A sampling of representative clients includes the following:

Strategic and business planning

  1. PathStone Corporation, NY - business planning for a multi-state affordable housing development strategy
  2. NeighborWorks of Western Vermont - program design and business planning for the HEAT Squad, a nationally-recognized residential energy efficiency program
  3. Montana Homeownership Network - business plan for a high-production, statewide homeownership education and counseling program
  4. The Institute for the Study and Practice of Nonviolence - strategic plan facilitation for a community-based nonprofit dedicated to reducing violence in Providence, RI
  5. City of Syracuse, NY - training of neighborhood leaders participating in the civic program, Tomorrow’s Neighborhoods Today (TNT)

Market analysis

  1. Housing Development Fund, CT - market characterization for statewide residential energy efficiency programming
  2. Olneyville Housing Corporation - analysis of neighborhood trends and conditions to support revitalization planning for a low-income neighborhood in Providence, RI
  3. Sacramento Regional HomeOwnership Center, CA - data mining to identify promising submarkets for homeownership lending products across an 11-county region
  4. CommunityWorks Rhode Island - analysis of submarkets for affordable housing development across the state of Rhode Island
  5. City of Worcester, MA - Analysis of impediments to fair housing
  6. City of Rutland, VT - Housing needs assessment and market analysis of distressed neighborhoods and blighted properties

Financial analysis

  1. NeighborWorks America - instructor of “Advanced Financial Analysis for a Sustainable Mission” at the NeighborWorks Training Institute
  2. 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
  3. New Directions Housing Corporation, KY - financial modeling for a regional community development corporation with over 1,000 affordable rental housing units in portfolio
  4. Enterprise Community Partners - financial modeling of a shared appreciation mortgage program for first-time homebuyers

Program evaluation and policy studies

  1. Wells Fargo Regional Foundation - consulting work with grantees to design and implement evaluation efforts measuring the impacts of comprehensive neighborhood revitalization initiatives
  2. 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
  3. 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
  4. 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
  5. City of Rochester, NY - evaluation of the fiscal and community impacts of the sale of property tax liens to private investors

Tel. 401-781-7395        Email: