Thursday, August 24, 2023

California's Experts on Affordable

Housing Finance, Advocacy & Policy

Save the Dates: Housing Finance Training Series

The California Housing Partnership is pleased to announce a 3-part Housing Finance training series. These trainings will be virtual Zoom events. Stay tuned for registration details! 



Monday, September 18 — 9:30 AM - 11:30 AM

This training will introduce the basic fundamentals of the federal Low Income Housing Tax Credit (LIHTC) program.

  • What is a tax credit?
  • Federal eligibility and affordability requirements
  • Differences between 9% and 4% credits
  • Calculating LIHTC credits and equity
  • Basic ownership structure of a limited partnership

2 hours


Tuesday, September 26 — 9:30 AM - 12:00 PM

Builds on the LIHTC 101 foundational training to provide an overlay of specific requirements for developments in California.

  • California state tax credits
  • State eligibility and affordability requirements
  • Threshold Basis Limits
  • TCAC underwriting requirements
  • Competitive 9% LIHTC allocation system

2.5 hours

Tax-Exempt Bonds 101

Monday, November 6 — 9:30 AM - 12:30 PM

This session from the Partnership will provide participants an introduction to the basics of using tax-exempt bond financing in affordable housing developments, as well as an overview of California’s competitive allocation process. Topics covered include:

  • What is a tax-exempt bond and why are they used?
  • Deal structure and participants
  • Technical requirements: 50% Test, Good costs vs. Bad costs
  • Process of obtaining a bond allocation
  • Competitive CDLAC scoring system

3 hours

All three sessions are live, interactive events held via Zoom. No recordings will be provided.

Cost per Session: $100 for Nonprofit/Government, or $75 for Nonprofit/Government with 3 - 8 attendees

About the California Housing Partnership
The California Housing Partnership creates and preserves affordable and sustainable homes for Californians with low incomes by providing expert financial and policy solutions to nonprofit and public partners. Since 1988, the Partnership's on-the-ground technical assistance, applied research, and legislative leadership has leveraged $25 billion in private and public financing to preserve and create more than 75,000 affordable homes. |
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