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HomeMy WebLinkAboutSubmittal Economic Impacts on Historic Preservation2007-2008 OFFICERS PRESIDENT Judith Pruitt FIRST VICE PRESIDENT Walter Alvarez SECOND VICE PRESIDENT Jose Goyanes TREASURER Hugh Ryan SECRETARY Amy Furness AT LARGE Bertram J. "Chico" Goldsmith Enid C. Pinkney PAST PRESIDENT Richard Heisenbottle TRUSTEES Betty S. Brody Lisa Chaffin Ann Marie Clyatt Joseph Fitzgerald Jason Gross Jorge L. Hernandez Michael Kashtan Francena Koch Bruce Matheson Rafael Penalver Kevin Reilly Tadd Schwartz W. Robert Smith Lourdes Solera Amy Sussman Olga Vieira Lilian A. Walby Mary Young ADVISORS Michael Beeman Gay Bondurant Gary Held Adolfo Henriques Ruth Jacobs Sallye Jude Penny Lambeth Nancy Liebman Dolly Maclntyre Thomas J. Matkov William Murphy George Neary Leslie Pantin Arva Moore Parks Elizabeth Plater-Zyberk Jeanette Poole Norah Schaefer Don Slesnick Herb Sosa Ellen Uguccioni DAD E II ERITA�_ n1:_° TRUST June 26, 2007 TO: City of Miami Commissioners 1 S 71 N" u T'HF =UBLIC RECORD FOR ITEM P2A6� Dade Heritage Trust, Miami's largest nonprofit historic preservation organization, supports the City of Miami's efforts to develop Miami 21 as a long-range, comprehensive, and more just plan for growth. As explained to our Board of Trustees, Miami 21's provisions, especially relating to Transfer of Development Rights, will encourage historic preservation efforts and the protection of historic sites and neighborhoods, goals which Dade Heritage Trust heartily embraces. Dade Heritage Trust supports Miami 21 as a concept and urges your enactment of provisions that will encourage property owners to preserve and restore, rather than demolish, historic buildings. We believe that renovating, rather than destroying, older buildings preserves a sense of history and place, conserves environmental resources and enriches the texture of our community, making Miami a more varied and interesting place to live. Thank you very much for your efforts to enhance Miami's quality of life through controlled growth and historic preservation efforts. Sincerely, Becky Roper Matkov Chief Executive Officer �—N Ju y Pruitt c President CHIEF EXECUTIVE OFFICER Becky Roper Matkov 190 S.E. 12'" Terrace, Miami, FL 33131 •Phone (305) 358-9572 /Fax (305) 358-1162 E-mail: info@dadeheritagetrust.org • www.dadeheritagetrust.org f • Io�a CENTER FOR GOVERNMENTAL RESPONSIBILITY 0 UNIVERSITY OF FLORIDA LEVIN COLLEGE OF LAW 0 CENTER FOR URBAN POLICY RESEARCH ■ RUTGERS UNIVERSITY d_QC2 Florida is built on a rich history of diverse peoples who lived here before us. Even though Florida did not become a state until 1845, evidence of early peoples' lives and work on this peninsula dates back 12,000 years. Today the nation's fourth most populous state is defined and distinguished by what we know and what we continue to learn about our predecessors—Native Americans, Spaniards, the French and British and African Americans who built the unique Florida we now cherish. Florida's. historic preservation efforts, 6nSt ypoo four .decades of programs .defined,.b ..the National Historic PrOserval1W Act,, am d'10 i €MUM.` In 2001, the Fl xi& Department of State. Division ofJOIN" fi rurces kriliated this study, Ec<ur a' npac s of ifisto+ir' Ptijeserrapon; ht Ff ii : lA ,fig assHtance ***... _ . _ e ' States Department of the Interior, this study examines the direct economic benefits and concludes that this inv „may to investment of public funding estm a yields arve� $4 bion , a bent y aitr e P g for Wakwk presergraition work Our statei4illtiniod sttiR ds a puliftiprivate partnership between the UniversI :of FloddaWCeedar for CkwpownimW Responsibiil qnd Levin College of Law, the Center for Urban Pitdiey Research at Rutgers Lkdwrft mod the Floi r, Historic Preservation, and relied on VISIT F1LORIDA survey infornr&*m.; Our sir arrived at, time figures by quarrtilying the effect of program a ponents' :ski as federal income fax audit incentives, Florida jobs;, incomes aro property values, grid d1re4;t.P fWft wevenues. Generated revenues are deftud by a Variety of projestM€ fe , mon, ed uif~ams for sdhooklandren, private investment In -Vain Stnset businesses, briob,1010i mortal '16d Wdt*# *urism. The Ecorrarnic impact of F(frskwk Preserxr Don in Florida ate± reveals the t:For every dollar generated in Florida's .hiideeric pion grads, two d�W m rah the in direct revenues. A dollar directed to the Fitwida Main-9bust program�,,r deled after*,94WatIor4ftan Street design, shows a tenfold raft". Since 1977, the 20% federal Income tax creft for certified rehabilitation of historic bGIW. gs have returned nearly 5332rnillioe to inwskorsz Flbrids conomrdE es such es the kitarnatlonalfy-acclaimed Miami Beach Art Deco district, Key West, Pensacola, St. Augustine and Orlando are just a few that have benefited. The Economic Impacts of Historic Preservation in Florida provides striking evidence that Florida's invest- ment in the preservation and protection of historic places and the legacy of the cultures that created it, are paying huge dividends. FC0110mic Impacts of Historic Preservation in Florida o 0- + Ccl(Tr It'lm I UNIVERSITY OF FLORIDA Fredric G. Levin College of Law www.law.ufl.edu/cgr/pdf/historicjeport.pdf SEPTEMBER 2003 CHAPTER 1 PAGE 5 ® The Economic Impacts CHAPTER 2 PAGE 9 Economic Impacts of Florida Historic Rehabilitation CHAPTER 3 PAGE 13 ® Economic Impacts of Florida Heritage Tourism CHAPTER 4 PAGE 17 ® Economic Impacts of Florida Main Street Program CHAPTER 5 PAGE 21 ® Economic Impacts of Florida Historical Museums, Parks &t; Sites CHAPTER 6 PAGE 25 ® Economic Impacts of Florida Historical Resources Grants -In -Aid Program and Rehabilitation Tax Incentives CHAPTER 7 PAGE 29 ■ Economic Impacts of Florida Historic Districts on Property Values CHAPTER 8 PAGE 33 Acknowledgements R"q Photos: (cov*r) Old Capitol, Tallahassee; (dodgy* from tot, left) 1W Colony Hotel, Delray Beach; Osceola County Courthouse, Kissimmee; Restoration of Custom House, Key West; historic residence, Tampa DA n HERITAGE RUTGERs.r--------------- � OF !I www.flheritage.com "The most important part of an historic district? It gives pride of ownership to the people liming in ahem." — Loretta Sharp, Realtor Lake Worth "We don't market historic [character]. We market charm and quaintness. We don't have to say it. It's part of €t." —Craig Willis, Executive Director of the Mount Dora Area Chamber of Commerce "Between five and nine years ago, there was a problem with lending [for historic renovations], but not now. Whatever you get here [in a historic district] you can go somewhere else in the city and get forty percent more house for the same price. Values [in historic districts] have Increased." --Jeffery M. Wolf, Developer, saint Petersburg "If you just give a little eye to detail, to historic preservation, you'lil get more money for it." — John Jones, Real Estate Consultant, Tampa "The value of the property [in Ybor City] has increased so much in the last five years, like 150 percent." —Maricela Mtedrano de Fakhri, Urban Planner, Ybor City Development Corporation "The whole city is founded on tourism, and the tourism base is historic preservation." r-DAVW D.• Sirdit, Senior Planiw. City of St. Augustine The Economic Imp acts Throughout its history the state of Florida has attracted would-be and future residents with seductive visions of great climates, beautiful vistas, andyear-round playgrounds. The end result of that lure and its accompanying dreams has been unprecedented growth for Florida, placing ever greater demands on the states housing and infrastructure, as well as on its tax base. hile the state has rewarded the new- comers with much that is new, Florida also is among the most ancient of American states, with well over four centuries of his- toric settlement laid on the archaeo- logical remains from millennia of prehistoric settlement. This study examines the value of retaining and maintaining —� • historic properties and sites amidst the pressures ` of new development. This study, The Economic Impacts of Historic preservation in Florida, is the first of its kind in Florida. a Commissioned by the Florida Department of State, Division of Historical Resources and the Historic Preservation Advisory Council (now JdCksonville known as the Florida Historical Commission), the study is intended as a statewide analysis of historic preservation activity in Florida. The study examines direct and multipli- er effects from investment in historic preservation throughout the state in such activities as historic rehabilita- tion of all types of properties, her- itage tourism, Main Street invest- ment, grants programs, tax credits and museum operations. The final numbers reflect statewide findings and do not examine individual communities, with the notable exception of the property values analysis. However, as indicated in the numer- ous charts of Florida community involve- ment in various preser- vation programs, the I report includes input from every region of the state and its cities, towns, and villages. In each chapter of this Executive Summary, individual communities are fea- tured. These communities were selected at random, and their sto- ries are intended to demonstrate how these many programs have been implemented in creative ways throughout the State of Florida. GENERAL FINDINGS While the numbers found in this report are admittedly conservative, several conclusions can be made about the final results, including: ✓ Historic preservation creates jobs In Florida. More than 123,000 jobs were generated in Florida from historic Preservation activities during 2000. The major areas of job creation include the manufacturing sector, retail trade sector, services sector, and construction