Tax-Exempt Bond FUNdamentals

A 2-hour learning lab on Day 3 of Housing California’s 2021 (Un)Conference: Homes, Health, and Wealth for All Californians, June 22-24 Tax-exempt bonds are a complex financing tool commonly used by affordable housing developers. Accessing this resource has been made even more complex in 2021 with the shift to a competitive allocation process. This Learning Lab will teach you basic Read More


Affordable Housing Finance & Development 101

A 2-hour learning lab on Day 3 of Housing California’s 2021 (Un)Conference: Homes, Health, and Wealth for All Californians, June 22-24 The groundbreakings and grand openings get all the press and photo-ops, but this Learning Lab shines a light on what happens behind the scenes from before the shovel goes in to after the ribbon gets cut. We’ll introduce you Read More


LIHTC FUNdamentals

A 2-hour learning lab on Day 3 of Housing California’s 2021 (Un)Conference: Homes, Health, and Wealth for All Californians, June 22-24 The Low-Income Housing Tax Credit remains the most important, yet one of the most complex, financing tools for the creation and preservation of affordable developments in California. This Institute combines lessons from Financial Consultants and presentations from TCAC staff Read More


Act Now and Finance the Future: Lenders and Investors Fueling the Ride on the Roadmap Home

The scale of housing insecurity, lack of affordability, and homelessness in California, exacerbated by the economic fall-out from COVID-19, calls for bold, innovative solutions. There are major federal and state proposals being developed that would significantly increase the resources available for multifamily affordable housing in California, placing unprecedented challenges and demands on the private financing sector. This workshop brings together Read More


Gaining Ground: The State of Acquisition & Preservation in California

Acquisition-rehab (acq-rehab) has gained significant momentum in the past few years to create affordable housing and to stabilize communities in California. Local pilot programs have inspired policy campaigns across the state and significant public investment both at the local and state level. The acquisition of occupied, unsubsidized properties (often referred to as “NOAH”) and preserving these homes as permanent affordable Read More


LIHTC 201 Training

Builds on the LIHTC 101 training to provide an overlay of specific requirements for developments in California. California state tax credits State eligibility and affordability requirements Threshold Basis Limits TCAC underwriting requirements Competitive 9% LIHTC allocation system Training is 2.5 hours and held via Zoom. An interactive group activity using breakout rooms will be incorporated to run through a scenario exercise. Read More


LIHTC 101 Training

Introduces the basic fundamentals of the federal Low Income Housing Tax Credit (LIHTC) program. What is a tax credit? Federal eligibility and affordability requirements Differences between 9% and 4% credits Calculating LIHTC credits and equity Basic ownership structure of a limited partnership Training is 2 hours and held via Zoom. An interactive group activity using breakout rooms will be incorporated Read More


LIHTC 201 Training

Builds on the LIHTC 101 training to provide an overlay of specific requirements for developments in California. California state tax credits State eligibility and affordability requirements Threshold Basis Limits TCAC underwriting requirements Competitive 9% LIHTC allocation system Training is held via Zoom. An interactive group activity using breakout rooms is incorporated within the training to provide a practice exercise on Read More


LIHTC 101 Training

Introduces the basic fundamentals of the federal Low Income Housing Tax Credit (LIHTC) program. What is a tax credit? Federal eligibility and affordability requirements Differences between 9% and 4% credits Calculating LIHTC credits and equity Basic ownership structure of a limited partnership Training is held via Zoom. An interactive group activity using breakout rooms is incorporated within the training to Read More