Sell, Hold or Resyndicate: What to do at the End of the Housing Tax Credit Project

$149.00

SKU: 409643

Description

Understand the steps you can or should be taking as the LIHTC project enters Year 15.
This panel is intended for owners (forprofit and nonprofit) and property managers who are involved in LowIncome Housing Tax Credits (LIHTC) projects to understand the steps they can or should be taking as their LIHTC project enters Year 15. Year 15 is the end of the IRS 15year LIHTC compliance period and can be an opportunity for the LIHTC owners to restructure their project ownership and explore possible redevelopment and refinancing opportunities including a possible sale, refinance, investor exit, new LIHTC financing and homeownership conversion. The presentation will explain the typical ownership structure in LIHTC projects, what the options are for owners in year 15, what the LIHTC project documents usually provide as to Year 15, as well as discussion topics with the LIHTC equity investor for year 15. This panel will cover the Rights of First Refusals and Purchase Options, which are often negotiated in LIHTC projects, especially with nonprofit sponsors of LIHTC projects. Finally, the presentation will describe the considerations a LIHTC owner should review about their project as well as what notices and approvals may be required in connection with Year 15.

Date: 2023-11-17 Start Time: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

* You will be able to describe a typical LIHTC ownership structure.

* You will be able to discuss the process of converting LIHTC projects to homeownership by tenants.

* You will be able to explain resyndication transactions and acquisition tax credits.

* You will be able to review purchase options and right of first refusal contracts for the main considerations entering into Year 15.

LIHTC Ownership Through Year 15
• An Overview of the LIHTC Ownership Structure
• Different Viewpoints of Parties in Approaching Year 15
• Planning for Year 15 (Physical, Financial, and Legal Condition of the Property)

Major Contractual Considerations
• Identifying Existing Restrictions
• How to Discuss With Equity Investor
• Year 1 Contracts (Purchase Options and Rights of First Refusal)

Resyndication and Tax Considerations
• Qap and Political Considerations for the Project
• Financial Considerations for Resyndications
• Eligibility for Acquisition Tax Credits

Homeownership Opportunities
• Extended Use Restrictions Preventing Homeownership Uses
• Lease Purchase Under Section 42(G)(C)
• Real Estate Considerations for Homeownership

Questions and Answers

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Jake Greenberg-Reno & Cavanaugh, PLLC, Stuart D. Poppel – Poppel Law LLC, Martin Walsh – Reno & Cavanaugh, PLLC