Optimizing Your Portfolio: A Development Guide for Housing Agencies

Webinar Series, Part 2:
It's All About the Money
 
 
Wednesday, May 17, 2017
2:00 pm - 3:00 pm ET
 
Complimentary Webinar
This webinar will explore various financing options that public housing agencies can use to optimize the capital stack for their development projects. The session will provide information about financing options such as 4% and 9% tax credits, the Rental Assistance Demonstration Program (RAD), and conventional financing. The presenters will provide examples of financing transactions for new construction and rehab projects, as well as discuss how they used creative financing strategies to fill financing gaps to make a project work. The presenters will also dive into the specifics of the 4% and 9% tax credits and discuss how to best position your project for financial success. 

Participants will learn how to:
  • Evaluate when to use 4% and 9% tax credits
  • Understand the requirements for the RAD Program
  • Plan for key financing milestones
  • Anticipate and avoid common financing pitfalls
About the Series
Wait...There's More!
Navigating the myriad options for maintaining, redeveloping, and constructing sustainable affordable housing can be daunting for any developer, particularly for public housing agencies (PHAs) facing limited resources and complex federal and local regulations.

This webinar series aims to help PHAs create successful, long-term strategies for sustainability by providing participants with a foundation to begin their development journey, evaluating Rental Assistance Demonstration (RAD), Low Income Housing Tax Credits (LIHTCs), and other affordable housing programs, as well as positioning the PHA to leverage its strengths and capitalize upon opportunities in the marketplace.

Did you miss part 1, Building a Foundation: An Overview of the Development Lifecycle? Click here to listen now.
Ask the Experts Webinar - AHP Grants and Loans
An Overview of the Federal Home Loan Bank's Affordable Housing Program
 
The Federal Home Loan Bank of Boston (FHLB Boston) in partnership with HAI Group, is offering a complementary webinar on May 24, 2017 for housing agencies or other housing professionals to learn more about the Affordable Housing Program (AHP). Click here to register. Space is limited so don't miss out!
    
 

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Meet the Presenters
Brian Robinson
Director, Strategic Capital Solutions
HAI Group
 
Brian Robinson is the Director of Strategic Capital Solutions at Housing Alliance Group, HAI Group's Capital Solution. In this role, he is responsible for leading the Company’s new initiatives of developing and implementing financial products to support public housing agencies’ redevelopment efforts. Prior to joining Housing Alliance Group in 2011, Brian worked as a developer in the private and public housing sector for ten years. As a developer, Brian was directly involved in the closing of approximately $275M in affordable housing transactions that were structured with numerous types of capital sources such as HOPE VI, Federal Housing Administration (FHA), Freddie Mac, Fannie Mae, Tax-Exempt and Taxable Bonds, and Low Income Housing Tax Credits (LIHTCs).

Brian also has a background in the financial sector, having worked in investment banking at Legg Mason’s Public Finance Group (Affordable Housing division). He was directly involved in the closing of the bond transactions totaling approximately $375M. Brian worked at Connecticut Housing Finance Agency (CHFA) serving as a senior underwriter of the agency’s construction and permanent financing for multifamily housing that utilize tax exempt and taxable bonds, tax credits as well as a variety of housing subsidy loan sources provided by the agency.

Brian has a bachelor’s degree in business administration with a concentration in finance from Loyola University of Chicago, and master's degree in urban and regional planning and master's degree in social work from the University of Michigan.
Don Bernards, CPA
Partner
Baker Tilly Virchow Krause, LLP
 
Don Bernards, partner in the real estate transactions group with Baker Tilly, has been active in many aspects of affordable housing since 1999. He is well-versed in structuring affordable housing transactions, including the tax issues. Don is also part of the US Department of Housing and Urban Development (HUD) technical assistance team providing Rental Assistance Demonstration (RAD) technical assistance nationwide to housing authorities through one-on-one training as well as presenting at educational conferences and seminars.
 
Don is adept at creating a checklist of major issues for each project that can put a deal at risk. Immersed in the affordable housing practice, Don has a wide range of experience with projects, owners, and investors and has built a wide network of contacts within the field. His enthusiasm and passion for the industry are infectious. “It’s not just about numbers,” he says, “it’s about the end product and growing capacity.”