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Pierce Building
1 Edgmont Drive
North Deering Gardens
Place Ste Marie
Moses-Columbia Block
Lockwood Mill
57Chestnut

PIERCE BUILDING

Boston, Massachusetts

Historic building in Upham's Corner renovated into new offices and retail space. Capital sources include Federal Historic Tax Credits and State Historic Tax Credits. Rendering courtesy of Boehm Architecture

​​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. 

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1 edgemont drive

Presque Isle, Maine

Adaptive re-use of an existing office building into 14 supportive housing units for people experiencing homelessness, and onsite staff / service space.

​​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. 

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NORTH DEERING GARDENS

Portland, Maine

Recapitalization of an aging affordable housing property with significant capital needs. Work includes retrofitting apartments for accessibility, fixing drainage issues, and increasing energy efficiency. 

​​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. 

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place ste marie

Lewiston, Maine

Rehabilitation and renovation of historic housing property in the landmark downtown mill district. 

​​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. 

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Moses - Columbia Block

Bath, Maine

Existing downtown historic buildings being repositioned for improvements and future development

​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. 

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LOCKWOOD MIll

Waterville, Maine

Vacant downtown historic mill property being redeveloped into a vibrant mixed-use asset. 

​​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. 

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57 Chestnut St.

Bath, Maine

Developing a vacant lot in downtown Bath into an affordable single-family residence.

​​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. 

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Youth and Family OUTREACH

Portland, Maine

Working with an established local nonprofit child care and family services provider to select an affordable housing developer. 

​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. 

Sketches from YFO Housing Feasibility St

18 Central

Peaks Island, Maine

Vacant existing building being redeveloped into much-needed affordable / workforce housing on Peaks Island. 

Rendering courtesy of Deb Polzin-Rosenberg / Rachel Conley Design.

​​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. 

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The Squamscott block refinancing

Exeter, NH

Restructuring debt on existing affordable (mixed-inome and mixed-use) housing property to lower interest rate and reduce annual debt service payments. 

​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. 

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THE KNICK CONDOMINIUM

Bushwick, NY

Redevelopment of a blighted structure into 49 residences and retail space. 

photo by OCV Architects

​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

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Riverwalk

Roosevelt Island, NY

New construction residences (sale and rental) located in the heart of New York City

​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

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CASCO TERRACE SOLAR PV ARRAY

Portland, Maine

Adding 146 rooftop solar panels to increase the energy performance of an existing multifamily building. 

Photo by ReVision Energy

​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.

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Youth & Family Outreach
18 Central
Squamscott Block Refinancing
The Knick
Riverwalk
Casco Solar
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