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PROGRAM GUIDE
November 15–17, 2016Hyatt Regency, Chicago
BUILDING HOUSING ° BUSINESS ° CONNECTIONS
NATION’S #1 FHA/HUDMAP & LEAN LENDERby Loans Closed in HUD FY15
THE FACEOF LENDING
MEET
2016 AHF LIVE!N o v e m b e r 1 5 - 1 7 • C h i c a g o , I L
800.837.5100 • redcapitalgroup.com*Services provided by RED Capital Markets, LLC (Member FINRA/SIPC) and its registered representatives. DUS® is a registered trademark of Fannie Mae.
BOND FINANCING* • BRIDGE LENDING FANNIE MAE DUS® • FHA MAP
WELCOME
#AHFLive
Welcome to AHF Live: The 2016 Affordable Housing Developers Summit. Thank you all for coming. For those of you returning to the conference, it’s great to have you back. Your continued support means the world to us. And, for those of you attending for the first time, we’re thrilled that you’re here and hope you enjoy your time with us.
We have a big three days planned with educational sessions and plenty of networking opportunities for you to reconnect with your colleagues as well as make new contacts. Be sure to tour the exhibit hall and talk with the best service providers in the industry.
On Tuesday, we kick off the conference at 1:30 p.m. with the always provocative State of the Industry Power Panel. This executive-level forum featuring the nation’s leading developers, finance executives, and housing officials will dig into the industry’s top issues. The November election results, financing trends, and pressures on the low-income housing tax credit program will be among the topics discussed.
Wednesday is packed with informative workshops that provide an opportunity to learn directly from the industry’s most experienced and innovative developers. New sessions include Supportive Housing Solutions and Developing for Mixed-Income and Mixed Populations. A highlight will be the Affordable Housing Finance Magazine Awards Ceremony. Come celebrate and get inspired by this year’s top affordable housing developments, Young Leaders, and Hall of Fame inductees. A reception will follow.
On Thursday, stay for the big Tax Credit Equity Power Panel. Leading syndicators and investors will share their insight on what’s happening in the critical housing credit market. We also have several exciting sessions in the morning, including the Women in Affordable Housing Roundtable, Preservation of Older LIHTC Deals forum, and the new Lessons from Great Developers panel.
We want you to get the most out of your time at AHF Live. In all our sessions, we encourage audience participation, so if you have questions, ask the speakers and interact with your colleagues. Also, be sure to fill out an evaluation form through the conference app and introduce yourself to the AHF team. We’d love to hear from you.
Thank you again, and enjoy the conference.
Donna Kimura Deputy Editor
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CONFERENCE INFORMATION
DRESS CODE
Business casual attire is acceptable for all conference activities.
REGISTRATION LOCATION & HOURS
Conference Registration is sponsored by:
Conference Registration is located in the Regency Ballroom foyer.
REGISTRATION HOURS
Tuesday, Nov. 15 8:00 AM–5:30 PM Wednesday, Nov. 16 8:00 AM–5:30 PM Thursday, Nov. 17 8:00–10:30 AM
WIFI INFO
Network: Hyatt Conference WiFi: AHF2016 WiFi Sponsored by:
HOTEL INFORMATION
HYATT REGENCY CHICAGO 151 East Wacker Drive Chicago, IL 60601
T—+1 312.565.1234F—+1 312.239.4541 chicagoregency.hyatt.com
BUSINESS CENTER
Hours of Operation: Monday–Friday 6:00 AM–7:00 PM Saturday & Sunday 7:00 AM–6:00 PM
Please contact the Business Center at our downtown Chicago hotel for current pricing information— 312.565.1234 x4410.
HOTEL RESTAURANTS & BARS
• Stetsons Modern Steak + Sushi—Anything but traditional
• BIG Bar—Big city, big views, big drinks
• American Craft Kitchen & Bar— Eat seasonal, drink local
• Market Chicago—A quick coffee, lunch or snack on the go
CONFERENCE MAP
CONFERENCE SUMMARY
Building Opportunity: Housing. Business. Connections
It’s up to the affordable housing industry to meet the growing housing needs of struggling Americans. Just a week after the presidential election, come together with the nation’s top developers and industry leaders to find the solutions you need to build more housing and a stronger future for your company.
AHF Live: The 2016 Affordable Housing Developers Summit is a high-level conference designed specifically for developers and owners. The live version of Affordable Housing Finance magazine, this must-attend event will bring you the current intel from Washington, D.C., financing strategies and innovative tools, and plentiful networking opportunities to help you build this needed housing and grow your business.
Attendance for AHF Live is reserved exclusively for those who are primarily owners and developers of affordable housing, plus state and local housing finance agency representatives and nonprofit organization focused on the business of affordable housing.
BREAKOUT
GENERAL SESSION
GREEN LEVEL (West Tower)
&BREAKOUT
EXHIBIT HALL
BREAKOUT
GOLD LEVEL (West Tower)
REG
ISTR
ATIO
N
BREAKOUT
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CONFERENCE INFORMATION
To discuss how we can assist you with your real estate needs, please contact:
+1 (206) [email protected]/affordablehousing
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EXHIBIT HALL FLOOR PLAN
Booth # Company Name
10 Novogradac & Company, LLC
55 Plante Moran
23 Portfolio Resident Services, Inc.
24 Propp Christensen Caniglia LLP
43 Prudential Mortgage Capital Company
50 R4 Capital
14 Raymond James Tax Credit Funds, Inc
30 RDL Architects, Inc.
36 RED Capital Group
4 Red Stone Equity Partners
28 Right Source Compliance
9 Rubin Brown
21 SunTrust Community Capital, LLC
40 Symmons Industries
48 TCF Bank
7 Tidwell Group
41 Walker & Dunlop, LLC
11 Wiencek+Associates Architects + Planners
39 WNC & Associates, LLC
12 Yardi
EXHIBITORS AT-A-GLANCE
Booth # Company Name
34 Aegon USA Realty Advisors
35 Affordable Housing Advisors
29 Alden Capital Partners
17 Alliant Capital
45 Amalgamated Insurance Underwriters
6 Baker Tilly
33 Barings
65 Berkadia
57 Berkeley Point Capital
18 BMO Harris Bank
54 Boston Capital
20 Boston Financial Investment Management
59 Bright Power
16 Capital One Multifamily Finance
53 Chase
5 Churchill Stateside Group
52 CohnReznick, LLP
42 CREA, LLC
46 Dauby O'Connor & Zaleski, LLC
60 Deceuninck North America
Booth # Company Name
47 Dominion Due Diligence Group
49 Eide Bailly LLP
26 Enterprise & Bellwether Enterprise
44 First American Title National Commercial Services
13 Friedman, LLP
3 Gill Group
63 HAI Group
19 Heffernan Insurance Brokers
32 Highland Commercial Mortgage
64 Hunt Mortgage Group
38 Integratec
15 Ion Energy Solutions
58 JLL
25 Jones Walker LLP
1 KeyBank
37 Lancaster Pollard Mortgage
8 Midwest Housing Equity Group, Inc
51 Monarch Capital
22 National Corporate Research, LTD
31 National Equity Fund, Inc.
2 NDC Corporate Equity Fund
EXHIBITORS
EXHIBIT HALL HOURSTUESDAY, NOV. 15
1:00–1:30 PM Welcome Refreshments
3:30–4:00 PM Coffee Break
5:30–7:00 PM Welcome Reception
WEDNESDAY, NOV. 16
8:00–8:45 AM Breakfast
9:45–10:30 AM Coffee Break
11:45 AM–1:00 PM Lunch
2:30–3:15 PM Coffee Break
5:30–7:00 PM Awards Reception
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SPONSORS AT-A-GLANCE
PLATINUM SPONSORS
GOLD SPONSORS
SILVER SPONSORS
BRONZE SPONSORS
CORPORATE SPONSORS
City Real Estate Advisors
CHICAGO COMMERCIAL
b e r k e l e y p o i n t®
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SCHEDULE AT-A-GLANCE
TUESDAY NOV. 15
8:30 AM–12:00 PM PRE–CONFERENCE WORKSHOPS
• Preparing for Year 15 and Aging Properties
• Tax Credit and Tax–Exempt Bond Boot Camp
1:00–1:30 PM WELCOME REFRESHMENTS IN EXHIBIT HALL
1:30–3:30 PM STATE OF THE INDUSTRY POWER PANEL
3:30–4:00 PM COFFEE BREAK
4:00–5:30 PM CONCURRENT SESSIONS
• NEW! Affordable Housing Project Pitch• HUD at a Crossroads
5:30–7:00 PM WELCOME RECEPTION
WEDNESDAY, NOV. 16
8:00–8:45 AM BREAKFAST
8:45–9:45 AM OPENING REMARKS AND KEYNOTE PRESENTATION
9:45–10:30 AM COFFEE BREAK
10:30–11:45 AM CONCURRENT SESSIONS
• Choosing the Best Debt Financing Strategy
• Capitol Hill Update• NEW! Supportive Housing Solutions
11:45 AM–1:15 PM LUNCH
1:15–2:30 PM CONCURRENT SESSIONS
• Tapping into Bond Financing• LIHTC Allocations: What’s Ahead in 2017• Innovative Cost-Effective
Design Strategies
2:30–3:15 PM COFFEE BREAK
3:15–4:30 PM CONCURRENT SESSIONS
• Operating and Growing a Successful Development Company
• Acquisition Challenges and Opportunities
• NEW! Developing for Mixed–Income and Mixed Populations
4:30–5:30 PM AFFORDABLE HOUSING FINANCE MAGAZINE AWARDS CEREMONY
5:30–7:00 PM AWARDS RECEPTION
THURSDAY, NOV. 17
8:00–8:45 AM BREAKFAST AND OPENING REMARKS
8:45–10:15 AM CONCURRENT SESSIONS
• Women in Affordable Housing Roundtable
• NEW! Lessons from Great Developers• Preservation of Older LIHTC Deals
10:15–10:30 AM COFFEE BREAK
10:30 AM–12:00 PM GENERAL SESSION: TAX CREDIT EQUITY OUTLOOK POWER PANEL
12:00 PM CONFERENCE CONCLUDES
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STATE OF THE INDUSTRY POWER PANEL
Anthony Alfieri Managing Director RBC Capital Markets Tax Credit Equity Group
Brenda Champy Senior Vice President, Director of Acquisitions Boston Capital
David Gasson Executive Director/Vice President and Director of Corporate Communications Housing Advisory Group/Boston Capital
Richard Gerwitz Managing Director and Co-Head Citi Community Capital
Doug Shoemaker President Mercy Housing California
Audra Hamernik Executive Director Illinois Housing Development Authority
R. Lee Harris President and CEO Cohen-Esrey Real Estate Services
Rob Hoskins Managing Principal The NuRock Cos.
