NCHMA Spring Meeting (2019)


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Thursday, April 4
Time Description

Executive Committee Meeting & Luncheon

Executive Session; NCHMA Officers Only


Welcome & Introductions


Housing Finance Agency Roundtable

Join state housing finance agency executives from the South East as they explore affordable housing policy issues including income averaging, opportunity zones, development cost issues, affordable housing preservation, QAP priorities and more.


  • Patrick Bowen, Bowen National Research MODERATOR
  • Marisa Button, Florida Housing Finance Corporation
  • Scott Farmer, North Carolina Housing Finance Agency
  • Ralph Perrey, Tennessee Housing Development Agency
  • Mark Shelburne, Georgia Department of Community Affairs
  • Sheila Stone, Virginia Housing Development Authority

Networking Break


Best Practices: Underwriting Income Averaging Deals

Explore how syndicators, lenders, developers and Housing Finance Agencies are currently underwriting transactions utilizing the new income averaging election. The panelists will discuss best practices regarding comp selections, rent derivations, capture rates and more. Learn from innovative developers about their strategies and approaches to structure these transactions, marketing opportunities and the varying challenges they face as they develop new communities.



Networking Break


State-Of-The-Art: Affordable Housing Case Studies

Explore innovative affordable housing development case studies from across the region. Learn from leading developers as they share their financial structures and strategies for structuring state-of-the-art multifamily transactions.


Networking Reception

Open to all attendees. 


Optional Networking Dinner

Open to all registrants. Separate registration required.

Friday, April 5
Time Description

NCHMA Committee Meetings

RSVP Requested; Membership Not Required.


HUD Multifamily Developments: MAP Guide & FHA Updates

Explore the latest multifamily policy developments from HUD and FHA.  Highlights will include RAD, preservation policy and updates on multifamily lending programs.

  • Margaret Allen, AGM Financial Services
  • Scott Allen, Newmark Knight Frank
  • Bart Goldberg, Federal Housing Administration/U.S. Department of Housing and Urban Development
  • Bob Lefenfeld, Real Property Research Group, Inc. MODERATOR
  • Ted Toon, Federal Housing Administration/U.S. Department of Housing and Urban Development

Networking Break


Open Forum: Market Study Panel

Market analysts and other housing professionals discuss income averaging, opportunity zones, state-specific market study requirements, and considerations around rural development and RAD.

  • Jennifer Atkinson, Mitchell Market Analysts, Inc.
  • Jonathan Beery, Valbridge Property Advisors | Allgeier Co.
  • Rachel Denton, Novogradac MODERATOR
  • Tad Scepaniak, Real Property Research Group, Inc.

Networking Lunch


Valuing Affordable Housing and LIHTC Properties

Take an insiders look at how investors and developers approach the valuation of affordable housing properties and partnership interests at various stages in the life-cycle of a project.

  • Derek DeHay, ARA Newmark
  • Bud Clarke, MAI Boston Financial Investment Management MODERATOR
  • Chris Dischinger, LDG Development
  • Luan Nguyen, Cinnaire
  • Brett Pelletier, Kirk & Company

Networking Break


Updates to Census Data Availability

Recent policy changes from the US Census Bureau may have a significant impact on the availability of demographic data.  Explore how these changes will impact affordable housing policy development and market analysis.


Conclusion of Sessions

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