Other Resources

Meyer Sustaining Portfolios Strategy - Analysis of Performance and Trends
Preservation Guide, City of Seattle

The following resources are addendums which have been provided on CD as part of the Preservation Guide:

  • Project Abstract Template
  • Template for summarizing project compliance, reserve, loan terms and other project information.
  • Project Abstract Template 339kb
HDC Replacement Reserve Model for Oregon

This format incorporates the Replacement Reserve Application Form required by Oregon Housing and Community Services. Documents include:

HDC Replacement Reserve Model for Other States
LIHTC Year 15 Information
  • Transition Plans for Year 15 Sponsors
  • Housing Development Center description for owners on positioning your property for a positive Low Income Housing Tax Credit Year 15 transition.
  • Transition Plans for Year 15 Sponsors 346kb
  • Enterprise Year 15 Training Model (sample)
  • Sample Year 15 analysis tool for calculating Year 15 exit costs based on fair market, debt plus taxes and other sales formulas typical to Year 15 transactions.
  • Enterprise Year 15 Training Model (sample) 176kb
  • Enterprise Year 15 Training Model (blank)
  • Blank template for Year 15 analysis tool for calculating Year 15 exit costs based on fair market, debt plus taxes and other sales formulas typical to Year 15 transactions.
  • Enterprise Year 15 Training Model (blank) 176kb
Asset Management Resources
Comprehensive Development Resources
  • HDC Development Task Grid
  • The Development Task Grid is a tool that HDC developed to help clarify roles and responsibilities among affordable housing development team members.
  • HDC Development Task Grid 19kb
Program & Policy Development Resources
  • King County Portfolio Study
  • An Assessment of the Financial Sustainability of King County’s Affordable Housing Rental Portfolio.
  • King County Portfolio Study 603kb