​​Services provided:

• Working with lenders and historic tax credit investors to arrange financing for the project. 

• Financial modeling. 

• Budgeting for the historic rehabilitation, including hard costs and soft costs.

• Working with retail tenants, lease negotiations.  

• Communications and deal structuring, working with development team, architects, contractors, and other project stakeholders. 

​​Services provided:

• Financial modeling and budgeting. 

• Consulting for approvals and closing process. 

• Working with client team to prepare successful applications for grant funding through MaineHousing programs. 

• Communications and deal structuring, working with development team, architects, contractors, and other project stakeholders. 

​​Services provided:

• Financial modeling and budgeting for major improvements to existing 164 units in 18 buildings, built early 1980s. 

• Consulting for MaineHousing application process for 4% low income housing tax credits (LIHTC). 

• Working with client team to select consultants and vet potential contractors. 

​​Services provided:

• Preparation of 4% Low Income Housing Tax Credit application materials;

• Conceptual development planning; 

• Financial modeling, comparison of financing scenarios;

• Brownfield funding application; 

• Budgeting for historic rehab, including hard costs and soft costs; 

• Communications and deal structuring, working with development team and MaineHousing. 

​Services provided: 

• Owner representation and development consulting;

• Financial analysis and pro forma modeling of development scenarios;

• Coordination of hazardous materials abatement funding applications and requirements;

• Communications with owner, management staff, environmental consultants and contractors, and tenants about hazardous materials abatement process. 

​​Services provided:

• Preparation of a successful Low Income Housing Tax Credit competitive funding application;

• Conceptual development planning; 

• Financial modeling, comparison of financing scenarios;

• Brownfield funding application; 

• Budgeting for historic rehab, including hard costs and soft costs; 

• Communications and deal structuring, working with development team and MaineHousing. 

​​Services provided:

• Analysis of construction options and costs;

• Review, negotiate scopes of work and specifications from prefab home builder; 

• Work with owner and general contractor to create an agreement between the scope of work and cost, with preparation of contract documents; 

• Review accessibility guidelines and incorporate into floor plans

• Assist in preparation of construction documents and permit documents. 

​Services provided:

• Outline affordable housing tax credit development process, including risk points, costs, and benefits for the owner and developer. 

• Assist YFO staff and board members in systematically interviewing and evaluating a local housing development partner. 

• Develop summary of main deal points for discussions with selected developer. 

​​Services provided (pro bono for Home Start, a local nonprofit):

• Conceptual development planning; 

• Financial modeling, comparison of financing scenarios;

• Communications and deal structuring, working with development team and MaineHousing. 

• Working with architect and construction team to refine construction scope to match project budget. 

​Services provided (while at The Szanton Company)

• Financial analysis and underwriting to explore debt scenarios; 

• Investor / partner communications;

• Coordinate Capital Needs Assessment and budgeting;

• Communications with Housing Authority; 

• Work with attorneys to close on financing. 

​Services provided (while at The Hudson Companies 2007-2012)

• Project management;

• Financial modeling and bank requisitions

• Owner representation and construction oversight;

• Coordination with sales and marketing teams

​Services provided (while at The Hudson Companies 2007-2012)

• Project management;

• Retail tenant leasing and management of landlord's work;

• Financial modeling and bank requisitions

• Owner representation and construction oversight;

• Coordination with sales and marketing teams

​Services provided (while at The Szanton Company)

• Financial analysis and pro forma modeling to understand the financial benefits and debt structure for financing the installation;

• Investor / partner communications;

• Construction project scheduling and coordination; 

• Lender relations and closing on financing;

• Monitoring and reporting system performance to partners.