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Tools & Templates


On the Tools & Templates page, you’ll find our favorites among the forms we’ve developed. These are free to download, use and alter.

  • Asset Management Matrix
    A handy checklist of critical asset management tasks.
  • Deal Book Contents
    A guide to compiling the documents which track those devilish details often lost in the transition from development to the ownership/asset management phase.
  • Project Summary Template
    Need a template identifying key points of your affordable housing deal for your supervisor? For your attorney? For the first closing call?
  • Potential Project Feasibility Assessment Tool
    An adaptable, big-picture tool to evaluate a potential project across multiple criteria: financial feasibility, risk (financial, political), reward (organizational, mission-based, bottom line).