Neighborhood Homes Investment Act

S. 657 Neighborhood Homes Investment Act - This bill would create a new federal tax credit that will produce new equity investment dollars for the development and renovation of 1-4 family housing in distressed urban, suburban, and rural neighborhoods.

Client expense: $20,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Historic Tax Credit Growth and Opportunity Act (H.R. 1785/S. 639) Neighborhood Homes Investment Act (H.R. 3940/S. 657) New Markets Tax Credit Extension Act of 2023 (H.R. 2539) Revitalizing Downtowns and Main Streets Act (H.R. 9002/S. 4693)

Client expense: $17,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 680; the Decent, Affordable, Safe Housing for All Act; proposes to increase affordable rental availability, low-income housing tax credits, first time homebuyer tax credit, and a tax credit to help affordable housing for homeownership. S. 657 / H.R. 3940; Neighborhood Homes Investment Act; the proposed bill would create a tax credit for the acquisition, rehabilitation, or remediation of properties housing. H.R. 3418 & S. 1654; the Credit Access and Inclusion Act; The proposed bill would allow for the reporting of a renters utility payments to credit reporting agencies. H.R. 4233; The Housing Crisis Response Act of 2023: The proposed bill would provide funding to create more housing units. H.R. 4231; The Downpayment Toward Equity Act of 2023: The proposed bill would create a downpayment assistance program for first-time, first-generation homebuyers. \ H.R. 8607; VA Housing Loan Forever Act; Would allow for the transfer of VA home loan guarantee eligibility. S. 32 / H.R. 4606; Choice in Affordable Housing Act; Would make changes to the housing choice voucher program to make it more effective. C.A.R. discussed with members of Congress and the VA difficulties home sellers and home buyers were experiencing with the mortgage assumability process for FHA and VA loans. C.A.R. discussed with members of Congress the future of Fannie Mae and Freddie Mac, and how they should be brought out of conservatorship. C.A.R. discussed the impact of Home Equity Conversion Mortgages on the FHA Forward Mortgage product because of its inclusion in the Mutual Mortgage Insurance Fund. C.A.R. advocated for the reduction of the FHA mortgage insurance premium. C.A.R. discussed the issue of Affirmatively Furthering Fair Housing. C.A.R. discussed the Administration's "Blueprint for a Renters Bill of Rights." C.A.R. discussed with Member of Congress and Regulators the proposed Loan Level Price Adjustments by the Federal Housing Finance Agency for Fannie Mae and Freddie Mac. C.A.R. discussed proposals to allow for remote online notary, including H.R. 1059 and S. 1212, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act. C.A.R. discussed proposals to improve the HUD's Section 8, housing voucher program to make it easier for housing providers to participate. C.A.R. advocated for increasing funding for HUD to provide grants for the enforcement of fair housing laws. C.A.R. discussed the increased use of Attorney Opinion Letters as an alternative to title insurance. C.A.R. discussed current FHA appraisal and property inspection rules and their impact on FHA loan acceptance rates. C.A.R. discussed current FHA condo rules. C.A.R. advocated for reducing or eliminating the FHA life of loan insurance premium. C.A.R. submitted a comment letter on the Proposed Rule -Notification Requirement for Lease Termination. C.A.R. discussed with members of Congress the ability of Veteran homebuyers using the VA home loan program to pay for the services of a buyer broker or buyer agent fee. C.A.R. submitted a comment letter on the HUD Request for Information FR-6466-N-01, on Direct Rental Assistance Payments. C.A.R. reached out to the FHFA to discuss difficulties members had with receiving condo approvals from Fannie Mae and Freddie Mac.

Client expense: $45,788 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Veterans Affairs, Dept of (VA)

H.R.3940 and S. 657, the Neighborhood Homes Investment Act H.R. 3238 and S. 1557, the Affordable Housing Credit Improvement Act