John O’Donnell President The Michaels Organization
Bob Moss Principal and National Director of Governmental Affairs CohnReznick
Beth Stohr Director, New Production—Affordable Housing Tax Credit Investments U.S. Bancorp Community Development Corp.
Deborah VanAmerongen Strategic Policy Advisor Nixon Peabody
Join AHF on LinkedInLink In and connect with other housing professionals.
Follow AHF on TwitterGet the latest AHF news direct to your laptop, tablet, or phone.
FacebookLike us on Facebook to see recent articles and keep informed on the latest AHF activities.
Download Our Event AppSearch “Hanley Wood Events” in the App Store or Google Play, and download the app.
Open the App and search “2016 AHF Live Summit”
Enter event code: AHF2016 (case sensitive)
Conference WiFi Network Name: Hyatt ConferencePasscode: AHF2016
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LINK IN TO, FOLLOW, LIKE, AND DOWNLOAD OUR APP
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CONFERENCE PROGRAM
TUESDAY, NOV. 15
8:00 AM REGISTRATIONREGENCY BALLROOM FOYER
8:30 AM–12:00 PMPRE-CONFERENCE WORKSHOPS
Preparing for Year 15 and Aging PropertiesACAPULCOHave a low-income housing tax credit (LIHTC) property nearing the end of its initial 15-year compliance period and not sure what to do next? This expert panel of developers and finance providers will explore the latest scenarios and exit strategy options that partners should consider. This workshop will help you navigate your way through the complex process, including when to start planning and the ideal time to exit. Bring your questions, and leave with a practical plan of action.
Moderator: Laura Burns, The Eagle Point Cos.
Speakers: Katherine Alitz, Boston Capital; Greg Griffin, Enterprise Community Asset Management; Joan Hoover, Conifer Realty; Stephen Roger, Affordable Housing Preservation Advisors; Ed Ryan, CohnReznick
Tax Credit and Tax-Exempt Bond Boot CampTORONTOBasic operations of LIHTCs and tax-exempt bonds will be covered in this workshop for beginners and those who need a refresher. Industry veterans will guide you through the essentials, including how the tax credit program works; what housing is eligible; how to apply for tax credits; how to improve your chances of getting tax credits; the pros and cons of using bonds; what private-activity bond cap is and how to get it; and how to structure your deals.
Moderator: Don Bernards, Baker Tilly
Speakers: Andrew Bailey, Millennia Housing Development; Frank Baldasare, Walker & Dunlop; Rachel Rhodes, National Equity Fund; Daniel Rosen, Klein Hornig; John Rucker, Stifel, Nicolaus & Co.; James J. West, BMO Harris Bank
1:00–1:30 PMWELCOME REFRESHMENTSREGENCY BALLROOMSponsored by:
1:30–3:30 PMSTATE OF THE INDUSTRY POWER PANELCRYSTAL ABJust one week after the presidential election, this roundtable of some of the brightest minds in the affordable housing industry will weigh in on what the future holds for the tax credit market, potential tax reform, and other key issues that affect your business. This executive level and interactive discussion on the state of the housing industry will set the tone for the remainder of the conference.
Moderator: Christine Serlin, Hanley Wood
Speakers: Anthony Alfieri, RBC Capital Markets; Brenda Champy, Boston Capital; David Gasson, Housing Advisory Group/Boston Capital; Richard Gerwitz, Citi Community Capital; Audra Hamernik, Illinois Housing Development Authority; R. Lee Harris, Cohen-Esrey Real Estate Services; Rob Hoskins, The NuRock Cos.; John O’Donnell, The Michaels Organization; Bob Moss, CohnReznick; Doug Shoemaker, Mercy Housing California; Beth Stohr, U.S. Bancorp Community Development Corp.; Deborah VanAmerongen, Nixon Peabody
3:30–4:00 PMCOFFEE BREAKREGENCY BALLROOMSponsored by:
4:00–5:30 PMCONCURRENT SESSIONS
NEW! Affordable Housing Project PitchCRYSTAL ABAffordAble Housing finAnce is bringing together a panel of experienced developers, lenders, and syndicators to help new developers or ones who are having trouble getting traction on their real deals. The session will feature two or three pitches presented by developers looking for feedback. The panelists will then critique the presentations, ask additional questions, and maybe even express interest in a partnership.
Moderator: R. Lee Harris, Cohen-Esrey Real Estate Services
Speakers: Gary Gorman, Gorman & Co.; Linda Hill, Aegon USA Realty Advisors,; Jeffrey Kittle, Herman & Kittle Properties; Carolyn McMullen, Walker & Dunlop
Sponsored by:
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CONFERENCE PROGRAM
HUD at a CrossroadsCRYSTAL CThe Department of Housing and Urban Development under the Obama administration created several new initiatives to further the creation and preservation of affordable housing across the United States, including the Rental Assistance Demonstration program and the Choice Neighborhoods Initiative, and worked to transform its multifamily housing model. Our expert panelists will discuss the future of these programs and what is in store for the agency post-election.
Moderator: Monice Sussman, Nixon Peabody
Speakers: Priya Jayachandran, Department of Housing and Urban Development; Maria Maffei, Preservation of Affordable Housing; Denise Muha, National Leased Housing Association; Catalina Vielma, National Equity Fund
Sponsored by:
5:30–7:00 PMWELCOME RECEPTIONREGENCY BALLROOMSponsored by:
WEDNESDAY, NOV. 16
8:00 AM REGISTRATIONREGENCY BALLROOM FOYER
8:00–8:45 AMBREAKFASTREGENCY BALLROOMSponsored by:
8:45–9:45 AMOPENING REMARKS & KEYNOTE PRESENTATIONCRYSTAL AB
Hear from Jonathan F.P. Rose, one of the nation’s leading thinkers on the integration of environmental, social, and economic solutions in urban development. President of Jonathan Rose Cos., a development, urban planning, and investment firm founded in
1989, the housing visionary and author will discuss the role of cities in addressing the environmental, economic, and social challenges of the 21st century. Slated for publication in September, his new book, “The Well-Tempered City: What Modern Science, Ancient Civilizations, and Human Nature Teach Us About the Future of Urban Life,” focuses on a five-pronged model for reshaping and designing our cities to prosper. Rose’s award-winning developments include Via Verde, a model green, mixed-income development in New York City; Paseo Verde, a sustainable, mixed-income, and mixed-use project in Philadelphia; and Metro Green Apartments, a transit-oriented community in Stamford, Conn.
Moderator: John McManus, Hanley Wood
Keynote Speaker: Jonathan Rose, President, Jonathan Rose Cos.
Sponsored by:
9:45–10:30 AMCOFFEE BREAKREGENCY BALLROOMSponsored by:
ALDENPARTNERSCAPITAL
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CONFERENCE PROGRAM
10:30–11:45 AMCONCURRENT SESSIONS
Choosing the Best Debt Financing StrategyCRYSTAL CLearn how to plan the right financing strategy for your deal in this practical workshop-format session. Lenders and developers will review the forecasts for short- and long-term rates and talk about various methods for managing rate risk. Plus, with specific case studies, they’ll compare the pros and cons of various financing programs, including Fannie Mae, Freddie Mac, and FHA, for specific types of deals in different interest-rate scenarios.
Moderator: R. Lee Harris, Cohen-Esrey Real Estate Services
Speakers: James Flinn, CBRE Affordable Housing; Sarah Garland, PNC Real Estate; Rob Hoskins, The NuRock Cos.; Philip Melton, Bellwether Enterprise; Tracy Peters, RED Capital Markets
Sponsored by:
Capitol Hill UpdateCRYSTAL ABCapitol Hill insiders will delve into what the outcome from the presidential election will mean for getting your deals done in the coming years. Plus, panelists will share the latest news on federal legislation that impacts the affordable housing industry. This popular session also will provide a comprehensive look at what the national trade associations and industry leaders are doing to protect and expand the low-income housing tax credit and other affordable housing efforts.
Moderator: David Gasson, Housing Advisory Group/Boston Capital
Speakers: Peter Lawrence, Novogradac & Co.; Rick Lazio, Jones Walker; Bob Moss, CohnReznick; Diane Yentel, National Low Income Housing Coalition
Sponsored by:
NEW! Supportive Housing SolutionsTORONTOPermanent affordable housing with wrap-around services has been a cost-effective solution to addressing the nation’s homelessness issues and helping other special-needs populations. Gain crucial insight into resources to serve these populations, from the chronically homeless to veterans and transition-age youths, and how to put together deals that include the services these residents require. Panelists will use case studies and pro formas to demonstrate how to underwrite the service components and how to deliver services efficiently.
Moderator: Jane Bilger, CSH
Speakers: Debbie Burkart, National Equity Fund; Dana Trujillo, Skid Row Housing Trust; Joshua Wilmoth, Full Circle Communities
11:45 AM–1:00 PMLUNCHREGENCY BALLROOMSponsored by:
1:15–2:30 PMCONCURRENT SESSIONS
Tapping into Bond FinancingCRYSTAL ABThe tax-exempt bond market continues to pick up strength. Learn more about the bond market’s new and emerging developments for mod-rehabs and new construction as well as the latest from Fannie Mae, Freddie Mac, and FHA. Compare and contrast the various programs as panelists pencil out several case studies of what’s working in the market today.
Moderator: Wade Norris, Eichner Norris & Neumann
Speakers: Chris Barnes, Dominium; Tricia Yarger, Citi Community Capital; Angela Kelcher, Fannie Mae; David Leopold, Freddie Mac
Sponsored by:
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CONFERENCE PROGRAM
LIHTC Allocations: What’s Ahead in 2017CRYSTAL CCelebrating its 30th anniversary, the LIHTC program continues to be the major source of funding for affordable housing. Key housing tax credit agency personnel from around the nation will detail the latest changes in their qualified allocation plans and address the latest industry issues such as cost containment and preservation. They also will weigh in on some of the major sticking points developers have with their qualified allocation plans. Come away with insider knowledge on how to win the competition for 9 percent tax credits and how to avoid pitfalls.