sector. ✓ Historic preservation makes a substantial contribution to tax collections for Florida state and local governments. More than $657 million in state and local taxes were generated from spending on historic preservation activities during 2000. ✓ Visitors to Florida spend billions of dollars while visi ft historic sites. More than $3.7 billion was spent in Florida by tourists who visited his- toric sites. The tourists are lured by Floridan historic sites, historic muse- ums, state parks, and archeological sites. There are more than 1,400 Florida listings in the National Register of Historic Places and more than 135,000 historic structures and archeological sites in the Florida Master Site File of historic sites. ECONOMIC RYIPACTS OF HISTORIC PRESERVATION IN FLORIDA 5 Florida Historic Sites I a l l a kassee Gainesville 10 ..z T`- — S,. Pelers6urg 10 The 135,000 archaeological sites and historic structures on the Florida easter Site File are wide distrihuted throughout all parts of the state. These sites reflect the unique environment and histol of the Sunshine State, MAa0 i R R W" 4 7- f� lvpmllq LIV2 A - Lu l(tiL )Idle 01-lanJo Delray Be.h b ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA ✓ Public funds invested in historic preservation grants are matched many times over with private funds in local rehabilitation projects. Since 1983, state historic have been awarded to projects in every Florida county, representing 2,751 projects and a s; investment of $212.1 million, which Secretary of State's office estimates is more than doubled by leveraged public and private funds in these local communities. ✓ The Main Street Program creates a greater sense of place in Florida communities. Since the Main Street Program began in Florida in 1985, eighty Florida communities have leveraged a state investment of $4 million into partnerships between private investors and local governments. This investment became a total public/private investment in these com- munities of $486.5 million (as reported by May, 2002) designated to improve the downtowns of these communities. ✓ Historic preservation helps to maintain property values in Florida. In an examination of the assessed va" mainly residential property in eighteen historic districts and twenty-five comparable non -his- toric districts throughout Florida, there was no case where historic district designation depressed the property values. In fact in at least fifteen cases, property in historic districts appreciated greater than comparable, targeted non -historic districts. The conclusions cited above are the result of extensive analysis of data from various pub- lic and private entities involved in historic preservation activities throughout Florida. In collecting data for this project, the research team reviewed information available through the Bureau of Historic Preservation, including grant reports, federal rehabilitation tax credit data, and Main Street project reports; surveyed local officials regarding rehabilitation activities; and conducted site visits of historic districts and sites in cities throuf' The following chapters will detail how each category of historic preservation activity gener- ates jobs and gross state product in Florida. West aim each SUMMARY OF BENEFITS Historic preservation activities in Florida impact the state some $4.2 billion annually. These impacts can be seen in job creation, income gener- ated, increased gross state product, increased state and local tax collections, and increased in-state wealth. For every category of historic preservation activity, the amount of econom- ic benefit to the state of Florida is substantial, as indicated below: Direct Economic Benefit: SPENDING Heritage Tourism $3.7218 Historic Rehabilitation $35oM Net Historical Museum Operations $58M Net Main Street Program Activity $64M Net Historkai Net Main Strut Museum Operations Program Aeti ft Total Impacts of Historic Preservation In Florida... $4.2 hilHon annually Florida Benefits of the $4.2 billion Direct Annual Investment, Based on IMultipliars: is ilitation Tourism .lobs 123,242 Income $2.766 billion Gross state product $5.266 billion Total Taxes $1.254 billion in taxes !hate & local taxes $657 million In-state wealth $4.672 billion Jobs and Income In Florida Supported by Historic Preservation: ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA 7 JOBS INCOME Services Sector 33,621 $751 million (Retail Trade 5.5,002 $796 million Construction Sector 3,893 $174 million Manufacturing Sector 9,627 $322 million Other Sectors 21,099 $723 million raw 123,242 $2.766 billion ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA 7 w} !7 'h` . ti -ft titii r r 4111 1 11'sfor1*0 Rehabilitation Local. state, and federal governments and private lending institutions throughout Florida are forming partner lships to invest in the redevelopment of commercial and residential historic Properties and districts. creative financing plans feature combinations of loans, grants. tax credits, and investments of public and private fund, he result of this is rehabili- tation of older structures allowing for their contin- ued contribution to our communities. This rehabili- tation may be as simple as restoring a decayed older house in one of Florida's many residential historic districts, or as extensive as the adaptive reuse proj- ects that have transformed old indus- trial buildings in Tampa's Ybor City to make a vibrant and exciting commer- cial and entertainment district. Like other forms of construc- tion activity, rehabilitation itself has an economic effect. State officials estimate that sixty to seventy per- cent of the cost of the typical his- toric rehabilitation project in Florida is expended on labor, and that usually benefits local laborers. FINDINGS: Economic Impacts of Florida Historic Rehabilitation In examining the economic impacts of rehabilitation of historic properties in Florida, researchers defined rehabilitation as all con- struction work that the Census identifies as "alterations." Not included are minor repairs or struc- tures added to buildings. "Historic" is defined as property that is: 1. Designated as a national or local landmark; or 2. Is located in a national or local historic register district; or 3. Might be eligible for historic designa- tion because of age or other factors. More detailed methodology is dis- cussed in the technical report of the study. The findings of the study are: ® Historic properties accounted for about 6.5 percent of rehabilita- tion of existing residential and non-residential buildings in Florida in 2000. 1.' •-T`' M That 6.5 percent of're�tabilltat on activity on historic properties repre- sents an estimated $350 million in spending. M The total economic impact on the state of Florida of the estimate $350 million in spending includes: • 10,443 jobs • $317 million in income • $496 million in gross state product + $111 million in taxes (including $50 million in state & local taxes) • $446 million in in-state wealth ECONOW INWACTS OF HISTORIC PRESERVATION IN FLORIDA 9 3000 [_ ,lobs Created by Florida Rehabilitation 2500 2000 1500 1000 500 0 10 ® The 10,443 in-state jobs generated from historic building rehabilitation include jobs from the following categories: • Construction 2,666 jobs • Services 2,107 jobs • Retail Industries 1,700 jobs SPRINGFIELD HISTORIC DISTRICT, JACKSONVILLE Local communities are develop- ing creative ideas about funding the rehabilitation of historic homes, many in districts located near the urban core of the city. The City of Jacksonville'; Springfield community, located just blocks from downtown, is considered the city's first downtown neighbor- hood, and during the silent film era, was an eastern version of Hollywood! Historic Springfield is a nationally and locally designated historic district 2 In 1998, with leadership from the neighborhood and from Jacksonville Mayor John A. Delaney, the Historic Springfield Initiative began "as a pro - 1831 Forest, Fish & Mining 200 1831 Construction 2666 Manufacturing 1654 Transport 477 Wholesale 423 Retail 1700 Finance, Insur. & Real Estate 1168 Services 2107 Government 47 gressive plan to provide much needed infrastructure improve- ments, home ownership incentives and assistance, and resources for community development,"accord- ing to the Mayor.' In 1998 the City sponsored the auction of twenty-three homes in the Springfield district. Prior to the auction, lending institutions were reluctant to invest in the neighborhood. Since the auction, the city has devel- oped a consortium of five banks that make loans for housing in the neighborhood, supplemented by public funding programs for homeowners who qualify and by assistance from community- based non-profit organizations' Since the auction and the invest- ment work on properties in Springfield, property values have doubled, according to city staff.' Springfields redevelopment is a long-term project for the city, with concentration of activity occurring by quadrant, due to the size of the district. The city's Neighborhoods Department con- ducts monthly meetings to review city services and needs in Springfield, and, ultimately, resi- dents hope for development of a town center near their homes. The City of Jacksonville has received numerous awards for its innovative programs in Historic Springfield. The awards include selection by the National Community Development Association for an Audrey Nelson Community Development Achievement Award for use of Community Development Block Grant funds in Springfield. The city was also recognized by Freddie Mace in 2000 as the eighth Alliance Community in the U.S. and the first in the Southeast, for expanding mortgage credit oppor- tunities for homeowners, 1. For additional information, see RICHARD ALAN NELSON, LIGHTSI CAMERA! FLORIDA!: NINETY YEARS OF MOVIEMAKING AND TELEVISION PRODUCTION IN THE SUNSHINE STATE (Tampa: Florida Endowment for the Humanities, 1987). 