Transfer Trouble: Navigating Unit Transfers in Affordable Housing (9/24/26)

Understand transfer rules, documentation, timing, and compliance risks across affordable housing programs.

TRANSFER TROUBLE: NAVIGATING UNIT TRANSFERS IN AFFORDABLE HOUSING

Unit transfers can seem simple on the surface, but in affordable housing, one wrong step can create compliance, fair housing, occupancy, or file documentation issues. This 2-hour webinar will break down how transfers should be handled across affordable housing programs.

Participants will explore common transfer situations, including resident-requested transfers, management-initiated transfers, reasonable accommodation transfers, VAWA-related emergency transfers, occupancy standard changes, accessible unit needs, and transfers involving household composition changes. The session will also address how transfers may impact program compliance.

WHAT YOU CAN EXPECT FROM THIS TRAINING

Participants can expect a practical review of:

• Common types of transfers in affordable housing
• Resident-requested versus management-initiated transfers
• Transfers related to reasonable accommodations
• VAWA emergency transfer considerations
• Occupancy standards and unit-size changes
• Household composition changes and overcrowding/underutilization

WHO SHOULD ATTEND

This training is designed for, though not limited to, the following participants:

• Property managers
• Assistant managers
• Occupancy specialists
• Compliance specialists
• Regional managers
• Resident services staff
• Owners and agents
• Affordable housing professionals working with HUD, LIHTC, Rural Development, HOME, or layered properties
• Staff responsible for approving, processing, or documenting resident transfers

WHAT YOU WILL TAKEAWAY

• Instructor: Morgan Baldwin, Housing Compliance Trainer
• Type of Instruction: Virtual Presentation
• Certificate of Attendance: Provided within 7 business days after the training.
• Continuing Education Hours (CE Hours): 2 Hours, which can be applied to US Housing Consultants ACE Designations
• Reference Manual Provided: A PDF Reference Manual will be provided 24 hours prior to the training event.