Westmont Advisors can assist you with evaluating, managing and resolving your multifamily and commercial loan, real estate and OREO portfolios, whether performing, subperforming or non-performing. We also understand the issues and nuances that are unique to Low Income Housing Tax Credit (LIHTC) developments, including asset management, portfolio management and reporting, and workout.
BUSINESS PLANNING, ACQUISITIONS ANALYSIS, PORTFOLIO MANAGEMENT and WORKOUT
Our approach is straightforward — we focus on achieving practical solutions for you, with consideration for your objectives:
>> Asset management and acquisitions, including underwriting/ pro forma analysis, property reporting and business plan development
>> Fund-level management, including evaluation of the fund balance sheet and underlying operations and asset quality of individual assets
>> Review for compliance with loan agreements, including compliance with debt coverage and loan-to-value covenants
>> Workouts, including loan restructures and extension
>> Oversight of property managers, leasing agents and other third-party providers
LIHTC SECTION 42 COMPLIANCE TRAINING and CONSULTING
To accompany our asset management services, Westmont Advisors is proud to partner with LIHTC compliance experts TheoPRO to offer development compliance services and Section 42 training programs for LIHTC professionals, including property managers, developers, asset managers, syndicators and government agencies. Click here to learn more.
Westmont and our partners at TheoPRO can serve your needs throughout the United States. Please do not hesitate to contact us for more information about our consulting and advisory services for real estate acquisition, asset management and tax credits, including the Low Income Housing Tax Credit (LIHTC) and Historic Tax Credit (HTC), as well as other real estate matters. Click here to learn more about our team.
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