Moderator: Meg Manley, McCormack Baron Salazar
Speakers: JD Bondurant, Virginia Housing Development Authority; Kelan Craig, Ohio Housing Finance Agency; David Ginger, Wisconsin Housing & Economic Development Authority; Christine Moran, Illinois Housing Development Authority; Lisa Vatske, Washington State Housing Finance Commission
Sponsored by:
Innovative Cost-Effective Design StrategiesTORONTOThe amount being spent on LIHTC developments continues to be under scrutiny. This expert panel of architects, general contractors, and developers will share the latest on design strategies that will keep costs down while still meeting state and local policies and delivering the features that residents want.
Moderator: Tom Capp, Gorman & Co.
Speakers: Arne F. Goldman, Marous Brothers Construction; John Leonard, Wallick Communities; Ron Lloyd, RDL Architects; Michael Wiencek, Wiencek + Associates Architects + Planners
2:30–3:15 PMCOFFEE BREAKREGENCY BALLROOMSponsored by
3:15–4:30 PMCONCURRENT SESSIONS
Operating and Growing a Successful Development CompanyCRYSTAL COperating and growing an affordable housing development firm comes with challenges. Hear from veteran developers about how they have successfully built their businesses. They will look at key topics, including how to fund pre-development costs, make decisions about product focus and mix, satisfy balance-sheet requirements for debt and equity, and structure joint ventures to gain experience or expand operations.
Moderator: Caleb Roope, The Pacific Cos.
Speakers: Gary Buechler, Michaels Development Co.; Mark Moorhouse, Dominium; Richelle “Shelly” Patton, Tapestry Development Group
Sponsored by:
Acquisition Challenges and OpportunitiesACAPULCOAn aging affordable housing portfolio means more acquisition-rehab deals for the industry. Explore the latest acquisition strategies and rules of thumb being used by developers when acquiring properties, including how to price potential deals, negotiate terms, and plan rehab work.
Moderator: Andrew Bailey, Millennia Housing Development
Speakers: Anand Kannan, Community Preservation Partners; Spencer Hurst, CBRE Affordable Housing; Monique Lawshe, GHC Housing Partners; Michelle Norris, National Church Residences
Sponsored by:
NEW! Developing for Mixed–Income and Mixed PopulationsTORONTOLearn how affordable housing developers are serving different populations in the same development. For example, some recent affordable housing projects have family apartments along with units for formerly homeless individuals or transition-age youth. Other developments have combined affordable apartments with market-rate units. Learn how developers are financing these projects and making them work.
Moderator: Patrick Sheridan, Volunteers of America;
Speakers: Beverly Bates, The Community Builders; Debra Guerrero, The NRP Group; Stacy Kaplowitz, Brailsford & Dunlavey; Ryan Sfreddo, Red Stone Equity Partners
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CONFERENCE PROGRAM
4:30–5:30 PMAFFORDABLE HOUSING FINANCE MAGAZINE AWARDS CEREMONYCRYSTAL ABSponsored by:
5:30–7:00 PMAWARDS RECEPTIONREGENCY BALLROOMCo-sponsored by:
THURSDAY, NOV. 17
8:00–8:45 AMBREAKFASTINSIDE OF SESSION ROOMSSponsored by:
8:45–10:15 AMCONCURRENT SESSIONS
Women in Affordable Housing RoundtableCRYSTAL CJoin top women executives, who will share their knowledge and experience to inspire you and help promote leadership within the affordable housing industry. For those just beginning their careers to seasoned professionals, the session will also provide a casual networking opportunity to help build your business network. All are welcome to attend. Come a little early and join us for breakfast.
Moderator: Beth Mullen, CohnReznick
Speakers: Maria Barry, Bank of America Merrill Lynch; Susan Friedland, Satellite Affordable Housing Associates; Pamela Goodman, Beacon Communities; Diana McIver, The DMA Cos
NEW! Lessons from Great DevelopersACAPULCOHear from a panel of inspiring affordable housing developers as they look back on the projects that have influenced them the most. The industry veterans will discuss the best moves and worst mistakes they’ve made when building a development. Learn their lessons and apply them to your next deal.
Moderator: Jeanne Peterson, Peterson & Associates Affordable Housing Connections
Speakers: Michael Costa, Highridge Costa Housing Partners; Yusef Freeman, McCormack Baron Salazar; Chickie Grayson, Enterprise Homes; Bart Mitchell, The Community Builders
Preservation of Older LIHTC DealsTORONTOThe affordable-use restrictions on nearly 2 million federally assisted rental units will expire over the coming decade, according to the National Housing Preservation Database, and 64% of that at-risk stock is supported through the LIHTC program. Find out what’s new in the effort to preserve affordability of tax credit projects that have run their compliance period, including the ins and outs of acquiring (or selling) a general partnership interest. Panelists will share expert advice on workouts and refinancing and practical guidance to all of your options regarding Year 15.
Moderator: Dena Xifaras, Preservation of Affordable Housing
Speakers: Cash Gill, Gill Group; Mike Hemmens, Citi Community Capital; Matt Shoemacher, Wallick Communities
Sponsored by:
10:15–10:30 AMCOFFEE BREAKCRYSTAL FOYERSponsored by:
10:30–12:00 PMTAX CREDIT EQUITY OUTLOOK POWER PANELCRYSTAL CThis candid, fast-moving power panel will provide the latest information you need on the LIHTC market heading into 2017 and will give you new insight into working with syndicators and dealing with direct and/or first-time investors. Plus, these all-star equity panelists will discuss the latest on the LIHTC market and tax reform, how to tailor your deal to syndicators’ needs, how to negotiate the best terms, and how to find new ways to raise equity.
Moderator: Michelle Norris, National Church Residences
Speakers: James Horvick, Raymond James Tax Credit Funds; Hal Keller, Ohio Capital Corporation for Housing; Susan Moro, Bank of America Merrill Lynch; Stacie Nekus, Alliant Capital; Philip Porter, Enterprise Community Investment; Vihar Sheth, U.S. Bancorp Community Development Corp.; Jeff Weiss, Alden Capital Partners
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CONGRATULATIONS TO OURAHF AWARD WINNERS
THE AFFORDABLE HOUSING HALL OF FAMESEN. MARIA CANTWELL
MICHAEL NOVOGRADAC
TONY SALAZAR
J. RONALD TERWILLIGER
2016 READERS’ CHOICE WINNERS GREYSTONE APARTMENTS Best Overall ProjectDeveloped by In-Fill Housing and Tapestry Development Group
UPHAMS CROSSINGBest Family Project Developed by Planning Office for Urban Affairs, Archdiocese of Boston
ORCHARDS AT ORENCO Best Green Project Developed by REACH Community Development
THE LOFTS AT LOOMWORKS Best Historic Rehab Project Developed by The Community Builders
GREYSTONE APARTMENTS Best Preservation Project Developed by In-Fill Housing and Tapestry Development Group
SAN FRANCISCO RAD PHASE I Best Public Housing Redevelopment Project San Francisco Mayor’s Office of Housing and Community Development and San Francisco Housing Authority
BOWMAN SENIOR RESIDENCES Best Rural Project Developed by Gorman & Co. and Nogales Community Development
LAKESIDE SENIOR APARTMENTS Best Seniors Project Developed by Satellite Affordable Housing Associates
THE SIX Best Special-Needs Project Developed by Skid Row Housing Trust
1100 OCEAN AVENUE APARTMENTS Best Urban Project Developed by Mercy Housing California and Bernal Heights Neighborhood Center
409 CUMBERLAND Editors’ Choice Developed by Avesta Housing
2016 YOUNG LEADERSJASON BORDAINICKHudson Valley Property Group
EMILY CADIKEnterprise Community Partners
ANAND KANNANCommunity Preservation Partners
ANGELA KELCHERFannie Mae
STEPHANIE KINSMANRed Stone Equity Partners
SARAH MALONEOhio Capital Corporation for Housing
Awards Ceremony sponsored by
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CONFERENCE SPEAKERS
Anthony Alfieri, RBC Capital Markets
Katherine Alitz, Boston Capital
Andrew Bailey, Millennia Housing Development
Frank Baldasare, Walker & Dunlop
Chris Barnes, Dominium
Maria Barry, Bank of America Merrill Lynch
Beverly Bates, The Community Builders
Don Bernards, Baker Tilly
Jane Bilger, CSH
JD Bondurant, Virginia Housing Development Authority
Gary Buechler, The Michaels Development Co.
Debbie Burkart, National Equity Fund
Laura Burns, The Eagle Point Cos.
Tom Capp, Gorman & Co.
Brenda Champy, Boston Capital
Michael Costa, Highridge Costa Housing Partners
Kelan Craig, Ohio Housing Finance Agency
James Flinn, CBRE Affordable Housing
Yusef Freeman, McCormack Baron Salazar
Susan Friedland, Satellite Affordable Housing Associates
Sarah Garland, PNC Real Estate
David Gasson, Boston Capital/Housing Advisory Group
Richard Gerwitz, Citi Community Capital
Cash Gill, Gill Group
David Ginger, Wisconsin Housing and Economic Development Authority
Arne F. Goldman, Marous Brothers Construction
Pamela Goodman, Beacon Communities
Gary Gorman, Gorman & Co.
Chickie Grayson, Enterprise Homes
Greg Griffin, Enterprise Community Asset Management
Debra Guerrero, The NRP Group
Audra Hamernik, Illinois Housing Development Authority
R. Lee Harris, Cohen-Esrey Real Estate Services
Mike Hemmens, Citi Community Capital
Linda Hill, Aegon USA Realty Advisors
Joan Hoover, Conifer Realty
James Horvick, Raymond James Tax Credit Funds
Rob Hoskins, The NuRock Cos.
Spencer Hurst, CBRE Affordable Housing
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CONFERENCE SPEAKERS
Priya Jayachandran, Department of Housing and Urban Development
Anand Kannan, Community Preservation Partners
Stacy Kaplowitz, Brailsford & Dunlavey
Angela Kelcher, Fannie Mae
Hal Keller, Ohio Capital Corporation for Housing
Jeffrey Kittle, Herman & Kittle Properties
Peter Lawrence, Novogradac & Co.
Monique Lawshe, GHC Housing Partners
Rick Lazio, Jones Walker
John Leonard, Wallick Communities
David Leopold, Freddie Mac
Ron Lloyd, RDL Architects
Diana McIver, The DMA Cos.
John McManus, Hanley Wood
Carolyn McMullen, Walker & Dunlop
Meg Manley, McCormack Baron Salazar
Philip Melton, Bellwether Enterprise
Bart Mitchell, The Community Builders
Mark Moorhouse, Dominium
Christine Moran, Illinois Housing Development Authority
Susan Moro, Bank of America Merrill Lynch
Bob Moss, CohnReznick
Denise Muha, National Leased Housing Association
Beth Mullen, CohnReznick
Stacie Nekus, Alliant Capital
Michelle Norris, National Church Residences
Wade Norris, Eichner Norris & Neumann
John O’Donnell, The Michaels Organization
Richelle “Shelly” Patton, Tapestry Development Group
Tracy Peters, RED Capital Markets
Jeanne Peterson, Peterson & Associates Affordable Housing Connections
Philip Porter, Enterprise Community Investment
Rachel Rhodes, National Equity Fund
Stephen Roger, Affordable Housing Preservation Advisors
Caleb Roope, The Pacific Cos.
Jonathan Rose, Jonathan Rose Cos.
Daniel Rosen, Klein Hornig
John Rucker, Stifel, Nicolaus & Co.
Ed Ryan, CohnReznick
Christine Serlin, Hanley Wood
Ryan Sfreddo, Red Stone Equity Partners
Patrick Sheridan, Volunteers of America
Vihar Sheth, U.S. Bancorp Community Development Corp.
Matt Shoemacher, Wallick Communities
Doug Shoemaker, Mercy Housing California
Beth Stohr, U.S. Bancorp Community Development Corp.
Monica Sussman, Nixon Peabody
Dana Trujillo, Skid Row Housing Trust
Deborah VanAmerongen, Nixon Peabody
Lisa Vatske, Washington State Housing Finance Commission
Catalina Vielma, National Equity Fund
Jeff Weiss, Alden Capital Partners
James West, BMO Harris Bank
Michael Wiencek, Wiencek + Associates Architects + Planners
Joshua Wilmoth, Full Circle Communities
Dena Xifaras, Preservation of Affordable Housing
Tricia Yarger, Citi Community Capital
Diane Yentel, National Low Income Housing Coalition
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AEGON USA REALTY ADVISORS SPONSOR/ BOOTH # 34Aegon USA Realty Advisors, LLC, (AURA) is a U.S.-based real estate asset manager and member company of Aegon Asset Management, the global investment management division of Aegon Group. A tax-credits investor since 1987, AURA has used in-depth knowledge of affordable housing development and finance to invest in more than 300 partnerships, deploy more than $3 billion in capital, and help create 110,000+ housing units.
Linda L. Hill | Vice President | 425.983.5443 | [email protected] |www.aegonrealty.com
AFFORDABLE HOUSING INVESTMENT BROKERAGE, INC. SPONSORAffordable Housing Investment Brokerage, Inc.’s (AHIB) sole purpose is the direct, confidential sale of affordable housing. Driven by a passion for maximizing client wealth and serving an industry that provides a vital social need, AHIB’s principals have sold over $1 billion in niche real estate investments, including Project-Based Section 8, Section 42, and HUD-financed properties. AHIB maximizes value through marketing by agents who provide a single source for affordable housing and local real estate knowledge.
AFFORDABLE HOUSING ADVISORS BOOTH # 35 The Affordable Housing Advisors (AHA) are the nation’s leading full-service brokerage firm representing sellers and buyers of Project-Based Section 8 multi-family properties. Founded in 1987, AHA was the first brokerage firm specializing in the sale of government subsidized housing. Their continued success is a result of AHA’s unique ability to create a competitive sales environment amongst qualified buyers. AHA has exclusively listed and sold more than 150,000 Project-Based Section 8 units nationally, with an aggregate value of over $5 billion.
Andrew Daitch | 248.415.2630 | [email protected] | AffordableHousingAdvisors.com
ALDEN CAPITAL PARTNERS BOOTH # 29Alden Capital Partners (“ACP”) is the syndication division of Alden Torch Financial, LLC (“Alden Torch”). ACP specializes in the syndication of Federal and State Low-Income Housing, Historic and Solar Tax Credits, and has successfully raised over $1.25 billion in tax credit equity. Alden Torch has grown to over 150 employees, managing $12.8 billion in assets representing over 1,500 project partnerships encompassing over 200,000 units.
Dana Mayo, Executive Vice President | 818.380.6130 | [email protected]
aldentorch.com
ALLIANT CAPITAL BOOTH # 17Alliant Capital, Ltd. is a trusted syndicator of low-income housing tax credits (LIHTC) that provides financing and equity for affordable multifamily housing throughout the U.S. and its territories. Founded in 1997, Alliant has syndicated more than 96 funds, raised over $6.7 billion in investor equity, and invested in excess of 900 properties comprising over 86,000 LIHTC units. Alliant is headquartered in Woodland Hills, CA.
Jen Erixon, Senior Vice President, Originations | 818.449.5800 | [email protected]
www.thealliantcompany.com
AMALGAMATED INSURANCE UNDERWRITERS (AIU) BOOTH # 45Amalgamated Insurance Underwriters (AIU) is an exclusive Property Insurance program for the Multi-family market currently writing in 47 States. Our Master Insurance shared limit program is typically 15%-20% below market premiums due to the strong buying power and geographic diversity of locations insured within our Master policy.
We seek well-managed Residential Buildings with a strong focus on Loss Control to help keep future premiums down.
ARA NEWMARK SPONSOR
ARA, A Newmark Company is the largest full-service investment advisory firm that focuses exclusively on the brokerage, financing and capital sourcing of multihousing properties including conventional, affordable, distressed assets, notes sales, seniors, student, manufactured, and multihousing land.
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BAKER TILLY BOOTH # 6Baker Tilly is a full-service accounting and advisory firm whose specialized professionals help developers, lenders, and investors succeed through investment in quality affordable housing projects throughout the US. Our team provides the expertise needed to navigate complex government regulations and capitalize on funding. From concept development and transaction structuring to asset disposition and beyond, Baker Tilly delivers innovative ideas, strategies, and solutions that enable clients to move forward with confidence and meet their business objectives.
Dave Evans, Director 717 503 5191 [email protected]
BANK OF AMERICA MERRIL LYNCH SPONSORAs you work to transform lives and communities, connect with more than 30 years of community development experience, expertise and commitment at Bank of America Merrill Lynch. Whether you need tax-credit investments, flexible lending solutions or other financial services, we can help you move projects from vision to completion. We’ve committed $1.5 trillion to community development over the last 10 years, and our unique business model includes the nation’s first, largest and most active bank-owned Community Development Corporation.
John Mertz | 312.992.5249 | [email protected] | bofaml.com/commercialre
BARINGS BOOTH # 33 Barings LLC is a $284+ billion global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative solutions and exceptional service. A member of the MassMutual Financial Group, Barings maintains a strong global presence with over 600 investment professionals and offices in 17 countries. Learn more at BARINGS.COM
Barings Real Estate Advisers (formerly Cornerstone Real Estate Advisers) is the real estate investment unit of Barings and together with recently acquired ACRE Capital, now renamed Barings Multifamily Capital, has in its lending platform a seasoned affordable housing team with many years of experience and deep contacts within the industry. The combined affordable housing operations of Barings Real Estate Advisers and Barings Multifamily Capital has a full range of affordable housing finance capabilities, particularly with respect to permanent debt.
Don Phelan | [email protected]; Sean Cullen | [email protected];
Mark Pinkowski | [email protected]; Anson Snyder | [email protected]
Rob Biddleman | [email protected]; Ronnie Gyani | [email protected]
www.baringsmultifamily.com
BERKADIA BOOTH # 65Berkadia, a joint venture of Berkshire Hathaway and Leucadia National Corporation, is an industry leading commercial real estate company providing capital solutions, investment advisory and research for multifamily and commercial properties. As a Freddie Mac Program Plus lender, Fannie Mae DUS® Multifamily Seller/Servicer, insurance company correspondent, and HUD, MAP and LEAN originator and servicer, Berkadia provides access to capital and flexible, customized lending and servicing solutions for the acquisition, construction, rehabilitation and refinance of multifamily and commercial properties.
Anthony Cinquini, Managing Director – Affordable Housing | [email protected] | (310) 209-3288
Lloyd Griffin, Managing Director – Affordable Housing | [email protected] | (512) 226-8710
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BERKELEY POINT CAPITAL SPONSOR/ BOOTH # 57 Berkeley Point Capital LLC is one of the nation’s leading providers of multifamily capital solutions. The Firm boasts a 29+ year history and a servicing portfolio of $53 billion representing in excess of 2,900 loans in 49 states and the District of Columbia. As part of our multifamily, affordable, seniors housing and healthcare expertise, Berkeley Point offers the full complement of Fannie Mae, Freddie Mac, FHA, Life Company and Conduit products. The Firm has a team of 300+ professionals strategically positioned nationwide. This extensive and diverse national platform allows us to provide our clients with superior execution in every market across the country.
Robert Wrzosek | 212-915-1815 | [email protected] | berkpoint.com
Nicholas Hoffer | 813-240-9832 | [email protected] | berkpoint.com
Triloki Kaushal | 212-610-2317 | [email protected] | berkpoint.com
BMO HARRIS BANK BOOTH # 18From structuring a loan to managing your cash flow, you need a full range of financial solutions to meet your business’ unique demands. Our relationship managers work on teams dedicated to serving specific industries, so you can be confident that you’re working with a partner that brings the knowledge and insights you need to help your business succeed. To learn more about how we can help, visit bmoharris.com/vision.
James West | 312.461.5047 | [email protected] | bmoharris.com/communitydevelopment
BOSTON CAPITAL BOOTH # 54Boston Capital is real estate investment and advisory firm specializing in equity investments in affordable multifamily and market rate apartment communities. Boston Capital is one of the largest owners/investors of apartment properties in the U.S. with more than 1,855 multifamily properties in 49 states constituting nearly 130,000 apartment homes with a development cost in excess of $17.5 billion. Its subsidiary, Lexington Solutions, hosts the Fusion asset management system and financial data collection service to help multifamily asset managers and owners manage risk and increase productivity.
Corine Sheridan, Director of Origination | 617-624-8893 | [email protected]
www.bostoncapital.com
BOSTON FINANCIAL INVESTMENT MANAGEMENT BOOTH # 20Boston Financial is a national leader in the affordable housing industry and an innovator in syndication and portfolio and asset management. For more than 47 years, our company has focused on providing exceptional client service to its partners and has built one of the most experienced senior management teams in the industry. We are one of the largest investment managers in the tax credit industry, with assets currently under management of approximately $8.5 billion in real estate investments including:
• 139,480 apartment units in over 1,435 properties spanning 49 states and 1 US Territory
• 137 funds
To date, Boston Financial has syndicated 160 institutional funds that have raised $11.1 billion for approximately 2,400 properties nationwide making Boston Financial one of the largest firms in the tax credit industry.