2. For more information about Historic Springfield, see WAYNE W. WOOD, JACKSONVILLE'S ARCHITECTURAL HERITAGE: LANDMARKS FOR THE FUTURE. JACKSONVILLE'S HISTORIC LANDMARKS COMMISSION (1989). 3. "Historic Springfield Initiative." Brochure published by the Planning and Development Department, Jacksonville, Florida. 4. Interview with Carole A. Burchette, Program Manager, Housing Services Division, Planning and Development Department, City of Jacksonville (Mar. 28, 2002). 5. Id. ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA i FLORIDA'S CERTIFIED LOCAL GOVERNMENTS* Auburndale Miami Clay County Miami Beach Collier County Miami -Dade County Coral Gables M'icanopy DeLand Monroe County Delray Beach Mount Dora Eatonville New Smyrna Beach Eustis Ocala Fernandina Beach Orlando Fort Myers Palm Beach Fort Pierce Palm Beach County Gainesville Plant City Gulfport Pompano Beach Highlands County Quincy Hillsborough County Sanford Hollywood Sarasota Homestead Sarasota County Jacksonville St. Augustine Jupiter St. Petersburg Key West Tallahassee/Leon Kissimmee County Lake Park Tampa Lake Worth Tarpon Springs Lakeland Welaka Lee County West Palm Beach Leesburg Windermere * The Certified Local Government (CLG) Program is administered jointly by the states and the National Par Service. CLG's have emb- Ilshed historic preservation programs, meeting federal and state requirements, which entitle them to certain grants and technical assistance. 36 C.F.R. pt. 61 Florida Income Generated by Historic Rehabilitation Transport Agriculture, Forest, Fish & Mining Finance, Insurance, Real Estate Wholesale Construction $94.57M Services $61.03M Finance, Insurance & Real Estate S38;36M Manufacturing $55.74M Retail $26.19M Transport $17.35M Wholesale $17.1M ® Agriculture, Forest, Fish & Mining S4.84M Government 51.63M 11 r PF- � ., Heritage Tourism Tourism is a vital component of Florida's economy as one of the states top three revenue producers. Heritage tourism, one of the top reasons for pleasure travel, has become inoreasinssy important tooth for travelers and to the communities they visit and offers significant benefits to the eommuniy Heritage tourism can offset the costs of maintaining historic sites, help stimulate preservation efforts, and perpetuate the sense of place that lends communities their unique character and identiy lorida had 71.5 million vis- itors during 2000. Some 89 percent of those visitors were from the United States; 8 percent from overseas countries; and 3 percent from Canada. Domestic visitors iden- tify vacationing as their primary rea- son for coming to Florida, followed by visits to friends and relatives and business trips. Florida is home to hundreds of opportunities to host tourists who are interested in historic sites. From the abundance of historic hotels in places like Miami Beach or St. Petersburg to such seasoned and historic attractions as Silver Springs, Parrot Jungle, Cypress Gardens, Marineland and Sunken Gardens, diverse sites attract thou- sands of annual visitors. In a survey released in March, 2002, Visit Florida found that six in ten respondents to their survey (61%) participated in some history -based activities while vacationing in Florida in the past year. These activities included visits to histori- cal museums or memorials, old homes, historic villages, Native American sites, military sites, parks or other historically important sites. In 1997 Visit Florida's Florida Visitor Study listed three historic sites among the top ten attractions for air visitors — Kennedy Space Center Visitor Complex, Ernest Hemingway House, and St. Augustine Historic District. The same survey found five historic sites and museums among the top ten major attractions of auto visi- tors surveyed — Kennedy Space Center, St. Augustine Historic District, Cypress Gardens, National Museum of Naval Aviation, and Silver Springs.' More than one-half of Florida's museums are historical, representing more than 9.7 million visitors last year, according to the Florida Association of Museums. FINDINGS: Economic Impacts of Florida Heritage Tourism No detailed statewide analysis has yet been conducted, focusing on the travel and spending patterns of heritage tourists in Florida. However, findings of this study relating to heritage tourists who listed historic visits as a major rea- son for travel to the state still yielded substantial informa- tion about heritage tourism, including: ® An estimated $3.721 billion in expenditures in Florida was gen- erated by heritage tourism in 2000. ® In Florida, that $3.721 billion means: • 107,607 jobs • $2.314 billion in income • $4.552 billion in gross state product • $1.093 billion in taxes (including • $583 million in state and local taxes) • $4.042 billion in in-state wealth creation ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN PIORIPA 13 Mount Dora ST. AUGUSTINE St. Augustine epitomizes her- itage tourism in Florida. The city's 13,000 residents and 14.4 square miles host 3.5 million tourists annu- ally.' The tourists relive the history of the nation's oldest continuously occu- pied city, strolling along St. George Street, peering from atop the fortress of Castillo de San Marcos, or driving across the Bridge of the Lions. The charms of St. Augustine even lured one of the most famous Floridians, Henry Flagler, who was so impressed that he built the Hotel Ponce de Leon and the .Alcazar Hotel and purchased the Hotel Cordova' Flagler also plat- ted the Model Land Company district for his employees of the Florida East Coast Railroad, and that area remains today as one of St. Augustine's resi- dential historic districts. Heritage tourism is the industry of St. Augustine. "The whole city is funded on tourism, and the tourism base is historic preservation," observed David D. Birchim, Senior Planner for the City of St. Augustine.' The Economic Development Council of the St. Augustine and St. Johns County Chamber of Commerce esti- mates that tourism county -wide brought in $490 million in 2000.' KEY WEST & PENSACOLA Old Town, .in Key West, is a 190 -block area that contains 2,580 structures .6 Heritage tourism has been a mainstay for Key West and Pensacola. Key West's Old Town and Hemingway House and Pensacola's Seville Historic District have attract- ed tourists for decades. MOUNT DORA In recent years heritage tourists are making their own Florida discov- eries. Historic Mount Dora in Central Florida' is a charming mix of com- mercial and residential properties. The 9,800 residents of the city host an estimated one million visitors annual- ly, largely through a calendar filled with festivals built around the down- town historic shopping district.- "Events istricte"Events put us on the map. People come for the charm," said Craig Willis, Executive Director of the Mount Dora Area Chamber of Commerce. About one-half of Mount Dora's annual visitors come for a festival. "Our topography has a lot to do with it. The hills, oak trees, overlooking a lake. The historic character and quaintness ... We don't market historic. We market charm and quaintness. We don't have to say it. Its part of it." The festivals are the biggest business in Mount Dora, and Willis said urban sprawl is the biggest threat. "If we sit back, Orlando's going to be knocking down the front Primary' ',Activities of Domestic Visitors to Florida, 2000' ACTIVITY TOTAL AIR VISITORS AUTO VISITORS Beaches 32.4% 30.8% 36.9% Shopping 32.4% 34.8% 30.6% Theme/Amusoment Park 26.5% 30.5% 22.8% Nightlife/Dancing 12.0% 13.2% 9.6% Outdoor (Hunt, Fish, Hike) 10.7% 10.2% 11.6% Historical Places/Museums 9.1% 8.9% 9.4% Golf/Tennis 6.3% 6.6% 6.5% Culturat' Events/Festivals 6.3% 6.4% 5.6% Nationaitate Park 5.1% 5.1% 5.3% Sports Event 4.4% 4.5% 4.8% Gambling 2.0% 1.7% 2.4% Other 3.2% 3.1% 3.1% * 1hwel In softy Assodation, TravelScope Data as dted in Florida Visitors Sh*- 2000. 14 ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA door. That's why the preservation ordinance was passed a few years ago by 80 percent. The downtown village is our main draw. You've got to keep your character. If we lose it, its over," Willis said. YBOR CITY In Tampa, a resurgent Ybor City Historic District is drawing a new breed of heritage tourists. The corn - 1. VISIT FLORIDA, FLORIDA VISITOR STUDY/1997, 9, 20 (1998). 2. Interview with David D. Birchim, Senior Planner, City of St. -Augustine, Florida (Mar. 28, 2002). 3. "Historic St. Augustine," • St. Augustine & St. Johns County Chamber of Commerce Visitor Information, available at hUp lLlepoLw, stauaustinechamb9r.com/visitor/ visitor8.html. (last visited Mar. 29, 2002). 4. Birchim interview, supra note 2. 5. "Tourism Industry Profile..." Economic Development of St. Augustine & St. Johns County Chamber of Commerce, available at http://`www.staugustinechamber.com/ edcfcommunity/tourism.htmi. (last visited Mar. 29, 2002). munity is a mix of thirty percent com- mercial buildings and seventy percent residential property.' It is now a fash- ionable entertainment district, redis- covering its potential as a tourist attraction in the wake of massive destruction after the promises of urban renewal. The City of Tampa is investing in the former immigrant community that is emerging as a lure for Florida's international visitors.1 ' 6. "Key West Facts," available at bnp://www. keyw&gcity.com/city/welcomeLdtyhistorylcit hlggry htd (last visited Jan.15, 2002). 7. For more information on Mount Dora and other picturesque Florida small cities, see, e.g., BRUCE HUNT, VISITING SMALL-TOWN FLORIDA, (Sarasota: Pineapple Press, Inc.,1997). 