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 I read of the five city blocks near the Metrodome that were included in the Strib fire sale.  If also the "base newspaper" tanked even more.  I'll paste this as a page and post it at my http://soliah.com  This is accounting way over my head but it seems "fishy".  With the Viking breaking off with Anoka County and the renewed focus on the Metrodome site for a new Vikings stadium that six city blocks asset is "hot".  This seems to reduce the "core Star Tribune newspaper value even more.  Try http://presslord.com/stribsale.htm  (I'll try setting it up now.)

 
Anyway, the Star Tribune sale might be worse than it looked before.  From the net 1999 purchase price of 1.2 billion it was sold for $530 million  (with McLatchey getting the tax writeoff that can offset the profits they received from selling the "plums" of newspaper "bundles" they bought.  That might effectively jack the real value of the sale up to $600 million or half price.
 
If you were wondering if they bought "just the newspaper".  Apparently not.  I vaguely knew of the Star Tribune property but apparently five square blocks of land adjacent to the "Metrodome" owned by the Star Tribune is include in the sale.  Thus it looks like the buyers "bought the boatload".  As for the Metrodome, it is an air supported stadium much like the old Pontiac, MI "Silverdome".  It has served us well but it was built "Spartan" and is a quarter century old.  The football Vikings have an "Iron clad" lease there until 2011.  The Metrodome is dual use but they are building a new Twins and U of MN Gopher football stadium. 
 
If you thinking long term (they "fast track construction here.) the Strib buyers could offer a land swap where they give the land for the new Vikings football stadium and then the Metrodome is demolished.  Thinking 2012 the "Phase II" of light rail should be running so we should have at least 60 cars.  With a "tight standing pack of 250 people per car the fleet has a capacity of 15,000 people.  Already one third of the Metrodome patrons use the 28 cars now in service these can serve the stadium well.  Being adjacent to downtown the Metrodome and future stadium will have plenty of parking after work hours so parking lot land is not needed.  If you live in this area in 2012 or 2015 there is also a Metrodome light rail station.  It will take you downtown for fifty cents (current downtown fair or to the airport or Mall of America (or by then downtown St. Paul but they roll up the sidewalks in St. Paul after dark as the 2008 Republican convention here will discover.)  If you want "artsy-fartsy" already the new $400 million dollar  Guthrie Theater will something like ten stages is less than half a mile away.  Oh yes, you can walk to the Vikings game or any other event at the stadium.
 
Point is, this is primo development land, especially if there is a land swap to build a new football stadium while the Vikings continue in the Metrodome until the new stadium is completed. The Vikings returned interest in a downtown stadium has been news for two or three months so the Strib buyers have had to know it.  Next is the Star Tribune's relatively new printing plant with a big "footprint".  That riverfront area is now "hot"  for development.  While the Strib plant fills the presses with the lower grade three color catalog type stuff they could easily modify the equipment to print something like the five color glossy like Vanity Fair and still do the Sunday newspaper.  (I browse the printing trade mags at work so I sort of understand this.)
 
Basic point is that the printing plant and it's "expansion land" is still worth it's original $100 million.  As for the Metrodome six blocks I'd guess that that is worth $100 million to $200 million.  Let's take the middle, $150 million.  With the printing plant that's $250 million.  Throw in a few other "non core newspaper" assets and you have half of the $530 million purchase price.  That would put the Star Tribune and it's "core" square block office building at $265 million.  Apparently the Star Tribune gets over $100 million per year in "net revenues".  Someone tried to explain this to me.  I don't know if it's correct.  "Let's say the mortgage is paid off so no debt service is figured in.  This is the revenue versus expenses with no debt service of depreciation.  The person tried to break it down to my situation.  My original mortgage, now paid off was $422 per month for 30 years,  If I bought the house today and got a market mortgage I would be paying $1200 more.  The point is my current monthly "cost" is around $400 per month versus $822 per month with my original mortgage of $1600 per month if bought today.  I don't know if this is correct but absent of debt service my house cost is around $400 per month.  This might be the revues minus loan service. 
 
The point of this is that the printing plant and it's land is sort of a "wash" with a stable value and this stadium five blocks is the "bonus prize" that has logically appreciated in value greatly since 1998 when McLatchey bought the Strib.  There was no light rail or station then and the Vikings lease was still "iron clad to 2011.    I'd need an accounting team to really figure it out but it looks like the "core" Star Tribune newspaper assets declined well over half.
 
Here is a paste of the article link and text.
http://www.startribune.com/510/story/911516.html

StarTribune.com
STADIUM010307
Last update: January 02, 2007 – 10:20 PM
Vikings wait for Star Tribune sale to resume talks about land
Zygi Wilf, who wants a new stadium, had talked to the paper already about buying its five blocks near the Dome.
By Kevin Seifert, Star Tribune
The Minnesota Vikings expect to continue discussions about purchasing the Star Tribune's properties near the Metrodome, team owner Zygi Wilf said Tuesday.
The Vikings, who hope to build a stadium as part of a larger downtown project, are awaiting completion of the newspaper's sale from the McClatchy Co. to Avista Capital Partners. The team received word Tuesday that the deal could close by the end of February, at which point talks to purchase the land would resume.
Wilf already engaged in "preliminary" talks with Star Tribune executives prior to the sale agreement, he said.
"The Star Tribune property is part of that redevelopment [area]," Wilf said, "and we'll probably be in talks with them to discuss aspects of the property."
A Star Tribune official downplayed the discussions.
"At this point, it's still preliminary conversations with the Vikings, and they haven't talked to Avista yet because Avista doesn't own the paper," said Ben Taylor, the paper's senior vice president for marketing and communications. "There haven't been a lot of discussions. ... It's minimal."
The Star Tribune owns five blocks of land near the Metrodome. Wilf has been pursuing redevelopment of the site since last spring, when the Legislature failed to approve his plan for a $1.67 billion sports, retail and entertainment complex in Blaine.
Wilf said the Vikings initially did not know whether the Star Tribune land was part of the sale to Avista, which announced the agreement Dec. 26. But in response to inquiries, the team learned Tuesday the $530 million deal will include transfer of the land to Avista, which has offices in New York and Houston.
Wilf, a retail and commercial real estate developer, has supported a site study initiated by the Metropolitan Sports Facilities Commission. The study, being performed by ROMA Design Group at a cost of $350,000, is scheduled to be completed Feb. 1.
No financing plans have emerged for the project, but Wilf said Tuesday that "the critical aspect" is to receive assistance from the Legislature, which convenes today. He said he will be patient with the legislative process but warned of rapidly rising costs.
Staff writer Mike Kaszuba contributed to this report.
Kevin Seifertkseifert@startribune.com
©2007 Star Tribune. All rights reserved.

 

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