The Montana Housing Preservation Virtual Summit, held on June 24, 2020, addressed current housing preservation needs and opportunities in Montana.  The focus was on existing affordable housing, specifically projects originally funded by HUD or USDA.  As many of these projects come to the end of their affordability compliance periods, various approaches that can be used to preserve these homes for continued affordability were shared.  Through data-sharing, case studies and discussion we examined unique approaches and resources being used including the Multifamily Coal Trust Homes Program.

 

 

The summit was a collaborative event hosted by Enterprise Community Partners and NeighborWorks Montana. 

About the Presenters

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Logan Anderson

Anderson Consulting Services

Logan is the Owner and President of Anderson Consulting Services, an Affordable Housing and Development Consulting firm. Anderson Consulting Services helps organizations, groups and individuals navigate the often complicated and nuanced world of affordable housing finance and real estate development. Anderson Consulting Services specializes in Low Income Housing Tax Credit (LIHTC) financing as well as a myriad of other financing sources and programs.  Logan has over 8 years of experience in the affordable housing arena. This experience includes working as a financial analyst and acquisitions manager for a tax credit syndicator/equity firm, to working as a financial consultant and now owning his own development and consulting firm. 

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Sherrie Arey

NeighborWorks Great Falls

Sherrie took the helm of NeighborWorks Great Falls in January 2018, following a 20-year career in higher education leadership at the University of the Ozarks in Arkansas and University of Providence in Great Falls, MT, most recently as Vice President for Student Development.    She has served on leadership teams for large university construction projects, multiple capital and operating campaigns and developed educational courses.  She has a bachelor’s degree in History and Political Science and a Master’s in Counseling from Texas A&M University – Commerce.  While with NWGF she has written successful HOME and CDGB grants, worked on LIHTC projects, increased giving, and expanding the Real Estate Development line of business.  She served as a CB&E Learning Community Cohort Lead in 2018-19: Building a Sustainable CB&E Line of Business for NeighborWorks America.  Sherrie is a member of the Great Falls Rotary Club, an officer for the Downtown Development Partnership, and a Board of Director for the Great Falls Development Authority.

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Katie Batterbee

NeighborWorks Great Falls

Katie is the Director of Marketing and Real Estate for NeighborWorks Great Falls. Katie joined NeighborWorks in January of 2017 working her way up from Marketing and Outreach Coordinator. Katie’s background includes corporate marketing for a Fortune 500 company, non-profit development and content creation. Her role as Director of Marketing and Real Estate covers brand level marketing decisions and overseeing the development of single and multi-family projects. Katie acquired her real estate license in 2018 to represent NeighborWorks Great Falls transactions.

 

Katie was born and raised in Michigan and graduated from Michigan State University’s Broad College of Business with a bachelor’s degree in marketing. Katie is a member of the Great Falls Association of Realtors,  serves as a board member for Family Promise of Great Falls and volunteers at various community non-profits.

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Andrew Chanania

North Fork Development

Andrew, founder of the North Fork Development consulting and development firm, has 9 years of experience working in community development and affordable housing. Five of those years were spent working for the Montana Department of Commerce administering federal block grants used to fund infrastructure, public and community facilities, and affordable housing preservation and new construction efforts. Andrew managed the State of Montana’s HOME Investment Partnerships program and Community Development Block Grant program until leaving State government in 2016. 


Founded in 2017, North Fork Development helps local governments, non-profits and for profit entities address a range of community development and affordable housing needs in Montana, North Dakota, and Wyoming. North Fork Development specializes in financing affordable housing developments by finding creative ways to pair public and private resources, and we offer services ranging from predevelopment and project planning consultation through construction and stabilization. 

Kaia Peterson

NeighborWorks Montana

Kaia is passionate about the power of Community Development Financial Institutions (CDFIs) creating opportunities for people and communities who wouldn’t otherwise have access to safe, quality homes they can afford. She uses that passion to drive her work in overseeing the education and counseling program, resident-ownership, and marketing and outreach efforts at NeighborWorks Montana. Kaia has a BA from Bates College and an MBA from the University of Washington, and is a member of the Missoula Housing Authority and the Providence St. Patrick Hospital Western Montana Service Area Community Ministry Boards. She lives in Missoula, Montana where she enjoys spending time outdoors in all seasons with her husband and two school-aged kids.

Learn more about the event hosts:

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This session is affiliated with the Enterprise Rural Rental Housing Preservation Academy. The Academy is designed to help rural housing providers acquire and/or preserve USDA Rural Development (RD), HUD, LIHTC, and other affordable rental housing in rural communities across the country.

© 2020 by Montana Housing Partnership