Goldfarb & Lipman attorney Barbara Kautz presents “Evolving State and Local Roles in Housing: Recent Legislation and Some Predictions for the Future” at Sonoma State University’s 36th Annual Planning Commissioners Conference, 8:30 a.m. to 1:00 p.m., Sonoma State University Student Center, 1801 East Cotati Avenue, Rohnert Park.
“What You Need to Know about California’s New Fair Housing Laws (AB 686)” will be presented by Barbara Kautz at the Federal Reserve Bank, 101 Market Street, San Francisco, from 10:00 a.m. to 1:00 p.m.
Attorney Barbara Kautz will be presenting “State and Local Control: California’s Battle Over Housing” from 2:30 – 6:30 p.m. at UC Hastings, 200 McAllister Street, Alumni Reception Center, San Francisco.
SCANPH
October 24 – 25, 2019
“YEAR 15: CHALLENGES & OPPORTUNITIES FOR LIHTC PROPERTIES”
October 25, 2019
Plaza I
10:00AM – 11:15AM
Panel: M David Kroot, Goldfarb & Lipman LLP; Kyle Arndt, Bocarsly Emden Cowan Esmail & Arndt LLP; David Grunwald, National Community Renaissance; Michael Massie, Jamboree Housing; Kathe Head, Keyser Martson Associates
Explore the process and learn the steps for preserving the estimated 1.5 million Low Income Housing Tax Credit (LIHTC) properties reaching Year 15 by 2024 as they become eligible for market-rate conversions. Without action, valuable rental properties are at risk if they are re-positioned as market-rate housing, which will only exacerbate the current housing crisis. This workshop is designed for members of the affordable housing community to educate one another and help drive the future re-syndication of LIHTC properties and affordability.
League of California Cities 2019 Annual Conference & Expo
October 16 – 18, 2019
Long Beach Convention Center, CA
“RENT CONTROL: TENANT PROTECTION AND ANTI-DISPLACEMENT POLICIES, TECHNICALLY SPEAKING”
October 18, 2019
General Session
10:15AM – 12:15PM
Panel: Karen Tiedemann and Thomas Webber
This panel will discuss what is rent control, the legal history, AB 1482, the issues involved and the policy responses.
California Lawyers Association 2019 Annual Meeting
October 10 – 12, 2019
Monterey Conference Center
Portola Hotel & Spa at Monterey
“THE CALIFORNIA LEGISLATURE TACKLES THE HOUSING CRISIS: A REPORT FROM THE TRENCHES”
Session 53
10:00AM – 11:00AM
CLE: 1.0 Hour
Panel: Dolores Dalton and Eric Ramakrishnan
In the last three years, the California Legislature has passed dozens of bills designed to address the state’s brutal housing crisis. Among other things, the new laws are intended to dramatically decrease the ability of cities and counties to deny or reduce the density of housing development projects throughout the state, and to streamline and speed up housing production. This panel will highlight and explain the most important changes in housing legislation in recent years. The panelists will also report on the practical effects of the new legislation, from the standpoint of local government and affordable housing practitioners.
2019 Annual San Diego Housing Federation Conference
October 10, 8:00am – 6:00pm
Hilton San Diego Bayfront
“TAX CONCEPTS DEMYSTIFIED”
10:30AM – 11:45AM
Indigo 202
Panel: Amy DeVaudreuil, Reagan Mechling, and Deanna Bligh
You’ve just got your TCAC award, and now it’s time to select an investor. What exactly is the investor factoring in when they offer you a certain tax credit price? What is a capital account, minimum gain, and GP DRO? Why must my local soft lenders reduce their interest rates to 0%? Why are these issues cropping up more often after 2017 tax reform? It’s more important than ever for developers and local governments to understand these critical tax concepts. Our expert panel (financial consultant, tax attorney, and investor) will demystify all – in plain English! Join us for a discussion on deductions, investor IRR, capital accounts, and minimum gain and how they can affect affordable housing developments.
“TENANT PROTECTIONS AND ANTI-DIPLACEMENT POLICIES: LOCAL AND STATE EFFORTS”
2:00PM – 3:15PM
Indigo E
Panel: Karen Tiedemann and Justin Bigelow
San Diego’s recently passed its Source of Income Anti-Discrimination Ordinance and the state legislature continues to discuss actions to protect tenants from displacement pressures. This panel discusses tenant protection and anti-displacement policies up for debate in the state legislature, as well as local governments and voters in California: from voluntary mediation and minimum lease terms, to just cause for eviction and maximum rent requirements. Renewed local and state-wide activism and sustained economic pressure in the housing market indicate rent control is not going away; panel attendees will gain a working knowledge of rent control to break through the political jockeying.
40th Annual NPH Affordable Housing Conference
September 20, 8:00am – 6:00pm
San Francisco Marriott Marquis
“A PRIMER FOR EDUCATOR HOUSING: BEST PRACTICES AND LESSONS LEARNED”
Session 2 (1:45 – 3:45pm)
Salon 1-2
Panel: Dave Kroot, Goldfarb & Lipman LLP, Ali Gaylord, MidPen Housing; Faith Kirkpatrick, San Francisco Mayor’s Office of Housing and Community Development
Educator Housing has become a hot topic with teachers as the prime example of the missing middle income and as part of the discussion about teacher retention problems made extreme by lack of affordable housing. School districts also have land that could be developed. Balancing the needs of school districts, public policy and funding requirements to create a successful housing development is fraught. Adding Low Income Housing Tax Credits and Tax Exempt Bonds to the mix has particular challenges. Bringing together the perspectives of local government, the nonprofit developer, and an experienced attorney, this panel will have a lively discussion about the obstacles, challenges, and progress to date on creating educator housing. The panelists will address fair housing issues and who is served by educator housing.
