but outside of the Mainstreet core. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 90% National Tenants: 10% Thomas Consultants Inc. 13 Number Of Rooms/Bed Base: • • Park City has 5700 units and rooms; 21,000 pillows. Accommodation ranges from hotel rooms, condominiums, bed and break fast inns and dormitory rooms. Indications Of Annualized Sales & Rental Rate Performance: Rents in prime locations $100 per sq.ft. On Upper Main Street, a retail space is renting for anywhere between $35 - $45 per sq.ft. yearly. On Lower Main Street the rents are about $25 per sq.ft. annually. Park City Patronage Statistics: Approximately 3 million visitors per year Winter: 1,858,189 (November 2004 to April 2005) Summer: 1,193,529 (May-October 2004 overnight visitation) 1,635,997 (November 2003 to April 2004) 1,084,448 (May-October 2003 increase of 10%) Approximately 94% of visitors to Park City are American. Summer 60% of summer visitors arrive by air, 37% arrived by car. Largest visitor markets are California (20%), Arizona (10%), Texas (6%) and Other Countries (5%). Winter California is their largest winter market. Winter Skier visits grew 13% in 2004-5. Excellent repeat visitation. Planned Initiatives: • There is another grocery store planned for Park City. The project just went thru the development approvals. Elements Of Success And/Or Failure: • In the last five years there has been more stability seen with retailers and their longevity. The visitor season has expanded, while the winter sees the bulk of their visitors, the summer festivals and activities is bring in more volume. Thomas Consultants Inc. 14 Major Activities & Attractions, Cultural Festivities & Events: Sundance Film Festival Miner Day Celebrations Cycling Festival 2002 Olympic Winter Games Museum Park City International Music Festival Summer Outdoor Film Festival Summer Theatre Summer Motorcycle Weekend Summer Festivals • • • • • • • • • USA Olympic Ski Team Training Camp Dog Sled Races Sleigh Rides Ice Skating Ski Jumps Snow Mobiling Softball Competitions Classical Music Series (Summer) 18 Golf Course • • • • • • • • • • • Hot Air Ballooning Tennis Hiking Fly Fishing Horseback Riding Spas Cross-country Skiing Snow Boarding Snow Shoeing Mountain Bike Race Series Bob Sled Track Comments Park City • • • • • • • • • • • • Park City is a 30 miles east from downtown Salt Lake City, with 7000 year round residents. Park City Mountain Resort is situated base of the mountain. There are 2 world-class mountain resorts within five miles of each other (Deer Valley Resort and The Canyons). The City was incorporated in 1884 and was a silver mining destination. Sixty four Park City’s buildings are listed on the National Register of Historic Places. According to Myles Rademan, director of public affairs at Park City in Utah, “Twenty years ago Park City was an unremarkable, declining mining town. Then we decided to pull our boots up, created our destination management and marketing strategy and changed its economy beyond all recognition to become the host of the 2002 Winter Olympics. Park City was host to 26 medal events in 78 competitions during the 2002 Olympic Winter Game. According to a study completed by the Park City Chamber of Commerce, summer overnight visitors listed the activities most participated in as: Eating/Dining 95%; Shopping on Main Street 90%; Relaxing 88% and Sight Seeing 88%. A unique historic heritage destination with the charm of a small town with world class ski facilities. Park City also market themselves as “Three Unique Resorts in One Exciting Town”, identifying the proximity to the nearby resorts of The Canyons, Park City Mountain Resort and Deer Valley Resort. Free skiing on arrival day for visitors arriving by plane, with an airline ticket stub get a day ticket, good until 7:30 p.m. This is called the “Quick Start” program. All residents and retailers pay a 1% higher tax than the state nominal which goes to marketing and promotion. Due to the number of summer festivals they have increased significantly their summer visitation, and becoming a more of an all season resort. The City has parking restrictions in the downtown historic core which also limits store sizes in the downtown core. Locals drive out to Kimball Junction for their big box shopping needs. Approximately 6 miles away. Thomas Consultants Inc. 15 Comments (Continued) • • Park City • • A daily free city shuttle bus service is offered every 20 minutes. The shuttle takes visitors anywhere in town for shopping, dining, skiing or entertainment. The economy has been doing well since the 2002 Olympics. Three new high-end real estate projects are planned in the Park City area as well a shopping complex. Deer Valley in Utah won the top spot in Ski Magazine's 2005 ranking of top ski resorts in North America. Visitor spending in Summit County is $333 million per year. Spending in winter is 3 times higher than the summer months. There is a concern to keep the economy strong all year round and increase summer expenditure figures.. Thomas Consultants Inc. 16 Jackson Hole – Wyoming, USA Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: u/a Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Jackson Hole Specialty Retail/Services: 72% (122 Establishments) Food & Beverage: 23% (40 Establishments) Entertainment: 5% (9 Establishments) Identification Of Key Anchor Components (non retail): Year-round Recreation Destination, Two Golf Courses Adjacent to Yellowstone National Park Proximity to three ski resorts, Jackson Hole Mountain Resort, Grand Targhee Resort and Snow King Resort Size & Type Of Anchors: K mart, Staples, Grocery – Smith’s (Kroger), Albertsons both 50,000 sq.ft. Zoning/Guidelines For Maximum Store Sizes: Town ordinance preventing tenant from being larger 15,000 sq.ft. Grocery stores received a variance to build larger Presence Of Large Format Stores Versus Smaller Tenants: There are primarily smaller retailers. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 90 % National Tenants: 10% Thomas Consultants Inc. 17 Number Of Rooms/Bed Base: 2,000 hotel rooms Facilities include condominiums, luxury homes, slope-side inns, and town homes. Indications Of Annualized Sales & Rental Rate Performance: Town Square Downtown $60-$65 per sq.ft., rents drop to $30 one block away from this area; $16-20 per sq.ft for retail in centres that serve local traffic; stores such as Eddie Bauer/The Gap do $450 per sq.ft. Jackson Hole Patronage Statistics: The town of Jackson visitor volume is approximately 3 million. With the peak period being summer. Jackson Hole Resort attracts a substantial number of visitors due to it’s close proximity to the Grand Teton National Park and Yellowstone National Park which is only 60 miles away. Nearby Grand Teton National Park and Yellowstone National Park each attract over 2.5 million visitors annually, 140,000 of whom visit during the winter. Summer 15% arrive by air. Average length of stay is 3 days. Significant number of outdoor enthusiasts and recreational visitors taking in Grand Teton and Yellowstone national parks. Winter 64 % of visitors arrive by air. Average length of stay is seven days. Generally attracts avid skiers and outdoor enthusiasts. Planned Initiatives: • Planning a downtown parking and street enhancement project. Elements Of Success And/Or Failure: • • • Jackson is the gateway City to Yellowstone National Park, as a result this provides a considerable number of visitors to the City. Jackson has over 40 art galleries, many visitors come for an “art holiday” and purchase art pieces. Sales for art work at the low end starts at $3000. Income tax rates in the Rocky Mountains (Wyoming has zero tax) encourages rich people to come and build vacation homes - or first homes. With the Internet, private jets, and FedEx, it is possible for rich people to live at Jackson Hole year round while keeping an active hand in their businesses on Wall Street, in Hollywood, or the Silicon Valley. Jackson Hole was described "Our town is little more than a tax shelter of the ultrarich…” Thomas Consultants Inc. 18 Jackson Hole Major Activities & Attractions, Cultural Festivities & Events: Grand Teton Music Festival Jackson Hole Rodeo Annual Micro-Brew Festival Teton Wellness Festival Grand Targhee Bluegrass Festival Mountain Artists’ Rendezvous Art Show Wyoming Highlanders Festival Concerts & Performances Jackson Hole Triathlon National Museum of Wildlife Art Centre for the Arts Jackson Hole Writers Conference • • • • • • • • • • • • Arial Tramway Rides Hiking, Mountain Biking River Boat Trips & White-water Rafting Wildlife Expeditions Balloon Trips Golfing Climbing Wall Skiing & Snowboarding Paragliding Horseback Riding Fishing Bungee Trampoline Comments: • • • • • • • Jackson Hole is a fifteen-mile-wide tract of land running for nearly 50 miles at the base of the Teton Range outside Grand Teton and Yellowstone National Parks. National parks, Bridger-Teton National Forest and the National Elk Refuge comprise 97% of the land area. Therefore this leaves very little for development and there is demand for land for residential purposes. The town of Jackson tends to have an anti-growth sentiment. Local residents drive 1.5 hours away to Idaho Falls which is a large regional shopping base for the area. According to a visitor survey by Jackson Hole Chamber of Commerce only 70% of winter ski resort visitors are skiers/boarders (a typical destination ski resort attracts 90% skiers/boarders). This factor is indicative of Jackson Holes’ extensive offering of non-ski/board winter activities, a factor that has enabled it to diversity its winter visitor base. Average housing prices were US $1 million. Median price for a family home is $740,000. Jackson’s major industry is tourism. The Center for the Arts is a growing art center campus currently consists of the 41,000 sq. ft. Arts & Education Pavilion which houses 20 local, state and regional not-for-profit arts and higher organizations Thomas Consultants Inc. 19 Jackson Hole Jackson, Town Square Shopping District Thomas Consultants Inc. 20 Aspen – Colorado Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: Total commercial square foot (includes office as well 1, 408,000 sq.ft.) Retail is estimated at 600,000 sq.ft. The development ceiling for commercial floorspace is 1,830,000 sq.ft. Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Specialty Retail/Services: 52% (101 Establishments) Food & Beverage: 44% (85 Establishments) Entertainment: 4% (8 Establishments) Identification Of Key Anchor Components (non retail): Aspen Historic Downtown, Ski Destinations - 4 world-class mountains Aspen Mountain, Aspen Highlands, Buttermilk and Snowmass, Luxury Residential Homes Size & Type Of Anchors: Pitkin County Dry Goods, Hardware Store (historic Miners Building-TruValu/Radio Shack, Grocery Store (City Market- Kroger, Clarks Market) Zoning/Guidelines For Maximum Store Sizes: Zoning code indirectly does not allow for big box or larger size format stores in the downtown district. Lot sizes date back to 1881, buildings cannot be torn down and all uses must comply with historic restrictions. Presence Of Large Format Stores Versus Smaller Tenants: No presence of discount or big box stores in Aspen. Rental rates in Main Street would be prohibitive for big box or larger scale retail tenants. Locals must travel 40 miles to Glenwood Springs for big box type stores. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 75% Thomas Consultants Inc. National Tenants 25% 21 Number Of Rooms/Bed Base: 7700 bed base in 47 properties Indications Of Annualized Sales & Rental Rate Performance: Highest rents can reach $135 psf (Prada/ Ralph Lauren location); Rents typically average $100 on Main Street Patronage Statistics: Yearly visitor volume: 2.5 million High return visitor rates (70%). Generally the heaviest days for visitation occur during July and early August. Average Overnight Tourists: 4,466 Planned Initiatives: Aspen • • City of Aspen involved in study, a “Civic Masterplan” downtown core to essentially define civic functions and obligations in the City of Aspen. The City finds that they must have a balance of maintaining world class resort and livable city for residents. The future Snowmass base village will feature a 25,000-square-foot children’s center, 15,000-square-foot conference space, 64,000 square feet of new shops and restaurants, a community aquatic center, a 246unit Westin conference hotel, The Little Nell at Snowmass, and 359 condominiums – all connected to the upper village area by a two-minute gondola ride in the Sky Cab. Elements Of Success And/Or Failure: • • • Aspen is world renowned for its downhill skiing. This historic character of the city has been challenged in recent decades by skyrocketing property values and the proliferation of second homes, increasingly shutting low- and middle-income workers out of the city and creating a large pool of commuters from nearby bedroom communities such as Basalt and Carbondale. The booming real estate market has forced the city to struggle between permitting growth and restricting it. The City wants to maintain a balance of activities and retail needs for the citizens of the community. Thomas Consultants Inc. 22 Major Activities & Attractions, Cultural Festivities & Events: US Comedy Arts Festival Wheeler Opera House – Lectures, Concerts, Musicals, Community Film Showings. 