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HomeMy WebLinkAboutStaff Report 2508-5120CITY OF PALO ALTO Policy & Services Committee Special Meeting Tuesday, March 10, 2026 6:00 PM     Agenda Item     3.Discussion of the Rental Registry Program First Year Report and Rent Stabilization Analysis, Including Recommendations to the City Council to Not Expand the Rental Registry Program to Properties with Two or Fewer Units and to Defer Further Consideration of a Possible Rent Stabilization Ordinance. CEQA: Exempt pursuant to CEQA Guidelines Section 15061(b)(3). Presentation 1 Policy & Services Committee Staff Report From: City Manager Report Type: ACTION ITEMS Lead Department: Planning and Development Services Meeting Date: March 10, 2026 Report #:2508-5120 TITLE Discussion of the Rental Registry Program First Year Report and Rent Stabilization Analysis, Including Recommendations to the City Council to Not Expand the Rental Registry Program to Properties with Two or Fewer Units and to Defer Further Consideration of a Possible Rent Stabilization Ordinance.CEQA: Exempt pursuant to CEQA Guidelines Section 15061(b)(3). RECOMMENDATION Staff recommend that the Policy and Services Committee discuss and provide feedback on the findings from the first year of the rental registry program andthe related rent stabilization analysis, and recommend the Council defer indefinitely: a) an expansion of the rental registry program to properties with two and fewer units, and b) further analysis or preparation of a draft ordinance related to possible implementation of a local rent stabilization policy. EXECUTIVE SUMMARY This report presents the Rental Registry Program's first year findings andresponds to Council direction to analyze the feasibility of a local rent stabilization ordinance and evaluate expanding the Rental Registry Program to properties with two or fewer units. The Rental Registry Program registered 95.4% of covered properties and 97.9% of covered units in its inaugural year, with 414 properties and 7,653 unitsregistered. Key findings based on landlords’ self-reported data include a 5.21% vacancy rate, median monthly rents for non- discounted market rate unitsranging from $2,095 (studio) to $4,495 (three-bedroom), and moderate rent increase activity with almost two thirds of market rateunits reporting no change in rent.Detailed Program Year 1data is provided in Attachment A. Regarding rent stabilization, thisreport examines state legal protections and constraints, the effects of local rent stabilization measures in peer cities, and resource requirements. The Costa- Hawkins Rental Housing Act significantly limits which units a local ordinance could regulate, and 2 the Tenant Protection Act already caps rent increases for most of those units. A local program would require a conservatively estimated $2 million annual budget, including five new full-time employees, in direct costs, which may eventually be cost recovered in part or in full through higher rental program fees. Staff do not recommend pursuing a rent stabilization ordinance at this time given the other competing priorities and the significant implementation resource needs. Staff similarly recommend deferring expansion of the Rental Registry Program to properties with two or fewer units, pending further program maturation and improved fiscal conditions. BACKGROUND In November 2021, City Council directed staff to bring a proposal and discussion on “expanding anti-gouging measures to address loopholes” to the Policy and Services Committee, referencing gaps in coverage from California’s Tenant Protection Act of 2019, which introduced statewide rent stabilization.1 In 2024, Council directed staff to prepare an analysis for a possible anti rent- gouging policy.2 On December 9, 2024, staff held a preliminary discussion on this topic with the Housing Ad Hoc Committee. Staff reviewed state law with the Housing Ad Hoc Committee and explained the limits on local regulation imposed by the Costa-Hawkins Rental Housing Act of 1995 (Costa- Hawkins), which precludes the City from implementing the kind of expansive local rent stabilization program that would cover all units not regulated by the Tenant Protection Act. The Housing Ad Hoc Committee discussed and deferred the matter until the first year Rental Registry Program data was able to help inform the discussion. The Housing Ad Hoc has since disbanded, and Council directed staff to engage the Policy and Services Committee for additional consideration. City Council established the Rental Registry Program (PAMC Chapter 9.65) to collect data on Palo Alto's residential rental landscape, support data-informed policy decisions, promote awareness of renter protections, and advance the City's Housing Element goals. The inaugural registration period opened October 1, 2024, and focused on rental properties with three or more units. The program achieved a 95.4% property registration rate (414 of 434 properties) and a 97.9% unit registration rate (7,653 of 7,821 units) by the close of the extended grace period on April 6, 1 See action minutes from November 29, 2021 Council meeting for details and other direction from Council on renter protection policies: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=42829&dbid=0&repo=PaloAlto 2 See 2024 Council Objective #55: https://www.paloalto.gov/files/assets/public/v/1/2024-council-priorities- objectives-4-30_final.pdf 3 2025. Registration fees were waived for Program Year 1; the Program Year 2 fee is $35.00 per unit, with exemptions for owner-occupied units and 100% affordable housing properties. Key findings from registered properties include: an occupancy rate of 94.8% and a vacancy rate of 5.21%; a rental stock comprised of more studio and one-bedroom units (58.89% combined) than larger units, with units of three or more bedrooms comprising just 5.97% of inventory; and a building stock where nearly half of units (49.52%) were constructed between 1960 and 1979. Over half of current renters (53.73%) began their tenancy within the prior three years. Median monthly rents for non-discounted market rate units ranged from $2,095 for a studio to $4,495 for a three-bedroom unit. Almost two thirds of market rate units (62.85%) reported no change in rent, while approximately one quarter of renters (25.57%) experienced a rent increase of between 0% and 5% and one tenth of renters (10.94%) experienced a rent increase above 5%. Detailed program data and administrative implementation notes from Program Year 1 are provided in Attachment A. Data and analysis from Program Year 2 are forthcoming. In addition to directing the Program Year 1 focus on properties with three or more units, Council's November 27, 2023 action establishing the Rental Registry Program included direction for staff to return with an evaluation of potentially expanding the program to all rental properties, including single-family homes and properties with two or fewer rental units. The American Community Survey estimates approximately 4,305 rental units on such properties in Palo Alto, with roughly 4,116 being single-family residences 3. Staff's assessment of this direction is discussed in the analysis section below. ANALYSIS State law protects many renters from certain rent increases under the Tenant Protection Act of 2019 (TPA). At the same time, Costa-Hawkins significantly limits the City’s ability to impose local rent stabilization. For covered units, the TPA restricts annual rent increases for units to either 10% or 5% plus the percentage change in the cost of living (whichever is lower). Notable exemptions include units built in the last 15 years, units already protected by affordability restrictions, and certain single- family homes. Costa-Hawkins places significant limitations on the scope of local rent stabilization programs. Specifically, it prevents local governments from regulating the residential rent of single-family homes, condos, or any units built after February 1, 1995. 3 U.S. Census Bureau, U.S. Department of Commerce. "Tenure by Units in Structure." American Community Survey, ACS 5-Year Estimates Detailed Tables, Table B25032, https://data.census.gov/table/ACSDT5Y2023.B25032?t=Units+and+Stories+in+Structure&g=160XX00US0655282. Accessed on 24 Feb 2026 4 Costa-Hawkins also requires local rent stabilization programs to include vacancy decontrol – that is, when a tenancy ends, a landlord must be allowed to set the initial rent for the next renter notwithstanding local caps. There were three unsuccessful ballot initiative attempts (2018, 2020 and 2024) to repeal Costa- Hawkins and therefore reduce barriers to local rent stabilization policies. Meanwhile, the TPA was enacted in 2019 and expanded in 2023. If Palo Alto were to establish a local rent stabilization program, it would be limited to following protections for rental households: 1) Lowering allowed annual rent increases and/or establishing a tenant-initiated rent increase petition program for units already protected under existing state law, such as: x Units on market-rate, multi-family properties built before February 1, 1995. 