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Housing Availability and Affordability Conversations with the Senate Finance Committee and House Ways and Means Committee on tax credits to increase the affordable housing supply Communications with the House and Senate about housing supply and construction HR3507 - Yes In My Backyard Act HR6199 - Build More Housing Near Transit Act HR____ - Promote Affordable Housing Near Transit Act S.657 - Neighborhood Homes Investment Act S1668 - Yes In My Backyard Act S____ - Housing Supply and Affordability Act Discussions with the Senate about the discussion draft of the Renewing Opportunity in the American Dream (ROAD) to Housing Act S1557 - Affordable Housing Credit Improvement Act HR1321 - More Homes on the Market Act S4944 - Access to Homeownership Act S3117 - HOUSES Act of 2023 S3871 - Whole Homes Repairs Act of 2024 S3910 - Yes in God's Backyard Act Fair Housing Discussions with the House of Representatives and the Senate about reintroducing the HOME Investment Partnerships Act. Section 8 Housing Choice Voucher Program S.32 - Choice in Affordable Housing Act of 2023 Discussions with Senate offices about the Choice in Affordable Housing Act of 2023. FHA Loan Program Discussions with the House of Representatives and the Senate about the FHA Loan Program. Communication with the Federal Housing Administration urging policy actions to unlock a portion of inventory for buyers with FHA-insured loans. Loan Level Pricing Adjustments (LLPAs) HR3564 - Middle Class Borrower Protection Act of 2023 Discussions with the House of Representatives and the Senate about LLPAs. Converting Commercial Real Estate to Housing Conversations with the House and Senate about tax incentives for converting commercial real estate to affordable housing. Conversations with the House of Representatives about the Revitalizing Downtowns and Main Streets Act HR9002. Rental Housing HR1087 - The DEPOSIT Act Communications with the House of Representatives, the Senate, the White House, and the Federal Housing Finance Agency (FHFA) about rental housing issues, including rent control, eviction laws, and the GSEs participation in the multifamily rental housing space. HR801 - Respect State Housing Laws Act VA Programs HR4335 - To amend the National Housing Act to include information regarding VA home loans in the Informed Consumer Choice Disclosure required to be provided to prospective FHA borrowers. Discussions with the House of Representatives and the Senate about the VA Home Loan Guaranty Program. S3068 - The VA Home Loan Awareness Act HR___ - VA Housing Loan Forever Act HR8647 - To amend title 38, United States Code, to authorize the Secretary of Veterans Affairs to take certain actions to prevent or resolve a default of a housing loan guaranteed by the Secretary, and for other purposes. Heirs Property HR8127 - Heirs Estate Inheritance Resolution and Succession Act of 2024 HR8117 - Heirs Empowerment and Inheritance Rights Act of 2024 Communications with the Department of Veterans Affairs (VA) about the VA Guaranteed Home Loan Program asking the VA to revise its policies pertaining to fees veterans cannot pay when using their VA home loan benefit. Communications with the House and Senate urging them to pass appropriations to ensure continuity of VA housing programs. Rural Housing Programs Discussions with Senate offices about the USDA Rural Housing Service. Conversations with the Department of Housing and Urban Development (HUD) on the Housing Choice Voucher program (Section 8), fair housing, single and multifamily housing, the FHA Loan Program, rental housing issues, counseling, housing choice vouchers, HOME program, tenant protections. Discussions with the Consumer Financial Protection Bureau (CFPB) regarding tenant screening practices in rental housing, appraisal management companies (AMCs) appraisal independence. Conversations with the White House on rental housing issues, the Blueprint for a Tenants Bill of Rights, housing supply regulation, YIMBY (Yes in my backyard) Act and independent contractor issues. Communications with the Federal Trade Commission (FTC) about tenant screening practices in rental housing. Communications with the Federal Housing Finance Agency (FHFA) about condominium rules, LLPAs, appraisal issues, and rental housing issues. Communications with FHFA regarding its request for input on Federal Home Loan bank Core Mission Activities and Mission Achievement including that Federal Home Loan Banks were created and receive subsidies intended to help finance home purchases, there should be a minimum requirement for entrance into the system based on support for housing, there should be ongoing requirement to support housing for existing members, and there should be an expanded requirement to foster affordable housing. Communications with the House of Representatives regarding HUD programs, VA housing, and heirs property, the VA Home Loan Reform Act, the Congressional Real Estate Caucus, the Revitalizing Downtowns and Main Street Act, funding on housing programs for Fiscal Year 2025, Affordable Housing Credit Improvement Act to expand low income housing tax credit, More Homes on the Market Act to increase the tax exclusion of gain from the sale of a principal residence, Neighborhood Homes Investment Act to attract private investment in building and rehabbing owner occupied business, and housing supply and innovation framework. Communications the Senate on reducing regulation barriers to housing, the S.3755 Respect State Housing Laws Act, and Access to Homeownership Act to require multifamily borrowers with federally backed multifamily mortgage loans to submit positive rental payments to certain consumer reporting agencies, and housing supply and innovation framework. Comment letter in response to the Federal Housing Administration's draft mortgagee letter updating their 203(k)-renovation loan program. Communications with the Department of Housing and Urban Development, Office of the Comptroller of the Currency, Federal Housing Finance Administration, National Credit Union Administration, Federal Deposit Insurance Corporation, Federal Reserve Board, Consumer Financial Protection Bureau advocating for solutions to increase diversity, reduce bias, and maintain the public trust in the appraisal industry. Communications with the White House, Federal Communications Commission, Federal Trade Commission, National Economic Council, Department of Housing and Urban Development, Department of Agriculture in response to the Biden Administrations Fact Sheet on boosting housing supply highlighting the importance of not disincentivizing housing providers from participating in the rental housing market through over-regulation and in response to the Biden Administrations Fact Sheet on junk fees highlighting that fees in the rental housing industry are already regulated and serve an important function in providing safe and quality rental housing to renters. Communications with the White House, Senate, and House of Representatives on the rent cap proposal. Communications with the White House on housing supply, tax, real estate agency compensation, and homeownership incentives.

