You just got a tip on a LIHTC property coming out of compliance. The unit count looks right, the location checks the box, and the seller might be motivated. Now you need to figure out whether this deal is worth a second look: is the compliance period actually over, is the rent gap deep enough to underwrite, does the submarket have room for another resyndication, and what does the ownership and sales history tell you about what the seller paid and when? The data exists. HUD publishes LIHTC compliance records, preservation flags, rent limits, and inspection scores. County assessors have the parcel details and transaction history. But pulling it together into a single screening memo means logging into multiple databases, cross-referencing project IDs, and formatting the output into something your IC committee can actually read. That takes 30 minutes on a clean day, and when you are screening three or four properties in a week, the research either gets rushed or it does not happen at the depth it deserves. That’s exactly what this task is built to fix. underwriting 10 min Screen LIHTC Acquisition Opportunity Combines HUD LIHTC data and Precisely property records into a preliminary acquisition memo for an existing LIHTC asset, with deal-killer screen, rent gap, resyndication math, and diligence items. Who It’s For LIHTC acquisitions professionals who need a fast, data-driven go/no-go screen on a stabilized affordable housing asset. What You Get Back A preliminary investment memo with deal snapshot, deal-killer checklist, resyndication napkin math, rent gap analysis, and actionable diligence items. Why It Matters Screen deals in 10 minutes instead of 30, so no LIHTC acquisition opportunity sits unreviewed while you catch up on volume. Task Inputs Property Address Required Street address of the existing LIHTC property to evaluate (e.g., '1234 Affordable Way, Atlanta, GA 30303') Additional Context (Optional) Optional Optional investor-specific context to tailor the memo. Examples: target return thresholds, specific risk concerns, whether this is a resyndication play vs. market conversion, portfolio strategy notes, or specific questions you want the memo to address. Tools Used Generate LIHTC Dashboard Precisely What This Task Does You give the task one required input: a property address. If you have investor-specific context (target returns, risk concerns, whether you are evaluating this as a resyndication or a market conversion), you add that too. That is the entire setup. From there, the Market Research Associate AI Coworker runs two data calls in sequence. First, it pulls the full LIHTC compliance and preservation record from HUD via the Generate LIHTC Dashboard tool: unit count, credit type, vintage, basis boost eligibility, compliance and extended use timelines, rent limits by bedroom size, inspection scores, subsidy layers, and nearby LIHTC inventory. Then it calls Precisely to pull property-level fundamentals: assessed value, lot size, year built, zoning, current owner, and every recorded sale with dates and prices. Using both data sources, the AI writes a structured investment memo directly in the thread: deal snapshot, deal-killer screen, preliminary investment assessment, resyndication napkin math, market position, demographics, and a link to an interactive LIHTC dashboard for deeper exploration. The whole process takes roughly 10 minutes of your time. The AI does the rest. Who This Task Is For LIHTC acquisitions is a data-intensive game. Every property has a compliance timeline, a credit structure, a subsidy stack, and a set of preservation risks that determine whether a deal is worth pursuing. The professionals who screen these deals know exactly what to look for. The constraint is not knowledge; it is bandwidth. This task is built for: Acquisitions analysts at affordable housing sponsors who screen inbound LIHTC opportunities and need a consistent, data-backed first pass on each one Principals and portfolio managers who want a structured go/no-go memo before committing staff time to full underwriting Syndicators and tax credit investors evaluating resyndication candidates across multiple markets and needing a repeatable screening process Housing finance consultants and developers who advise on LIHTC preservation and need to quickly assess a property’s compliance position and market fundamentals In short: if you already have a property address for an existing LIHTC asset, this task gives you a preliminary investment memo in minutes instead of hours. Why It Matters LIHTC acquisitions require layering data from multiple sources before you can even decide whether a deal deserves a site visit. Compliance status, credit type, basis boost eligibility, rent gap depth, submarket saturation, inspection trends, subsidy expirations, ownership history: each data point lives in a different database, and none of them talk to each other. You already know how to evaluate all of this. You have