Sponsor Directory

Diamond Sponsors

Bank of America

As you work to transform lives and communities, connect with more than 30 years of community development experience, expertise, and commitment at Bank of America Merrill Lynch. Whether you need tax credit investments, flexible lending, or other financial services, we can help you move projects to completion. We’ve committed $1.5 trillion to community development over the last ten years, and our unique business model includes the nation’s first, largest and most active bank-owned Community Development Corporation.

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Valerie A. Williams, SVP, Relationship Manager
901 Main Street, 20th Floor
Dallas, TX 75202-3714
214-209-3219; valerie.a.williams@baml.com
www.bankofamerica.com/community

Sapphire Sponsors

CohnReznik

CohnReznick is one of the largest accounting, tax, and advisory firms in the United States and a leader in the specialized community development and affordable housing industry practice. We provide compliance, advisory, and tax consulting for clients across the LIHTC, Opportunity Zone, and tax credits spectrum including developers, investors, syndicators, and public housing agencies.

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Matt Stille, Partner
816 Congress Avenue, Suite 200
Austin, TX 78701
512-494-9100; matt.stille@cohnreznick.com
www.cohnreznick.com

J4 Development

J4 Development provides multifamily general contracting services nationwide for LIHTC owners and developers. Specializing in Affordable, Workforce, Senior, and Adaptive Reuse housing. The organization began in 2004 in Texas, and over the past 14 years has expanded its footprint into 38 states. J4 began working on its first LIHTC projects in 2006. Since then, the company has successfully completed affordable housing projects in 16 states. The majority of these were financed with HUD 221(D)4 loans. With over $400 million in completed projects, J4 Development has solidified itself as one of the premier general contractors in the LIHTC Multifamily Industry.

Chris Darby
1700 Jay Ell Drive, Suite #100
Richardson, TX 75081
Tel: 972-930-7075 ext113; Mobile: 214-498-5183
Fax: 972-739-5073; cdarby@j4development.com
www.j4development.com

JP Morgan Chase Bank

We take pride in working to develop vibrant and diverse communities capable of sustaining a high quality of life and economic opportunity. Our Community Development Banking business provides loans, investments, and community development services that meet the needs of low and moderate-income households and communities across the U.S. As a national leader in community development, we’re dedicated to strengthening communities by expanding access to capital, providing leadership by example, and delivering the comprehensive solutions of our global bank.

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David H. Saling
Executive Director/Senior Commercial Banker
221 West Sixth Street, Floor 2
Austin, TX 78701
512-479-2218; david.h.saling@chase.com
www.chase.com/cdb

R4 Capital

R4 Capital is a nationwide affordable housing tax-credit syndicator, lender, and asset manager. Since 2012, R4 Capital has raised and managed more than $2.5 billion of LIHTC equity from more than 80 institutional investors in 17 multi-investor funds and eight proprietary funds. In 2016, R4 Capital launched R4 Capital Funding, a tax-exempt lending business that provides mortgage capital for affordable multifamily housing properties. Since inception, R4 Capital Funding has closed over $800 million of tax-exempt debt. Learn more at R4cap.com.

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Marc Schnitzer, President and CEO
780 Third Ave., 16th Floor
New York, NY 10017
646-576-7659; MSchnitzer@r4cap.com
www.R4cap.com

Platinum Sponsors

Capital One Bank

Capital One Bank services customer accounts through the Internet and mobile banking, as well as through cafés, ATMs, and branch locations in multiple locations in Texas. Capital One recognizes that housing plays a crucial part in neighborhood revitalization, and since 2007 has invested $10.1 billion in affordable housing through loans and investments, helping to create more than 116,400 safe, affordable units. To learn more, visit www.capitaloneinvestingforgood.com.

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Dave Musial
5444 Westheimer Road
Houston, TX 77056
213-532-5706; david.musial@capitalone.com
www.capitaloneinvestingforgood.com

Portfolio Resident Services

For over 20 years, PRS is a nonprofit organization dedicated to establishing resident service programs within affordable and conventional housing communities. We design, staff, implement and track programs that proactively assist residents in both the short and long term resulting in a stronger community improving asset performance. PRS is one of the largest third-party providers in the nation.

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3701 Kirby Drive, Suite 860, Houston, TX 77098
713-526-6634; frontdesk@ti-f.org
www.portfolioresidentservices.org

 

RBC Capital Markets

RBC Capital Markets Tax Credit Equity and Housing Finance Groups provide equity capital by utilizing Federal and State LIHTC, HTC, NMTC and RETC programs, and offer a complete range of multifamily solutions to meet the needs of developers, investors, PHAs and HFAs. Since its inception, RBCCM-TCEG raised over $10 billion of equity, including $667MM RBC RETC Direct Investments, and has 966 assets nationwide. In 2018, RBCCM served as senior manager on 93 housing finance projects raising over $3.8 billion for clients and ranked as the No. 1 underwriter in the country for single and multifamily housing issues.

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RBCCM Community Investments
Dan Kierce, Managing Director
216-875-6043; daniel.kierce@rbccm.com
www.rbccm.com/tceg

RBCCM Housing Finance Group
Helen Feinberg, Managing Director
727-502-3631; helen.feinberg@rbccm.com

 

Seldin Company

Seldin Company is a leading multifamily property management organization with over 95 years of industry experience. Seldin manages over 15,000 apartment homes across seven states, including luxury apartments, HUD-assisted and Housing Tax Credit communities. We pride ourselves on being the benchmark for the property management industry with owners relying on our experienced team for timely, detailed reporting and strategic, customized management and oversight.

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Alicia Stoermer Clark, President/CEO
16910 Frances St. Suite 200 , Omaha, NE 68130
402-333-7373; alicia.clark@seldin.com
www.seldin.com

 

 

Wells Fargo

At Wells Fargo, we work hard to help our customers and communities succeed. As a leader in affordable housing lending and investing, we have a deep understanding of the industry and use that knowledge to develop competitive financial solutions for your project. Whether you need access to capital markets, construction or permanent financing, credit enhancements, or equity through the sale of tax credits, Wells Fargo can help you reach your financing goals.

Misty Ramsey, President/CEO
682-316-1299; misty.d.ramsey@wellsfargo.com
www.wellsfargo.com/affordablehousing

 

 

Gold Sponsors

Coats Rose

The Coats Rose Affordable Housing and Community Development Group has extensive experience and is focused on the development of affordable housing and inner-city revitalization. We represent forprofit developers, non-profit developers, and public housing authorities providing comprehensive solutions that utilize a variety of financing techniques, including low-income housing tax credits, CDBG Disaster Recovery Funding, private activity bonds, historic tax credits, HUD programs, investment syndication, and conventional financing. We have particular expertise in closing Public Housing RAD transactions.