2) Expanding rent stabilization protections to units not protected by existing state law, such as: x Affordable housing units not covered by AB 846; x Duplexes built before February 1, 1995 where one unit is owner-occupied; x Mobile homes; and/or x Dorms built before February 1, 1995 (N/A in Palo Alto). Effects of Local Rent Stabilization Measures Public and academic opinions on the effects of local rent stabilization measures are mixed. Furthermore, findings on the effects (positive and negative) of rent stabilization programs vary by program and by source. Supporters highlight that those living in units which can be regulated under local rent stabilization programs benefit generally from increased predictability in housing expenses, reduced displacement risk, and the promotion of lasting community connections. There is data that confirms that cities with local rent stabilization policies have lower citywide rates of residential mobility, however it remains unclear how reduced mobility may affect tenant welfare.4 In some cases, it may prevent displacement, in others it may limit housing choices and/or necessitate long commutes.5 Local rent stabilization programs can also provide renters with more direct benefits and services. For example, Alameda’s rent program refunded $125,918 in invalid rent increases to 4 Chris Alvarez Campbell, Derek Hyra & David J. Schwegman (21 Nov 2025): Evaluating Rent Control Intensity in California Cities, 2010–2019, Housing Policy Debate, DOI: 10.1080/10511482.2025.2582717 5 Chris Alvarez Campbell, Derek Hyra & David J. Schwegman (21 Nov 2025): Evaluating Rent Control Intensity in California Cities, 2010–2019, Housing Policy Debate, DOI: 10.1080/10511482.2025.2582717 5 80 different rental households in 2024.6 Similarly, Mountain View’s expansive Rent Stabilization Program reported offering free legal assistance to 51 households through their Housing and Eviction Help Center in 2022-2023.7 Palo Alto could offer similar direct benefits to those in covered units, if it were to adopt a local rent stabilization program. Opponents argue that local rental stabilization programs can have many unintended, negative consequences. A 2018 policy brief developed by the Terner Center for Housing Innovation at UC Berkeley confirmed that there is a significant body of literature showing rent controls without vacancy decontrols – such as those established before Costa-Hawkins was passed in 1995 – constrain new housing supply and lead to the removal of existing units from the market 8. However, the data related to the negative consequences of programs with vacancy decontrol is less clear. A 2025 study of multiple California cities with local rent stabilization programs with vacancy decontrol found no consistent or significant relationships between the intensity of local rent stabilizations measures and the citywide rental supply.9 On the other hand, the same study did find evidence that cities with local rent stabilization policies had median rents $39 higher than similar cities without these policies, but the relationship was not statistically significant.10 In some cases, there seems to be conflicting data around the potential negative consequences of rent stabilization. For example, opponents argue that limited income potential may disincentivize property owners from investing in maintaining or improving their rental units.11,12 Findings from a recent mail survey in Berkeley seem to support this argument with 65% of renters in rent-stabilized units reporting that their unit was in the same condition as when they moved in and 62% of renters considering their unit to be in good or excellent condition.13 However, a 1994 report conducted by the City of Berkeley’s Planning and Development department analyzed the number and value of permits obtained before and during a period of 6 City of Alameda, City Attorney’s Office. Rent Program Annual Report 2024. 2024. https://www.alamedarentprogram.org/files/sharedassets/housingauth/v/1/resources/2024-rent-program- annual-report.pdf (accessed February 19, 2026). 7 City of Mountain View Rent Stabilization Program. Annual Report FY 2022–23. January 26, 2024. https://issuu.com/mountainviewrentstabilization/docs/2024.1.26_annual_report_fy_22-23_pdf (accessed February 19, 2026). 8 “Finding Common Ground on Rent Control: A Terner Center Policy Brief.” Terner Center for Housing Innovation at UC Berkeley. May 2018. https://ternercenter.berkeley.edu/wp- content/uploads/pdfs/Rent_Control_Paper_053018.pdf (accessed February 25, 2026). 9 Campbell, C. A., Hyra, D., & Schwegman, D. J. (2025). Evaluating Rent Control Intensity in California Cities, 2010– 2019. Housing Policy Debate, 1–25. https://doi.org/10.1080/10511482.2025.2582717 10 Campbell, C. A., Hyra, D., & Schwegman, D. J. (2025). Evaluating Rent Control Intensity in California Cities, 2010– 2019. Housing Policy Debate, 1–25. https://doi.org/10.1080/10511482.2025.2582717 11 “The Effects of Rent Control Expansion on Tenants, Landlords, and Inequality: Evidence from San Francisco.” Diamond, Rebecca, McQuade, Tim, & Qian, Franklin. 4 March, 2019. 12 National Apartment Association. “10 Unintended Consequences of Rent Control Policies.” https://naahq.org/news/10-unintended-consequences-rent-control-policies (accessed February 19, 2026). 13City of Berkeley Rent Stabilization Board. 2022 Tenant Survey: Presentation and Results. 2022. https://rentboard.berkeleyca.gov/sites/default/files/documents/2022%20Tenant%20Survey%20Presentatio n%20and%20Results.pdf (accessed February 19, 2026). 6 strong rent controls from 1979 to 1991 and found that there was no evidence that rent controls reduced expenditures on repairs below pre-rent control levels.14 It is important to note that vacancy decontrol requirements under Costa-Hawkins may also create incentives that work against the goals of many rent stabilization programs. Specifically, to regain access to market rents, property owners may be incentivized to threaten or pursue evictions of long-standing tenants.15 A study of San Francisco eviction filing rates from 2003 to 2013 found that living in a rent-controlled unit increases the likelihood of a tenant’s eviction by approximately 127% per year.16 According to this study’s authors, this “finding is best understood not as an inherent characteristic of rent control policy in general, but rather as the result of specific state-wide laws, passed in the years following the adoption of rent control in San Francisco, which granted rent-controlled property owners an economic incentive to evict and the legal means to do so.”17 A local rent stabilization program in Palo Alto would be subject to the same state-wide laws. In conclusion, numerous arguments exist both for and against local rent stabilization, but most lack strong, conclusive data to support them. Resource Requirements Staff reviewed recent rent stabilization program operating data from a variety of cities to determine the resources required to administer different programs. Based on published data from the peer cities of San Leandro, Mountain View, Alameda and Berkeley, local rent stabilization programs required dedicated teams of anywhere from six to 29 full-time employees and total program budgets up to and over $9 million annually. These programs provided varying levels of services to up to 40,000 units and all had program fees to offset the program costs at least partially. Staff estimates that expanding Palo Alto’s Rental Registry Program to include rent stabilization would require approximately five additional full-time staff, approximately $2 million in additional funding. Net program cost would depend on fees assessed and based on other organizations, cost recovery is estimated to ramp up over 2-6 years. 14 City of Berkeley Planning Department. Historical Berkeley Rent Control, 1978–1994 (Planning Department report). 1998. https://rentboard.berkeleyca.gov/sites/default/files/2022- 01/Historical_Berkeley_Rent_Control_1978-1994_1998_Planning_Dept_report%20%281%29.pdf (accessed February 19, 2026). 