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Federal programs & compliance

HOTMA

Housing Opportunity Through Modernization Act of 2016 — rewrote HUD income, asset and recertification rules via amendments to 24 C.F.R. Part 5.

Definition

HOTMA is the 2016 statute that modernized income examinations and asset rules across HUD's assisted-housing programs. HUD implemented the core income and asset sections by amending 24 C.F.R. Part 5: an inflation-indexed $100,000 asset cap on admission to Section 8 and public housing (plus restrictions for households owning suitable real property), a higher threshold before asset income is imputed, revised deductions — the medical-expense threshold moving from 3% to 10% of income with hardship phase-ins — and streamlined recertifications for fixed-income households.

Compliance dates were extended repeatedly while HUD systems and handbooks caught up; Handbook 4350.3 lags the regulation, and HUD's transition guidance governs where they conflict.

Why it matters in an underwrite

HOTMA moves both sides of assisted NOI: asset caps and property restrictions change who qualifies, revised deductions change what tenants pay, and streamlined fixed-income recerts cut administrative cost. On an acquisition of an assisted asset, ask which HOTMA elements the manager has actually implemented — files certified mid-transition are where findings cluster, and repayment exposure for over-subsidized units follows the owner.

Sources & related guides

See also

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Last reviewed 2026-07-29. General information, not legal advice.