Item M14
03/)2/2004 00:58
3058527162
COMM NELSON
PAGE 02
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
AD.D-ON
Meeting Date: March 17, 2003
Division:
Hacc
Bulk Item: Yes_ No_x_
Department: DISTRICT FIVE
AGENDA ITEM WORDING: A RESOLUTION OF THE BOARD OF COUNTY
COMMISSIONERS OF MONROE COUNTY, FLORIDA, APPROVING A SUBORDINATION
AGREEMENT AND ALLONGE TO PROMISSORY NOTE IN SUPPORT OF TRADEWJND
HAMMOCKS, LTD, AFFORDABLE RENT At HOUSING,
IT.EM BACKGROUND: In December 2001 Monroe County's State Housing Initiatives Partnership
(SHlP) Program pr.ovided a construction and permanent financing mortgage loan in the amount of
$75,000 to Tradewinds Hammocks, Ltd., in support of the construction of 66 units of affordable rental
housing located in Key Largo. The developer is preparing to covert construction debt to pennanent
financing in the amount of $1,501,026 and is requesting that Monr.oe County execute a Subordination
Agreement and Allonge to the Promissory Note necessary for this transaction,
PREVIOUS RELEVANT BOCC ACTION:
The Commission has approved. the subordination of existing SHIP mortgages under similar
circumstances previously,
CONTRACT/AGREEMENT CHANGES;
None
STAFF RECOMMENDATION:
TOT At COST:
COST TO COUNTY:
$-0-
$-0-
BUDGETED: Yes
n/a
No n/a
-
SOURCE OF FUNDS:
nla
DOCUMENTA TION:
REVENUEPRODUClNG: Yes n/._ No nf. AMOUNT PER: Month nf._ Year nI.
APPROVED BY: County Attn~~~\O~MBlPurchasjng _ Risk Management_
DlVISrONDffiECTORAPPROVAL: ~'J L~~~ _
. ~E. NELSON
Included X To Follow
DISPOSITION:
-------
Not Required
-
AGENDA ITEM # 1lJ ~
Rev. 01/03
RESOLUTION.
- 2004
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF MONROE
COUNTY, FLORIDA, APPROVING A SUBORDINATION AGREEMENT AND ALLONGE TO
PROMISSORY NOTE IN SUPPORT OF TRADEWIND HAMMOCKS, L TD, AFFORDABLE
RENTAL HOUSING.
WHEREAS, Monroe County has provided SHIP funding assistance in the amount of $75,000.00 in the
form of a mortgage loan to Tradewinds Hammocks, Ltd., in support of the construction of Tradewinds
Hammocks, a 66 units of affordable rental housing in Key Largo; and,
WHEREAS, the Tradewinds Hammocks, Ltd. is seeking to convert existing construction debt to
permanent long term financing in order to stabilizing debt service and continue to ensure long term
afTordability of the project, and
WHEREAS, said transaction would require that Monroe County subordinate the existing SHIP Program
mortgage to the new permanent financing by the execution of a Subordination Agreement and Allonge
to Promissory Note.
NOW, THEREFORE, BE IT RESOLVED, by the Board of County Commissioners of Monroe County,
Florida, that the County hereby:
Authorizes the execution of the Subordination Agreement and Allonge to Promissory Note as
attached hereto as Exhibit A.
PASSED AND-ADOPTED, by the Board of County Commissioners of Monroe County, Florida at a
regular meeting on said Board on the _ day of , A.D., 2004.
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
Mayor Nelson
Commissioner Spehar
Commissioner Neugent
Commissioner McCoy
Commissioner Rice
By:
Mayor Nelson
SEAL
ATTEST:
Approved as to form and legal sufficiency:
MONROE COUNTY AT iORNEY
AP E S TO FORM:
ate:
SUZANNE A. HUTTON
Dale ASSISTAt93C>>~""ORNEY
/
Page I of I
SUBORDINATION AGREEMENT
TillS SUBORDINATION AGREEMENT (this "Agreement") is entered into this_
day of , 2004 by and among (i) MIDLAND MORTGAGE INVESTMENT
CORPORATION, a Florida corporation whose address is 33 North Garden Avenue, Suite 1200,
Clearwater, Florida 33755 (the "Senior Lender"), (ii) COUNTY OF MONROE, a political
subdivision of the State of Florida whose address is 500 Whitehead Street, Key West, Florida
33040 (the "Subordinate Lender"), and (iii) TRADEWINDS HAMMOCKS, LTD., a Florida
limited partnership whose address is 5505 North Atlantic Avenue, Suite 115, Cocoa Beach,
Florida 32931 (the "Borrower").
Recitals
A. The Senior Lender has made or is making a loan (the "First Mortgage Loan") to
the Borrower in the original principal amount of $1,501,026.00. The First Mortgage Loan is or
will be secured by a first mortgage lien (the "First Mortgage") on a multifamily housing project
located in City of Key Largo, Monroe County, Florida (the "Property"). The Property is more
fully described in Exhibit A attached hereto. The Borrower's obligation to repay the First
Mortgage Loan is evidenced by a Multifamily Note dated , 2004 (the
"First Mortgage Note"), and is due in full on
B. The Borrower has requested the Senior Lender to allow the Subordinate Lender to
maintain a subordinate loan to Borrower in the amount of $75,000.00 (the "Subordinate Loan")
and to secure the Subordinate Loan by, among other things, having a mortgage lien against the
Property.
