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Greystone Housing Impact Investors LP (GHI) guidance and outlook

Greystone Housing Impact Investors LP's 10-Q filed Nov 9, 2026 makes 43 forward-looking statements.

Guidance and outlook

Forward-looking statements, 10-Q filed Nov 9, 2026

• We expect and believe the interest received on these MRBs and GILs is excludable from gross income for federal income tax purposes.
• The timing of the return of our capital from JV Equity Investment sales and the time required to redeploy this capital will impact our reported earnings during this period of transition.
• Once capital is returned and subsequently redeployed, we believe this reallocation strategy will result in an increased stability of earnings from the regular net interest spread income on new MRB investments as compared to the sporadic transaction-driven income from JV Equity Investments.
• We also expect additional MRB investments to increase the proportion of tax-advantaged income allocated to Unitholders in the long term.
• We will continue to leverage Greystone’s strong lending relationships across the affordable housing, seniors housing, and skilled nursing business lines to identify new MRB investment opportunities.
• For our leverage programs, we will continue to employ our hedging strategies to reduce our exposure to changes in the interest cost on variable rate debt financing related to our fixed rate investments.
• We expect pressure on rental rates and occupancy to lessen at some point in 2027 due to positive unit absorption and limited units from new construction starts in these markets in 2024 and 2025 coming online.
• The leasing market pressures noted above have made it more difficult for the respective managing members of our stabilized market rate multifamily JV Equity Investments to sell the properties, resulting in longer than expected investment holding periods.
• After the current elevated level of new multifamily supply is absorbed, we expect net rents and occupancy to increase, capitalization rates to decline, and property valuations to increase.
• Meanwhile, the variable rate payment by the counterparty on our interest rate swap will decline such that our benefit from the monthly net settlement payment will decline .
• We will continue to evaluate investment opportunities related to properties that utilize C-PACE financing for future investment as we want to encourage our borrowers to utilize clean energy design and construction practices.
• The provision for credit losses for the three months ended September 30, 2026 related to declining expected credit losses for our portfolio of property loan investments and was primarily due to property loan redemptions during 2026.

Greystone Housing Impact Investors LP's latest quarter

Questions

What does Greystone Housing Impact Investors LP expect?

We expect and believe the interest received on these MRBs and GILs is excludable from gross income for federal income tax purposes. The timing of the return of our capital from JV Equity Investment sales and the time required to redeploy this capital will impact our reported earnings during this period of transition. Once capital is returned and subsequently redeployed, we believe this reallocation strategy will result in an increased stability of earnings from the regular net interest spread income on new MRB investments as compared to the sporadic transaction-driven income from JV Equity Inv

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Updated Nov 9, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.