Training

Mixed Finance training

Practical training on how a layered capital stack actually fits together, in plain English, for teams sizing and managing complex deals.

What we cover

Built around your team, not a script

How the capital stack fits together, source by source
The 4% and the 9% credit, and why you twin them
Bond financing and the bond financing test
New Markets Tax Credits, in brief
HOME funds and how they layer into a deal
Reading a sources and uses statement

How it works

Plain English, remote or on-site

Sessions are tailored to what your team actually handles and where the risk sits. Delivered remotely nationwide, or on-site by engagement. We tie every topic to the way HUD, the IRS, and the state agency will look at it, because that is the side of the table I sat on for 23 years.

Want Mixed Finance training for your team?

Tell us who needs it and what they are running into, and we will shape a session around it.

Email Kari LaLonde

Or call 812-987-7245, or connect on LinkedIn