C. The Senior Lender has agreed to permit the Subordinate Lender to maintain the
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewlnds Hammocks
Form 4503
10/98 (Page 1)
Subordinate Loan and to have a subordinate mortgage lien against the Property subject to all of
the conditions contained in this Agreement.
D. The Senior Lender intends to sell, transfer and deliver the First Mortgage Note
and assign the First Mortgage to Fannie Mae.
NOW, THEREFORE, in order to induce the Senior Lender to permit the Subordinate
Lender to maintain the Subordinate Loan to the Borrower and to have a subordinate mortgage
lien against the Property, and in consideration thereof, the Senior Lender, the Subordinate Lender
and the Borrower agree as follows:
1. DefInitions.
In addition to the terms defined in the Recitals to this Agreement, for purposes of this
Agreement the following terms have the respective meanings set forth below:
"Affiliate" means, when used with respect to a Person, any corporation,
partnership, joint venture, limited liability company, limited liability partnership, trust or
individual controlled by, under common control with, or which controls such Person (the
term "control" for these purposes shall mean the ability, whether by the ownership of
shares or other equity interests, by contract or otherwise, to elect a majority of the
directors of a corporation, to make management decisions on behalf of, or independently
to select the managing partner of, a partnership, or otherwise to have the power
independently to remove and then select a majority of those individuals exercising
managerial authority over an entity, and control shall be conclusively presumed in the
case of the ownership of 50% or more of the equity interests).
"Borrower" means the Person named as such in the first paragraph of this
Agreement and any other Person (other than the Senior Lender) who acquires title to the
Property after the date of this Agreement.
"Business Day" means any day other than Saturday, Sunday or a day on which the
Senior Lender is not open for business.
"Default Notice" means: (a) a copy of the written notice from the Senior Lender to
the Borrower stating that a First Mortgage Loan Default has occurred under the First
Mortgage Loan; or (b) a copy of the written notice from the Subordinate Lender to the
Borrower stating that a Subordinate Loan Default has occurred under the Subordinate
Loan. Each Default Notice shall specify the default upon which such Default Notice is
based.
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewlnds Hammocks
Form 4503
10/98 (Page 2)
"First Mortgage Loan Default" means the occurrence of an "Event of Default" as
that term is defined in the First Mortgage Loan Documents.
"First Mortgage Loan Documents" means the First Mortgage Note and all other
documents evidencing, securing or otherwise executed and delivered in connection with
the First Mortgage Loan.
"Person" means an individual, estate, trust, partnership, corporation, limited
liability company, limited liability partnership, governmental department or agency or any
other entity which has the legal capacity to own property.
"Senior Lender" means the Person named as such in the first paragraph on page 1
of this Agreement. When Fannie Mae or any other Person becomes the legal holder of
the First Mortgage Note, Fannie Mae or such other Person shall automatically become the
Senior Lender.
"Subordinate Lender" means the Person named as such in the first paragraph on
page 1 of this Agreement and any other Person who becomes the legal holder of the
Subordinate Note after the date of this Agreement.
"Subordinate Loan Default" means a default by the Borrower in performing or
observing any of the terms, covenants or conditions in the Subordinate Loan Documents
to be performed or observed by it, which continues beyond any applicable period
provided in the Subordinate Loan Documents for curing the default.
"Subordinate Loan Documents" means the Subordinate Note, the Subordinate
Mortgage, and all other documents evidencing, securing or otherwise executed and
delivered in connection with the Subordinate Loan.
"Subordinate Mortgage" means the mortgage or deed of trust encumbering the
Property as security for the Subordinate Loan, which the Subordinate Lender caused to be
recorded in O.R. Book 1841, Page 544 and re-recorded in O.R. Book 1880, Page 1208 of
the Public Records of Monroe County, Florida.
"Subordinate Note" means that certain Promissory Note dated December
3, 2002, as amended by that certain Allonge to Promissory Note of even date
herewith issued by the Borrower to the Subordinate Lender, or order, to evidence
the Subordinate Loan.
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewinds Hammocks
Form 4503
10/98 (Page 3)
2. Permission to Place Mortgage Lien Against Property.
The Senior Lender agrees, notwithstanding the prohibition against inferior liens on the
Property contained in the First Mortgage Loan Documents and subject to the provisions of this
Agreement, to permit the Subordinate Lender have the recorded Subordinate Mortgage and other
recordable Subordinate Loan Documents against the Property (which are subordinate in all
respects to the lien of the First Mortgage) to secure the Borrower's obligation to repay the
Subordinate Note and all other obligations, indebtedness and liabilities of the Borrower to the
Subordinate Lender under and in connection with the Subordinate Loan. Such permission is
subject to the condition that each of the representations and warranties made by the Borrower and
the Subordinate Lender in Section 3 is true and correct on the date of this Agreement and on the
date on which the proceeds of the Subordinate Loan are disbursed to the Borrower. H any of the
representations and warranties made by the Borrower and the Subordinate Lender in Section 3 is
not true and correct on both of those dates, the provisions of the First Mortgage Loan Documents
applicable to unpermitted liens on the Property shall apply.
