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Pelham Corporation

Pelham Corporation

Location: Framingham, MA
Year: 2004-present
Principals: Gould, Weber
Services: Management
Description:
Provide asset management services to the Board of Directors of this 540-unit mixed-income housing community. Multiple property refinancings. Initiated update of Board governance practices.

Housing Development Center

Housing Development Center

Location: Portland, OR
Year: 2009-2013
Principals: Weber
Services: Organizations, Management
Description:

2012-2013
In cooperation with NeighborWorks® America, tailored its two-day portfolio strengthening clinic to HDC’s “Asset Management and Portfolio Preservation” curriculum for Oregon nonprofits and their stakeholders. Organizations

2009-2010
Advised HDC in various aspects of its City of Portland Affordable Housing Portfolio Analysis, including methodology and report.  Included participating in stakeholder review. Management

Re-Cap Advisors

Re-Cap Advisors

Location: Boston, MA
Year: 2012-2013
Principals: Weber
Services: Management
Description:
As part of a larger study for the Connecticut Housing Finance Agency assessing the capital needs of its13,000 unit state public housing portfolio, created and analyzed a survey of the portfolio’s operators regarding various operating, budgeting, regulatory and resident matters.

Rhode Island Portfolio Management and Sustainability Initiative

Rhode Island Portfolio Management and Sustainability Initiative

Location: Pawtucket, RI
Year: 2013
Principals: Gould, Weber
Services: Management
Description:
Developed a common property performance dashboard and facilitated discussion to prioritize the initiatives’s advocacy goals.  Assisted this group of Rhode Island nonprofit affordable housing owners and/or managers in furthering collaborative efforts to be better asset managers of their properties.

Common Ground Development Corporation

Common Ground Development Corporation

Location: Lowell, MA
Year: 2013, 2019-20
Principals: Weber
Services: Management
Description:
Evaluated and made recommendations on property and asset management of portfolio; provided consulting in creating an asset management work plan. Provided advisory services related to CGDC’s organizational structure.

The Caleb Foundation

The Caleb Foundation

Location: Swampscott, MA
Year: 2011-2012, 2015
Principals: Weber
Services: Organizations, Management
Description:

2012, 2015-16, 2018-19
Strategic and Asset Management Planning; staff training

 

New Neighborhoods, Inc.

New Neighborhoods, Inc.

Location: Stamford, CT
Year: 2012
Principals: Weber
Services: Management
Description:
Property Management Organizational Assessment: Review of key portfolio characteristics, financial analysis of property management company/division, evaluation of staffing and operational practices.

Mutual Housing California

Mutual Houisng California

Location: Sacramento, CA
Year: 2012
Principals: Weber
Services: Management
Description:
Worked with staff and Board to evaluate the feasibility of launching a property management division and then created a five-year business plan for staffing, budge,  systems and processes to meet self-management goals.

 

HomeWORD

HomeWORD

Location: Billings, MT
Year: 2012
Principals: Weber
Services: Management
Description:
Provide property management consulting to this nonprofit evaluating whether or not to pursue self-management of some of its portfolio.

Chinatown Community Development Center

Chinatown Community Development Center

Location: Asset Management Assessment and Asset Management Plan:  Goals, structure, staffing, key tasks, budget and implementation timeline.
Year: 2005-2012
Principals: Weber
Services: Management
Description:

2012
Asset Management Assessment and Asset Management Plan:  Goals, structure, staffing, key tasks, budget and implementation timeline.

2005-2006, 2011, 2017-18
Property Management Assessment (2005 and 2011): Review of key portfolio characteristics, financial analysis of property management company/division, evaluation of staffing and operational practices.  Property Management Operations Plan (2006):  goals, pipeline, clients, programs, budget, timeline, evaluation strategy.  Ongoing property management coaching.

Nan McKay & Associates

Nan McKay & Associates

Location: El Cajon, CA
Year: 2007-2011
Principals: Weber
Services: Management
Description:
Part of team evaluating for HUD those public housing authorities who have applied for “Stop Loss” in conjunction with their transition to asset-based management and budgeting.  Also part of team that conducted ten asset management training conferences to housing authorities across the country in 2009.  Provided tailored training to the Hawaii Housing Authority in 2010.

Watertown Community Housing

Watertown Community Housing

Location: Watertown, MA
Year: 2011
Principals: Weber
Services: Management
Description:
Property Management Organizational Assessment: Review of key portfolio characteristics, financial analysis of property management company/division, evaluation of staffing and operational practices.

Twin Cities CDC

Twin Cities CDC

Location: Fitchburg, MA
Year: 2011
Principals: Weber
Services: Management
Description:
Provided property and asset management consulting services as this CDC grew and strengthened its asset management capacity.

Regional Affordable Housing Corporation

Regional Affordable Housing Corporation

Location: Bennington, VT
Year: 2011
Principals: Weber
Services: Management
Description:
Property Management Organizational Assessment: Review of key portfolio characteristics, financial analysis of property management company/division, evaluation of staffing and operational practices.

Mutual Housing Association of Southwest Connecticut

Mutual Housing Association of Southwest Connecticut

Location: Stamford, CT
Year: 2011
Principals: Weber
Services: Management
Description:
Provided LISC-sponsored consulting services in conjunction with this affordable housing nonprofit’s need to restructure its property management operations or outsource some or all of them to a third party.  Included consulting with the Board.