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).