3. Borrower's and Subordinate Lender's Representations and Warranties.
The Borrower and the Subordinate Lender each makes the following representations and
warranties to the Senior Lender:
(a)
provision:
Subordinate Note. The Subordinate Note contains the following
The indebtedness evidenced by this Note is and shall be
subordinate in right of payment to the prior payment in full of the
indebtedness evidenced by a Multifamily Note dated as of
, 2004 in the original principal amount of
$1,501,026.00 issued by Tradewinds Hammocks, Ltd. ("Borrower")=and
payable to Midland Mortgage Investment Corporation ("Senior Lender"),
or order, to the extent and in the manner provided in that certain
Subordination Agreement dated effective as of , 2004
entered into among the payee of this Note, and the Senior Lender and
Borrower (the "Subordination Agreement"). The Mortgage securing this
Note is and shall be subject and subordinate in all respects to the liens,
terms, covenants and conditions of the Multifamily Mortgage securing the
Multifamily Note as more fully set forth in the Subordination Agreement.
The rights and remedies of the payee and each subsequent holder of this
Note under the Mortgage securing this Note are subject to the restrictions
and limitations set forth in the Subordination Agreement. Each
subsequent holder of this Note shall be deemed, by virtue of such holder's
Fannie Mae Subordinafton Agreement u
Affordable Housing
Tradewlnds Hammocks
Form 4503
10/98 (Page 4)
acquisition of the Note, to have agreed to perform and observe all of the
terms, covenants and conditions to be performed or observed by the
Subordinate Lender under the Subordination Agreement.
(b) Relationship of Borrower to Subordinate Lender and Senior Lender.
The Subordinate Lender is not an Affiliate of the Borrower and is not in possession of any
facts which would lead it to believe that the Senior Lender is an Affiliate of the Borrower.
(c) Term. The term of the Subordinate Note does not end before the term of
the First Mortgage Note.
(d) Subordinate Loan Documents. The executed Subordinate Loan
Documents are substantially in the same forms as those submitted to, and approved by,
Fannie Mae prior to the date of this Agreement. Upon execution and delivery of the
Subordinate Loan Documents, Borrower shall deliver to Senior Lender an executed copy
of each of the Subordinate Loan Documents, certified to be true, correct and complete.
(e) Senior Loan Documents. The executed Senior Loan Documents are
substantially in the same forms as, when applicable, those submitted to, and approved by,
Fannie Mae prior to the date of this Agreement. Upon execution and delivery of the
Senior Loan Documents, Borrower shall deliver to Subordinate Lender an executed copy
of each of the Senior Loan Documents, certified to be true, correct and complete.
4. Terms of Subordination.
(a) Agreement to Subordinate. The Senior Lender and the Subordinate
Lender agree that: (i) the indebtedness evidenced by the Subordinate Loan Documents is
and shall be subordinated in right of payment, to the extent and in the manner provided in
this Agreement to the prior payment in full of the indebtedness evidenced by the First
Mortgage Loan Documents, and (ii) the Subordinate Mortgage and the other Subordinate
Loan Documents are and shall be subject and subordinate in all respects to the liens,
terms, covenants and conditions of the First Mortgage and the other First Mortgage Loan
Documents and to all advances heretofore made or which may hereafter be made pursuant
to the First Mortgage and the other First Mortgage Loan Documents (including but not
limited to, all sums advanced for the purposes of (1) protecting or further securing the
lien of the First Mortgage, curing defaults by the Borrower under the First Mortgage Loan
Documents or for any other purpose expressly permitted by the First Mortgage, or (2)
constructing, renovating, repairing, furnishing, fixturing or equipping the Property).
(b) Subordination of Subrogation Rights. The Subordinate Lender agrees
that if, by reason of its payment of real estate taxes or other monetary obligations of the
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewinds Hammocks
Form 4503
10/98 (Page 5)
Borrower, or by reason of its exercise of any other right or remedy under the Subordinate
Loan Documents, it acquires by right of subrogation or otherwise a lien on the Property
which (but for this subsection) would be senior to the lien of the First Mortgage, then, in
that event, such lien shall be subject and subordinate to the lien of the First Mortgage.
(c) Payments Before First Mortgage Loan Default. Until the Subordinate
Lender receives a Default Notice of a First Mortgage Loan Default from the Senior
Lender, the Subordinate Lender shall be entitled to retain for its own account all
payments made under or pursuant to the Subordinate Loan Documents.
(d) Payments After First Mortgage Loan Default. The Borrower agrees
that, after it receives notice (or otherwise acquires knowledge) of a First Mortgage Loan
Default, it will not make any payments under or pursuant to the Subordinate Loan
Documents (including but not limited to principal, interest, additional interest, late
payment charges, default interest, attorney's fees, or any other sums secured by the
Subordinate Mortgage) without the Senior Lender's prior written consent. The
Subordinate Lender agrees that, after it receives a Default Notice from the Senior Lender
with written instructions directing the Subordinate Lender not to accept payments from
the Borrower on account of the Subordinate Loan, it will not accept any payments under
or pursuant to the Subordinate Loan Documents (including but not limited to principal,
interest, additional interest, late payment charges, default interest, attorney's fees, or any
other sums secured by the Subordinate Mortgage) without the Senior Lender's prior
written consent. If the Subordinate Lender receives written notice from the Senior Lender
that the First Mortgage Loan Default which gave rise to the Subordinate Lender's
obligation not to accept payments has been cured, waived, or otherwise suspended by the
Senior Lender, the restrictions on payment to the Subordinate Lender in this Section 4
shall terminate, and the Senior Lender shall have no right to any subsequent payments
made to the Subordinate Lender by the Borrower prior to the Subordinate Lender's receipt
of a new Default Notice from the Senior Lender in accordance with the provisions of this
Section 4(d).