Client expense: $22,840,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Consumer Financial Protection Bureau (CFPB), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Office of the Comptroller of the Currency (OCC), SENATE, Veterans Affairs, Dept of (VA), White House Office

Housing Affordability and Availability Conversations with the House and Senate on tax policy to support the development of affordable housing and on housing tax incentives. Conversations with the Senate Finance Committee on tax credits to increase the affordable housing supply S.657 - Neighborhood Homes Investment Act S1557 - Affordable Housing Credit Improvement Act to expand low income housing tax credit. HR1321 - More Homes on the Market Act to increase the tax exclusion of gain from the sale of a principal residence and requires an annual inflation adjustment to such increase. Converting Commercial Real Estate to Housing HR419 - Revitalizing Downtowns Act Conversations with the House and Senate about tax incentives for converting commercial real estate to affordable housing. Conversations with the House of Representatives about the Revitalizing Downtowns Act. HR9002 - Revitalizing Downtowns and Main Streets Act to provide an investment credit for converting non-residential buildings to affordable housing. 1031 Like-Kind Exchanges Discussions with the House and Senate in support of the Section 1031 Like-Kind Exchange. Capital Gains Tax HR1312 - More Homes on the Market Act Discussions with the House and Senate on lowering the capital gains tax. IRC Section 121 Conversations with the House and Senate on the IREC Section 121 exclusion increases. Casualty Loss Deduction HR4539 - The Casualty Loss Deduction Restoration Act 199A Deduction S1706 - Main Street Tax Certainty Act Mortgage Debt Forgiveness HR3890 - Mortgage Debt Tax Forgiveness Act Commercial Real Estate Debt Exclusion HR5580 - Saving Our Mainstreet American Locations for Leisure and Shopping Act SALT Act HR1326 - State and local tax deductions HR 7077/SR 3940 The First-Time Homebuyer Tax Credit Act of 2024 Communications with the House and Senate in support of the First-Time Homebuyer Tax Credit. HR7025 - Death Tax Repeal Act

Client expense: $22,840,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

-Issues related to energy efficiency tax credits in the Inflation Reduction Act of 2022 (H.R.5376) -Issues related to business deductions for research and development (R&D) tax amortization -Issues related to the Tax Relief for American Families and Workers Act of 2024 (H.R.7024) -Issues related to the American Innovation and R&D Competitiveness Act of 2023 (H.R.2673) and the American Innovation and Jobs Act (S.866) -Issues related to bonus depreciation and the Accelerate Long-term Investment Growth Now (ALIGN) Act (H.R.2406/S.1117) -Issues related to the Low-Income Housing Tax Credit and the Affordable Housing Credit Improvement Act (H.R.3238/S.1557) -Issues related to housing tax credits and the Neighborhood Homes Investment Act (H.R.3940/S.657)

Client expense: $50,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

-Issues related to the nation's shortage of affordable housing -Issues related to the Affordable Housing Credit Improvement Act (H.R.3238/S.1557) -Issues related to housing tax credits and the Neighborhood Homes Investment Act (H.R.3940/S.657)

Client expense: $50,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Housing (HOU): Discuss owner-occupied repair benefits of the Whole Home Repairs Act (HR 10213); Discuss technical edits and path to passage of the Neighborhood Homes Investment Act (H.R. 3940); Describe homeownership benefits in the Neighborhood Homes Investment Act (H.R. 3940); Discuss eligible homeownership uses of the New Markets Tax Credit; Discuss Community Development Block Grant and HOME Investment Partnership Program funding needs to support homeownership development; Housing (HOU): Describe homeownership benefits in the Neighborhood Homes Investment Act (S. 657); Discuss eligible homeownership uses of the New Markets Tax Credit.

Client expense: Not reported · Firm income: Not reported

Government targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE

TAX: Discuss technical edits and path to passage of the Neighborhood Homes Investment Act (H.R. 3940); Describe homeownership benefits in the Neighborhood Homes Investment Act (H.R. 3940); Discuss eligible homeownership uses of the New Markets Tax Credit; TAX: Describe homeownership benefits in the Neighborhood Homes Investment Act (S.657); Discuss technical edits and path to passage of the Neighborhood Homes Investment Act (S. 657); Discuss eligible homeownership uses of the New Markets Tax Credit;

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Neighborhood Homes Investment Act, HR 3940/S. 657

Client expense: $36,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.657, H.R. 3940, the Neighborhood Homes Investment Act; S.1557, H.R.3238, Affordable Housing Credit Improvement Act of 2023.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1688/H.R. 3507, the Yes In My Backyard Act. S. 1557/H.R. 3238, the Affordable Housing Credit Improvement Act. S. 1686/H.R. 5940, the Reforming Disaster Recovery Act. S. 2790/H.R. 6785, the Rural Housing Service Reform Act. S. 657/H.R. 3940, the Neighborhood Homes Investment Act. S.4776, the Older Americans Act Reauthorization Act.

