Our Services

We understand affordable housing projects are complex, challenging, and time-driven. Our team is here to help you drive your project forward. Your success is our priority. 


LIHTC Development Consulting

Legacy delivers powerful solutions for affordable housing, leveraging innovative strategies, a rich history in public-private partnerships, and a commitment to creating inclusive communities.

Minimizing Equity Needs

Minimizing equity needs is integral for developers engaging in affordable housing projects, particularly when utilizing programs like LIHTC and government subsidies. By strategically structuring financing and leveraging these initiatives, developers can reduce the financial burden on both themselves and future residents.

Determining Size and Unit Mix

Determining the size and unit mix of affordable housing developments is a critical aspect that requires careful consideration of market analysis, community engagement, affordability criteria, regulatory requirements, flexibility, accessibility, and sustainability. Developers typically analyze factors such as these to create a well-balanced unit mix.

Selecting Income Levels and Special Population

By carefully selecting income levels and addressing the needs of special populations, affordable housing developers can create projects that not only meet regulatory requirements but also contribute positively to the social fabric and economic sustainability of the communities they serve.

Refining The Capital Stack and Pricing

Refining the capital stack and pricing is crucial in affordable housing development. This involves a meticulous process of aligning various funding sources to ensure the projects financial viability while meeting the goal of providing accessible and quality housing for the community.

Scoring Project Relative to Competitively Allocated Sources

Scoring a project relative to competitively allocated resources is a method used to evaluate and prioritize projects seeking funding or resources, such as grants, tax credits, or subsidies, in a competitive environment. This scoring process helps allocate limited resources to projects that align most closely with specific criteria or priorities.

Providing Anticipated Project Timeline to 8609s

Certainly, the process of originating, anticipating, and detailing a project timeline for IRS Form 8609s involves several steps. The IRS Form 8609 is a document that is used to claim the Low-Income Housing Tax Credit (LIHTC), a key financing tool for affordable housing projects.

Public-Private Partnerships Consulting

Strategic RFP Consulting, tailored solutions, meticulous analysis, and expert guidance for navigating complex RFP processes with precision and success.

Initial Review and Analysis

Conduct a thorough initial review of the entire RFP document to grasp the overall scope and objectives. Identify key sections, including project goals, deliverables, timelines, evaluation criteria, and submission requirements

Interpreting Project and Community Objectives

Clearly understand the client's objectives and expectations for the project. Identify the main goals and desired outcomes outlined in the RFP.

Assessing the Scope of Work & Identifying Stakeholders

Break down the project into specific tasks and deliverables outlined in the RFP. Assess the scope of work, considering technical requirements, deliverable specifications, and any limitations or constraints.Identify the primary stakeholders involved in the project, both within the client organization and potentially external partners or collaborators.

Analyzing Evaluation Criteria

Analyze the evaluation criteria provided in the RFP to understand how proposals will be assessed. Tailor your response to align with these criteria. If any aspects of the RFP are unclear, seek clarification through the designated communication channels. Submitting thoughtful questions can enhance your understanding and improve the quality of your proposal.

Technical Requirements and Team Building

Pay close attention to any technical specifications or requirements detailed in the RFP. Ensure that your proposal addresses these requirements comprehensively. Analyze budgetary information provided in the RFP and develop a realistic cost estimate. Clearly present how your proposed budget aligns with the project's goals

Formatting, Design, and Submission

Pay attention to formatting and submission requirements specified in the RFP. Ensure your proposal is organized, well-presented, and submitted according to the specified guidelines. Conduct a thorough review and Submit your proposal by the specified deadline, following the submission process outlined in the RFP.

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Why Choose Legacy

Promoting responsible use of public and private resources

At the core of our operational ethos are the guiding value principles that define how we work. These principles encapsulate our unwavering commitment to integrity, innovation, and client-centricity, driving us to deliver exceptional results with transparency and excellence in every endeavor.

Precision

We have a strong attention to detail and produce consistent, high quality outputs in everything we do. We understand every transaction intimately.

Discipline

We are unwavering in our approach to risk and deal metrics. We are poised and organized.

Integrity

We do what we say. We communicate with our partners.