(e) Remitting Subordinate Loan Payments to Senior Lender. If, after the
Subordinate Lender receives a Default Notice from the Senior Lender in accordance with
subsection (d) above, the Subordinate Lender receives any payments under the
Subordinate Loan Documents, the Subordinate Lender agrees that such payment or other
distribution will be received and held in trust for the Senior Lender and unless the Senior
Lender otherwise notifies the Subordinate Lender in writing, will be promptly remitted, in
kind to the Senior Lender, properly endorsed to the Senior Lender, to be applied to the
principal of, interest on and other amounts due under the First Mortgage Loan Documents
in accordance with the provisions of the First Mortgage Loan Documents. By executing
this Agreement, the Borrower specifically authorizes the Subordinate Lender to endorse
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewinds Hammocks
Form 4503
10/98 (Page 6)
and remit any such payments to the Senior Lender, and specifically waives any and all
rights to have such payments returned to the Borrower or credited against the Subordinate
Loan. Borrower and Senior Lender acknowledge and agree that payments received by the
Subordinate Lender, and remitted to the Senior Lender under this Section 4, shall not be
applied or otherwise credited against the Subordinate Loan, nor shall the tender of such
payment to the Senior Lender waive any Subordinate Loan Default which may arise from
the inability of the Subordinate Lender to retain such payment or apply such payment to
the Subordinate Loan.
(f) Agreement Not to Commence Bankruptcy Proceeding. The
Subordinate Lender agrees that during the term of this Agreement it will not commence,
or join with any other creditor in commencing any bankruptcy reorganization,
arrangement, insolvency or liquidation proceedings with respect to the Borrower, without
the Senior Lender's prior written consent.
5. Default Under Subordinate Loan Documents.
(a) Notice of Default and Cure Rights. The Subordinate Lender shall
deliver to the Senior Lender a Default Notice within five Business Days in each case
where the Subordinate Lender has given a Default Notice to the Borrower. Failure of the
Subordinate Lender to send a Default Notice to the Senior Lender shall not prevent the
exercise of the Subordinate Lender's rights and remedies under the Subordinate Loan
Documents, subject to the provisions of this Agreement. The Senior Lender shall have
the right, but not the obligation, to cure any Subordinate Loan Default within 60 days
following the date of such notice; provided, however that the Subordinate Lender shall be
entitled, during such 60-day period, to continue to pursue its rights and remedies under
the Subordinate Loan Documents. All amounts paid by the Senior Lender in accordance
with the First Mortgage Loan Documents to cure a Subordinate Loan Default shall be
deemed to have been advanced by the Senior Lender pursuant to, and shall be secured by
the lien of, the First Mortgage.
(b) Subordinate Lender's Exercise of Remedies After Notice to Senior
Lender. If a Subordinate Loan Default occurs and is continuing, the Subordinate Lender
agrees that, without the Senior Lender's prior written consent, it will not commence
foreclosure proceedings with respect to the Property under the Subordinate Loan
Documents or exercise any other rights or remedies it may have under the Subordinate
Loan Documents, including, but not limited to accelerating the Subordinate Loan,
collecting rents, appointing (or seeking the appointment of) a receiver or exercising any
other rights or remedies thereunder unless and until it has given the Senior Lender at least
60 days' prior written notice; during such 60 day period, however, the Subordinate Lender
shall be entitled to exercise and enforce all other rights and remedies available to the
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewinds Hammocks
Form 4503
10/98 (Page 7)
Subordinate Lender under the Subordinate Loan Documents and/or under applicable
laws, including without limitation, rights to enforce covenants and agreements of the
Borrower relating to income, rent, or affordability restrictions contained in the Land Use
Restriction Agreement.
(c) Cross Default. The Borrower and the Subordinate Lender agree that a
Subordinate Loan Default shall constitute a First Mortgage Loan Default under the First
Mortgage Loan Documents and the Senior Lender shall have the right to exercise all
rights or remedies under the First Mortgage Loan Documents in the same manner as in
the case of any other First Mortgage Loan Default. If the Subordinate Lender notifies the
Senior Lender in writing that any Subordinate Loan Default of which the Senior Lender
has received a Default Notice has been cured or waived, as determined by the
Subordinate Lender in its sole discretion, then provided that Senior Lender has not
conducted a sale of the Property pursuant to its rights under the First Mortgage Loan
Documents, any First Mortgage Loan Default under the First Mortgage Loan Documents
arising solely from such Subordinate Loan Default shall be deemed cured, and the First
Mortgage Loan shall be reinstated, provided, however, that the Senior Lender shall not be
required to return or otherwise credit for the benefit of the Borrower any default rate
interest or other default related charges or payments received by the Senior Lender during
such First Mortgage Loan Default.