8. Interview with Craig Willis, Executive Director, Mount Dora Area Chamber of Commerce (Feb. 15, 2002). 9. Interview with Maricela Medrano de Fakhri, Urban Planner, Ybor City Development Corporation (Feb. 20, 2002). 10. Interview with Del Acosta, Administrator, Historic Preservation, City of Tampa (Feb. 20, 2002). Fii In! Re Florida Jobs Generated by Heritage Tourism Construction Agric., Forest, Fish, Government Manufacturing Transport ervicas Wholesale Retail 51,794 Services 30;068 finance, Instlr. & Real Estate 9,903 Manufacturing: 7,365 Transport 3,445 Wholesale 3,221 Agric., Forest, Fish & Mining 964 Construction 558 Government 490 Heritage Tourism Study: St. Johns Count onhe St. Johns County Tourist Development Council (TDC) commissioned the University of Florida's Center for Tourism Research and Development within the Department of Recreation, Parks and Tourism in 2001 to conduct a study of the impact of tourism on St. Johns County and St. Augustine, Ponte Vedra and The Beaches. The study, coordinated by Drs. John Confer, Lori Pennington -Gray, Brijesh Thapa and Stephen Holland, was supported by the Florida Department of State, Division of Historical Resources; the National Trust for Historic Preservation; and the City of St. Augustine. Specifically, the study will seek to address the following areas: 1. The size, relative to all St. Johns County visitors, of the heritage traveler segment, including excursionists. 2. Key factors in the heritage travelers' decision to visit St. Johns County, including the role of histori in selecting St. Jahns County as a vacation destination. 3. Key activities that heritage travelers to St. Johns County participated in while visiting. 4. The economic impact generated by the heritage traveler segment on the St. Johns County econ expenditure patterns while visiting, the average length of stay, and lodging, shopping, and dining choices. J ECONOMIC 01PAC13 OF HISTORIC PRESERVATION IN FLORIDA 15 01 P 44 .. inkI , r )VA t l flit Ib"Phi, Main sfreet Pr ogram Downtown revitalization is an important economic component of historic preservation, and Florida communities of every size have restored their main streets and rediscovered their sense Of Place. Diverse investment programs. throu8h levera8in8 of and private funds. are redesigni% the way Floridians thinly about and use their downtowns. lorida's Main Street program, a technical assistance program for communities of 5,000- 50,000 in population, though the program may be tailored to smaller communities and pocket historic commercial areas of larger cities, has invested $4 million in state grant funds to eighty partici- pating communities, yielding a total public/private investment of $486.5 million since the program began in 1985.' The investment also resulted in 1,816 new businesses and more than 7,000 jobs.I FINDINGS: Economic Impacts of Florida Main Street Program -1 FIor das Main S1reet program represents a net investment of $64 million in construction plus retail job benefits in FY2000-2001. ® Estimated average new full-time jobs created by this investment is 850 in Florida in FY2000-2001. M The overall economic impact in Florida of the $64 million direct investment is: • 3,202 jobs • $81 million in income • $132 million in gross state product • $31 million in taxes (federal, state and local) • $116 million in in-state wealth ® The largest number of in-state Florida jobs fostered by Main Street investment is in the retail sector, ® Other large sectors of Florida jobs benefitting from Main Street invest- ment are construction, services, and manufacturing. KISSIMMEE Local officials in Kissimmee are working to restore a community histo- ry steeped in Florida's ranching and cowboy her- itage. Kissimmee joined Florida Main Street in 1997 in an effort at downtown revital- ization, and completed a $2.3 million streetscape project that contributed to the beautification of downtown.' City officials are using a Community Develop Block Grant program to extend the renovation to building facades. They have designed the city's entry gate and logo to reflect the cowboy heritage. The city has just hired its first historic preservation official in an effort to continue the restoration efforts. AUBURNDALE Auburndale became a Main Street community in 1992 and merged its Main Street efforts with the Auburndale Chamber of Commerce in 1997, becoming the first such merger in Florida.' Downtown Auburndale received another boost through a grant from the Florida Department of State to reconstruct the old train station, which was dedicated in 2002 and serves as a museum and tennis cen- ter for the city.' DELAND Established in 1985 as one of Florida's first Main Street programs, DeLand's initiative remains alive today. The Main Street program in DeLand has generated $55 million in public construc- tion and is credited with increasing occupancy rates from forty to ninety-eight percent. Other benefits the city has seen as a result of being a Florida Main street community mode increased sales tax revenue from new businesses; increased inter- est in historic Dreservation: and store front renovations aided by local matching grants.' Main Street PANAMA CITY Panama City Main Street is a program of the Panama City Downtown Improvement Board, Community Redevelopment Agency. In the past year, more than $12.4 million has been invested in the ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA 17 ■ Delray lieao6 community, and more than eighty- three new jobs have been created. The occupancy rate for commercial space along the main business corri- dor has risen from 82% to 95% with 34 businesses starting or relocating into the District. With the assistance of Florida Main Street, district mer- chants have received retail consulta- tion and promotions have begun such as the "Celebrate Downtown Festival of Nations" and the "We're Diggin' Downtown" streetscape public relations campaign.' HAMILTON COUNTY The state's only countywide Main Street program, in Hamilton County, serves the communities of Jennings, Jasper, and White Springs. Main Street is assisting local officials and businesses in promoting eco - tourism of the region.8 HOMESTEAD Homestead showcases its Main Street achievements the first Friday of each month with an evening known as "Friday Fest". Sightseers can take in live music as they stroll around restored historic buildings such as the Old Town Hall, which was construct- ed in 1917. Rehabilitation on the 7,000 square foot building began Florida Main Street GommunitieS .Since 1985 Arcadia Hamilton County Pahokee Auburndale Homestead Palatka Avon Park Immokalee Palm Harbor Bartow Indialantic Panama City Blountstown Key West Perry Bonita Springs Kissimmee Plantation Chipley Lake City Plant City Clermont Lake Park Quincy Clearwater Lake Wales Riviera Beach Clewiston Lake Worth St. Cloud Cocoa Largo St. Petersburg/ Crestview Leesburg Grand Central Dade City Marathon St. Petersburg/ Dania Beach Marianna 22nd Street South Davie Miami Beach Sanford Daytona Beach Miami Downtown Sarasota/Newtown DeLand Miami Overton Sebring Delray Beach Miami Shores Stuart Dunnellon Milton Tarpon Springs Eustis Monticello Titusville Ft. Lauderdale/ Naples Venice Sistrunk Blvd. New Port Richey Vero Beach Ft. Myers Beach New Smyrna Beach Wauchula Ft. Myers Oakland Park Winter Garden Ft. Pierce Ocala Winter Haven Ft. Walton Beach Okeechobee Ybor City Goldenrod Orlando Zephyrhills Haines City Ormond Beach 18 ■ prior to Hurricane Andrew; not sur- prisingly, the storm necessitated fur- ther work on the structure. Replacement trusses were crafted from trees felled by the hurricane. Begun in 1993, Homestead's Main Street program relies largely on the local spirit of volunteerism. Recently, the program's lead organiza- tion has hired an outside consultant to assess the current market situation and identify areas in which improve- ments could be made. Homestead's downtown has witnessed an influx of more than $300,000 toward efforts to beautify and rebuild the area. Homestead Main Street's Design Committee is currently working on a historic district designation report requested by the City of Homestead. The report will consist largely of a series of maps depicting structures over fifty years old, architecturally significant structures, proposed improvements, and sites of historic or cultural significance." FORT PIERCE Main Street Fort Pierce was established in 1988 and is supported in part through paid memberships with support levels from $15 to $1,000. The winner of several awards (such as "Outstanding Florida Main Street Image Campaign" in 2000), the program sponsors dozens of local events annually, including "Coffee with the Mayor". This monthly opportunity runs September through May and allows organizations and businesses to present themselves to others in the community. August brings the Reverse Raffle and Silent Auction, a themed event held the third Saturday of the month. And the first Sunday in December is "Sights and Sounds on Second", a festival that culminates in the lighting of the city's Christmas tree. ECONOMIC MIpACrS OF HISTORIC PRESERVATION IN FLORIDA Main Street Fort Pierce bought and is in the process of restoring the historic Sunrise Theater with more than $5- mil- lion raised from private dona- tions and state grants. Fifteen facade projects also benefitted from state grants, as did the ren- ovation of the Historic City Hall, a landmark constructed in 1925 that was once slated for demoli- tion. In 1995, the program spon- sored a charette to generate a master plan for the historic downtown area. Results of this master plan include a new $2.5 million library. Main Street Fort Pierce also has supported the works of the St. Lucie Mural Society in bringing four murals to downtown depicting images of local significance.t° 1. "Florida Main Street Communities Quarterly Report Data Base," Information supplied by Thadra Stanton, Florida Mainstreet Program Assistant, Florida Department of State (Mar. 7, 2002). Main Street initially was developed by the National Trust for Historic Preservation. Since 1900, Mainstreet has contributed some $16.1 billion in public and private investment in forty states and over 1,600 American cities. Further information about this nationwide program is available at http://www.mainstreet.orci/. 