Abby Banholzer, Boston Financial Investment Management | 617-488-3573 | [email protected]
www.bfim.com
BRIGHT POWER BOOTH # 59Bright Power provides strategic energy solutions to building owners and operators nationwide. Specializing in multifamily apartment buildings, Bright Power’s suite of services saves clients energy, money and time. Bright Power’s energy management solutions include EnergyScoreCards benchmarking software, energy audits, energy procurement, onsite generation, green building design services, construction management of energy improvements, and ongoing energy management. For more information please visit www.brightpower.com
Jessica Esposito | (646) 780 1028 | [email protected]
Jonathan Braman | (646) 780 5533 | [email protected]
www.brightpower.com
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CAPITAL ONE MULTIFAMILY FINANCE BOOTH # 16There are good reasons why Capital One(r) was named a top 5 commercial realestate lender in the MBA’s ranking. Responsiveness to the needs of our customers. Expert bankers with years of CRE experience. And a broad range of options that include Fannie Mae, Freddie Mac, and FHA financing, balance sheet loans, as well as treasury management services. Taken together, they give us the flexibility to adapt to-and even anticipate-our clients’ evolving needs.
Brian Hayes, Senior Vice President | 610.254.4818 | [email protected]
www.capitalonemultifamily.com
CBRE AFFORDABLE HOUSING SPONSOR CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm. The Company has more than 52,000 employees and serves real estate owners, investors and occupiers through more than 370 offices worldwide. CBRE offers mortgage banking; appraisal and valuation; development services; investment management; strategic advice and execution for property sales and leasing; corporate services; property, facilities and project management; and research and consulting.
Todd Trehubenko, Senior Vice President | 617.217.6026 | [email protected]
CHASE BOOTH # 53Chase is proud to be a national leader in community development finance for affordable housing and economic development projects nationwide. Chase is committed to investing in the future of its communities to help spur economic development and bring new life to distressed neighborhoods. By providing the financial resources needed to grow and develop, Chase is leading the way to help strengthen communities across America.
Scott Schmid | 585 797 2808 | [email protected] | chase.com/cdb
CHURCHILL STATESIDE GROUP BOOTH # 5Churchill Stateside Group serves investors and developers in the affordable housing, renewable energy, and entertainment tax credit industries, as well as commercial and multifamily lending. CSG is comprised of some of the most respected professionals in the industry with full capabilities in origination, acquisition, syndication, and asset management of LIHTC properties. We know how to connect developers with reliable and competitively priced capital solutions. Connect with us today.
Michelle Holguin, Director of Marketing | 727.233.0597 | [email protected] | CSGfirst.com
CITI COMMUNITY CAPITAL SPONSORCiti Community Capital (CCC) is a premier financial partner with nationally recognized expertise in providing debt and equity to all types of affordable housing and community development projects. CCC’s origination, structuring, asset and risk management staff across the country provides creative financing solutions designed to meet its clients’ needs. CCC helps real estate developers, nonprofit organization, public housing authorities, community development financial institutions (CDFIs), and national financial intermediaries achieve their goals through a broad, integrated platform of debt and equity offerings. Additional information may be found at citicommunitycapital.com or by submitting a question to [email protected].
Mark Dean | 206.346.2838 | [email protected] | citicommunitycapital.com
COHNREZNICK LLP SPONSOR/ BOOTH # 52 CohnReznick LLP is one of the largest accounting, tax and advisory firms in the United States with a highly specialized affordable housing industry practice including dedicated teams in tax credit advisory, real estate development, investment services, transaction consulting and valuations. We work each day to help shape the policy of the industry, connect its people and help our clients grow while navigating complex business and financial issues. For more information, visit www.cohnreznick.com.
Beth Mullen, Affordable Housing Industry Nation Director| 916-930-5750 [email protected] | cohnreznick.com
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COMMUNITY DEVELOPMENT TRUST (CDT) SPONSOR The Community Development Trust (CDT) is a national investor in affordable housing. CDT makes long-term equity investments and originates and purchases long-term mortgages. In its seventeen years, CDT has provided over $1.2 billion in debt and equity capital to preserve and create 40,000 units of affordable housing in 44 states. CDT is a private REIT, a certified CDFI, an approved Fannie Mae affordable housing lender, and a member of the FHLBNY.
Brian Gallagher, SVP Debt | 212.271.5096 [email protected]
Brian Dowling—SVP Equity | 212.271.5083 [email protected]
CITY REAL ESTATE ADVISORS, INC. SPONSOR/ BOOTH # 42City Real Estate Advisors (CREA) is a full-service tax syndicator specializing in low income housing tax credits (LIHTC). We bring more than a century of combined affordable housing industry experience and a staff that is committed to providing innovative ways to maximize the long-term mutual economic benefits to developers and investors. Our goal is to provide developers and investors with the best possible service, capital and resources, while delivering high-quality low income housing tax credits for our investor clients.
DAUBY O’CONNOR & ZALESKI, LLC BOOTH # 46Dauby O’Connor & Zaleski, LLC (DOZ) was established in 1987 to provide accounting and auditing, tax, and consulting services to owners, developers, managing agents, and syndicators of multifamily housing communities.
Started as a two man firm, DOZ has grown to a nationally recognized leader in the real estate arena with clients in over 40 states. Our intense focus in the real estate arena results in a staff that truly knows the nuances of multifamily finance.
DOZ clients include affordable housing, senior living facilities, independent living facilities, retail and commercial properties, and residential land developments. DOZ is extremely well versed in projects financed with HUD, RD, Tax Exempt Bonds, and Low Income Housing Tax Credits.
Blake Schrader | 317.848.5700 | [email protected] | doz.net
DECEUNINCK NORTH AMERICA BOOTH # 60Headquartered in Monroe, Ohio, Deceuninck North America is a fully integrated design, compounding, tooling, lamination and PVC extrusion company that produces energy-efficient vinyl window and door systems. The company is committed to developing high-performance products that are currently in more than 6 million U.S. homes. Deceuninck North America is part of the Deceuninck Group, an integrated global organization that produces PVC window systems for the building industry. Deceuninck Group employs 3,600 people servicing more than 4,000 customers in 91 countries with worldwide production facilities. For more information, please visit www.DeceuninckNA.com.
Sheldon Kahan, Commercial Program Manager | [email protected] | 513-539-5439
www.deceuninckna.com
DOMINION DUE DILIGENCE GROUP BOOTH # 47Dominion Due Diligence Group (D3G), is headquartered in Richmond, Virginia provides full-service environmental and engineering real estate due diligence nationwide. D3G’s third party reporting is used for HUD-FHA, Fannie Mae, Freddie Mac, LIHTC and conventional lending and property transactions. D3G’s services focus on affordable housing, elderly care facilities and historical rehabilitations. D3G is currently the largest due-diligence consulting firm in the nation specializing in HUD-insured commercial loans for multifamily and elderly care housing.
Jennifer Berger, Director of Business Development | 804.237.1888 | [email protected] | d3g.com
DOUGHERTY MORTGAGE LLC SPONSOR Dougherty Mortgage LLC is a nationwide mortgage banking firm and an approved Fannie Mae Delegated Underwriting and Servicing (DUS®) lender, as well as an FHA MAP and LEAN lender. We offer a variety of loan products for the acquisition, refinance, construction or rehabilitation of multifamily housing properties, as well as a variety of other property types. We are an approved Ginnie Mae seller/servicer and we are currently servicing in excess of $4 billion of loans.
Karen Dubrosky, Vice President | 612-317-2118 | [email protected]
www.doughertymortgage.com
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EIDE BAILLY LLP BOOTH # 49Eide Bailly LLP is a Top 25 CPA Firm in the nation which has been serving the real estate industry for more than 40 years. With 29 offices in 13 states, Eide Bailly provides a variety of services to its real estate clients and specializes in serving those in the affordable housing sector. Our team performs over 600 affordable housing projects, including audits, low income tax credit projects, carryover certifications and more.
Shannon Breuer, Director of Affordable Housing | 701.239.8575 | [email protected]
www.eidebailly.com/ah
ENTERPRISE AND BELLWETHER ENTERPRISE SPONSOR/BOOTH # 26The leading national team putting capital to work for communities across the country. From Low-Income Housing Tax Credit and New Markets Tax Credit equity, to long-term conventional and affordable housing products, we are the industry’s most competitive and creative capital provider and servicer. That’s capital on a mission.
Raoul Moore | 410.772.2685 | [email protected] | EnterpriseCommunity.com
Philip A. Melton | 469.729.7677 | [email protected] | BellwetherEnterprise.com
FIRST AMERICAN TITLE NATIONAL COMMERCIAL SERVICES BOOTH # 44First American Title Insurance Company’s National Commercial Services division provides commercial title insurance and settlement services from dedicated service centers across the nation. First American provides personalized and individualized service regardless of size, complexity, or geographic diversity of the properties in a transaction. With exceptional underwriting expertise, we are able to deliver the most creative, client-focused approach to your transactions.
David Proksel, Nebraska Operations Manager, VP & Underwriting Counsel; First American Title Insurance Company – National Commercial Services | 402-697-4694 | [email protected]
www.firstam.com/title/commercial
FRIEDMAN, LLP BOOTH # 13Friedman LLP, headquartered in Manhattan with locations throughout New Jersey, Long Island, and Philadelphia, has been serving the accounting, tax and business consulting needs of public and private companies since 1924. Our industry-focused Affordable Housing and Not-for-Profit practices provide services to help facilitate the partnership between not-for-profits and owners and developers as they finance, build and operate affordable housing units. Our team provides accounting, audit, tax and advisory services to a growing and diverse collection of organizations as they face ever-changing assurance, regulatory and financial demands.
Joseph Crivelli | 212.842.7550 | [email protected] | friedmanllp.com
GARDNER CAPITAL SPONSOR Gardner Capital is a mission-based full-service development and investment company focused on providing economic opportunity and community revitalization through long-term partnerships with local communities, developers, lenders, investors, and agencies. Gardner Capital has over 24 years of experience in the affordable housing industry as a developer and capital partner with regional offices across the country. To learn more about development or capital partnership opportunities please contact:
Scott Puffer, Sr. Vice President of Development | 314.561.5900 | [email protected] | gardnercapital.com
GILL GROUP BOOTH # 3Gill Group specializes in Valuation and Market Feasibility Analysis. Our MAI Appraisers, Certified Market Analysts, and LEED AP Architects and Engineers provide Appraisals, Market Studies, CNAs and all other due diligence pieces for LIHTC, RD, HUD, Fannie, Freddie, S&P and every other type of funding transaction nationwide.
