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Conference Program

Texas Housing Conference 2009 Tomorrow’s Housing REDEFINED

July 27-29, 2009 • Four Seasons Hotel • Austin, TX presented by

Texas Affiliation of Affordable Housing Providers The Texas Housing Conference is proud to celebrate it’s 11th year in 2009. Thanks to all of our partners, exhibitors, speakers and attendees for helping make our Conference such a success.



1400 1200 1000 800 600 400



1800 2000

to residents, to communities and to financial investments


















1 Texas Inter-Faith Supportive Services 2 Portfolio Resident Services 3 Mercy Housing 4 AHC Inc. 5 South Country Housing

6 Rocky Mountain Mutual Housing 7 Alamo Area Mutual Association 8 National Housing Partnership 9 Foundation Communities 10 Commonbond Communities

11 Madison Park Development Corp. 12 Woonsocket Neighborhood Development Corporation 13 Sacramento Mutual Housing 14 Operational benefit published $356 avg. cost per unit*

* Freddie Mac – April 2007

Visit booth 29 to find out how the Inter-Faith Group is improving virtually every facet of operational affordable housing. The information provided herein reflects publications and projections refined by TRS to attempt to best relay the factual data; however, accuracy is not assured as being statistically comparable because each organization’s accounting is likely statistically varied.

Market uncertainty.

Steady partner.

Citi Community Capital Office Location Map

There will always be challenges. They don’t impact Citi’s commitment to the affordable housing industry — or our

With our diversity of talent and resources, Citi remains your

Contact Citi Community Capital today at or call 303.308.7400.

© 2008 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.

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$500,000,000 in equity raised and placed in 2008 We thank our investor and developer partners for working together to build high-quality affordable housing for America’s low-income families. Despite the current economic climate


At Hudson, good works are good business.

we continue to raise capital, acquire developments

630 FIFTH AVE., ROCKEFELLER CENTER, NY, NY 10111 • T: 212.218.4469 100 CUMMINGS CENTER, SUITE 433A BEVERLY, MA 01915 • T: 978.236.4252 2000 AUBURN DRIVE, BEACHWOOD, OH 44122 • T: 216.378.7615 11601 WILSHIRE BLVD., SUITE 500 LOS ANGELES, CA 90025 • T: 310.575.1852 1600 TYSONS BLVD., MCLEAN, VA 22102 • T: 703.744.1443 WWW.HUDSONHOUSING.COM


and syndicate properties.

Property: Waterside Courts Houston, TX

6.25.09 • TAAHP • june 2009 • full page no bleed: 7.8857” x 10.375”


Developer: Hettig-Kahn

Table of Contents TAAHP’s benefit golf tournament couldn’t happen without a little “help from friends.”

Welcome to THC 2009..................................4-8 Thank You Partners............................................. 5 General Information................................ 10-13 Schedule-at-a-Glance.....................................13 Education Sessions................................... 14-19 Exhibitor Listings & Floorplan........... 20-21

“Thank You” Golf Sponsors

Exhibitor Descriptions............................ 22-27

19th Hole Reception & Awards Ceremony:

National Equity Fund

Join us at the 19th Hole Reception & Awards Ceremony for cocktails and snacks, tickets available for only $35 dollars. Tickets available on-site and at THC Registration Desk.

Hole-in-One Sponsors:

Bank of America Reznick Group, P.C. Birdie Sponsor:

Rally Day Thank You.........................................28 Schedule and speakers are subject to change. Check with THC Registration Booth with any questions you may have.

Boston Capital

Texas Housing Conference 11th Annual Benefit Golf Tournament Wednesday, July 29, 2009

River Place Country Club

Austin, TX

12 noon Registration and Lunch registration 1On-site p.m. Shotgun Start 6available! p.m. 19th Hole Reception Visit the& Awards Ceremony

Registration Desk

On-site registration available! Visit the THC for more information. Registration Desk for more information. 3

TAAHP Board of Directors message from

TAAHP president

President Mike Sugrue, Solutions Plus!

navigating rough waters



President-Elect Linda McMahon, Neighborhood Strategies, LLC Dear Conference Participants: I would like to take this opportunity to welcome each of you to the Texas Housing Conference 2009. I especially want to thank each of our partners for your generous support of this year’s conference. The conference would not be possible without our partners. We know that we are experiencing a trying economy and have a very difficult job in providing affordable housing to deserving Texans. Understanding this, we have prepared some very timely session topics to help us navigate the rough waters of today and prepare us for the future. We hope that everyone enjoys the camaraderieship and networking available during the conference. I look forward to welcoming each of you personally to the Texas Housing Conference 2009.  Thanks,

Immediate Past President Mike Clark, Alpha-Barnes Real Estate Services

Vice President Toni Jackson, Coats Rose Vice President Dan Markson, The NRP Group Treasurer George Littlejohn, Novogradac & Company, LLP Secretary Nicole Flores, PNC MultiFamily Capital

DIRECTORS Don Bethel, The Bethel Group Sally Gaskin, SGI Ventures, Inc. Dennis Hoover, Hamilton Valley Management, Inc. Robert Johnston, National Equity Fund

Mike Sugrue, President Texas Affiliation of Affordable Housing Providers

Barry Kahn, Hettig-Kahn Mark Mayfield, Texas Housing Foundation Ike Monty, Investment Builders, Inc. Tom Scott, Coach Realty Services


Ron Williams, Southeast Texas Housing Finance Corp.

learn about the


Jerry Wright


affordable housing Join industry leaders

at the

Texas Affiliation of Affordable Housing Providers (TAAHP)

Annual Members Business Meeting 4:15 -5 p.m., Monday, July 27, 2009 San Jacinto Ballroom, Four Seasons Hotel (Open to TAAHP members)

The Texas Housing Conference is hosted by the Texas Affiliation of Affordable Housing Providers 814 San Jacinto Blvd., Ste 408, Austin, TX 78701 Phone: 512.476.9901 • FAX: 512.476.9903 E-mail: Jim B. Brown, Executive Director Jesus Azanza, Director of Member Services Kristi Sutterfield, Conference Coordinator Sarah Wistner, Intern Conference Program designed by Meredith Ply Communications


2009 Texas Housing Conference

Thank You Partners The Texas Affiliation of Affordable Housing Providers and the Texas Housing Conference extend our sincere appreciation to our 2009 partners for their generous support.

Texas Housing Conference 2009

Platinum Partners

Gold Partner


Silver Partners

Practical wisdom, trusted advice. Comprehensive legal services for affordable housing and community development.


Bronze Partners

Conference Partners

DMA Development Co., LLC

M Group, LLP

The Southeast Texas HFC


message from

TAAHP executive director


overcoming challenges in today’s market

Dear Texas Housing Conferees and Partners: Texas Housing Conference 2009 promises to be one of the more exciting as TAAHP attempts to address the many problems facing the housing market today. The cost of equity in the Low Income Housing Tax Credit industry, the scarcity of permanent financing, the “out of reach” cost of performance bonds and generally the lack of capital in the market place have heavily impacted the entire housing industry including its builders, developers, lenders, syndicators, investors and suppliers. The ARRA brought signs of hope for the housing recovery. The industry now waits on the rule making process at both the federal and state levels and to the flow of new capital into the market. The Texas Housing Conference 2009 will present a balance of educational blocks between housing finance, and building topics to new sustainable design and code enforcement challenges. For the first time in THC’s memory, TAAHP was successful in securing several grants from major corporations, federal and state agencies to underwrite bringing some of the nation’s recognized authorities and speakers to Austin for a range of housing related topics. We are excited to bring a leading architect from Australia who will present to you her case study on the innovated design of affordable housing in Australia, Great Britain and the USA. A new TAAHP Partnership also includes a Tier One Purchasing Arrangement for our membership. You are encouraged to visit the partner’s booths in the exhibit hall and establish your new purchasing arrangement. Texas Housing Conference continues to grow and expand in today’s challenging economy. While several other conferences are loosing partners and exhibitors, the Texas Housing Conference 2009 is actually larger than the 2008 Conference indicating our prominence in housing conferences.

TAAHP: Your Voice in Austin


n July 17, 2008 the Texas Affiliation of Affordable Housing Providers Political Action Committee (TAAHP-PAC) was chartered by the State of Texas. TAAHP-PAC was organized so that individuals and groups could utilize the TAAHP-PAC to channel their financial and technical assistance to those policy makers who support the adequate funding and production of affordable housing for Texans with limited incomes and special needs. Additional information on TAAHP-PAC is available through, contacting any of the TAAHP-PAC Board of Directors or Jim Brown at 814 San Jacinto Blvd. Ste. 408, Austin, Texas 78701-2404, 512/476-9901, Fax 512/476-9903 or . Payments including checks and credit cards should be made payable to: TAAHP-PAC at the above address.


Michael D. Clark, President Diana McIver, Treasurer Sally Gaskin, Member G.Granger MacDonald, Member Dan Markson, Member Mike Sugrue, Member

We encourage our attendees to visit the exhibit area, get to know our conference partners and open new dialogues as our industry begins its recovery. Take advantage of Austin’s hospitality, the ambiance of the beautiful Four Season’s Hotel and the conference, be safe and mark your calendars for the next Texas Housing Conference during the third week of July 2010.

Jim T. Brown Executive Director


2009 Texas Housing Conference

Together, we can change the future. All it takes is working harder — and smarter. Bank of America is proud to sponsor TAAHP’s annual Texas Housing Conference for reaching out and making this community a better place for all of us. Visit us at

Bank of America, N.A. Member FDIC. Equal Housing Lender ~ © 2009 Bank of America Corporation. All rights reserved. SPN-71


message from

Dear TAAHP Friends:

THC 2009 chair sharing insight & innovation

Thank you for joining us in gorgeous Austin, Texas for the 11th annual Texas Housing Conference. This year’s theme, Tomorrow’s Housing REDEFINED could not be more appropriate. We have many critical issues facing the tax credit industry with the ongoing problems with the credit markets. To that end, the TAAHP staff and leadership team have worked diligently to bring you the best education sessions with the most qualified speakers in the nation that will help you with the challenges facing you today and in the year ahead. Energy efficiency and green building are a passion of mine and a priority of the current Administration. We want to give you the tools you need to design, build and maintain energy-efficient multifamily communities. You will learn everything you need to know during the Conference about national building standards, energysaving technologies, building science and housing designs. I urge you to attend as many education sessions as you can, you won’t be disappointed! As most of you can see, the Conference has a new look. We have moved all of our networking events to the Exhibit floor. This year you will find several new faces and I would like to ask you to stop by each booth and introduce yourself and welcome our long time partners as well as our new partners to the Texas Affiliation of Affordable Housing Providers and to your Texas Housing Conference. Thank you for attending the 2009 Texas Housing Conference where you can do a year’s worth of business in only three days. We need and want your active participation in the Texas Affiliation of Affordable Housing Providers. Enjoy the Conference!

Sally Gaskin Conference Chair, Texas Housing Conference 2009 SGI Ventures, Inc.

The Texas Housing Conference

Opening Reception Wine Tour

Monday, July 27 from 5 - 6:30 p.m. compliments of         

        booth 10

booth 24

booth 37

booth 46 Please visit our wine partners for a GREAT glass of wine (or two!) We would like to extend a special thank you to our wine partners!

Stewart congratulates Texas Housing Conference honoree State Representative José Menéndez. Stewart National Title Services is proud to help TAAHP members keep Texans in affordable housing.

1980 Post Oak Blvd., Suite 610 Houston, TX 77056 (800) 729-1906


2009 Texas Housing Conference

general information

General Information On-site Registration Monday, July 27 Tuesday, July 28 Wednesday, July 29

10 a.m. - 5 p.m. 7:30 a.m. - 5 p.m. 7:30 - 9:30 a.m.

Exhibit Hall Hours Monday, July 27 Tuesday, July 29

Conference Sessions/Workshop Content


The Texas Housing Conference and its management assumes no responsibility for the comments or information expressed by session and workshop speakers, nor do they accept responsibility for the content or reprinting of any materials used or distributed during any session or workshop.

Four Seasons Hotel parking rates for the 2009 Texas Housing Conference are listed are listed below: Valet Parking: $10.00 per automobile Valet Parking Overnight: $25.00 *These prices are subject to change.

Exhibit Hall Hours of Operation

3 p.m. - 6:30 p.m. 7:30 a.m. - 6:30 p.m.

The trade show is located in the Four Seasons Ballroom. Hours of operation include: Monday, July 27 Tuesday, July 29

Ground Transportation/Taxis

Accessibility The Four Seasons Hotel is in full compliance with the American With Disabilities Act and offers complete ADA accessibility.

Badges                                                             The official registration badge should be prominently worn and displayed at all times for prompt admission to the exhibit area, education sessions, meals and receptions.  Badges are not transferable and may not be loaned to anyone for any purpose during the event.  If you lose your badge, inquire at the registration booth.

Admission & Pricing

We recommend that you pre-book all taxis or town cars at the transportation desk located at the front drive of the hotel.

Full Conference Registration includes: • Opening Session • Access to educational sessions on Tuesday, July 28th • Discounted rate ($35/$50 dollars) for the Executive Management Workshop on Monday, July 27th* • National and International speakers • Access to Exhibit Hall • 2 breakfasts and 1 luncheon • Morning and afternoon refreshment and snack breaks • QAP Update Roundtable and Housing Policies Brunch on Wednesday, July 29th • 2 receptions including a Taste of Texas Wine Tour

To report a lost item, call the hotels front desk from any phone inside the hotel.

Management Information The Texas Housing Conference is operated and managed by the Texas Affiliation of Affordable Housing Providers, located at 814 San Jacinto Blvd., Ste 408, Austin, TX 78701. Phone: (512) 4769901, FAX (512) 476-9903,

$450/TAAHP Member $550/Non-Member * Add Executive Mgmt Workshop for only: $35/TAAHP Member $50/Non-Member $150

All Breakfast, Breaks, and Receptions are held inside the Exhibit Hall located in the Four Seasons Ballroom. You must wear your name badge for access.

Non-Exhibiting Supplier/Service Policy Non-exhibiting suppliers and service providers are not permitted to distribute sales materials or solicit business from attendees in the Exhibit Hall without securing a booth.

On-site Registration Attendees may register on-site; however, space is limited for some events. The Registration Booth is located on the Lake Level in the San Jacinto foyer area and is open: Monday, July 27 Tuesday, July 28 Wednesday, July 29

Program Changes Due to unforeseen circumstances, program changes may be required at the last minute. Any changes will be posted outside session rooms and at the registration desk.

Refund/Cancellation Policy

Lost and Found

Meals and Receptions

Package 1 (July 27 - 29, 2009) *

Package 2 (Monday, July 27, 2009)

3 p.m. - 6:30 p.m. 7:30 a.m. - 6:30 p.m.

Curbside Metered Parking: Metered parking costs $1 per hour and is limited to 2 hours. Parking after 5:30 p.m. and on weekends is free. Visit http://www. lots/ for area parking garage information.

10 a.m. - 5 p.m. 7:30 a.m. - 5 p.m. 7:30 - 9:30 a.m.

You may pay by check or credit card (American Express, Discover, MasterCard, or VISA ) and includes a 3% credit card processing fee. If paying by check, make payable to TAAHP.

All cancellations must be received two weeks prior to the conference. No refunds will be made after the conference begins. A cancellation must be made in writing and submitted to TAAHP via mail, fax or E-mail. Cancellation requests received two weeks prior to the first day of the conference will receive a full refund minus a 3% credit card processing fee. Name changes are permitted at any time.

Show Regulations • Badges must be worn by all attendees and exhibitors at all times. • Photography is not permitted in the exhibit hall without prior approval of Show Management. • Unauthorized solicitations are strictly prohibited.

in our

commitment to Going Green The Texas Housing Conference is happy to provide you with Speaker Biography

and Contact Information via E-mail. Just send your request to:

Executive Management Workshop includes : • Internationally recognized speakers • A four-part series on Designing and Building Structures to Last • A two part series on the 2009 Energy Code • Boxed lunch workshop on how to complete and submit Energy Tax Credit Forms Package 3 (Tuesday, July 28, 2009) $150 “Going Green” includes: • National and International speakers • Access to the following sessions: –– Green Building I –– Green Building II –– Don’t Build an Energy Dud –– High Performance Building System –– Innovation in Affordable Housing Design Experiences from Australia, UK and the USA • 1 breakfast • Morning and afternoon refreshments and snacks



Indoor Comfort Experts

2009 Texas Housing Conference

who we are The Texas Affiliation of Affordable Housing Providers (TAAHP) is an organization of more than 180 state and national housing providers dedicated to ensuring everyone has a safe and affordable place to live. Our members include single and multifamily developers, builders and owners, property managers, investors, lenders, syndicators, architects, engineers, and nonprofit organizations.

Texas Affiliation of Affordable Housing Providers

legislative representation


Through its government relations efforts, TAAHP projects a powerful voice advocating the interests of the affordable housing industry in Texas. TAAHP addresses the effects of housing shortages on low income individuals ranging from first year school teachers, EMS personnel, firefighters, police officers, nurses, social service workers, and others whose income level is above government assistance standards and below market rate rental housing standards. Since 1997 TAAHP members have placed in service tens of thousands of affordable rental housing units across the state of Texas and the Nation.

what we do  Build successful business relationships  Represent tens of thousands of affordable housing units  Work for laws, regulations, and programs necessary for the development of a viable affordable housing inventory in Texas.


i m p a c t

community Your Voice and Vigilance in Austin

 Support our members through various services ranging from merchandising to health care programs

health benefit program

merchandise discount programs

become a member today - see reverse side for details For more information visit or call (512) 476-9901.

Texas Affiliation of Affordable Housing Providers Membership Investment Form Member Information Date______________________________________________________________ Company/Organization__________________________________________ Name___________________________________________________________ Title_____________________________________________________________ Address_________________________________________________________ City______________________________________________________________ State_____________________________Zip_____________________________ Tel________________________________________________________________ Fax_______________________________________________________________ Email ____________________________________________________________ Website__________________________________________________________

Non-Voting Membership



Credit Card #_______________________________________________ Expiration Date________________Verification Number_____________ Name (as it appears on card)___________________________________ Signature___________________________________________________ A 3% processing fee will be added to all credit card transactions.

Send to:

Active Membership - $550.00

Any business, firm, corporation, partnership, sole proprietorship, individual professional or other legal business entity which is involved in the affordable housing industry or provides services, supplies or equipment for the affordable housing industry and is directly interested in its welfare, complies with TAAHP Bylaws, pays current dues, and meets required membership qualifications, is eligible for active membership in TAAHP and is entitled to one vote per membership, eligibility for service on the Board of Directors, and all committees following appointment.

Third Active Membership (non-voting)-$150.00

Check (make payable to Discover

Lifetime Membership - $10,000.00

A member in this category shall have all privileges of an Active Member, and is entitled to this designation by paying a one-time membership dues fee as determined annually by the TAAHP Board of Directors. Membership services (excluding meeting registration fees) shall continue for the business entity’s lifetime, their resignation, or demise of the organization, whichever occurs first.

Second Active Membership (non-voting)-$250.00

Method of Investment American Express

Voting Membership

Mail 814 San Jacinto Blvd., Suite 408 Fax 512.476.9903 Online

814 San Jacinto Blvd., Suite 408  Austin, TX 78701  512.476.991  512.476.9903 

Governmental / Regulatory Membership - $150.00

Any individual associated with or responsible in any manner within the title of this category may join TAAHP after meeting the qualifications and paying dues determined by the Board of Directors.

Educators / Student Membership - $50.00

Any individual directly associated with an institution of higher learning and whose field of study and expertise is related to the field of affordable housing may join the Organization by meeting the qualifications and paying dues determined by the Board of Directors. Separate dues may be established for these two classifications: Educators and Student. Federal Income Tax Notice: Membership Investments are not deductible as charitable contributions for federal incomes tax purposes; however, investments are deductible by members as an ordinary business expense. A portion of investments are not deductible as an ordinary business expense to the extent TAAHP engages in lobbying. The non-deductible portion of investments for 2009 is 10%.

Schedule at a Glance Monday



8:30 a.m. - 4:30 p.m. Executive Management Workshop Stone’s Crossing 3 - 6:30 p.m. Exhibits Open Four Seasons Ballroom 3 - 4:15 p.m. Opening Session San Jacinto Ballroom 4:15 - 5 p.m. Texas Affiliation of Affordable Housing Providers (TAAHP) Annual Members Business Meeting San Jacinto Ballroom

July 29, 2009

July 28, 2009 7:30 a.m. - 6:30 p.m. Exhibits Open Four Seasons Ballroom

7:30 - 8:30 a.m. Coffee & Doughnuts Four Seasons Ballroom

7:30 - 8:30 a.m. Breakfast Four Seasons Ballroom

9:30 - 11:30 a.m. Housing Policy Brunch Four Seasons Ballroom

8:30 - 4:45 p.m. Educational Sessions

11:30 a.m. Conference Adjourns

Noon - 1:30 p.m. Leaders of Today Luncheon San Jacinto Ballroom

12 noon - 7 p.m. 11th Annual Benefit Golf Tournament River Place Country Club Austin, TX

5 - 6:30 p.m. Reception Four Seasons Ballroom


July 27, 2009

5 - 6:30 p.m. Welcome Reception Four Seasons Ballroom

thc 2009 Wine Tour

When: Monday, July 27 Where: Booths 10, 27, 37, & 46 Time: 5:00 – 6:30 p.m.

SPECIAL events

Capital One Smoothies Wells Fargo Ice Cream Bars

When: Tuesday, July 28 Where: Booth #38 Time: 2:45 – 3:15 p.m.

When: Tuesday, July 28 Where: Booth #42 Time: 2:45 – 3:15 p.m.

Benefit Golf Tournament

When: Wednesday, July 29 Where: River Place Country Club, Austin, TX Time: 12 noon – 7 p.m.

visit the registration desk for more information about our special events 2009 Texas Housing Conference


Education Sessions Monday, July 27, 2009

education sessions

Executive Management Workshop

Location - Stone’s Crossing, Four Seasons Hotel 8:30 a.m. - 9:45 a.m.

Design and Build Structures to Last - Part I How to Avoid Defective Design Features and Optimum Product Selection Steve Easley, Steve Easley & Associates

9:45 - 10 a.m.


10 - 11a.m.

Design and Build Structures to Last - Part II Water & Moisture Management and Indoor Air Quality Issues Steve Easley, Steve Easley & Associates

11 - 12 noon

2009 Energy Code - Part I Get the facts on the new 2009 International Energy Conservation Code (IECC) Shirley Muns, Texas A&M Research Center

12 noon - 1 p.m.

Lunch - Workshop on how to complete and submit Energy Tax Credit forms

1 - 2 p.m.

2009 Energy Code - Part II Find out how you can tap into energy efficient housing Federal Tax Credit funds for your multifamily communities. Shirley Muns, Texas A&M Research Center

2 - 3:15 p.m.

Design and Build Structures to Last - Part III Reducing Call Backs and Identifying Maintenance Issues Prior to Occupancy Steve Easley, Steve Easley & Associates

3:15 - 3:30 p.m.


3:30 - 4:30 p.m.

Design and Build Structures to Last - Part IV Strategies to Tennant Proofing Your Communities Steve Easley, Steve Easley & Associates

4:30 p.m.

Class Adjourns

About the



Steve Easley is an internationally

Shirley Muns is an energy consultant

recognized construction consultant specializing in solving building science related problems and educating building industry professionals and their trade partners. His work focuses on increasing quality of construction, sustainability and reducing costly mistakes that lead to construction defects and call backs. Services provided include job site quality analysis, design review, educational seminars, mediation and product consulting. Steve’s mission is helping industry professionals build structures that are durable, energy efficient, healthy and comfortable to live and work in.

and also works as a Codes Specialist at the Energy System Laboratory, Texas A&M University System. Shirley currently serves the International Code Council as a member of the IECC Code Development Committee and as a contractor instructor providing Energy code and Green building training along with fundamental Building and Residential code and inspection training. In addition, Shirley is serving as a voting member on three ASHRAE committees; which are the 90.2 Low rise residential standard, the Code Interaction Subcommittee, and TC 4.5, the Building Materials Technical Committee.

2009 Texas Housing Conference

Education Sessions Tuesday, July 28, 2009

Many Thanks To Breakfast Partner From the Lenders Point of View

education sessions

8:30 - 10 a.m.

Room: Cypress Room, Shoreline Grill

This in-depth discussion from some of the Nation’s top lenders will focus on how loans are being underwritten today and how lenders are making the tough deals work.

Linda McMahon Neighborhood Strategies, LLC Moderator

Laura Bailey Capital One Bank, N.A.

Lloyd Griffin Citi Bank

Ken Overshiner JPMorgan Chase

Turning Around a Struggling Property

Mike Clark Alpha-Barnes Real Estate Services Moderator

Brad Bullock Capmark Affordable Equity, Inc. Group, Inc.

Room: Stone’s Crossing

Gilbert Gerst JPMorgan Chase

Property Owners and Managers must start thinking like Asset Managers. Your panel of experts will identify the early warning signs of a struggling property, how to turn the community around, the steps and tactics to mitigate the issues and how you and your team of professionals can get everything on the right track.

Green Building I

Steve Easley Steve Easley and Associates

Mark Ragsdale PNC Multifamily Capital

Room: Little Colony This session will cover the key elements of green building in the multifamily industry and the basics of the National Green Building Standards. You will walk away with an understanding of how the design, construction and operation of wood framed buildings impacts carbon emissions. Your trainer, Steve Easley, is an internationally recognized construction consultant, and he will identify the top 5 cost effective strategies for Green Building, Durability, and Sustainability.

Civic Practices that Win Public Support for Affordable Housing

Room: Waterloo

With opposition to affordable communities skyrocketing, get the fundamental strategies to identify your allies and your opposition as well as define the demographics of your tenants. This dynamic session will help you overcome the NIMBY mentality plaguing our country today

Patrick Slevin The Slevin Group, Inc.

Innovation in Affordable Housing Design - Experiences from Australia, UK and the USA

Room: San Jacinto West

Using case studies across three continents, this presentation will describe how affordable housing projects need innovative funding arrangements, supportive planning policy and good design to succeed. Design issues are key to providing appropriate housing for low-income individuals and families, and providing quality developments that are accepted by the wider community and provide good investments for housing providers.

Eloise Atkinson Deicke Richards, Brisbane Q Australia

10 - 10:30 a.m.

Refreshment Break

Sponsored by Practical wisdom, trusted advice. Comprehensive legal services for affordable housing and community development.


education sessions

Education Sessions Tuesday, July 28, 2009 10:30 a.m. - 12 noon HUD & the New Era of Housing

Room: Cypress Room, Shoreline Grill

Do you know what President Barack Obama, Barney Frank, and the current Administration are doing in relation to HUD deals? With billions of dollars available in additional funding, get an overview of where the money is, who it is going to, key audit provisions, and more. Your esteemed panel of speakers will also cover the Omnibus Bill Bobby Bowling and the Stimulus Package. Tropicana Homes Moderator

Michael Backman Multifamily Hub Director Ft. Worth U.S. Department of Housing and Urban Development

Monica Sussman Nixon Peabody LLP

Legal Liabilities in Today’s Tax Credit Housing Market Get the War Stories and Resolutions here! Find out what your liabilities and opportunities are when an investor does not honor their commitment after closing.

Nicole Flores Toni Jackson PNC MultiFamily Capital Coats Rose Moderator

Steve Easley Steve Easley and Associates

Dan Markson The NRP Group Moderator

12 noon - 1:30 p.m.

With utility costs through the roof, get the facts from Steve Easley on critical design mistakes that lead to high energy use in your multifamily communities. Steve will introduce cost effective strategies for building green, share market research illustrating the consumer’s interest and preference in today’s environment and help you optimize green building product selection. This session will explain how building a tight, energy efficient structure will enhance indoor air quality and lower your utility bills and increase comfort too.

Bob Voelker Munsch Hardt Kopf & Harr, PC

Patrick Slevin The Slevin Group, Inc.

Leaders of Today Luncheon

Thank You


John Shackelford Shackelford, Melton, & McKinley LLP

Room: Little Colony

A Developer’s Response to Organized Opposition to Affordable Housing

Room: Stone’s Crossing

Green Building II

Susan Wilson Novogradac & Company LLP

Room: Waterloo

Political approvals are critical to getting your deals done. This intriguing session will give you a step by step outline on how to secure political approvals while dealing with the opposition and give you a great guideline on the steps that you can take to build a Fair Housing case record. In addition, you will get an update on the St. Bernard Parish case. Learn about: - How to Gain Community Support for Dennis Roossein Affordable Housing; - How a Developer Works with Munsch Hardt Kopf & Harr, PC the City when Opposition is coming and, - “Your Headed to Court - What Do You Do Now?”

sponsored by

Education Partners

2009 Texas Housing Conference

Education Sessions Tuesday, July 28, 2009

1:30 - 2:45 p.m.

Room: Cypress Room, Shoreline Grill

A panel of senior leadership from TDHCA including Brooke Boston, Tom Gouris, and Kevin Hamby, will be joined by national experts Anthony Freedman and Mark Shelburne to answer your questions and address your concerns about the rapidly changing housing tax credit market and what it means for you, your business, and the future of affordable housing in Texas. Don’t miss this rare opportunity to dialogue with state and national decision-makers!

Anthony Freedman Granger MacDonald MacDonald Companies Holland & Knight Moderator

Mark Shelburne Counsel & Rental Policy Coord. North Carolina Housing Finance Corp.

Tax Credits 101

Room: Stone’s Crossing

Tax Credit Know How: The roles of the allocating agency, the developer, the lender, and the investor in a successful development will be discussed; a typical tax credit transaction explored; and the reservation process, placed-in-service date and tax credit period examined.

Edwina Carrington Reznick Group P.C.

Diana McIver DMA Development Co., LLC

How to Deal with Deferred Developer Fees and Avoid Penalties

Room: Little Colony

How to deal with developer fees including deferred fees and the use of creating a critical issue in the tax credit industry ranging from the lender comfort level to the actual developer’s dilemma.

Barry Kahn Hettig-Kahn Moderator

Cynthia Bast Locke Lord Bissell & Liddell

Sam Ganeshan Hudson Housing Capital

Don’t Build an Energy Dud

George Littlejohn Novogradac & Company LLP

Room: Waterloo

As energy prices continue to rise along with a growing awareness of the environmental costs of energy usage, building owners are looking for technologies that will lower their heating and cooling costs. Find out everything you need to know about radiant barrier and structural roof sheathing. Alan Jumper Louisiana Pacific Building Products

The Oncor Energy Star Low-rise Multifamily Rebate Program

Room: Live Oak, Shoreline Grill

An ENERGY STAR Multifamily building is at least 15% more efficient than a building constructed to state code. With energy and transportation costs rising, industry leaders recognize that now is the time to build, promote and lease high efficiency units. Learn how ENERGY STAR, a third party verification program, can provide you with additional resources, marketing messages, and construction techniques to build more efficient complexes. Traci Synatschk ICF International

2:45 - 3:15 p.m. Refreshment break

sponsored by 17

education sessions

Ask TDHCA and National Industry Experts

Education Sessions education sessions

Tuesday, July 28, 2009 3:15 - 4:30 p.m.

The 2010 QAP Roundtable

Room: Cypress Room, Shoreline Grill

TDHCA Multifamily Program Manager Robbye Meyer and other agency leadership will present their initial thoughts on the direction of the 2010 Qualified Allocation Plan and how recent industry and legislative changes may impact this important set of rules. TDHCA staff will also solicit your comments regarding the 2010 QAP. No Photo Available

Barry Palmer Robbye Meyer Coats Rose Director for Multi-Family Finance Prod. Moderator TDHCA

No Photo Available Tom Gouris Deputy Director for Housing Programs TDHCA

Tax Credits 102

Room: Stone’s Crossing

The roles of the allocating agency, the developer, the lender, and the investor in a successful development will be discussed; a typical tax credit transaction explored; and the reservation process, placed-in-service date and tax credit period examined.

Edwina Carrington Reznick Group P.C.

Diana McIver DMA Development Co., LLC

Environmental Requirements for TDHCA Tax Credit or HOME Funds

Room: Live Oak, Shoreline Grill

Get an in-depth review of the environmental requirements for submitting a TDHCA Tax Credit or HOME funds application in this important session. Find out what level of the assessment is necessary for each and the differences between the two. Both applications require more than the standard Phase I Environmental Site Assessment as defined by the ASTM or EPA AAI requirements. Find out how to prevent rejected or delayed applications. James Dismukes Phase Engineering, Inc.

High Performance Building Systems

Room: Waterloo

Learn the latest in Building Science - Heat, Air and Moisture Flows in Buildings, Building Durability, Building Envelope Considerations: Insulation effectiveness, Airtightness, HVAC Considerations and Indoor Air Quality.

No Photo Available

Randy Nicklas Icynene Corp.

Green Building Initiatives Implemented by TDHCA in the 2009 QAP

Room: Little Colony

The Texas Department of Housing and Community Affairs implemented a series of green building initiatives in the 2009 QAP, presenting an opportunity for environmental innovation in Texas and a long-term, cost-effective solution for developers. This session will provide an overview of green building in the affordable housing sphere and focus on how to incorporate the new initiatives most effectively in developments.


Sally Gaskin SGI Ventures, Inc.

Mary Luevano Green Global

Walker Wells Green Global

2009 Texas Housing Conference

Wednesday, July 29, 2009

Housing Policy Brunch Sponsored by

panel The Honorable Representative Jose Menendez Texas House of Representatives

Dine Discuss Deliver

The Honorable Senator Royce West Texas Senate Mike Gerber Executive Director Texas Department of Housing and Community Affairs Mark Shelburne Counsel and Rental Policy Director North Carolina Housing Finance Agency

Discuss and learn the latest issues facing local and national single and multifamily housing needs with industry leaders while you enjoy the Four Seasons Hotel award winning brunch.

Anthony Freedman Partner Holland & Knight

Wednesday, July 29, 2009 9:30 - 11:30 a.m. Four Seasons Ballroom

Gift contribution opportunities available call: 512.476.9901 or email: for more information.


Exhibitor Listings (alphabetical)

Our thanks to the exhibitors for supporting Texas Housing Conference 2009

Accessibility Design Associates............................................. Booth 52

Locke Lord Bissell & Liddell LLP............................................. Booth 39

Alpha Barnes Real Estate Services........................................ Booth 10

LP Building Products.................................................................... Booth 15

Amegy Bank of Texas.................................................................... Booth 14

Moen...................................................................................................... Booth 37

Aycock & Fowler Insurance...................................................... Booth 2

Novogradac & Company LLP.................................................. Booth 35

Bank of America.............................................................................. Booth 30 Capital One, NA............................................................................... Booth 42

Oncor ENERGY STAR Low-rise................................................. Booth 23 Multifamily Program

Cardell Cabinets.............................................................................. Booth 43

Orion Real Estate Services, Inc................................................ Booth 44

CenterPoint Energy....................................................................... Booth 56

Phase Engineering, Inc. ............................................................. Booth 16

CHASE Bank........................................................................................ Booth 7

PNC MultiFamily Capital............................................................. Booth 6

Coats | Rose........................................................................................ Booth 19

Property Tax Advocates.............................................................. Booth 9

Design House.................................................................................... Booth 13

Raymond James Tax Credit Funds, Inc.............................. Booth 22

DryFlekt Kick-Out Diverter Flashing®/................................ Booth 41 DryFlekt Products, Inc.