6. Default Under First Mortgage Loan Documents.
(a) Notice of Default and Cure Rights. The Senior Lender shall deliver to
the Subordinate Lender a Default Notice within five Business Days in each case where
the Senior Lender has given a Default Notice to the Borrower. Failure of the Senior
Lender to send a Default Notice to the Subordinate Lender shall not prevent the exercise
of the Senior Lender's rights and remedies under the Senior Loan Documents, subject to
the provisions of this Agreement. The Subordinate Lender shall have the right, but not
the obligation, to cure any such First Mortgage Loan Default within 60 days following the
date of such notice; provided, however, that the Senior Lender shall be entitled during
such 60-day period to continue to pursue its remedies under the First Mortgage Loan
Documents, Subordinate Lender may have up to 90 days from the date of the Default
Notice to cure a non-monetary default if during such 90-day period Subordinate Lender
keeps current all payments required by the First Mortgage Loan Documents. In the event
that such a non-monetary default creates an unacceptable level of risk relative to the
Property, or Senior Lender's secured position relative to the Property, as determined by
Senior Lender in its sole discretion, then Senior Lender may exercise during such 90-day
period all available rights and remedies to protect and preserve the Property and the rents,
revenues and other proceeds from the Property. All amounts paid by the Subordinate
Lender to the Senior Lender to cure a First Mortgage Loan Default shall be deemed to
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewinds Hammocks
Form 4503
10/98 (Page 8)
have been advanced by the Subordinate Lender pursuant to, and shall be secured by the
lien of, the Subordinate Mortgage.
(b) Cross Default. The Subordinate Lender agrees that, notwithstanding any
contrary provision contained in the Subordinate Loan Documents, a First Mortgage Loan
Default shall not constitute a default under the Subordinate Loan Documents if no other
default occurred under the Subordinate Loan Documents until either (i) the Senior Lender
has accelerated the maturity of the First Mortgage Loan, or (ii) the Senior Lender has
taken affirmative action to exercise its rights under the First Mortgage to collect rent, to
appoint (or seek the appointment of) a receiver or to foreclose on (or to exercise a power
of sale contained in) the First Mortgage. At any time after a First Mortgage Loan Default
is determined to constitute a default under the Subordinate Loan Documents, the
Subordinate Lender shall be permitted to pursue its remedies for default under the
Subordinate Loan Documents, subject to the restrictions and limitations of this
Agreement. If at any time the Borrower cures any First Mortgage Loan Default to the
satisfaction of the Senior Lender, as evidenced by written notice from the Senior lender to
the Subordinate Lender, any default under the Subordinate Loan Documents arising from
such First Mortgage Loan Default shall be deemed cured and the Subordinate Loan shall
be retroactively reinstated as if such First Mortgage Loan Default had never occurred.
7. Conflict.
The Borrower, the Senior Lender and the Subordinate Lender each agrees that, in the
event of any conflict or inconsistency between the terms of the First Mortgage Loan Documents,
the Subordinate Loan Documents and the terms of this Agreement, the terms of this Agreement
shall govern and control solely as to the following: (a) the relative priority of the security
interests of the Senior Lender and the Subordinate Lender in the Property; (b) the timing of the
exercise of remedies by the Senior Lender and the Subordinate Lender under the First Mortgage
and the Subordinate Mortgage, respectively; and (c) solely as between the Senior Lender and the
Subordinate Lender, the notice requirements, cure rights, and the other rights and obligations
which the Senior Lender and the Subordinate Lender have agreed to as expressly provided in this
Agreement. Borrower acknowledges that the terms and provisions of this Agreement shall not,
and shall not be deemed to: extend Borrower's time to cure any First Mortgage Loan Default or
Subordinate Loan Default, as the case may be; give the Borrower the right to notice of any First
Mortgage Loan Default or Subordinate Loan Default, as the case may be other than that, if any,
provided, respectively under the First Mortgage Loan Documents or the Subordinate Loan
Documents; or create any other right or benefit for Borrower as against Senior Lender or
Subordinate Lender.
8. Rights and Obligations of the Subordinate Lender Under the Subordinate
Loan Documents and of the Senior Lender under the First Mortgage Loan Documents.
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewinds Hammocks
Form 4503
10/98 (Page 9)
Subject to each of the other terms of this Agreement, all of the following provisions shall
supersede any provisions of the Subordinate Loan Documents covering the same subject matter:
(a) Protection of Security Interest. The Subordinate Lender shall not,
without the prior written consent of the Senior Lender in each instance, take any action
which has the effect of increasing the indebtedness outstanding under, or secured by, the
Subordinate Loan Documents, except that the Subordinate Lender shall have the right to
advance funds to cure First Mortgage Loan Defaults pursuant to Section 6(a) above and
advance funds pursuant to the Subordinate Mortgage for the purpose of paying real estate
taxes and insurance premiums, making necessary repairs to the Property and curing other
defaults by the Borrower under the Subordinate Loan Documents.