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Barry J. Palmer, Director
9 Greenway Plaza, Suite 1000
Houston, Texas 77046
713-653-7395; bpalmer@coatsrose.com
www.coatsrose.com

Hudson Housing Capital

Hudson Housing Capital provides customized financial services to residential real estate developers and investors. Owned and managed by professionals with decades of experience in the industry, Hudson builds its business on long-term relationships, extensive expertise, and the ability to craft transactions uniquely tailored to each customer’s needs. Founded in 1998, Hudson has syndicated over 526 low-income housing tax credit investments— preserving or creating over 54,857 multi-family rental units. The firm has placed more than $5.478 Billion in equity. Our breadth of expertise encompasses desirable units for families, seniors, special needs, assisted living – virtually every type of property option offered in the market.

Sam Ganeshan / Joshua Lappen
630 Fifth Avenue 28th Floor, New York, NY 10111
212-218-4469; 212-218-4446
sam.ganeshan@hudsonhousing.com
josh.lappen@hudsonhousing.com
www.hudsonhousing.com

Locke Lord

Locke Lord’s Affordable Housing Group provides comprehensive legal services to those who develop, own, manage, finance, and oversee affordable housing across the country. We combine a keen understanding of the business with our legal experience to provide effective advice and service to our clients. Over the years, we have closed thousands of transactions nationwide, addressed compliance and regulatory matters, advocated for change in legislation and rules, and implemented preservation strategies. Our team has the key to success in your affordable housing endeavors.

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Cynthia L. Bast, Partner
600 Congress Avenue, Suite 2200
Austin, TX 78701
512-305-4700; cbast@lockelord.com
www.lockelord.com

Shackelford, Bowen, McKinley & Norton, LLP

Shackelford, Bowen, McKinley & Norton, LLP is a Dallas based law firm with expertise in the following areas: corporate, aviation, tax, banking, securities, mergers and acquisitions, private equity, real estate, estate planning, wealth protection, family law, entertainment, and multifaceted litigation. The real estate practice group focuses on all aspects of real estate ownership, leasing, financing, and development of various real estate products, including affordable housing, multifamily, retail, office, mixed-use and golf resort properties.

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Kim Meredith
9201 N. Central Expressway, Fourth Floor
Dallas, TX 75231
214-780-1400; kmeredith@shackelfordlaw.law
www.shackelfordlaw.law

Silver Sponsors

Bonneville Multifamily Capital

Bonneville Multifamily Capital is a national lender with a reputation for personal service. We focus on HUD/FHA and Multifamily USDA loans and are the largest originator of USDA 538 loans in the country with over 300 closings. These federally backed loans are an excellent source of low-interest rate, high LTV, long amortization, for rural multifamily housing projects.

Chris Mullen
111 Main St., Suite 1600
Salt Lake City, UT 84111
801-323-1076; cmullen@bmcslc.com
www.bmcslc.com

 

CBRE Affordable Housing

At CBRE Affordable Housing, we provide the market intelligence and expertise that enhances decision making and a team that provides transaction execution confidence. Insight achieved from three vertically integrated affordable housing services—investment sales, debt, and structured finance, and investment banking—and a transaction track record created from the most experienced team in the industry, allow us to leverage real-time buyer, seller, and capital knowledge in order to provide industry-leading advice and results.

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Robert Sheppard, Managing Director, Vice Chairman
1420 Fifth Ave, Suite 1700
Seattle, WA 98101
206-830-6464; affordablehousing@cbre.com
www.cbre.com/affordablehousing
@CBREAffordable

CREA, LLC

At CREA, LLC, we are more than capital providers. We are partners. We specialize in low-income housing tax credits, forming long-term relationships with investors and developers that cultivate success and improve lives. CREA is headquartered in downtown Indianapolis and has offices in Austin, Boston, Chicago, New York, Portland, San Diego, and Sarasota. More information can be found online at www.creallc.com.

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Margie Todd
30 South Meridian Street
Suite 400
Indianapolis, IN 46204

Dauby O'Conner & Zaleski, LLC

Dauby O’Connor & Zaleski, LLC (DOZ) provides accounting, consulting, and tax services to participants in multi-family housing communities. DOZ is well versed in projects financed through HUD, RD, Tax-Exempt Bonds, and Low Income Housing Tax Credits with a client base that spans the United States. Our intense focus in the affordable multi-family housing arena, coupled with a centralized operational location, differentiates DOZ from other national firms. The result is a client experience that stands alone.

Blake Schrader
501 Congressional Blvd, Suite 300
Carmel, IN 46032
317-848-5700; bschrader@doz.net
www.doz.net

Diamond Property Consultants

Diamond Property Consultants, Inc. (DPC) has been serving the multifamily housing industry since 1999, creating positive business results for property owners, managers, developers, and lenders. The DPC team of experienced professionals specialize in utility allowance studies, including the Energy Consumption Model (ECM) and Written Local Estimate (WLE). DPC’s utility allowance services are ideal for all types of LIHTC properties with any utility mix that require an approved alternative utility allowance methodology.

Jim Beats
2113 Kings Pass, Heath, TX 75032
Tel: 972- 475-9977 ext. 101; Mobile: 972- 672-7681
Fax: 972-771-8288; jbeats@dpcservices.net
www.dpcservices.net

Goodman Manufacturing

We’ve been building Goodman® brand air conditioning and heating equipment since 1982. Given our more than three decades of experience in the heating and cooling business, home builders and home owners can be assured that Goodman brand air conditioning and heating systems meet the highest industry standards and are installed by some of the best and most experienced professionals in the industry. When you choose the Goodman brand, you can rest assured that you’ll receive a refreshingly affordable product that’s covered by what we believe to be the best product warranties in the heating and cooling industry.

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Dick Rydzeski, Director National Accounts
5151 San Felipe, Suite 500, Houston, TX 77056
713-263-5249; dick.rydzeski@goodmanmfg.com
www.goodmanmfg.com

Herman & Kittle Properites

For over 70 years, Herman & Kittle Properties, Inc. (HKP) has developed and managed multifamily homes and is ranked #6 on Affordable Housing Finance’s “AHF 50” list of the nation’s largest affordable housing developers.  We specialize in the development, construction, and management of over 155 multifamily properties, providing homes for 35,000 families throughout the Midwest and the South.  To learn more about us, please visit www.hermankittle.com.

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Jessica Mullins, Development Director
500 E 96th St #300,
Indianapolis, IN 46240
713-344-7055; jmullins@hermankittle.com
www.hermankittle.com

Highridge Costa

Highridge Costa is among America’s leading developers, financiers, owners and operators of affordable workforce and senior apartment communities. With 27,000 units across 280 apartment communities invested in and developed, Highridge Costa brings tremendous development experience to the table and has formed strong relationships with institutional lenders and public-sector agencies alike. At Highridge Costa, we are committed to creating high-quality, affordable housing through building living communities that meet both individual and city growth planning needs.

