LIHTC Advisory Services

Practitioner-Led Advisory for Affordable Housing Developers

A decade of hands-on LIHTC development experience — now advising developers, investors, and nonprofits across multiple states. Senior-level capacity without the overhead of a full-time hire.

Experience

10+ Years

QAP Expertise

Multi-Region

Service Lines

4 Practices

What We Do

Advisory Services

Four advisory lines spanning the life of the asset — from deal-making through lease-up to distress, with dedicated support for nonprofit owners. We advise and oversee; we don't replace your property manager, take commissions, or commit capital. Every engagement is handled directly by the principal.

01

LIHTC Development Advisory

Deal-level advisory across the full origination-to-closing arc — site selection, feasibility, entitlements, application, and closing through placed-in-service. As full owner's representative or targeted support on a single phase. For developers and nonprofits who want experienced LIHTC capacity without hiring a full development team. Sunbelt and Midwest.

  • Expansion-Market Site Sourcing
  • Feasibility & Financial Modeling
  • QAP Strategy & Scoring
  • Entitlement Management
  • Application Owner's Rep (4% & 9%)
  • Capital Stack Structuring
02

Lease-Up & Stabilization Advisory

Owner's representative across the lease-up to stabilization arc — engaged preventively at construction completion, or curatively once lease-up slips against plan. The goal: land the deal without it becoming a workout. Run nationally.

  • Stabilization Plan & Posture Diagnostic
  • Lease-Up Execution Oversight
  • Capital Partner Milestone Tracking
  • Cost Certification
  • 8609 Closeout & Handoff
04

Nonprofit LIHTC Support

Senior LIHTC capacity for mission-driven owners — from evaluating a deal through co-developer selection, capital events, and Year-15 decisions — without staffing up. Available nationally.

  • Year-15 Preservation & Resyndication
  • Capital Event Support
  • Co-Developer Selection
  • Development Feasibility
  • Underwriting

Where We Work

Coverage by Service Line

Our market scope isn't uniform — it follows the work. Portable advisory engagements run nationally, while state-specific deal-making concentrates where QAP and partner relationships run deep.

Development Advisory operates across the Sunbelt and Midwest. Workouts, Lease-Up & Stabilization, and Nonprofit LIHTC Support are available nationally, with state agency coordination handled per asset.

National Engagements

Workouts Lease-Up & Stabilization Nonprofit Support

Development Advisory Footprint

Sunbelt Midwest

Representative Experience

Selected Project Experience

Anonymized examples of work performed at institutional scale, in senior LIHTC development roles spanning origination, lease-up and stabilization, and distressed-asset turnaround. Albert Vernon brings that experience to your assets directly — handling the core work hands-on (underwriting, structuring, stabilization, workout planning) and applying the senior judgment to know which outside specialists to bring in, and when.

4% New Construction Sunbelt

250+ Unit Ground-Up Development

Led a ground-up 4% LIHTC family development from feasibility and entitlement through bond closing — roughly $90M in total development cost, capitalized with tax-exempt bonds, 4% LIHTC equity, state tax credits, and an Opportunity Zone structure.

Closed financing and delivered to construction
New Construction / 8609 Southern Market

New Construction Stabilization

Took over a new-construction LIHTC development at roughly 50% completion and carried it through the construction-to-operations transition: unit acceptance, lease-up, income qualification, cost certification, and 8609 issuance to the state HFA — including a supplemental bond financing to meet the 50% test.

Stabilized and delivered full tax credits
4% Resyndication Texas

230+ Unit Acquisition & Resyndication

Acquired and resyndicated a 230+ unit existing affordable community with 4% LIHTC and tax-exempt bonds, structuring a nonprofit general-partner partnership to secure a property-tax exemption and re-restricting the asset to mixed 40%/60% AMI.

Recapitalized and re-restricted for long-term affordability
4% Resyndication Midwest

120-Unit Acquisition & Resyndication

Closed and closed out a 120-unit 4% LIHTC resyndication — tax-exempt bonds through the state finance authority, 4% LIHTC equity, and assumed HOME soft debt, with a forward-committed agency permanent loan — through cost certification and 8609s.

Stabilized; $650K developer fee within 24 months
Acq / Rehab Midwest

400+ Unit Mixed-Income Turnaround

Acquired a 400+ unit mixed-income community at 65% occupancy and led the reposition — capital improvements, operational turnaround, and the refinancing of assumed HUD and HOME debt into permanent financing.

Repositioned and refinanced within 32 months
Workout / 4% LIHTC Texas

200+ Unit Distressed Asset Intervention

Stepped into a 200+ unit 4% LIHTC asset that was over budget and behind schedule. Identified the property-tax burden as the primary NOI drag and admitted a CHDO for a 50% abatement, brought in a third-party leasing company, and negotiated three construction-loan and servicer extensions to hold the capital stack together.

