Webinar: 4% Transactions – Where to Begin?
November 20 @ 10:00 am - 11:30 am
TAAHP Members pay $55 / person
Non-Members pay $85 / person
Sorry, no refunds for registrations or sponsorships.
All payments are due at time of registration.
What We Will Cover:
Join us as we discuss 4% housing tax credit transactions. In this 1.5 hour webinar, we will cover:
- How 4% transactions differ from 9% transactions
- When do you start putting it together/what do you look for
- How early do you begin forming partnerships
- Significant Changes over last 12 months affecting 4% Transactions
Who Should Participate?
Beneficial for Developers, Consultants, Housing Authorities, Investors & Syndicators
10:00 am – Introductions
10:05 am – Presentation
11:15 am – Q&A
11:30 am – Done
Robbye Meyer, ARX Advantage, LLC
Robbye Meyer is owner of Arx Advantage, LLC, a real estate development consulting firm. Previously, she was the Director of Multifamily Finance for the Texas Department of Housing and Community Affairs. She was with the Department for a little over ten years. She directed the activities of numerous housing programs and was involved in the production of over 90,000 units of affordable housing during her tenure with the Department. She has over thirty-one years of experience and extensive knowledge in housing, real estate and finance. Previous to TDHCA, Robbye worked with the Internal Revenue Service, Dell Computer Corporation, Oakwood Homes, Ford Motor Company and Nash/Phillips Corpus Real Estate. She earned her Bachelor of Business Administration degree from Texas State University; however, she is a die-hard Aggie born and raised Bryan/College Station, Texas.
Jeff Spicer, Dominium, Inc.
As Vice President and Project Partner, Jeff Spicer is leading Dominium’s efforts in Texas and help Dominium grow their presence in this emerging market. Mr. Spicer is responsible for originating and overseeing new project development, financing and acquisitions. Mr. Spicer joined Dominium in September of 2017 but has a long-term relationship lasting more than 10 years as a consulting partner for Dominium. He has over 25 years of experience in affordable housing where he has worked to develop successful ventures in the state of Texas and across the southwestern part of the country. Prior to joining Dominium, Mr. Spicer was co-founder and principal at State Street Housing Development where he developed affordable housing in Texas and the southwest. He currently owns more than 1,000 affordable housing units and has developed over 6,000 units nationwide. Mr. Spicer holds a Bachelor’s Degree in Economics and International Business and a Master’s Degree in Real Estate Finance and Investment Analysis both from the University of Wisconsin-Madison. He also held a Wisconsin real estate license and has been an active member on many boards.
Ina Spokas, KCG Development
Ms. Spokas holds a Bachelor of Science degree in engineering from the University of Illinois, Champaign-Urbana and an MBA from the University of Texas-Austin. She started her career in the semiconductor/tech industry, spending 16 years total with IBM and Motorola. She has been involved with affordable housing development and construction since 2008. Prior to joining KCG Development in 2015, she worked for Denison Development and Construction on LIHTC transactions and for DR Horton in land development for large single-family subdivisions. Since joining KCG as VP of Development, she is responsible for the origination of multifamily opportunities and the establishment and management of strategic relationships throughout Texas and the southwest region. She currently lives in Austin with her two rescue dogs, Savannah and Ranger.
Jean Latsha, Pedcor Investments
Ms. Latsha holds a Bachelor’s Degree in Philosophy from the University of Texas at Austin and has been involved in affordable housing development since 2005. She was employed by the Cesar Chavez Foundation, a non-profit corporation, for six years as a project manager and new business manager. There she was responsible for the production of affordable housing development in Texas, from site selection through financing, construction, and lease-up, utilizing several different funding sources including LIHTC, HOME, USDA Section 514/516 funds, Neighborhood Stabilization Program, and HUD Section 202 funds. She joined the Texas Department of Housing and Community Affairs in February, 2012 as the Competitive (9%) HTC Administrator, and was promoted to Director of Multifamily Finance. In that capacity she was responsible for the application process and review, allocation, award and closing on all multifamily funding sources administered by the agency, including multifamily revenue bonds, low income housing tax credits, and direct loan (including HOME) funds. Ms. Latsha is currently a Land Acquisition Manager for Pedcor, where she assists with development activities in Texas.
James Spound, R4 Capital Funding
James Spound is President of R4 Capital Funding since its establishment in 2016. R4 Capital Funding, the mortgage lending platform of R4 Capital, has sponsored and services $1.3 billion of tax-exempt debt on behalf of the firm’s institutional investors.
Previously, Mr. Spound served as President of Red Stone Tax Exempt Funding, which he joined in September 2011 to help recapitalize and reestablish that firm’s bond practice following the financial crisis. Under his leadership, the company provided financing for approximately 12,000 affordable housing units in 21 states, representing nearly $700 million of tax-exempt bond acquisitions. Prior to that, Mr. Spound was a Senior Managing Director at Centerline Capital Group (fka CharterMac and Related Capital Company) and co-head of its commercial real estate division. Mr. Spound helped establish Centerline’s affordable housing lending practices including a direct purchase program for tax-exempt bonds that originated in excess of $2.8 billion of financings between 1998 and 2008, and led Centerline’s expansion into GSE lending for affordable housing in which it also became a market leader. Mr. Spound also spent eight years as a public finance banker at Merrill Lynch & Co. and a predecessor firm of Wells Fargo Securities, was senior real estate consultant at Kenneth Leventhal & Company and a project manager at New York City’s Economic Development Corporation.
Mr. Spound is a member of the Board of Directors of the National Housing & Rehabilitation Association (NH&RA) and is a frequent speaker at Novogradac and NH&RA conferences. He holds a Bachelor of Arts degree from Brown University and a Master of Science in Management from the Sloan School at the Massachusetts Institute of Technology.
Teresa Morales, TDHCA
Teresa Morales began her career with the Texas Department of Housing and Community Affairs in 1999 in the Financial Services division as a Senior Accountant responsible for back-end compliance relating to the Department’s Residential Mortgage Revenue Bond and Multifamily Bond Trust Indentures. She transferred to the Multifamily Finance division in 2004 and currently serves as Manager of the Department’s Multifamily Private Activity Bond and 4% Housing Tax Credit programs where she has overseen the issuance of over $1.1 billion in Private Activity Bonds and over $281 million in 4% Housing Tax Credits. Teresa earned her Bachelor’s degree in Psychology and her Master’s degree in Applied Sociology from Texas State University.
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