15 Gardner, M., & Asquith, B. (2025). The Effect of Rent Control Status on Eviction Filing Rates: Causal Evidence From San Francisco. Housing Policy Debate, 35(2), 334–354. https://doi.org/10.1080/10511482.2024.2393629 16 Gardner, M., & Asquith, B. (2025). The Effect of Rent Control Status on Eviction Filing Rates: Causal Evidence From San Francisco. Housing Policy Debate, 35(2), 334–354. https://doi.org/10.1080/10511482.2024.2393629 17 Gardner, M., & Asquith, B. (2025). The Effect of Rent Control Status on Eviction Filing Rates: Causal Evidence From San Francisco. Housing Policy Debate, 35(2), 334–354. https://doi.org/10.1080/10511482.2024.2393629 7 The need for additional funding for a potential rent stabilization program should be balanced against the City's current fiscal constraints and its efforts to prioritize resources. While program costs could eventually be recovered, doing so comes at the expense of the landlord, who may pass these costs through to the tenant despite anticipated local efforts to limit such pass- throughs. Establishing a rent stabilization program is a significant undertaking requiring specialized functions, administrative procedures, adjudication, and enforcement. Standing up the program would require considerable staff time across several city departments, diverting resources from other priorities at a time when the City is focused on reducing rather than expanding its workforce. A brief summary of peer jurisdiction’s rent stabilization programs and commensurate resource needs are below. Summary of Peer Program Resourcing San Leandro established a new rent stabilization and registry program in February 2026. The program will have six full-time employees in addition to the City’s existing five-person Rent Board.18 The program requires a $1.3 to $2.2M General Fund loan to initiate both the rent stabilization and rent registry portions of the program.19 The program will register and regulate rents for approximately 7,700 units beginning this year.20 San Leandro staff anticipate the program will achieve full cost recovery though collected program fees over the next three to six years.21 Mountain View offers another relevant case study. The Rent Stabilization Division of the Housing Department has 8 full-time employees and supports the City’s five-person Rental Housing Commission. The Division currently has an approved annual budget of approximately $2.6M, with recent annual revenues totaling $1.8M.22 Mountain View’s program registers and regulates rents for approximately 14,500 units.23 18 City of San Leandro, Community Development Department, First Reading of an Ordinance to Amend the San Leandro Municipal Code by Adding Chapter 4-46 to Establish Residential Rent Stabilization, https://sanleandro.legistar.com/ViewReport.ashx?M=R&N=Text&GID=191&ID=6605505&GUID=BB2A856A-77CB- 4893-885E-603BADCC2F95&Title=Legislation+Text (accessed February 19, 2026). 19 ibid 20 City of San Leandro, Community Development Department, Draft Residential Rent Stabilization Ordinance and Preliminary Cost Options, https://www.sanleandro.org/DocumentCenter/View/14185/Powerpoint_101325_Draft- Rent-Stabilization-Ordinance?bidId= (accessed February 19, 2026). 21 City of San Leandro, Community Development Department, First Reading of an Ordinance to Amend the San Leandro Municipal Code by Adding Chapter 4-46 to Establish Residential Rent Stabilization, https://sanleandro.legistar.com/ViewReport.ashx?M=R&N=Text&GID=191&ID=6605505&GUID=BB2A856A-77CB- 4893-885E-603BADCC2F95&Title=Legislation+Text (accessed February 19, 2026). 22 City of Mountain View, City Manager, Adopted Budget Fiscal Year 2025-26, https://www.mountainview.gov/home/showpublisheddocument/12247/638950076197470000 (accessed February 19, 2026). 23 City of Mountain View, Rent Stabilization Division, Activity Report Fiscal Year 2025-26, https://issuu.com/mountainviewrentstabilization/docs/rent_stabilization_division_report_fy_25-26 (accessed February 19, 2026). 8 Alameda’s rent program registers and regulates rents for approximately 16,500 units.24 The program has five full-time staff housed in the City Attorney’s Office. The current annual expenses associated with the program total $2M.25 Alameda collected $1.8M in Rent Review Fee revenue in 2022.26 Petitions and similar issues are resolved by hearing officers and/or the program administrator. Berkeley’s Rent Board is supported by 29 full-time employees.27 The program registers and regulates rents for 40,000 units 28 with a FY 2025-2026 annual budget of just over $9M.29 The Rent Board reported revenue of just under $7M in FY 2023-2024.30 Berkeley’s Rent Board is made up of nine elected commissioners.31 Program Considerations By law, any rent stabilization program must allow a landlord to make a fair return on their investment. The following program components ensure landlords can make a fair return, as required: x Annual general adjustments: Automatically allowed increases in rent based on a formula determined by ordinance or rent board. 24 City of Alameda, City Attorney’s Office. Rent Program Annual Report 2024. 2024. https://www.alamedarentprogram.org/files/sharedassets/housingauth/v/1/resources/2024-rent-program- annual-report.pdf (accessed February 19, 2026). 25 City of Alameda, City Attorney, “FY 2023-25 Biennial Budget”, https://stories.opengov.com/alamedaca/published/KHkeRFzR4J (accessed February 19, 2026). 26 City of Alameda, “FY 23-25 Budget Summaries: Rent Review Fee”, https://alamedaca.opengov.com/transparency#/69813/accountType=revenues&embed=n&breakdown=types&cur rentYearAmount=cumulative&currentYearPeriod=years&graph=bar&legendSort=desc&proration=true&saved_vie w=255143&selection=BD4055BF9DE56E9E99F25064297A4AB0&projections=null&projectionType=null&highlightin g=null&highlightingVariance=null&year=2025&selectedDataSetIndex=null&fiscal_start=earliest&fiscal_end=latest (accessed February 19, 2026). 27 City of Berkeley, Rent Stabilization Board, Recommendation to Board on FY 2025/26 Line-Item Budget, Staffing Model & Expenditure Level, https://rentboard.berkeleyca.gov/sites/default/files/documents/Budget_Rent_Board_Staff_Report.pdf (accessed February 19, 2026). 28 City of Berkeley Rent Stabilization Board. “About/Contact Us.” https://rentboard.berkeleyca.gov/services/aboutcontact-us (accessed February 19, 2026). 29 City of Berkeley, Rent Stabilization Board, Recommendation to Board on FY 2025/26 Line-Item Budget, Staffing Model & Expenditure Level, https://rentboard.berkeleyca.gov/sites/default/files/documents/Budget_Rent_Board_Staff_Report.pdf (accessed February 19, 2026). 30 ibid 31 City of Berkeley Rent Stabilization Board. “Elected Rent Board.” https://rentboard.berkeleyca.gov/elected-rent- board (accessed February 19, 2026). 9 x Landlord-Initiated Petitions: Ability to petition for a greater increase if landlord is unable to make fair return on their investment from the annual general adjustment. Programs may optionally include tenant-initiated petitions to help tenants resolve concerns such as an unlawful rent increase, failure to maintain a habitable premise, or a reduction in housing services. To administer these various program components, some cities primarily used their own staff while others engaged consultants to provide customer support, legal services, administer hearings, conduct mediations and/or complete property inspections. Some cities used either an appointed or elected rent board with staff support to hear cases instead of hearing officers. The City currently offers tenants and landlords (and all community members) access to free, confidential and impartial mediation services through the Palo Alto Mediation Program to resolve disputes.32 The Palo Alto Mediation Program is administered by Project Sentinel, a local nonprofit, on behalf of the City. Chapter 9.72 of the Palo Alto Municipal Code requires landlords to register with the City and requires parties to respond in many types of disputes involving rental housing properties.33 Funding from the City is provided annually to support Project Sentinel. Rental Registry Program Data Considerations Viewed alongside the preceding analysis of state law, the effects of rent stabilization measures, and the resource implications of program administration, the Program Year 1 data offers additional context. Ultimately, none of the below findings are intended to suggest that affordability pressures do not exist for Palo Alto renters. Pressures clearly exists in a market at these price points. Staff’s interpretation of the data in aggregate does not appear to demonstrate a pattern of widespread, acute rent increases that would warrant standing up a new local regulatory program. When considered alongside Palo Alto's limitations under California's Costa-Hawkins Rental Housing Act, the protections already afforded to many renters through the TPA and expanded local just cause eviction protections beyond those required by state law under the TPA, and the relatively narrow universe of units a local ordinance could reach, the practical impact of a rent stabilization program would be limited. Paired with the significant resource requirements of establishing such a program and the budgetary constraints currently projected for FY 2026 and beyond, staff recommend indefinitely deferring implementation of a rent stabilization program at this time. Current Data Considerations Summary: Of the 5,174 units included in the rent increase analysis, approximately one quarter of units (1,323 units; 25.57%) were reported with a rent increase of 32 Palo Alto Mediation. “Home.” https://www.paloaltomediation.com/home (accessed February 19, 2026). 33 City of Palo Alto. “Landlord Resources”. https://www.paloalto.gov/City-Hall/Housing/Tenant-Landlord-Resources/Landlord- Resources (accessed February 19, 2026). 