Upcoming Events

“AAHA 15 Panel: Know when to Hold Em, Know When to Fold Em” – Year 15/Panelist.
Alabama Affordable Housing Association 2026 Annual Conference. Hilton Sandestin, Florida – 05.21.2026 – 9:15 am CT

Past Events

“Affordable Housing Preservation: Preserving the Past While Shaping the Future”/Panelist.
2025 New Mexico Housing Summit. 09.17.2025

“Don’t Let An Aggregator Steal Your Legacy”/Panelist.
2025 Housing California Annual Conference. 03.06.2025

“General Partnerships – Exiting Your Investor in Affordable Housing”/Panelist.
Affordable Housing Summit. 12.06.2024

“Valuing LP Partnership Interests”/Panelist.
National Leased Housing Association 2025 Mid-Year Meeting. 01.23.2025

“General Partnerships – Exiting Your Investor in Affordable Housing”/Panelist.
Affordable Housing Summit. 12.06.2024

“Challenges For Developers in Year 15: Addressing the Demands of Aggregators”/Panelist.
Justin H. Jenkins. Pennsylvania Housing Conference. 12.04.2024.

“Year 15 – Roadblocks and Solutions: Combating the Aggregator Problem”/Panelist.
Justin H. Jenkins. 2024 Texas Housing Conference. 07.23.2024

“A New Urgency in the Housing Credit Preservation Challenge”/Panelist.
Housing Credit Connect. 06.13.2024

“Negotiating the LIHTC Investor Exit”/Panelist.
2024 Building Michigan Communities Conference. 05.15.2024

“Addressing Year 15: Issues and Option”/Panelist.
AAFCPA CFO Roundtable of 2024. 04.02.2024

“Planning for Preservation: Year 15-Exit Disputes”/Panelist.
2024 NH&RA Annual Meeting. 02.24.2024

“Addressing Year 15: Issues and Options”/Panelist.
CARH – 2024 Midyear Meeting. 01.30.2024

“LIHTC: What Happens When the Compliance Period Ends – Negotiating the LIHTC Investor Exit”/Panelist. LeadingAge 2023 Annual Meeting. 11.08.2023

“Negotiating the LIHTC Investor Exit”/Panelist.
StrengthMatters 2023 Financial Management Conference. 10.26.2023

“Detailing the 2024 Draft QAP”/Webinar Panelist.
Texas Affiliation of Affordable Housing Providers. 10.04.2023

“Preservation Part I: The Triple Threat to Preservation – Volume, Ventures, and Values”/Alexander M. Hagstrom/Panelist.
Virginia Housing Alliance/2023 HCC; Richmond, VA 09.19.2023

“Year-15: Roadblocks and Solutions”/Preservation Work Group Session Presenter.
National Low Income Housing Coalition. 09.11.2023

“Proactive Preservation Solutions for Year 15”/Panelist. NCSHA 2023 Housing Credit Connect.
Sheraton Grand Seattle. 06.15.2023 – 12:45 – 1:45 pm PST

“AAHA 15 Year Strategies”/Panelist. Alabama Affordable Housing Association 34th Annual Conference.
Hilton Sandestin, Florida – 05.26.2023 – 8:45 am – 9:30 am CT

“Preservation and Recapitalization Strategies for Year 15”/Sean M. Zaroogian/Panelist.
NH&RA Annual Meeting.  Hyatt Regency Coconut Point Resort 03.09.2023

“Year 15 Discussion”/Panelist.
Ohio Housing Council Fall Symposium.The Athletic Club, Columbus, OH. 10.18.2022 

“Preservation Strategies for Extended Affordability”/Justin Jenkins – Panelist.
NCSHA’s 2022 Annual Conference Houston, Texas. 10.25.2022

“It’s a New Day in the Neighborhood – Navigating Year 15 and Beyond”/Panelist.
New Mexico Housing Summit. 09.15.2022

“Year 15 Discussion”/Panelist.
Missouri Workforce Housing Association 2022 Affordable Housing Conference. 07.28.2022

“Federal Policy Updates Roundtable”/Panelist.
NH&RA Summer Institute. 07.20.2022

“Preservation and Recapitalization Strategies for Year 15” /Panelist.
NH&RA 2022 Annual Meeting. 02.26.2022

“LIHTC: Challenges to Maintaining Long Term Affordability After the Compliance Period” / Panelist.
ABA Deep Dive on Preservation Issues. 10.14.2021

“A Troubling Trend in the LIHTC Industry: A conversation on Year-15 Disputes” /Panelist.
Maryland Affordable Housing Coalition. October Brown Bag Lunch. 10.06.2021

“Protecting Communities as LIHTC Affordability Periods Expire” / Panelist.
National Alliance of Community Economic Development Associations (“NACEDA”). 10.05.2021

“Proactive Preservation” / Panelist.
National Council of State Housing Agencies (“NCSHA”). 50th Annual Conference. 09.28.2021

Arizona Department of Housing Forum – Panelist: Non-Profit Year 15 LIHTC Issues / Panelist.
In-person event held at the JW Marriott Tucson Starr Pass. 08.2021

Consortium for Housing and Asset Management.
CHAM Conference 2021 Sponsorship 07.20-21.2021

Refusing the Right of First Refusal: A Troubling Trend in the LIHTC Industry” / Panelist.
California Housing (Un) Conference. 06.24.2021

“Year 15 – Roadblocks and Solutions” / Panelist.
American Bar Association – Forum on Affordable Housing and Community Development Law. 05.21.2021

“Year 15 LIHTC Discussion: Learn About ‘Aggregators’” / Presenter.
National Association of Home Builders. 04.01.2021

Webinar – March 23, 2021 @ 2 p.m. – 3:15 p.m.

Year 15 Dispositions: Navigating a Troubling Trend in the Low-Income Housing Tax Credit Industry

The Low-Income Housing Tax Credit (LIHTC) Program has been a significant source of new multifamily housing for more than 20 years, providing more than 2.2 million units of affordable rental housing. As the LIHTC matures, however, thousands of properties financed using the program are becoming eligible to end the program’s rent and income restrictions.

Join Finance and Commerce for this fascinating interactive discussion, where you will get the chance to ask the pros your questions. Our panelists will discuss issues that have arisen including:

  • Disputes over Purchase Options, Put and Call Rights, and Rights of First Refusal
  • Fair Market Value and Appraisal Disputes
  • Disputes over Purchase Option Price Determinations
  • Ownership Interest Disputes
  • Capital Transaction Disputes
  • Capital Account Disputes
  • Disputes concerning Forced Sale Rights
  • Project Refinance Disputes
  • Limited Partner Removal Initiatives
  • Qualified Contract Issues