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Managing Multiple Programs - Layered or Not

Our Blended Program compliance courses are continually updated to reflect the most current requirements. We offer courses suitable for agents and owners as well as courses for both new and experienced on-site staff. Select a course to find out the available formats and to read the course description. For a complete list of courses, download our Signature Course Catalog.

Intro to Managing Blended (Layered) Properties

Format: 90-minute webinar or conference session
Focus: Owners increasingly use multiple funding programs to preserve and recapitalize affordable housing. This overview introduces the compliance conflicts that arise when Section 8, older HUD programs, RD, HOME, vouchers, LIHTC, bonds, and RAD are combined on the same property.

Blended Occupancy Challenges: Income, Eligibility, Rent, UA, and Students

Format: 90-minute webinar or conference session
Focus: A practical overview of the key differences that arise when LIHTC, HOME, Section 8, Bond, and RD rules are blended. The session focuses on student eligibility, over-income households, rent calculations, utility allowances, and the questions that trip up even experienced managers.

Challenges of Managing Blended (Layered) Properties

Format: two 3-hour webinars or 1 day in person
Focus: An in-depth review of more than 40 compliance differences that can arise when affordable housing programs are layered. Participants use case studies to think through eligibility, income, rent, student rules, recertifications, utility allowances, and conflicting agency requirements.

Transitioning to Tax Credits – Introduction to Acquisition/Rehab

Format: 90-minute webinar or conference session
Focus: When a Section 8 property adds tax credits for acquisition/rehab, managers quickly learn that knowing Section 8 is not enough. This session explains how the transition affects residents, applicants, certifications, rents, files, and daily management practices.

The Student Rules: Keeping Them Straight

Format: 90-minute webinar or conference session
Focus: Student rules are confusing because each program has its own requirements, and HOTMA and Section 8 income changes have added another layer. This session compares student rules for Section 8, LIHTC, Bond, RD, HOME, RAD, and other programs, with real-world challenges throughout.

Working with Earned Income - All Programs

Format: 90-minute webinar or conference session
Focus: Earned income is common, but verification and calculation methods may differ by program and state. This session reviews wages, self-employment, gig income, verification options, and calculations for HUD, RD, LIHTC, and HOME. Students will need a calculator.

Working with Assets – All Programs (Blended or Not)

Format: On-Site: 90-minute webinar or conference session
Focus: Assets are no longer limited to bank accounts and real estate. This session reviews traditional and new-age assets, assets disposed of for less than fair market value, verification methods, and income-from-asset calculations for HUD, RD, LIHTC, and HOME. Students will need a calculator.

Working with Unearned Income - All Programs

Format: 90-minute webinar or conference session
Focus: Unearned income is counted for all family members, regardless of age, but program rules and verification methods may differ. This session reviews Social Security, pensions, child support, student financial aid, recurring contributions, and other common sources for HUD, RD, LIHTC, and HOME.

Gig Income and New Age Assets – All Programs

Format: 90-minute webinar or conference session
Focus: Applicants and residents now earn income and hold assets through platforms, apps, crypto, online payment tools, and other sources the rule books barely mention. This session shows how to ask the right questions, document due diligence, verify what can be verified, and calculate income responsibly.

Handling a HUD MOR on a Tax Credit Property

Format: 90-minute webinar or conference session
Focus: Layered properties may face both state agency audits and HUD Management and Occupancy Reviews. This session explains the keys to a successful MOR and the special issues that arise when HUD requirements operate alongside LIHTC compliance rules.

Interviewing Applicants for Move-In - All Programs

Format: 90-minute webinar or conference session
Focus: Whether the property is HUD, LIHTC, RD, HOME, Bond, or layered, the applicant interview is where compliance starts. This session covers how to build rapport, ask consistent questions, identify program-specific issues, interview safely in multiple formats, and avoid fair housing mistakes.

HOTMA: an Overview - All Programs

Format: 90-minute webinar or conference session
Focus: HOTMA is changing income, asset, and eligibility rules across affordable housing programs, but not all programs are moving on the same timeline. This session provides a practical overview for HUD Multifamily, PIH, USDA RD, HOME, and LIHTC, with emphasis on planning for different implementation dates.