BuzzHouse: A Baker Tilly Podcast

Reaching your financial goals starts with an efficient investment strategy. On this episode, we discuss the tax-efficient strategies that should be in your back pocket during the upcoming tax season. You’ll learn the depreciation and cost segregation strategies that will help you increase cash flow in the short-term, while maximizing tax savings over time. Make sure you are analyzing the right things as you take a strategic look at your portfolio of assets.

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From raising the corporate tax rate to 28% to homebuyer and renter tax credits, housing practice leaders Don Bernards and Garrick Gibson lay out Joe Biden’s plan for tackling major housing issues. Specifically, they cover the areas the $640 billion plan focuses on and how the tax changes could affect the housing industry and low-income communities.

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As tax season quickly approaches, Don and Garrick catch you up on a number of tax-related topics that could add value to your affordable housing project. They will share the enhanced bonus depreciation rates and the importance of a cost segregation study to determine your after-tax benefit. In addition, they will walk through the 45L energy efficiency tax credit provisions impacting the real estate industry and changes in HUD designated Qualified Census Tracts (QCTs).

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On this episode of BuzzHouse, we discuss hot topics around LIHTC deals, with a special focus on components of equity LOIs and partnership agreements. Our guest, Jon Peterson of real estate and construction law firm Winthrop & Weinstine, will share what he is seeing in special allocations in LIHTC deals and trends with bond deals.

You will learn how owners in Year 15 exits can negotiate LPA disclosures to address some of the exit issues that are coming up in new deals, opportunities to negotiate the upward adjuster in case of a fixed 4% credit rate, as well as some key things to think about while in negotiation with your limited partnership agreements.

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On this episode, Don and Garrick speak to Executive Vice President of Baker Tilly Capital, Mike Fitzpatrick, on Opportunity Zones (OZ). They discuss the types of projects that are attractive to investors in the current market, the general underwriting benchmarks sponsors should be aware of, and how the election is impacting OZ equity.

If you have large capital gain, Mike will share some options for getting into an investment and how you can factor the value of OZ benefits into your investment analysis.

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Multifamily housing leaders and hosts, Don Bernards and Garrick Gibson, bring in the director of Stonehenge Capital to discuss state and federal historic tax credit transactions. The episode brings us back to the basics by developing an understanding of the equity market space and who the key players are. They dive in deeper to discuss what underwriters are looking for in historic deals and the initial conversations you should have when approaching the rehabilitating and re-use of historic buildings. In addition, you’ll gain insight into how COVID-19 has impacted historic underwriting and deal structures.

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As the insurance market hardens, pricing on average is up approximately 15-25% higher than it was this time last year. In addition, the insurance market isn’t expected to get any better over the next two years. We asked insurance specialists from M3 Insurance to join us to talk about what multifamily housing developers and owners can do to control their rates and get the best terms and pricing from insurance companies. Brad Winchester and Isaac Bechen offer advice on how to align with your insurance provider and initiatives to think about as you strategically plan for the future.

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Take an inside look into the multifamily buying and selling world and the impact COVID-19 has had on the multifamily sales market. With special guests Eric Taylor and Aaron Hargrove from private commercial real estate finance and investment company, Greystone. They will detail the pipeline of assets they are bringing to market, what they are seeing with capitalization rates, current seller motivations and changes in the buyer market.

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In response to COVID-19, the U.S. Department of Housing and Urban Development (HUD) has undergone many changes to its loans and programs. On this episode, Adam Hendin of Gersham Mortgage, joins us to discuss COVID-19’s impact to processing times on HUD loans, underwriting, forbearance, rate fluctuation and the 223f product three-year rule.

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In this episode of BuzzHouse, Don Bernards and Garrick Gibson update you on the latest news surrounding the multifamily housing and community development industry over the last few weeks.

First, they start with an update on applications including the CDFI Fund that released awardees of New Market Tax Credits, as well as the Capital Magnet Fund. Then they dive into Notice 2020-53 for LIHTC deals, followed by the key provisions of the Health, Economic Assistance, Liability Protection and Schools (HEALS) Act— the latest COVID-19 stimulus package. Lastly, they share high-level takeaways from two newly released national reports.

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