Activities Include:


On-going services to Homeport:

  • Team preparation of two successful 9% tax credit applications in 2019: Kenlawn Place and Hamilton Crossing Annex;

  • Lead role in setting scoring strategy and development concept.

  • Development and operating proformas on proposed and pipeline projects.

  • Evaluation of new proposed projects and refinancings.

  • Managing closing process and construction for Hamilton Crossing, a 64-unit tax credit project in Whitehall, Ohio.

  • Assistance to Homeport with Friends/VVA Housing rehabilitation. This project was one of my first HUD 202 projects in 1988 and we secured OHFA HDGF funds to assist with the rehab.

  • Managing closing process and construction for Hamilton Crossing, a 64-unit tax credit project in Whitehall, Ohio.


Consultant to Tober Development Company for its successful PSH tax credit application Stoney Pointe Commons II; successful AHP application 2018.


Consultant to Connect Realty for its 2018 9% tax credit application Northern Place Townhomes to Ohio Housing Finance Agency. Successful on 3rd try! Providing assistance in many areas for an experienced developer, but new to tax credits.


Secured OHFA HDGF funds for three non-profit groups 2018 and 2019: Housing Network of Hamilton County, 12 units for DD adults (also obtained AHP); Franklinton Development Association, 10 units for families in Columbus; New Housing Ohio, 20 PSH units in Franklin, Ohio.


Assistance through Ohio Capital Corporation for Housing to non-profit developers, including Alpha Phi Alpha Homes.


Project management for The Model Group, Inc. 2016-2017, regarding a 44-unit replacement housing project for Peoria Housing Authority under HUD’s RAD program, utilizing tax exempt bonds, 4% tax credits, Replacement Housing Factor Funds and other sources; grant preparation to Illinois’ Energy Grant program, FHLB of Chicago, etc.


Trainings: “How the numbers work” conducted 2015-2018 with Corporation for Supportive Housing for developers planning Permanent Supportive Housing projects.


Assisted developers at The Woda Group, Inc. by identifying service providers for their three Indiana 9% tax credit applications, October, 2015. Obtained MOUs for range of services to senior and family populations. Two of the three applications were funded.


Participated on a team of consultants to submit six tax credit applications for 9% credits in Kentucky, December, 2015. Five of the six applications were selected by KHC for funding. I prepared the numbers, the Underwriting Models, contributed to team strategy discussions, as well as securing service commitments for the mental health services set-aside.


Consultant to Connect Realty for its 9% tax credit application Northern Place Townhomes to Ohio Housing Finance Agency. Successful on 3rd try! Providing assistance in all areas for an experienced developer, but new to tax credits.


Consultant to Connect Realty and Hocking Metropolitan Housing Authority submitting 9% tax credit applications to Ohio Housing Finance Agency, providing assistance in all areas. Assisted developers at Columbus Housing Partnership (Homeport) with two tax credit applications to OHFA (one funded); prepared spreadsheets, filled out AHFAs, narrative writing, strategizing, review of due diligence and other documentation.


Project management for The Model Group, Inc., regarding a 44-unit replacement housing project for Peoria Housing Authority under HUD’s RAD program, utilizing tax exempt bonds, 4% tax credits, Replacement Housing Factor Funds and other sources; grant preparation to Illinois’ Energy Grant program, FHLB of Chicago, etc.


Assistance to Yellow Springs Home, Inc. with a small rental development requiring an AHP and OHFA HDAP loan;


Financial structuring and strategizing with ReTown, regarding a 59-unit senior building in Lorain, Ohio with state and federal historic credits;


Assistance to United North, a Toledo-based non-profit, with a senior adaptive reuse & new construction project;


Assistance to Cincinnati Metropolitan Housing Authority in preparation for closing a senior housing tax credit development;