We guide public housing authorities, nonprofits, and developers through every stage of affordable housing finance — from RAD conversions and LIHTC applications to capital stack structuring and asset management.
Who We Serve
We partner with every stakeholder across the development lifecycle — from housing authorities navigating federal programs to nonprofits seeking mission-aligned capital.
We support PHAs through RAD conversions, HUD program compliance, repositioning strategies, and procurement advisory to unlock new financing pathways.
Mission-driven organizations receive hands-on guidance through LIHTC applications, soft funding sources, and mixed-finance transaction structures.
Experienced private developers gain access to our deep expertise in tax credit equity, historic credit structures, and complex capital stack execution.
We navigate the unique federal and tribal program landscape, ensuring tribal housing authorities access NAHASDA, LIHTC, and other specialized resources.
Institutional equity partners receive underwriting support, closing coordination, and portfolio-level asset management strategy across LIHTC and HTC deals.
What We Do
From feasibility through ribbon-cutting and beyond — we manage every facet of affordable housing development and finance.
National portfolio management across Section 42 (LIHTC) and Section 8. Complex redevelopment, repositioning, and mixed-finance transaction advisory.
Detailed capital stack modeling for acquisition/rehab and new construction. Debt sizing, equity pricing, sources & uses, and long-term operating feasibility.
One-on-one RAD training, implementation support, and strategic guidance. Consulting on 4% and 9% LIHTC transactions progressing toward financial closing.
Preparation and submission of LIHTC applications. Support for HOME, AHP, and CDBG soft financing sources. Full agency coordination through award.
Sourcing and structuring taxable and tax-exempt bond financing. Coordination with lenders, bond underwriters, and public agencies to align financing terms.
Historic Tax Credit transaction structuring, QRE maximization, cost segregation studies, 10% tests, LIHTC cost certifications, and entity structuring.
PHA & Nonprofit Expertise
Public housing authorities face unique challenges: aging stock, complex HUD requirements, and the constant pressure to do more with less. We bridge the gap between federal policy and on-the-ground execution.
We guide PHAs from initial feasibility through HUD CHAP submission, choice-mobility compliance, resident engagement, and tax credit closing.
We prepare compelling responses to PHA developer/consultant RFPs and help housing authorities structure competitive procurement processes.
Public housing repositioning through MTW, Faircloth-to-RAD, and mixed-finance strategies including Section 18 demolition/disposition approvals.
We help mission-driven nonprofits build internal development capacity — from board-level education to deal structuring and syndication partnerships.
Ongoing compliance monitoring, operating performance analysis, and long-term strategy to protect and grow the value of your affordable housing portfolio.
Our proven step-by-step process takes housing authorities from concept to closing with confidence.
Physical needs assessments, HUD subsidy analysis, and initial pro forma modeling to identify the best conversion path.
Prepare and submit the Commitment to Enter into a Housing Assistance Payments (CHAP) contract with HUD.
Coordinate 4% or 9% tax credit application, secure equity commitment, and structure the tax credit partnership.
Arrange HUD-insured, conventional, or tax-exempt bond financing to complete the capital stack.
Coordinate legal closing, resident relocation, construction oversight, and final HAP contract execution.
Funding Sources
We maintain a comprehensive, current understanding of every available funding source — and we build capital stacks that maximize value for your project and your community.
Our Process
A disciplined, end-to-end approach that delivers results at every stage of the development lifecycle.
Portfolio review, physical needs analysis, financial screening
Identify optimal capital stack — LIHTC, bonds, grants, soft debt
LIHTC, HUD, bond, grant applications and agency coordination
Equity, debt, and soft funding closing coordination with all parties
Ongoing compliance, performance monitoring, and portfolio strategy
Our Expertise at a Glance
Why PHA Development
We stay current with HUD policy updates, RAD program changes, and IRS guidance — so you never miss an opportunity or compliance deadline.
Established connections with syndicators, lenders, state HFAs, and HUD offices accelerate your timeline and improve deal terms.
With CPA-level financial modeling and tax analysis, our capital stacks hold up through lender underwriting, syndication review, and IRS audit.
We don't hand off at closing. Our team stays engaged through construction, lease-up, and stabilization — protecting your investment at every stage.
Whether you're a housing authority exploring RAD, a nonprofit seeking LIHTC financing, or a developer building your capital stack — we're ready to help.
Schedule a Free ConsultationGet In Touch
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Our team actively monitors federal, state, and local resources so your projects are always positioned to access the best available capital. Reach out to discuss your portfolio.