RBC Capital Markets - Tax Credit Equity Group............ Booth 33

DuPont Tyvek.................................................................................... Booth 18

Reznick Group, PC.......................................................................... Booth 1

Enterprise............................................................................................ Booth 40

SECO....................................................................................................... Booth 21

Federal Home Loan Bank of Dallas...................................... Booth 24

Shackelford, Melton & McKinley, LLP.................................. Booth 20

Goodman Manufacturing Company................................. Booth 27

The Slevin Group............................................................................ Booth 53

Hacker Industries, Inc................................................................... Booth 36

Spectrum Enterprises, Inc/....................................................... Booth 49 The Spectrum Companies

Regions Corporate Trust Services......................................... Booth 32

HomeTeam Pest Defense.......................................................... Booth 34

Texas Department of Housing and Community Affairs........Booth 17

Oncor ENERGY STAR Low-rise................................................. Booth 23 Multifamily Program

Tompkins Energy Solutions...................................................... Booth 57

ICI Construction Inc....................................................................... Booth 26

United Apartment Group.......................................................... Booth 31

INSgroup, Inc. (Business Insurance Group)..................... Booth 12

US Bank................................................................................................. Booth 28

Inter-Faith Group............................................................................ Booth 29

Ward, Getz, & Associates, LLP.................................................. Booth 25

Lancaster Pollard Mortgage Co............................................. Booth 48

Wells Fargo......................................................................................... Booth 38

Liquid Lux LED.................................................................................. Booth 47

Whirlpool............................................................................................. Booth 46  To Shoreline

Linear...................................................................................................... Booth 11

 To Shoreline

 To Shoreline Several sessions will be held next door at the Shoreline Grill’s Cypress and Live Oak meeting rooms located on  To Shoreline the lake level. Please follow the directions below.

Cypress Room ~200 guests

Several sessions will be held next door at the Shoreline 20 Grill’s Cypress and Live Oak meeting rooms located on the lake level. Please follow the directions below.

Service Area

Cypress Room ~200 guests

Service Area

Men’s Room

Ladie Room

Mechanical Room

Leaving from the hotel lobby: Exit the front door and go left. Follow the sidewalk to the end of the Four Seasons Hotel building and walk down the cement stairs to your left . Fountain

Wheelchair Access Leaving from the lower level conference area: Exit the doors facing the lake and go right. Follow the sidewalk to the end of the FourService Seasons Hotel building and walk Area Men’s Ladies Room Room  To Shoreline towards the cement stairs to your right.


Indoor Banquet Space

Outdoor Balcony

Pre Registration




Tompkins Center Energy Point Solutions Energy


San Jacinto Ballroom West


The Slevin Group




Property Tax Advocates


Alpha Barnes Real Estate Services




INS Group



Amegy Bank of Texas


Oncor Energy STAR



Fed Home Ward, Getz Loan Bank & Assoc. of Texas



Home Team



43 44

Cardell Orion Real Estate Cabinets Services





Capital One






Locke Lord Wells Fargo Liddell & Bank, N.A. Bissell, LLP




Hacker DryFlekt






& Fowler Insurance

2 Aycock





MultiFamily Capital







Spectrum Enterps


Lancaster Pollard


Liquid Lux


*Breakfast, breaks, and receptions located inside exhibit hall.






US Bank United Apt. Group


Goodman Regions Manufac- Corporate turing Trust

Inter-faith Bank of Group America


Shackleford M & M LLP




DuPont Coats Rose Tyvek Law Firm




Phase Engineering, Inc.





Markets - Tax ICI Construction Credit Equity

LP Building Raymond Products James

RBC Capital

*Breakfast, breaks, and receptions located inside exhibit hall.


Design House

Internet Room

Accessibility Design 52 Associates



San Jacinto Ballroom East



horeline Grill

Exhibit Hall Floorplan

Exhibit Hall Hours

Monday, July 27 Tuesday, July 29

3 p.m. - 6:30 p.m. 7:30 a.m. - 6:30 p.m.

THC breakfast, lunch and receptions will be held inside the Exhibit Hall.


exhibitor descriptions

Exhibitor Descriptions Accessibility Design Associates, Inc. Booth 52

Aycock & Fowler Insurance Booth 2

Capital One, N.A. Booth 42

4422 Pack Saddle Pass, Suite 102 Austin TX 78745 Phone: (512) 291-8470 FAX: (512) 892-7401 Contact: Chris Schexnayder, Pres/Owner E-mail:      

8206 Vicksburg, Lubbock, TX 79424 Phone: 866-426-4990 FAX: (806) 798-2700 Contact: Wayne Pierce, Association/Employee Benefits Email:

5718 Westheimer Road, 10th Floor Houston, TX 77057 Phone: (713) 435-5324 FAX:  (713) 435-5683 Contact: John Yochum, Senior Capital Officer E-mail:

Accessibility Design Associates, Inc., is a privately owned accessibility consulting firm that specializes in compliance with all federal, state and local accessibility rules and regulations. ADA assists owners, architects, developers, etc., comply with applicable accessibility requirements in new construction and renovations.  We also perform assessments of existing properties; provide litigation support services and general accessibility consultations.  Our expertise includes, but is not limited to the ADA, Texas Accessibility Standards, Fair Housing Act, UFAS, IBC and ANSI.

Alpha-Barnes Real Estate Services Booth 10 12720 Hillcrest, Suite 400, Dallas, TX 75230 Phone: (972) 643-3200 FAX: (972) 503-7569 Contact: Michael D. Clark, Principal E-mail: bronze partner Alpha-Barnes Real Estate Services is a leader in Texas and the Southwest in the third-party property management of affordable housing. With principal offices in Dallas and satellite offices in Austin and San Antonio, A-BRES manages over 15,000 units with 12,000 being affordable in nearly 100 properties. In addition the Compliance staff at A-BRES provide ongoing compliance review and advisory services to over 3,000 units of affordable housing. In its other real estate related role, A-BRES is a developer of conventional apartments in the Dallas-Fort Worth area where it has developed over 3,000 units over the past 10 years.

Our goal is to assist you in management and planning for all your insurance needs. As professionals, we assess your needs and offer a variety of insurance solutions. We work hard to build a trusting relationship to make you feel comfortable and confident in our abilities when acting as your consultant. Our greatest value is our dedication to your service.

Bank of America Booth 30

silver partner

901 Main Street, 20th Fl. , Dallas, TX 75202 Phone: (214) 209-3022 FAX: (214) 416-0740 Contact: Valerie A. Williams, SVP, Client Manager E-mail: m?template=overview                                Bank of America Commercial Real Estate Banking is the largest provider of commercial real estate financial services in the country.  This dedicated team of real estate professionals provides project and corporate finance and comprehensive financial solutions for a broad array of clients including public and private Real Estate Investment Trusts (REITS), funds, as well as commercial and residential development companies.  Bank of America is one of the world’s largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services.

silver partner

Capital One Financial Corporation is a financial holding company whose subsidiaries collectively have $121 billion in deposits and $150 billion in managed loans outstanding as of March 31, 2009. Well known for credit card products, Capital One also operates full service banks in Texas, Louisiana, New York, New Jersey, Virginia, Maryland, and the District of Columbia.  Capital One’s community development program invests and lends over $500 million annually to serve the needs of our communities.

CenterPoint Energy Booth 56 naturalgas/buildersandtradeallies/contactus/TX/ CenterPoint Energy’s natural gas distribution businesses have been serving customers for more than 130 years. With more than 106,000 miles of main and service lines, each year we deliver natural gas to more than three million residential, commercial and industrial customers in six states. This makes CenterPoint Energy the third largest publicly traded natural gas distribution company in the country.

Amegy Bank of Texas Booth 14 1221 McKinney Street, Level P-1 Houston, Texas 77010 Phone: (713) 232-6036 FAX: (713) 571-5010 Contact: Mary Jane Henson, Corporate Trust Manager E-mail: We are a premier, full-service corporate trust provider offering an extensive array of products and services located in the heart of downtown Houston. Our Texas Corporate Trust office has more than 100 years of combined experience in corporate trust services and offers the flexible and responsive trust services you need.


Visit booth #2 to learn about TAAHP’s new health benefit program

2009 Texas Housing Conference

Exhibitor Descriptions CHASE Booth 7

Coats | Rose Booth 19

platinum partner

Chase is a national leader in community development finance for affordable housing and economic development projects. Through our vast resources , we can offer financing for projects of any size and complexity, both short term and long-term.  We distinguish ourselves as leaders by providing loans and community development services to meet the needs of low-and moderate-income communities throughout the United States.

