Checklist
The HOTMA 2027 Readiness Checklist
A 21-page practical checklist for HUD multifamily owners preparing for the January 1, 2027 HOTMA compliance deadline.
Get the checklistThe Field Guide
The Operator's Field Guide to Affordable Housing Compliance
A 34-page comprehensive guide to running compliance operations. The book we wish had existed when we started in this industry.
Get the field guide
Preview
What's in the field guide
This comprehensive guide draws on more than 12 years of inside-the-system experience to teach operators how to build compliance operations that actually work. It's organized around the operational challenges compliance teams face every week.
Coverage includes
- Building a compliance team that scales with your portfolio
- The compliance calendar and how to manage it
- File workflow design for accuracy and speed
- Verification hierarchies and decision frameworks
- Recertification operations
- TRACS workflow management
- Monitoring preparation
- Audit response and remediation
- Working with state housing finance agencies
- Managing multi-program portfolios
- Technology decisions for compliance operations
- Training and developing compliance staff
- Common operational failure patterns and how to avoid them
- Building audit-ready documentation practices
- When to bring in outside help
Built for
Compliance directors and managers, asset managers, property management leadership, owners building or scaling affordable housing portfolios, anyone responsible for compliance operations.
Related resources
More from the Altus Compliance library.
Checklist
The LIHTC File Review Checklist
The actual checklist our compliance reviewers use. Walk through any LIHTC file with a structured methodology.
Get the checklistReference
The TRACS 202D Submission Cheat Sheet
Common errors that cause TRACS rejections and how to fix them before submission.
Get the cheat sheet