18 hole Championship Golf Course 2 ice rinks Summer program for Children ESPN Winter X Games Aspen Music Festival & School Aspen Art Museum Free Summer Outdoor Movie Series Taste of Aspen Saturday Farmer’s Market Cooking School of Aspen (weekly events) Winterskol - Four day celebration Theatre, Foreign and Independent Aspen Comments: • • • • • Much of the area around Aspen is public land within the White River National Forest. The Town of Aspen encompasses 3.66 square miles In order to deal with providing more affordable housing in Aspen, a vote of city residents in April 2005 affirmed a previous commitment to annex the nearby Burlingame parcel in order to construct rental residences in attempt to retain a healthier mix of economic classes in the city. Shopping is abundant in Aspen, More than 80 restaurants can be found in a one-mile radius and there are over 225 retail stores in a variety of price points. Four square blocks comprising of 16 blocks consists of the main downtown shopping district. Full time population is approximately 6000 residents. At peak summer and winter seasons the population is as high as 30,000 residents. Retail does well in winter and summer months and this sustains them throughout the year. Many retailers have locations here as a result of marketing/publicity purposes. Thomas Consultants Inc. 23 Aspen Thomas Consultants Inc. 24 Telluride – Colorado Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: Total Retail = 229, 135 sq.ft.; 205,135 sq.ft. Telluride; 24,000 sq.ft. Mountain Village Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Specialty Retail/Services: 65% (93 Establishments) Food & Beverage: 34% (48 Establishments) Entertainment: 1% (2 Establishments) Identification Of Key Anchor Components (non retail): Telluride Historic Town, Skiing, Festivals Size & Type Of Anchors: Telluride Sports, Clark's Market, Village Market Zoning/Guidelines For Maximum Store Sizes: No limitation, or established guidelines, or ordinance of against franchise stores. However due to historic restrictions, store sizes are often less than 2500 sq.ft. Presence Of Large Format Stores Versus Smaller Tenants: Due to historic preservation guidelines, this discourages large size stores. population to support big box stores. Telluride does not have the Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 95% Thomas Consultants Inc. National Tenants 5% 25 Number Of Rooms/Bed Base: 1,300 rooms in 18 lodging properties (Telluride and Mountain Village) Indications Of Annualized Sales & Rental Rate Performance: Main Street Rental rates in the prime location averages $50 to $65 per sq.ft. Secondary locations along Main street averages $35-$40 per sq.ft. Off Main Street rates average $25-$35 per sq.ft. Patronage Statistics: 600,000 visitors annually. There is almost an equal portion between summer/winter visitors. The majority of their visitors are from Colorado. Other large markets include New Mexico, Arizona, and Texas. Second home owners are also a high portion of visitors. Telluride Planned Initiatives: • Elements Of Success And/Or Failure: • • The City has a three segments which supports retail: locals, second home owners and tourists. The Town of Telluride enjoys a flourishing arts and cultural community. Telluride can boast about its role as one of the first Colorado ski towns to cultivate a lively summer festival and event season. Several of Telluride’s festivals have celebrated anniversaries numbering over thirty years. Thomas Consultants Inc. 26 Major Activities & Attractions, Cultural Festivities & Events: Telluride Telluride Film Festival Telluride Blues & Brews Festival, Telluride Bluegrass Festival Telluride Wine Festival Telluride Historical Museum Telluride MusicFest Telluride Repertory Theatre Telluride Culinary Arts Festival Cajun Music Festival Telluride Jazz Celebration Telluride Chamber Music Festival Telluride Wild West Fest Octoberfest Celebrations, July 4th, Memorial Day Weekend Sheridan Opera House Comments: • • • • • • • • Originally a mining town, Telluride is now a major ski resort. In the summer, there are festivals almost every weekend. Commission for Community Assistance, Arts and Special Events (C.C.A.A.S.E.) works under the Telluride Town Council to administer an annual community support, arts and event grant programs. venues in the Town of Telluride include the historic Sheridan Opera House, Nugget Theatre and Michael D. Palm Theatre for the Performing Arts . The Town Park festival stage hosts several large music events each summer. Telluride was designated a National Historic Landmark District in 1964. Telluride current population is. 2,200 full-time residents; Mountain Village – pop. 1,000 full-time residents. Telluride has experienced retail sales leakage by retail expansion outside of Telluride. The supermarket and big box store expansion over the last 10 years have impacted local shopping patterns. Residents drive approximately 60 miles to the town of Montrose for shopping needs. Shopping in town is considered tourist oriented. The average condo price in 2005 was $721,000, average house price $1.41 million. Thomas Consultants Inc. 27 Telluride Thomas Consultants Inc. 28 Vail – Colorado, United States Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: 365,055 sq ft (Vail Village: 150,000 sq ft, Lionshead: 95,055 sq ft, & West Vail: 120,000 sq ft) - 2004 Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Specialty Retail/Services: 60% Food & Beverage: 32% Entertainment: 7% Identification Of Key Anchor Components (non retail): Skiing Amenities, Recreation Opportunities, Small Town Charm Size & Type Of Anchors: Safeway, City Market, Clarks Market (West Vail). Vail Zoning/Guidelines For Maximum Store Sizes: Presence Of Large Format Stores Versus Smaller Tenants: Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 95% National Tenants: 5% Thomas Consultants Inc. 29 Number Of Rooms/Bed Base: • • • • 5,092 Condo Units 1,702 Hotel Units 1,757 Single Family Dwellings Total Bed base = 11.059 Indications Of Annualized Sales & Rental Rate Performance: $580 per sq ft. Patronage Statistics: Vail • • • • • • • 765,000 Town of Vail (2004) Visitors by Season: Winter: 465,000 (2,250,000 Visitor Days) Summer: 300,000 (1,620,000 Visitor Days) Vail draws between 10 and 14 % of it’s clients from outside the United States. The average visitor spends between 5 (winter) and 5.4 (summer) nights in Vail. Over 60% of visitors to Vail earn a over $ US 100,000. Average daily food & beverage spending is $65 with 40% allocated to food, 40% on comparison merchandise & services, 10% on entertainment, and 10% spent on convenience goods. Summer The following is a list of the top visitor origins during the summer: • Colorado 33% • International 14% • Florida 4% • Texas 9% • California 4% • Illinois 5% • New York 3% Based on 2003 survey information, the number one summer activity is dining followed by shopping and sightseeing. Hiking and gondola rides also ranked within the top 5 activities. Winter The following is a list of the top visitor origins during the winter: • New York 8% • Colorado 23% • California 8% • International 10% • Illinois 8% • Florida 9% Based on 2003 survey information, the number one summer activity is skiing/boarding followed by dining and shopping. Relaxation and Tubing rides also ranked within the top 5 activities. Thomas Consultants Inc. 30 Planned Initiatives: • • • • • Vail is investing over $1 billion USD to revitalize the Vail’s villages. This investment includes the relocation of certain above ground parking spaces to underground facilities, the redevelopment of it’s skier plaza, and significant investments in landscaping to make the village appealing year round as well as improving pedestrian movement. Vibrant new streetscape designs, signage, lighting and snowmelt under pavers are part of the 9 million being invested A winter outdoor ice-skating rink will be built in 2006 that also can be used in summer as a "town square" for activities and events. New icons for Vail, including a Vail Square Glockenspiel and carillon bell tower. In 2006, approximately 37,000 square feet of new retail space including state-of-the-art skier service. facilities, restaurants, boutiques, galleries and entertainment venues will be added to Vail Village. To improve the streetscape at Vail Village. Elements Of Success And/Or Failure: • Vail • Vail is focusing on a European mountain village theme, with an emphasis on the integration of the surroundings natural environment into building architecture, with it’s latest redevelopment efforts that began in the summer of 2005. Vail promotes itself as the leading ski resort in North America both in terms of it’s ski area and off-slope amenities. Major Activities & Attractions, Cultural Festivities & Events: Mid-week rock ‘n roll, mid-week jazz, mid-week country and mid-week bluegrass music performances. The Session – Progressive Snowboard Competition with parties, concerts, a demo village, and pro clinics. U.S. Free Skiing Open with in which over 300 athletes compete for the freestyle champion honours. Mardi Gras Vail featuring consumes, Cajun/Creole cuisine, street party, and parade. • Dog sledding, horseback riding, & Sledding International Dance Festival. • Mountain Biking Wednesday Night Free StreetBeat Concerts. • Hiking Vail Film Festival • Fishing & Hunting OktoberFest Vail • Golf Vail Jazz Festival • Hot Air Ballooning Vail Farmers Market • Rafting & Kayaking Botanical Gardens • Tennis/Spa/Health Club Amphitheatre • Skiing/Snowboarding/Backcountry Skiing • Tubing, snowmobiling, & snowshoeing. • Ice Skating • Trampoline • Ski Biking – part biking & part skiing winter activity Thomas Consultants Inc. 31 Comments • • • Vail • • Vail is situated less than 100km from Denver, Colorado. Vail Village is located at the base of the ski area. 4,713 Permanent Residents (2002). There are approximately 5,000 part-time residents of vacation properties. Vail continues to receive numerous accolades as one of the top ski resorts in North America. The retail market in Vail is predominately local in nature. Retail shops reside in small bays and there is a distinct absence of larger destination anchors. Restaurants act as the primary draw both in the winter and summer. Thomas Consultants Inc. 32 Vail Thomas Consultants Inc. 33 Profiled Beach & Golf Resort Sandestin Resort Florida Sea Pines Resort Hilton Head, South Carolina Carmel By the Sea Carmel, California Kiawah Island Golf Resort Charleston, South Carolina Seaside Florida Key West Key West, Florida Thomas Consultants Inc. 34 RETAIL MIX % of stores (# of stores) PROJECT NAME LOCATION Whistler Bristish Columbia Kiawah Island Charleston Golf Resort South Carolina Sea Pines Sandestin Hilton Head Island Population Annual Visitation FOOD/ BEVERAGE ENTERTAINMENT 768,000 60% (217) 38% (140) 2% (5) 48% 43% 9% Golf Seaside Nature 0% Golf Nature Marine Boating 1,163 4.7 million 59,800 to (of Phase 1 Charlesto 175k) n Region 33,862 (Hilton Head Island) 5 million sq.ft. in 2.5 million total City of Hilton Head Key West, Florida 25,478 4 million Seaside Emerald Coast, Florida 1,027 n/a Carmel By the Carmel By the City Sea California RETAIL/ SERVICES 2,000,000 Key West 4,081 7.89 million to Monterey County ANCHOR COMPONENT S NONRETAIL RETAIL SIZE 9,480 3.6 million Village at 12,000 (City to South Baytowne of Destin) Walton Wharf, Florida County REPRESENTATION OF TENANTS 98,100 Retail Village 65% 43% 35% 45% Thomas Consultants Inc. Newton Farms Seacoast Sports & Outfitters No No No No LOCAL NATIONAL LOCAL HOTEL ROOM BASE SALES OR RENTS 70% 30% 5,500 Sales $600 - $700 100% 0% 600 Homes 225 Rooms Rents $17-$22 There are no restrictions on store sizes. 500 Rents $16-$20 There are large format stores outside of the resort on Hilton Head Island. There are big box stores such as Wal-mart as well as a factory outlet mall along the highway, near the entrance of the resort. 100% 0% Golf Coast Restaurants Logo Store Salt Water Angler Restaurants Yes Yes 75% 25% 4,154 Modica Market No No 100% 0% 375 Single Family Homes 22% 68% 10% 76% 24% 0% New Urbanism 1% Golf Coast Down town District 42% PRESENCE OF LARGE FORMAT STORES 12% Coast Deep Sea Fishing Island Lifestyle 57% ZONING GUIDLINE STORE SIZES Currently IGA, Nestor's, contemplati Ski Resort, Limited to Grocery ng store Pedestrian Grocery & Roots, Buffalo size Village, golf Pharmacy Bills restrictions in Vallage (625k under const.) 88,700 SIZE or TYPE OF ANCHOR Grocery No Yes No No 90% 95% 10% 5% 1,350 996 UNIQUE FEATURES/AMENITIES Just outside of the resort is a new development; Grand Avenue with a Rents grocery store Publix (grocery) 44,000 $22-$36 sq.ft. Larger size formats are also Sales $425 available outside of the resort, along the Highway. Rents $36-$110 There is a restriction of store size 2,500 sq.ft. in the historic mainstreet district. Large stores are located in"New Town" with such stores as Home Depot and Kmart located here. In Old Town, City discourages chain stores. Stores must meet stringent merchandising and quality assurances. Chain stores would not be acceptable. $72-$180 Prime $36-$48 Secondary $21 per sq.ft in Tertiary locations Chain and big box stores are located outside of the City limits. Based upon the various retail districts there are store size guidelines: Central Commercial = 8,000 sq.ft.; Service Commercial 12,000 sq.ft. and Residential/Commercial 32,000 sq.ft. 35 Kiawah Island Golf Resort Kiawah Island Golf Resort – Charleston, South Carolina Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: Current construction 59,500 sq.ft. Zoning for the overall project calls for up to 450,000 square feet of commercial space. Phase I of the development includes 175,000 square feet of retail and office space. Phase II is slated to include an amphitheater as well as additional residential units. Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Specialty Retail/Services: 48% Food & Beverage: 43% Entertainment: 9% Identification Of Key Anchor Components (non retail): Golf, Seaside/Oceanfront, Natural Beauty Size & Type Of Anchors: Newton Farms - Grocery Store Seacoast Sports and Outfitters Zoning/Guidelines For Maximum Store Sizes: There are no zoning restrictions for store sizes. Presence Of Large Format Stores Versus Smaller Tenants: There are a variety of store sizes, with the largest the general grocery store. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 100% National Tenants: 0% Thomas Consultants Inc. 36 Kiawah Island Golf Resort Number Of Rooms/Bed Base: 600 private luxury homes; 225 rooms Indications Of Annualized Sales & Rental Rate Performance: Freshfields Village Rental Rates: $17 - $22 per sq ft/year Patronage Statistics: The Charleston region attracted 4.7 million visitors in 2004. Charleston County had a total room supply of 13,366 as of May 2005. Direct tourism spending was approximately $ 1.1 billion in 2004. Average per capita daily spending is estimated per the following breakdown: Accommodation $100 Food and Beverage $55 Sightseeing/Events $82 Shopping $52 Other Entertainment $23 *Note total expenditure is not a sum of individual category expenditure due to variations in reporting spending. Planned Initiatives: • The Doonbeg Golf Club will be adding a luxurious Lodge set for May 2006, housing 15 suites, a Clubhouse, a formal dining room, a Members' bar and private dining, the spa by Clodagh, and both men's and women's locker rooms for Club Members. There will be 46 suites (well over 100 bedrooms) total on this phase of work at Doonbeg Golf Club property. All 28 of the Phase I suites, and 17 of the 19 Phase 2 suites have been sold. Elements Of Success And/Or Failure: • • Kiawah Island Golf Resort has built a reputation as one of North America’s Premier Golf and Tennis destination. Part of Kiawah Island Resorts success is based upon their natural ocean front location with amenities primarily their five championship golf courses on the island. Yet it is in close proximity to the City of Charleston, 21 miles south. Thomas Consultants Inc. 37 Kiawah Island Golf Resort Major Activities & Attractions, Cultural Festivities & Events: Sand sculpting Contest Soccer Camps Memorial Weekend Oyster Roast/Barbeque Karnival Night Interactive Environmental Classes Comments: • • • • • • • • • • • • Kiawah was the home of the internationally televised 2003 World Cup Golf Championship. Kiawah Island's Ocean Course recently got awarded the 2012 PGA Championship. Kiawah Resort has more beachfront than any other planned destination resort on the Eastern Seaboard. Located only minutes away from historic Charleston, which offers world class attractions, dining and shopping. Lodging options range from hotel style rooms to luxury homes on private islands. Year-round program of events and activities. Aggressive sales and marketing tactics. Design guidelines in place for any new development, ensuring quality and sensitivity to the local environment. Conservation stewardship is a key principle at the Resort. The Kiawah Island Resort occupies nearly all off the 10,000 acre Kiawah Island. Freshfields Village is a new mixed-use commercial center in a main street format, close to residents and visitors of Charleston’s sea island resorts. Freshfields Village (retail centre) was developed by Atlantic Partners LLC, an affiliate of Kiawah Development Partners. The Village’s trade area profile is recorded at 14,761 permanent residents and 4,530 second home owners with a average annual incomes of $65,000. An additional 1 million tourists visit the coastal islands annually. Thomas Consultants Inc. 38 Kiawah Island Golf Resort Freshfields Village Retail Layout Plan Thomas Consultants Inc. Kiawah Resort Resort Layout Plan 39 The Sea Pines Resort – Hilton Head Island, South Carolina Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: City of Hilton Head has a total of 5 million sq.ft. of retail. Sea Pines Resort Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Specialty Retail/Services: 65% Food & Beverage: 35% Entertainment: 0% Identification Of Key Anchor Components (non retail): Golf, Nature, Marine/Boating Size & Type Of Anchors: Harbour Town General Store (Sea Pines) Zoning/Guidelines For Maximum Store Sizes: Development must adhere to “Island Character” design guidelines. Presence Of Large Format Stores Versus Smaller Tenants: There are primarily smaller independent stores located on the various resorts. Hilton Head does not have size restriction, they do have large format stores such as Wal-Mart in the area. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 100% National Tenants: 0% (Sea Pines Resort) Thomas Consultants Inc. 40 Number Of Rooms/Bed Base: Over 500 suites, homes, & beach houses. Accommodations range from seaside condominiums, inns, to plantation style homes. Indications Of Annualized Sales & Rental Rate Performance: Sea Pines Resort Rental Rates very from $16 to $20 per sq.ft. Patronage Statistics: • The Hilton Head region attracts 2.5 million visitors annually. • Annual visitor contribution to the Hilton Head area totaled $1.5 billion in 2004 Planned Initiatives: • • Sea Pines Resort was sold to the Riverstone Group in March 2005 which is also the owner of the Kiawah Island Golf Resort. It is hoped that the new owners will have the financial clout needed to make major capital improvements and keep Sea Pines competitive with other upscale resorts. While no announcements have been made, Items that could be reviewed include upgrading the Beach Club and the Harbour Town Clubhouse, building a Racquet Club pro shop, and renovating the Plantation Club and the Sea Marsh Golf Course. The resort needs to build a spa and the company should exercise its development rights to build a 100-room hotel at the Plantation Club site. Elements Of Success And/Or Failure: • The Sea Pines Resort at Hilton Head is based on a balanced mix of residential/ visitor oriented developments and recreational facilities blended harmoniously into their natural surroundings. Ecology and education are central components that are integrated into water/ land based visitor activities and tours. Additionally, The Sea Pines Resort tout’s it’s world class golf/ tennis facilities and clinics. • The recent purchase of the resort, may assist the resort in upgrading their facilities and adding new amenities in order to compete with other world class luxury resorts. Thomas Consultants Inc. 41 Major Activities & Attractions, Cultural Festivities & Events: Sea Pines Resort • • • • • • • • • • • • Ecology Tours Through the Sea Pines Resort Nature Center, Tours Include: Alligator Boat Tours, Forest Preserve Walking Tours, Sea Pines Bicycling Tours, Forest Preserve Hayrides, Beach Discovery Tours, Sea Pines Fishing Expeditions, & Fly Fishing Clinics. Harbour Town Conference Center with over 6,500 sq ft of Available Space. Forest Preserve Encompasses 605 Acres of Natural Trails, Lakes, and a Pavilion Located on Fish Island. 54 Holes of Championship Golf, Golf Clinics PGA Event – “Verizon Heritage” Boating, Sailing, Charters, Paddle Boat Rentals, Kayaking, Fishing Charters, 23 Clay Tennis Courts & Tennis Academy, Miniature Golf Concerts, Children’s Programs Dinner Theatre Yacht Club Spa Memorial Day Weekend, Fourth of July Activities, Holiday Seasonal Events Comments: • • • • • • • • • • Harbour Town Resort location on Hilton Head Island makes it a well known resort destination - it was one four distinct areas initially carved out at the Sea Pines Plantation Resort. It is a Community within a Community, requiring a $5.00 entry charge. Harbour Town Yacht Basin is the center of the retail activity for the Sea Pines Resort. There are 31 independently owned and operated boutique clothing shops, gift and craft galleries, nature stores, jewellery stores, independent art galleries, beach and tourist oriented tee-shirt souvenir shops, cafes and restaurants. There are approximately 25 independent retailers. Atop the retail village on the boardwalk are 2 level apartment condominiums. The Village is anchored by the famous Golf Course and the PGA Golf Tournament - known at various times as The Heritage Classic, WorldCom, or MCI Classic. The course has been rated many times among the top 20 in the United States. There are 6 residential developments located around the Marina and Golf Course. Harbour Town is a classic pedestrian scale and optimizes browsing, social interaction and experience. The icon to Harbour Town is the famous lighthouse. The Resort has their own development agreement with the City of Hilton Head, they control their own development & approval process, the resort has their own Review Board. Just outside the Island of Hilton Head, along Highway 28, is the Hilton Head Factory Outlets (owned by Tanger) with over 100 name brand retailers such as Tommy Hilfiger, Coach, Liz Claibourne, Polo Ralph Lauren, Jones New York, Banana Republic, Villeroy & Boch, and Reebock. There are approximately 34,000 full time residents who live in Hilton Head. Thomas Consultants Inc. 42 Sea Pines Resort Resort Layout Plan Sea Pines Resort Harbour Town Map Retail Layout Plan Thomas Consultants Inc. 43 Sandestin Golf & Beach Resort – Village of Baytowne Wharf, Florida Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: Sandestin Resort Retail component features over 24 restaurants and more than 50 shops. Retail Village is approximately 98,100 sq ft. Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Specialty Retail/Services: 43% Food & Beverage: 45% Entertainment: 12% Identification Of Key Anchor Components (non retail): Golf, Coastline/Seashore, Nature Size & Type Of Anchors: Restaurant, Logo Store Zoning/Guidelines For Maximum Store Sizes: Smaller stores inside the resort, larger formats outside. Presence Of Large Format Stores Versus Smaller Tenants: Sandestin has primarily smaller stores. Just outside of the resort is a new development Grand Avenue with a grocery stores Publix (grocery) 44,000 sq.ft. Larger size formats are also available outside of the resort, along the Highway. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 90% National Tenants: 10% Thomas Consultants Inc. 44 Number Of Rooms/Bed Base: 1,350 accommodations, ranging from 1 & 2 bedroom condos, townhomes, villas, cottages Indications Of Annualized Sales & Rental Rate Performance: Rental rates in the area average $22-$36 per sq.ft. Destin Commons sales performance of $425 psf. Sandestin Resort Patronage Statistics: The Emerald Coast area has a bed base of over 29,000 hotel/motel rooms with over 21,000 rooms in Panama City Beach, 5,244 hotel rooms in Pensacola, and an additional 2,950 rooms in Pensacola Beach. More than 7.3 million people visit the Emerald Coast annually and spend in excess of 1 billion USD. Planned Initiatives: • • • • The Howard Group started development of the $200-million shopping and entertainment development at the entrance of the 2,400-acre Sandestin (Fla.) Golf and Beach Resort. It includes the following two developments: Opening in May 2006 is the Marriott’s Courtyard Sandestin at Grand Boulevard. It will have 174 rooms, 2000 sq ft of total meeting, and 8 Restaurants & Cafes. Opening in April 2006 is the Residence Sandestin at Grand Boulevard featuring 120 rooms. In addition there is a retail village – Market Shops at Sandestin, 625,000-square-foot linear "street" development The retail is opening in two phases, Phase 1 opened in Fall 2005, with Phase 2 opening in Spring 2007 Elements Of Success And/Or Failure: • • • Sandestin distinguishes itself from other resorts by offering visitors sophistication along with opportunities for relaxation. The Resort positions itself as prime location for conferences that encourages attendees to bring their families. Revenue at Sandestin increased by 15% from a year ago due mainly to strong growth in food and beverage from groups and conference visitors. (February 2006). Thomas Consultants Inc. 45 Sandestin Resort Major Activities & Attractions, Cultural Festivities & Events: Children’s Boatyard and Playground. Live performances and events, including Mardi Gras and Art’s Quest. Sunday Morning Worship. Seagrapes Wine Tastings. Independence Day Fireworks Spectacular. Cajun Courtyard Cookout Fish Fry. Bluegrass on the Beach Festival At the wharf, charter boats offer cruises of Choctawhatchee Bay. Cooking classes are offered through Gerard’s Cookery and Cajun Market in the Village. 4 Golf Courses. 7.5 Miles of Beachfront. 11 Swimming Pools. 15 Tennis Court Centre. Health & Fitness Centre More than 24 Restaurants. 7 Acre Aquatic Area. Comments: • • • • • • • • • The Village of Baytown Wharf’s 30 merchants and restaurateurs were chosen from over 700 prospects. The Baytown Warf pedestrian village covers an area of 28-acres and features a man-made lagoon in the center. The whole village was designed after a fishing village theme and captures the feeling of the “good old south”. The Village at Baytown Warf has enabled Sandestin to position itself as a year-round destination due to it’s wide array of shopping, entertainment, and restaurant offerings Sine the summer of 2000, over 60 percent of the planned Village homes have been released for sale and purchased. Baytown Warf was designed to be completely walkable and incorporates festive events such as Mardi Gras, Art’s Quest, and the Billfish Golf Tournament. Live music, street entertainers, and lively bars / restaurants have made Baytown Warf a popular gathering place. Sandestin has also created value appeal, with vacation packages often costing half of those offered in central Florida. Destin Commons is a new shopping centre located along the highway. It is anchored by Bass Pro Worldwide Sportsmen, Belk & Rave Motion Pictures' 14-screen Cinemas. In addition a new development will be located just outside the resort, a 700,000 square feet of high-end office space, specialty retail, signature restaurants, a Publix grocery store and two Marriott hotels. Thomas Consultants Inc. 46 Sandestin Golf & Beach Resort Resort Layout Plan Sandestin Resort Village of Baytowne Wharf Retail Village Layout Plan Sandestin Golf & Beach Resort, Grand Boulevard Retail Village Layout Plan Thomas Consultants Inc. 47 Sandestin Resort Destin Commons Retail Village Layout Plan Thomas Consultants Inc. 48 Key West – Florida Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: u/a Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Specialty Retail/Services: 22% Food & Beverage: 68% Entertainment: 10% Identification Of Key Anchor Components (non retail): Key West Coastline, Saltwater/ Deep Sea Fishing, Relax Lifestyle Size & Type Of Anchors: Salt Water Angler 4,000 sq.ft. Zoning/Guidelines For Maximum Store Sizes: There are zoning guidelines of 2500 sq.ft. in the “Old Town” District, which is Mainstreet. Stores wanting larger size must go thru very rigorous planning approval process, with several layers of government bodies that must approve the use as well as design & architectural structure. Presence Of Large Format Stores Versus Smaller Tenants: Primarily smaller Size Stores, independent boutique shops. Larger format stores are located in “New Town”. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 75% National Tenants: 25% Thomas Consultants Inc. 49 Number Of Rooms/Bed Base: Key West features 63 hotels/motels with 4,154 rooms. Indications Of Annualized Sales & Rental Rate Performance: Rents on the main shopping street, Duval Street, range from $36.00 per sq.ft. to a high of $110.00 per sq.ft. Patronage Statistics: • • • Key West • • • • 3.3 million visitors visited the Florida Keys in 2004, with 2.4 million staying overnight. During 2003, 934,070 cruise ship passengers called on Key West. The mean per trip expenditure stood at $2,140 in 2004. Allocations were as follows: $ 567 for lodging, $200 for transportation, $126 for water related activities, $125 for land based activities, $447 for food and beverage, and $106 on miscellaneous items. The average length of stay for visitors to the Keys was 6.5 nights (2004). 42% of visitors to Key West are International, with Canada being the number one market at 9%. A significant percentage of international visitors are also from Europe. In 2004, 30% of visitors had a household income of over $75,000, with 37.4% being in the 36-45 age bracket. 31% indicated that fine arts/culture influenced their trip decision. The number one attraction for visitors to the Keys is dining out, nightlife followed by beach activities and sightseeing. Planned Initiatives: • • • As per the issue with affordable housing (noted below), the City has initiated an affordable housing ordinance which establishes that developers must participate with at least 10% of all new multifamily residential units constructed each year shall be low income. There are deed restrictions for 25 years on these residential units The City would like to extend the tourist season, shoulder seasons consists of August to October. With improvements to their Marina and Airport, they hope to see increased access to the region. The City wants to ensure that the community is highly walkable and bikeable. They are extending boardwalks, building pedestrian bridges and pathways for these activities. Elements Of Success And/Or Failure: • • • Key West has a city atmosphere, with good restaurants, galleries, shops, and museums of local history, it was founded in 1822. Key West brands itself as a historical and cultural haven at the gateway to the Caribbean and Gulf of Mexico. The Old Town Key West features New England and Bahamian architecture, a vibrant night scene, and a wide diversity of activities. The casual demeanor of locals and relaxed formalities of local businesses has enabled Key West to position itself as a lifestyle destination. In regards to housing, there is a problem with the balance between workforce housing availability and affordability. Thomas Consultants Inc. 50 Major Activities & Attractions, Cultural Festivities & Events: Key West Conch Republic Festival, held each April. Fishing tournaments, art festivals, literary seminars and world premiere plays, house and garden tours, international power boat and yacht races, and a lighted boat parade are just some of the events that take place throughout the year. Live theatre venues, including year-round comedy’s, drama’s, and cabaret performances at the Red Barn Theatre. Key West outdoor activities include: kayaking, sailing, parasailing, scuba diving, snorkeling, dolphin encounters, ocean fishing, and eco-tours. Key West Aquarium – Features daily shark feedings and a wide assortment of tropical fish. Ernest Hemingway House & Museum Audubon House & Tropical Garden Comments: • • • • • • The main resort properties in Key West include the luxury Hyatt Key West Resort and Marina, Hilton Key West Resort & Marina, and Wyndham Casa Marina Resort. Shopping in Key West has evolved over the past decade into an open air shopping center format. A combination of small shopping plazas and town center shops form a distinct retail hub. The City is divided into “Old Town”, which is the historic main street which is predominantly restaurants, lifestyle shops and bars and restaurants. “New Town”, which is the east side of the Island, has smaller strip plazas as well as some big box stores such as Home Depot & Kmart. Overall the town discourages chain stores in the Mainstreet district, with the focus on local and independent retailers. There are many restaurants, bars, nightclubs, that embrace a relaxed pace of life and have created a vibrant social scene in Key West. The climate, architecture, and relaxed atmosphere of Key West have made it a magnet for artists of all types. The Florida Keys continues to be an attractive destination for Southern Florida residents because of it’s strong value appeal and close proximity (and road connection) to Miami. Thomas Consultants Inc. 51 Key West Key West Key West Village Map Thomas Consultants Inc. 52 Seaside – Florida Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: Total Retail is approximately 88,700 sq ft sq.ft. Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Specialty Retail/Services: 76% Food & Beverage: 24% Entertainment: 0% Identification Of Key Anchor Components (non retail): Coastline/Seashore, Design of Community/Planning Principles Seaside Size & Type Of Anchors: Modica Market (grocery/deli) Zoning/Guidelines For Maximum Store Sizes: Stores must meet stringent merchandising and quality assurances. Chain stores would not be acceptable. Due to the limited amount of retail available, only smaller stores are preferred, however no set size or restriction is indicated. Presence Of Large Format Stores Versus Smaller Tenants: Small Size Retailers preferred Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 100% National Tenants: 0% Thomas Consultants Inc. 53 Number Of Rooms/Bed Base: 375 cottages, single-family homes and condos on 80 acres Indications Of Annualized Sales & Rental Rate Performance: n/a Patronage Statistics: • • The Emerald Coast area has a bed base of over 29,000 hotel/motel rooms with over 21,000 rooms in Panama City Beach, 5,244 hotel rooms in Pensacola, and an additional 2,950 rooms in Pensacola Beach. More than 7.3 million people visit the Emerald Coast annually and spend in excess of 1 billion USD. Planned Initiatives: Seaside • The community is in a process of a redevelopment which will see additional retail floorspace to the town centre area. Elements Of Success And/Or Failure: • • The Town is a model of new urbanism planning principles. Drawing on traditional American settlement patterns the retail center was designed as a downtown commercial district; the conference facility doubles as a town hall; and a portion of the recreation budget was dedicated to the creation of small civic amenities, including a chapel, a primary school, a fire station, and a post office, all to be shared by adjacent communities. Thomas Consultants Inc. 54 Major Activities & Attractions, Cultural Festivities & Events: • • • • • • • 30A Radio 107FM Seaside Bike Shop Movie & Games Rental Center Outdoor Family Movie* - amphitheatre Saturday Music Series* – amphitheatre Sunset Serenade Series* - amphitheatre Family Beach Blast* - Seaside Beach Poolside Bingo Kayak Adventure – Camp Seaside Walkabout Seaside Art Yoga – amphitheatre Events are made possible by the Arts & Entertainment Fee collected by the Merchants of Seaside. Additionally the Seaside Institute – the cultural heart of seaside – through its forums and conferences on architecture, planning and urban affairs, has become a dynamic resource for everyone interested in making communities better. The institute literally put the microscope on Seaside’s new urbanism living environment. Comments: Seaside • • • • • • • • • Numerous designers were utilized to give the community authentic character and a genuine variety of buildings. Public buildings were designed by architects selected for their known sympathy with the regional vernacular, and the private buildings were commissioned by the individual buyers. A master plan and zoning code regulate the buildings to ensure the creation of an urban environment similar to that of a small Southern town of the period before 1940. Prior to any construction, these standards were tested several times in university design studios and proved to be workable. In 2002 the average home sold for $989,086. Seaside was designed using the Charrette model, in which everyone involved in the project — architects, planners, engineers, environmental consultants, CAD operators, the client, local public officials and interested citizens— convenes for a concentrated one-week period to discuss developmental features. This model allows for the participation of everyone who is interested in the making of the development, whether they represent the interests of the clients, the regulators or the general public. Robert Davis, Seaside’s founder understood the importance of continuous research to ensure the residents of seaside enjoyed a full community life. For this reason Davis founded the Seaside Institute which holds forums and conferences on architecture, planning and urban affairs helping to make communities better. Seaside Commercial Division offers extensive research, marketing assistance and seminars on customer service, merchandising, accounting and more. Seaside Commercial Division offers extensive research, marketing assistance and seminars on customer service, merchandising, and accounting. Retailers must submit their store proposal and the retail establishment has to meet the criteria which includes uniqueness & focus of concept, level of involvement by the owner, and quality of the merchandise. Thomas Consultants Inc. 55 Seaside Seaside Retail, Commercial Layout Plan Thomas Consultants Inc. 56 Carmel-by-the-Sea - California Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: Carmel by the Sea u/a Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Specialty Retail/Services: 57% Food & Beverage: 42% Entertainment: 1% Identification Of Key Anchor Components (non retail): Golf, Coastline, Charming Architectural Town Size & Type Of Anchors: Family owned Grocery Zoning/Guidelines For Maximum Store Sizes: Based upon the various retail districts there is store size guidelines: Central Commercial = 8,000 sq.ft..; Service Commercial 12,000 sq.ft. and Residential/Commercial 32,000 sq.ft. Presence Of Large Format Stores Versus Smaller Tenants: There are primarily smaller shops in the central commercial core. Outside of the City limits, or areas immediately adjacent to Carmel, there are such stores as Albertson, Safeway. Chain restaurants are not allowed in Carmel. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 95% National Tenants: 5% Thomas Consultants Inc. 57 Number Of Rooms/Bed Base: Total bed base is 996, in the City Limits. This is incorporates hotels, inns, bed & breakfast accommodations. Indications Of Annualized Sales & Rental Rate Performance: Carmel by the Sea Prime retail $72-$180 per sq.ft. two blocks from this area $36-$48 per sq.ft. Rental rates in secondary locations average $21 per sq.ft. Patronage Statistics: • • • • • 8.1 million leisure and business travelers visit Monterey County annually (2004). The Monterey peninsula has 210 hotels/motels and 9,588 rooms (2005). Average total daily visitor expenditures per person are $122 and the average length of stay is 1.2 nights. The average visitor party size is 3.1 persons and 24 percent travel with children. The mean household visitor income is $71,600. Monterey County’s core market is the San Francisco Bay Area with the major competing areas being Napa/Sonoma and Lake Tahoe/Reno. Planned Initiatives: • • Residential developers received development credits for adding affordable housing into their developments. The City is not supportive of commercial growth. The City believes that additional commercial activity in Carmel could “unbalance the community in ways that would diminish its character and make it less of an attraction for visitors.” Elements Of Success And/Or Failure: • • • Carmel is positioned as a European Style retreat, a place where people can get away from everyday headaches and relax in the resort town’s small elegant inn’s, restaurants and shops. White sand beaches, numerous festivals and cultural activities, and it’s close proximity to famous Pebble Beach Resort make Carmel a unique and popular California destination. The town has historically pursued a vigorous strategy of planned development to retain its character of "village in a forest" and enhance its natural ambiance. Thomas Consultants Inc. 58 Major Activities & Attractions, Cultural Festivities & Events: • Carmel by the Sea • • • • • • • • • • • • • Carmel is surrounded by ten of the worlds greatest Golf Courses including: Pebble Beach, Spyglass Hill, and Spanish Bay. Annual events in the Carmel/Monterey area also include the famous Concours d'Elegance, celebritystudded AT&T Pebble Beach National Pro-Am, Callaway Golf Pebble Beach Invitational, Monterey Jazz Festival, Sea Otter Classic, Big Sur Marathon and numerous equestrian events. Carmel Bach Festival Carmel Music Society: Classical music performances at the Sunset Cultural Center. Carmel Shake- Speare Festival Intricacies of Taste: Wine tasting event at the Chateau Julien Winery. Vintage Affair: Specialty wine tasting event at the Chateau Julien Winery. Orchid Fair: Carmel Orchid Society's Annual Event. Display and sale of a large variety of orchid species. Carmel Art Festival Memorial Horse Show The Annual Art and Wine Festival – Located at the Barnyard Shopping Village. Stroll through the beautiful gardens, taste delicious cuisine, visit local artists and listen to the Easy Street Band while sipping wine from 15 local vintners. A silent auction is conducted to benefit a local charity. “The Taste of Carmel” - Annual Gathering of the best of Carmel's fine restaurants & Central Coast's Wineries. Carmel By the Sea Christmas Tree Lighting Ceremony Carmel Tomato Fest Comments: • • • • • • • Carmel Business Association is the marketing arm for the commercial area. Recently national real estate companies and developers have started showing an interest in Carmel with the purchase of the 75,000 sq ft Barnyard Shopping Village by SIMA Corporation. SIMA has announced that the property will be based around an international village theme and expand on it’s beautiful gardens and landscaping to create a vibrant outdoor shopping experience. Carmel has consistently been voted one of the top tourist destinations in the United States. Since the turn of the century, Carmel has been a Mecca for artists, writers, actors and playwrights intent on creating an intellectual and cultural oasis. Carmel features a European ambience where visitors are free to stroll through winding streets and explore secluded alleyways, courtyards and arcades. Carmel is highlighted by over 90 art studios and galleries, numerous antique shops, hundreds of boutiques and small intimate cafes and restaurants. Over 60 hidden courtyards promote exploration and highlight the pedestrian orientation of Carmel. In the surrounding area, visitors can see the spectacular Big Sur coastline, explore shops, wineries and restaurants in the Carmel Valley, visit the acclaimed Monterey Bay Aquarium, golf at Pebble Beach, and find endless opportunities to experience Monterey County. Thomas Consultants Inc. 59 Carmel by the Sea Carmel by the Sea Village Layout Plan Thomas Consultants Inc. 60 Profiled Cultural Towns Niagara On the Lake Ontario, Canada Leavenworth Washington, USA Woodstock Vermont, USA Quechee Village Vermont, USA Bend Oregon, USA Mill Valley California, USA Thomas Consultants Inc. 61 RETAIL MIX % of stores (# of stores) PROJECT NAME LOCATION Whistler Bristish Columbia Niagara On The Lake Quechee Village Annual Visitation ZONING ANCHOR SIZE TYPE GUIDELINE COMPONENTS OF ANCHOR STORE SIZES NON-RETAIL RETAIL SIZE RETAIL/ SERVICES FOOD/ BEVERAGE ENTERTAINMENT 768,000 60% (217) 38% (140) 2% (5) Ski Resort, Pedestrian Village, golf 9,480 2,000,000 Niagara On The Lake, Ontario 13,661 3.5 million 61% (73) 35% (41) 4% (5) Shaw Festival Fort George Wine Region Hartford, Vermont 2,500 n/a 60% (15) 32% (8) 8% (2) Woodstock Woodstock Vermont Leavenworth Leavenworth Washington City of Bend Bend Oregon Mill Valley Population REPRESENTATION OF TENANTS Mill Valley California LOCAL HOTEL ROOM BASE SALES OR RENTS Currently contemplati Limited to ng store Grocery & size Pharmacy restrictions in Vallage 70% 30% 5,500 Sales $600 - $700 Special Shops Yes Historic Preservatio n No 90% 10% Quechee Gorge Nature Destination Special Shops Antiques Yes No 100% 0% Special Shops General Store 29% (20) 0% (0) 1.5 million 54% (68) 43% (54) 3% (4) Bavarian Themed Mountain Village Safeway Yes No 95% n/a 66% (61) 31% (29) 3% (3) Mt. Bachelor Ski Resort Golf DT Main street Walmart Safeway No Yes 3% (2) Mt. Tamalpais Proximity to Recreation Mill Valley Market Depot Bookstor e Yes Yes 2,074 Thomas Consultants Inc. NATIONAL 71% (48) n/a 13,600 LARGE FORMAT STORES Covered Bridges History 3,500 52,029 IGA, Nestor's, Grocery Roots, Buffalo Bills LOCAL PRESENCE OF n/a 50,000 sq.ft. 1,250,000 sq.ft. 75% (48) 22% (14) Yes No 70% 30% UNIQUE FEATURES/AMENITIES There are zoning restrictions in the downtown relating to historic preservation. Locals drive out for $65-$100 shopping needs. Problem with Downtown retail in that there is high turnover of retail tenants. There are store restrictions over 10,000 sq.ft. Big box stores have conditional approval for those over 10,000 sq.ft. There are design criteria - The retailer must fit into the design pattern of the main street. Therefore stores $40-50 psf restrictions over 2000 sq.ft. Rental Rates are for the Historic Mainstreet area. 5% $18 per sq.ft. By having a parking bylaw in place, there are store restrictions over 10,000 sq.ft. in the downtown area. Locals leave the area for many of their shopping needs. 60% 40% $17-$21 $30-$36 Larger format stores can be found outside of the downtown historic district. 