Jana Jones | 573.624.6614 | [email protected] | gillgroup.com
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GREYSTONE SPONSOR Greystone provides innovative financing solutions for affordable multifamily properties throughout the US. We are experts in creativity and execution across multiple lending platforms including Fannie Mae, Freddie Mac, and FHA.
Greystone is a top-ranked Multifamily Affordable Housing lender. We offer a broad variety of loan products—both taxable and tax-exempt—to facilitate the construction, acquisition, rehabilitation and repositioning of affordable multifamily housing across the country.
Jeff Englund | 770.392.9340 | [email protected] | greyco.com
HAI GROUP BOOTH # 63 HAI Group is a family of companies founded by and dedicated to serving the public and affordable housing community for nearly 30 years. We deliver innovative, tailor-made solutions to protect assets, improve efficiency, empower employees, and move your housing strategies forward. Our portfolio of products includes insurance, software, capital, research, advocacy, and learning solutions.
Roque Orts, Director, Marketing and Agency Operations | 800-873-0242, ext. 233 [email protected] | www.housingcenter.com
HEFFERNAN INSURANCE BROKERS BOOTH # 19Since our inception, Heffernan Insurance Brokers has partnered with the real estate industry, serving property owners, managers, and developers both large and small nationwide. We offer exclusive products for tax credit housing owners and developers. We help our customers modernize their insurance programs. Joe, John and Kent look forward to helping you with your portfolios.
Kent Short | 661.304.2647 | [email protected] | heffins.com
HFF SPONSORAs one of the largest and most successful commercial real estate capital intermediaries in the country, HFF incorporates capital markets knowledge with local real estate expertise to successfully complete any type of real estate transaction, regardless of size or complexity. As one of the top commercial real estate firms, HFF’s unique knowledge, broad capital markets relationships and national platform enable us to arrange the most favorable financing/equity raise or sale for your commercial property. With a history of performance spanning more than 30 years, we offer the services of more than 700 experienced industry professionals who operate from offices in major and secondary markets throughout the country.
HIGHLAND COMMERCIAL MORTGAGE BOOTH # 32Highland Commercial Mortgage (HCM) - A national leader in providing FHA secured financing as a MAP approved lender and Ginnie Mae issuer, Highland Commercial Mortgage is ranked nationally as a provider of financing for affordable multifamily mortgages and assisted living facilities.
We provide loan underwriting, origination and loan servicing for HUD 221(d)(4)/ new construction and substantial rehabilitation projects, HUD 223(f)/refinance, HUD 223(a)(7) refinance of existing HUD insured properties, and LIHTC projects utilizing Tax Exempt Bond Financing.
Developing close relationships with developers, non-profit housing organizations, and large property managers across the United States has led our organization to over 1 billion dollars in our servicing portfolio since our company’s inception in 2012. We provide excellent service, security and attention to your business needs.
Leigh Anne Rula, Marketing Director | (205) 940-4200 | [email protected] | www.hcmd4.com
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HUDSON HOUSING CAPITAL SPONSORHudson Housing Capital (“Hudson”) provides customized financial services to residential real estate developers and investors. Owned and managed by professionals with decades of experience in the industry, Hudson builds its business on long-term relationships, extensive expertise, and the agility to craft transactions uniquely tailored to each customer’s needs. Founded in 1998, Hudson has syndicated over 370 low-income housing tax credit investments preserving or creating over 38,000 multi-family rental units. To date, the firm has placed more than $3.4 billion in equity representing over $7.12 billion in total development costs. We have particular expertise in structuring successful investments with high social impact: some of the most innovative affordable housing campuses in the country are part of the Hudson portfolio. Our breadth of expertise encompasses desirable units for families, seniors, special needs, assisted living—virtually every type of property option offered in the market. We have offices in New York, Boston, Irvine, San Diego and Annandale.
Philip Gorgone | 619.204.3388 | [email protected] | hudsonhousing.com
HUNT MORTGAGE GROUP SPONSOR/BOOTH # 64Hunt Mortgage Group, a wholly owned subsidiary of Hunt Companies, Inc., finances commercial real estate: multifamily properties (including small balance), affordable housing, office, retail, manufactured housing, healthcare/senior living. It offers Fannie Mae, Freddie Mac, HUD/FHA and its own Proprietary loan products. Since inception, the Company has structured more than $20 billion of loans and today maintains a servicing portfolio of more than $11.8 billion. The Firm has 179 employees throughout the United States. To learn more: www.huntmortgagegroup.com.
CPaul Weissman, Senior Managing Director; Affordable Housing Finance 303-504-6239 | [email protected] | www.huntmortgagegroup.com
INTEGRATEC BOOTH # 38Integratec provides full life cycle real estate investment management and reporting software and services. Founded in 2002, Integratec currently supports more than 70 clients and 14,000 investments across all asset classes totaling more than $85B in equity and debt. Integratec’s combination of Software as a Service (SaaS) and software enabled BPO services provide a unique, cost-effective solution for real estate investors, lenders, fund managers, developers and owners. On June 2, 2016 Integratec was acquired by MRI Software. The combined organizations will offer one of the most robust investment management suites available in the market.
John Rush, Marketing Manager | 1.404.250.6991 | [email protected] | www.Integratec.biz
ION ENERGY SOLUTIONS BOOTH # 15ION Energy Solutions is a distributor of a patented Smart-Metering Solution. The H2O Degree Smart Metering point-of-use water, gas and electric smart-meters for multifamily residential. H2O Degree Smart Metering. Why Smart-Meter? How can you afford not to? That is what the nation’s largest REITs are saying. Simply put, you’re losing money if you don’t. Utility costs continually rise and residents use more when the amount they pay does not vary with consumption. Worse still, your property value is diminished as a result.
There are many good reasons to Smart-Meter:
Utility submetering dramatically increases property value more than any other ancillary service or comparable capital investment
Utility submetering provides residents with fair utility bills that acurately reflect their use (allocation does not) so residents are happier and don’t move -Utility rates are rising 10% per year on average submetering protects you
Payback can be as quick at one to two years
Utility submetering helps to conserve water and energy and protect the environment
Jack Howell, Managing Member | 502-639-0781 | [email protected]
www.ionenergysolutions.com
JLL SPONSOR/BOOTH # 58JLL is a full-service global provider of capital solutions for real estate investors and occupiers. Our U.S. Capital Markets specialists completed over $23 billion in debt and equity financing transactions in 2015. As one of the nation’s largest multifamily lenders, we maintain strong relationships with Fannie Mae, Freddie Mac and HUD/Ginnie Mae, and were named a top affordable housing lender in 2015 by both Fannie Mae and Freddie Mac.
Tim Leonhard, International Director | +1 817 310 5800 | [email protected]
www.us.jll.com/affordable-housing
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JONES WALKER LLP BOOTH # 25For more than four decades, Jones Walker LLP has helped organizations and individuals acquire, develop, finance and build a broad range of affordable housing; workforce, senior, student and military housing; and mixed use projects involving new market credits across the country. In this complex environment, we are able to offer clients the deep industry knowledge, full-spectrum legal counsel, and firsthand government experience required to provide creative, practical solutions.
Rick A. Lazio | 212.759.7025 | [email protected] | joneswalker.com (website) | buildingourblock.com (blog)
KEYBANK SPONSOR/BOOTH # 1KeyBank Community Development Lending and Investment provides capital solutions for affordable housing and community development projects in urban and rural communities across all 50 states. As one of the nation’s premier affordable housing capital providers, we offer one-stop-shop debt and equity capabilities that bring together balance sheet, equity and a variety of permanent loan offerings. KeyBank is a Fannie Mae DUS Lender, a Freddie Mac Seller/Servicer and TAH Lender, and an FHA MAP and 223(f) LIHTC Pilot Lender.
Rob Likes, Sr. Vice President, National Manager | 801-297-5811 | [email protected]
www.key.com/cdli
LANCASTER POLLARD MORTGAGE BOOTH # 37Lancaster Pollard develops low-cost, creative financing options for affordable housing owners and developers so they can fund new construction, moderate to substantial capital improvements, acquisition or refinance projects. Our comprehensive capital solutions include FHA mortgage insurance, Fannie Mae multifamily affordable housing programs, taxable and tax-exempt bonds (with or without enhancement) and USDA guaranteed loans. We serve both nonprofit and for-profit developers/owners and are able to integrate multiple sources of funding, including LIHTCs.
David Lacki, Managing Director | 614.224.8800 | [email protected] | lancasterpollard.com
LOCKTON COMPANIES SPONSORMore than 5,600 professionals at Lockton provide 48,000 clients around the world with risk management, insurance, employee benefits consulting, and retirement services that improve their businesses. From its founding in 1966 in Kansas City, Missouri, Lockton has attracted entrepreneurial professionals who have driven its growth to become the largest privately held, independent insurance broker in the world and 10th largest overall. Business Insurance has consistently recognized Lockton as a “Best Place to Work in Insurance.”
LOVE FUNDING SPONSOR Love Funding is a top FHA lender serving clients across the country. We offer refinance, construction, rehabilitation and acquisition financing programs for market-rate and affordable housing.
Love Funding has been building relationships and gaining expertise in the FHA finance industry over the past three decades. Our professionals have the knowledge and resources to identify the best options to maximize your investment and to manage the complex financing details for your transaction.
Bruce Gerhart | Regional Director | [email protected] | 216.583.0812
Holly Bray | Senior Director | [email protected] | 202.887.1849
David Hirsch | Director | [email protected] | 312.810.2565
David Opalek | Director | [email protected] | 614.778.9698
MIDWEST HOUSING EQUITY GROUP, INC. BOOTH # 8Midwest Housing Equity Group, Inc. (MHEG) is a Nebraska nonprofit corporation formed in 1993. Our mission is to change lives for a better tomorrow by promoting the development and sustainability of quality affordable housing utilizing the federal low-income housing tax credit program. We have raised almost $1.5 billion in equity, financing over 12,000 units of quality affordable housing throughout the Midwest.
John Wiechmann, CEO | 402.334.8899 | [email protected] | mheginc.com
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SPONSOR & EXHIBITOR PROFILES
MONARCH PRIVATE CAPITAL SPONSOR/BOOTH # 51 Monarch Private Capital invests in projects which qualify for federal and state tax credits and passes the benefits of those credits on to taxpayers through investment programs.