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Moe Mohanna, President
Highridge Costa Development Company
330 W. Victoria St, Gardena, CA 90248
424-258-2800; www.housingpartners.com

JLL Capital Markets

JLL is a full-service global provider of capital solutions for real estate investors and occupiers. Our U.S. Capital Markets specialists completed over $59 billion in sales and finance transactions in 2018. As one of the nation’s largest multifamily agency lenders(1), we maintain strong relationships with Fannie Mae, Freddie Mac, and HUD/GNMA. Our dedicated affordable housing team completed over $1.2 billion in deals in 2018, and we have a loan servicing portfolio totaling over $6.3 billion in affordable housing loans. 1Agency/GSE lending and loan servicing is performed by Jones Lang LaSalle Multifamily, LLC, a wholly owned in directsubsidiary of Jones Lang LaSalle Incorporated. Loans made or arranged in California are pursuant to a California Financing Law license.

Tim Leonhard, Managing Director
625 West College Street
Grapevine, Texas 76051
817-310-5800; tim.leonhard@am.jll.com
www.us.jll.com/multifamily

KeyBank Real Estate Capital

KeyBank Community Development Lending and Investment provides capital solutions for affordable housing and community development projects in urban and rural communities across all 50 states. As one of the nation’s premier affordable housing capital providers, we offer one-stop-shop debt and equity capabilities that bring together balance sheet, equity, and a variety of permanent loan offerings. KeyBank is a Fannie Mae DUS Lender, a Freddie Mac Seller/Servicer and TAH Lender, and an FHA MAP and 223(f) LIHTC Pilot Lender.

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Hector Zuniga
512-660-9401
hector_x_zuniga@keybank.com
www.keybank.com

National Equity Fund

National Equity Fund, Inc. is a non-profit Chicago-based affiliate of the Local Initiatives Support Corporation and one of the nation’s leading Low Income Housing Tax Credits syndicators. We have played an integral role in creating affordable housing options, revitalizing communities, and strengthening local economies since 1987. Our investments total more than $15.3 billion in 2,687 LIHTC developments, which created 176,804 affordable homes for low-income families and individuals.

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Jason Aldridge, Vice President
Dallas, Texas
972-741-5150; jaldridge@nefinc.org
www.nefinc.org

Norris George & Ostrow PLLC

Norris George & Ostrow PLLC, a Washington, D.C. law firm, specializes in tax-exempt municipal bond finance and other taxable structured debt financings. With over 175 years’ attorney experience in tax-exempt multifamily rental housing bond financings, NGO attorneys played a major role in developing today’s tax exempt loan structures, short-term cash backed tax exempt bonds, the Freddie Mac TEL structure, and the Fannie Mae M.TEBs program, closing over 400 multifamily financings in the last 3 years.

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Wade Norris, Managing Member
1627 I St., N.W., Suite 1220,
Washington, DC 20006
202-973-0103; wnorris@ngomunis.com
www.ngomunis.com

Novogradac & Company, LLP

Novogradac & Company LLP is a national certified public accounting and consulting firm with over 25 offices nationwide. Our clients represent a broad range of industries, with an emphasis in real estate. We work extensively in affordable housing, community revitalization, rehabilitation of historic properties, renewable energy and the opportunity zones (OZ) incentive and provide our clients with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services.

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George Littlejohn, Susan Wilson, Phong Tran,
Nick Hoehn, John Cole, Tiffany French
11044 Research Blvd, Ste C-400, Austin, TX 78759
512-340-0420; www.novoco.com
george.littlejohn@novoco.com,
susan.wilson@novoco.com, phong.tran@novoco.com,
nick.hoehn@novoco.com, john.cole@novoco.com,
tiffany.french@novoco.com

Red Stone Equity Partners

Red Stone Equity Partners, LLC (“Red Stone Equity”) is a leading real estate investment firm specializing in the syndication of Low-Income Housing Tax Credits and Renewable Energy Tax Credits to facilitate the development of affordable multifamily rental housing and renewable energy projects, respectively. Red Stone Equity builds upon long-lasting relationships with investors and developers as it acquires, structures, and provides long-term asset management services to its institutional clients.

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Drew Foster, Director, Acquisitions
805 Third Avenue, 15th Floor
New York, NY 10022
646-690-6110; www.rsequity.com

Sonoma Housing Advisors, LLC

Sonoma Housing Advisors is consistently one of the top performers in this industry. Its leadership has more than 25 years of experience in the development and financing of quality apartments and townhomes. SHA has been directly involved in the application process, development, financing and/or construction of over 12,500 living units – and has received HOME, CDBG, and 9% or 4% housing tax credit awards every year since 1996. In 2018, Sonoma’s clients closed more than $150 million in 4% and 9% transactions totaling approximately 1,250 units.

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214-608-7201
www.SonomaAdvisors.com

Tidwell Group

Tidwell Group is a full-service accounting and consulting firm that specializes in the real estate and construction industries. Our experienced professionals serve all asset classes within the affordable housing industry. Our expertise ranges from low-income housing tax credits, bond and conventional financing, HUD compliance and reporting and USDA-Rural Development compliance and reporting. Our focus is on developing long term client relationships through value-driven results. Our team is ready to roll up our sleeves and make an immediate impact on your business. Our expertise, partnership mentality, and hands-on approach enable us to offer advice and new opportunities to improve your business.

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Christopher N. Thomas, CPA
Office Managing Partner – Austin Office
1080 N. Mopac Expressway, Building 1, Suite 130
Austin, TX 78759
512-693-2181; Chris.Thomas@TidwellGroup.com
www.TidwellGroup.com

Wilhoit Properties

Wilhoit Properties is dedicated to providing high-quality, accessible, and affordable housing for today’s family or senior resident. Founded in 1969, our core strength is a corporate team that delivers hundreds of years of combined experience in property management. Currently, we manage 217 properties in 15 states, including 37 developments & 4,000+ units in the Lone Star State, of which all were development utilizing LIHTC. When a need or opportunity arises, make Wilhoit Properties your welcome home to affordable housing solutions.

Jamie McDonald, Vice President of Development
Paula Wilhoit, Vice President
1329 E. Lark, Springfield, MO 65804
417-883-1632; jmcdonald@wilhoitproperties.com
pwilhoit@wilhoitproperties.com
www.wilhoitliving.com

Bronze Sponsors

AGM Financial Services, Inc.

The FHA Expert - It’s All We Do! Financing Multi-family Communities AGM arranges federally insured mortgages for apartment projects under FHA’s MAP (Multifamily Accelerated Processing) program. AGM is also an approved Lender for FHA’s Low Income Housing Tax Credit Pilot Program and is very active in the Rental Assistance Demonstration (RAD) Program. AGM closed $500,000,000 in 2018.

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Margaret Allen, CEO
20 South Charles Street, Suite 1000
Baltimore, MD 21201
443-573-2045; mallen@agmfinancial.com
www.agmfinancial.com

Alliant Capital, Ltd.

Founded in 1997, Alliant Capital, Ltd., has established itself as one of the nation’s top sponsors in syndication volume and has an unparalleled track record of success. Alliant has raised over $7.4 billion in investor equity and invested in over 970 properties comprised of over 99,000 LIHTC units.

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Jennifer Erixon
21600 Oxnard St., Suite 1200, Woodland Hills, CA 91367
303-916-6311; jen.erixon@alliantcapital.com
www.thealliantcompany.com

Amegy Bank

As one of the most stable corporate trust providers in the country, we have earned the reputation for integrity and responsiveness to customer needs.
Our success is closely aligned with the way we do business, particularly in our commitment to our customers. We have the resources and flexibility to execute even the most difficult of transactions and a staff of highly qualified trust professionals to lend invaluable experience and expertise. Visit www.amegybank.com/corporatetrust for more information.

Mary Jane Henson, Sr. Vice President
713-232-6036; maryjane.henson@amegybank.com
Sara Hale, Senior Vice President
281-297-7944 | 281-814-1292 mobile
sara.hale@amegybank.com
www.amegybank.com

 

Auto-Out Cooktop Fire Protection

Loss of rental income, expensive rebuilds, and increased insurance premiums; cooking fires are detrimental to your bottom line. Auto-Out® stovetop fire suppressors offer 24/7 automatic protection from cooking fires, the No. 1 cause of residential fires. We are the manufacturer and ship direct, all with no middle man price mark-up. Auto-Out helps keep your units in service, producing income, and limits your loss history for insurance purposes. If you’re not using Auto-Out, you’re playing with fire!

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1911 Windsor Place
Fort Worth, TX 76110
817-924-1370
Robin Williams, Vice President
r.williams@auto-out.com
Kelli Esposito, Account Manager
k.esposito@auto-out.com
www.auto-out.com

 

Baker Tilly Virchow Krause, LLP

Baker Tilly is a full-service accounting and advisory firm whose specialized professionals help developers, lenders, and investors succeed through investment in quality affordable housing projects throughout the US. Our team provides the knowledge needed to navigate complex government regulations and capitalize on funding. From conceptualization and transaction structuring to asset disposition and beyond, Baker Tilly delivers innovative ideas, strategies, and solutions that enable clients to move forward with confidence and meet their business objectives.

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Michael Ross, Partner
2801 Via Fortuna Suite 300, Austin, TX 78746
512-975-7290; michael.ross@bakertilly.com
www.bakertilly.com

 

Betco Housing Lab

HOUSING LAB PROVIDES MULTI-FAMILY HOUSING DEVELOPMENT SERVICES to a range of clients varying from small development groups just getting started in the affordable housing industry to seasoned and very successful development companies. Dependent upon the level of experience of the client, services are tailored to meet needs and desired outcome. Our approach when working with a client is to carefully customize our services to ensure the success of our clients and their real estate developments. We offer comprehensive real estate development services from site selection to post-award activities.

Lora Myrick, President
2201 Northland Drive, Austin Texas 78756
(512) 785-3710; lora@betcohousinglab.com
www.betcohousinglab.com

 

Blazer Building

Blazer Building founded in 1978 as a general construction company focused on delivering high quality product on an expedited schedule at the best possible value. Blazer is dedicated to providing personalized attention to our clients, believing strongly in a relationship-based approach to business. Blazer provides construction services through a number of platforms including General Contracting; Self-Performed Work; Construction Management; and Design-Build. Over our 40 year history, Blazer Building has overseen the construction of more than 40,000 apartment homes totaling over $2 billion in contract value.

Jim Wanja
Voice: 713-914-9200; Fax: 713-914-9292
Direct: 281-833-1083
jwanja@blazerbuilding.com
www.blazerbuilding.com

 

BOK Financial

BOK Financial is one of the top 25 U.S. based banks. It offers a wide range of services to the affordable housing industry, including successor trustee, bond trustee, custody, paying agent and escrow agent from our Corporate Trust group and an array of debt (construction and permanent) and equity solutions from our Community Development group. BOK Financial offers strength and stability with a personal approach to develop customized client solutions.

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Pamela M Black, CCTS/SVP
Regional Corporate Trust Manager
Tel: 817-348-5797; Mobile: 817-889-2889
pblack@bokf.com
Lisa E Albers, SVP Community Development
Tel: 918-588-6420; lalbers@bokf.com
www.bokf.com

 

Boston Capital Corporation

Boston Capital is a real estate investment and advisory firm with 45 years of experience in equity investments in affordable multifamily housing and market rate communities. Boston Capital’s holdings include 1,405 multifamily properties in all 50 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, and Guam, constituting 115,500 apartments with a development cost of $20.6 billion. Boston Capital is one of the largest owners/investors of apartment properties in the United States. www.bostoncapital.com

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Mr. Tom Dixon, Vice President
1 Boston Place, Suite 2100
Boston, MA 02108
310-339-4376; tdixon@bostoncapital.com
www.bostoncapital.com

 

Broaddus Construction

“We exist to advocate for the Owner and dramatically improve the building process.” Broaddus Construction is part of The Broaddus Companies, a
multi-faceted organization ranked nationally by Engineering News Record which has managed over $10 billion dollars in project value over the past
decade. Broaddus has successfully built fast-track multi-family projects across Texas with various funding models and delivery methods including HUD 221(d)(4), Public Private Partnerships with Chapter 380 Agreements, Design-Build, and Integrated Project Delivery.

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David Bowlin, President
1301 S. Capital of Texas Hwy, A-302
Austin, TX 78746
512-289-2929; Bowlin@BroaddusUSA.com
www.BroaddusUSA.com

 

Capstone Compliance Services

Serving our peers in the affordable housing industry, Capstone provides both remote and onsite compliance services customized to our clients’ needs. Our proprietary processes have proven to establish solid onsite compliance systems, reduce risk of lost credits and improve the industry reputation of our clients.

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D. Michael Boone, Jr., CPM
210 Barton Springs Road, Ste 300
Austin, TX 78704
Tel: 512-646-6700; Direct: 512-492-7022
Fax: 512-646-6798
mike.boone@capstonemanagement.com
www.capstonemanagement.com

 

Carleton Management Services

The Carleton Management Services team is dedicated to achieving the financial goals of our owners by efficiently operating and maintaining their assets. We strive to control costs, drive revenue growth, and achieve operating goals while enhancing the lives of the residents we serve and the properties in which we operate. Our team is focused on providing expert property management with integrity Carleton Management Services and a commitment to service.

3301 Airport Freeway Ste. 210
Bedford TX, 76021
817-532-3155
www.Carletonms.com

 

Centrant Community Capital

Centrant Community Capital is a mission-driven lender, leveraging the resources of the banking industry to finance affordable multifamily housing. Established in 1990, we offer first-lien permanent debt that consistently meets the needs of our borrowers, provides a range of benefits to our member banks, and strengthens the communities we serve together. To date, we’ve provided $415 million in loans to support the development of more than 22,000 units in over 400 communities across the Southeast.

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David R. Bennett
P.O. Box 19999
Raleigh, NC 27619
984-344-9992; david@centrant.org
www.centrant.org

 

Churchill Stateside Group LLC

Churchill Stateside Group and its wholly-owned affiliates (CSG) serve the affordable housing and renewable energy industries. The company’s investor and developer clients benefit from our experienced staff and proactive senior leadership. CSG sponsors tax credit equity investment funds and provides construction and permanent financing solutions. CSG is an approved USDA Rural Development and HUD/FHA MAP and LEAN lender, Ginnie Mae Issuer and a Bond Underwriter for 4% bond transactions.

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Dan Duda, Senior Vice President
915 Chestnut Street
Clearwater, FL 33756
727-269-5198; dduda@csgfirst.com

 

Davis-Penn Mortgage Co.

Davis-Penn Mortgage Co. is a full-service FHA Lender, dedicated to providing our clients financing solutions across the country.  We offer loan programs for acquisition, refinance, rehabilitation and construction of affordable housing and market-rate multifamily communities.  Our affordable experience includes 4% and 9% tax credits, Section 8, RAD and LIHTC transactions. As a HUD, MAP originator and GNMA seller/servicer, we offer our clients comprehensive FHA service through origination, application, loan closing and real estate mortgage servicing.

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Ray Landry / Kristin Welch
12650 N. Featherwood Dr. Suite 120
Houston, TX 77034
281-481-2400
rayl@davispenn.com; kristinw@davispenn.com
www.davispenn.com

 

DMA Development Companies

DMA Development Company, LLC has developed 32 apartment communities totaling nearly 2,700 units, primarily financed through the Housing Tax Credit Program. While most of the company’s portfolio is in the State of Texas, DMA Development has also developed apartment communities in Georgia and the District of Columbia. Through affiliated entities, DMA self-manages its portfolio while also providing third-party property management services and development consulting services.

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Diana McIver, President
4101 Parkstone Heights Drive, Suite 310
Austin, TX 78746
512-328-3232; dianam@dmacompanies.com
www.dmacompanies.com

 

Dominium, Inc.

Founded in 1972, Dominium is a Minneapolis-based owner, developer, and manager of apartment communities nationwide. Dominium is #2 on Affordable Housing Finance’s “AHF 50” list of the nation’s largest affordable housing owners. With more than 33,000 owned and/or managed units at over 200 sites in 22 states, Dominium is known for creative solutions to unique and challenging development projects and management expertise. We are proud to say we own and manage 38 wonderful properties in the great state of Texas, all of which have TDHCA affordable programs, representing over 5,700 units and employing over 140 people. For more information, visit www.dominiumapartments.com.

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Jeff Spicer, Vice President and Project Partner
2905 Northwest Boulevard, Suite 150
Plymouth, MN 55441
763-392-9875; jeff.spicer@dominiuminc.com
www.dominiumapartments.com

 

Enterprise/Bellwether Enterprise

Enterprise/Bellwether Enterprise: the leading national team putting capital to work for communities across the country. From Low-Income Housing Tax Credit and New Markets Tax Credit equity, to long-term conventional and affordable housing products, we are the industry’s most competitive and creative capital provider and servicer. That’s capital on a mission.

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Reagan Maechling, Phil Melton
15660 N. Dallas Parkway, Suite 850
Dallas, TX 75248
469-729-7677
rmaechling@enterprisecommunity.com
pmelton@bwecap.com
www.EnterpriseCommunity.com
www.BellwetherEnterprise.com

 

FDI Property Management Group, Inc.

FDI Management Group is a full service, property management company specializing in affordable housing communities. FDI provides a broad range of services focused on the individual needs of each community and client’s objectives. Our team of experts provide decades of experience in New Construction, Acquisition Rehab, Lease ups, Compliance monitoring, and the Stabilization of assets. FDI provides management services in Texas and Louisiana.

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Diane Kinney, Principal
26303 Oakridge Drive
Houston, TX 77380
281-367-5222; dkinney@fdimgt.com
www.fdimgt.com

 

Federal Home Loan Bank of Dallas

The Federal Home Loan Bank of Dallas is one of 11 district banks in the FHLBank System created by Congress in 1932. FHLB Dallas, with total assets of $69. billion as of March 31, 2019, is a member-owned cooperative that supports housing and community investment by providing competitively priced loans and other credit products to approximately 825 members and associated institutions in Arkansas, Louisiana, Mississippi, New Mexico, and Texas. For more information, visit fhlb.com.

Steve Matkovich, Senior Affordable Housing Analyst
Bruce Hatton, VP, AHP Manager
8500 Freeport Pkwy. South, Irving, TX 75063
800-362-2944; ahp@fhlb.com
www.fhlb.com

Fox Energy Specialists

Fox Energy Specialists, a division of The Nelrod Company, provides energy code and green energy efficiency program consulting, performance testing and field verifications for single- and multifamily projects. Certified team members will support all your energy needs. Services include energy plan review and compliance modeling, IECC inspections, testing, or green programs such as National Green Building Standard (NGBS), ENERGY STAR, Enterprise Green, and the EPA ES Portfolio Manager program for the HUD MIP program.

Johnnie Watson, Director of Multifamily Services
3301 West Freeway
Ft. Worth, TX 76107
Direct: 817-546-0160 Ext.141
Mobile: 817-819-2955; Fax: 817-546-0161
jwatson@foxenergyspecialists.com
www.FoxEnergySpecialists.com

Bronze Sponsors

Galaxy Builders, LTD

For over two decades, Galaxy Builders, Ltd., has built a reputation for excellence, commitment, and trust. Based in San Antonio, Texas, Galaxy is a leading general contractor, specializing in multifamily construction throughout the Southwest. Galaxy’s award-winning management teams have built over 20,000 units representing more than $1 billion worth of projects. From large-scale senior living to affordable housing, Galaxy delivers timely, budget-aware projects. Follow our LinkedIn @GalaxyBuildersLtd.; Like our Facebook at GalaxyBuildersLtd.

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Neilesh Verma, President
4729 College Park
San Antonio, TX 78249
210-493-0550; neileshv@galaxybuilders.com
www.galaxybuilders.com

Gulf Loss Consultants

Roddy S. Jerkins has been a licensed (All-Lines) adjuster since 1996, working for the largest insurance carriers in the U.S. However, in 2007, after handling hundreds of litigated Hurricane “Katrina” claims for a State Fair Plan Insurance provider, Roddy decided to switch sides and become an advocate for the Homeowner/Property Owner. Since that time, his concentration has been to provide third-party expert witness services to the legal community and public adjusting in Texas, Louisiana, and Florida (additional state license(s) pending).

