EXTENSIVE EXPERIENCE

The Klein Financial Corporation team has the most extensive experience in California affordable multifamily housing development and finance of any company actively involved in development and financial structuring of bond-financed projects.  Its competitive advantages in knowledge and experience provide Klein Financial clients with (1) a substantial reduction in development risks and (2) a significant enhancement of an investment’s profit potential.  Klein Financial Corporation’s team includes principals and senior staff with outstanding and/or unequaled experience in the following areas:

  1. Public investment banking;
  2. Affordable housing legislation;
  3. Affordable housing regulatory program development;
  4. Affordable housing development;
  5. Infrastructure bond structuring and development experience with affordable, multifamily housing development;
  6. Tax credit CPA and structuring experience (although Klein Financial does not function as a CPA);
  7. Legal/financial and entitlements/assistance structuring (although Klein Financial does not provide legal services);
  8. Affordable housing lending experience;
  9. Affordable housing construction experience;
  10. Energy conservation experience for affordable housing;
  11. Seismic issues experience for affordable housing;
  12. Environmental issues experience for affordable housing;
  13. Federal, state, and local government subsidy program experience;
  14. Local government consulting experience with affordable housing;
  15. Special entitlement program experience for affordable housing;
  16. Compliance issues for tax credits;
  17. Specialized federal and tax law experience;
  18. Asset management experience for affordable housing;
  19. Extensive credit enhancement experience for affordable housing;
  20. Interest rate risk management and hedging experience;
  21. Arbitrage structuring and compliance experience;
  22. Construction period loan structuring experience;
  23. Pool, conduit structuring and pool commitment experience for affordable housing;
  24. Congregate and assisted care prototype experience for development of projects serving the elderly;
  25. Architectural, land planning and plan development control experience for affordable housing;
  26. Proprietary marketing programs and manuals;
  27. Program development;
  28. Value-added acquisition and rehabilitation programs elevating projects to an institutional quality;
  29. Community and project security resolution; and,
  30. Water conservation programs.