2. As of August, 2002, Florida's Main Street Program has yielded a total public/private investment of more than $8552 million resulting in the creation of more than 2,300 new businesses, and more than 8,900 jobs. "Florida Main Street Quarterly Report Data Base" (Aug. 14, 2002) 3. Katherine Harris, Making it Count: How the Arts and Historic Preservation Can Make a Difference In Your County, Ft aRDA CouNm (Nov./Dec 2000). 4. "Auburndale Chamber Mainstreet," Information published by the Auburndale, Florida, Chamber of Commerce, 2001/2002. 5. Interview with Doug Taylor, Building and Zoning Director, and Cindy Hummel, Director, Parks & Recreation, City of Auburndale. (Feb. 5, 2002). 6. E-mail from Taver Comet, Deland Main Street Program Manager (April, 2002). Further information is available at bdpJ/wwwl.flausa.comAnteresWmainstreet/ce.pbp. 7. E-mail from Laura Lee Corbett, Florida Main Street Program Coordinator, Florida Dept. of State (Aug. 2002) 8. Hann, supra note 3. 9. E-mail from Dale Cunningham, Homestead Main Street Program Manager (April, 2002). Further information is available at http://w"1.flausa.comAnterests/mainstreet/se.php and htt,T://www.homesteadmainstreet.com, ^ 10. Information about these local Main Street Programs is available at htto://www. mainstreetfortoierce.ora and hUp://www.visimludefla.coffvbWarv&htmi, ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA 19 .0 yAl Hisforical Museums, Parrs & Sites Archaeologists estimate that humans have inhabited Florida for more than ten thousandyears.' Monuments and sites com- memorating that lon(s histol lure the adventurous and the Just Plain curious to the state. These richly diverse historical resources include Native American sites, museums, battlegrounds, parrs, courthouses? downtowns, hotels, motels, beaches, historic marlrers and heritage trails. bile Florida's tourism of 2002 might be better known for the Central Florida theme parks, which pump millions of dollars into the state's economy annually, tourism steeped in yes- teryear continues as a growing seg- ment of the tourist economy as well. Visitors to the state frequent- ly combine both theme parks and historic sites on their itineraries. A recently released survey by Visit Florida, found that six in ten respondents (61%) among Floridians who took a vacation in Florida last year participated in a history -based activity. These activi- ties included visiting historical museums or memorials, old homes, historic villages, Native American sites, military sites, parks or other historic sites' These findings are comparable to similar surveys of all Florida visitors in 1998 and 1999. In 1998, 52.9% of all vacationers and 57.5% of Floridians who vacationed in Florida said they visited historic sites during their trip. The figures were similar for 1999, when 54.3% of all vacationers and 55.5% of Floridians said they visited historic sites while a tourist in Florida.' With Visit Florida reporting 58.8 million tourists in 1999,6 the number of vis- itors interested in historic sites and activities is quite significant. These "heritage tourists" can visit a wide variety of sites in the state. Florida has more than 1,400 listings on the National Register of Historic Places.' Of the state's 356 museums, some 183 are consid- ered historic, representing 1,610 employees, welcoming some 9.7 million visitors last year and hav- ing operating budgets totalling $67.8 million.,' The Florida Department of State's Division of Historical Resources awards grant funds to Marjorie Kronen Rawlins Dose. rose reek non-profit Florida history muse- ums for operating budgets and to museums for exhibits regarding the history of Florida. Since 1997, the Division has awarded 338 grants, totaling more than $8.4 million.' FINDINGS: Economic Impacts of the Operations of Florida Historical Museums ® Historical museums represent more than one-half of all the muse- ums in Florida. ® Historical museums in Florida had an operating budget of $68 million for 2001. ® Of the $86 million of Florida gross state product generated by historical museums, $29 million benefits the services sector, and $23 million benefits the finance, insurance, and real estate sectors. N The total economic impact of Florida historical museums net ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA 21 Henry B. Plant Museum. University of Tampa spending is 1,989 jobs, represent- ing an income of $54 million and $19 million in total federal, state, and local taxes. FLORIDA STATE & NATIONAL PARKS Florida's historic diversity might best be reflected in the state park system, which stretches from the Alabama line to the Florida Keys. From the creation of a monu- ment at Olustee Battlefield in Baker County in 1899, the Florida State Park system has celebrated the sig- nificant events and locations in state history.10 The Civilian Conservation Corps, created in 1933, assisted in the development of the state park system. By 1938 the Florida State Park System consisted of nine parks, Highlands Hammock in Hardee County, Hillsborough River in Hillsborough County, O'Leno in Alachua and Columbia counties, Myakka River in Manatee and Sarasota counties, Fort Clinch in Nassau County, Suwanee River in Hamilton, Madison, and Suwanee counties, Gold Head Branch in Clay County, Torreya in Liberty County and Florida Caverns in Jackson County 11 Today, Florida's network of state parks tris -crosses the state, reporting 18.1 million visitors in 2000-2001.'2 Of the 156 Florida state parks, 46 include sites in the National Register. Among those visitors, more than 46.2 percent traveled to a state park that is historic or includes some historic or archeological site within its borders." Visitors to these parks of both the tradition. facilities of state parks and the histor- ir lly significant sites. Florida's national par'. include historic sites. Visitors to national parks local,,. Florida's borders, inc!",_ Castillo de San Marcos National Monument in St. Johns County and Dry Tortugas National Park in Monroe County, accounted for more than 5.2 million of the 8.7 million vis- itors to national parks during 1999." Cape Florida Ligl,c Hose 22 ECONOMIC RNPACTS OF HISTORIC PRESERVATION IN FLORIDA T National Register of Historic Places: Florida Listings' Alachua, 45 Lake 20 Baker 3 Lee 44 Bay 4 Levan 55 Bradford _______3 Levy 3 Brevart! 42 Liberty 4 Broward $3 Madison 7 Calhoun 4 Manatee 24 Charlotte 16 Marian Citrus 3 Martin 5 Clay 22 Monroe 38 Gotl�� � P�iassalr,t �� Columbia 10s OkaloosM_. 7 Dade I" (Okeechobee 2 DeSoto 1 Orange 36 Dbde 2 Osceola 7 Duval 78 Palm Beach 67 Escambia 33 Pasco 7 Fiagler 4 Pinellas 54 Franklin 10 Polk 61 Gadsden 44 Putnam 1s Oochrist 0 St. Johns 32 Gloms 2 St. Lucie 16 C,ulf 3 Santa Rosa 17 Hamilton 4 Swmarta, 78 Hardee - _Sermirmle, ---12 Hendry 19 Sunk* 2 Hernando 'd S tiannere 7 Highlands 13 T4yla' 2 Hillsborough 77 Union 2 Holmes 1 Voluspa71! — Indian River . 13. ' fakiulla 7 Jackson 3' Mien 5 Jefferson ly VAishingtopy 3 Lafayette 0 *Florida Master Site File and the Bureau of Historic Preservation, Survey & Registration Section. August 15, 2002. The National Register is the official Federal list of properties throughout the country that reflects the prehistoric occupation and historic development of our nation, states, and local communities. ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA 1. CHARLToH W. TEBFAu, A HISTORY of FLORIDA 8-18 (7th prtg. 1980). See also FLORIDA DEPT OF EWRON. PROTECTION, OUTDOOR RECREATION IN FLORIDA 2000, FLORIDA's STATEWIDE COMPREHENSIVE OUTDOOR RECRFAnoN PLAN (2000) available at (last visited May 30, 2002). 2. For more Information about Florida's historic courthouses, see HAMPTON DUNN, HISTORIC FLORIDA Couffmousrs (Gloucester Point, Va.: Hallmark Pub. Co., 1998). 3. For more information about Florida's historic sites, see Euor KIBNeERG, HsroRK1LL TRAvELER's GUIDE TO FLORIDA (Sarasota: Pineapple Press, Inc.,1997). 4, Cultural, Heritage, and Naturism in Florida, Memorandum from Vicki Verhine, Sr. Market Research Analyst, + Visit Florida (Mar. 27, 2002). 5. "History -Based Activities and the Florida Tourist" Visit Florida Research Dept, 2000). 6. Vatr FLORIDA, FLORIDA MsrroR Sww 2000 (2000). i 7. General information about the National Register of Historic Places is available from the National Park Seeuce . Far -more -information abut Florkhrllstin95--on-tie National Register, see MORTON D. WiNsa G, FLaaDAN H Dw THROUGH hs RACES: PROPERTIES IN THE NATIONAL REGISTER or HISTORIC PLACES (Gainesville: Univ. Press of Fla., 1995), updated online at freac-fipj.edu/HistoricPtaces/Atlas.htFni (last visited August 16, 2002). 8. E-mail from Malinda Horton, Exeaitive Director, Florida Association of Museums, to JoAnn Klein, University of Florida College of Law (Jan.14, 2002). Further information about the Florida Association of Museums is available at 9. Infomhation supplied by the Division of Historical Resources, Museum Grants Program. 10. Florida Dept. of Environ. Protection, History of the Florida State Park System, available at httD_//www.d stag fl Lm�2ararklksAr& :. atlon/history htm (last visited May 30, 2002). 