Introduction to LIHTC for Mortgage Professionals: Dec. 10, 2025

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Affordable housing remains in critically short supply across the United States. Despite long-standing federal and state efforts to address this challenge, the gap between supply and demand continues to grow. Understanding how Low-Income Housing Tax Credits (LIHTCs) support the development and financing of affordable housing is essential to advancing national housing goals.

The webinar provides an overview of one of the primary tools for financing affordable housing. Participants will learn what tax credits are, why they are needed, how they are awarded, and how they are applied in real-world projects. The session will explain the differences between 9% and 4% tax credits, review the ongoing affordability requirements tied to credit compliance, and discuss the motivations of LIHTC investors. The webinar will also address common stakeholder concerns and introduce key terminology used in LIHTC transactions.

Date/Time:

• Wednesday, Dec. 10 (1:00 PM – 2:30 PM ET)

Objectives:

• Explain the purpose and importance of the Low-Income Housing Tax Credit (LIHTC) program
• Differentiate between 9% and 4% LIHTC programs
• Describe the LIHTC allocation and compliance process
• Identify the roles and motivations of key stakeholders
• Apply key LIHTC terminology and concepts

Target Audience:

• Loan Originators and Analysts
• Loan Processors and Underwriters
• Asset Managers
• Capital Markets Analysts

Speaker(s):

• Terry Wellman, Chief Underwriter, Berkadia  
• Dawn Robertson, Executive Director, PGIM Real Estate
• Sam Herold, Director, Lument