LIHTC owners, investors, and asset managers are under increasing pressure to maintain accuracy across tenant files, rent rolls, and recertification timing.
The C3 Investment Risk Snapshot provides a focused, independent review designed to identify where compliance and operational risk may exist today, before issues escalate.
This is not a full audit. It’s a fast, fixed-scope diagnostic built to surface vulnerabilities quickly, clarify priorities, and help you determine next steps with confidence.
A QC review of five tenant files covering eligibility, income, assets, and documentation accuracy, flagging missing or unsupported items before they become findings.
A review of your current rent roll for rent-vs-limit alignment, household and unit inconsistencies, certification timing flags, and vacancy or turnover indicators.
Cross-reference tenant files against the rent roll to surface unsupported rents, data inconsistencies, and timing gaps that don't show up looking at either source alone.
Designed for owners, investors, asset managers, and acquisition teams that need a fast, independent view of LIHTC compliance and operational risk, without the time, cost, or disruption of a full audit.
To complete the snapshot, your team will provide:
Current rent roll
Five tenant files
Property compliance documentation (LURA, recorded restrictions, set-aside elections)
Most recent state agency monitoring report, if available
Note: Clean Excel rent rolls and digital file copies are required to maintain standard pricing. Additional fees may apply if data must be converted from PDF or non-exportable formats.
We bring clarity and structure to your data and processes so you always know what's happening, where the risks are, and what decisions need to be made.
We simplify complex policy into practical, repeatable actions so your team can apply the rules correctly. Our processes build confidence within your teams.
When the team is not overwhelmed by backlogs, emergencies, and constant fire-fighting, they can focus on quality, dignified services and performance improvement.
Get a fast, independent LIHTC risk snapshot designed to identify compliance and operational issues before they escalate into findings, investor concerns, or credit loss.
Fixed scope. Two-day onsite review. Clear next steps.