11. Id. 12. State Parks and Areas: Attendance at Parks by Dept. of Environ. Prot. Districts in the State and Spedffed Counties of Florida, Fiscal Years 1998.1999 & 1999-2000 in FLORIDA STATWr AL AssTRACr 2000, 546-47 (Univ of Fla. Bureau of Econ. & Bus. Research, 2000). 13. Id. 14. Id. W�,I.�II,i SPi•ino�s l.��l;e 23 111 24 r I ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORID Historical Grants -In -Aid Pro ram and Rehabilitation Tax Incentives More than 1.400 historic properties in all 67 (Florida counties have been restored or rehabilitate since 10$5 through the Historical Resources Grants -In -Aid Program of the Bureau of Historic Preservation, Division of Historical Resources in the Florida Department of State.I This program has awarded more than $212.1 million in grants to 2.751 protects, which has keen matched ky $560 million in local funds, and the Florida Department of State reports that this represents a 200 percent return on the puklie dollars invested.! ormer Florida Secretary of State Katherine Harris has noted that approxi- mately $10-15 million annually in matching grant funds are available to "assist a wide variety of historic preserva- tion projects, including cultural resource surveys, preservation education and planning, archaeo- logical excavations, and the restoration and rehabilitation of historic buildings."' The photo- graphs included in this book illus- trate many of the historic sites in cities throughout Florida which have benefitted in some way from these state grant funds, and their successful combination of public and private investment. State officials estimate that sixty to seventy percent of the cost of the typical historic rehabilitation project in Florida is expended on labor, and that usually benefits local workers.' ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA FINDINGS: Economic impacts of the Historical Resources Grants -In -Aid Program ® For the purposes of this study, the analysis was conducted on the grants which are used largely for capital improvement purposes, including the historic preservation grants and spe- cial category grants. Florida offers one of the nation's most successful pro- grams to foster historic rehabilitation through these grants programs. ® The Florida Historical Resources Grants -In -Aid Program has econom- ic effects from both the one-time historic rehabilitation (construc- tion) it engenders and from the on- going historic tourism it supports through renovation of Florida's his- toric resources, thus resulting in vis- itation to historic sites. N From FY1996 through FY2001, the Florida Historical Resources Grants -In -Aid Program resulted in $333 million in historic rehabilita- tion through capital improvements. 041k . 011th Beach. Miami Beach ® Within Florida, the $333 million resulted in total cumulative economic impacts for FY1996- 2001 of: • 10,452 jobs • $317 million in income • $495 million in gross state product • $111 million in total taxes • $434 million in in-state wealth ® Of the $495 million in gross state product, the following sectors of the Florida economy were most greatly impacted: • Construction $111 million • Services $86 million • Manufacturing $85 million PENSACOLA Pensacola dates back more than 450 years and has one of the oldest and most active historic preservation programs in the state. Historic Rehabilitation and Tax Incentives 0 ince 1976, the Federal Historic Preservation Tax Incentives Program has; been instrumental in preserving; the historic places that give Florida cities, towns and rural areas. their special character. Administered in Florida_ by the Department of State's Division of Historical Resources, this federal program provides an investment tax credit (a dollar -for -dollar reduction of tax liability) equal to 20% of planning A .� and construction -related' costs for substantial rehabilitation ,of prop - :e ti listed in the National 1�kgwer of Historic Places, if after reh0bilitation they are used for i e -producing purposes,," The teat crsA- t is. available for owners and 'long-term lessees of historic properties. Projects must be car- ried; out in conformance with the Secretary of the Interiors Standards for Rehabilitation. Over 500 buildings across the state have been rehabilitated with benefit from this program, representing. private investment of more than $367 mi1li'on.11 In the 1970s, a push to save the unique Art Deco architecture of Miami Beach began after local residents became concerned that the brightly colored buildings of the 1930's and 1940's were serious ly endangered by decay and neg- lect." eglect." Activist Barbara Capitman began a drive to save the buildings, and today the city boasts the first and largest historic district of Art Deco architecture in the world.0 The Miami Beach Ardbitectural District (the Art Deco Historic Architectural District), one of six historic areas in Miami Beach.., hosts an estimated seven mullion tourists annually, snaking the area the number one tourist attraction in South Florida and the number two tourist destination in Florida, after the Disney attractions." City officials estimate that the influx of tourists to South Beach con- tributes more than $11 billion annually to the area.'s The city benefits from a combination of rehabilitated historic hotels and apartments, new hotels, a thriving beachfront, and a vibrant commu- nity ommanitJ all of which emerged with the city's renaissance. Miami Beach has been one of the 'largest beneficiaries of the fed- eral tax incentives program. Since the last major change to the pro- m occurred in 1986, rehabilita- tion projects qualifying for the fed- eral tax credit in the Art Deco Historic Architectural District have accounted for more than $40.7 million in private investment — with the historic properties being reused as hotels, offices, retail space and apartments. Several other cities, including Lakeland and West Palm Beach, have seen significant improve- ments in their downtown commercial areas as a result of this program. In addition to the federal incentives program, two types of local option ad valorem tax exemp- tion programs and a broad range of discretionary local incentives also encourage preservation of historic .properties in Florida communities. These incentives are often enacted through the efforts of the communtty's Certified Local Government program. Much of the preservation effort in the downtown area has focused on the Historic Pensacola Village, composed of twenty properties constructed between 1800 and 1900. Ten of these properties have been transformed into a museum complex depicting the his- tory of the city.' In 2000-2001, three Historic Pensacola Village buildings received a $250,000 grant from the state for restoration and continued museum use. The grant applicant, Historic Pensacola, Inc., estimated that, once restored, these buildings would host more than 500,000 visitors annually.6 Another $250,000 grant was award- ed to Pensacola in 1999-2000 for rehabil- itation work on the Old Pensacola City Hall, which now houses the T.T. Wentworth, Jr., Florida State Museum, with an estimated annual visitation of 40,000.' These and other historic projects in Pensacola and Escambia County have received more than $6.6 million in state grant awards since 1983. ;„WEST 'key Wests historic treasures differ -*om those of many other Florida cities .- liecause most of the structures of histori- tal significance in this southernmost city are homes and cottages, representative of Vie late 1800's.8 The charm of Key West, rrecreated from its cultural and island get - .away reputation, lures tourists by car, by air, and even by cruise ship in the hun- dreds of thousands annually. The contin- -ied restoration and rehabilitation invest- uent in Key West has been encouraged by a mixture of the state grants and federal tax credits programs. During the decade of the 1990's, the Key West Custom House, an 1891 public building that has served many govern- ment uses, underwent a major restoration for use as a museum today. Abandoned in 1974, the large structure received a variety of state grants from 1992 to 2000, totaling 26 ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA Old Chrim Ch.rch. Pensacola $1,25 million in public funds.' The Custom House is now open as a his- toric museum and is estimated to attract 150,000 tourists annually"" Key West also has received grant funds for other properties such as the Audubon House, Bahama Village Preservation, the Old Firehouse, Fort Zachary Taylor, Key West Cemetery, Key West Lighthouse, Old City Hall, the Oldest House, Truman Little White House, and archaeological programs. SPECIAL CATEGORY GRANTS While the three cities cited above are well-known for their historic projects, the special catego- ry grants program also made awards to a variety of other types of proj- ects. Recent examples include: • Governor Stone Schooner, Apalachicola Maritime o Museum, Inc., $99,015 • Gulfview Hotel, Fort Walton Beach, $174,500 • Key West Naval Storehouse, $359,000 • Stetson University Historic District, $350,000 • Wakulla Springs Lodge, $97,875 • White Hall, Bethune-Cookman College, $400,000 1 . FLORIDA DEPT. OF STATE, Div. OF HISTORICAL RESOURCES, FISCAL YEAR 2001-2002, RESTORATION OF HIST. PROPERTIES, SPECIAL CATEGORY PRoJEcrs, APPROVED & RANKED BY THE FIA. HisT. PRESERvAnoN Arnnsm COUNCIL Vii (2000). 2. Katherine Harris, Making it Count. How the Arts and Historic Preservation Can Make a Difference in Your County, FLORIDA CouNTIEs (NovJDec. 2000). 3. Id. Further information about the Historical Resources Grants-l"d Programs, including examples of recent grants and application information, is available from the Division of Historical Resources at http,/Zdhr.dos,state.fl.us/bhp/grants (last visited Mar. 10, 2002). 