# Miller Housing Advisors LLC

Miller Housing Advisors LLC is an experienced financial advisory firm that assists multifamily
affordable housing developers in structuring and executing tax-exempt bond deals and tax credit
equity projects. Founded in January 2005 and managed by Marnie Klein, the firm is based in Denver,
Colorado and serves developers nationally.

## Who it serves

- Private for-profit developers
- Non-profit developers and 501(c)(3)s
- Housing authorities
- CHDOs (community housing development organizations)

Project types: senior and family housing, rehabilitation, new construction, Section 8, and
Section 236 projects. Client work spans California, Hawaii, Texas, Colorado, and nationwide tax
credit equity syndicators.

## Services

1. **Project Feasibility** — financial feasibility determination, operating pro-formas and
   development budgets, regulatory compliance review.
2. **Lender and Equity Selection** — identification of tax credit equity investors and lenders,
   analysis of financing structures, coordination of the working group.
3. **Due Diligence and Legal Review** — inter-creditor arrangements, transaction documentation,
   negotiation of legal terms.
4. **Closing Process** — coordination of closing documentation and preparation of closing budgets.

## Differentiators

- **Personal Responsiveness** — long-term, customized client relationships handled directly by
  Marnie Klein.
- **Strategic Industry Knowledge** — deep understanding of the strategic intricacies of affordable
  housing deals.
- **Comprehensive Simplicity** — comprehensive analysis with all financing details coordinated in
  one place, supported by useful analytics.

## Fees

The financial advisory fee varies according to project scope and is estimated on an ad-hoc basis.
It is typically a predetermined lump-sum fee due and payable at closing, with some milestone
payments. A non-refundable retainer is collected and fully credited against the advisory fee. The
project developer is responsible for reasonable out-of-pocket expenses (travel, courier and
delivery, and other customary direct expenditures).

## Founder

Marnie Klein, Founder and Managing Member. Experience financing and executing over $1 billion in
project transactions. Formerly Senior Vice President at CharterMac for six years, originating and
structuring multifamily bond transactions for a national client base; corporate and structured
finance at Citibank NA (1996–1999, New York and London). Bachelor's Degree in Business
Administration, University of Michigan (1996).

## Contact

- Contact: Marnie Klein
- Address: 311 Jackson St, Denver, Colorado 80206
- Phone: 303-570-7070
- Email: marnie@millerhousing.com
- Website: https://millerhousing.com/