Nationwide Affordable Housing Compliance

    Resources

    Affordable Housing Compliance Resources

    Free downloadable checklists, guides, and references for property managers, owners, and compliance teams working in LIHTC, HUD, HOME, and Rural Development programs.

    Need help applying these to your portfolio?

    Altus Compliance provides independent file review, audit readiness assessments, and ongoing compliance monitoring for affordable housing operators nationwide. Contact our team to learn more.

    Available now

    The Altus Field Guide Series.

    Five practitioner-built field guides covering the most important compliance work in affordable housing. Used by our own reviewers. Free to download.

    Field Guide 01

    HOTMA 2027 Readiness Checklist

    Free HOTMA implementation checklist for HUD multifamily owners and property managers. Ten sections of readiness work, decision points, and a timeline for the January 1, 2027 deadline.

    21 pages · PDF

    Field Guide 02

    LIHTC File Review Checklist

    Free LIHTC file review checklist for affordable housing compliance teams. The same 12-section methodology our reviewers use across Section 42 and Tax-Exempt Bond portfolios.

    27 pages · PDF

    Field Guide 03

    TRACS 202D Submission Cheat Sheet

    Free TRACS 202D reference for HUD multifamily and Section 8 PBRA compliance teams. The 20 most common submission rejections and how to fix each one before you submit.

    18 pages · PDF

    Field Guide 04

    Affordable Housing Compliance Glossary

    Free glossary of 80+ terms across LIHTC, HUD, HOME, Rural Development, and Tax-Exempt Bond programs. A practitioner reference for property managers and compliance staff.

    15 pages · PDF

    Field Guide 05

    The Operator's Field Guide to Affordable Housing Compliance

    Free 35-page field guide for affordable housing operators. Fifteen chapters on teams, calendars, file workflow, audit response, and running a compliance operation that scales.

    35 pages · PDF

    HOTMA Income & Asset Exclusions Guide

    A practical, open guide to what HOTMA excludes from income and assets, what still counts, and how to document each exclusion before January 1, 2027.

    Read the guide

    HOTMA Asset Limits Guide

    How the $100,000 asset limitation and the $50,000 self-certification threshold work, what counts as net family assets, and how to rebuild your recertification workflow.

    Read the guide

    The Altus Compliance Brief

    Independent weekly monitoring of federal and state regulatory developments across LIHTC, HUD, HOTMA, NSPIRE, RAD, HOME, and more. Delivered every Monday, with citations to primary sources.

    Subscribe to the Brief

    Public reference

    Housing authority resources.

    Educational references for publicly available housing agency programs. Independently maintained by Altus for the affordable housing community.

    State housing finance agency directory

    Every state HFA plus DC in one place. Agency name, website, compliance page, main phone line, and programs administered. Filter by state, agency, or abbreviation.

    51 agencies, maintained

    Open the directory

    HACLA Resource Center

    A public reference page for the Housing Authority of the City of Los Angeles (HACLA), covering programs, waitlists, income limits, and affordable housing information based on current HUD and HACLA sources.

    Educational reference

    View the HACLA reference
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    Have a housing authority we should cover?

    We are expanding our public reference library. If there is a housing authority or program you would like us to document, let us know and we will prioritize it.

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    Coming soon

    Interactive tools.

    Self-service tools you can use to assess your portfolio's compliance position, in minutes.

    Now available

    HOTMA Readiness Score

    An 18-question self-assessment that scores your portfolio's HOTMA readiness across all major implementation areas. Get a personalized readiness report in 5 minutes.

    Try the tool
    Coming Soon

    Find My Service

    Not sure which Altus engagement fits your portfolio? A short quiz routes you to the right service based on your specific situation.

    Coming soon

    Test your knowledge.

    Sharpen your compliance instincts through interactive games and quizzes built by practitioners.

    Now available

    Spot the Finding

    Review mock tenant files and identify the compliance issues. The same training exercise our reviewers go through, in game form.

    Try the tool
    Coming Soon

    Compliance Knowledge Quiz

    15 multiple choice questions across LIHTC, HUD, HOME, and HOTMA. Test your range. Compare your score to other compliance professionals.

    Coming soon

    Training and webinars.

    Practitioner-led training sessions on the topics that matter most to compliance teams.

    Coming Soon

    HOTMA Implementation Workshop

    Live and recorded workshops walking through HOTMA implementation step by step. Built for HUD multifamily compliance teams.

    Coming Soon

    LIHTC Compliance Fundamentals

    A foundational training series for new compliance staff and operators new to LIHTC. Covers the full file lifecycle.

    Coming Soon

    Office Hours with Altus

    Monthly open Q&A sessions where the Altus team answers compliance questions from the community. Free to attend, recorded for later.

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    Need help applying these to your portfolio?

    Altus Compliance provides independent file review, audit readiness assessments, and ongoing compliance monitoring for affordable housing operators nationwide. Contact our team to learn more.