MPC invests in solar, historic, mill, abandoned building, and low income housing projects, working with insurance companies, corporations and high net worth individuals with state tax liabilities to deliver profitable investment opportunities that are good for all. Since its inception in 2005, MPC has invested in over 200 projects and delivered more than $150mm of funding to state government supported projects in more than 7 states.
NATIONAL CORPORATE RESEARCH, LTD BOOTH # 22National Corporate Research, Ltd. (“NCR”) is a professional registered agent company that has been providing statutory representation, corporate and secured transaction services since 1980. As your registered agent, you will gain a partner that will promptly accept time sensitive legal and state documents on your behalf and provide personalized and customized service to assist you with maintaining your business entities’ existence and good standing. NCR can act as your statutory required agent in all 50 states, the District of Columbia and in many other countries.
Matt Knight | [email protected] | 866.631.5349 | nationalcorp.com
NATIONAL EQUITY FUND® BOOTH # 31For three decades, National Equity Fund® has created affordable housing options, revitalized communities and strengthened local economies. A non-profit affiliate of Local Initiatives Support Corporation and leading LIHTC syndicator, NEF has invested more than $12.4 billion to create 149,082 homes and 181,880 jobs nationwide. It’s Bring them HOMES initiative to end homelessness among veterans alone has helped build 3,954 supportive housing units for these men and women and their families since 2012.
Contact: Mike Jacobs, SVP, Originations | 312.697.6166 | [email protected] | nefinc.org
NDC CORPORATE EQUITY FUND BOOTH # 2NDC’s work focuses on HOMES, JOBS and COMMUNITY. Founded as a national nonprofit in 1969, NDC has worked for 46 years to increase the flow of capital in low-income communities. NDC directs capital to the preservation and creation of affordable housing, the creation of jobs through training and small business lending. Through NDC Corporate Equity Fund, NDC has raised over $609 million in equity, resulting in the creation of over 9,000 housing units.
NOVOGRADAC & COMPANY LLP BOOTH # 10Novogradac & Company LLP is a national certified public accounting and consulting firm with more than 20 offices nationwide. Our clients represent a broad range of industries, with a major emphasis in the real estate sector. We provide publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and we work extensively in the affordable housing, community development, historic preservation and renewable energy fields.
Dirk Wallace, Partner; Novogradac & Company LLP | 330-365-5364 | [email protected]
www.novoco.com
OHIO CAPITAL CORPORATION FOR HOUSING SPONSOR The Ohio Capital Corporation for Housing (OCCH) is a nonprofit financial intermediary based in Columbus, Ohio that works with private and public developers to create affordable housing opportunities. OCCH is an independent nonprofit organization with its own board of directors. Its mission is “to cause the construction, rehabilitation, and preservation of affordable housing.” OCCH’s core activity is raising private capital from corporations for investment in affordable housing developments utilizing the Low-Income Housing Tax Credit Program. As a “syndicator” of these tax credit transactions, OCCH performs long-term asset management and related activities for its investors, developers, and property managers. OCCH has raised over $3.7 billion in private capital and invested in over 40,000 units of affordable housing in over 750 developments.
Hal Keller, President; Ohio Capital Corporation for Housing | 614-224-8446 | [email protected]
www.occh.org
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SPONSOR & EXHIBITOR PROFILES
PILLAR SPONSOR Pillar is a leading provider of financing solutions for commercial real estate which offers portfolio loans and a suite of Fannie Mae, Freddie Mac, and FHA lending products for all types of multifamily mortgages. Our dedicated team of affordable housing professionals can use these capital sources to customize the right solution for your property involving tax exempt bonds, tax credits, and HUD’s Section 8 program among many other affordable housing programs.
Justin Ginsberg | 212.372.6317 | [email protected] | pillarfinance.com
PLANTE MORAN BOOTH # 55Plante Moran is among the nation’s largest certified public accounting and business advisory firms. Its nationally recognized Housing and Community Development Solutions Group is led by professionals from the firm’s real estate, construction, and not-for-profit practices who specialize in the complex business and tax issues of the housing and community development industry. The practice serves over 1,000 industry clients and specializes in New Markets, historic, and low-income housing tax credits. To learn more, visit plantemoran.com
Rob Edwards | 517.336.7460 | [email protected] | plantemoran.com
PNC REAL ESTATE SPONSOR PNC Real Estate’s Multifamily group fully integrates the delivery of Low Income Housing Tax Credit (LIHTC) equity and debt financing for construction and rehabilitation of affordable housing, and provides acquisition for the preservation of affordable properties. We provide predevelopment, construction, interim and permanent financing including FHA, Fannie Mae and Freddie Mac, as well as the purchase and syndication of LIHTCs for developers, owners and operators of affordable multifamily property types.
Gayle Manganello, PNC Real Estate | 978.244.1116 | [email protected] | pnc.com/realestate
PORTFOLIO RESIDENT SERVICES, INC. BOOTH # 23Portfolio Resident Services, Inc. (PRS) is a 501(c) (3) non-profit organization that designs, staffs, implements, and tracks programs that proactively assists residents living in affordable apartment communities. PRS has been refining resident services for the last 19 years and currently serves 240 properties throughout Texas, Mississippi, Oklahoma, Colorado, and New Mexico represented by 38,000 homes. PRS works with over 75 community partners to add value to the 120 tested programs offered through The Good Neighbor Program.
Ellie Couch, Resident Services Director | 713.808.1988 x 204 | [email protected]
www.portfolioresidentservices.org
PROPP CHRISTENSEN CANIGLIA LLP BOOTH # 24Propp Christensen Caniglia LLP (PCC) is a boutique, full-service accounting firm recognized for providing personal, customized services to owners, developers and investors in real estate and affordable housing—including HUD, USDA/RD and Low Income Housing Tax Credits. Our team is known for building trusted, long-term relationships with those we serve and for timely responses to our clients’ needs. We serve projects across the country based on our core values of professionalism, accuracy, creativity and timeliness (PACT).
Debbi Christensen, CPA/Partner; Propp Christensen Caniglia LLP | (916) 751-2900 | [email protected] pccllp.com
PRUDENTIAL MORTGAGE CAPITAL COMPANY BOOTH # 4Prudential Mortgage Capital Company is a national commercial, multifamily and agricultural mortgage finance business. Leveraging Prudential’s 140-year history in real estate finance, the company offers one of the most comprehensive lines of real estate finance products and originates loans for Fannie Mae DUSTM, Freddie Mac Program Plus® and specialized affordable housing programs; FHA; Conduit; Prudential’s life company portfolio; and other institutional investors.
Mark Eidson, Principal ; Prudential Mortgage Capital Company | (404)704-9819 | [email protected] www.prumortgagecapital.com
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SPONSOR & EXHIBITOR PROFILES
R4 CAPITAL BOOTH # 50R4 Capital is a privately held national affordable housing tax credit syndicator with a proven team of affordable housing leaders whose collective history includes origination, underwriting, and management of more than $12 billion of LIHTC investments for more than 150 corporate investors over 29 years. Since May 2012, R4 Capital has raised more than $950 million of capital on behalf of its institutional investors. R4 Capital maintains offices in NYC, Boston and Newport Beach, CA.
Marc Schnitzer | 646.576.7660 | [email protected] | r4cap.com
RAYMOND JAMES TAX CREDIT FUNDS, INC BOOTH # 14Raymond James Tax Credit Funds (RJTCF) is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF). RJF subsidiaries have been among the leading syndicators of affordable housing for more than four decades. To date, RJTCF has raised $7 billion in equity for more than 1,900 tax credit projects in 46 states.
Our corporate culture revolves around a philosophy known as “Service 1st,” which pervades everything we do, especially in how we cultivate and manage our relationships with partners and investors.
Raymond James Tax Credit Funds, Inc. | 880 Carillon Parkway; St. Petersburg, FL 33716 | 800-438-8088 Steve Kropf, President/CEO | [email protected]
www.rjtcf.com
RBC CAPITAL MARKETS SPONSOR RBC Capital Markets’ Tax Credit Equity Group provides equity capital by utilizing federal and state LIHTC, HTC and NMTC programs. Our team of over 90 professionals has raised $7.2 billion of equity and has 849 assets under administration nationwide. These experienced specialists identify strategic investments and design equity structures that serve the long term interests of all our partners, including investors, developers and public housing authorities.
Put our experience to work for you.
Anthony J. Alfieri, Managing Director | 216.875.6046 | [email protected] | rbccm.com/tceg
Craig Wagner, Managing Director | 980.233.6459 | [email protected] | rbccm.com/tceg
RDL ARCHITECTS, INC BOOTH # 30A national firm, RDL Architects, Inc. has been helping sponsors, developers, and investors of affordable housing achieve success for over 20 years through sustainable planning, architecture and interior designs that promotes environmental quality, economic vitality and social benefits for communities that need it most. Our history of service under numerous public and private funding programs has garnered RDL Architects over 34,000 units of new residential | mixed-use communities and revitalized neighborhood development throughout the country.
Rebecca Horton, marketing director; RDLArchitects | 216.752.4300 | [email protected] RDLArchitects.com
RED CAPITAL GROUP, LLC SPONSOR/BOOTH # 36Recognized for its industry expertise, innovative and comprehensive structures, and consistently high rankings, RED CAPITAL GROUP, LLC has provided over $73 billion of integrated debt and equity capital since 1990 to the seniors housing and health care, multifamily, affordable, and student housing industries through three operating companies.
RED Mortgage Capital, LLC is a leading Fannie Mae DUS® and MAP- and Lean-approved FHA lender with a mortgage servicing portfolio exceeding $16 billion. RED Capital Markets, LLC (MEMBER FINRA/SIPC) is a leader in the distribution of Fannie Mae and Ginnie Mae Project MBS, and provides structuring, underwriting, placement, and advisory services for tax-exempt and taxable housing and health care bonds. RED Capital Partners, LLC provides proprietary debt and equity solutions, and asset management in a range of forms, including subordinated gap and bridge loans. RED CAPITAL GROUP, LLC is a subsidiary of ORIX USA Corporation. For more information on RED CAPITAL GROUP, LLC, visit www.redcapitalgroup.com.
