Templates and Tools

Here are the most popular asset management template and tools used in CHAM’s classes.

CHAM Templates and ToolsThe Affordable Housing Asset Management Responsibilities matrix describes the main duties of the work - financial analysis, risk management, compliance, managing the manager, green strategies and mission outcomes.

Use the Affordable Housing Asset Management Responsibilities worksheet to start a strategic conversation in your organization how you deliver your asset management services. Who does each asset management task at your organization? Which are not assigned to anyone? Who ideally should be assigned?

Measuring Property Performance – What’s Behind the Numbers is a handy sheet of frequently-used formulas that asset managers employ to assess and analyze property and portfolio performance.

Real Estate Finance Glossary of Basic Terms and Calculations provides terms and calculations frequently used by asset managers. Thanks to Viva Consulting for sharing this resource with CHAM.


Tools for 2021: Responding to COVID-19 and Housing Equity

An Equitable Framework for Housing Policy Solutions for COVID-19 and Beyond: Reflections on Lessons from Hurricane Katrina and the Great Recession (Urban Institute) makes recommendations on four housing policy principles and related strategies to address the current housing crisis and pave the way for more fair and just housing beyond the pandemic.

The COVID-19 Impact Tracker (Enterprise Community Partners) is an interactive map and dashboard that allows users to see changes in health and economic indicators in real-time, and track them relative to the locations of Low Income Housing Tax Credit properties.

Opportunity360 (Enterprise Community Partners) has Community Dashboards to help users understand COVID-19 risk and recovery factors on the neighborhood level.

The Build Healthy Places Network has curated informative articles, useful tools, best practices, and promising policies that are emerging as we navigate our way through the coronavirus pandemic. They reviewed resources from the community development and health sectors and categorized the best of what they found into several themes, with an emphasis on cross-sector collaboration. These themes reflect the Principles for Building Healthy and Prosperous Communities, which focus on achieving an equitable future where good health and fair opportunity are outcomes for all.

The Business of Asset Management

The Ready to Respond: Business Continuity Toolkit (Enterprise Community Partners) equips multifamily affordable building owners and managers with a plan to address crisis as many housing communities confront risks associated with natural disasters and other risks that affect tenants and business resiliency, such as COVID-19. 

Supporting Residents and Communities

Overview of Commonly Used Resident Services Data Systems (SAHF) provides a listing and some comparisons of the most commonly-used resident services data systems among the CORES certified organizations and SAHF members.

Advancing Mobility from Poverty: A Toolkit for Housing and Education Partnerships (Enterprise Community Partners) prepares housing and education partners to better understand the challenges facing their communities, collaborate on shared outcomes and pursue systems change that advances mobility from poverty for children and families.


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