95% 5% $30-$38 Big Stores such as Albertsons & Rite Aid are located along the Highway Commercial. There are store size restrictions over 1,500 sq.ft. 62 Niagara On the Lake – Ontario, Canada Niagara on the Lake Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Food & Beverage: 35% (41 Establishments) Entertainment : 4% (5 Establishments) Specialty Retail/Service: 61% (73 Establishments) Identification Of Key Anchor Components (non retail): Shaw Festival, Historic Fort George. The surrounding wine region. Size & Type Of Anchors: Specialty Gift Shops in the Downtown Core: The Christmas Shop, The Irish Shop, Le Beau Chapeau. These shops are all under 1000 sq.ft. in size. Zoning/Guidelines For Maximum Store Sizes: There are zoning restrictions in the downtown historic area of Niagara on the Lake that are related to heritage preservation. • In the Province of Ontario you are not allowed to have any discrimination against the types of stores that choose to locate in your town. • The city has parking guidelines that must be met in the downtown core, this somewhat restricts the types of stores that locate in the area, as large surface parking cannot be accommodated here. • Presence Of Large Format Stores Versus Smaller Tenants: The shopping street contains primarily smaller size stores. It is a small area approximately four blocks long and 1 block wide. Large big box stores are located on the Highway Corridor, ie Leon’s Furniture. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 90% National Tenants: 10% Thomas Consultants Inc. 63 Number Of Rooms/Bed Base: A mix of bed & breakfasts, cottages, hotels and inns. Indications Of Annualized Sales & Rental Rate Performance: Niagara on the Lake Rental rates on the main shopping street range from $65 sq.ft., to $100 per sq.ft. Patronage Statistics: Planned Initiatives: Elements Of Success And/Or Failure: • The continued success of the Shaw Festival along with the attraction and proximity of the wine region has sustained the success of the Niagara On The Lake region. • While retail in it self is an attraction, there is the problem that is somewhat transient, especially in the last 10 years, retail rents are high, and some retailers have trouble in keeping momentum throughout the year. There are a core group of retailers, newer retailers come and go. • The downtown area is seen by locals as a tourist shopping area and do not patronize the shops on a regular basis. They do shop outside of Niagara, the city of St. Catharine's is 15 minutes away, and many go cross border to the United States and patronize outlet malls. Major Activities & Attractions, Cultural Festivities & Events: Shaw Festival Wineries; Winery Dinner Series Niagara Grape & Wine New Vintage Festival Historic & Heritage Buildings Golf Bicycle Tours Walking Tours Fort George National Historic Site of Canada Thomas Consultants Inc. Chamber Music Festival Antique Fair Garden Tour Home Tour Heritage Days Artists Studio Tour Art Show Canada Day Celebrations Cherry, Peach Festival Niagara Equestrian Festival Loyalists & American Revolution (Reenactments/Festival) Air Show Santa Claus Parade Christmas Candlelight Tour 64 Comments: Niagara on the Lake Located 83 miles south of Toronto, Ontario; 32 miles north of Buffalo, NY; 251 miles North of Detroit, MI; 15 minutes from Niagara Falls. The region hosts numerous festivals throughout the year that celebrate its natural resources, including wine, fruits and vegetables. Niagara-on-the-Lake presents a branded and coherent image for visitors to recognize. The region receives marketing funding from the Ontario Tourism Marketing Partnership Corporation. Events, festivals, wineries, merchants and restaurants actively cross-market the regions diverse attractions. More than 600,000 tickets have been sold to Festival plays each year and economists say the Festival has a $170-million annual impact on the Stratford economy. The season now runs seven months, from mid-April to early November. District has a 56 km walking/rollerblading/cycling trail as well as offering a variety of water sports. Thomas Consultants Inc. 65 Niagara on the Lake Village Map Niagara on the Lake Downtown Shopping District Queen Street Fort George Festival Theatre Thomas Consultants Inc. 66 Quechee Village, Vermont USA Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: u/a Quechee Village Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Food & Beverage: 32% (8 Establishments) Entertainment : 8% (2 Establishments) Specialty Retail/Service: 60% (15 Establishments) Identification Of Key Anchor Components (non retail): Gorge, Nature Destination for Urban Residents Size & Type Of Anchors: Simon Peace Pottery/Glass, Antique Shops Zoning/Guidelines For Maximum Store Sizes: Zoning restrictions for stores over 10,000 sq.ft.. Big box stores have conditional approval on those over 10,000 sq.ft. There is a rigorous review process that includes review of traffic, character of the store and off site impact. The store use/merchandise is not judged. Presence Of Large Format Stores Versus Smaller Tenants: Discourage large stores over 10,000 sq.ft. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 100% National Tenants: 0% Thomas Consultants Inc. 67 Number Of Rooms/Bed Base: A mix of locally owned and hotel chains and inns; convention facility; bed & breakfasts Indications Of Annualized Sales & Rental Rate Performance: Patronage Statistics: Quechee Village Planned Initiatives: Elements Of Success And/Or Failure: Retaining small town charm. Major Activities & Attractions, Cultural Festivities & Events: Quechee Gorge (a.k.a. Grand Canyon of the East) Two championship Golf Courses Ski Facilities Beach Water Sports Annual Hot Air Balloon and Crafts Festival Quechee Gorge Village (antiques and specialty goods Simon Pearce Glass Blowing & Pottery Facility Quechee Balloon Festival & Craft Fair Thomas Consultants Inc. 68 Comments: Quechee Village The village of Quechee was once a small mill town. One of the first sites in Vermont to be developed as a four-season resort community (Quechee Lakes). Population is approximately 2500 residents. Quechee is one of five unincorporated villages in the town of Hartford. The village is located only a few minutes from Woodstock. Natural beauty, New England traditions, and small town charm makes Quechee a destination. The community favour mixed use development. Smaller incubator small shops are favoured. Retail in the community is supported by golf visitors in summer, in winter nearby Killington visitors come to shop in Quechee Village. Locals drive out of the town for their shopping needs to the nearby town of Hartford. Their busiest retail season is summer and fall. In winter they do get day visitors. Thomas Consultants Inc. 69 Quechee Village Thomas Consultants Inc. 70 Woodstock – Vermont Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: Approximately 50,000 sq.ft. of retail Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Food & Beverage: 29% (20 Establishments) Entertainment : 0%(0Establishments) Specialty Retail/Service: 71% (48 Establishments) Woodstock Identification Of Key Anchor Components (non retail): Small town charm, Covered Bridges Size & Type Of Anchors: F.H. Gillingham and Sons (general store) Zoning/Guidelines For Maximum Store Sizes: There are design criteria, that the retailer must fit into the design pattern of the main street. No maximum store size restrictions. However due to the historic structures on Main Street, most stores are not over 2000 sq.ft Presence Of Large Format Stores Versus Smaller Tenants: Primarily smaller stores under 2000 sq.ft. The largest store is the General Store. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 70% National Tenants: 30% Thomas Consultants Inc. 71 Number Of Rooms/Bed Base: A mix of Bed & Breakfast, Historic Homes, Inns, Cabins, Motels, Resorts and Campgrounds. Indications Of Annualized Sales & Rental Rate Performance: Rents average $40-$50 per sq.ft. on Main Street Patronage Statistics: (2003) Woodstock The average day visitor spent $51 The average overnight visitor spent $166 49.2% of visitors were out of state; 25% were day trippers Visitor Volume by Season: Winter 31.4%; Summer 40.2%; Fall 21.5%; Spring 6.9% 52.6% of visitors stay in Hotel/B&B/Inn; 33.3% stay with friends/family Planned Initiatives: Elements Of Success And/Or Failure: Described as “the prettiest small town in America”. Small town charm with great food, historic bed and breakfasts and numerous shops for art and antiques. Major Activities & Attractions, Cultural Festivities & Events: Marsh-Billings-Rockefeller National Park (Vermont's only National Park) Marsh-Billings Rockefeller Estate – Historic Home Tour Biking, Billings Farm & Museum Fishing, Covered Bridges (3 in the vicinity) Canoeing, Killington Ski Area Golf, Festivals: Apples and Crafts Fair, Tennis, October Hiking, Walking Trails Fourth of July Fall Foliage Memorial Day Weekend December Wassail Weekend Thomas Consultants Inc. 72 Comments: Woodstock First settled in 1768, it was a farming community. It became a year-round resort in 1892 when the Woodstock Inn first opened. To preserve the architectural heritage of the area, most of the Village is included in a Historic District. The streets are lined with 19th Century homes, churches and antique shops, specialty boutiques and cafes. The area around the central square of the town is referred to as "The Green" and is considered one of the most prestigious places to live in Vermont. Many of the shops feature artisans and their crafts, ie glass blowing, jewellery, and painters. Woodstock is located in central Vermont approximately 114 miles northwest of Boston, Massachusetts. While there is no store size restrictions, there are other restrictions that stops big box stores from located in Woodstock, there is not sufficient pedestrian or vehicle traffic for these stores. In addition the community does not support big box stores. There is a buffer around the Main Street district in regards to store, ¼ of a mile outside of the Mainstreet there is a buffer, outside of this buffer larger stores may locate. Est. population in July 2004: 3,235 Thomas Consultants Inc. 73 Woodstock Thomas Consultants Inc. 74 Leavenworth – Washington, USA Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: u/a Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Food & Beverage: 43% (54 Establishments) Entertainment : 3% (4 Establishments) Specialty Retail/Service: 54% (68 Establishments) Leavenworth Identification Of Key Anchor Components (non retail): Bavarian Architecture, Mountain Village Setting Size & Type Of Anchors: Safeway Zoning/Guidelines For Maximum Store Sizes: By having a parking bylaw in place, stores under 10,000 sq.ft. do not have to provide parking, those over 10,000 sq.ft. must provide parking, this restricts large size users. Architectural guidelines, must be in a Bavarian theme, this limits the possibility of chain and national stores. Presence Of Large Format Stores Versus Smaller Tenants: Primarily smaller independent stores. They do discourage franchises, but they are not kept out. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 95% National Tenants: 5% Thomas Consultants Inc. 75 Number Of Rooms/Bed Base: Bed & Breakfast, Hotel, Motel, Lodges, Inns, Cabins, Condos, Homes, Camp Grounds and RV Indications Of Annualized Sales & Rental Rate Performance: Rental Rates average $18 per sq.ft. Leavenworth Patronage Statistics: Total Visitor Expenditure in 2004 (Chelan County) was: $254.4 million Accommodation $62.6 25% Food & Beverage $85.9 34% Food Stores $16.9 7% Arts & Entertainment $45.9 18% Retail $43.1 17% Planned Initiatives: City is working a Central Commercial District plan, which will ensure new construction be composed of mixed use developments with retail at grade. Elements Of Success And/Or Failure: An architectural styled Bavarian Village. Scenic vistas as it is located on the eastern slopes of the central Cascade Mountains. In regards to retail they do have problem areas – some interior mall corridors do not do as well as their mainstreet locations. Locals typically do not shop in the downtown core, they travel to the nearby community of Wenatchee. Thomas Consultants Inc. 76 Major Activities & Attractions, Cultural Festivities & Events: Leavenworth Christmas Festival Ice Festival International Choral Festival German style “Maifest” Christkindlmarkt Leavenworth International Accordion Celebration Annual Icicle Creek Chamber Music Festival Kinderfest Autumn Leaf Festival Taste of Leavenworth Food Festival Nutcracker Museum Wine Tasting & Sales Leavenworth Summer Theater Golf Hiking Cross Country Skiing Mountain Biking Comments: The town is known for its specialty shops, numerous choices for cozy accommodations, and an active calendar offering a year-round schedule of festivals, music and live theater. In the early 1960’s, the sawmill closed and the railroad was rerouted, the city change Leavenworth’s appearance, hoping to bring tourism into the area. Using the beautiful backdrop of the surrounding Alpine hills to their advantage, the town agreed to remodel their hamlet in the form of a Bavarian village. The retail does fairly well along mainstreet, although retailers along interior courtyards do see more retail shops coming and going. Most of the shopping done downtown is done by tourists. Locals will drive to Wenatchee, approximately 25 minutes for many of their shopping needs. Thomas Consultants Inc. 77 Leavenworth Downtown Shopping District Thomas Consultants Inc. 78 City of Bend – Oregon, USA Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: u/a Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Food & Beverage: 31% (29 Establishments) Entertainment : 3% (3 Establishments) Specialty Retail/Service: 66% (61 Establishments) City of Bend Identification Of Key Anchor Components (non retail): Vibrant Downtown Community, Mt. Bachelor ski resort is nearby, Golf Size & Type Of Anchors: Walmart, Safeway, & Other Big Box Stores Zoning/Guidelines For Maximum Store Sizes: There are no store size restrictions in Bend as stores from independent shops to Walmart can be found. However the downtown is an historic area and has some architectural restrictions. Presence Of Large Format Stores Versus Smaller Tenants: Larger format stores can be found outside of the downtown historic district. There are several shopping areas in Bend, Downtown, The Old Mill Shops, Highway commercial Highways 97 l which includes the outlet centers as well as Cascade Village Shopping Center which has such stores as Bed Bath and Beyond, PetsMart, Best Buy, GI Joes, Food 4 Less, Ross Dress for Less, and Cost Plus World Market. