A training for non-profit housing developers sponsored by VHCB Presented by Robert M. Santucci, Senior Consultant, Urban Renovation Consultants, Inc. Thursday, September 22, 2016 from 8:30 a.m. to 4:30 p.m. Langevin House, Vermont Technical College, 599 Furnace Rd., Randolph As many as 50% of nonprofit housing portfolios have serious asset management indicator shortfalls. Come to this training to learn how to assess your situation, make future projections, evaluate alternatives, and make strategic mid- and long-term plans for your real estate portfolio. Session Objectives: • Introduce the Asset Management Toolkit • Recommend asset management plans • Encourage rapid risk ranking • Identify benchmarks and trends • Offer one simple and one professional CNA planning Audience: Owners, property managers, asset managers and funders of residential portfolios Topics Learned: Asset management policy options; asset versus property management, benchmarking and risk analysis, CNAs Toolkit: Extensive Excel spreadsheet to capture and project capital needs reserves, benchmarking templates; risk ranking templates; asset management plan format; asset management examples. Tools will be provided on a flashdrive along with a copy of Bob Santucci’s book, Asset Management Handbook for Real Estate Portfolios. Register by Thursday, September 2: To register, please compete the attached form and send along with your payment to: Laurie Graves, VHCB, 58 E. State Street, Montpelier, VT 05602. Lunch is included. Questions? Require accessibility or dietary accommodations? email jenny@vhcb.org.
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