4. Harris, supra note 2. S. City of Pensacola, Architectural Review Board, Planning and Neighborhood Development, available at www.ci.penPcQ1a.fI.us. 6. FLORIDA DEPT. OF STATE, DN. OF HISTORICAL RESOURCES, FISCAL YEAR 2000-2001, RESTORATION OF HIST. PROPERTIES, SPECIAL CATEGORY PROJECTS, APPROVED & RANKED BY THE FLA. HIST PRESERVATION Amsm COUNCIL 22 (2000). 7. FLORIDA DEPT. OF STATE, DIV OF Hlsrow-AL RESOURCES, 1999-2000 BuDGET REOUEsT, RESTORATION OF HISTORIC PRoPERmEs, SPEGAL CATEocm PRoJECrs 35 (1999). 8. City of Key West, 'Key West Facts," available at httDJ/www.keyunm 9. "Historic Preservation Grants Awarded," Information supplied by Florida Dept. of State, Div. of Historical Resources, May, 2001. 10. See 1999-2000 Budget Request, supra note 7, at 21. 11. I.R.C., 26 U.S.C. §47 (2002). 12. "Florida Projects Qualifying for Federal Rehabilitation Tax Credit, 1/1/1987-3/7/2002," information supplied by Florida Dept. of State, Div. of Historical Resources. 13. For more information about Miami Beach's Art Deco district, see FRoM WInERNEss To METRoPots: THE HlsroRY AND ARtHgEcrum OF DADE Courm (1825.1940053 (Metropolitan Dade Co., Office of Community Dev., Hist. Pres. Div., 2d ed.1992). 14. Further information about this important restoration is available from The Miami Design Preservation league, at www.mdoI,QW, 15. City of Miami Beach, "Tourism Overview," available at http://www.ci.miami-beach.fl.us, 16. Id. Total Grant Projects, 1983-2002 COUNTY NO. VALUE Alachua 64 $3,715,724 Baker 12 876,388 Bay 13 615,075 Bradford 2 125,615 Brevard 49 2,577,887 Broward 83 6,289,838 Calhoun 12 1,395,647 Charlotte 13 274,274 Citrus 28 2,059,967 Clay 23 1,194,577 Collier 15 836,927 Columbia 11 738,860 Dade 237 18,712,701 DeSota 3 275,000 Dixie 9 83,715 Duval 111 11,672,080 Escambia 69 6,652,967 Flagler 12 998,167 Franklin 29 1,937,755 Gadsen 23 2,374,170 Gilchrist 2 50,000 Glades 5 300,510 Gulf 9 658,728 Hamilton 13 393,917 Hardee 8 660,145 Hendry 13 977,994 Hernando 3 108,632 Highlands 25 1,576,874 Hillsborough 128 12,425,146 Holmes 1 20,500 Indian River 18 1,078,430 Jackson 13 929,225 Jefferson 37 3,729,073 Lafayette 2 466,977 Lake 51 2,679,060 Lee 55 3,543,064 Leon 96 11,976,800 Levy 14 532,802 Liberty 3 112,317 Madison 11 1,738,940 Manatee 33 1,759,618 Marion 49 1,489,183 Martin 23 2,471,720 Monroe 110 8,384,800 Multi -County 28 341,092 Nassau 37 2,960,373 Okaloosa 18 982,868 Okeechobee 4 798,625 Orange 73 6,551,380 Osceola 13 760,625 Palm Beach 140 9,429,150 Pasco 44 2,975,385 Pinellas 106 7,462,969 Polk 103 10,454,884 Putnam 28 1,403,673 Santa Rosa 37 1,292,377 Sarasota 77 8,164,860 Seminole 21 1,048,207 St. Johns 123 11,793,983 St. Lucie 27 1,978,992 Statewide 104 3,607,287 Sumter 6 842,674 Suwannee 11 1,696,965 Taylor 12 334,585 Union 3 868,750 Volusia 162 12,577,525 Wakulla 12 953,938 Walton 14 694,669 Washington 8 697,350 Total 2751 $212,144,448 ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA 27 f y G w !+•Jr . 4 iio 95�r_l 1S Proert Values p .� Historic Preservation is dependent upon local ordinances and programs. These ordinances are usual Part of zoning ordinances and administered through zoning mechanisms. These ordinances t�rpically create a board to designate historic districts or landmarics, together with criteria for designation. he ordinances then set forth a process under which designated prop- erties must seek review for certain external alter- ations, demolitions or other con- struction.' A review of assessed val- ues of historic properties in Florida has shown that historic preserva- tion helps to maintain property val- ues. The results are similar to stud- ies in other states and show that historic property often appreciates at higher rates than similar non - historic property.' Project staff collected property appraiser information for more than 20,000 parcels in eight Florida cities for the years 1992, 1997 and 2001.3 They then reviewed changes in assessed property values in eighteen historic districts and twenty-five comparison neighborhoods. The review compared property of a simi- lar description (e.g., Single Family Residential), measuring percentage changes from 1992-1997, 1997- 2001 and 1992-2001. Assessed property values over the ten-year period from 1992-2001 were reviewed for the following cities: Jacksonville: 1 historic district (both National Register & local), 2 comparison neighborhoods • Gainesville: 2 historic districts (both National Register & local), 2 comparison neighborhoods • Ocala: 2 historic districts (both National Register & local), 3 comparison neighborhoods • Tampa: 2 historic districts (both National Register & local), 2 comparison neighboFhoods • St. Petersburg: 4 historic districts (local), 6 comparison neighborhoods • Lakeland: 4 historic districts (3 National Register & local, 1 local), 5 comparison neighborhoods • West Palm Beach: 2 historic districts (1 National Register & local, 1 local), 2 comparison neighborhoods • Lake Worth: 1 historic district (local), 1 comparison neighborhood Although the property values review was not a comprehensive survey of all Florida property, its conclusions are based on a fairly representative sample of mainly residential historic districts in eight large and medium-sized Florida cities. FINDINGS: Comparative Property Values Analysis ® Historic preservation helps to maintain property values in Florida. 0 In at least fifteen of the eighteen cases studied, property in the his- toric district appreciated greater than in the non -historic comparison neighborhoods ® No instance was found where his- toric designation depressed property values. FLORIDA COMMUNITIES In a desire to live near their downtown offices or in communities reminiscent of their grandparents' homes, young professionals have joined long-time local residents trying to improve declining urban neighbor- hoods, and are creating a market throughout Florida for homes located in historic districts. As demand increases, value of these properties increases, according to city staff in a sampling of Florida communities. ORLANDO The City of Orlando conducted an informal analysis of sale prices in two historic districts during the 19901;. They found a pattern of increased sale price per square foot, using information from neighbor- hood association newsletters and from the local property appraiser. Their analysis of selected properties indicated that: (a) in the Lake Lawsona historic district, which was designated in 1994, the sale price per square foot increased from $55.12 in ECONOMIC IMPACTS OF HISTORIC PRESERVA71ON IN FLORIDA 29 Tampa 1992 to $129.11 in 2001; and (b) in the Lake Eola Heights historic dis- trict, which was designated in 1989, the sale price per square foot increased from $45.55 in 1990 to $117.55 in 2002.' TAMPA In the past twenty-three years, the Hyde Park Historic District of Tampa transformed from a depressed area with rooming houses and board- ing houses to a premier neighborhood with homes now selling for $1 mil- lion.' According to a Tampa real estate consultant, Hyde Park is experiencing a 10 percent appreciation per year and houses can be sold in as quickly as a matter of hours.6 Tampa Heights is being trans- formed through home ownership investment and city investment in infrastructure.' Throughout the dis- trict, neighborhood redevelopment is apparent. OCALA The Ocala Historic District, cen- tered on Fort King Street, has been brought back to life from a declined neighborhood in the 1980's to a high- ly desirable residential area today.' The district began with a group that want- ed to save the homes in the area, and worked to achieve an ordinance through the city. WEST PALM BEACH The combination of living in a historic district, and proximity to a booming historic downtown corri- dor along Clematis Street and a new large-scale mixed-use development, have contributed to increased prop- erty values during the past two or three years in the West Palm Beach districts of Grandview Heights and Flamingo Park.' LAKELAND The City of Lakeland, which encourages historic districts with city -supported infrastructure such as historic light fixtures, brick street repair and tree 'replanting, has four residential and one commercial his- toric districts. The oldest district is South Lake Morton which has emerged from divided houses used as apartments fifteen years ago to single family home ownership today. City staff estimate that five years ago a property in South Lake Morton, where many properties are bungalows, could be acquired for rehabilitation for $45,000450,000. Today, they estimate, it will cost closer to $100,000.10 ST. AUGUSTINE Lincolnville, the last remaining historic neighborhood in St. Augustine, which is undergoing rehabilitation, has experienced an increase in buying/selling in the past five years. City staff estimate that five years ago, a house in disre- pair could be purchased for $10,000 and resold. The cost of such a house in disrepair has climbed to in excess of $65,000, and today small vacant lots are sell- ing for that amount." GAINESVILLE Property values in two Gainesville residential historic dis- tricts were evaluated over the period 1992-2001.12 The Northeast Historic District has about 160 acres of homes dating from 1875 through the 1920's, including Epworth Hall, part of the old East Florida Seminary, which later became the University of Florida. Listed on the National Register since 1980, the area saw much rehabilitation work in the 1990's. The Northeast Historic District was compared with the Golfview neighborhood, a residen- tial area in southwest Gainesville near the present OF campus. Over the ten-year period from 1992-2001, average single family residential property values rose by more than 67% in the Northeast Historic District, compared with 52.5% for Golfview, Pleasant Street Historic District, Gainesville's oldest African-American neighborhood, was listed on the National Register in 1989, and contains more than 270 homes built between 1870 and the 1930's. This neighborhood was compared with the mixed use area immediately west known as the Fifth Avenue neighborhood. Single family property in Pleasant Street increased by some 48% from 1992- 2001, compared with 41% for the Fifth Avenue neighborhood. (See charts on following page.) 30 ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA l'je Parr. Tampa J1113 Percentage Change in Assessed Property Value ®�u� 1992-2001 /� I ■ n-0 �n 1� ��- 1d':dI , –lip % Change 1992-2001 /= R ��� . 