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 60% National Tenants: 40% Thomas Consultants Inc. 79 Number Of Rooms/Bed Base: 5600 rooms in resort, bed & breakfast, Inns and hotels. Indications Of Annualized Sales & Rental Rate Performance: Rental rates in range from $17-21 psf. In prime areas they range from $30 to $36 psf. Factory Outlet Centre rents range $16 to $21 per sq. ft. City of Bend Patronage Statistics: Bend draws more than five million daytrip visitors a year. Overnight visitors to the region was 2.1 million in 2004. Their busiest tourist months are May to September and the month of December. The Downtown businesses indicate that tourists comprise 22% of their sales. Visitors are primarily from Oregon, Washington, California and Florida State. Overnight visitors stay approximately 3.2 days, with income levels measuring: 36% with incomes $75,000+; 23% income $50,000 to 74,000; and 33% with income $25,000 to $49,000. Top likes identified for the area included: Family Atmosphere 75%; Worry Free Environment 74%; Sports & Recreation 71%; Sight Seeing 64%. Planned Initiatives: • • • The town is currently is involved in a Community Vision Process. The study’s objective is to review the rapid economic development & growth, and to provide direction for the City to retain their character. A master plan for downtown Bend and the surrounding areas is currently underway. A Central Area Plan was completed in 2005, which had extensive recommendations which included the preservation of the Historic Downtown area and emphasize its role in the retail heart of the City, to encourage pedestrian & bike pathways, sidewalk/street enhancement and improved transportation circulation. Elements Of Success And/Or Failure: City of Bend is experiencing rapid growth, with the population growing 58% between 1995 and 2005. Downtown retailers have actually seen sales declines as residents are shopping in newer shopping districts: Old Mill District and Cascade Village Shopping District. Thomas Consultants Inc. 80 Major Activities & Attractions, Cultural Festivities & Events: City of Bend Art Galleries Art Tours including “Art in Public Places” and “Bend Heritage Walk” Bend Film Festival High Desert Museum – Indoor/Outdoor Exhibits, Naturalistic Animal Habitats Working Wonders Children’s Museum Bend Theatre for Young People Central Oregon Symphony Orchestra The Tower Theatre – Performing Arts Center Les Schwab Amphitheatre – 8,000 seat amphitheatre Old Fashioned Christmas Parade Bend Winterfest, Bend Spring Festival Balloons Over Bend Summer Sunday Music Series Bend Summer Festival Cascade Festival of Music – Classical Comments: Bend has a population of approximately 71,000 residents. In the 2005 Census, Bend was identified as the 6th fastest growing metropolitan area in the United States. Bend covers 32 square miles and is noted for its scenic setting, mild climate, year-round recreational opportunities, and growing economy. Mt. Bachelor ski area became the catalyst for the visitor industry which simultaneously generated industrial and commercial expansion. Wood products are still the leading economic factors with tourism also being the second largest industry. Bend is also the retail center of Central Oregon. The Downtown Historic area does a have a seasonability problems, due to the tourist season fluctuations. The downtown core has primarily independent retailers. Thomas Consultants Inc. 81 City of Bend Cascade Village Shopping Center Thomas Consultants Inc. 82 Mill Valley – California, USA Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: Approximately 1,250,000 sq.ft. total retail Estimated Merchandise Mix Of Retail, Food & Beverage & Entertainment: Food & Beverage: 22% 14 Establishments) Entertainment : 3% ( 2 Establishments) Specialty Retail/Service: 75% (48 Establishments) Identification Of Key Anchor Components (non retail): Mill Valley Mt. Tamalpais, Proximity to Recreation areas. Size & Type Of Anchors: Mill Valley Market (grocery store); Depot Bookstore Zoning/Guidelines For Maximum Store Sizes: • • The City discourages large format stores, big box retailers and franchise operators to locate in their downtown district. Any retailer over 1,500 sq.ft. must go thru a conditional use permit process, a public hearing process (Citywide) to obtain occupancy license in the City. Presence Of Large Format Stores Versus Smaller Tenants: • • Many of the building owners in the downtown core cooperate with this, they do not lease stores to franchise or national chains. Banana Republic is in town, but this was the original concept store that The Gap purchased. The downtown is comprised with independent locally owned retailers. The residents of Mill Valley are strong supporters of their downtown and patronize the retailers. While the City does have a considerable number of tourists, and day visitors the downtown has avoided the presence of T-shirt shops, souvenir stores. Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 95% National Tenants: 5% Thomas Consultants Inc. 83 Number Of Rooms/Bed Base: Lodges, Inns, Bed & Breakfast Indications Of Annualized Sales & Rental Rate Performance: Rental rates average $30 to $38 on the main street shopping district. Patronage Statistics: • Two million visitors annually. • 57.6% of all San Francisco visitors do a day trip into the Mill Valley area. Mill Valley Planned Initiatives: • The City is currently involved in a Miller Avenue Plan Study (the downtown area). The objectives of the study are to develop ideas that will improve the quality of the street, both in its function and aesthetics, and identify opportunities for sensitive infill development. • The city is encouraging new development in the form of mixed use, retail at grade, residential with an element of affordable low income housing as well. Elements Of Success And/Or Failure: • Mill Valley a town surrounded by national parks. It is a walkable & accessible community. • The town has a low key, back to nature atmosphere that has attracted an eclectic mix of people have chosen to live there from rock stars to artists, nationally known authors, business executives and left leaning politicians. • It is a 30 minute drive to downtown San Francisco. • Rising housing costs have put pressures on affordable housing. Major Activities & Attractions, Cultural Festivities & Events: • • • • • • • • • • • Gourmet Food & Wine Tasting Mill Valley Film Festival Mountain Biking Mill Valley Fall Arts Festival Hiking Mill Valley Centennial Celebration Bird Watching Memorial Day weekend “Walk into History” Garden Tour Summer Mozart Festival Dipsea Race, America’s oldest cross country running event, 1905 Muir Woods National Monument, home to 560 acres of old-growth redwood trees Green Gulch Farms & Zen Center Mt. Tamalpais Mountain Play, June, outdoor amphitheatre Thomas Consultants Inc. 84 Comments: Mill Valley Mill Valley is a city located in Marin County, California, is located approximately 10 minutes north of San Francisco, off the Golden Gate Bridge. In July 2005, CNN, ranked Mill Valley tenth on its list of the 100 Best Places to Live in the United States. The city is named for a saw mill established by John Reed in the 19th century, the site of which is now Old Mill Park. When the wooded area had been completely logged over, it was divided into small and irregular building lots, which were sold at auction. Many of the vacation homes built at that time were converted to residences during the Great Depression of the 1930s, especially after the Golden Gate Bridge eased access to San Francisco. It is now an affluent residential suburb, much of which is reached by narrow, winding roads built in the early 20th century. Median home price is $874,508. There are approximately 18,000 residents. The limited amount of national retailers and big boxes such as Albertsons, Rite Aid that are in Mill Valley and are located along the Highway commercial areas. The City has a program “Sustainable Mill Valley” that encourages citizens to shop first in town and support their local businesses. Thomas Consultants Inc. 85 Mill Valley Thomas Consultants Inc. 86 Mission Hill Winery Amphitheatre Kelowna, British Columbia Profiled Cultural Venues & Amphitheatres Banff Centre Banff, Alberta Peter Britt Music Festival Jacksonville, Oregon Stratford Festival Stratford, Ontario Shakespeare Festival Ashland, Oregon, USA Wolf Trap National Park Vienna, Virginia Santa Barbara Bowl Los Angeles, California Thomas Consultants Inc. Red Rocks Denver, Colorado Aspen Institute Aspen, Colorado 87 The Aspen Institute – Aspen, Colorado • • • Aspen Institute • • • • The Aspen Institute is a U.S. nonprofit cultural organization founded in 1950 dedicated to "fostering enlightened leadership and open-minded dialogue." The institute is headquartered in Washington, D.C. and has campuses in Aspen, Colorado (its original home), New York City, Santa Barbara, California, and Queenstown, Maryland. The institute holds regular seminars, policy programs, conferences and leadership development initiatives, with the goal of promoting nonpartisan inquiry and "an appreciation for timeless values." Funded by foundations such as the Carnegie Corporation, The Rockefeller Brothers Fund and the Ford Foundation, by seminar fees, and by individual donations. The Aspen Institute started the Aspen Music Festival and the Aspen International Design Competition. The Aspen facilities has since grown to incorporate the Aspen Meadows Resort which includes lodging facilities and guest amenities. The Resort hosts private functions. Location • Located in Aspen’s West End, 1 mile from the City Centre on 40 acres. Facilities Plato's (Restaurant) Aspen Institute Art Gallery 15,000 sq.ft. of meeting space Auditorium (Harris Hall) Aspen Meadows Resort Restaurant (seating up to 150 people) - 98 guest rooms (range from 600 to 1200 sq. ft.) - 12 Meeting Rooms - Benedict Music Tent Events • • • • • • • Aspen Ideas Festival Aspen Film Festival Aspen Food & Wine Festival Aspen Music Festival An Evening of Words and Music McCloskey Speaker Series (speakers ranging from world renowned politicians, journalists, artists, musicians, professors leading news makers) Aspen Institute Programs for Youth: High School Debate Workshop, High School Great Ideas Seminar Comments • Doerr-Hosier Meeting Center is under construction. The 23,000 square foot center is scheduled to open in April, 2007, the state of the art technology the center will host four new meeting areas. Thomas Consultants Inc. 88 Aspen Institute Benedict Music Tent Thomas Consultants Inc. 89 The Banff Centre – Banff, Alberta • • • • • The Banff Centre is an arts, cultural, and educational institution and conference facility. The Centre is a leader on the local, national and international stages in the development and promotion of creative work in the arts, sciences, business, and the environment. Founded in 1933 by the University of Alberta, Department of Extension, with a grant from the U.S. based Carnegie Foundation, The Banff Centre began with a single course in drama. In 1978, Alberta government legislation granted The Banff Centre full autonomy as a non-degree granting educational institution under the governance of an appointed Board. The Banff Centre employs a full-time staff of over 450 employees. Banff Centre Location • Banff Centre is located 10 minutes away from downtown Banff. It is in walking distance of town and there is a shuttle bus service as well. Facilities • Banff Centre covers 43 acres; with buildings that range from meeting spaces, classrooms, recital halls, workshop rooms, theatre spaces, gallery space, dining rooms, restaurants, and accommodations. Events Banff Television Festival Summer Concerts Series Jazz Series, Opera Productions Banff Festival of Mountain Films Writers Studio Lecture Series Several Classical Music Competitions Leadership Development at The Banff Centre Gallery Exhibitions Midsummer Ball Comments • The Banff Centre in is the process of a revitalization that will see the addition of facilities , the addition to several buildings and overall improvements to existing buildings. Work has started in spring 2006 and work will be completed in 2008. Thomas Consultants Inc. 90 Thomas Consultants Inc. 91 Stratford Festival Location Stratford, Ontario; 2 hours southwest from Toronto; 3 hours north from Detroit Events Stratford Book Festival Weekly Writers Series (summer Sunday’s) Summer Music Festival Art in the Park & Craft Sale (summer months) Weekend Travel Packages Unique Branding Strategy Home of the largest classical repertory theatre in North America Quality Theatre productions; Short Holiday Destination Attracts well known actors Comments In the early 1950s, seeing the economy of his home town endangered by the withdrawal of the railway industry, founder Tom Patterson came up with the idea to start a theatre festival. Stratford Festival started by doing two plays written by William Shakespeare, the Festival grew to include music and plays by other great playwrights - from the ancient Greeks to contemporary writers. The season now runs seven months, from mid-April to early November. The Festival's first four seasons were played in a tent, which was erected each summer over a concrete amphitheatre. In 1957 a permanent theatre was built. During the 1996 season, work began on a $15.6-million renewal. There are now four theatres. More than 600,000 tickets have been sold to Festival plays each year and economists say the Festival has a $170-million annual impact on the Stratford economy. The area has many bed & breakfast accommodations, hotels and restaurants. Thomas Consultants Inc. 92 Shakespeare Festival Location Ashland, Oregon; 285 miles south of Portland Events Backstage Tours Opening Night Dinner Festival Noon Talks Summer Concerts Unique Branding Strategy Outdoor Theatre Access to Outdoor Amenities (hiking, river rafting) Small Town Charm of Ashland Comments The festival traces its roots back to the Chautauqua movement, which brought entertainment to rural areas of the country in the late 19th century. Angus L. Bowmer, a teacher from the Oregon University, proposed producing a “festival” of two plays in conjunction with the City of Ashland’s Fourth of July celebration. Money was provided by the City. The Oregon Shakespearean Festival was officially born on July 2, 1935 as a summer festival, it was incorporated in 1937. Today the annual festival runs from mid-February to October every year and presents 11 plays in three unique theaters and presents not only Shakespeare, but premiers and theatre classics. The Oregon Shakespeare Festival sells more than 381,000 tickets to theatergoers where Ashland’s population is only 20,000, during its 8 1/2-month season, demonstrating its ability to attract visitors. The town of Ashland features art galleries, boutiques, and restaurants. The festival receives funds from the Paul G. Allen Family Foundation. Thomas Consultants Inc. 93 Peter Britt Music Festival Location Jacksonville, Oregon; 1 day's drive from Seattle or San Francisco Events Music Workshops Informal Music in the Morning Concerts Educational Music Camps Unique Branding Strategy Outdoor Theatre Venue Spectacular scenery & casual, relaxing atmosphere Comments Located in the historic 1850s gold rush town of Jacksonville, the Britt festival presents dozens of summer concerts, featuring world-class artists in classical music, dance, jazz, blues, folk, bluegrass, world, pop and country music. The festival is held on a hillside estate of gold rush era pioneer Peter Britt, who upon visiting the site the founder of the festival thought that the acoustics and natural vista would provide a venue for a music series. In the summer of 1963, volunteers erected a makeshift stage of plywood and strung tin- can lights above. A small chamber orchestra was assembled and first summer outdoor music festival was started. Britt Festival offered classical music exclusively until the present pavilion was constructed in 1978. The Festival operates from June to September with over 45 performances. Capacity is 2,200. The Britt Park is publicly owned by Jackson County and maintained by the Parks Department. The Britt Festivals Association is a non-profit performing arts organization which utilizes the Britt Park under a long-term lease with Jackson County. The Town of Jacksonville is designated a National Historical Landmark. Thomas Consultants Inc. 94 Wolf Trap National Park for the Performing Arts Location Vienna, Virginia (20 