Our Services
Expert advisory solutions for mixed-income and affordable housing finance
Underwriting & Financial Modeling
In-depth analysis of affordable and mixed-income housing transactions with advanced financial modeling that incorporates tax credit structures, layered subsidies, and long-term operating performance. Includes independent model reviews to validate methodology, ensure accuracy, and strengthen decision-making confidence.
How This Helps
- Identify and mitigate financial and structural risks early
- Enhance returns and impact metrics
- Model multiple funding and operating scenarios
- Improve investor and lender communications
- Strengthen governance with third-party validation of financial models
Who We Serve
- Affordable housing developers
- CDFIs and mission-driven lenders
- Housing authorities
- Investment committees
Capital Stack Structuring & Advisory
Integrated design and optimization of diverse funding sources to maximize leverage, reduce financing costs, and synchronize with project timelines and requirements. Expertise includes LIHTC structuring, HTC, municipal incentives, philanthropic capital, and innovative gap-financing solutions.
How This Helps
- Close persistent financing gaps
- Refine subsidy and tax credit allocations
- Sequence funding for efficient project timelines
- Balance investor requirements with project objectives
- Reduce reliance on high-cost bridge financing
Who We Serve
- Mixed-income housing developers
- Community development corporations
- Nonprofit housing organizations
- Workforce housing developers
- Mission-driven real estate investors
Transaction & Due Diligence Support
Full-spectrum financial and operational oversight for acquisitions, dispositions, and refinancing. Services include detailed sponsor evaluations, mission fit assessments, and coordination with specialist partners for environmental, legal, and engineering due diligence.
How This Helps
- Identify and address potential risks before closing
- Strengthen lender and investor confidence in the transaction
- Provide clear, actionable recommendations for approval
- Ensure mission compatibility and regulatory compliance
- Streamline closings by coordinating due diligence specialists
Who We Serve
- Developers seeking equity or debt partners
- Lenders evaluating affordable housing sponsors
- Syndicators and institutional investors
- Public agencies managing housing transactions
Let's structure your next deal
Whether you need underwriting, tax‑credit capital‑stack modeling, or our advisory services, we’ll design a roadmap that maximizes returns and mitigates risk.