Client expense: $5,580,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE

General Tax Reform;   Inflation Reduction Act Implementation H.R. 976, TCJA Permanency Act S. 866, American Innovation & Jobs Act;   H.R.2673, American Innovation and R&D Competitiveness Act of 2023; H.R. 3940 and S. 657, Neighborhood Homes Investment Act;   H.R. 419 and S. 2511, Revitalizing Americas Downtowns Act;   H.R.4721 and S.1706, Main Street Tax Certainty Act; H.R. 9002 and S.4693, Revitalizing Downtowns and Main Streets Act

Client expense: $520,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

Credit Union Tax and Charter Issues S.657 & H.R.3940, Neighborhood Homes Investment Act S.234 & H.R.2539, New Markets Tax Credit Extension Act H.R.1010, The Prohibiting IRS Financial Surveillance Act S.453, The Prohibiting IRS Financial Surveillance Act IRS implementation of the Taxpayer First Act of 2019 relating to IVES H.R.4055, To amend the Internal Revenue Code of 1986 to exclude interest on loans by depository institutions to qualified opportunity zone businesses from gross income, and for other purposes H.R.3938, Build It In America Act S.2693, Community Development Financial Institution Tax Credit Act of 2023 Tax Cuts and Jobs Act Program Extensions H.R.7024, Tax Relief for American Families and Workers Act of 2024 H.R.3335, IRS eIVES Modernization and Anti-Fraud Act of 2023 H.R. 3800 Chronic Disease Flexible Coverage Act 199A Deduction for Qualified Business Income Federal Corporate Tax Rate Opposition to a National Bank Tax

Client expense: $1,570,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Issues related to pass-through businesses. S. 657 - Neighborhood Homes Investment Act. H.R. 7024 Tax Relief for American Families and Workers Act of 2024.

Client expense: Not reported · Firm income: $50,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Discuss S.657 / H.R.3940, Neighborhood Homes Investment Act, and H.R.1321, More Homes on the Market Act

Client expense: Not reported · Firm income: $80,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 419, Revitalizing Downtowns Act; H.R. 837, Restoring Communities Left Behind Act; H.R. 2974, Interagency Council on Affordable Housing Act of 2023; H.R. 3145, People Over Parking Act of 2023; H.R. 3238, Affordable Housing Credit Improvement Act of 2023; S. 1557, Affordable Housing Credit Improvement Act of 2023; H.R. 3507, Yes in My Backyard (YIMBY) Act; S. 1688, Yes in My Backyard (YIMBY) Act; H.R. 3940, Neighborhood Homes Investment Act; S. 657, Neighborhood Homes Investment Act; H.R. 3963, Visitable Inclusive Tax Credits for Accessible Living (VITAL) Act; S. 1377, Visitable Inclusive Tax Credits for Accessible Living (VITAL) Act; H.R. 4606, Choice in Affordable Housing Act of 2023; S. 32, Choice in Affordable Housing Act of 2023; H.R. 6199, Build More Housing Near Transit Act of 2023; S. 3216, Build More Housing Near Transit Act of 2023; H.R. 6970, Decent, Affordable, Safe Housing for all Act or the DASH Act; S. 680, Decent, Affordable, Safe Housing for All DASH Act; H.R. 7132, Housing Supply and Affordability Act; S. 3684, Housing Supply and Affordability Act; S. 672, American Dream Employment Act of 2023; S. 1490, Strategy and Investment in Rural Housing Preservation Act of 2023; H.R. 8604, To reduce regulatory barriers to housing, and for other purposes; S. 4460, A bill to reduce regulatory barriers to housing, and for other purposes; S. 3905, Property Improvement and Manufactured Housing Loan Modernization Act of 2024; Issues related to 203(k) Rehabilitation Mortgage Insurance Program and FHA Title I Loan programs; H.R. 8026, CDBG Modernization Act of 2024; H.R. 4820, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2024; S. 2437, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2024; Issues related to Surplus Federal Land for Affordable Housing Development; S. 4460, the Reducing Regulatory Barriers to Housing Act; H.R. 8604, the Reducing Regulatory Barriers to Housing Act; H.R. 10351, the Housing Supply and Innovation Frameworks Act.

Client expense: $140,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program; Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies; Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of

- 2025 Appropriations; Down Payment Assistance Program; Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024) - Federal Housing Administration (FHA) and U.S. Department of the Treasury Federal Financing Bank (FFB) Risk Share Program - Build America, Buy America (BABA)

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of

- Issues related to the Death Tax Repeal Act of 2023 (H.R. 7035/S.1108) - Issues related to the Tax Relief for American Families and Workers Act of 2024 (H.R.7024) - Issues related to bonus depreciation and the Accelerate Long-term Investment Growth Now (ALIGN) Act (H.R.2406/S.1117) - Issues related to housing tax credits and the Neighborhood Homes Investment Act (H.R.3940/S.657) - Issues related to the Low-Income Housing Tax Credit and the Affordable Housing Credit Improvement Act (H.R.3238/S.1557)

Client expense: Not reported · Firm income: $40,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- Issues related to the nations shortage of affordable housing and the Affordable Housing Credit Improvement Act (H.R.3238/S.1557) - Issues related to housing tax credits and the Neighborhood Homes Investment Act (H.R.3940/S.657)

Client expense: Not reported · Firm income: $40,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- Issues related to the nations shortage of affordable housing and the Affordable Housing Credit Improvement Act (H.R.3238/S.1557) - Issues related to housing tax credits and the Neighborhood Homes Investment Act (H.R.3940/S.657)

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- Issues related to residential energy efficiency tax credits in the Inflation Reduction Act of 2022 (H.R.5376). Issues related to the implementation of business-relief programs. - Issues related to business deductions for research and development (R&D) tax amortization. - Issues related to earnings before interest, taxes, depreciation, and amortization (EBITDA) - Issues related to the Tax Relief for American Families and Workers Act of 2024 (H.R.7024) - Issues related to the American Innovation and R&D Competitiveness Act of 2023 (H.R.2673) and the American Innovation and Jobs Act (S.866) - Issues related to bonus depreciation and the Accelerate Long-term Investment Growth Now (ALIGN) Act (H.R.2406/S.1117) - Issues related to the Low-Income Housing Tax Credit and the Affordable Housing Credit Improvement Act (H.R.3238/S.1557) - Issues related to housing tax credits and the Neighborhood Homes Investment Act (H.R.3940/S.657)

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Research & development tax amortization (S.866/H.R.2673); Neighborhood Homes Investment Tax Credit bill (S.657); Affordable Housing Credit Improvement Act (S. 1557/H.R. 3238); Rural Opportunity Zone and Investment Act (H.R. 3906)

Client expense: $100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 234/ H.R. 2539 - New Markets Tax Credit Extension Act of 2023 S. 1557 / H.R. 3238 - Affordable Housing Credit Improvement Act of 2023 S. 657 / H.R. 3940 - Neighborhood Homes Investment Act (NHIA) of 2023 S. 680 - Decent, Affordable, Safe Housing for All (DASH) Act of 2023 H.R. 6650/S.2963 - Community Development Investment Tax Credit of 2023 H.R. 9267/S.4933 - Preserving Rural Housing Investments Act H.R. 7024 - Tax Relief for American Families and Workers Act of 2024 H.R. 3940 - Neighborhood Homes Investment Act (NHIA) of 2023 H.R. 3238 - Affordable Housing Credit Improvement Act of 2023 -S. 4980 - Creating Opportunities for New Skills Training at Rural and Underserved Colleges and Trade Schools (CONSTRUCTS) Act

Client expense: $58,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 657 Neighborhood Homes Investment Act - This bill would create a new federal tax credit that will produce new equity investment dollars for the development and renovation of 1-4 family housing in distressed urban, suburban, and rural neighborhoods.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Historic Tax Credit Growth and Opportunity Act (H.R. 1785/S. 639) Neighborhood Homes Investment Act (H.R. 3940/S. 657) New Markets Tax Credit Extension Act of 2023 (H.R. 2539) Revitalizing Downtowns and Main Streets Act (H.R. 9002/S. 4693)

Client expense: $20,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 419 Revitalizing Downtowns Act H.R. 1321 More Homes on the Market Act H.R. 3238 Affordable Housing Credit Improvement Act of 2023 H.R. 3335 IRS eIVES Modernization and Anti-Fraud Act H.R. 3936 Tax Cuts for Working Families Act H.R. 3937 Small Business Jobs Act H.R. 3938 Build It in America Act H.R. 3940 Neighborhood Homes Investment Act H.R. 4721 Main Street Tax Certainty Act H.R. 6686 Workforce Housing Tax Credit Act S. 1557 Affordable Housing Credit Improvement Act of 2023 S. 1706 Main Street Tax Certainty Act S. 1805 Affordable Housing Bond Enhancement Act S. 1938 Middle Class Mortgage Insurance Premium Act of 2023 S. 657 NeighborhoodHomesInvestmentAct S. 680 DASH Act S. 3436 Workforce Housing Tax Credit Act H.R. 7024 The Tax Relief for American Families and Workers Act of 2024 S. 3940The First-Time Homebuyer Tax Credit Act of 2024 H.R. 8127 Heirs Estate Inheritance Resolution and Succession (HEIRS) Act of 2024 First Time Homeowner Savings Plan Act Housing tax credit issues

Client expense: $500,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Discuss S.657 / H.R.3940, Neighborhood Homes Investment Act and H.R.1321, More Homes on the Market Act

Client expense: Not reported · Firm income: $80,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

General Tax Reform;   Inflation Reduction Act Implementation H.R. 976, TCJA Permanency Act S. 866, American Innovation & Jobs Act;   H.R.2673, American Innovation and R&D Competitiveness Act of 2023; H.R. 3940 and S. 657, Neighborhood Homes Investment Act;   H.R. 419 and S. 2511, Revitalizing Americas Downtowns Act;   H.R.4721 and S.1706, Main Street Tax Certainty Act; H.R. 9002 and S.4693, Revitalizing Downtowns and Main Streets Act