3 Greenway Plaza, Suite 2000 Houston, TX 77046 Phone: (713) 651-0111 FAX: (713) 651-0220 Contacts: Barry J. Palmer, Director E-mail: and/or Antoinette M. “Toni” Jackson, Director E-mail: The Coats | Rose Affordable Housing Group has extensive experience in affordable housing development. We have represented for profit developers, non-profit developers and public housing authorities utilizing a variety of financing techniques, including HOPE VI financing, low income housing tax credits, private activity tax-exempt bonds, 501(c)(3) tax-exempt bonds, investment syndications and conventional financing. Our attorneys routinely structure complex transactions providing comprehensive solutions utilizing all aspects of financing in the affordable housing arena.

Design House Booth 13 5205 W Donges Bay Rd., Mequon, WI 53092 Phone: (262) 242-5205 FAX: (262) 236-4579 Contact: Tim Hobbs, National Sales Manager E-mail:     Design House has been serving the home improvement market for 135 years.  We offer value to the builder by saving time, saving money, and providing a one source solution for matching home décor products.  Our WholeHouse™ program is the first and most complete after-paint décor packages designed for builders.  WholeHouse™ coordinates styles and finishes across major product categories including lighting, ceiling fans, locks, door hardware, faucets and bath accessories.  One Source. One Order. One shipment.

DryFlekt Kick-Out Diverter Flashing® DryFlekt Products, Inc. Booth 41 128 Radio Circle Drive, Mount Kisco, NY 10549 Contact: Scott Butler, DryFlekt® Sales & Marketing Toll Free USA & Canada Phone: (877) 985-1010 FAX: (877) 985-1011 E-mail:

Serving Housing and Redevelopment Agencies since 1975

ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ

Loan Servicing Tax Monitoring HUD Compliance Monitoring Davis-Bacon Wage Compliance Monitoring Multi-Family Credit Underwriting Financial Monitoring Contact: HQS Inspections Michelle “Micki” Gylten Loan Underwriting Regional Sales Manager Funds Disbursement

(866) 626-6114

AmeriNational is proud to be an approved Servicer in all 50 states for: ƒ Freddie Mac ƒ Fannie Mae ƒ FHA Title I and Title II ƒ Veterans Administration

DryFlekt® is a one piece, molded seamless, flexible product, manufactured from recyclable engineered preformed polypropylene material. DryFlekt’s® roof edge stop ensures consistent placement with every installation, and the diverter angle can be adjusted for the varied pitches of steep sloped roofs providing an effective result every time. The DryFlekt® patented design creates a downward & outward water flow away from the wall necessary in preventing water intrusion where sloped roofs intersect vertical walls. 14.5” L x 6” H x 6” W.

DuPont™ Tyvek® - WPL Booth 18

silver partner

P.O. Box 543154, Dallas, TX 75354 Phone: 800-288-9835 FAX: 866-550-0225 Contact: Brian McKay, Product Marketing Manager E-mail: Weatherization Partners, Ltd., is the southwest marketer and distributor of DuPont™ Tyvek® Weatherization Systems. As a leader in building innovations, DuPont™ Tyvek® is an essential component for healthier, safer, more energy-efficient commercial and residential buildings. Installing DuPont™ Tyvek® not only helps to reduce operating costs but helps create more sustainable structures by protecting building materials from water and air penetration, the formation of mold and mildew, and protects from corrosion. Wrapping a building with DuPont™ Tyvek® can help contribute toward LEED® credits and the NAHB National Green Building Standard.


exhibitor descriptions

Community Development Banking 2200 Ross Avenue, Floor 9 (TX1-2951) Dallas, TX 75201 Phone: (214) 965-2113 FAX: (214) 965-3297 Contact: Gilbert Gerst, Vice President E-mail:

silver partner

exhibitor descriptions

Exhibitor Descriptions Enterprise Booth 40

bronze partner

10227 Wincopin Circle, Columbia MD 21044 Phone: (410) 772-2594 FAX: (410) 772-2585 Contact: Philip Porter, Vice President, Syndication - Originator E-mail: Enterprise Community Investment, Inc. is a leading provider of the development capital and expertise it takes to create decent, affordable homes and rebuild communities.  Enterprise is committed to advancing Green building and supportive housing and is a leader in preservation and Gulf Coast recovery efforts.

Federal Home Loan Bank of Dallas Booth 24 8500 Freeport Pkwy South, Irving, TX 75063 Phone: 800-362-2944 FAX: (214) 441-8888 Contact: Greg Hettrick, Vice President, Director Community Investment E-mail:

Goodman Manufacturing Company, L.P. Booth 27 bronze partner 5151 San Felipe, Suite 500 Houston, TX 77056 Phone: (713) 263-5064 FAX: (713) 586-8059 Contact: Dick Rydzeski, Director National Builder Sales E-mail: We’ve been building Goodman® brand air conditioning and heating equipment since 1982. Given our nearly three decades of experience in the heating and cooling business, home builders and home owners can be assured that Goodman brand air conditioning and heating systems meet the highest industry standards and are installed by some of the best and most experienced professionals in the industry. When you choose the Goodman brand, you can rest assured that you’ll receive a refreshingly affordable product that’s covered by what we believe to be the best product warranties in the heating and cooling industry.

Hacker Industries, Inc. Booth 36 1600 Newport Center Drive, Suite 275 Newport Beach, CA 92660 Phone: (949) 729-3101 Contact: Heidi Larsen, Communications Manager E-mail: For over 25 years, Hacker Industries, Inc. has been the premier supplier of FIRM-FILL Brand Gypsum Concrete Floor Underlayments and sound control products. With the proven performance of over two billion square feet installed nationwide, Hacker Floor Underlayments are the ideal solution to achieve high-strength, sound-rated, and fire resistant surfaces in multi-family construction, commercial projects and custom homes. Hacker Floor Underlayments are designed to meet the widest range of project specifications and provide design flexibility.

The Federal Home Loan Bank of Dallas supports housing and economic development by providing access to favorably priced funds to more than 900 member institutions across our five-state District. The Affordable Housing Program (AHP) offers direct grants to assist our members in meeting their community’s affordable housing needs.  AHP grants are intended to bridge financing costs for construction, renovations, repairs, down payment, closing costs and first-time homebuyer counseling. Call 1-800-362-2944 or visit for more information.

Join Wells Fargo for ice cream at the Texas Housing Conference Stop by our booth, #38, at 2:45pm for ice cream bars! July 28 | Austin Learn more about Wells Fargo’s dependable financing, investment and trust solutions: FHA, Fannie Mae and Freddie Mac Lending Credit Enhancement Bond Underwriting and Remarketing LIHTC Equity Investing Construction/Bridge Loans Bank Letter of Credit Trustee Services Paying Agent/Registrar Escrow and Custody Accounts

© 2009 Wells Fargo Bank, N.A. All rights reserved.


2009 Texas Housing Conference

Exhibitor Descriptions Inter-Faith Group Booth 29

2214 Paddock Way, Suite 300 Grand Prairie, Texas 75050-1005 Office: (972) 408-2400 FAX: (972) 408-2430 Cell:     (214)-232-4909 Contact: Dirk Korte, VP Builder Sales, West Division E-mail:

3131 West Alabama, Suite 300, Houston, TX 77098 Phone: (713) 526-6634 FAX: (713) 526-7019 Contact: Christine DeCuir – Marketing Manager E-mail:

HomeTeam Pest Defense — Pest and Termite Solutions. HomeTeam Pest Defense is the #1 builder pest management company and offers the Taexx® built-in pest control system to homebuilders. The system targets household pests using perforated distribution lines installed in designated walls during home construction. A HomeTeam technician services the system from ports located on the outside. For termite protection, HomeTeam applies a termiticide to the wood framing supports during construction and installs Sentricon, an in-ground baiting system that offers long-lasting protection from subterranean termites. For more information, call: 972-408-2400.

ICI Construction, Inc. Booth 26 5057 Keller Springs Road, Suite 200 Addison, Texas 75001-5948   Contact: Leia Sidwa, Director of Marketing Phone: (972) 715-7751 FAX: (972) 866-0023        E-mail: ICI Construction, Inc is your Tax Credit Builder.  Over the past 25 years ICI has built a solid reputation for providing pre-construction services, value engineering and expanded quality control.  Our experience in these areas helps ensure a successful outcome for the owner through all phases of project delivery.  ICI’s Tax Credit resume includes the successful completion of 26 properties, 4,250 units, 4 million SF of space and 15 years of tax credit building expertise.

INSGROUP, Inc. (Business Insurance Group) Booth 12

bronze partner

1455 West Loop South, 9th Floor, Houston, TX 77027 Phone: (713) 860-8840 Fax: (713) 860-8839 Contact: Philip B. Wise E-mail: Insgroup places all lines of commercial Property and Casualty Insurance, Group Medical & Supplemental Benefits Insurance, provides Risk Management Consulting, and Surety Bonding Services. In addition to insurance program design and placement, we provide valued added services aimed at reducing your total cost of risk.  These services include claims management, safety & loss prevention consulting, and alternative risk transfer consulting.  Providing “first class” service to our clients is our #1 priority.  We welcome your inquiries and look forward to working with you.

gold partner

Our mission at Inter-Faith Group is to impact communities and their residents by offering the assurance of a balanced perspective, flexible programs and services, and a diverse, visionary staff. With decades of experience, Inter-Faith has the specialized expertise, long-standing reputation and proven business practices to deliver Affordable Housing Development and Property Management programs, as well as Resident Services, that help improve communities and change lives.

