Overview

Are you new to the mortgage revenue bond program or in need of a refresher?

MRBs are the state housing finance agencies’ primary means of financing affordable home purchase loans. During this webinar, top bond counsel, seasoned financial advisors, and HFA leaders discussed MRB program requirements, bond issuances, structuring, and post-issue compliance.

This program aired on May 14, 2026.

Agenda

Session 1 | Background and Basics

During this MRBs primer, we’ll cover federal program requirements including the first-time home buyer requirement, income and purchase price limits, targeted areas, and maximum allowed mortgage rates.

Session 2 | Issuances, Strategies, and Operations

Gain a better understanding of pre-issuance planning, market timing, different bond structures, how to attract investors, and how MRBs compare with other single-family lending financing sources as we delve into the MRB-issuance process.

Session 3 | Post-Issuance Compliance and Requirements

In this session, explore the ongoing regulatory requirements HFAs must satisfy after an MRB is issued, including reporting, proper use of bond proceeds, the 10-Year rule, recapture tax, and how to avoid rebates to the Internal Revenue Service. Learn what obligations HFAs owe to MRB investors and how they can be fulfilled.