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Affordable housing finance

Year 15

End of the LIHTC compliance period: recapture risk expires, the credit investor exits, and the asset's next move — resyndication, refi or sale — is decided.

Definition

The credit's obligations run in layers, and year 15 closes the first: the 15-year compliance period of IRC § 42, during which noncompliance triggers credit recapture. At its end, recapture exposure expires and the investor — whose economics were the credits — exits under the partnership agreement's puts, options and right-of-first-refusal stack (nonprofit ROFRs at debt-plus-exit-taxes are common). The extended-use covenant does not end with it: California's 55-year regulatory agreements under the CTCAC regulations keep rents restricted for decades after.

Why it matters in an underwrite

Year 15 is when the value questions get answered: buy out the investor (capital accounts and exit taxes drive the price), resyndicate with new 4% credits and rehab capital, refinance the restricted NOI, or sell subject to the covenant. Underwrite the Year-15 rights stack at acquisition — ROFRs, purchase options, exit-tax indemnities — because whoever holds those rights, not the open market, sets the price. On aging assets the resyndication math usually wins: it funds the rehab and resets the compliance clock.

Sources & related guides

See also

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