Lancaster Pollard Mortgage Co. Booth 48 1301 South Capital of TX Hwy, Suite A-130 Phone: (512) 327-7400 FAX: (512) 327-7403 Contact: Ginger McGuire, Senior Vice President E-mail: Lancaster Pollard is a leading affordable housing lender known for its client dedication and offers a full range of investment banking, mortgage banking and financial advisory services. As a specialist in commercial mortgages insured or guaranteed by Fannie Mae, FHA, GNMA and USDA, we serve both nonprofit and for-profit developers/owners. Our full spectrum of refinance, preservation/revitalization and new construction funding options allow us to provide solutions in any economic environment.

Liquid Lux LED Booth 47 2714 Checker Dr., Cedar Park, TX 78613 Phone: (512) 739-1898 Contact: Marc Millican E-mail: Liquidlux LED provides energy reduction lighting solutions. We are proud to be introducing the first truly ‘green’ lighting products in the United States at the Texas Housing Conference. Our custom lighting products are extremely energy efficient and environmentally safe. We offer a complete line of LED lighting solutions for a wide range of applications, and are committed to providing a top quality product along with consistent and reliable customer service.

Linear Booth 11 1950 Camino Vida Roble, Ste 150, Carlsbad, CA 92008 (800) 421-1587 or (760) 438-7000 (800) 468-1340 or (760) 931-1340 George Gilbert, National Account Mgr – Builder Program; E-mail: Linear produces a complete range of structured wired products tailored for the residential building industry. They are designed to support the technology of integrating and automating the entertainment, communications, data, and security functions increasingly demanded by today’s lifestyle. We offer systems to the builder in a pre-packaged, trade-priced program complete from promotion to installation. The packages are designed for production homes as well as highly customized homes. Sell more solutions with the Linear Builder Program.

Locke Lord Bissell & Liddell LLP Booth 39 silver partner 100 Congress Avenue, Suite 300 Austin, Texas 78701 Phone: (512) 305-4700 FAX: (512) 305-4800 Contact: Cynthia L. Bast, Partner E-mail: Locke Lord Bissell & Liddell LLP is a full-service, national law firm with offices in Atlanta, Austin, Chicago, Dallas, Houston, London, Los Angeles, New Orleans, New York, Sacramento, San Francisco and Washington, D.C. Locke Lord was formed in 2007, after the combination of Texas-based Locke Liddell & Sapp PLLC and Lord Bissell & Brook LLP, a national firm headquartered in Chicago. With an expanded geographic scope, and a national reputation in complex litigation, regulatory and transactional work, Locke Lord is focused on achieving client success as a team.

LP Building Products Booth 15

bronze partner

414 Union St. Ste. 2000 Nashville, TN 32719 Phone/Fax Number:  336-404-6952  Contact: Yuri Lawrence LP is a premier supplier of commodity and specialty building products serving multifamily and single family, as well as retail, wholesale and industrial markets.  We take pride in delivering on our promise to provide high-quality products, innovative ideas, and superior service.

Moen Booth 37 31315 Capella Circle, Tomball, TX 77375 Cell: (713) 806-0077 FAX: (281) 357-1295 Contact: Joe Schmittle, Business Development Manager E-mail: Cleveland Faucet Group (CFG), a Moen Incorporated brand, delivers real value in faucets and valves, with a strong foundation in design, distribution, and service. With CFG, you have the confidence of working with a solid business partner committed to providing you with the best return on your faucet investment.

Novogradac & Company LLP Booth 35

bronze partner

11044 Research Blvd, Suite C-400 Austin, TX 78759 Phone: (512) 340-0420 FAX: (512) 340-0421 Contact: George Littlejohn, Partner; E-mail: george. and/or Susan Wilson, Partner, E-mail: Novogradac & Company LLP is a national certified public accounting and consulting firm with 12 offices nationwide. Our clients represent a broad range of industries, with a major emphasis in the real estate sector. We provide publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and we work extensively in the affordable housing, community development and renewable energy fields.


exhibitor descriptions

HomeTeam Pest Defense Booth 34

exhibitor descriptions

Exhibitor Descriptions Oncor ENERGY STAR Low-rise Multifamily Program Booth 23 7160 Dallas Parkway, Ste 340, Plano, TX 75024 Phone: (469) 467-4404 FAX: (469) 467-4402 Contact: Michael Flatt, ICF International The Oncor ENERGY STAR Low-Rise Multifamily (LRMF) Program awards monetary incentives to developers that commit to certifying individually metered units as ENERGY STAR in Oncor’s service area. Developers of all annual production volumes are eligible. In addition to incentives, developers accepted into the Program can take advantage of training and marketing resources that can also help them leverage their affiliation with ENERGY STAR, a nationally recognized, government-backed brand that is the national symbol of energy efficiency.

Orion Real Estate Services, Inc. Booth 44 1455 West Loop South, Suite 800 Houston, TX 77027 Phone: (713) 622-5844 FAX: (713) 622-4762 Contact: Trisha Cardwell, Sr. Regional Manager E-mail: Orion Real Estate Services (Orion) is a full service multi-family real estate management company. The management team at Orion has extensive experience with Conventional, Tax Credit, Section 8, HUD subsidies, Home programs and tax-exempt bonds. Managing all types of properties for a diversified group of third party owners has enabled ORION REAL ESTATE SERVICES to provide personalized service necessary to meet the goals and objectives of each of these owners.

Phase Engineering, Inc. Booth 16

bronze partner

335 West 21st Street, Houston, Texas 77008 Phone: (713) 476-9844 ext. 247 or 800-419-8881 ext. 247 Fax: (713) 476-9797 Contact: Melanie Edmundson,P.G., Principal E-mail: Phase Engineering, Inc. is an environmental consulting firm that was founded in 1993 and its licensed staff of Environmental Professionals annually perform over one thousand Phase I, Phase II, asbestos and lead inspections and related environmental services. Phase Engineering successfully works with many TDHCA Tax Credit and HOME Funds applicants on their environmental submittals.

PNC MultiFamily Capital Booth 6

platinum partner

575 Market St., 28th Floor, San Francisco, CA. 94105 Direct: (415) 733-1514 Fax: (415)-733-1555 Main: (415) 733-1500 Contact: Julie Tyler, E-mail: PNC is a leading provider of commercial real estate finance solutions nationwide. PNC MultiFamily Capital, PNC ARCS, and Red Capital Group, part of PNC’s Financial Services Group, provide LIHTC and HTC tax credit equity investments and FHA, Freddie Mac and Fannie Mae financing to developers and operators of affordable and market rate multifamily housing, senior housing, and healthcare facilities.


Property Tax Advocates, Inc. Booth 9

Regions Bank - Corporate Trust Services Booth 32

1333 Corporate Drive, Suite 245, Irving, TX 75038-2520 Phone: (972) 550-8877 ext. 11 FAX (972) 550-8919 Contact: Jeff Burgher, CPA E-mail:

1111 W. Mockingbird Lane, Ste. 1200, Dallas, TX 75247 Phone: (214) 678-2577 FAX: (214) 678-3992 Contact: Mark Dault, VP Business Development E-mail:

Property Tax Advocates, Inc., (PTA) is one of the most experienced property tax consulting firms in Texas in negotiating property tax values on LIHTC properties and has often succeeded where competitors have failed. Its staff has negotiated LIHTC property tax values since 1998 in over fifty counties in Texas and currently represents owners of approximately one hundred thirty such properties. PTA attributes much of its success to the leadership of its President/Owner, Mr. Jeff Burgher, who graduated with honors with a Masters in Professional Accounting from UT Austin and practiced as a Tax CPA for nine and a half years for one of the largest international accounting firms.

Raymond James Tax Credit Funds, Inc. Booth 22 880 Carillon Parkway bronze partner St. Petersburg, FL 33716 Phone: (727) 567-5014 FAX: (727) 567-8455 Contact: Gary Robinson, VP - Director of Acquisitions E-mail: Raymond James Tax Credit Funds (RJTCF) is a whollyowned subsidiary of Raymond James Financial, Inc. (NYSE-RJF). RJTCF has served both investors’ and developer’s needs managing approximately $4 billion in assets for more than 1,200 properties in 43 states since the inception of the tax credit program.

RBC Capital Markets Tax Credit Equity Group Booth 33

bronze partner

600 Superior Ave, Suite 2300, Cleveland, OH 44114 Phone: (216) 875-6043 FAX: (216) 875-2612 Contact: Dan Kierce, Regional Director E-mail: RBC Capital Markets’ Housing Capital Group – comprised of the Housing Finance Group and Tax Credit Equity Group – provides a complete range of housing finance solutions to meet the needs of developers, investors and public authorities. We offer a comprehensive suite of debt, equity and credit products. In 2008, the Tax Credit Equity Group invested over $530 million in 67 affordable properties across the U.S.

