A sampling of representative clients includes the following:
Strategic and business planning
- PathStone Corporation, NY - business planning for a multi-state affordable housing development strategy
- NeighborWorks of Western Vermont - program design and business planning for the HEAT Squad, a nationally-recognized residential energy efficiency program
- Montana Homeownership Network - business plan for a high-production, statewide homeownership education and counseling program
- The Institute for the Study and Practice of Nonviolence - strategic plan facilitation for a community-based nonprofit dedicated to reducing violence in Providence, RI
- City of Syracuse, NY - training of neighborhood leaders participating in the civic program, Tomorrow’s Neighborhoods Today (TNT)
Market analysis
- Housing Development Fund, CT - market characterization for statewide residential energy efficiency programming
- Olneyville Housing Corporation - analysis of neighborhood trends and conditions to support revitalization planning for a low-income neighborhood in Providence, RI
- Sacramento Regional HomeOwnership Center, CA - data mining to identify promising submarkets for homeownership lending products across an 11-county region
- CommunityWorks Rhode Island - analysis of submarkets for affordable housing development across the state of Rhode Island
- City of Worcester, MA - Analysis of impediments to fair housing
- City of Rutland, VT - Housing needs assessment and market analysis of distressed neighborhoods and blighted properties
Financial analysis
- NeighborWorks America - instructor of “Advanced Financial Analysis for a Sustainable Mission” at the NeighborWorks Training Institute
- US Department of Treasury - Prepared an Industry Analysis of the Community Development Financial Institutions (CDFI) industry and detailed, multiyear financial models of over 100 CDFIs through the CDFI Fund Capacity Building Initiative
- New Directions Housing Corporation, KY - financial modeling for a regional community development corporation with over 1,000 affordable rental housing units in portfolio
- Enterprise Community Partners - financial modeling of a shared appreciation mortgage program for first-time homebuyers
Program evaluation and policy studies
- Wells Fargo Regional Foundation - consulting work with grantees to design and implement evaluation efforts measuring the impacts of comprehensive neighborhood revitalization initiatives
- Federal Home Loan Bank of Boston - input-output econometric model to measure job creation and other economic benefits of FHLB-Boston’s Affordable Housing Program
- Natural Resources Defense Council - policy studies on reducing greenhouse gas emissions in the US buildings sector and on the impact of automobile dependency and transportation costs in the US housing foreclosure crisis
- Center for Housing Policy - evaluation of the effectiveness of homebuyer education programs in raising participant purchasing power through credit score increases, debt reduction, and increased savings
- City of Rochester, NY - evaluation of the fiscal and community impacts of the sale of property tax liens to private investors