Gulf Loss Consultants, Inc.
19276 FM 1485
New Caney, TX 77357
PHONE: (281) 225-0085
Toll Free: (800) 419-0100

www.gulflossconsultants.com

Highland Commercial Mortgage, LLC

Highland Commercial Mortgage, is an FHA MAP-Approved Lender & Ginnie Mae Issuer providing loan origination, underwriting, and loan servicing for multifamily mortgages, affordable housing developments and senior living facilities across the country. We are Committed to your Vision.

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Leigh Anne Rula, Marketing Director
242 Inverness Center Drive
Birmingham, AL 35242
205-250-9010; leighanne@hcmd4.com
www.hcmd4.com

ITEX Group

Since 1981, ITEX has been building a portfolio that now encompasses more than 6,500 units representing more than $800 million in completed developments. ITEX specializes in development, investment, and management. ITEX provides a full range of services to its partners and owners. Our goal is to create value and maximize revenue for our partners. Services include investment analysis, property management, asset management, development, and much more.

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Chris Akbari, President
9 Greenway Plaza #1250
Houston, TX 77046
T: (713) 963-8660
F: (713) 963-8164
chris.akbari@itexgrp.com
www.itexgrp.com

Macrostie Historic Advisors

MacRostie Historic Advisors is the nation’s leading specialist in historic tax credits. We help developers navigate complex tax application processes and ease the path to additional equity for historic rehabilitation projects. After successfully completing thousands of historic tax credit projects around the country, we have the expertise and the relationships within the historic tax credit community to help projects draw every available dollar.

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Bill Macrostie, Senior Partner
1400 16th Street, Suite 420
Washington, DC 20036

D | 202.567.6055
M | 202.258.8881
www.macrostiehistoric.com

 

M&T Realty Capital Corporation

M&T Realty Capital Corporation® is a wholly-owned subsidiary of M&T Bank—one of the 20 largest US-headquartered commercial bank holding companies. As a full-service mortgage banking company, we provide competitive financing nationwide for affordable housing, multifamily, seniors housing, and commercial properties. We are a fully accredited Fannie Mae DUS® and Multifamily Affordable Housing (MAH) lender, a Freddie Mac Optigo® and Targeted Affordable Housing (TAH) Lender, and an approved FHA/HUD MAP and LEAN lender.

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Jeff Rodman, Affordable Housing Program Manager
Plano, TX

 

 

National Church Residences

With over 340 communities in 25 states and Puerto Rico, National Church Residences is the nation’s largest not-for-profit provider of affordable senior housing. Operating 31 properties in Texas, the organization is a leading provider of third-party property management services. Our proven management protocol results in cost-effective marketing, superior resident retention, and timely financial reporting. Additionally, National Church Residences is interested in acquiring senior properties for preservation through our $50 million Affordable Housing Investment Fund. For more information, visit www.nationalchurchresidences.org.

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2245 North Bank Drive
Columbus, OH 43220
210-680-9199
www.nationalchurchresidences.org

NRP Construction Services

A division of The NRP Group, NRP Construction, is a full-service general contractor specializing in multi-unit housing across the nation. We’re committed to providing high-quality pre-construction and general contracting services while developing trust and building relationships. With a quarter century of experience in over a dozen states, The NRP Group is able to leverage its unique perspective as one of the industry’s largest multifamily developers to create value for all types of multi-unit residential construction projects, from luxury and market-rate communities, to affordable, public-private partnership, HUD, student or senior housing in both urban and suburban locations. NRP Construction has delivered over 36,000 residential units nationally over the last 25 years, and over 10,000 in Texas over the last five years. While managing over 19,000 units nationally, our experience provides deep institutional knowledge of how properties must be designed and constructed to run efficiently over the long term.

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Chance Louis, Director of Construction Services
200 Concord Drive, Suite 900
San Antonio, TX 78216
210-487-7878; clouis@nrpgroup.com
www.nrpconstruction.com

Pavilion Construction, LLC

At Pavilion Construction, we understand our growth has been fueled by repeat business with satisfied clients. We have emerged as an industry leader through our focus on the client, establishing reputable contracting services at unparalleled standards. Pavilion Construction’s staff is made up of industry leading individuals who love to build. We are unified and passionate about achieving project goals and exceeding our client’s expectation.

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Brian Gerritz, President
2511 Broadbent Pkwy NE, Suite A
Albuquerque, NM 87107
Tel: 505-346-0085; Mobile: 503-704-4314
bgerritz@pavilionconstruction.com
www.pavilionconstruction.com

Phase Engineering, Inc.

Phase Engineering, Inc. is an environmental consulting firm that was founded in 1993. Our licensed  staff of environmental professionals annually perform over 1,000 Phase I Environmental Site Assessments (ESA),  Phase II ESAs, asbestos, lead, and mold inspections, property condition assessments, radon surveys,  wetland delineations and related environmental services nationwide. Additionally, we successfully partner with many TDHCA tax credit applicants to receive  NEPA Environmental Clearance for many programs including 221(d)4, HOME, CDBG, RAD, NHTF, and USDA.

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Tracy Watson, EP
5524 Cornish Street
Houston, TX 77007
713- 854-8670; tracy@phaseengineering.com
www.PhaseEngineering.com

PNC Real Estate

PNC Real Estate is a leading provider of banking, financing and servicing solutions for commercial real estate clients across the country. Our comprehensive array of capabilities includes acquisition, construction and permanent financing for public and private developers and investors; agency financing for multifamily and seniors housing properties; and debt and equity capital for the affordable housing industry. And, through Midland Loan Services, we provide third-party loan servicing, asset management, and technology solutions.

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Nora Keane, Assistant Vice President
nora.keane@pnc.com
www.pnc.com

Rainbow Housing Assistance Corp

Rainbow “Lifting Lives” is a nonprofit organization that provides serviceenriched housing programs for residents of rental housing communities throughout the country. Offering services, which focus on community and promote the self-sufficiency of the residents, have been proven to increase the financial viability of multifamily assets. Rainbow’s award-winning services are structured in such a way to perform for any population or demographic, preserving quality affordable housing for those who need it most.

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Flynann Janisse, Executive Director
3120 W Carefree Hwy, Ste 1-246
Phoenix, AZ 85086
602-903-1843; fjanisse@rainbowhousing.org
www.rainbowhousing.org

Red Capital Goup

RED Capital Group is a preferred provider of targeted financial products and services in the multifamily and affordable housing industries and has provided more than $78 billion in integrated debt and equity capital since 1990. RED Capital Group is a division of ORIX Real Estate Capital, LLC, the #1 FHA/HUD MAP and Lean lender by loan count and volume in 2018, a Fannie Mae DUS® lender and Freddie Mac OptigoSM small balance lender.