For over 75 years, the Corporate Trust Services Group at Regions Bank has focused on municipal bond business. In this regard, Regions’ goal has been consistent and straightforward – to be the best trustee/paying agent/bond proceeds depository bank in the municipal bond world. We invite you to experience our exemplary level of service through our dedicated relationship managers who have extensive expertise serving as Trustee on single family and multifamily bond issues.

Reznick Group, PC Booth 1

platinum partner

100 Congress Avenue, Suite 480 Austin, Texas 78701 Phone: (512) 494-9100 FAX: (512) 494-9101 Contacts: Tina Savoy-Ross, Marketing Manager; E-mail: or Scott McGuire, Business Development Manager; E-mail: Reznick Group provides accounting, tax and business advisory services nationally. For 30 years our real estate professionals have provided a full range of specialized services to developers, owners, investors, lenders, syndicators, government agencies and nonprofits. Key services include audit and assurance, tax advisory – including historic, new markets, lowincome housing tax credits and tax exempt bond; due diligence, financial advisory, management advisory, state and local tax, transaction structuring and real estate, and mark-to-market. For more information visit

SECO Booth 21 111 East 17th Street, #1114, Austin, TX 78701 Phone: (512) 463-1080 1-800-531-5441, ext 3-1080 Contact: Felix Lopez Email:

Shackelford, Melton & McKinley, LLP Booth 20 silver partner 3333 Lee Parkway, Tenth Floor Dallas, Texas 75219 Phone: (214) 780-1400 FAX: (214) 780-1401 Contact: Sonia De Leon-Moore, Marketing Director E-mail: Shackelford, Melton & McKinley specializes in all aspects of real estate ownership, leasing, financing and development of various real estate products, including multifamily, retail, office, mixed-use, golf properties and land, including the acquisition, development, financing and regulatory processes of affordable housing projects.

2009 Texas Housing Conference

Exhibitor Descriptions The Slevin Group, Inc. Booth 53

The Slevin Group is the nation’s must trusted firm in helping corporate developers win community and political support for their controversial real estate projects. The firm is led by Patrick Slevin who is a nationally recognized NIMBY expert, speaker, and corporate consultant. Check out

Spectrum Enterprises, Inc The Spectrum Companies Booth 49 545 Shore Road Cape Elizabeth, ME 04107 Phone: (207) 767-8000 Contacts: Erik Whitton,; or Andy Bowden, Spectrum Seminars provides training on RD, LIHTC, and Fair Housing. Our c3p & S.T.A.R. courses include a certification for participants who pass an exam. Spectrum Enterprises is a compliance monitoring company providing LIHTC services to state agencies, property owners, managers, investors, etc. We provide staff training, move-in approvals, and investor tenant file reviews.

Texas Department of Housing and Community Affairs (TDHCA) Booth 17 221 East 11th Street, Austin, TX 78701 Phone: (512) 475-3800 or Toll Free: 800-525-0657 FAX: (512) 469-9606 Contact: Julie M. Dumbeck CTP, CTPM, Manager of Purchasing/Staff Services & HUB Coordinator Email: The Texas Department of Housing and Community Affairs is the state agency responsible for affordable housing, community services, energy assistance and weatherization, colonia housing programs, and disaster recovery housing programs. It currently administers over $1 billion through for-profit, nonprofit, and local government partnerships to deliver local housing and community-based opportunities and assistance to Texans in need.

Tompkins Energy Solutions Booth 57 104 River Road, Georgetown, TX 78628 Phone: (512) 966-8479 Contact: Chad Tompkins E-mail: Tompkins Energy Solutions is your partner in lowering your energy costs for affordable housing. From negotiating a lower utility rate to performing a utility allowance study, Tompkins Energy Solutions can help.  We know affordable housing and have made it our business.

Ward, Getz, & Associates, LLP Booth 25

2608 N. Main, Suite 1, San Antonio, TX 78212 Phone: (210) 738-3800 FAX: (210) 738-1589 Contact: Cecilia Garcia, President E-mail address:

2500 Tanglewilde, Suite 301 Houston, Texas 77063 Phone: (713) 789-1900 Fax: (713) 789-1901 Contact: Ryan M. Getz, P.E., Partner E-mail:

TPG Services is a subsidary of The Priority Group, Inc. which provides a variety of services related to the real estate industry. TPG Services, represented by Cecilia Garcia, is showcasing a product line of “severe use” cabinetry manufactured by Cardell Cabinetry exclusively for the multi-family sector - this aggressively priced product is designed to stand the test of time with minimum maintenance and will be on display at the Texas Housing Conference July 27th & 28th in Austin, TX. 

Established in 2007, Ward, Getz & Associates, LLP (WGA) provides a comprehensive range of civil engineering services in the land and site development projects throughout Texas. In 2008 WGA expanded and opened and Austin office to better serve our clients in central Texas. We understand the unique needs and challenges the industry faces, and for that reason recognize the simple reality: being a successful engineer involves much more than good engineering.

United Apartment Group Booth 31 2561 SW Grapevine Pkwy, Suite 200, Grapevine, TX 76051 Phone: (214) 649-6222 Contact: Tim Settles, President E-mail: For more than a dozen years, United Apartment Group has established a solid reputation with the property management community. Our numbers tell the story. In just over 12 years, we’ve increased the number of our managed units more than twentyfive times over, and watched the portfolio value of those properties approach the billion dollar mark. More than a million content residents call one of our communities home. The steady increase in both occupancy and management renewal contracts are a result of executive leadership and quality interaction with the residents under our care. United Apartment Group – Relax, let us do the work for you!

US Bank Booth 28

bronze partner

Brad Hounsel, Vice President 14241 Dallas Parkway, Ste. 490 Dallas, Texas 75254 (972) 458-4506 Fax (972) 789-9605 Steven Finklea, Vice President 5555 San Felipe Street, Ste. 1150 Houston, Texas 77056 (713) 235-9208 Fax (713) 235-9213

Wells Fargo Booth 38

silver partner

420 Montgomery San Francisco, CA 94163 Wells Fargo Community Lending and Investment* are committed leaders in developing investment and lending businesses that support economic development, job creation, and affordable housing through LIHTC, historical tax credits, and New Markets Tax Credits. We provide flexible construction and permanent financing and investments in affordable housing, historical properties, and properties in low-income communities.

Whirlpool Booth 46

silver partner Contacts: Leslie Knox, Account Manager, Austin, TX Territory Phone: (512) 627-6152 FAX (512) 996-8873 E-mail: Al Bowen Account Manager, Waco, TX Territory Phone: (817) 291-0757 E-mail: By aligning our portfolio to powerful brands and innovative products with deep consumer insight and targeted services, Whirlpool Corporation provides a partnership environment to help building professionals grow their business. Our vision is to be in every home, everywhere, with pride, passion and performance.

U.S. Bank Corporate Trust Services is one of the largest and most successful providers of Corporate Trust products to issuers of municipal and corporate debt. We have a seasoned staff of account managers and finance specialists administering multifamily and single-family bonds from your issuance to conversion to final maturity. Call us today and let US know how we can be of service on your next bond transaction.


exhibitor descriptions

6753 Thomasville Road, Suite 108 Tallahassee, FL 32312 Phone: (850) 906-9888 FAX: (850) 906-0888 Contact: Patrick Slevin (Principal) E-mail address:

TPG Services, a subsidary of The Priority Group, Inc. (Cardell Cabinetry) Booth 43

thank you 2009 advertisers Amerinational Community Services, Inc. Anderson Capital, LLC Bank of America Citi Goodman Manufacturing Company Hudson Housing Capital Inter-Faith Group National Equity Fund Orion Real Estate Services Reznick Southeast Texas HFC Stewart National Title TDHCA

special thanks Legislative Rally Day 2009 participants and partners! visit to learn how you can get involved today


2009 Texas Housing Conference

Multi-family Development and Ownership Local Political Subdivision Loans Leveraging of Private Resource Loans Multi-family Bond Issuance and Compliance Property Inspections Partnership Opportunities

Southeast Texas Housing Finance Corporation 11111 S Sam Houston Parkway East Houston, TX



Like a symphony, successful affordable housing deals require precise timing, the right players, and an accomplished leader who can bring everything together. Reznick Group has the people and experience to get even the most complex deals completed quickly and successfully. We approach each affordable housing transaction balancing both the economic and the tax considerations. And since we typically represent a sizeable portion of the equity entering the marketplace, we fully understand the equity community’s needs when structuring the deal. With offices across the country, Reznick Group is positioned to serve our clients better than ever by being closer to the developers and to the deal. To learn how we can successfully orchestrate your next affordable housing deal, call your local Reznick Group office or visit us online at Atlanta














Los Angeles




Tysons Corner

THC 2009  

The Texas Housing Conference brings together housing professionals from across the nation for an exciting annual event where attendees conne...

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