“DON’T GO OFF THE RAILS! MONITORING PROJECTS TO STAY ON TRACK”
Session 2 (1:45 – 3:15pm)
Nob Hill A-B
Panel: Amy DeVaudruil, Goldfarb & Lipman LLP; Kyle Attenhofer, MidPen Housing; Sean Barnes, Enterprise
So your Low-Income Housing Tax Credit (LIHTC) project was Placed in Service, now what? Don’t be caught off guard! This panel of asset manager, attorney, and investor will present case studies focusing on projects that maneuvered through difficult fiscal scenarios working backwards to unravel what was done to prepare, what could have been done, and how a resolution was brokered. This panel will take a deep dive into the technical side of LIHTC to give the audience analytical benchmarks from inception through Y15, how the capital account can be impacted, and development of early warning systems to ensure no project becomes an unexpected liability and maintain financial sustainability. Participants will also learn who should be involved in monitoring and decision making at each stage of a project’s lifecycle and how each plays a part in avoiding fiscal calamity.
“WHAT’S OLD IS NEW: RESTRUCTURING YOUR HCD PORTFOLIO LOANS”
Session 3 (3:30 – 5:00pm)
Salon 5-6
Panel: Erica Williams Orcharton, Goldfarb & Lipman LLP; “Emeline “Mimi” Alvarez, California Department of Housing and Community Development; Kevin Leichner, Eden Housing
The Portfolio Restructuring statute authorizes the California Department of Housing and Community Development (HCD) to interpret and implement through guidelines the process for restructuring existing HCD portfolio loans. The Loan Portfolio Restructuring (LPR) Guidelines were originally adopted in 2014, and HCD has recently updated the guidelines for technical corrections and is in the process of incorporating the new AB2562 legislation. Panelists will discuss what works, problems to sidestep, obstacles to prepare for, and the application and transaction process with the goal of creating collaboration among HCD, attorneys, and stakeholders for a smooth closing.
2019 Housing California Annual Conference
Sacramento Convention Center
April 15 – 17, 2019
Successful Planning, Financing, and Closing: The Nuts and Bolts of an Affordable Housing Deal
Pre-Conference Institute
Monday, April 15, 2019
Presenters: Isabel Brown, Eric Phillips, Elizabeth Klueck
Affordable housing development and financing is complex, requiring navigation of the local jurisdiction planning process and then juggling the documentation of financing. This Institute will look at all stages of development, from the entitlement process through to financing and closing. Attendees will learn practical strategies to navigate the entitlement process, including how to leverage state laws to support project approval; understanding of loan documents including negotiating strategies; title issues typical to housing projects; and how to close the deal.
Funding Housing with New Markets Tax Credits
Tuesday, April 16, 2019
Panelists: Rafael Yaquian, Luis Rodriguez
Yes, you can use the federal New Markets Tax Credit (“NMTC”) Program to fund affordable housing, supportive housing, commercial developments and other community facilities! This workshop will explain how to use NMTC funds in your next development and provide case studies of NMTC-funded projects with housing components.
Scaling Up Supportive Housing: Implementing Streamlining Legislation and What’s Next
Wednesday, April 17, 2019
Panelist: Barbara Kautz
AB 2162 (Chiu/Daly) allows developers to receive by-right expedited approval of affordable housing developments that include supportive housing, with the goal of transforming the siting of supportive housing statewide. This workshop will offer details on the legislation and how cities and counties will implement. Presenters will engage the audience in discussion around challenges with implementation and next steps in scaling up supportive housing production.
Presented by Southern California Association of NonProfit Housing in Partnership with Goldfarb & Lipman LLP
Date: April 9, 2019
Time: 2:30 – 4:30 p.m.
Location: LA Chamber of Commerce, Boardroom
Address: 350 S. Bixel Street, Los Angeles, CA 90017
Parking: Garage offers $10 parking
Learn how to advocate for your position in negotiating professional service contracts at a new workshop that will cover the highly complex (and often misunderstood) world of construction contracts. While a great deal of time is often devoted to negotiating loan documents and partnership agreements, little—if any—energy is spent on negotiating the construction contract. This can lead to unfortunate and shocking results if something goes wrong during construction—as it often does.
This workshop will cover the most significant issues in construction contracts, including liquidated damages, construction scheduling issues, payment issues, public funding requirements, and insurance. Most importantly, this workshop will address the interplay between construction work (i.e., what is going on at the project site) and the implications this has on the overall project (i.e., potential impacts on financing, tax credits, and insurance requirements). Speakers will highlight some hidden risk allocation provisions and other clauses that appear harmless, but, in fact, fundamentally alter the owner’s expectations.
Speakers:
• Moderator: William DiCamillo, Partner, Goldfarb & Lipman LLP
• Justin Dove, Area Vice President, Arthur J. Gallagher & Co.
• Isabel Brown, Partner, Goldfarb & Lipman LLP
• Kim McKay, Executive Vice President, BRIDGE Housing Corporation