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Tracy Peters, Head of Affordable Housing
Senior Managing Director
10 West Broad Street, 8th Floor
Columbus, OH 43215
614-857-1656; twpeters@redcapitalgroup.com
www.redcapitalgroup.com

Regions Affordable Housing

Regions Bank is committed to strengthening our communities by providing financial solutions to developers of affordable housing properties. Our Regions Affordable Housing and Real Estate Capital Markets groups provide a comprehensive range of products to meet the needs of the affordable housing industry, from LIHTC equity investments to construction and bridge financing, as well as a full array of permanent financing options through Fannie Mae and HUD. Let us show you how Regions can help you move your business forward.

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David Payne, Regions Affordable Housing
214-220-6171; davidn.payne@regions.com
Graham Dozier, Real Estate Capital Markets
404-279-7462; graham.dozier@regions.com
www.regions.com

Rinnai America Corporation

Through nearly 100 years of innovation, we at Rinnai have enhanced the way businesses operate. This commitment has made us the number one selling brand of tankless water heater systems. Rinnai’s Water Heating Solutions are a perfect fit for multi-family property owners looking for significant savings on their energy consumption and costs. Rinnai’s stateof- the-art, energy-efficient technology delivers hot water only when water flow is detected – resulting in an endless supply of hot water.

Shawn Curran, Regional Manager
103 International Drive
Peachtree City, GA 30269
214-202-8327; scurran@rinnai.us
www.rinnai.us

RubinBrown, LLC

Founded in 1952, RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value.

RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.

www.rubinbrown.com

StoveTop FireStop

The original automatic fire suppressor, protecting residential kitchens from the devastating effects of cooking fires since 1972. Protect your properties, save on insurance premiums/deductibles and save lives! We've got you covered 24/7! Available through all major multifamily distributors to make ordering easy.

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Shara Limoges, Account Manager
200 Greenleaf St
Fort Worth, TX 76107

P: (817) 870-8043
F: (817) 872-1598
www.stovetopfirestop.com

The Michaels Organization

Michaels is a national leader in residential real estate offering full-service capabilities in development, property management, construction, and finance. Serving 145,000 residents in more than 400 communities nationwide, Michaels is committed to crafting housing solutions that jumpstart education, civic engagement, and neighborhood prosperity and to creating Communities That Lift Lives.

Ryan Zent, Vice President Development
2 Cooper Street
Camden, NJ 08101
720-845-6500; rzent@tmo.com
www.tmo.com

Ward, Getz & Associates

Ward, Getz & Associates, PLLC (WGA) provides civil engineering consulting and design services for single- and multi-family developments. From moderate-density communities to high-density urban towers, our expertise and understanding of building systems analysis and permitting issues and concerns enable us to assist design teams with integrated site and building designs. Our team understands intimately how to design the project, and we have demonstrated experience successfully working with approving agencies.

Ryan Getz
2500 Tanglewilde, Suite 120
Houston, TX 77063
713-789-1900; rgetz@wga-llp.com
www.wga-llp.com

Wilmington Trust

Wilmington Trust has been serving Corporate Trust clients for more than a century, providing the strength, resources, and credibility to meet the needs of sophisticated enterprises. We continuously strive to be a leading provider of specialized services to corporate and institutional clients and helping them succeed by efficiently delivering trust, agency, and fiduciary solutions, as well as by helping mitigate risk.

Stephen McPherson
15950 North Dallas Parkway, Suite 550
Dallas TX 75248
972-383-3161; smcpherson@wilmingtontrust.com
www.wilmingtontrust.com

Conference Supporters

Alpha Barnes Real Estate Services, LLC

Alpha Barnes specializes in management and compliance of affordable apartments of all types. We are proud to be ranked 9th nationally, by NAHMA, with 24,000 units. Texas-based, People-Focused, Local Expertise, headquartered in Dallas, regional offices Austin, Houston, and San Antonio, covering over 60 cities across Texas.

Hugh A Cobb, CPM, Managing Principal
12720 Hillcrest, Suite 400
Dallas, TX 75230
Tel: 972-581-0854; Fax: 972-503-7569
hcobb@abres.com
www.abres.com

ARX Advantage

Arx Advantage, LLC is a comprehensive real estate development consulting firm whose vision is to assist in the development of affordable housing through the use of public and private funding resources. The Arx team has extensive knowledge in real estate development, finance, housing programs, asset management, and compliance services. Arx is committed to providing the highest level of professional service and dedicated to promoting and maintaining strong client relationships.

Robbye Meyer
1305 Dusky Thrush Trail
Austin, TX 78746
512-963-2555; robbye@arxadvantage.net
www.arxadvantage.com

Capital Impact Partners

Capital Impact Partners is a national, nonprofit lender. Through capital and commitment, CIP helps people build communities of opportunity that break barriers to success. We work to deliver low-cost and flexible financing to private nonprofit and mission-driven for-profit developers working on multifamily housing projects that preserve long-term affordability and avoid displacement. CIP has disbursed more than $2.7 billion to champion social and economic justice for communities since 1982.

Will Robison
Manager, National Education and Texas Triangle Market
360 22nd Street, Suite 320
Oakland, CA 94612
T: 512-957-9007
wrobison@capitalimpact.org
www.capitalimpact.org

CommunityBank of Texas

CommunityBank of Texas is a $3.3 billion community bank based in Houston, Texas with 35 banking locations spread across Houston,
Beaumont, and Dallas. Our affordable housing debt platform expands to serve communities statewide from our largest cities to our smallest towns. We take great pride in providing sophisticated financing with the quality service and nimbleness of your local hometown bank.

Stephen W. Rose, Executive Vice President
9 Greenway Plaza, Suite 110
Houston, TX 77046
Direct: 713-308-5754, Mobile: 713-294-9620
srose@communitybankoftx.com
www.communitybankoftx.com

Hilltop Securities, Inc.

Hilltop Securities Inc. is a full-service investment banking firm which specializes in providing financial advisory and other services to governmental entities nationwide. For over 70 years, Hilltop Securities Inc. housing professionals have earned a national reputation as trustworthy professionals who are dedicated to unparalleled excellence. In the affordable housing arena, Hilltop Securities Inc. is committed to one mission: provide superior service to housing finance agencies across the State of Texas and across the nation.

Timothy Nelson, Managing Director, Housing Manager
300 West 6th Street, Suite 1940
Austin, TX 78701
512-481-2022; tim.nelson@hilltopsecurities.com
www.hilltopsecurities.com

Hunt Companies

Hunt Capital Partners (“HCP”) is the syndication division of Hunt Companies, Inc. (Hunt). HCP specializes in the syndication of Federal and State Low-Income Housing, Historic and Solar Tax Credits. Since inception in 2010, HCP has raised over $2.2 billion in tax credit equity.