0-25 25-50 a1��� 50-100 '100-200 e �� '200 Northeast Historic District, Gainesville 96 Change in Assessed property Value 1992-2001 Change 1992-2001 ■■_-- ■■ MEMOIN <-10 OEM EMPF M � i.. 10-0 ME■■IONINEVIliOm INNER b 0-25 50100 INNEWS::■�m - 100-200WIN m ■ ■ m l ■ ■ EO > 200 MINE 1. See generally Florida Certified Local Government Guidelines Pt. B.1. (Revised Nov. 1993) (available from the Bureau of Hist. Preservation). 2. For more information on affects of historic preservation on property values in other states, see, e.g., JONI LEITHE & PATRICIA TIGUE, PROFITING FROM THE PAST THE ECON. IMPACT OF HISTORIC PRESERVATION IN GEORGIA 8-9 (1999); CENTER FOR URBAN POLICY RESEARCH, RUTGERS UNIV, PARTNERS IN PROSPERITY. THE ECON. BENEFITS OF HISTORIC PRESERVATION IN NEW JERSEY 16-18 (1996); DONOVAN D. RYPKEMA, THE VALUE OF HISTORIC PRESERVATION IN MARYLAND 34 (1999). 3. For comparison, Florida had more than 9.6 million parcels statewide with a value of $1 trillion in 2000. General information on Florida property valuation is available from the Florida Department of Revenue, at htto://sun 6.dms.state.fl.us/dor/property/. 4. Interview with Jodi Rubin, Historic Preservation Officer, Planning & Development Dept., City of Orlando (April 10, 2002). 5. Interview with Del Acosta, Administrator, Historic Preservation, City of Tampa (Feb. 20, 2002). 6. Interview with John Jones, real estate consultant, Tampa, Florida (Feb. 20, 2002). 7. Interview with Linda Saul -Sena, City Council, City of Tampa (Feb. 20, 2002). 8. Interview with Holly Lang and David K. Herlihy, Planning Dept., City of Ocala (Feb.15, 2002). 9. Interview with Emily Stillings, Senior Historic Preservation Planner, West Palm Beach (Feb. 4, 2002). 10.lnterviews with Randy Mathews, Community Development Dept. Planner; Ken Hancock, Community Development Intern; and David Pipkin, Realtor, Picard & Picard Realtors, Lakeland (Feb. 5, 2002). 11. Interview with David D. Birchim, Senior Planner, City of St. Augustine (Mar. 29, 2002). 12. For further information about Gainesville historic districts, see Ben Pickard, Historic Alachua County and Old Gainesville: A TOUR GUIDE To THE PAST 1061 (2001); Morton D. Winsberg, FLORIDA's HlsroRy THRoucH ITS PLACES 24 (Gainesville, Univ. Press of Fla., 1995). Tampa Single Family Residential Assessed Values BO 70 60 a mso L u C 40 V a 30 20 10 0 i 92-97 97-01 Hyde Park Historic District Davis Island Gainesville Single Family Residential Assessed Values so 70 60 rn 50 M L 40u c v o 30 20 10 92-01 92-97 97-01 92-01 Pleasant Street Historic District NE Historic District 5th Avenue Golfiew 31 ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA a 1 L l IN H Aenowled�'b ements Federal Disclaimer This project (or publication) has been financed in part with historic preservation grant assistance provided by the National Park Service, U.S. Department of the Interior, administered through the Bureau of Historic Preservation, Division of Historical Resources, Florida Department of State, assist- ed by the Florida Historical Commission. However, the contents and opinions do not nec- essarily reflect the views and opin- ions of the Department of the Interior or the Florida Department of State, nor does the mention of trade names or commercial products constitute endorsement or recommendation by the Department of the Interior or the Florida Department of State. This program receives Federal financial assistance for identification and protection of historic properties. Under Title VI of the Civil Rights Act of 1964, Section 504 of the Rehabilitation Act of 1973, and the Age Discrimination Act of 1975, as amended, the U.S. Department of the Interior prohibits discrimina- tion on the basis of race, color, national origin, disability, or age in its federally assisted programs. If you believe you have been discrim- inated against in any program, activity, or facility as described above, or if you desire further information, please write to: Office of Equal Opportunity, National Park Service, 1849 C Street, NW, Washington, DC 20240. Research for the report was conducted by: At the Center for Governmental Responsibility, University of Florida Levin College of Law: Timothy E. McLendon and JoAnn Klein of the Center for Governmental Responsibility, Levin College of Law, University of Florida, with assistance from Stephanie Mickle, Coordinator, Kelly Samek 6t Michael Moyer, Legal Research Assistants; Laura Coates, Office Manager; Lenny Kennedy, Senior Secretary; Barbara Seiger, Secretary; Linda Baldwin, Coordinator; Alexandra Amador, Justin Barbour, and Jenny VanDerVliet, Student Assistants At the Center for Urban Policy Research, Rutgers State University: David Listokin and Michael Lahr of the Center for Urban Policy Research, Rutgers State University, with assistance from Sachiyo Takata, Leena Basynet, Uzoma Anukwe, and Shannon Darroch. Heather Mitchell, Executive Director, and Caroline Tharpe, Membership dr Events Coordinator, Florida Trust for Historic Preservation, Inc. Paul Zwick, Professor and Chair, Department of Urban and Regional Planning, and Director, Geo -Facilities Planning and Information Research Center (GeoPlan), College of Design, Construction and Planning, University of Florida Stanley Latimer, Research Scientist, Geoplan, Department of Urban and Regional Planning, College of Design, Construction and Planning, University of Florida James C. Nicholas, Professor. of Urban and Regional Planning, College of Design, Construction and Planning, and Affiliate Professor of Law, Levin College of law, University of Florida Julian C. Juergensmeyer, Ben F. Johnson Chair in Law, College of Law, Georgia State University, and Emeritus Professor, Levin College of Law, University of Florida All photos are courtesy of: JoAnn Klein; Timothy E. McLendon; Florida Trust for Historic Preservation, Inc.; Bureau of Historic Preservation, Division of Historical Resources, Florida Department of State; Florida Main Street; Key West Historical Society; and Michael Zimny. Project staff thank the many state and local government officials, business owners, and community leaders who provided assistance and research for this report, includinq: Florida Department of State Division of Historical Resources Janet Snyder Matthews Director and State Historic Preservation Officer Florida Department of State Office of General Counsel Gerard T. York Assistant General Counsel Florida Department of State Bureau c f Historic Preservation Frederick P. Gaske Chief Deputy and State Historic Preservation Officer Laura Lee Corbett David Ferro Walter S. Marder Barbara Mattick Mary Rowley Thadra Stanton Robert C. Taylor Florida Department of State Bureau of Historical Museums Diane Alfred Lea Ellen Thornton Florida Association cf Museums Malinda Horton Florida Park Service, Florida Department of Environmental Protection Carlene Barrett Visit Florida Cliff Nilson Clarissa Otoro Robin Phillips Vicky Verhine University of Florida Levin College of Law E.L. Roy Hunt Professor Emeritus University of Florida, Bureau of Economic and Business Research Chris McCarty Center for Tourism Research and Development, Department erf Recreation, Paries and Tourism, University of Florida John Confer Steve Holland Lori Pennington -Gray Brijesh Thapa ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA 33 Alachua County City of Jacksonville Ed Crapo Carole A. Burchette Property Appraiser Joel MacFachin James Reed City of Auburndale James Schock Cindy Hummel Lisa Sheppard Doug Taylor Town of Jupiter City of Coral Gables Cindy Gartman Donna Lubin City of Key West DeLand Main Street Carolyn Walker Taver Cornett City of IGssimmee City of Delray Beach, formerly State Amy Carbajal Division of Historical Resources, Gail Hamilton Bureau of Historic Preservation Wendy Shay City of Lakeland Ken Hancock Formerly of City of Delray Beach Randy Mathews Ellen Uguccioni Connie Rossman Fernandina Beach David Pipkin David Caples Realtor Innkeeper City of Lake Worth City of Gainesville Ron Gaff Maki Brown Frederike H. Mitmer Dee Hendricks Douglas R. Murdock Loretta Sharp Realtor Highlands County Helen McKinney City of Miami Beach Duane Neiderman Thomas R. Mooney Hillsborough County Town of Micanopy Marilyn Hett Karen Strobles Homestead Main Street City of Mount Dora Dale Cunningham Gus Gianikas Sherry McKittrick Mount Dora Area Chamber of Commerce Craig Was City of Ocala David K. Herlihy Holly Lang City of Orlando Jodi M. Rubin City of Perisacola Mary Ann Peterson Carla Schneider City of Saint Augustine David D. Birchim Mark Knight City of Saint Petersburg Rick Smith Karl J. Nurse Businessman Jeffery M. Wolf Developer Sarasota County Richard Hurter Sarasota County Historical Commission Louie Muldowney City of Tallahassee Laura Williams Tallahassee Trust for Historic Preservation Beth LaCivita Alyssa McManus City of Tampa Del Acosta Nick D'Andrea Linda Saul -Sena Tampa City Council Member John Jones Real Estate Consultant City of West Palm Beach Richard Jones Nestor Novaro Sherry Piland Emily Stallings Town of Windermere Sherry Music Ybor City Development Corporation Maricela Medrano de Fakhri 34 ECONOMIC IMPACTS OF HISTORIC PRESERVATION IN FLORIDA