(b) Condemnation or Casualty. In the event of: a taking or threatened taking
by condemnation or other exercise of eminent domain of all or a portion of the Property
(collectively, a "Taking"); or the occurrence of a fire or other casualty resulting in damage
to all or a portion of the Property (collectively, a "Casualty"), at any time or times when
the First Mortgage remains a lien on the Property the following provisions shall apply:
(I) The Subordinate Lender hereby agrees that its rights (under the
Subordinate Loan Documents or otherwise) to participate in any proceeding or
action relating to a Taking and/or a Casualty, or to participate or join in any
settlement of, or to adjust, any claims resulting from a Taking or a Casualty shall
be and remain subordinate in all respects to the Senior Lender's rights under the
First Mortgage Loan Documents with respect thereto, and the Subordinate Lender
shall be bound by any settlement or adjustment of a claim resulting from a Taking
or a Casualty made by the Senior Lender; provided, however, this subsection
and/or anything contained in this Agreement shall not limit the rights of the
Subordinate Lender to file any pleadings, documents, chums or notices with the
appropriate court with jurisdiction over the proposed Taking and/or Casualty; and
(2) all proceeds received or to be received on account of a Taking or a
Casualty, or both, shall be applied (either to payment of the costs and expenses of
repair and restoration or to payment of the First Mortgage Loan) in the manner
determined by the Senior Lender in its sole discretion; provided, however, that if
the Senior Lender elects to apply such proceeds to payment of the principal of,
interest on and other amounts payable under the First Mortgage Loan, any
proceeds remaining after the satisfaction in full of the principal of, interest on and
other amounts payable under the First Mortgage Loan shall be paid to, and may be
applied by, the Subordinate Lender in accordance with the applicable provisions
of the Subordinate Loan Documents, provided however, the Senior Lender agrees
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewlnds Hammocks
Form 4503
10/98 (Page 10)
to consult with the Subordinate Lender in determining the application of Casualty
proceeds, provided further however that in the event of any disagreement between
the Senior Lender and the Subordinate Lender over the application of Casualty
proceeds, the decision of the Senior Lender, in its sole discretion, shall prevail.
(c) No Modification of Subordinate Loan Documents. The Borrower and
the Subordinate Lender each agrees that, until the principal of, interest on and all other
amounts payable under the First Mortgage Loan Documents have been paid in full, it will
not, without the prior written consent of the Senior Lender in each instance, increase the
amount of the Subordinate Loan, increase the required payments due under the
Subordinate Loan, decrease the term of the Subordinate Loan, increase the interest rate on
the Subordinate Loan, or otherwise amend the Subordinate Loan terms in a manner that
creates an adverse effect upon the Senior Lender under the First Mortgage Loan
Documents. Any unauthorized amendment of the Subordinate Loan Documents or
assignment of the Subordinate Lender's interest in the Subordinate Loan without the
Senior Lender's consent shall be void ab initio and of no effect whatsoever.
9. Modification or Refinancing of First Mortgage Loan.
The Subordinate Lender consents to any agreement or arrangement in which the Senior
Lender waives, postpones, extends, reduces or modifies any provisions of the First Mortgage
Loan Documents, including any provision requiring the payment of money. Subordinate Lender
further agrees that its agreement to subordinate hereunder shall extend to any new mortgage debt
which is for the purpose of refinancing all or any part of the First Mortgage Loan (including
reasonable and necessary costs associated with the closing and/or the refinancing); and that all
the terms and covenants of this Agreement shall inure to the benefit of any holder of any such
refinanced debt; and that all references to the First Mortgage Loan, the First Mortgage Note, the
First Mortgage, the First Mortgage Loan Documents and Senior Lender shall mean, respectively,
the refinance loan, the refinance note, the mortgage securing the refinance note, all documents
evidencing securing or otherwise pertaining to the refinance note and the holder of the refinance
note.
10. Default by the Subordinate Lender or Senior Lender.
If the Subordinate Lender or Senior Lender defaults in performing or observing any of the
terms, covenants or conditions to be performed or observed by it under this Agreement, the other,
non-defaulting lender shall have the right to all available legal and equitable relief.
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewlnds Hammocks
Form 4503
10/98 (Page 11)
11. Notices.
Each notice, request, demand, consent, approval or other communication (hereinafter in
this Section referred to collectively as "notices" and referred to singly as a "notice") which the
Senior Lender or the Subordinate Lender is required or permitted to give to the other party
pursuant to this Agreement shall be in writing and shall be deemed to have been duly and
sufficiently given if: (a) personally delivered with proof of delivery thereof (any notice so
delivered shall be deemed to have been received at the time so delivered); or (b) sent by Federal
Express (or other similar national overnight courier) designating early morning delivery (any
notice so delivered shall be deemed to have been received on the next Business Day following
receipt by the courier); or (c) sent by United States registered or certified mail, return receipt
requested, postage prepaid, at a post office regularly maintained by the United States Postal
Service (any notice so sent shall be deemed to have been received two days after mailing in the
United States), addressed to the respective parties as follows:
SENIOR LENDER:
Midland Mortgage Investment Corporation
33 North Garden A venue, Suite 1200,
Clearwater, Florida 33755
Attention: Tom Vandegrift
With a copy to:
Fannie Mae
Attention: Multifamily Operations - Asset Management
Drawer AM
3900 Wisconsin Avenue, N.W.
Washington, DC 20016
SUBORDINATE LENDER:
County of Monroe
c/o Special Programs Office
th
1403 12 Street
Key West, Florida 33040
Attention: SHIP Program
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewlnds Hammocks
Form 4503
10/98 (Page 12)
Either party may, by notice given pursuant to this Section, change the person or persons and/or
address or addresses, or designate an additional person or persons or an additional address or
addresses for its notices, but notice of a change of address shall only be effective upon receipt.
12. General.
(a) Assignment/Successors. This Agreement shall be binding upon the
Borrower, the Senior Lender and the Subordinate Lender and shall inure to the benefit of
the respective legal successors and assigns of the Senior Lender and the Subordinate
Lender.
(b) No Partnership or Joint Venture. The Senior Lender's permission for
the placement of the Subordinate Loan Documents does not constitute the Senior Lender
as a joint venturer or partner of the Subordinate Lender. Neither party hereto shall hold
itself out as a partner, agent or Affiliate of the other party hereto.
