9% and 4% Hybrid Projects: A Primer

Relatively new on the financing scene in California is the 9%/4% tax credit hybrid structure. Though complicated, this is a creative way to raise tax credit equity for needy projects. This workshop will function as a “deep-dive” on the hybrid structure. Panelists will discuss financial structuring specifics, TCAC policies, legal considerations, and investor requirements, and will share a case-study.

Convener and Moderator: Meg McGraw-Scherer, California Housing Partnership

Speakers:

• Alice Talcott, MidPen Housing
• Sarah Perez, Gubb & Barshay
• Julia Bennett, California Housing Partnership

When: Wednesday, June 19 | 12PM – 2PM. The training will begin promptly at 12:00pm and we encourage attendees to arrive at 11:30am to enjoy the hosted lunch.

Where: NPH Conference Room 369 Pine Street, Suite 310 San Francisco, CA 94104

Getting there: Please note that street parking is very limited due to the congestion of the area. We recommend BART and other public transit. The NPH office is a 5 minute walk from Montgomery BART Station.

Reach out to hilda@nonprofithousing.org with any questions.

REGISTRATION AND REFUND INFORMATION

Registration will close end of day on Friday, June 14. Space is limited so we encourage you to register as soon as possible.

Cancellation/Refund Deadline: Friday, June 14
Registrants canceling their registration on or before Friday, June 14 will receive a full refund. NPH may consider refunds for extenuating circumstances. Refund requests submitted after the deadline are not guaranteed and will be reviewed on an individual basis. To submit a refund request, please email hilda@nonprofithousing.org

If this training is sold out, you can be added to the waitlist by completing this form.