Minutes from Washington, DC) Events Concerts, Theatre, Dance, Opera Children’s Theatre-in-the-Woods Holiday Sing-a-Long Wolf Trap Gala Wolf Trap Ball Art Show & Sale Theme Weekends Unique Branding Strategy America’s only National Park for the Performing Arts Artistic & education programs Comments 168 acre National Park. 6,800 seat indoor/outdoor theatre. The Barn’s at Wolf Trap – indoor venue seats 382. The Park also features walking trails with interpretive signs. The only park that allows patrons to bring their own food and drink before and during performances. “Meals Beneath the Moon” – patrons can order gourmet picnics with suggested wine. Thomas Consultants Inc. 95 Santa Barbara Bowl Nestled in the foothills of Santa Barbara, the Santa Barbara Bowl is a premier example of 1930s WPA Craftsman-style architecture and melds decades of music and vistas in ways no other open-air venue in America can. Seating 4,562 total seats with flexible seating in the floor sections and 24 wheel chair accessible seats. Location 90 minutes north of Los Angeles (approximately 90 miles). Red Rocks Amphitheatre Countless artists have released video footage of their performances at Red Rocks Amphitheatre including U2. Anyone who has seen a concert surrounded by the natural beauty and grandeur of Red Rocks can understand why. How can other venues compare to Red Rocks' acoustic perfection beneath the starry Coloradoosky Seating Seating for over 9,000 people. Location Red Rocks Amphitheatre is located near Morrison, 15 miles west of Denver. Thomas Consultants Inc. 96 Mission Hill Winery Amphitheatre The Mission Hill Winery Amphitheatre is covered by natural grass and carved out of the landscape to mesh in within its surroundings. The theatre is home to cultural events, concerts, plays, and production readings. Okanagan Lake and the Vineyards provide a visceral backdrop to the amphitheatre, which is programmed with events such as “Bard on the Vine” Shakespeare series each summer. Seating Seating for 600 People Location Mission Hill Winery Amphitheatre is located in Kelowna, BC Canada, a five hour drive or one hour flight from Vancouver. Thomas Consultants Inc. 97 Profiled Spas & Wellness Miraval Catalina, Arizona El Monte Sagrado Taos, New Mexico The Oaks at Ojai Ojai, California Ojai Valley Inn & Spa Ojai, California Thomas Consultants Inc. 98 The Oaks at Ojai – Ojai, California Location Context: The Oaks is located in the Ojai Valley approximately a 90 minute drive from Los Angeles. The resort is located in the town of Ojai, a community known for as an active art community, spiritual retreat and spiritual sanctuary. Key Attractions: Spa – featuring services such as massages, wraps and reiki. Gourmet Spa Cuisine Fitness Center/Fitness Activities & Programs Swimming Pool Educational Classes in Wellness & Nutrition Indoor hot tub with trickling fountain Eucalyptus Steam Room Redwood Sauna Outdoor Hot Tub Hair and Nail Salons Art Gallery Accommodations: Accommodations at the Spa include Private Rooms as well as Cottages located near the pool and Garden Area. Comments: Local amenities include year round golf, tennis, hiking, biking and rollerblading, trails, horseback riding, art galleries and local theater. The facility can accommodate 82 guests and has 110 employees. Thomas Consultants Inc. 99 Ojai Valley Inn & Spa – Ojai, California Location Context: The Ojai Valley Inn & Spa is located 73 miles northwest of Los Angeles and 14 miles from the Pacific Ocean in the town of Ojai, California. Key Attractions: Wedding ceremony sites Reception sites including the Hacienda Ballroom, the Anacapa Ballroom, the Shangri La Pavilion, the Fragrance Courtyard and the Big Red Barn. Golf course. Five cafes/restaurants including Maravella, Oak Grill, Swim Club, Café at the Spa and Jimmy’s. Spa Retail Shops (Pending) Accommodations: The Ojai Valley Inn & Spa has 305 deluxe guest rooms, including suites, many with fireplaces and most with private balconies or patios overlooking the golf course and nearby mountains. All rooms have king or double beds. Comments: The resort has over 20,000 s.f. of meeting and banquet space. The spa is approximately 31,000 s.f. The 31,000-square-foot spa contains twenty-eight treatment areas, including five facial rooms, four body treatment rooms and eleven massage rooms, six with fireplaces. Additionally, Spa Ojai has a private treatment room in the third floor penthouse. Services provided at the Spa include Massage, Skin Care, Waxing, Body Treatments, Maternity Services and Just For Men Services. Thomas Consultants Inc. 100 El Monte Sagrado – Taos, New Mexico Location Context: The El Monte Sagrado Resort and Spa is located 110 miles north of Albuquerque in the town of Taos, New Mexico. The resort is approximately a 3 hour flight from Los Angeles, a 1 hour flight from Denver, 1 hour and 45 minutes from Dallas, 3 hours from Chicago and 6 hours from New York. Comments: The natural environment is the focal point of the resort. For instance, at the heart of El Monte Sagrado is the Sacred Circle. A green space of 80-year-old cottonwood trees bordered by waterfalls, stone water sculptures, a wooden footbridge, a trout stocked pond and an abundance of regional flora and foliage. This protected space is a place to meditate, contemplate and relax. Key Attractions: World Class themed accommodations An Aqua Center that includes a plunge pool, wading pool and hot tub State of the Art Fitness Center The Anaconda Bar which features an 1,100 gallon salt water aquarium “The Gardens” casual dining venue De La Tierra Restaurant – A Fine Dining Venue An Executive Chef and a weekly wine class A Spa that offers sacred time treatments, body treatments, facials, fitness classes, body polish, massage body therapies and hand/feet treatments Boardroom facilities for Corporate Retreats “TheSalon” which can accommodate 48 people for a wedding reception or small meeting A private library that accommodates 30 people and includes a fireplace, a plasma screen TV and a billiards table. A Private Wine Room with capacity for 8 people. The Angladas Building which accommodates 200 people. The main room has staging, lighting and sound. The outdoor patio can accommodate up to 80 people and is designed for weddings and receptions. Museums and an Artist Colony to explore in the town of Taos Outdoor activities in the surrounding vicinity Accommodations: The resort includes 36 Suites and Casitas inspired by Native American culture, foreign lands and local artists. Each accommodation is unique and fall into one of four different categories including Native American Suites, Casitas, Premier Suites and Global Suites. Thomas Consultants Inc. 101 Caribbean Casitas The Salon Thomas Consultants Inc. Magpie Casitas The Private Wine Room Mayan Casitas Tribal Casitas Corporate Meetings Trout Casitas The Library 102 Miraval – Catalina, Arizona Location Context: Miraval is a desert resort located 20 miles north of Tuscon, Arizona. The resort is situated to the east of the Coronado National Forest. Key Attractions: The Spa is the center piece of the resort. It includes massage/hydrotherapy suites, a complete salon, a Quiet Room and luxury locker rooms with wet steam, dry sauna and private whirlpools. The spa offers more than 100 different treatments including Ayurvedic Treatments, Acupuncture, Chi Nei Tsang, Shiatsu, Jin Shin Jyatsu and Tager. Activities including Golf, Tennis, Fitness Programs, Nutritional Programs, Creative Expression Exercises and Activities, Educational Activities, Challenge Activities, Meditation and Yoga. Conference facilities for corporate meetings, presentations and retreats. Dining facilities. Outdoor Pools. Fitness Center, Olypmic Pool, Exercise Pools, Tennis Courts. Accommodations: The resort includes 106 casually elegant casta-style rooms situated in 5 villages. Room types available include Presidential Suites with fireplaces, Executive Suites, Miraval rooms with fireplaces, Catalina Rooms, Deluxe Double/Double rooms and King/Queen Rooms. Comments: Ranked as the #1 resort and spa by the prestigious Zagat Survey and the readers of Conde Nast magazine. Miraval is a destination resort where "mindfulness" is a way of life, a powerful way of approaching our lives to promote health and enjoy life. Thomas Consultants Inc. 103 Presidential Suites Executive Suites Miraval Rooms With Fireplaces Catalina Rooms Deluxe Rooms Anasazi Room Catalina Room Navajo Room Thomas Consultants Inc. 104 Water Features and Streams Located Adjacent to Spa to Create Atmosphere of Tranquility Group Center Conference & Meeting Rooms The Spa at Miraval Yoga Center Village Accommodations Village Accommodations Circulation through the Project is Circular Thomas Consultants Inc. 105 Profiled Public Markets, Wineries & Culinary Mission Hill Winery British Columbia, Canada Tinhorn Creek British Columbia, Canada Summerhill Winery British Columbia, Canada Granville Island British Columbia, Canada Portland Public Market Portland, Maine Copia - the American Center for Wine, Food & the Arts Napa Valley, California Thomas Consultants Inc. Culinary Institute of America New York 106 Wineries Mission Hill Winery British Columbia, Canada Thomas Consultants Inc. Summerhill Estate Winery British Columbia, Canada Tinhorn Creek British Columbia, Canada 107 Mission Hill Family Winery Mission Hill Family Winery - Westbank, BC, Canada Approximate Tenant Mix Of Retail, Food & Beverage & Entertainment Components: 120,000 sq ft complex on 700 acres, with 200 acres under long term contact with growers. Terrace Restaurant at 2,500 sq ft (May to October al-fresco restaurant & all with locally grown ingredients) Chef’s Table 500 sq ft (up to ten guests with 7-course meal & wine pairings) Wine Shop & Tasting Room 3,000 sq ft Entertainment including tours, outdoor amphitheatre in summer months, holding concerts & cultural events, plays, productions & readings Number Of Rooms/Bed Base: No guest accommodations at the Winery itself. Indications Of Annualized Sales: Total Wine Sales: 14,000 cases (12 Bottles per case) per annum. Patronage Statistics: General Statistics for Okanogan Region: 48% of all visitors derive from within BC, 36% from outside BC (within Canada), 9% from the US and 6% from overseas. Over half (51%) have completed university degrees and 35% have household incomes of $100,000 or more. Average party size is 3.2 and 71% are visiting primarily for leisure purposes. 90% arrive by car, 50% stay in a regional hotel/motel/B&B accommodation, 27% stay with friends/relatives and 23% use a campground/RV park. 71% plan their trip 3 or more weeks in advance, with 40% using the internet, 35% word of mouth and 23% brochures/books. Popular activities in addition to the winery visit include water-based activities (75%), visiting a farm/market/orchard (75%), shopping at the on-site store (66%) & nature-based activities (64%). On average, visitors spend $188 per day while on their trip in the region, and generally buy wine (90%) and other wine-related and logo merchandise (10%) at the Winery. An estimated average of $20 per person (including those who spend nothing) was reported. Thomas Consultants Inc. 108 Mission Hill Family Winery Planned Initiatives: Events, marketing & promotions to celebrate 2006 as 25th Year Anniversary. Also, Mission Hill is using Microsoft CRM to track feedback from the thousands of comment cards that they receive weekly from guests attending their wine tours and private functions. Putting this information into a central repository allows Mission Hill to know their customers better and gain the ability to improve the overall experience of their guests. Elements Of Success And/Or Failure: 1981; Four months after acquiring a run-down winery perched atop Boucherie Mountain in the Okanagan Valley, proprietor Anthony von Mandl made an impassioned address to the local Chamber of Commerce on the future he envisioned for the Valley's wines. Not quite two decades after acquisition, Anthony's bold vision has been transformed into reality. Mission Hill Winery has gained a distinguished reputation throughout the international wine community, and brought worldwide attention to the Okanagan Valley. Mission Hill Winery enjoys a premium location, with stunning lake views. The entire complex has been built in earth-tone colors complementing the natural surroundings. Traffic was cited as being a negative attribute of the area. Major Activities & Attractions, Cultural Festivities & Events: Culinary Workshops Fall Epicurean Dinner Vineyard Tour & Tasting Library Wine Tasting Blending Session Harvest Celebration Dinner Workshops & Seminars Wine Education Center Weddings & Banquets/Receptions Corporate Events & Retreats Planking, Grilling & Barbecue Thomas Consultants Inc. 109 Summerhill Estate Winery Summerhill Estate Winery – Kelowna, BC, Canada Approximate Tenant Mix Of Retail, Food & Beverage & Entertainment Components: Sunset Bistro – host to special events, available for weddings and private functions Wine Tasting Room Set in Replica Pyramid (3,249 sq ft) Wine Shop Entertainment including tours, Peace Park, Historical Reserve, special events both musical and culinary. Number Of Rooms/Bed Base: No guest accommodations at the Winery itself. Indications Of Annualized Sales: Produce 20,000 Cases Annually $ 5 Million in Annual Wine Sales. Patronage Statistics: Summerhill Winery generates almost 1,000 visitors a day during the summer. General Statistics for Okanagan Region: 48% of all visitors derive from within BC, 36% from outside BC (within Canada), 9% from the US and 6% from overseas. Over half (51%) have completed university degrees and 35% have household incomes of $100,000 or more. Average party size is 3.2 and 71% are visiting primarily for leisure purposes. 90% arrive by car, 50% stay in a regional hotel/motel/B&B accommodation, 27% stay with friends/relatives and 23% use a campground/RV park. 71% plan their trip 3 or more weeks in advance, with 40% using the internet, 35% word of mouth and 23% brochures/books. Popular activities in addition to the winery visit include water-based activities (75%), visiting a farm/market/orchard (75%), shopping at the on-site store (66%) & nature-based activities (64%). On average, visitors spend $188 per day while on their trip in the region, and generally buy wine (90%) and other wine-related and logo merchandise (10%) at the Winery. An estimated average of $20 per person (including those who spend nothing) was reported. Thomas Consultants Inc. 110 Summerhill Estate Winery Planned Initiatives: Expansion of the Summerhill Asia program, an initiative that facilitates importing Summerhill wine to Asia. Elements Of Success And/Or Failure: Summerhill is one of B.C.’s most celebrated wineries and is on the list of most bus tours. The unique to the area Pyramid Structure has enables the Winery to create a distinct attraction and incorporate those elements into its branding strategy. Summerhill’s certified Organic Wines are proving to be quite successful as well. Summerhill wines have been featured at the Oscars. Major Activities & Attractions, Cultural Festivities & Events: Bus Group Tours Tours of Wine Aging Pyramid landmark structure. Weddings & Banquets/Receptions Corporate Events and Retreats Thomas Consultants Inc. 111 Tinhorn Creek – Oliver, British Columbia Approximate Tenant Mix Of Retail, Food & Beverage & Entertainment Components: 12,000 square foot winery including production, tasting rooms, galleries and wine shop. Tinhorn Creek Deli located on the panorama deck offers local meats and cheeses. Entertainment includes selection of tours, outdoor amphitheatre in summer months holding concerts, cultural events. Tinhorn Creek Number Of Rooms/Bed Base: No guest accommodation at the Winery itself. Patronage Statistics: . General Statistics for Okanagan Region: 48% of all visitors derive from within BC, 36% from outside BC (within Canada), 9% from the US and 6% from overseas. Over half (51%) have completed university degrees and 35% have household incomes of $100,000 or more. Average party size is 3.2 and 71% are visiting primarily for leisure purposes. 