Advisory services for every phase of your development or organization.

DOZ’s extensive experience in the affordable housing industry has provided our professionals the knowledge, ability, and experience in advising our clients on a variety of matters to reach their highest potential in the market. Our diverse and connected range of services will enable clients, no matter which type of participant, to get a step ahead to mitigate long term operational, financial, and tax risk while seizing the potential investment upside.¬†

A sample of our advisory services include:

  • Technical review of LOI/LPA
  • Underwriting
  • Acquisition Due Diligence
Conversion & Operations
Conversion & Operations
  • Capitalization of Assets
  • Transition of Financials to Management Company
  • Debt Service Coverage Ratio
  • First Year Credit Calculations
  • Carryover Allocation
  • Required Bond Tests
  • Interim Credit and Development Calculations
  • Cost Certifications
Disposition or Resyndication
Disposition or Resyndication
  • Capital Account Analysis
  • Sales and Disposition Analysis¬†
  • Re-Syndication Analysis

DOZ Development+

One of our most unique engagement structures is DOZ Development+. This custom, all-inclusive engagement ushers developments from pre-development through property capitalization, and prepares the property to transition smoothly into operation. Our clients have benefited from this value added approach for accounting services during development, receiving more effective planning at a competitive price and with a better client service experience. This engagement provides a comprehensive project overview at more competitive prices than the traditional a la carte development engagements, and can be customized to include any of the technical review or analysis services listed above from pre-development to conversion, along with the following services/calculations:

  • Agreed Upon Procedures (AUP)
  • 10% Certification
  • 50% Calculation
  • 95/5 Calculation
  • 8609 Review
  • Developer Experience Letter
  • LIHTC Equity Adjustment Calculations