Client expense: $520,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

Neighborhood Homes Investment Act, HR 3940/S. 657

Client expense: $53,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Housing Availability and Affordability Conversations with the Senate Finance Committee and House Ways and Means Committee on tax credits to increase the affordable housing supply Communications with the House and Senate about housing supply and construction HR3507 - Yes In My Backyard Act HR6199 - Build More Housing Near Transit Act HR____ - Promote Affordable Housing Near Transit Act S.657 - Neighborhood Homes Investment Act S1668 - Yes In My Backyard Act S____ - Housing Supply and Affordability Act Discussions with the Senate about the discussion draft of the Renewing Opportunity in the American Dream (ROAD) to Housing Act S1557 - Affordable Housing Credit Improvement Act HR1321 - More Homes on the Market Act S4944 - Access to Homeownership Act Fair Housing Discussions with the House of Representatives and the Senate about reintroducing the HOME Investment Partnerships Act. Section 8 Housing Choice Voucher Program S.32 - Choice in Affordable Housing Act of 2023 Discussions with Senate offices about the Choice in Affordable Housing Act of 2023. FHA Loan Program Discussions with the House of Representatives and the Senate about the FHA Loan Program. Communication with the Federal Housing Administration urging policy actions to unlock a portion of inventory for buyers with FHA-insured loans. Loan Level Pricing Adjustments (LLPAs) HR3564 - Middle Class Borrower Protection Act of 2023 Discussions with the House of Representatives and the Senate about LLPAs. Converting Commercial Real Estate to Housing Conversations with the House and Senate about tax incentives for converting commercial real estate to affordable housing. Conversations with the House of Representatives about the Revitalizing Downtowns and Main Streets Act HR9002. Rental Housing HR1087 - The DEPOSIT Act Communications with the House of Representatives, the Senate, the White House, and the Federal Housing Finance Agency (FHFA) about rental housing issues, including rent control, eviction laws, and the GSEs participation in the multifamily rental housing space. VA Programs HR4335 - To amend the National Housing Act to include information regarding VA home loans in the Informed Consumer Choice Disclosure required to be provided to prospective FHA borrowers. Discussions with the House of Representatives and the Senate about the VA Home Loan Guaranty Program. S3068 - The VA Home Loan Awareness Act HR___ - VA Housing Loan Forever Act HR8647 - To amend title 38, United States Code, to authorize the Secretary of Veterans Affairs to take certain actions to prevent or resolve a default of a housing loan guaranteed by the Secretary, and for other purposes. Heirs Property HR8127 - Heirs Estate Inheritance Resolution and Succession Act of 2024 HR8117 - Heirs Empowerment and Inheritance Rights Act of 2024 Communications with the Department of Veterans Affairs (VA) about the VA Guaranteed Home Loan Program asking the VA to revise its policies pertaining to fees veterans cannot pay when using their VA home loan benefit. Communications with the House and Senate urging them to pass appropriations to ensure continuity of VA housing programs. Rural Housing Programs Discussions with Senate offices about the USDA Rural Housing Service. Conversations with the Department of Housing and Urban Development (HUD) on the Housing Choice Voucher program (Section 8), fair housing, single and multifamily housing, the FHA Loan Program, rental housing issues, counseling, housing choice vouchers, HOME program, tenant protections. Discussions with the Consumer Financial Protection Bureau (CFPB) regarding tenant screening practices in rental housing, appraisal management companies (AMCs) appraisal independence. Conversations with the White House on rental housing issues, the Blueprint for a Tenants Bill of Rights, housing supply regulation, YIMBY (Yes in my backyard) Act and independent contractor issues. Communications with the Federal Trade Commission (FTC) about tenant screening practices in rental housing. Communications with the Federal Housing Finance Agency (FHFA) about condominium rules, LLPAs, appraisal issues, and rental housing issues. Communications with FHFA regarding its request for input on Federal Home Loan bank Core Mission Activities and Mission Achievement including that Federal Home Loan Banks were created and receive subsidies intended to help finance home purchases, there should be a minimum requirement for entrance into the system based on support for housing, there should be ongoing requirement to support housing for existing members, and there should be an expanded requirement to foster affordable housing. Communications with the House of Representatives regarding HUD programs, VA housing, and heirs property, the VA Home Loan Reform Act, the Congressional Real Estate Caucus, the Revitalizing Downtowns and Main Street Act, funding on housing programs for Fiscal Year 2025, Affordable Housing Credit Improvement Act to expand low income housing tax credit, More Homes on the Market Act to increase the tax exclusion of gain from the sale of a principal residence, and Neighborhood Homes Investment Act to attract private investment in building and rehabbing owner occupied business. Communications the Senate on reducing regulation barriers to housing, the S.3755 Respect State Housing Laws Act, and Access to Homeownership Act to require multifamily borrowers with federally backed multifamily mortgage loans to submit positive rental payments to certain consumer reporting agencies. Comment letter in response to the Federal Housing Administration's draft mortgagee letter updating their 203(k)-renovation loan program. Communications with the Department of Housing and Urban Development, Office of the Comptroller of the Currency, Federal Housing Finance Administration, National Credit Union Administration, Federal Deposit Insurance Corporation, Federal Reserve Board, Consumer Financial Protection Bureau advocating for solutions to increase diversity, reduce bias, and maintain the public trust in the appraisal industry. Communications with the White House, Federal Communications Commission, Federal Trade Commission, National Economic Council, Department of Housing and Urban Development, Department of Agriculture in response to the Biden Administrations Fact Sheet on boosting housing supply highlighting the importance of not disincentivizing housing providers from participating in the rental housing market through over-regulation and in response to the Biden Administrations Fact Sheet on junk fees highlighting that fees in the rental housing industry are already regulated and serve an important function in providing safe and quality rental housing to renters. Communications with the White House, Senate, and House of Representatives on the rent cap proposal.

