Financial Advisory Services
D+B helps determine and execute financial strategies that most effectively utilize our clients’ resources. Our agility in a changing—and challenging—financial environment has been demonstrated repeatedly as we have helped housing authorities find new ways of financing critical revitalization projects.
Our financial advisory services include:
- Planning Housing Revitalization Programs. Providing essential advice on planning affordable-housing programs, including rehabilitation initiatives and new construction.
- Analyzing Government Regulations. Analyzing the applicability of regulations regarding uses and structure of public subsidy funds.
- Procuring Debt and Equity. Structuring, negotiating, and helping to procure debt and equity for a wide range of projects, including new construction as well as rehabilitation and refinancing of existing developments.
- Performing Due Diligence. Conducting due diligence on private-sector development proposals that have been submitted to institutional clients.
- Financial Modeling. Developing and maintaining the financial projections that are essential tools for accomplishing each phase of a transaction.
- Preparing Applications for Financing. Preparing applications for government financing, including low-income housing tax credits, tax-exempt volume cap bonding authority, Choice Neighborhoods Initiative funds, and other subordinate financing resources.
- RAD Program Consulting. Assisting housing authorities with conversions from public housing to Section 8 under the Rental Assistance Demonstration program application.
- Coordinating Closings. Providing technical expertise for the review of financing projections and documents and the coordination of closings.
D+B currently provides financial advisory and project management services to a number of clients, including MHANY Management, Inc., a city-wide non-profit housing organization. For MHANY, D+B crafts and implements the financing plans for a portfolio of existing and new projects, developing financing plans with city, state, and private funding sources; advising on phasing; and assisting with loan closing coordination.
Since 2010, we have participated in closings of dozens of projects, involving thousands of housing units, with total development costs exceeding $1.1 billion. Click on the link below to download a chart summarizing our closings.