Affordable Housing Preservation and Recapitalization Materials

HUD has provided preservation and recapitalization materials, including financial models that can assist housing agencies with developing their housing strategies and testing the feasibility of various assumptions.

The Recapitalization Workbook Excel Tool is a companion to HUD’s Preservation Workbook.

  • In the workbook tool, users enter baseline information about the property, financing structure, financial performance, and physical condition.
  • Instructions are provided to complete subsequent worksheets to determine needed capital improvements and additional funding needed.
  • HUD provides an overview of these materials in a December 7, 2017 webinar.