Activities Include:


On-going consulting services to Homeport:
   Development and operating proformas on proposed and pipeline projects;
   Evaluation of new proposed projects and refinancings; assistance with 2017 tax credit applications
   Managing closing process and construction for a tax credit project in Whitehall, Ohio;


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


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.


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.


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


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.


Participated on a team of consultants (Stephanie Sweeney, Sarah Hayes and myself) 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, submitted the Underwriting Models, reviewed CNAs and market studies and contributed to team strategy discussions, as well as securing service commitments for the mental health services set-aside.


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.


Served as a 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;


Trainings “How the numbers work” conducted 2015 and 2016 with Corporation for Supportive Housing for developers planning Permanent Supportive Housing projects.