(c) Senior Lender's and Subordinate Lender's Consent. Wherever the
Senior Lender's consent or approval is required by any provision of this Agreement, such
consent or approval may be granted or denied by the Senior Lender in its sole and
absolute discretion, unless otherwise expressly provided in this Agreement. Wherever the
Subordinate Lender's consent or approval is required by any provision of this Agreement,
such consent or approval may be granted or denied by the Subordinate Lender in its sole
and absolute discretion, unless otherwise expressly provided in this Agreement.
(d) Further Assurances. The Subordinate Lender, the Senior Lender and the
Borrower each agree, at the Borrower's expense, to execute and deliver all additional
instruments and/or documents reasonably required by any other party to this Agreement
in order to evidence that the Subordinate Mortgage is subordinate to the lien, covenants
and conditions of the First Mortgage, or to further evidence the intent of this Agreement.
(e) Amendment. This Agreement shall not be amended except by written
instrument signed by all parties hereto.
(f) Governing Law. This Agreement shall be governed by the laws of the
State in which the Property is located.
(g) Severable Provisions. If any provision of this Agreement shall be invalid
or unenforceable to any extent, then the other provisions of this Agreement, shall not be
affected thereby and shall be enforced to the greatest extent permitted by law.
(h) Term. The term of this Agreement shall commence on the date hereof
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewlnds Hammocks
Form 4503
10/98 (Page 13)
and shall continue until the earliest to occur of the following events: (i) the payment of all
of the principal of, interest on and other amounts payable under the First Mortgage Loan
Documents; (ii) the payment of all of the principal of, interest on and other amounts
payable under the Subordinate Loan Documents, other than by reason of payments which
the Subordinate Lender is obligated to remit to the Senior Lender pursuant to Section 4
hereof; (iii) the acquisition by the Senior Lender of title to the Property pursuant to a
foreclosure or a deed in lieu of foreclosure of, or the exercise of a power of sale contained
in, the First Mortgage; or (iv) the acquisition by the Subordinate Lender of title to the
Property pursuant to a foreclosure or a deed in lieu of foreclosure of, or the exercise of a
power of sale contained in, the Subordinate Mortgage, but only if such acquisition of title
does not violate any of the terms of this Agreement.
(i) Counterparts. This Agreement may be executed in any number of
counterparts, each of which shall be considered an original for all purposes; provided,
however, that all such counterparts shall together constitute one and the same instrument.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day
and year first written above.
SENIOR LENDER:
WITNESSES:
MIDLAND MORTGAGE INVESTMENT
CORPORATION, a Florida corporation
By:
Print Name:
Name:
Title:
Print Name:
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewinds Hammocks
Form 4503
10/98 (Page 14)
ST ATE OF FLORIDA )
) ss.
COUNTY OF PINEILAS )
I HEREBY CERTIFY that on this day personally appeared before me, an officer duly
authorized to administer oaths and take acknowledgments, , as
of Midland Mortgage Investment Corporation, a Florida corporation, to me
personally known, or who furnished to me Driver's License # or
as proof of identity, to be the person described in and who
executed the foregoing instrument and duly acknowledged before me that he/she executed the
same for the purposes therein expressed as the act and deed of said corporation.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal
at , Florida, said County and State, this day of , A.D.,
2004.
Notary Public - State of Florida
Print Name of Notary Public:
My commission expires:
[seal ]
SUBORDINATE LENDER:
WITNESSES:
COUNTY OF MONROE,
a
By:
Print Name:
Name:
Title:
Print Name:
ST ATE OF FLORIDA )
Fannie Mae Subordination Agreement n
Affordable Housing
Tradewinds Hammocks
Form 4503
10/98 (Page 15)
COUNTY OF
) ss.
)
I HEREBY CERTIFY that on this day personally appeared before me, an officer duly
authorized to administer oaths and take acknowledgments, , as
of County of Monroe, a , to me personally
known, or who furnished to me Driver's License # or
as proof of identity, to be the person described in and who
executed the foregoing instrument and duly acknowledged before me that he/she executed the
same for the purposes therein expressed as the act and deed of said public corporation.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal
at , Florida, said County and State, this day of , A.D.,
2004.
Notary Public - State of Florida
Print Name of Notary Public:
My commission expires:
[seal]
BORROWER:
WITNESSES:
TRADEWINDS HAMMOCKS, LTD.,
a Florida limited partnership
By: Heritage Partners Group XIX, Inc.
a Florida corporation
Its: General Partner
By:
Print Name:
Its:
Print Name:
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewinds Hammocks
Form 4503
10/98 (Page 16)
STATE OF FLORIDA )
) ss.
COUNTY OF )
I HEREBY CERTIFY that on this day personally appeared before me, an officer duly
authorized to administer oaths and take acknowledgments, , as
of Heritage Partners Group XIX, Inc., a Florida corporation, the General Partner of
Tradewinds Hammocks, Ltd., a Florida limited partnership, to me personally known, or who
furnished to me Driver's License # or as proof of
identity, to be the person described in and who executed the foregoing instrument and duly
acknowledged before me that he/she executed the same for the purposes therein expressed as the
act and deed of said limited partnership.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal at
Clearwater, Florida, said County and State, this day of , A.D., 2004.