10 between 0% and 5% and one tenth of units (566 units; 10.94%) were reported with a rent increase above 5%. Nearly two-thirds of units (62.85%) were reported with no change in rent.34 A very small percentage (3 units in total) reported a rent decrease. See Exhibit 1 Figure 9 and Table 7 in Attachment A for more information. Arguably, these findings suggest that existing state protections aimed at keeping rent increases below 10% (or 5% plus the percentage change in cost of living, if that’s lower) for covered units are functioning largely as intended for the majority of Palo Alto's registered rental units. Further analysis would be needed to determine what percentage of units that reported a most- recent rent increase over 5% may have violated state law.35 A meaningful share of the rental stock already operates with some form of market adjustment based on the self-reported data. About 26% of renter-occupied units carry deed restrictions, rental assistance, or informal rent discounts, which may reduce the practical reach of additional rent regulation on the units most in need of affordability protections. The age of the housing stock is also a relevant consideration. With 74% of registered units in buildings constructed before 1980, property owners face rising maintenance and potential retrofit costs. Staff has heard directly from property owners that the market is price-sensitive and that even modest cost increases are difficult to absorb. Constraints on rent adjustments could, over time, affect the capacity to maintain these aging properties, a concern that takes on added significance as the City explores mandatory retrofitting requirements for seismically vulnerable buildings, which may represent a substantial additional cost obligation for many of these same property owners. Palo Alto renters also benefit from existing local protections beyond TPA. The City's ordinance requiring landlords to offer one-year leases provides tenants with 12 months of rent predictability at each lease term, addressing one of the more common concerns that rent stabilization is designed to resolve. Rental Registry Program Expansion With respect to Council's direction to evaluate expanding the Rental Registry Program to include single-family homes and properties with two or fewer rental units, staff recommend deferring this expansion indefinitely. Program Year 1 was the City's first year administering the registry, and the process surfaced a number of operational refinements, including unit count 36 Rental Registry Program participants were asked to report both the date and amount of the last rent increase for each unit. Many participants reported a “$0.00” rent increase for a unit and a corresponding date in the past, confirming that the unit had not experienced rent increases since that date. For example, reporting of “$0.00” for a rent increase frequently coincided with known tenancy start dates, meaning that there was no change in rent since initial occupancy. However, some renters have tenure lengths longer than the date of last rent increase reported as “$0.00,” so it is unknown if those renters had a rent increase at some point earlier in their tenure. 35 In order to complete this analysis, staff would need to compare the rent increase amount to the TPA rent cap at the time the rent was increased and then determine that the rent increase occurred in a covered building and was not associated with any tenancy changes. 11 verification against Santa Clara County Assessor data, registration notification challenges associated with property sales, clarifications around senior housing and condominium registration requirements, and the deployment of new reporting and payment functionality. Program Year 2 is the first year in which returning participants are updating existing registrations, paying the newly adopted registration fee, and using improved event-based reporting tools. Staff believe it is prudent to allow these processes to mature and stabilize before introducing a significantly larger population of property owners into the program. Indeed, the estimated 4,305 units on properties with two or fewer units, predominantly single- family residences, would require coordination with a substantially larger number of individual property owners, many of whom may be owner-occupiers who would be exempt from registration fees and/or would be navigating the program for the first time. Staff have previously identified that expansion at this scale would require at least one additional full-time employee. FISCAL/RESOURCE IMPACT The recommendation in this report does not have any budget or fiscal impact. However, if Palo Alto were to pursue a local rent stabilization program or expand the Rental Registry Program (RRP), it would need to be resourced. Because rental registries are often tied to rent stabilization programs, many cities fund their rent stabilization program partially or entirely through rental registry fees. The City’s current Rental Registry Program fee of $35 per unit in Palo Alto supports approximately one full-time employee and specialized contract work needed to run the rental registry program at its existing scale. The RRP is currently focused on establishing and maintaining a multi-family rental unit inventory and does not regulate rents. This program’s fee for covered units would need to be significantly increased if it were to be the sole funding source to develop, implement and enforce a local rent stabilization program. Based on a rough analysis, staff estimate that covered units may need to pay a fee up to or above $300.00 per unit 36 in order to achieve full cost recovery for an expanded program. While staff estimate that approximately five additional staff may be needed to run a rent stabilization program in Palo Alto, the final size of the team needed would be based upon the number of registered units (which would increase if the program were to be expanded to one- and two- unit properties), the complexity of the program, the level of customer support provided to both renters and landlords, the potential use of contracted services, enforcement procedures, and other factors. STAKEHOLDER ENGAGEMENT This agenda item was publicly noticed as part of the March 10, 2026, Policy and Services Committee meeting. City staff maintains a list of groups and individuals interested in renter 36 For reference, Berkeley currently charges $344 per fully covered unit, Richmond charges $267 per fully covered unit and Alameda currently charges $170 per fully covered unit. 12 protection policy development and the implementation of the rental registry program; an email advertising the March 10, 2026 Policy and Services Committee meeting and discussion on this topic was sent to this list after publication of this report. Staff also sent targeted emails to representatives at the California Apartment Association, Alliance of Californians for Community Empowerment, Public Advocates, Tenants Together, Palo Alto Forward and Silicon Valley at Home after publication of this report. Lastly, staff sent an email after the publication of this report to all property owners and/or representatives who have participated in the Rental Registry Program to date, upon the publication of this staff report to inform them of this upcoming policy discussion. ENVIRONMENTAL REVIEW Committee action on this item is exempt from review under the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15061(b)(3), as it can be seen with certainty that discussion and direction regarding regulation of residential rental units will not have a significant effect on the environment. ATTACHMENTS Attachment A: Program Year 1 (FY 2024-2025) Summary Report APPROVED BY: Jonathan Lait, Planning and Development Services Director Page 1 CITY OF PALO ALTO RENTAL REGISTRY PROGRAM Program Year 1 (FY 2024–2025) Summary Report Program Overview City Council established the Rental Registry Program by adopting Palo Alto Municipal Code (PAMC) Chapter 9.65. The program serves four purposes: understanding the residential rental landscape as experienced by renters and landlords; supporting data-informed policy decisions that protect public health, safety, and welfare; promoting community awareness of existing renter protections; and supporting the City’s Housing Element goals for rental unit protection, preservation, and production. The City launched its inaugural registration period on October 1, 2024, running through January 15, 2025, with a grace period extended through April 6, 2025. Per City Council direction, Program Year 1 focused exclusively on rental properties with three or more units. All information was self- reported by property owners and property managers. Please see Exhibit 1 to this report for additional program data analysis. Registration Results The program achieved a 95.4% property registration rate (414 of 434 properties) and a 97.9% unit registration rate (7,653 of 7,821 units) by the close of the grace period on April 6, 2025. See the summary table below or Exhibit 1 Table 1 for more information. Registration Status Properties Units Total Required 434 7,821 The majority of registrations were completed later in the registration period; only 55% of properties (237) and 33% of units (2,581) completed by the initial January 15, 2025 deadline. The remaining registrations arrived steadily through the extended grace period. Staff conducted outreach through postcards, registration