ADVISORY SERVICES
Built for the Complexity of Affordable Housing
Every advisory service we offer is designed from the ground up for affordable housing. Not adapted from commercial brokerage — purpose-built for the regulatory, financial, and social complexity of Section 8, LIHTC, and HAP/PBRA transactions.
Core Services
Investment Sales & Dispositions
We manage the full disposition cycle for Section 8 HAP, LIHTC/Bond, and mixed-income affordable properties — from pre-market strategy through closing.
What We Do:
- Pre-market valuation and pricing strategy grounded in HUD regulatory analysis
- Customized offering memorandum and investment thesis development
- National buyer outreach across institutional developers, nonprofits, and housing
authorities - Competitive bid process management designed to maximize closing price
- HAP contract, regulatory agreement, and compliance review coordination
- Due diligence management and transaction support through closing
Best For:
Nonprofit boards seeking mission-aligned buyers. Private owners maximizing exit value. Institutional portfolios seeking efficient disposition with regulatory continuity.
Property Valuation & Underwriting
We provide asset valuations that reflect the true economic value of affordable housing —
including HAP contract income, regulatory constraints, OCAF-adjusted rents, and recapitalization potential.
What We Do:
- HAP contract and rent schedule analysis
- OCAF and budget-based rent adjustment modeling
- Cap rate benchmarking against current market comparables
- LIHTC compliance period and exit value analysis
- Recapitalization pathway analysis (4% LIHTC, Mark-Up-To-Market, etc.)
Note:
All valuations are provided on a complimentary and confidential basis. No obligation to proceed.
Complimentary & Confidential
Preservation & Rehab Strategy
Recapitalization Advisory
We advise owners on recapitalization pathways that preserve affordability, maximize equity recovery, and meet regulatory and community stakeholder objectives.
What We Do:
- 4% LIHTC/Bond preservation transaction structuring
- Mark-Up-To-Market and HAP renewal option analysis (Options 1–6)
- Developer identification and partnership structuring for nonprofit boards
- HUD regulatory compliance strategy and submission support coordination
- Post-recapitalization disposition planning
Market Intelligence
We monitor every affordable housing transaction in the country in real time. Our market intelligence services provide owners, developers, and advisors with the data needed to make informed decisions.
What We Deliver:
- Quarterly AHG Affordable Housing Market Monitor (free subscription)
- National and regional cap rate trend analysis by asset class
- HUD policy and HAP renewal guidebook updates
- Notable closing data and pricing benchmarks
- Custom market studies for clients considering a sale or recapitalization
