PROFESSIONAL EDUCATION

Financial Syndication with HUD

Learn proven strategies for structuring capital stacks, navigating federal housing programs, and delivering exceptional returns through multiple HUD Sections and LIHTC Syndication

4 Days

Duration

10-20

Students Per Class

Certificate

Included

HUD + LIHTC

Program Focus

What You'll Master

Structured training in HUD and LIHTC syndication concepts, diligence workflows, and capital-stack terminology.

Financial Vehicles & Terminology

Master the intricacies of 90% LTC/LTV HUD financing, underwriting requirements, and approval processes for multifamily developments.

Capital Stacks

Learn how 4% and 9% tax-credit structures may be considered alongside HUD financing and other capital sources.

Deal Structuring & Due Diligence

Develop familiarity with financial-model inputs, IRR calculations, and diligence questions through educational examples.

Capital Sources & Agreements

Build skills in syndication, investor communications, and managing capital raises for HUD-funded affordable housing projects.

Regulatory Compliance

Navigate complex federal regulations, compliance requirements, and reporting obligations for HUD and LIHTC programs.

Real-World Case Studies

Analyze illustrative development scenarios from concept to completion, including capital-stack, diligence, and process lessons.

Intense 4 Day Curriculum

Structured learning path from fundamentals to advanced syndication strategies

Day 1

Financial Fundamentals

How to setup your Syndication as a Model for all Your deals
Understanding Financial Terms that will help you, and possible harm
How to use existing Structures with Funds, and Bonds
Modeling a Capital Stack from scratch, with Senior, Junior & Bridge debit

Day 2

Deal Preparation

Using Financial Tools that are Pre-Made and ones you Create
Who are your Partners & Investors, and how they will affect your Deals
How to find Land/Properties and perform real Due Diligence
Assembling a Sources & Uses (SU) form, and which type to use

Day 3

Building the Deal

Why do we need Time Boxing, and who wants it
Understanding the HUD Sections and what is LIHTC, and is it needed
Understanding Grants & Tax Abatements, and where to find and apply for them
Creating the Capital Stack for the deal, and what is its inputs?

Day 4

Closing the Deal

What is a MAP Lender, and why do we need them?
What is LIHTC Syndicator, and do we always need them?
What does a HUD Closing look like and what are some ways to get your money
What Audit(s) happen and why, and for how long?

EXPERT INSTRUCTION

Learn from Industry Leaders

This masterclass is led by Prime Meridian professionals with hands-on experience in construction, development, HUD, LIHTC, and capital-stack coordination.

HUD and LIHTC program orientation

Capital-stack and underwriting exercises

Diligence and compliance discussion

Applied learning for development professionals

Applied Learning Framework

The program emphasizes repeatable due-diligence, underwriting, and capital-stack practices for HUD and LIHTC work.

Capital Stack Analysis

Work through sources-and-uses, development budgets, financing assumptions, and sensitivity questions using an educational framework.

HUD Process Orientation

Review the roles, terminology, approvals, diligence questions, and documentation commonly encountered in HUD-oriented development work.

Risk and Compliance Discipline

Practice identifying execution, operating, compliance, and governance considerations that should be evaluated with qualified advisers.

Financial Syndication with HUD

Join our next cohort and gain the expertise to structure, syndicate, and close HUD-funded affordable housing deals with confidence.

Investment

$25,000

One-time payment

Next Class Starts

Oct 20-24

Limited to 10 students

4 Days of live instruction and Q&A sessions

Lifetime access to course materials and recordings

Real deal case studies and financial models

Certificate of completion

Access to Prime Meridian's deal network

Only 10 spots remaining in December 2026 Cohort