Notary Public - State of Florida
Print Name of Notary Public:
My commission expires:
[seal]
DET_C\601797.3
Fannie Mae Subordination Agreement --
Affordable Housing
Tradewinds Hammocks
Form 4503
10/98 (Page 17)
ALLONGE TO PROMISSORY NOTE
TillS ALLONGE TO PROMISSORY NOTE ("Allonge") is made effective as of the
day of , 2004 by TRADEWINDS HAMMOCKS, LTD., a Florida limited
partnership, whose address is 5505 North Atlantic Avenue, Suite 115, Cocoa Beach, Florida
32931 ("Borrower"), to and for the benefit of the COUNTY OF MONROE, a political
subdivision of the State of Florida, whose address is 500 Whitehead Street, Key West, Florida
33040 ("Holder").
WITNESSETH:
WHEREAS, Borrower is indebted to the Holder pursuant to, and in accordance with,
that certain Promissory Note dated effective as of December 3, 2002 in the principal amount of
$75,000 executed by Borrower in favor of the Holder ("Note").
WHEREAS, the Note is secured by that certain Mortgage dated as of December 3, 2002,
given by Borrower in favor of Holder (the "Mortgage"), which Mortgage has or is being
recorded in the recorders office for the County of Monroe, Florida and encumbers certain
property located in the City of Key Largo, Monroe County, Florida, as more particularly
described therein ("Development").
WHEREAS, Borrower is executing and delivering this Allonge in order to confirm the
fact that the Note and Mortgage are subordinate to that certain Multifamily Note in the principal
amount of $1 ,501 ,026.00 dated effective as of , 2004 ("Multifamily Note") given
by Borrower in favor of Midland Mortgage Investment Corporation, a Florida corporation
("Senior Lender"), and that certain Multifamily Mortgage, Assignment of Rents and Security
Agreement ("Multifamily Mortgage") dated effective as of , 2004 given by
Borrower in favor of Senior Lender, which encumbers the Development and has been or is being
recorded in the Monroe County Records, pursuant to a Subordination Agreement among
Borrower, Senior Lender and Holder to be recorded in the recorders office of Monroe County.
NOW, THEREFORE, the Borrower ratifies the Note and agrees as follows:
1. This Allonge is to be physically attached to the Note and is incorporated into and
forms a part of the Note.
2. All references in the Note and the Mortgage to the term "Note" shall mean the
Note as amended and endorsed by this Allonge.
Tradewinds Hammocks
3. The note is hereby amended adding the following:
"The indebtedness evidenced by this Note is and shall be
subordinate in right of payment to the prior payment in full of the
indebtedness evidenced by that certain Multifamily Note dated as
of , 2004, in the original principal amount of
$1,501,026.00 issued by Tradewinds Hammocks, Ltd., a Florida
limited partnership ("Borrower"), payable to Midland Mortgage
Investment Corporation ("Senior Lender"), or order, to the extent
and in the manner provided in that certain Subordination
Agreement dated effective as of , 2004 entered into
among the payee of this Note, Senior Lender and Borrower (the
"Subordination Agreement"). The Mortgage securing this Note is
and shall be subj ect and subordinate in all respects to the liens,
terms, covenants and conditions of the Multifamily Mortgage
securing the Multifamily Note as more fully set forth in the
Subordination Agreement. The rights and remedies of the payee
and each subsequent holder of this Note under the Mortgage
securing this Note are subject to the restrictions and limitations set
forth in the Subordination Agreement. Each subsequent holder of
this Note shall be deemed, by virtue of such holder's acquisition of
the Note, to have agreed to perform and observe all of the terms,
covenants and conditions to be performed or observed by the
Subordinate Lender under the Subordination Agreement."
4. The Note is further amended by adding the following:
"Notwithstanding anything to the contrary in this Note, in
the Mortgage or in any other instrument evidencing or securing the
obligations of the Borrower under this Note, the Holder hereof
expressly agrees that: (i) there shall be no personal liability of the
Borrower or its partners under this Note, under the Mortgage and
under any other instrument given to evidence or secure the
obligations of the Borrower under this Note; (ii) the liability of the
Borrower shall be strictly and absolutely limited to the property
secured by the Mortgage and the rents, profits, issues, products and
proceeds from the Development; and (iii) in the event a default
shall occur under this Note or with respect to the indebtedness
evidenced by this Note, the Holder hereof shall not seek any
judgment for a deficiency against the Borrower or the partners,
legal representatives, successors or assigns of the Borrower, in any
action to foreclose, to exercise a power of sale, to confirm any
foreclosure or sale under power of sale, or to exercise any other
rights or powers, under or by reason of the Mortgage or any other
Tradewinda Hammocks
2
instrument evidencing or securing the obligations of the Borrower
under this Note."
5. Except as amended hereby, the Note is restated and republished in its entirety and
remains in full force and effect and shall be binding upon Borrower, its representatives,
successors and assigns.
IN WITNESS WHEREOF, Borrower has executed this Allonge as of the date and year
first written.
BORROWER:
TRADEWINDS HAMMOCKS, LTD.,
a Florida limited partnership
By: Heritage Partners Group XIX, Inc.
a Florida corporation
Its: General Partner
By:
Its:
Delivery acknowledged and accepted this _ day of
County of Momoe.
, 2004 by the
COUNTY OF MONROE
By:
Its:
DET_C\601810.1
Tradewinds Hammocks
3