Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO

Property Management vs. Asset Management All hands on deck

Asset Management vs. Compliance

Concept Underwriting Closing Pipeline Management Construction Lease-Up Stabilization Asset Management Compliance Disposition Monitoring

Information Physical and Operational Inspections Current and Historical Operating Results Audited Financials Compliance with Regulatory Requirements – Income limits – Population Composition Adherence to Partnership Agreements and loan covenants Servicing Historical Information

Analysis This is where you need to verify the information you just collected! Risk Engine Peer Comparisons Spreadsheet models for risk analysis and reconciliation

Actions Identification and approval of funding requirements – Annual Budgets – Reserve Releases – Performance Goals Notices of non-compliance Mitigation planning Troubled Assets – Workouts – Restructures

Optimal Portfolio Governance and Mission Information Gathering and Sharing – Clear, Accountable Lines of Communication between parties – Timely Valid Data Analysis – Risk Scoring – Identification of Troubled Assets Action – Collaboration with All Stakeholders – Organizationally Driven Success Metrics and Rewards

Thank you! Contact Information: Shawn McKenna, CEO and President Phone: (303)