HOTMA Refresher for HUD Multifamily Properties

With the Consolidated Appropriations Act now finalized, HUD has stable federal funding — and that means one thing for HUD Multifamily owners, managers, and compliance teams: implementation pressure and monitoring activity will accelerate.

HOTMA is no longer a “future change.” It is quickly becoming a real compliance trigger that can directly impact tenant eligibility, rent calculations, deductions, asset verification, and income determinations.

A single misstep can lead to HUD findings, repayment demands, tenant disputes, and major operational risk.

This refresher webinar is designed specifically for HUD Multifamily property staff, compliance specialists, management companies, and owners who want clarity, confidence, and real-world guidance—not confusing regulations.

We will break down HOTMA in a practical, step-by-step way, highlighting the most misunderstood rules and the errors most likely to get flagged during audits and reviews.

If your team is still relying on outdated assumptions or “how we’ve always done it,” this training is essential.

Join us to protect your property, strengthen your compliance program, and ensure your HOTMA readiness is solid before enforcement tightens further.

Because once monitoring increases—mistakes become expensive

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