CO-DEVELOPER /DEAL PARTNERS

Similar documents
San Diego Housing Commission Preliminary Bond Authorization for Mariner s Village November 30, 2018

Financing Historic Theaters Historic Preservation Tax Credits

J.P. Correia Senior Real Estate Project Manager Real Estate Division

CITY OF SANTA ROSA CITY COUNCIL

REPORT. For the Agenda of February 25, 2005

4/18/2016. Preservation of Existing Affordable Housing Housing Summit Oklahoma City

Housing Credit Modernization Becomes Law

August 17, Dear Mr. Garcia-Diaz:

AFFORDABLE HOUSING FINANCE House s Private-Activity Bond Repeal Harms Housing Production

EXECUTIVE SUMMARY HOUSING COMMISSION EXECUTIVE SUMMARY SHEET. DATE: January 12, 2018 HCR18-002

Contents TABLE OF CONTENTS

Tax Credits 101. Wednesday, November 7 10:45am 12:00pm

EXHIBIT E LOW INCOME HOUSING TAX CREDIT APPLICATION REQUIREMENTS

The value of certainty

Popular Charlotte, N.C., Complex Gets Refinancing Boost

REPORT TO THE HOUSING AUTHORITY

TRANSMITTAL THE COUNCIL THE MAYOR TRANSMITTED FOR YOUR CONSIDERATION. PLEASE SEE ATTACHED. ERIC GARCETTI Mayor. To: Date: 10/25/2016.

PARKMONT HOUSING AND REDEVELOPMENT LLC

2017 Tax Bill and Its Impact on Affordable Housing

REPORT. For the Agenda of May 20, 2005

EXECUTIVE SUMMARY HOUSING COMMISSION EXECUTIVE SUMMARY SHEET

WASHINGTON STATE HOUSING FINANCE COMMISSION COMMISSION WORK SESSION AGENDA

River Trace Apartments (fka River Trace Senior Apartments) MMRB 2000 Series V / 4% HC C

Subject to the following limitations: 40 years on a fully amortizing basis. Subject to market conditions.

Andrew Meyer Vice President & Associate General Counsel Phone: (314) PACE Players and Their Roles

NEW BOND ISSUE REPORT

Developer Non Managing Member- Historic Tax Credit Investor. Managing Member- Developer. Developer Fee Capital Contribution Tax Capital Contributions

New Issue Bond Program

Federal Funding for Youth Housing Programs

Advance Training on Section 202 Preservation/Refinancing. HAND Training April 6, 2017

*Multi-family Housing Preservation and Revitalization Program MPR USDA Rural Development

Kim Herman and Rich Zwicker give an update on the Housing Finance Plan.

CHAPTER TAX CREDITS AND SUBSIDY LAYERING. The Table of Contents

REVISED REPORT TO THE HOUSING AUTHORITY OF SAN DIEGO

2018 Annual Conference Welcoming Remarks. Ken Buchanan President, Eastern Lenders Association

Real Estate Division. J.P. Correia Real Estate Manager. Real Estate Division

REPORT. DATE ISSUED: November 10, 2006 REPORT NO: HCR Chair and Members of the Housing Commission For the Agenda of November 17, 2006

N.C. Housing Finance Agency

This document is available via in a Microsoft Word format upon request. LOW INCOME HOUSING TAX CREDIT PROGRAM APPLICATION

REPORT. San Diego Square Apartments Final Financing Authorization

The State of Affordable Housing 2017

State Housing Trust Fund Revenues 2017

REPORT TO THE HOUSING AUTHORITY OF THE CITY OF SAN DIEGO

Multifamily Real Estate Investments

$20,160,000 FINAL ISSUANCE AMOUNT CLOSED 5/4/2017 PAB CONDUIT. $20,160,000 The Lodge of Northbrook, Inc.

