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California multifamily developer guides

Affordable Housing Finance: LIHTC, Bonds & Rental Subsidies

How the capital stack of an affordable deal works: 9% vs 4% credits with tax-exempt bonds, CTCAC/CDLAC allocation, extended-use compliance, and layering Section 8, HOME and Davis-Bacon obligations.

4% vs 9% LIHTC: choosing the credit track

9% credits are a lottery worth ~70% of eligible basis; 4% credits are as-of-right with bonds and now need only 25% bond financing — the 2025 changes moved real deals from impossible to feasible.

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LIHTC compliance and extended use: the covenant is the asset

The credits run 10 years, recapture risk 15 — but the California regulatory agreement runs 55. Every underwrite of a credit asset is an underwrite of that covenant.

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Section 8, HOME and the labor layers: pricing federal strings

Every federal dollar carries a rulebook — HAP contracts stabilize revenue, HOME fills gaps, and Davis-Bacon prices the labor. Underwrite the rulebooks, not just the dollars.

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FHA multifamily debt: 221(d)(4) and 223(f) for small sponsors

Roughly 40-year fixed, fully amortizing, non-recourse debt no bank will match — if you can survive 6–12 months of HUD processing and price the Davis-Bacon delta on 221(d)(4).

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The average-income test: designations, flexibility and the compliance edge

Designate units in 10-point bands from 20% to 80% AMI, keep the average at 60% or below — the 2022 regulations turned a compliance minefield into the mixed-income workhorse.

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NEPA and HUD environmental review: the federal clearance before closing

One choice-limiting action — buying the site, swinging a hammer — between application and clearance can void every federal dollar in the deal; option the land instead.

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More developer guides

Every rule cited in these guides links to the verbatim statute or regulation in the California Code Library and the federal housing-law library.

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