HOTMA Refresher for HUD Multifamily Properties

This one hour HOTMA Overview and Refresher webinar is designed to cut through confusion and focus exclusively on what is actually changing and what is not. Rather than re teaching long standing HUD rules, this session concentrates on the specific HOTMA driven modifications to income calculations, asset treatment, deductions, verifications, student income, interim reexaminations, and EIV processing that will directly affect day to day operations and MOR outcomes. The session is structured around HUD Notice H 2023 10 and the related Federal Register updates, with practical interpretation for Multifamily owners rather than abstract regulatory language.

Participants will gain clarity on newly expanded income exclusions, revised treatment of gifts and non recurring income, trust rules, the distinction between necessary and non necessary personal property, and the new asset limitation framework applicable to Section 8 programs. The webinar also explains revised hardship exemption requirements, medical deduction thresholds, de minimis errors, and how HUD has redefined compliance risk in several areas. Special attention is given to student income changes, interim reexamination thresholds, and the operational impact of EIV processing updates under HOTMA.

This is a high level but precise refresher meant to align leadership and frontline staff around HOTMA’s practical realities so properties can prepare policies, training, and workflows with confidence rather than guessing or over correcting.

Webinar Objectives

• HOTMA implementation timeline and regulatory scope
• Key changes to income definitions, inclusions, and exclusions
• Asset limits, net family assets, and real property rules
• Revised deductions and mandatory hardship exemptions
• Interim reexamination thresholds and effective dates
• Student income determination changes
• EIV report usage and verification modifications
• Policy decisions owners must make prior to implementation

Webinar Agenda

• Confusion over what income is now included versus excluded under HOTMA
• Uncertainty around asset limits, trusts, and personal property valuation
• Risk of MOR findings due to improper interim reexamination handling
• Misapplication of student financial assistance rules
• Lack of clarity on required versus optional HOTMA policies

Webinar Highlights

Participants will be able to:

• Identify which income sources must now be included or excluded under HOTMA
• Apply revised asset limitation and real property rules correctly
• Differentiate mandatory versus optional hardship exemptions
• Implement compliant interim reexamination thresholds and timelines
• Evaluate student income using the updated Title IV versus non Title IV framework
• Align EIV usage and verification practices with HOTMA requirements

Who Should Attend

• Executive Directors of Affordable and Assisted Housing Properties
• Owners and Managing Partners of HUD Multifamily Properties
• Asset Managers and Portfolio Managers
• Compliance Directors and Compliance Managers
• Property Managers and Regional Property Managers
• Occupancy Specialists and Leasing Coordinators
• Recertification Specialists
• Accounting Managers and Finance Directors involved in rent calculations
• Public Housing Authority Staff working with PBRA RAD or Section 8 layered properties
• Consultants providing MOR preparation or compliance oversight