DISABILITY HOUSING NETWORK LOW INCOME HOUSING TAX CREDIT DEVELOPMENT

Draft Roosevelt Income Restricted Housing Analysis

PANEL OVERVIEW. Housing Credit 101: The Development Process

U.S. Housing Act of 1937

REPORT. For the Agenda of February 25, 2005

Affordable Elegance. Highridge Costa Companies

NORRIS GEORGE & OSTROW PLLC

Peter D. Brosse. Partner. Experience. Representative Matters

II. NEBRASKA INVESTMENT FINANCE AUTHORITY (NIFA) LOW INCOME HOUSING TAX CREDIT PROGRAM ALLOCATION PLAN

DIFFERENCES BETWEEN THE HISTORIC REHABILITATION TAX CREDIT AND THE LOW-INCOME HOUSING TAX CREDIT

REPORT TO THE HOUSING AUTHORITY OF THE CITY OF SAN DIEGO

The Low-Income Housing Tax Credit and the Hurricane Katrina Relief Effort

Low Income Housing Tax Credits 101 (and a little beyond 101) James Lehnhoff, Municipal Advisor

ARLINGTON COUNTY, VIRGINIA. County Board Agenda Item Meeting of September 24, 2016

Scott M. Vetri. Partner New York p Practices. Industries. Selected Experience. Recognition.

Massachusetts Housing Investment Corporation Accounting, Audit & Tax Workshop For the Year Ended December 31, 2016

Billing Code: p DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. [Docket No. FR-5557-D-05]

Scott M. Vetri. Partner New York p Practices. Selected Experience. Industries. Recognition.

9 th Biennial Farmworker Housing Conference Combining Credits with Rural Development Funding

SUMMARY OF HPD AND HDC TERM SHEETS

Scott M. Vetri. Partner New York p Practices. Industries. Recognition. Education

STAFF REPORT. Date: March 13, Mayor and City Council. Sabra Newby, City Manager. Subject:

Massachusetts Housing Investment Corporation Accounting, Audit & Tax Workshop For the Year Ended December 31, 2014

REPORT. Atmosphere Loan Recommendation and Atmosphere II Preliminary Bond Items

Affordable Housing: Housing that does not cost more than 30% of an individual or family s total income to rent or own.

Las Cortes Development

CHAPTER 83 METROPOLITAN HOUSING AUTHORITIES

By Delphine G. Carnes

Florida Housing Finance Corporation Qualified Allocation Plan Low Income Housing Tax Credits Program

FINANCED RIGHT. Partnered Right. Sims is the Right Capital Partner. Structured Right. Executed Right.

Federal Programs and their Impact on Senior Housing

Revised WASHINGTON STATE HOUSING FINANCE COMMISSION COMMISSION WORK SESSION AGENDA

OVERVIEW OF TAX-EXEMPT AFFORDABLE HOUSING BONDS

Non-Profit Board Governance: Issues of Capacity 2016 NPCNYS Annual Conference

development + acquisitions

State Policy Options for Promoting Affordable Housing

Acq/Rehab Compliance. Jen Brewerton. Charles A. Rhuda III. Emily Bias. Stephanie Naquin. Matthew Rooney. Pillsbury Winthrop Shaw Pittman LLP

New and Underused HUD FHA Preservation Strategies You Should Know About Wednesday, November 28, 2018

HUD RAD (Rental Assistance Demonstration) Overview

CHDO CHECKLIST. A. The nonprofit organization is organized under State or local laws, as evidenced by:

Minnesota Housing Finance Agency Announcement in the April 19, 2008 Minnesota State Register

EXECUTIVE SUMMARY HOUSING COMMISSION EXECUTIVE SUMMARY SHEET

HUD Section 8 Financing Financing Solution for HUD Section 8 Properties

INTRODUCTION TO FEDERAL LOW INCOME HOUSING TAX CREDITS. 1. Applicable Percentage

Frequently Asked Questions Regarding the FY-2016 Rental Production NOFA

For General Information Only Peter M. Amari, President Parkmont Capital, LLC Established in 2005

MEASURE TO BE SUBMITTED TO THE VOTERS AUTHORIZING THE CITY OF BERKELEY TO ISSUE GENERAL OBLIGATION BONDS TO FINANCE AFFORDABLE HOUSING PROJECTS

CHDO Definition. Self-Government. The CHDO must be free of external controls, either from public or for-profit interests.