Client expense: $32,010,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Consumer Financial Protection Bureau (CFPB), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Office of the Comptroller of the Currency (OCC), SENATE, Veterans Affairs, Dept of (VA), White House Office

Housing Affordability and Availability Conversations with the House and Senate on tax policy to support the development of affordable housing and on housing tax incentives. Conversations with the Senate Finance Committee on tax credits to increase the affordable housing supply S.657 - Neighborhood Homes Investment Act S1557 - Affordable Housing Credit Improvement Act to expand low income housing tax credit. HR1321 - More Homes on the Market Act to increase the tax exclusion of gain from the sale of a principal residence and requires an annual inflation adjustment to such increase. Converting Commercial Real Estate to Housing HR419 - Revitalizing Downtowns Act Conversations with the House and Senate about tax incentives for converting commercial real estate to affordable housing. Conversations with the House of Representatives about the Revitalizing Downtowns Act. HR9002 - Revitalizing Downtowns and Main Streets Act to provide an investment credit for converting non-residential buildings to affordable housing. 1031 Like-Kind Exchanges Discussions with the House and Senate in support of the Section 1031 Like-Kind Exchange. Capital Gains Tax HR1312 - More Homes on the Market Act Discussions with the House and Senate on lowering the capital gains tax. IRC Section 121 Conversations with the House and Senate on the IREC Section 121 exclusion increases. Casualty Loss Deduction HR4539 - The Casualty Loss Deduction Restoration Act 199A Deduction S1706 - Main Street Tax Certainty Act Mortgage Debt Forgiveness HR3890 - Mortgage Debt Tax Forgiveness Act Commercial Real Estate Debt Exclusion HR5580 - Saving Our Mainstreet American Locations for Leisure and Shopping Act SALT Act HR1326 - State and local tax deductions HR 7077/SR 3940 The First-Time Homebuyer Tax Credit Act of 2024 Communications with the House and Senate in support of the First-Time Homebuyer Tax Credit.

Client expense: $32,010,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Credit Union Tax and Charter Issues S.657 & H.R.3940, Neighborhood Homes Investment Act S.234 & H.R.2539, New Markets Tax Credit Extension Act H.R.1010, The Prohibiting IRS Financial Surveillance Act S.453, The Prohibiting IRS Financial Surveillance Act IRS implementation of the Taxpayer First Act of 2019 relating to IVES H.R.4055, To amend the Internal Revenue Code of 1986 to exclude interest on loans by depository institutions to qualified opportunity zone businesses from gross income, and for other purposes H.R.3938, Build It In America Act S.2693, Community Development Financial Institution Tax Credit Act of 2023 Tax Cuts and Jobs Act Program Extensions H.R.7024, Tax Relief for American Families and Workers Act of 2024 H.R.3335, IRS eIVES Modernization and Anti-Fraud Act of 2023 H.R. 3800 Chronic Disease Flexible Coverage Act

Client expense: $1,760,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

H.R. 419, Revitalizing Downtowns Act; H.R. 837, Restoring Communities Left Behind Act; H.R. 2974, Interagency Council on Affordable Housing Act of 2023; H.R. 3145, People Over Parking Act of 2023; H.R. 3238, Affordable Housing Credit Improvement Act of 2023; S. 1557, Affordable Housing Credit Improvement Act of 2023; H.R. 3507, Yes in My Backyard (YIMBY) Act; S. 1688, Yes in My Backyard (YIMBY) Act; H.R. 3940, Neighborhood Homes Investment Act; S. 657, Neighborhood Homes Investment Act; H.R. 3963, Visitable Inclusive Tax Credits for Accessible Living (VITAL) Act; S. 1377, Visitable Inclusive Tax Credits for Accessible Living (VITAL) Act; H.R. 4606, Choice in Affordable Housing Act of 2023; S. 32, Choice in Affordable Housing Act of 2023; H.R. 6199, Build More Housing Near Transit Act of 2023; S. 3216, Build More Housing Near Transit Act of 2023; H.R. 6970, Decent, Affordable, Safe Housing for all Act or the DASH Act; S. 680, Decent, Affordable, Safe Housing for All DASH Act; H.R. 7132, Housing Supply and Affordability Act; S. 3684, Housing Supply and Affordability Act; S. 672, American Dream Employment Act of 2023; S. 1490, Strategy and Investment in Rural Housing Preservation Act of 2023; H.R. 8604, To reduce regulatory barriers to housing, and for other purposes; S. 4460, A bill to reduce regulatory barriers to housing, and for other purposes; S. 3905, Property Improvement and Manufactured Housing Loan Modernization Act of 2024; Issues related to 203(k) Rehabilitation Mortgage Insurance Program and FHA Title I Loan programs; H.R. 8026, CDBG Modernization Act of 2024; H.R. 4820, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2024; S. 2437, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2024; Issues related to Surplus Federal Land for Affordable Housing Development.