letters, direct email campaigns, staff-hosted workshops, and one-on-one customer service. Only four properties did not complete registration by the close of the grace period and received administrative citations. Page 2 The 16 exempted properties (an estimated 148–162 units) were deferred to Program Year 2 because recent property sales resulted in new owners not receiving registration notice letters. Key Findings from Registered Properties Occupancy and Vacancy Rates Of the 7,653 registered units, 94.79% were occupied and 5.21% were vacant. Among occupied units, 93.13% were occupied by renters, 0.98% by property managers, 0.48% by owners, and 0.20% by rent-free occupants. Among vacant units, 3.68% were available for rent and 1.53% were not available for rent. See Exhibit 1 Table 3 and Figure 1 for more information. Unit Diversity The registered rental stock is predominantly composed of smaller units. Studios and one-bedroom units together account for 58.89% of all registered units. Two-bedroom units represent another 35.14%. Units with three or more bedrooms constitute 5.97% of the inventory. See the summary table below or Exhibit 1 Table 4 and Figure 2 for more information. Unit Type Avg. Size (sq ft)Units % of Total Age of Building Stock The registered rental stock spans buildings constructed from 1893 through 2022. Nearly half of all registered units (3,790 units; 49.52%) were built between 1960 and 1979, and nearly three fourths of registered units were built before 1980 (5,701 units; 74.49%). Only 1,203 registered units (15.72%) are in buildings constructed after 2000. See Exhibit 1 Figure 3 for more information. Properties that are 15 years old or newer are exempt from the rent stabilization provisions of the California Tenant Protection Act of 2019 (TPA). Amenities, Services, and Auto Parking Among the most commonly included amenities for renter-occupied units were outdoor common space (4,010 units), bicycle parking (3,853 units), laundry (3,650 units), and pool/spa access (3,073 Page 3 units). Utilities included in rent varied: refuse/recycling was included for 2,953 units, water for 2,916, and sewer for 2,233. Internet (347 units) and cable (370 units) were rarely included. EV charging was available for 924 units. See Exhibit 1 Figure 4 for more information. Parking was included in rent for 6,932 units (90.58%). An additional 231 units (3.28%) had parking available for an additional fee and 410 units (6.14%) had no onsite parking offered. See Exhibit 1 Figure 5 for more information. Stability and Turnover Over half of current renters (3,834 units; 53.73%) started their tenancy within three years of the April 2025 registration close. The next largest group (1,283 units; 17.98%) had tenures exceeding 10 years. Approximately 300 renter households (4.21%) have lived in their units for over 20 years. See Exhibit 1 Figure 6 for more information. The most common lease arrangement was a one-year lease (66.63%), followed by month-to- month leases (28.44%). Under Palo Alto Municipal Code Chapter 9.68.030, all landlords must offer a one-year lease term in writing, but renters or potential renters may decline this offer in favor of a shorter, negotiated lease term (such as month-to-month). Rental Discounts and Incentives Of 7,127 renter-occupied units, 3,889 (54.57%) were market rate units without formal market adjustments. The remaining 3,238 (45.43%) renter-occupied units received some kind of market adjustment. Specifically, 981 units (13.76%) were deed-restricted, 554 units (7.77%) were deed- restricted with rental assistance or subsidies, 418 units (5.87%) had rental assistance or subsidies, and 1,285 units (18.03%) were market rate but with other rent discount or incentive, such as a rent concession during the course of the lease term or an employee housing rate. See Exhibit 1 Table 5, Figure 8, and Table 6 for more information. Rents for Market Rate Units Rent data can be reported in aggregate for market rate studio, 1-, 2-, and 3- bedroom units. Rent data for 4- and 5-bedroom units are known but excluded from aggregate reporting due to few and potentially identifiable numbers. See Exhibit 1 Table 4, Table 5, and Table 6 for more information. Median monthly rents for non-discounted market rate units were as follows: Unit Type Median Rent 25th Percentile 75th Percentile Page 4 3-Bedroom $4,495 $3,993 $4,993 Rent Increases for Market Rate Units and Market Rate Units with Other Rent Discounts Among the 5,174 market rate units or market rate units with other rent discounts included in rent increase analysis, almost half of units (2,470 units; 47.64%) reported no change in rent between October 2022 and April 2025, including units with renters who had been in their unit for less than one year. Another group of units (787 units; 15.21%) reported no rent increase over an even longer timeframe, such as since before October 2022 or even beyond five years prior to open registration. Approximately one-third of units (1,685 units; 32.57%) reported a rent increase between October 2022 and April 2025. A small number of units (204 units, 3.94%) reported their last rent increase in the more distant past, since before October 2022 and even beyond five years prior to open registration. Of the 5,174 units included in the rent increase analysis, only approximately one quarter of renters (1,323 units; 25.57%) experienced a rent increase of between 0%-and 5% and approximately one tenth of renters (566 units; 10.94%) experienced a rent increase above 5%. A very small percentage, accounting for 3 units in total, reported a rent decrease instead of a rent increase. See Exhibit 1 Figure 9 and Table 7 for more information. Some reported rent increases may exceed Tenant Protection Act of 2019 (TPA) limits (5% plus local CPI, or 10%, whichever is lower). However, the program data notes that caution is warranted in interpreting these figures: the TPA does not apply to all units, allowable percentages vary year to year, and some data entry errors may remain in this initial round of self-reported information. Additionally, it is likely that some of the larger recent rent increases reported in Program Year 1 were associated with a change in tenancy, which is allowed under the TPA; however, change in tenancy data was not collected during Program Year 1. Staff introduced an occupancy/tenancy change reporting form in Program Year 2 to better understand the nature of reported rent increases going forward. Geographic Distribution Most registered rental units were located within a half-mile of a commercial area (88.1%) and a public park (77.6%). The majority of units (59.5%) were within a half-mile of a public school and were within 500 feet of an arterial road (62.2%). Proximity to transit was lower: 27.4% of units were within a half-mile of a Caltrain station and 33.0% were within a half-mile of a major bus stop. Program Administration and Implementation Notes Data Quality The initial property inventory relied on Santa Clara County Assessor data. Staff identified minor unit count discrepancies on approximately 30% of properties, which were resolved through Page 5 systematic verification during registration review. Property owners and property managers reliably reported accurate unit counts with no instances of over- or underreporting identified. Property Inventory Refinement The initial inventory methodology did not capture all 3+ unit rental properties. Staff identified additional properties, primarily smaller rental properties and those in non-residential zoning districts, estimated at approximately 852 units across roughly 229 properties. These have been added to the inventory for Program Year 2. Registration Clarifications During implementation, staff clarified several registration requirements. Properties with three or more units where the owner or manager occupied some units were still required to register. Condominiums where a single owner holds three or more units and rents at least two were also included. Units lacking independent cooking, bathing, or sleeping facilities (such as certain Junior Accessory Dwelling Units) and units in hospitals, skilled nursing facilities, or continuing care retirement communities were determined not to require registration. Senior housing presented particular complexity. Some units, while residential in form, either shared core living facilities or included individualized healthcare services in their rates. These were exempted through a City-administered affidavit verification process. Registration Fees Program Year 1 registration fees were waived by City Council direction. For Program Year 2, City Council approved a registration fee of $35.00 per unit, with exemptions for owner-occupied units and units on 100% affordable housing properties. Staff has received feedback from property owners that the Palo Alto rental market is price-sensitive and that the fee, combined with other rising costs, may be impactful. Event-Based Reporting In addition to annual registration, the program requires property owners to report certain events as they occur: rent increases, notices to quit, unlawful detainers, and evictions. Rent increases are the most frequently reported event. Some property owners expressed unfamiliarity with these requirements, and staff received complaints questioning the need for event-based reporting. In response, staff released improved reporting forms, clearer rent increase reporting, and a new optional rent decrease form. Looking Ahead: Program Year 2 Page 6 Program Year 2 (FY 2025–2026) registration opened on October 1, 2025, with the annual open registration period running through January 15, 2026. The City extended a grace period through February 16, 2026 and is presently preparing to send administrative citations to unregistered properties. The program continues to focus on properties with three or more units. Program Year 2 incorporated the 16 properties previously exempted due to recent property sales (148–162 units), as well as the approximately 229 additional properties (~852 units) identified through improved inventory methodology during Program Year 1, and two newly constructed properties (160 units). City Council previously directed staff to evaluate potential expansion of the program to all rental properties, including single-family homes and properties with two or fewer units. The American Community Survey estimates approximately 4,305 rental units on such properties, with an estimated 4,116 being single-family residences. Staff has noted that expansion at this scale would represent a more than 600% increase in the number of property owners requiring coordination and would require additional staffing. Based on FY 2025–2026 budget discussions, no additional staffing was requested, and Program Year 2 has proceeded without this expansion. As the Rental Registry Program’s online portal retains baseline registration information from Program Year 1, staff anticipate a less time-intensive update process for returning participants, though learning the new fee payment module will be part of the Year 2 experience. Attachments Exhibit 1: Program Year 1 (FY 2024-2025) Supplemental Program Data -2025) SUPPLEMENTAL PROGRAM DATA 1 Exhibit 1 CITY OF PALO ALTO RENTAL REGISTRY PROGRAM PROGRAM YEAR 1 (FY 2024-2025) SUPPLEMENTAL PROGRAM DATA October 30, 2025 Planning & Development Services Department Rental Registry Program rentalregistry@paloalto.gov -2025) SUPPLEMENTAL PROGRAM DATA 2 Property Inventory and Registration Status Table 1: Rental Registry Program - Program Year 1 Property Registration Status (as of April 6, 2025) Registration Status Number of Properties Number of Units Properties in Completed Registration Status 414 Properties (95.4%) 7,653 units (97.9%) Properties in Open Registration Status/Payment Pending 4 Properties (0.9%) Properties Exempted from Program Year 1 Registration Requirement 16 Properties (3.7%)* 148 Units (1.9%)* Total Number of Properties in RRP Requiring Program Year 1 Registration 434 Properties 7,821 Units Additional Property Disposition Information Properties Vetted/Removed from Program Year 1 Property Inventory 6 Properties** N/A Properties Retained in RRP for Recordkeeping Purposes, but Not Registration 26 Properties*** N/A Properties/Units Added for Program Year 2 ~229 Properties**** ~852 Units**** Properties/Units Added for Program Year 2 due to New Construction/Occupancy Notes: • The anticipated number of rental units in Palo Alto on rental properties with 3+ units (8,673 units) exceeds the American Community Survey estimates (7,545 units), which would be verified at the close of Program Year 2. • *These properties were exempted from the Program Year 1 registration requirement because property owners did not receive critical registration notice letters because of incorrect contact information due to recent property sales. Registration of these 16 properties will be required in Program Year 2. The estimated total unit count for these properties ranges from 148 units to 162 units and will be confirmed at Program Year 2 registration. • **These properties were found to be either residential non-rental/entirely owner occupied (3 properties) or commercial property (3 properties). • ***These properties are retained in the Rental Registry Program property inventory for administrative/recordkeeping purposes, but not for registration in Program Year 1 or Program Year 2. These properties are retained because they were either rental properties with two or fewer units (18 Properties) or properties with one or more units as part of a hospital, extended medical care facility, skilled nursing facility, health facility, or continuing care retirement community (8 Properties). • ****The unit count for these properties is estimated at ~852 units across ~229 properties. Table 2: American Community Survey (ACS) Distribution Estimate of Palo Alto Rental Households by Rental Unit Property Type Mobile Home Boat, RV, Van, etc. Single Family Detached Single Family Attached Duplex Triplex and Fourplex Small Sized Rental Property (5 to 9 Units) Medium Sized Rental Property (10 to 19 Units) Medium Sized Rental Property (20 to 49 Units) Large Sized Rental Property (50 or More Units) Total # of Units 89 0 3,289 827 189 715 1,343 1,234 1,621 2,632 11,939 % of Total Units 0.75% 0% 27.55% 6.93% 1.58% 5.99% 11.25% 10.34% 13.58% 22.05% 100% Source: U.S. Census Bureau, 2019-2023 American Community Survey 5-Year Estimates Table, B25032 Tenure by Units in Structure: https://data.census.gov/table/ACSDT5Y2023.B25032?g=160XX00US0655282. -2025) SUPPLEMENTAL PROGRAM DATA 3 Occupancy and Vacancy Rates Table 3: Program Year 1 Occupancy Rate and Vacancy Rate by Occupancy Type (7,653 Registered Units) Occupant Type Number of Units Percentage Combined Percentages Occupied by Owner 37 0.48% Occupancy Rate 94.79% Occupied by Property Manager 75 0.98% Occupied by Renter 7,127 93.13% Occupied by Rent-Free Occupant 15 0.20% Vacant - Available for Rent 282 3.68% Vacancy Rate 5.21% Vacant - Not Available for Rent 117 1.53% TOTAL 7,653 100.00% Figure 1: Program Year 1 Unit Vacancies by Number of Bedrooms in Unit (399 Registered Units) -2025) SUPPLEMENTAL PROGRAM DATA 4 Unit Diversity Table 4: Program Year 1 Rental Units by Number of Bedrooms (7,653 Registered Units) Unit Type Average Size (sq ft) Number of Units Percentage of Units Studio ±500 1,197 15.64% 1-Bedroom 2-Bedroom 3-Bedroom 4+-Bedroom +1,500 29 0.38% TOTAL N/A 7,653 N/A Figure 2: Program Year 1 Comparison Between Unit Size and Number of Bedrooms in Unit (7,653 Registered Units) 0 1000 2000 3000 4000 5000 6000 7000 8000 9000 0 1 2 3 4 5 Si z e o f U n i t ( S q F t ) Number of Bedrooms in Unit -2025) SUPPLEMENTAL PROGRAM DATA 5 Age of Building Stock Figure 3: Program Year 1 Number of Registered Rental Units Built by Decade (7,653 Registered Units) -2025) SUPPLEMENTAL PROGRAM DATA 6 Amenities and Services Figure 4: Program Year 1 Amenities/Services Included in Rent for Renter Occupied Units (7,127 Registered Units) 347 370 2953 2916 2233 982 1036 1562 3650 1459 3853 924 2761 3073 4010 2432 853 0 500 1000 1500 2000 2500 3000 3500 4000 4500 Internet Cable Refuse/Recycling Water Sewer Natural Gas Electricity Outdoor Private Space Laundry Storage Bicycle Parking EV Charging Gym Pool/Spa Outdoor Common Space Indoor Common Space Community Kitchen -2025) SUPPLEMENTAL PROGRAM DATA 7 Auto Parking Figure 5: Program Year 1 Auto Parking Availability for Rental Units (7,653 Registered Units) -2025) SUPPLEMENTAL PROGRAM DATA 8 Stability and Turnover Figure 6: Program Year 1 Tenure Length for Renters (7,136 Registered Units) -2025) SUPPLEMENTAL PROGRAM DATA 9 Figure 7: Program Year 1 Lease Lengths for Renter Occupied Units (7,127 Registered Units) -2025) SUPPLEMENTAL PROGRAM DATA 10 Occupancy of Market Rate Units and Units with Market Adjustments Table 5: Program Year 1 Distribution of Market Rate Rental Units Versus Units with Market Adjustments by Occupancy Type (7,653 Registered Units) Occupancy Type Market Rate Units Market Rate Units with Other Rent Discount Deed Restricted Units Deed Restricted Units with Rental Assistance/ Subsidy Units with Rental Assistance/ Subsidy Other/ Unknown if Market Rate Total Occupied by Owner - - - - - 37 37 46 10 15 1 3 - 75 Occupied by Renter 3,889 1,285 981 554 418 - 7,127 12 1 2 - 15 Vacant - Available for Rent 22 - 7 3 1 249 282 6 - - - 3 108 117 TOTAL 3,963 1,307 1,003 559 427 394 7,653 Notes: • Some market rate rental units do not have any rent discounts, whereas others do have some sort of rent discount. Examples of rent discounts in Program Year 1 data include: o rent concessions, such as a free month during the lease term; o lower rent rates offered to employees; or o informal rent discounts, such as a lower rent rate for a family friend or for helping with property maintenance tasks. • Market rate adjustments include deed-restrictions so that the unit is offered at below the market rate rent at a specified percentage level of area median income. • Other market adjustments include a unit having some form of subsidy or rental assistance, such as a utility allowance or a Section 8 voucher to cover the difference between what a renter could afford and the market rent for the unit. -2025) SUPPLEMENTAL PROGRAM DATA 11 Figure 8: Program Year 1 Distribution of Market Rate Rental Units Versus Units with Market Adjustments by Number of Bedrooms in Unit (7,105 Registered Units) -2025) SUPPLEMENTAL PROGRAM DATA 12 Rents for Market Rate Units Table 6: Program Year 1 Median Monthly Rent for Market Rate Units by Number of Bedrooms in Unit (5,164 Registered Units) Number of Bedrooms in Unit Unit Rent Type Number of Units Median Q1 (25th %) Q3 (75th %) IQR (Inter-quartile Range) Min Max Avg Stnd Dev Studio Market Rate Unit 338 $2,095 $1,895 $2,395 $500 $0 $3,825 $2,176 483 Market Rate Unit with Other Rent 118 $2,223 $2,064 $2,334 $271 $1,590 $3,453 $2,283 449 1 Market Rate Unit 1911 $2,600 $2,300 $3,000 $700 $0 $100,120 $2,757 2311 Market Rate Unit with Other Rent 547 $2,800 $2,565 $3,330 $765 $1,000 $5,800 $2,971 575 2 Market Rate Unit 1463 $3,295 $2,895 $3,846 $951 $400 $398,508 $3,738 10373 Market Rate Unit with Other Rent 573 $3,531 $3,291 $4,300 $1,009 $1,630 $6,138 $3,815 672 3 Market Rate Unit 167 $4,495 $3,993 $4,993 $1,000 $1,685 $18,000 $4,862 2265 Market Rate Unit with Other Rent 47 $5,024 $4,929 $5,120 $191 $2,262 $6,694 $4,914 789 Notes: • Number of Units is the total number of units included in this group (based on bedroom count and rent type). This tells us how large the sample size is — the bigger the number, the more reliable the rent statistics. • Median is the "middle" rent value — half of the units rent for less than this amount, and half rent for more. This is often the most accurate reflection of typical rent because it isn’t skewed by outliers. • Q1 (25th Percentile) shows that a quarter of the units rent for less than this amount. This shows the lower end of the rent range. • Q3 (75th Percentile) shows that a quarter of units rent for more than this amount. This shows the upper end of the typical rent range. • IQR (Interquartile Range) shows the range between Q1 and Q3 — it shows where the middle 50% of rents fall. A smaller IQR means rents are more consistent. A larger IQR suggests wider variability in rent pricing. • Minimum is the lowest rent reported, which may sometimes reflect data errors (like a typo or missing zero). It is to be used as a flag, not a benchmark. • Maximum is the highest rent reported. Like the minimum, maximum may include typos or unusually high figures, which can skew the average — so it's important to view this in context with the median and IQR. • Average is the total of all rents divided by the number of units. While average gives a general sense of rent levels, it is sensitive to data errors or extreme values (too high or too low). • Standard Deviation is a measure of how much rent values vary from the average. A low number means most rents are similar; a high number means there’s a lot of variation — which could reflect different unit sizes, locations, or data errors. -2025) SUPPLEMENTAL PROGRAM DATA 13 Rent Increases for Market Rate Units Figure 9: Program Year 1 Number of Market Rate Units Reported with No Change in Rent by Unit Tenure Length (3,254 Registered Units) Notes: • 3,254 units included in analysis; excludes units with rent decreases and date of last increase reporting errors 1277 802 352 184 116 52 56 47 55 37 276 0 200 400 600 800 1000 1200 1400 1 year or less >1 to 2 years >2 to 3 years >3 to 4 years >4 to 5 years >5 to 6 years >6 to 7 years >7 to 8 years >8 to 9 years >9 to 10 years Over 10 years Number of Units with No Change in Rent Un i t T e n u r e L e n g t h -2025) SUPPLEMENTAL PROGRAM DATA 14 Table 7: Program Year 1 Frequency of Rent Increases and Rent Increase Percentage for Market Rate Units (5,174 Registered Units) Rent Increase Percentage Rent Increase Timeframe Date of Last Rent Increase Rent Increase Reporting Error Rent Decrease No Change 0% and 1% 1% and 2% 2% and 3% 3% and 4% 4% and 5% 5% and 6% 6% and 7% 7% and 8% 8% and 9% 9% and 10% Over 10% Grand Total Between October 2022 and April 6, 2025 (October 1, 2024 – April 6, 2025) 3 1 641 28 59 102 100 105 62 20 21 40 6 20 1,208 Prior to Open Registration 8 0 1039 21 86 110 122 103 58 28 16 13 23 11 1,638 Prior to Open Registration 4 1 430 13 36 49 71 90 44 17 5 6 11 8 785 Prior to Open Registration 0 0 249 7 15 11 20 27 15 6 8 8 11 1 378 Prior to Open Registration 0 0 111 3 4 8 5 14 10 1 1 1 5 0 163 Before October 2022 Prior to Open Registration 0 0 181 1 1 5 11 13 5 0 3 7 4 2 233 Prior to Open Registration 0 0 61 0 0 2 1 0 6 2 2 1 0 1 76 Prior to Open Registration 0 0 59 1 0 0 0 1 0 0 0 0 0 0 61 Prior to Open Registration 0 1 49 1 0 0 1 1 0 0 1 1 0 0 55 Prior to Open Registration 0 0 38 0 1 0 1 2 0 0 1 0 0 1 44 Prior to Open Registration 1 0 29 1 7 5 11 4 4 1 3 0 0 2 68 Prior to Open Registration 2 0 370 0 6 8 10 19 24 5 2 0 6 6 458 Date of Last Rent Increase Reporting Error 0 0 5 0 0 0 0 1 0 1 0 0 0 0 7 Grand Total 18 3 3,262 76 215 300 353 380 228 81 63 77 66 52 5,174 -2025) SUPPLEMENTAL PROGRAM DATA 15 Notes: • For Program Year 1 initial registration, the City asked for the current monthly rent for each unit, as well as the initial monthly rent (if known) and the date and amount of last rent increase. Consequently, the City was able to gather past rent increase information for Palo Alto rental units. • This analysis reflects rent increase information gathered between October 1, 2024, through the close of the open registration period on April 6, 2025. Initial findings are provided for studio, 1-bedroom, 2-bedroom, and 3-bedroom market rate units (5,164 units), both without and with some form of rent discount. • Reported dates of the last rent increase were sorted into the open registration period of October 1, 2024, through April 6, 2025, and otherwise in half year increments prior to the October 1, 2024, start of open registration. • The California Tenant Protection Act of 2019 (TPA; AB 1482) came into effect January 1, 2020, during the timeframe included in this analysis. Units regulated by TPA are limited to annual rent increases of no more than 5% + local CPI (CPI = inflation rate), or 10%, whichever is lower. Properties that are 15 years old or newer are exempt from the rent stabilization provisions in TPA. • Program Year 1 information shows possibility of some rent increases exceeding 5% + local CPI. However, caution is recommended for interpreting this Program Year 1 information for at least the following reasons: o TPA does not apply to all residential rental units; o Allowable rent increase percentages vary from year to year; o TPA does not apply when a rent increase is associated with a change in occupancy; o Staff were able to filter out clear errors, but other data entry errors might remain; and o Future reporting may correct data entry errors. -2025) SUPPLEMENTAL PROGRAM DATA 16 Geographic Distribution Figure 10: Program Year 1 Registered Rental Unit Locations (7,653 Registered Units) Table 8: Program Year 1 Proximity of Registered Units to Special Features (7,653 Registered Units) Feature Number of Registered Units within Proximity Number of Registered Units not in Proximity Public schools (1/2-mile radius) 4,553 units (59.5%) 3,100 units (40.5%) Public parks (1/2-mile radius) 5,935 units (77.6%) 1,718 units (22.4%) Caltrain stations (1/2-mile radius) 2,100 units (27.4%) 5,553 units (72.6%) Major bus stops (1/2-mile radius; include VTA, SamTrans, 2,528 units (33.0%) 5,125 units (67.0%) Commercial Areas (1/2-mile radius) (Only if Possible) 6,744 units (88.1%) 909 units (11.9%) Arterials (500 foot radius) 4,760 units (62.2%) 2,893 units (37.8%) MARCH 10, 2026 PaloAlto.gov Rental Registry Program & Rent Stabilization Policy & Services Discussion 1 PRESENTATION OVERVIEW 1.Renter Protection Policy Background •Past and ongoing policymaking 2.Preliminary Rental Registry Program (RRP) Data •Program participation information •Market overview 3.Rental Registry Program Expansion •Anticipated resource requirements 4.Local Rent Stabilization Program Analysis •Program scope and legal limitations •Preliminary analysis of rent changes in Palo Alto •Peer programs and anticipated resource requirements 5.Recommendation 2 Local Rent Control Program ConsiderationsRenter Protections Policy Background 3 KEY POLICY DEVELOPMENTS 2023: Council adopts just cause eviction protections and enacts a security deposit limit for unfurnished rental units via Chapter 9.68 2022: Council extends relocation assistance requirements via Chapter 9.68 1980: Council establishes Chapter 9.68: Rental Housing Stabilization, including requirements for written 1-year lease offers 2024: Council adopts PAMC Chapter 9.65: Residential Rental Registry Program, provides direction to focus on properties with 3 or more units 2002 & 2009: Council adopts and amends 9.72: Mandatory Response to Request for Discussion of Disputes Between Landlords and Tenants, including voiding rent increases given without notice of rights 1983 & 1997: Council adopts and amends Chapter 9.74: Discrimination Against Families With Minor Children In Housing 2018: Council amends Chapter 9.68 to add relocation assistance requirements 4 ONGOING DISCUSSIONS WITH P&S •Rental Registry Program Expansion Discussion (today) •Program launched October 1, 2024 •1- and 2- unit rental properties not required to register during Program Year 1 & Program Year 2 •Local Rent Stabilization Program Establishment Discussion (today) •Adopted as 2024 Council Priority •December 2024 Policy discussion with Housing Ad Hoc Committee •Adopted as 2025 Council Priority •Fair Chance in Housing Ordinance Discussion (Estimated April/May 2026) •Adopted as 2024 and 2025 Council Priority •October 2024 Human Relations Commission discussion •April 2025 Council reading of draft ordinance and referral to P&S 5 Local Rent Control Program ConsiderationsRental Registry Program Findings & Expansion 6 PROGRAM YEAR 1 PARTICIPATION & SUPPORT •Very high compliance and participation rate •95.4% property registration rate (414 of 434 properties) •97.9% unit registration rate (7,653 of 7,821 units) •4 properties received administrative citations for non-registration •Participation Exemptions and Fee Waivers •Properties with 1 or 2 units were not required to register •Registration fees waived for all units required to register •Extended registration period •Annual Open Registration dates: October 1, 2024 – January 15, 2025 •Grace period: January 16, 2025 – April 6, 2025 •Wide variety of participant support services, including: •In-person property owner workshops and 1:1 support sessions •Dedicated staff support email (rentalregistry@paloalto.gov) •Registration technical support HelpDesk (phone, email, chat) •Online demonstration videos and portal user guide 7 KEY FEATURE: PUBLICLY ACCESSIBLE REGISTRATION DATABASE 8 PROGRAM YEAR 1 RENTAL HOUSING DATA Findings are based on self-reported data from approx. 7,653 of an estimated 11,939 total rental units in Palo Alto. Units on one - and two-unit properties are not included. •Multi-family rental stock is composed of mostly smaller units •Studios and one-bedroom units: 58.89% •Two-bedroom units: 35.14%. •Three-or -more-bedroom units: 5.97% •Multi-family rental stock is comprised of mostly older buildings •80.87% of units are in buildings built before 1995 •19.13% of units are in buildings constructed in or after 1995 •Most units had access to car and bike parking, laundry and shared outdoor space •93.86% of units had access to onsite parking •56.26% of units had access to shared outdoor space •54.06% of units had access to bicycle parking •51.21% of units had access to laundry 9 PROGRAM YEAR 1 RENTAL MARKET DATA Findings are based on self-reported data from approx. 7,653 of an estimated 11,939 total rental units in Palo Alto. Units on one - and two-unit properties are not included. •94.79% of all units were occupied •3.68% vacant – available for rent •1.53% vacant – not available for rent •26% of units were deed -restricted or subsidized •20.41% were deed-restricted •5.58% had rental assistance or subsidies •19.5% Stanford University owned and managed •1495 units, many offered at discounted rates for employees •Median market rate rents (excluding rent discounts such as first month free) •$2,095 for a studio •$2,600 for one-bedrooms •$3,295 for two-bedrooms •$4,495 for three-bedrooms 10 EXPANSION CONSIDERATIONS •Council-directed expansion to include one- and two- unit properties •Adds estimated 4,305 rental units across 4,210 properties •Approx. 4,116 one-unit properties and 94 two-unit properties •Key Considerations •Still a new program that requires frequent staff troubleshooting as technology, data quality and implementation issues arise •Small property owners may be less familiar with reporting tools and requirements and/or have less capacity to comply with the program •Many small property owners may also be owner-occupiers and therefore potentially exempt from the program fee •At least one additional staff would be needed to provide participant support (currently ~ 1 full-time employee) •Current rental registry fee of $35 per unit would need to be approximately doubled ($70 per unit) 11 Rent Stabilization Analysis 12 13 Costa-Hawkins: State Limits on Local Rent Stabilization •The Costa-Hawkins Rental Housing Act (1995) prevents local governments from regulating the residential rent of: o Single-family homes or condos o Units built after Feb. 1, 1995 •Requires vacancy decontrol •2018, 2020 and 2024 ballot initiatives to repeal Costa-Hawkins were unsuccessful 13 14 California’s Tenant Protection Act (TPA) of 2019 caps rent increases for many renters but does not override Costa-Hawkins. Does not apply to: •buildings built in the last 15 years, •restricted affordable housing units, •single-family homes not owned by a corporation/trust, and more. Cap is lower of: •10% total, or •5% plus the percentage change in the cost of living Tenant Protection Act: State-Wide Rent Stabilization This law also covers just cause eviction, relocation assistance, anti -harassment and certain disclosure notices. 14 15 Allowed Local Rent Stabilization Measures Local governments like Palo Alto are allowed to intensify and expand tenant protections in limited ways with new ordinances for multi-family properties built before February 1, 1995: 1.Decrease the allowable annual rent increase 2.Apply a rent increase limit to owner-occupied duplexes 3.Allow tenants and landlords to petition to change allowable increase 15 No existing state-level stabilization Limited Room for Local Rent Stabilization by Building Age Existing state-level rent stabilization for most units Local rent stabilization allowed for some units Before 1995 1995 (15 years ago) Today Buildings built… Local rent stabilization not allowed Only opportunity for local rent regulations 16 17 PALO ALTO RENT CHANGES & RENTER TENURE Findings are based on self-reported Rental Registry Program (Year 1) data from approx. 7,653 of an estimated 11,939 total rental units in Palo Alto. Units on one - and two-unit properties are not included. •Most market rate rental units experienced 0-5% rent increases •62.85% of market rate units reported no change in rent •25.57% experienced a rent increase between 0% and 5% •10.94% experienced a rent increase above 5% •Most rental units reported a current renter tenure under 4 years •Up to 2 years: 41.05% of renter -occupied units •2 to 4 years: 20.87% of renter-occupied units •4 to 10 years: 19.96% of renter occupied units •Over 10 years: 17.91% of renter -occupied units 17 LOCAL RENT STABILIZATION PROGRAM EXAMPLES Several Bay Area cities have local rent stabilization measures, including Mountain View, Berkeley and Alameda and San Leandro. Approx. Number of Regulated Units Budgeted Program Staff Approx. Annual Program Budget Full or Partial Cost Recovery Through Fees Administrative Structure Mountain View 14,500 units 8 staff $2.6 million Yes Housing Department & 5- person rent board Berkeley 40,000 units 29 staff $9 million Yes Berkeley Rent Board Agency & 9-person rent board Alameda 16,500 units 5 staff $2 million Yes City Attorney’s Office & hearing officers San Leandro 7,700 units 6 staff $2.2 million Yes Community Development Department & 5-person rent board 18 RESOURCE REQUIREMENT ESTIMATE The resources required to create a rent stabilization program in Palo Alto would depend on the complexity of the program, the level of customer support provided to both renters and landlords, the potential use of contracted services, enforcement procedures, and other factors. Preliminary Resource Estimates Staffing Level 6 full-time employees* Annual Program Budget $2 million Rental Registry Program Fee Needed to Achieve Full Cost Recovery > $300 per fully covered unit * or more if rental registry program is also expanded to include one - and two- unit properties 19 ADDITIONAL CONSIDERATONS Establishing a rent stabilization program would be a significant undertaking requiring: •Specialized functions, administrative procedures, adjudication, and enforcement, including a landlord-initiated petition process •Considerable staff time across several departments, including Planning and Development Services, City Attorney’s Office and the City Manager’s Office •General fund loans to support program until cost recovery could be achieved through increased rental registry program fees (~2 -6 years) •Significant landlord and renter outreach, education and support (often lead by a dedicated housing or rent stabilization department or division) •Potential creation of an elected or appointed rent board to resolve rent stabilization related disputes 20 STAFF RECOMMENDATION Staff recommend that the Policy and Services Committee discuss and provide feedback on the findings from the first year of the rental registry program and the related rent stabilization analysis, and recommend the Council defer indefinitely: a)an expansion of the rental registry program to properties with two and fewer units, and b)further analysis or preparation of a draft ordinance related to possible implementation of a local rent stabilization policy. 21 REBECCA ATKINSON Planner rebecca.atkinson@paloalto.gov rentalregistry@paloalto.gov (650) 329-2596 JULIA KNIGHT Senior Program Manager julia.knight@paloalto.gov 650-838-2839