DELAWARE STATE HOUSING AUTHORITY LOW INCOME HOUSING TAX CREDIT QUALIFIED CONTRACT GUIDE

Multifamily Production - 40 Marietta Street, 12 th Floor, Atlanta, GA

FUNDING SOURCES FOR AFFORDABLE HOUSING IN HANCOCK COUNTY, MAINE

Agenda. District of Columbia Housing Finance Agency Before Stimulus and Current Market Conditions. DCHFA Deal Types DCHFA Team

CHAPTER Committee Substitute for Committee Substitute for House Bill No. 437

Managing a Section 8, Section 236, PRAC/LIHTC Project

Oklahoma Housing Finance Agency. Affordable Housing Programs

Transcription:

CO-DEVELOPER /DEAL PARTNERS Name / Address GHC Housing Partners Sherman Oaks, CA 91403 Service >20,000 Affordable Housing Units in 24 States. Multifamily, mixed market rate and affordable. The Capital Realty Group >8,000 Affordable Housing Units in 20 States. Multifamily, mixed market rate and affordable. Integra Housing Group >5,000 Affordable Housing Units in 8 States. Multifamily, mixed market rate and affordable. Telesis Corporation >17,000 Affordable Housing Units in 25 Urban Communities Pinnacle Housing Group >7,000 Affordable Housing Units in 3 States. Multifamily, mixed market rate and affordable.

Retirement Housing Foundation Non-profit with of 191 communities in 29 states, Washington, D.C., Puerto Rico, and the U.S. Virgin Islands. RHF provides housing and services to more than 21,500 older adults, lowincome families, and persons with disabilities. National Church Residence Nation s largest not-for-profit provider of affordable senior housing and services. > 340 communities in 28 states and Puerto Rico, National Church Health care provider in Ohio and Florida, including the operation of Senior Living Communities and permanent supportive housing for the formerly homeless and disabled. Volunteers of America Serves more than 1.4 million people in over 400 communities in 46 states as well as the District of Columbia and Puerto Rico Integra Investments, LLC Private equity and full service real estate development company. Acquisitions, development, construction management and asset management of real estate ventures in Florida. Focus is on the residential, land, office, and mixed-use asset classes. Stratford Capital Group LIHTC Syndication Investor Co-Development Partner

Jamboree Housing Corporation Non-profit developer and operator with a portfolio of +88 communities in California Community Housing Partners Non-profit developer with a portfolio of 6,000 units and 34,000 homes EQUITY SYNDICATION PARTNERS Name / AddresS Service Key Reference & Contact City Real Estate Advisors LIHTC Syndication Investor Ohio Capital Corporation for Housing LIHTC Not for Profit Syndication Investor and LIHTC Application Vetting Consultant Oppenheimer Multifamily Housing and Healthcare Financing, LLC HUD Specialist and MAP Lender Stratford Capital Group LIHTC Syndication Investor Co-Development Partner

R4 Capital LIHTC Syndication Investor US Bancorp Community Development Corporation LIHTC Investor Raymond James LIHTC Syndication Investor TD Bank LIHTC Investor

LENDERS & ORIGINATION Name / Address Service Key Reference & Contact AGM Financial Services Originator of Construction and Permanent Debt HUD debt recapitalization expert Draper Kramer HUD Specialist and MAP Lender Lancaster Pollard Mortgage Corporation HUD Specialist and MAP Lender Ziegler Financial Services HUD Spe Lender HUD Specialist and MAP Lender

HOUSING AUTHORITIES Name / Address Service Key Reference & Contact U.S. Department of Housing and Urban Development (HUD) Regulatory Authority for Federally subsidized, affordable housing Florida Housing Finance Corporation Housing Authority and Low -Income Housing Tax Credit (LIHTC) and Tax-Exempt Bond Issuance Authority for the State of Florida Connecticut Housing Finance Authority Housing Authority and Low -Income Housing Tax Credit (LIHTC) and Tax-Exempt Bond Issuance Authority for the State of Connecticut Illinois Housing Development Authority Housing Authority and Low -Income Housing Tax Credit (LIHTC) and Tax-Exempt Bond Issuance Authority for the State of Illinois City of Chicago Department of Housing and Economic Development Housing Authority and Low -Income Housing Donation Tax Credit (LIHTC) and Tax-Exempt Bond Issuance Authority for the City of Chicago

