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Prepare asset management plans and deal books- Analyze performance of properties and recommend changes to property management
- Determine feasibility for re-syndication or refinance
- Refinance commercial and residential properties
- Negotiate and Manage 15-year exit of tax credit investors
- Order and review Physical Needs Assessments and prepare 20-year reserve analysis/capital plans
- Prepare capital budgets based on above-mentioned reserve analysis
- Supervise third-party property management companies
- Prepare/review property budgets and track budget variances
- Work with outside vendors to reduce operating costs
- Reporting to public and private sector lenders and tax credit investors
- Oversee rehab projects up to $2,000,000
- Prepare welfare tax exemption claims for CA BOE and Alameda/Contra Costa County
- Review property audits and cash flow distribution for accuracy
- Audit preparation and coordinate with auditors
- Assist Real Estate Development team with closings of re-syndications and new transactions
- Partner Capital account analysis
- Extend and/or refinance public sector and conventional debt
- Prepare local subsidy funding applications
- Close public sector rehab loans and oversee rehab process
- Review Common Area cost allocations and reconciliations
- Prepare and review commercial leases
- Report to various committees of the Board of Directors
