Structure financing and analyze tax consequences for low income housing developments in California and Washington State. Assess new project feasibility, available funding sources, supportable debt, depreciable basis and equity generated; set up complex financial models (in Excel) projecting income, expenses, debt, tax credit basis and equity, deductions, losses and tax consequences for investors; review partnership agreements and assist clients in negotiating most favorable terms with investors.
Planned and implemented New Directions' expansion into the development of permanent supportive housing. Led agency strategic planning including the creation of a 5 year business plan; cultivated relationships with developers, evaluated project feasibility, developed financing plans, negotiated partnership terms, assisted with completion of funding applications, presented projects at city council and community meetings; led all public policy work related to permanent housing.
UCLA Alumni Association, Bay Area Chapter, Member
Housing California, Homeless Policy Committee, Member
East Bay Housing Organizations, Member
Park Plaza Homeowners Association, Treasurer (2008-2013)
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