Client expense: $140,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.3940 and S. 657, the Neighborhood Homes Investment Act H.R. 3238 and S. 1557, the Affordable Housing Credit Improvement Act

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 680; the Decent, Affordable, Safe Housing for All Act; proposes to increase affordable rental availability, low-income housing tax credits, first time homebuyer tax credit, and a tax credit to help affordable housing for homeownership. S. 657 / H.R. 3940; Neighborhood Homes Investment Act; the proposed bill would create a tax credit for the acquisition, rehabilitation, or remediation of properties housing. H.R. 3418 & S. 1654; the Credit Access and Inclusion Act; The proposed bill would allow for the reporting of a renters utility payments to credit reporting agencies. H.R. 4233; The Housing Crisis Response Act of 2023: The proposed bill would provide funding to create more housing units. H.R. 4231; The Downpayment Toward Equity Act of 2023: The proposed bill would create a downpayment assistance program for first-time, first-generation homebuyers. C.A.R. discussed with members of Congress and the VA difficulties home sellers and home buyers were experiencing with the mortgage assumability process for FHA and VA loans. C.A.R. discussed with members of Congress the future of Fannie Mae and Freddie Mac, and how they should be brought out of conservatorship. C.A.R. discussed the impact of Home Equity Conversion Mortgages on the FHA Forward Mortgage product because of its inclusion in the Mutual Mortgage Insurance Fund. C.A.R. advocated for the reduction of the FHA mortgage insurance premium. C.A.R. discussed the issue of Affirmatively Furthering Fair Housing. C.A.R. discussed the Administration's "Blueprint for a Renters Bill of Rights." C.A.R. discussed with Member of Congress and Regulators the proposed Loan Level Price Adjustments by the Federal Housing Finance Agency for Fannie Mae and Freddie Mac. C.A.R. discussed proposals to allow for remote online notary, including H.R. 1059 and S. 1212, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act. C.A.R. discussed proposals to improve the HUD's Section 8, housing voucher program to make it easier for housing providers to participate. C.A.R. advocated for increasing funding for HUD to provide grants for the enforcement of fair housing laws. C.A.R. discussed the increased use of Attorney Opinion Letters as an alternative to title insurance. C.A.R. discussed current FHA appraisal and property inspection rules and their impact on FHA loan acceptance rates. C.A.R. discussed current FHA condo rules. C.A.R. advocated for reducing or eliminating the FHA life of loan insurance premium. C.A.R. submitted a comment letter on the Proposed Rule -Notification Requirement for Lease Termination. C.A.R. discussed with members of Congress the ability of Veteran homebuyers using the VA home loan program to pay for the services of a buyer broker or buyer agent fee. C.A.R. submitted a comment letter on the HUD Request for Information FR-6466-N-01, on Direct Rental Assistance Payments.

Client expense: $42,697 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Veterans Affairs, Dept of (VA)

Housing Finance Reform VA Partial Claim and Veterans Affairs Servicing Purchase (VASP) program Manufactured Housing Neighborhood Homes Investment Act - S. 657, H.R. 3940 Tax Relief for American Families and Workers Act of 2024 - H.R. 7024 Yes In My Backyard - S. 1688, H.R. 3507

Client expense: $140,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Housing Finance Reform VA Partial Claim and Veterans Affairs Servicing Purchase (VASP) program Manufactured Housing Neighborhood Homes Investment Act - S. 657, H.R. 3940 Tax Relief for American Families and Workers Act of 2024 - H.R. 7024 Yes In My Backyard - S. 1688, H.R. 3507

Client expense: $140,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Housing Finance Reform VA Partial Claim and Veterans Affairs Servicing Purchase (VASP) program Manufactured Housing Neighborhood Homes Investment Act - S. 657, H.R. 3940 Tax Relief for American Families and Workers Act of 2024 - H.R. 7024 Yes In My Backyard - S. 1688, H.R. 3507

Client expense: $140,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Housing Finance Reform VA Partial Claim and Veterans Affairs Servicing Purchase (VASP) program Manufactured Housing Neighborhood Homes Investment Act - S. 657, H.R. 3940 Tax Relief for American Families and Workers Act of 2024 - H.R. 7024 Yes In My Backyard - S. 1688, H.R. 3507

Client expense: $140,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.657, H.R. 3940, the Neighborhood Homes Investment Act; S.1557, H.R.3238, Affordable Housing Credit Improvement Act of 2023.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE