Course Title: Collaborating with Financial Institutions and Syndicators in Developing LIHTC Affordable Housing Projects

Course Topics

1. Introduction to LIHTC Financing: Overview, Mechanics, and Advantages for Affordable Housing

2. Key Players in LIHTC Project Financing: Roles of Financial Institutions, Syndicators, and Equity Investors

3. Financial Structuring and Deal Underwriting for LIHTC Projects

4. Tax Credit Syndication: Process, Benefits, and Considerations

5. Securing Debt and Equity Financing for LIHTC Projects

6. Compliance and Regulatory Requirements in LIHTC Financing

7. Risk Management Strategies in LIHTC Project Development

8. Negotiation Techniques and Building Strong Partnerships with Financial Institutions and Syndicators

Learning Objectives

Upon completing this course, participants will be able to:

1. Explain the fundamentals of LIHTC financing and understand the economic incentives and benefits of utilizing tax credits in affordable housing development.

2. Identify the roles and contributions of financial institutions, syndicators, equity investors, and other stakeholders in the LIHTC project financing process.

3. Analyze financial structuring options and conduct deal underwriting for LIHTC projects, considering risk factors, return on investment, and project feasibility.

4. Evaluate the tax credit syndication process, including the allocation, pricing, and syndication of LIHTC credits, and comprehend the benefits and challenges associated with syndication partnerships.

5. Secure debt and equity financing for LIHTC projects by exploring different sources of funding, negotiating terms, and structuring financial agreements in alignment with project goals.

6. Navigate compliance and regulatory requirements governing LIHTC financing, ensuring adherence to federal guidelines, reporting obligations, and program standards.

7. Implement risk management strategies to assess and mitigate financial risks associated with LIHTC project development, safeguarding investment and project sustainability.

8. Apply negotiation techniques to cultivate strong partnerships with financial institutions, syndicators, and investors, fostering collaborative relationships that optimize funding opportunities and project success.

Value to the Participant

This course provides substantial value to a wide range of stakeholders involved in affordable housing development, including developers, investors, lenders, syndicators, and financial professionals seeking to enhance their expertise in LIHTC project financing. By gaining in-depth knowledge and practical skills in collaborating with financial institutions and syndicators, clients can effectively navigate the complexities of LIHTC financing, attract capital, and optimize funding structures to support the successful completion of affordable housing projects. Participants will acquire the tools and strategies needed to secure financing, manage risks, ensure compliance, and foster productive relationships with key industry partners, empowering them to leverage financial resources efficiently and drive a positive impact in affordable housing communities. Ultimately, this course equips clients with the expertise and confidence to navigate the financial landscape of LIHTC projects, unlock funding opportunities, and contribute to the sustainable development of affordable housing initiatives that address the critical housing needs of low-income individuals and communities.