Partners

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 expertise needed to navigate complex government regulations and capitalize on funding. From concept development 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.

CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the resources and technical expertise of a national firm with the hands-on, entrepreneurial approach that today’s dynamic business environment demands. Headquartered in New York, NY, and with offices nationwide, CohnReznick serves a large number of diverse industries including Affordable Housing, CohnReznick’s largestindustry practice. The Firm also offers specialized services for middle market and Fortune 1000 companies, private equity and financial services firms, government contractors, government agencies, and not-for-profit organizations. With origins dating back to 1919, the Firm has more than 2,700 employees including nearly 300 partners and is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. 

Established in 1974, The Community Preservation Corporation (CPC) is a nonprofit affordable housing and community revitalization finance company that believes housing is central to transforming underserved neighborhoods into thriving and vibrant communities. The company, which currently carries a AA-issuer rating from S&P Global, provides a full suite of capital products through its construction lending, Agency lending, and equity investing platforms. Since its inception, CPC has provided more than $12 billion to finance nearly 200,000 units of housing and is currently one of the largest Community Development Financial Institutions in the country dedicated to investing in multifamily housing.

Dominion Due Diligence Group (D3G), with offices in Richmond, VA, and Denver, CO, and remote staff strategically positioned across the US, is a full-service real estate due diligence firm. Founded in 1994 by Rob Hazelton, D3G was the original third-party due diligence consultant to concentrate on the HUD-FHA-MAP mortgage insurance industry and the low-income housing tax credit markets. Our high-quality reporting, unmatched customer service, and efficient response time have made us the nation’s premier environmental, engineering, and energy due diligence provider.

Forvis Mazars ranks among the nation’s top 10 public accounting firms, helping unlock the potential of our clients, people, and communities. We deliver an Unmatched Client Experience™ with assurance, tax, and advisory services that reflect our exceptional capabilities and uncommon commitment to excellence. Discover how our forward vision can help you prepare for what’s next.​​​​​​​

Klein Hornig LLP is one of the nation’s premier firms concentrating exclusively on affordable housing and community development. The firm focuses exclusively on structuring, managing and closing affordable housing and community development projects. The attorneys at Klein Hornig have worked extensively with a wide variety of affordable housing programs and activities, including the low-income housing tax credit program, public housing and HOPE VI/CNI mixed-finance projects, the Rental Assistance Demonstration (RAD) Program, HOME and CDBG funding, tax-exempt mortgage revenue bonds, 501(c)(3) bonds, HUD Section 202/811 developments (both traditional and mixed finance), FHA-insured loans, Mark to Market restructurings, Section 236 IRP decoupling, and Federal Home Loan Bank AHP loans.

The combined organization of legacy industry experts Hunt Real Estate Capital, Lancaster Pollard, and RED Capital Group, Lument delivers a comprehensive set of capital solutions customized for investors in multifamily, affordable housing, and seniors housing and healthcare real estate. Lument is a Fannie Mae DUS®, Freddie Mac Optigo®, FHA, and USDA lender. In addition, Lument offers a suite of proprietary commercial lending solutions. Lument has approximately 600 employees in over 25 offices across the United States.  Lument is a brand of ORIX Real Estate Capital Holdings, LLC.

RealPage provides a technology platform that enables real estate owners and managers to change how people experience and use rental space. Clients use the platform to gain transparency into asset performance, leverage data insights and monetize space to create incremental yields.

Scott Insurance, a division of James A. Scott & Son, Inc., is one of the largest independent agencies in the Southeast. Headquartered in Lynchburg, Va., the company has additional offices in Charlotte, Greensboro and Raleigh, North Carolina; Knoxville and Nashville, Tennessee; Greenville, South Carolina; and Richmond and Roanoke, Virginia; and captive insurance operations in Grand Cayman and the United States. Scott’s Affordable Housing Practice Group is dedicated to serving as trusted partners to organizations in the Affordable Housing industry. Our expertise helps our clients manage their unique risks, lowering their cost of risk and allowing them to focus on their mission of improving lives, communities and economic opportunities.

Sugar Creek Capital is a national leader in providing equity for state tax credits.  Backed by solid underwriting and demonstrable financial strength, we coordinate our process and terms with the federal syndicator to provide a seamless approach.  We bring experience, expertise and strength to our relationships

Yardi® develops and supports industry-leading compliance, accounting and property management software for every type and size of affordable housing provider. We help streamline compliance with HOME, USDA Rural Housing, HUD 50059 and Low Income Housing Tax Credit programs. Clients choose Yardi for quality products, support and stability.

Capital One is on a mission to help their customers succeed by bringing ingenuity, simplicity, and humanity to banking. Capital One is now the nation’s fifth-largest consumer bank and eighth-largest bank overall. Through their Future Edge initiative, they provide grants and capacity-building support to local organizations that build economic opportunity through 21st century skill development, enabling small business to thrive, and helping people with their financial well-being. Capital One is interested in unleashing the potential and power that lies within disadvantaged communities and individuals to change the trajectory of their lives, so that they can make great choices for themselves and their families, and live the lives they want to lead.

NeighborWorks America works through partnerships, public and private, to drive change at the local level for individuals, families and communities. Learn more about who they are and how they operate.

The Robert Wood Johnson Foundation (RWJF) is the nation’s largest philanthropy dedicated solely to health.
Since its founding in 1972, RWJF has worked to improve health and healthcare in the United States. RWJF supports efforts to build a national Culture of Health rooted in equity that provides every individual with a fair and just opportunity for health and wellbeing, no matter who they are, where they live, or how much money they have.

The Kresge Foundation is a $3.6 billion private, national foundation that works to expand opportunities in America's cities through grantmaking and social investing in arts and culture, education, environment, health, human services, and community development in Detroit.

Wells Fargo is a community-based financial services company with a vision to satisfy its customers’ financial needs and help them succeed financially. The Wells Fargo Foundation launched a philanthropic strategy in 2019 anchored on housing affordability solutions, small business and financial health. This includes a $1 billion philanthropic commitment to address housing affordability solutions by 2025.