For Developer Inquiries, please contact:
Dana Mayo, Executive Managing Director
818-380-6130; Dana.Mayo@huntcompanies.com

For Investor Inquiries, please contact:
Jeff Weiss, President
818-380-6131; Jeff.Weiss@huntcompanies.com
www.huntcapitalpartners.com

Mason Joseph Company

Mason Joseph Company, Inc. is an FHA MAP lender providing financing for the market rate and affordable housing industries. Based in San Antonio with additional offices in Fort Worth, and Oklahoma City, MJC offers construction, rehabilitation, refinance and acquisition financing for multifamily properties throughout the southwest. MJC has been the top producer of FHA insured loans in Texas over the past three years, closing $1.2 billion in loans including 4,000 units of affordable housing.

David Joseph, Executive Vice President
211 N. Loop 1604 E. Suite 140
San Antonio, TX 78232
210-402-6161; david@masonjosephco.com
www.masonjosephco.com

 

New Haven Connect

Company Description

Contact Info

 

Nixon Peabody, LLP

For over 45 years, NP’s attorneys have been involved in the financing, preservation, and development of affordable housing. With approximately 30 attorneys and affordable housing professionals possessing significant experience working with federal and local governmental agencies, we have one of the largest affordable housing legal teams in the country. With our robust and extensive network, we help shape housing industry policy to anticipate issues, cut through complex regulations, and keep affordable housing investments moving forward.

Monica Hilton Sussman, Partner
799 9th Street, NW, Suite 500
Washington, DC 20001
202-585-8833; msussman@nixonpeabody.com
www.nixonpeabody.com

 

Pedcor Investments

Founded in 1987, Pedcor has become one of the nation’s largest developers of Section 42 LIHTC rental housing, vertically integrated with in-house development, management, financing, construction, architectural, engineering, accounting, IT and legal capabilities. Pedcor has developed/ redeveloped 24,058 units and currently manages 20,034 units including 15,382 LIHTC units. Active in 20 states, Pedcor specializes in large scale 4% tax-exempt bond financing having raised over $1.6 billion in debt and $927 million in LIHTC equity.

Phillip J. Stoffregen, COO/Executive Vice President
317-587-0343; pjstoffy@pedcor.net
www.pedcorcompanies.com

 

Texas State Affordable Housing Corporation

The Texas State Affordable Housing Corporation (TSAHC) is a statewide nonprofit created at the direction of the Texas Legislature. We help developers build and preserve affordable housing by providing financing options such as tax-exempt bonds, lines of credit, and land banking and land trust services. TSAHC also provides property owners and management companies with services such as multifamily asset oversight and compliance reviews and property staff training. Learn more at www.tsahc.org.

David Danenfelzer, Senior Director, Development Finance
2200 E. Martin Luther King Jr. Boulevard
Austin, TX 78702
512-477-3562; ddanenfelzer@tsahc.org
www.tsahc.org

 

Volunteers of America
Volunteers of America is one of the nation’s largest nonprofit developers and owners of affordable housing. Since 1896, we have supported and empowered America’s most vulnerable groups reaching more than two million people in more than 400 communities. Our diverse housing portfolio of over 500 properties totaling nearly 21,000 units across 42 states and Puerto Rico. Kimberly Black King 1660 Duke Street Alexandria, VA 22314 703-341-5081 | Mobile: 703-407-1393; KKing3@voa.org www.voa.org  

Specialty Sponsors

Bank of America - Wine Trail

As you work to transform lives and communities, connect with more than 30 years of community development experience, expertise, and commitment at Bank of America Merrill Lynch. Whether you need tax credit investments, flexible lending, or other financial services, we can help you move projects to completion. We’ve committed $1.5 trillion to community development over the last ten years, and our unique business model includes the nation’s first, largest and most active bank-owned Community Development Corporation.

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Valerie A. Williams, SVP, Relationship Manager
901 Main Street, 20th Floor
Dallas, TX 75202-3714
214-209-3219; valerie.a.williams@baml.com
www.bankofamerica.com/community

BOK Financial - Hotel Key Cards

BOK Financial is one of the top 25 U.S. based banks. It offers a wide range of services to the affordable housing industry, including successor trustee, bond trustee, custody, paying agent and escrow agent from our Corporate Trust group and an array of debt (construction and permanent) and equity solutions from our Community Development group. BOK Financial offers strength and stability with a personal approach to develop customized client solutions.

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Pamela M Black, CCTS/SVP
Regional Corporate Trust Manager
Tel: 817-348-5797; Mobile: 817-889-2889
pblack@bokf.com
Lisa E Albers, SVP Community Development
Tel: 918-588-6420; lalbers@bokf.com
www.bokf.com

 

Goodman Manufacturing - Wine Trail

We’ve been building Goodman® brand air conditioning and heating equipment since 1982. Given our more than three decades of experience in the heating and cooling business, home builders and home owners can be assured that Goodman brand air conditioning and heating systems meet the highest industry standards and are installed by some of the best and most experienced professionals in the industry. When you choose the Goodman brand, you can rest assured that you’ll receive a refreshingly affordable product that’s covered by what we believe to be the best product warranties in the heating and cooling industry.

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Dick Rydzeski, Director National Accounts
5151 San Felipe, Suite 500, Houston, TX 77056
713-263-5249; dick.rydzeski@goodmanmfg.com
www.goodmanmfg.com

JP Morgan Chase Bank - Luncheon Keynote

We take pride in working to develop vibrant and diverse communities capable of sustaining a high quality of life and economic opportunity. Our Community Development Banking business provides loans, investments, and community development services that meet the needs of low and moderate-income households and communities across the U.S. As a national leader in community development, we’re dedicated to strengthening communities by expanding access to capital, providing leadership by example, and delivering the comprehensive solutions of our global bank.

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David H. Saling
Executive Director/Senior Commercial Banker
221 West Sixth Street, Floor 2
Austin, TX 78701
512-479-2218; david.h.saling@chase.com
www.chase.com/cdb

R4 Capital - Magazine

R4 Capital is a nationwide affordable housing tax-credit syndicator, lender, and asset manager. Since 2012, R4 Capital has raised and managed more than $2.5 billion of LIHTC equity from more than 80 institutional investors in 17 multi-investor funds and eight proprietary funds. In 2016, R4 Capital launched R4 Capital Funding, a tax-exempt lending business that provides mortgage capital for affordable multifamily housing properties. Since inception, R4 Capital Funding has closed over $800 million of tax-exempt debt. Learn more at R4cap.com.

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Marc Schnitzer, President and CEO
780 Third Ave., 16th Floor
New York, NY 10017
646-576-7659; MSchnitzer@r4cap.com
www.R4cap.com

Wilmington Trust - Wine Trail

Wilmington Trust has been serving Corporate Trust clients for more than a century, providing the strength, resources, and credibility to meet the needs of sophisticated enterprises. We continuously strive to be a leading provider of specialized services to corporate and institutional clients and helping them succeed by efficiently delivering trust, agency, and fiduciary solutions, as well as by helping mitigate risk.

Stephen McPherson
15950 North Dallas Parkway, Suite 550
Dallas TX 75248
972-383-3161; smcpherson@wilmingtontrust.com
www.wilmingtontrust.com