For more information on this release or RED CAPITAL GROUP, LLC, please contact: Lisalynne Quinn, Director of Marketing | Red Capital Group, LLC | 469.385.1434 | [email protected]
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SPONSOR & EXHIBITOR PROFILES
RED STONE SPONSOR Red Stone Companies LLC (“Red Stone”) operates and manages real estate investment funds which provide senior, mezzanine, and equity financing for the preservation and new construction of affordable multifamily rental properties throughout the United States. Since Red Stone’s inception in 2002, Red Stone has closed on affordable transactions totaling more than $5 billion in capital which have provided financing for over 44,000 multifamily rental units nationwide. Through its core proprietary direct bond purchase program, Red Stone Direct, the Company’s mission is to consistently provide innovative and competitive financing products and solutions to developers and owners who acquire, refinance, and develop multifamily properties. Red Stone is headquartered in New York, NY. For more information, please visit www.redstoneco.com.
RED STONE EQUITY PARTNERS BOOTH # 4Red Stone Equity Partners is a national real estate investment firm providing innovative financial products for affordable multifamily housing development and tax oriented investments. Red Stone Equity builds upon long-lasting relationships with investors and developers as it acquires, structures, and provides long-term asset management services to its institutional clients. Red Stone Equity is headquartered in Cleveland, OH, with regional offices in Boston, Charlotte, Chicago, Los Angeles, and New York. For more information, please visit www.rsequity.com.
Eric McClelland, President & CEO; Red Stone Equity Partners | 312-361-3777 | [email protected] rsequity.com
RICHMAN GROUP AFFORDABLE HOUSING SPONSOROver the last five years, The Richman Group and its affiliates has been the nation’s premier sponsor of affordable housing tax credit funds. To date, the organization has structured and sponsored real estate investment funds that have surpassed 1,500 properties acquired. Our properties are located in forty-nine states, Washington, D.C., Puerto Rico, Guam, Saipan and the U.S. Virgin Islands. Through public and private offerings, the firm has raised over $11 billion of equity dollars that have been invested in real estate transactions having a property cost of nearly $20 billion.
Michael Ramires, Executive Vice President; Richman Group Affordable Housing Corporation | 703-527-1447
[email protected] | therichmangroup.com
RIGHTSOURCE COMPLIANCE BOOTH # 28Since 2008, RightSource has served over 150 companies throughout the United States as experts in multi-family and affordable accounting, property management and compliance. Services include training, implementation, compliance processing, help desk and system optimization. Our expertise spans all compliance programs and software systems such as Yardi Voyager™, RealPage OneSite™, Bostonpost™ and others. Partnering with our clients utilizing industry leading practices has helped us to determine a customized approach to improve each organization’s business processes.
Doug Rime, VP of Sales; RightSource Compliance | 877-592-3787 x100 | [email protected] www.rightsourcecompliance.com
RUBIN BROWN BOOTH # 9RubinBrown LLP is a CPA and consulting firm offering a full range of audit, tax and consulting services. RubinBrown’s Real Estate Service Group provides specialized services to clients throughout the U.S. related to low-income housing tax credits, historic rehabilitation tax credits, new markets tax credits, renewable energy tax credits, and HUD and other governmental programs. RubinBrown has offices in Denver, CO, Kansas City, KS, Nashville, TN and St. Louis, MO and is the 45th largest accounting firm in the U.S.
Bryan Keller, Partner; RubinBrown LLP | 314.290.3300 | Fax: 314.290.3400 | [email protected] www.rubinbrown.com
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SUNTRUST COMMUNITY CAPITAL BOOTH # 21SunTrust Community Capital has supported the affordable housing industry since 1990. In fact, we have financed properties that provide approximately 50,000 low to moderate income housing units and we have committed over $3 billion in debt and equity to these types of projects. Additionally, over $368 million in flexible and non-traditional financing has been invested in other community revitalization efforts through our New Markets Tax Credit program. For more information, visit us at suntrust.com.
G. Keitt King | 404.588.8130 | [email protected] | suntrust.com
SVN - CHICAGO SPONSOR SVN | Chicago Commercial - Multifamily/Affordable Group is a full service brokerage firm focusing on Market Rate and Affordable Multifamily properties. We have in-depth knowledge and experience with the nuances associated with affordable housing transactions including Project-Based Section 8 and LIHTC properties. Additionally, we track all existing market rate stock to uncover potential acquisition rehab opportunities within QCT’s and/or opportunity areas across the country. By heading the National Multifamily Counsel for SVN, we collaborate with our SVN colleagues to maximize our coverage and client reach in all markets.
Reid Bennett, CCIM | National Council Chair of Multifamily | SVN-Chicago Commercial
312.960.6762 | [email protected] | www.svnchicago.com
SVN AFFORDABLE | LEVENTAL REALTY SPONSOR SVN AFFORDABLE | Levental Realty is a commercial real estate brokerage, practicing in the niche market of Affordable Housing. We focus solely on valuing, marketing and selling Project-Based Section 8 and Section 42 deals, successfully trading 4,000 - 5,000 units of Affordable housing a year. Our list of projects sold ranges from California to New York and involves all types of HUD transactions, including Section 236 and 202, Rural Development, Mark-to-Market unwinding, and LIHTC deals.
Gene Levental, Managing Director | (513) 321-7589 | [email protected] | www.svn-ahg.com
SYMMONS INDUSTRIES BOOTH # 40Symmons Industries is a premier manufacturer of commercial and residential plumbing products, setting the standard for quality in plumbing fittings since 1939. From pioneering its pressure-balancing, anti-scald shower valve in the 1930s, to expansion into a full range of exceptional custom and standard products for the kitchen and bath, Symmons has maintained an unrivaled commitment to quality materials, superior engineering and solid workmanship.
Danielle DeBenedictis, Customer Marketing Manager | 781-848-2250 | [email protected]
www.symmons.com
TCF BANK BOOTH # 48TCF is a Wayzata, Minnesota-based national bank holding company. As of September 30, 2016, TCF had $21.1 billion in total assets and 341 branches in Illinois, Minnesota, Michigan, Colorado, Wisconsin, Arizona and South Dakota, providing retail and commercial banking services. TCF is committed to building better communities by improving the quality of life in the communities we serve.
Molly Rutzick | Vice President | TCF Bank | 952-512-6439 | [email protected] | www.tcfbank.com
TIDWELL GROUP BOOTH # 7 Tidwell Group has built a strong and reputable practice serving local, regional, and national businesses. Our focus is on the privately led or entrepreneurial enterprises with a strong National Practice in Real Estate, Tax Credits, and Construction.
Our team at Tidwell Group provides audit, accounting, tax, transactional planning, succession planning, business valuation and consulting services. In addition, Tidwell Group offers a variety of specialty areas that include SOC 1 and SOC 2 audits, litigation support, strategic tax consulting, estate planning
Jamie Johnson, Tidwell Group, Admin | [email protected] | o: 205.822.1010 | m: 205.271.5501
SPONSOR & EXHIBITOR PROFILES
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SPONSOR & EXHIBITOR PROFILES
U.S. BANK COMMUNITY DEVELOPMENT CORPORATION SPONSORU.S. Bank Community Development Corporation is an active direct investor in Low-Income Housing, New Markets, Historic, and Renewable Energy Tax Credits with a portfolio exceeding $15 billion. Our resources and expertise allow us to work closely with development teams and provide a full menu of competitive construction and permanent loans, as well as LIHTC, historic and solar equity for the construction and rehabilitation of rental housing. We are committed to the betterment of communities across the United States.
To find out more, contact:
Beth Stohr, Director New Production—Affordable Housing Tax Credit Investments | p. 314.335.2626 l [email protected] | U.S. Bancorp Community Development Corporation | 1307 Washington Ave., Suite 300 | St. Louis, MO 63103
Kyle M. Hansen, Community Lending Manager | p. 612.303-3683 l [email protected] U.S. Bancorp Community Development Corporation | 800 Nicollet Mall—5th Floor l Minneapolis, MN 55402
WALKER & DUNLOP, LLC BOOTH # 41Walker & Dunlop is one of the largest commercial real estate finance companies in the United States providing financing and investment sales to owners of multifamily and commercial properties. Our comprehensive suite of financing solutions allows us to originate loans for our own balance sheet, CMBS conduit, and investment partnerships, or for sale to Fannie Mae, Freddie Mac, HUD, life insurance companies, banks and other CMBS providers.
WELLS FARGO SPONSORA nationwide, diversified, community-based financial services company with $1.7 trillion in assets, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance. In 2014, the Company invested $281.2 million in grants in 17,100 nonprofits, and team members contributed more than 1.74 million volunteer hours.
Wells Fargo’s Community Lending and Investment division provides debt and equity capital for economic development, job creation and affordable housing in areas of need nationwide. For more about Wells Fargo Community Lending and Investment visit: wellsfargo.com/communitylendingandinvestment.
Alison Halley | 612.667.1292 | [email protected]
WNC BOOTH # 39WNC, founded in 1971 and headquartered in Irvine, California, is a nationwide syndicator of Low- Income Housing Tax Credits (LIHTC). WNC has acquired over $7 billion of assets totaling 1,250+ properties in 45 states and the U.S. Virgin Islands. WNC’s broad LIHTC experience includes federal, state, historic, NMTC and Brownfield credits.
Darrick Metz | 888.798.0557 | [email protected] | wncinc.com
WIENCEK + ASSOCIATES ARCHITECTS + PLANNERS BOOTH # 11Wiencek has been serving the Mid-Atlantic area for over 30 years and is widely recognized as an innovator in affordable, market-rate, mixed-income, and senior multi-family housing design. Our unique perspective, balanced by our wide range of experience, regularly enables us to formulate creative solutions to complex challenges that have been labeled by others as roadblocks, leading to 132 design awards and 78,000 new and renovated units completed.
Brad Marson | Executive VP | Wiencek + Associates Architects + Planners | 202-349-0742 | Cell: 443-695-5453 [email protected] | www.wiencek-associates.com
YARDI BOOTH # 12 Yardi software supports affordable housing providers with compliance solutions for all major subsidies, including Low Income Housing Tax Credits and HUD programs. Built on the Voyager 7S platform, the Yardi Affordable Housing Suite™ provides mobile access on all major web browsers, including those on handheld devices. Yardi provides back-office solutions for accounting, property management, and compliance as well as resident-facing software for online housing applications, payment processing, maintenance requests, renters insurance, and much more.
Nelson Oshita, Senior Sales Executive | 800-866-1144 | [email protected] | www.yardi.com
Join us at the AHF Live: Housing Developers Forum as we bring together owners and developers and housing finance leaders to provide solutions to the growing rental housing crisis.
SAVE THE DATE
APRIL 26-28, 2017NEW ORLEANS MARRIOTT
NEW ORLEANS, LA
To learn more and to pre-register:
ahfliveforum.com