Improved NOI and stabilized a troubled asset
Market-Rate Value-Add Southeast

278-Unit Value-Add Repositioning

Acquired and repositioned a 278-unit market-rate community — a capital renovation program, operational improvements, and a refinance — then executed the disposition.

Sold within 34 months at a 22% IRR
Year-15 Preservation Southern Market

200+ Unit LIHTC Preservation

Acquired and resyndicated an aging 200+ unit LIHTC community at its Year-15 horizon — recapitalizing with new 4% LIHTC and tax-exempt bonds and funding a full rehabilitation to preserve long-term affordability rather than convert to market rate. Structured a nonprofit general-partner partnership for a property-tax exemption.

Preserved affordability with a full recapitalization and rehab
10+ Years in LIHTC
4% & 9% Tax Credits
Multi Region Coverage

Programs

4% LIHTC · 9% LIHTC · Tax-Exempt Bonds · HUD · HOME · State & Local

Prior Roles

Senior Development Manager

Senior Development Associate

Education

BS Finance, Northeastern University

Principal

Dylan Klopp

Dylan Klopp brings 10+ years of experience in affordable housing development. Prior to founding Albert Vernon, he held a senior development role at one of the largest affordable housing developers in the country.

His experience spans the full development lifecycle: site sourcing, underwriting, tax credit applications, debt and equity closings, construction oversight, and lease-up. He has closed 4% and sourced 9% LIHTC transactions across the Sunbelt and Midwest.

That practitioner background is what makes Albert Vernon's advisory work credible and practical — every engagement is informed by deals actually closed, not just advised on. The firm advises developers, investors, and nonprofits across the LIHTC asset lifecycle, and pursues its own 4% and 9% development in parallel.

Klopp is a graduate of Northeastern University and serves as a Board Director for MY Credit Union.

Why Albert Vernon

What Sets Us Apart

Practitioner, Not Academic

We've sourced sites, structured deals, closed financings, managed construction, and stabilized assets. That experience shows in our work.

Multi-Region QAP Fluency

Cross-regional QAP analysis. We know where deals score well and where they don't — before you commit capital to predevelopment.

Both Sides of the Deal

Development and asset management experience means problems get caught earlier and solved faster. Most advisors know only one side.

Direct Principal Engagement

No junior analysts. No handoffs. Senior-level capacity on every engagement, handled directly by the founder.

Technology-Enabled Analysis

Proprietary tools for site screening, QAP scoring, and financial modeling — built from development experience, not generic templates.

Flexible Engagement Models

Monthly retainers, flat project fees, phased billing, or owner's rep structures — with optional success-fee components layered on a base engagement. We fit the engagement to the work, not the other way around.

Common Questions

Frequently Asked Questions

We work with LIHTC developers, owners of distressed or lease-up-stage assets, syndicators and lenders who need independent third-party oversight, and nonprofit owners who need senior LIHTC capacity — deal evaluation through Year-15 decisions — without staffing up a development team. Our clients share a common need: experienced, principal-level LIHTC expertise without the overhead of a full-time hire.

Three things set us apart: (1) practitioner experience — our principal has actually closed deals, not just advised on them; (2) multi-region QAP expertise, so we can help you compete wherever opportunities are strongest; and (3) direct principal engagement on every project — no junior staff, no handoffs.

Coverage depends on the service line. Development Advisory — which relies on state-specific QAP and partner relationships — focuses on the Sunbelt and Midwest. Our portable engagements (Workouts, Lease-Up & Stabilization, and Nonprofit LIHTC Support) are available nationally, with state agency coordination handled per asset.

We offer flexible engagement models: flat project fees for defined deliverables (feasibility studies, QAP analysis, financial models, workout diagnostics), monthly retainers for ongoing oversight (lease-up and stabilization, workout execution, nonprofit operating support), and phase-based billing for larger engagements like application owner's rep. We start with a complimentary introductory call to understand your needs and propose a tailored scope.

Engagements are scoped individually based on need, complexity, and timeline. After an initial conversation, we provide a clear fee proposal — whether that's a flat project fee, monthly retainer, or phased structure — before any work begins. There are no surprise costs, and the introductory call is complimentary.

Albert Vernon's primary focus is advisory services. Our principal has extensive development experience, which is what makes the advisory work credible and practical. If a consulting relationship evolves into a co-development opportunity, we address conflicts transparently — including right-of-first-refusal provisions and geographic separation where appropriate.

We're advisory-only. We advise and oversee; we don't replace your property manager, sign management agreements, take leasing commissions, assume principal authority, commit capital, or provide legal, tax, or accounting opinions — and we don't guarantee specific outcomes. Our role is independent oversight and expertise; your team and partners execute.

Get Started

Schedule a Conversation

Tell us about your project, your portfolio, or your development objectives. We'll schedule a complimentary 30-minute introductory call to assess fit and discuss how we can help.

Dylan Klopp, Principal

dylan.klopp@albertvernon.com · 214.960.2750

Location

Dallas, Texas