90% arrive by car, 50% stay in a regional hotel/motel/B&B accommodation, 27% stay with friends/relatives and 23% use a campground/RV park. 71% plan their trip 3 or more weeks in advance, with 40% using the internet, 35% word of mouth and 23% brochures/books. Popular activities in addition to the winery visit include water-based activities (75%), visiting a farm/market/orchard (75%), shopping at the on-site store (66%) & nature-based activities (64%). On average, visitors spend $188 per day while on their trip in the region, and generally buy wine (90%) and other wine-related and logo merchandise (10%) at the Winery. An estimated average of $20 per person (including those who spend nothing) was reported Thomas Consultants Inc. 112 Planned Initiatives: In the process of relocating the “Wine Lover’s Accommodation” component. Elements Of Success And/Or Failure: Tinhorn Creek is located in Oliver BC and is situated to take advantage of the stunning views of the valley. The stone archway at the winery entrance was inspired by the remains of the gold mine stamp mill found in the hills high above the vineyard. On location the circular Golden Mile Hiking Trail (a 2 km and a 10 km version) was developed to offer active visitors views of the surrounding area and takes hikers past the Tinhorn Creek gold mine ruins. Tinhorn Creek “Crush Club” offers discounts, wine delivery, and invitations to members only events. For three years offered “Wine Lover’s Accommodation” (currently being moved because of zoning laws). Visitors could choose from different packages including a spa package, culinary package, or painting in the vineyard. Major Activities & Attractions, Cultural Festivities & Events: • Art Shows • Outdoor Concerts and plays in the Amphitheatre • Okanogan Summer Wine Festival Thomas Consultants Inc. 113 Culinary Institutes Copia - the American Center for Wine, Food & the Arts Thomas Consultants Inc. Culinary Institute of America 114 Copia: the American Center for Wine, Food & the Arts - Napa, California Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: 12 Acre site; the feature building is 80,000-square-feet. The facility includes 13,000 square feet of gallery space; a 278-seat auditorium for films concerts, and lectures; an 80-seat demonstration kitchen; a 500-seat outdoor amphitheatre; a gourmet dining room, café and wine-tasting area; a library; a gift shop and 3.5 acres of gardens featuring edible organic plants. Number Of Rooms/Bed Base: No on-site accommodation Planned Initiatives: COPIA satellite venue at Ghiradelli Square in San Francisco – scheduled to open in spring 2007. Zoup-ah!, a cutting edge three-component television program about food for children – scheduled to launch in late 2006, A partnership with San Francisco-based Lark Creek Restaurant Group to develop and roll out a line of themed restaurants based on the Gaspergoo TV series franchise. The entertaining and interactive restaurants will be reflective of the Gaspergoo program, and provide a wholesome, fresh culinary experience for children and their families with menus consistent with Lark Creek’s commitment to freshness and seasonality. Thomas Consultants Inc. 115 Elements Of Success And/Or Failure: COPIA is a non-profit discovery center whose mission is to explore and celebrate the cultural significance of wine, food and the arts. Located in the heart of Napa Valley, COPIA is the premier wine country destination – offering visitors exceptional wine and food-tasting programs, art exhibitions, organic edible gardens, films, concerts, fine and casual dining, shopping and more! Proceeds from ticket sales, membership and donations support COPIA’s educational programs and exhibitions. The Centre is a combination museum, school and arts center intended “to explore the interrelationships of wine and food with the arts through innovative programming, interactive experiences and exhibitions. The Edible Gardens are the living source of the creativity behind the investigation of wine, food, art and culture. The seeds planted and tended each season produce a diverse bounty that inspires chefs' culinary arts. Visitors are touched by the gardens' aesthetic beauty, color and texture combinations and the display of the food plants that sustain the center. Copia, The American Center for Wine, Food & the Arts, is shining an entirely new spotlight on the Napa Valley. With a marketing program that has featured wine guru Robert Mondavi and American food icon Julia Child, Copia is putting Napa on the map for people who are just as concerned with what goes on their plates as what goes in the goblet next to those plates. Major Activities & Attractions, Cultural Festivities & Events: Dance performances Concerts Music Festivals Art exhibitions Film nights and festivals Public lecture series Private events Farmers market Food Festivals Tasting Festivals Meet the experts series Winery of the week Garden tours and workshops Thomas Consultants Inc. 116 Culinary Institute of America – Hyde Park, New York Approximate Total Size Of Retail, Food & Beverage & Entertainment Components: 170 Acre site; Educational facilities; 6 onsite restaurants; 3000 sq ft retail store The centerpiece of the campus is the 117,000-square-foot, three-story Greystone Cellars building which was transformed to house the teaching kitchens, EcoLab Theatre, Wine Spectator Greystone Restaurant, Spice Islands Marketplace, De Baun Theatre, De Baun Café, and administrative offices. The 25,000-square-foot admissions building houses the college's Admissions, Financial Aid, and Bursar's offices. The admissions building features a 99-seat demonstration theatre with 65-inch plasma viewing screens and state-of-the-art kitchen equipment provided by Viking Corporation. Number Of Rooms/Bed Base: Currently 4 large dormitories housing 300 students each, recent addition of a residential village area adding 280 more beds (1,480 current beds). The majority of CIA students enjoy the convenience of campus living in one of our four residence halls. Patronage Statistics: Combined the campuses host 11,000 full and part-time students. Planned Initiatives: The Culinary Institute of America (CIA) is collaborating with the Dutchess County Tourism Promotion Agency (DCTPA) to raise awareness of the region's culinary and agricultural bounty. In addition to a multitude of restaurants serving all types of cuisines from fine dining to fast casual, Dutchess County is home to many wineries, dairy farms, and farmers' markets. To generate awareness about the many food and farm options for visitors and residents, DCTPA is distributing free information packets that include a Dutchess County Travel Guide, a copy of the new Hudson River Valley Winery Map, and information about other agricultural destinations in the county to anyone interested. An attractive refrigerator magnet, featuring a handy recipe conversion chart for home cooks from the chefs of the CIA, is also included. Thomas Consultants Inc. 117 Elements Of Success And/Or Failure: The oldest culinary college in the United States and the only residential college in the world dedicated exclusively to culinary, baking and pastry arts education. The school has two campuses: one less than two hours from New York City in the Hudson Valley, New York the other in St. Helena, California two hours north of San Francisco in the heart of Napa Valley. The St. Helena campus also has a special Wine Studies program, an organic farm, and a 15-acre vineyard. As well as featuring state of the art learning facilities the campuses also have restaurants and cafes. Major Activities & Attractions, Cultural Festivities & Events: Kids programs World of Flavors Conference Public tours Spice Islands Marketplace retail store Generation Next series (Lectures/Demonstrations) Lunch and dinner series Cooking demonstrations Seasonal food festivals Thomas Consultants Inc. 118 Thomas Consultants Inc. 119 Public Markets Portland Public Market Portland, Maine Thomas Consultants Inc. Granville Island British Columbia, Canada 120 Granville Island – Vancouver BC, Canada Approximate Tenant Mix Of Retail, Food & Beverage & Entertainment Components: 15 hectares of land area; 134,000 sq. ft. of retail of which 40,000 sq. ft is Public Market Additional components include: Accommodation; Education; Industrial; Brewery; Theatre; Street Performance Kids Market; Arts and Crafts Studios; Dining – restaurants, snack bars, market fare, pubs; Recreation – yoga, water activities; Community Center. Identification Of Key Anchor Components: Public Market, Emily Carr Institute of Art and Design, Granville Island Hotel, Ocean Cement, Granville Island Brewery. Size & Type Of Anchors: Fresh food/grocery - Public Market 40,000 sq ft Educational - Emily Carr 60,000 sq ft Representation Of National/International Tenants Versus Local Retailers: Local Tenants: 100% Public Market Lease Rates: CDN $40 per sq. ft./yr. plus charged as a “percentage of sales” from a minimum threshold on a 2 year renewable term. In addition, day tables are rented on a weekly basis, with tenants adjudicated by the administration and constantly refreshing with different vendors and artisans. Adjacent Uses: Retail, Residential, Offices Indications Of Annualized Sales Performance: Public Market generates $40 million per annum in retail sales (i.e. $1,000 per sq. ft./yr.) Patronage Statistics: The island attracts upwards of 12 million visitors annually most aged between 25 and 54. The majority of visitors are couples. Summer: 75% Visitors/ 25% Locals; Winter: 40% Visitors/ 60% Locals. Thomas Consultants Inc. 121 Planned Initiatives: 2004 marked the completion of 10 year re-development plan; seawall and docks study and urban design study to take place winter 2006; Elements Of Success And/Or Failure: With a hotel, various restaurants, pubs, nightclubs and 3 live theatre this destination also enjoys a thriving nightlife. Three theatres and a small outdoor amphitheatre means that visitors are drawn to the island nearly every evening. Over 260 local artisans have workshops on the Island, many of which are open to the public. Emily Carr Institute of Art and Design has its main campus on the Island. Granville Island is designed to attract local residents and visitors to meet, explore, and experience a year-round variety of cultural, recreational, educational, commercial, and industrial activities. It is recognized as one of the most successful waterfront developments in North America. Winner of several awards including a PPS award of merit in 2002 for the island’s contribution to the social, economic and environmental health and well being of Vancouver as well as being named the “Best Neighborhood in North America” by Project for Public Spaces in 2004. Major Activities & Attractions, Cultural Festivities & Events: Children’s Festival Vancouver International Jazz Festival The Fringe Festival Writers Festival BC Cheese & Wine Festival Chefs Festival Thomas Consultants Inc. 122 Thomas Consultants Inc. 123 Portland Public Market – Portland, Maine Approximate Tenant Mix Of Retail, Food & Beverage & Entertainment Components: Enclosed, 1 Level, Mezzanine; Building Size: 38,000 sq. ft. Vendor size: 17,000 sq. ft.; Primarily Food Producers – market stalls, restaurants. Identification Of Key Anchor Components: No anchors; do not allow any franchise operators. Representation Of National/International Tenants Versus Local Retailers: 100% Local Public Market Lease Rates: Operating cost of the market is $50 a square foot, promotion expenses add another $15 to $25 a square foot but lease rates are currently priced below these figures. Adjacent Uses: Retail, Offices, Financial Businesses Indications Of Annualized Sales Performance: Aprox. $470/ sq. ft./yr. Patronage Statistics: 25% Visitors/ 75% Locals Visitors come primarily during summer months from the cruise ships stop at the Port. Thomas Consultants Inc. 124 Planned Initiatives: Currently the future of the market is uncertain due to the recent sale of the property. As vendors have left the Market, management has failed to recruit enough vendors and has turned leasable space into seating areas. Management needs to be reviewed and updated with actual operating costs using data from the Market’s seven and a half year operating history. Before the market is destroyed, Libra Foundation will work with the Save the Market campaign to see if it can be re-envisioned successfully. Elements Of Success And/Or Failure: Located in Downtown Portland, adjacent to the financial district as well as residential neighborhoods. Has a substantial amount of patronage in the early morning, (their food and beverage tenants are open at 7 am, office workers stop by for breakfast (coffee/muffins). All the vendors are operating by 9 am. From 5 pm to 7 pm they have a substantial number of customers that stop for dinner as well as shop for groceries. Goals of the market is to provide opportunity for small business, strengthen Downtown, and expand on the success of existing farmer's markets and agriculture in the region. State of the art market kitchen available for cooking classes, educational programs, televised recordings and for catered events. Free Indoor Parking (2 hours). A public market lives and dies on the quality of its vendors. While some businesses have failed in the Market, a good number have succeeded. These businesses sell a diverse array of products, including flowers, baked goods, cheese, specialty foods, spices, sandwiches, beverages, coffee, and a range of other products. The key to the Market’s success will be attracting more great tenants that create their niche within Portland’s food retailing environment. Since a number of vendors are making this work already, we believe that others can, too. One key to serving Market customers better is having strong produce and meat businesses, a particularly glaring weakness in the past few years, and a strong full service restaurant is another key to both serving customers and providing needed income. Major Activities & Attractions, Cultural Festivities & Events: Portland Food Festival (October) Winter Harvest Festival Seasonal Food Festivals Year Round Cooking Classes/Events Cooking Academy Celebration of Lobster is a key tourist attraction Happy Hour Food Tastings (Daily) Cheese Tastings (Friday) Children’s Activities Rental for Private Events – Cooking Demonstrations Thomas Consultants Inc. 125