California Tax Credit Allocation Committee Housing Authority and Low -Income Housing Tax Credit (LIHTC) and Tax-Exempt Bond Issuance Authority for the State of California California Statewide Communities Development Authority Provides qualified nonprofit organizations with access low-cost, tax-exempt bonds to finance or refinance the acquisition, construction, installation, expansion or rehabilitation of land, buildings, and equipment. California Debt Limit Allocation Committee Sets and allocates California s annual debt ceiling, and administer the State s taxexempt bond program to issue the debt. CDLAC s programs are used to finance affordable housing developments New York State Housing Finance Agency Housing Authority and Low -Income Housing Tax Credit (LIHTC) and Tax-Exempt Bond Issuance Authority for the State of New York Ohio Housing Finance Agency Housing Authority and Low -Income Housing Tax Credit (LIHTC) and Tax-Exempt Bond Issuance Authority for the State of Ohio

LEGAL, TITLE & PROPERTY INSURANCE SERVICES Name / Address Service Key Reference & Contact Applegate & Thorne-Thomsen Bernstein-Shur, Sawyer & Nelson, PC Property development and acquisition legal services specialists and HUD and LIHTC and Bond financing refinancing specialist Construction, property development and acquisition legal services specialists and HUD and LIHTC and Bond financing refinancing specialist Krooth and Altman, LLP Property development and acquisition legal services specialists and HUD and LIHTC and Bond financing refinancing specialist Nixon Peabody Property development and acquisition legal services specialists and HUD and LIHTC and Bond financing refinancing specialist Stearns Weaver Miller Property title, development and acquisition legal services specialist. Dentons LIHTC equity and affordable housing financing specialist

Norris LP Ropes Gray, LLP Private Equity fund management specialist Eichner Norris Neumann, PLLC Tax Exempt Bond legislative architect and legal specialist Sobi Law Group Property title, development and acquisition legal services specialist. Squire Patton Boggs LIHTC equity and affordable housing financing specialist. Pullman & Comley Attorneys LIHTC equity and affordable housing financing specialist Ice Miller 501C3 Tax Exempt Revenue Bond legal specialist USI Affordable Housing Industry specialist in property insurance

Name / Address Service Key Reference & Contact Chicago Title Property Title escrow and insurance services First American Title Co. Property Title escrow and insurance services TAX EXEMPT BOND UNDERWRITING AND ISSUANCE Name / Address Service Key Reference & Contact Eichner Norris Neumann, PLLC Tax Exempt Bond legislative architect and legal specialist Ice Miller 501C3 Tax Exempt Revenue Bond legal specialist The Sturges Company Tax Exempt Bond Underwriter Squire Patton Boggs LIHTC equity and affordable housing financing specialist.

ARCHITECTURAL AND ENGINEERING Name / Address Service Key Reference & Contact CC Hodgson Architectural Services Group Architectural design for the multifamily housing industry. Focus on senior living facility design (ground up and rehabilitation) Larry Hecky Group Architectural design for the multifamily housing industry. St. Louis Design Alliance Architectural design for the multifamily housing industry. Harley Ellis Deveraux Architectural design for the multifamily housing industry. EBI Consulting Nationwide property environmental and engineering due diligence services Dominion Due Diligence Group Nationwide property environmental and engineering due diligence services

Gill Group Property valuation/appraisal of multifamily properties nationwide. Market studies, rental comparability studies and replacement value evaluations. Property environmental and engineering due diligence services CONSTRUCTION Altman Charter Company General Contracting with specific focus on and experience within Affordable Housing industry Morrissey Construction General Contracting with specific focus on and experience within Affordable Housing industry Skender Construction General Contracting with specific focus on and experience within Affordable Housing industry

APPRAISAL, AUDIT AND ACCOUNTING Name / Address Service Key Reference & Contact Cohn-Reznick Audit and Accounting of both HUD project cost certification and LIHTC and IRS 8609 project cost certification Novogradac & Company, LLP RSM US, LP Audit and Accounting of both HUD project cost certification and LIHTC and IRS 8609 project cost certification. Market Studies, Rent Comparability Studies and Appraisals. Audit and Accounting of both HUD project cost certification and LIHTC and IRS 8609 project cost certification Butler Burgher Group, LLC Property valuation/appraisal, environmental and property condition assessment of multifamily properties nationwide. Market studies, rental comparability studies and replacement value evaluations. Colliers Property valuation/appraisal and property condition assessment of multifamily properties nationwide. Market studies, rental comparability studies and replacement value evaluations.

Gill Group Property valuation/appraisal of multifamily properties nationwide. Market studies, rental comparability studies and replacement value evaluations. Property environmental and engineering due diligence services