LIHTC Portfolio Value
$4.82B
K-1s Processed YTD
187/239
AI Extraction Accuracy
98.4%
Avg Processing Time
42sec
Insight Agent · Recommendation
14 partnerships are approaching tax basis depletion within the next 4 quarters
Based on roll-forward projections, 14 of your 239 LIHTC partnerships will reach a depleted basis by Q3 2027. Early-exit modeling shows potential capital release of $78.2M. Recommended action: review with Treasury & CRA team before April 30.
Live Agent Activity
4 agents active
Extraction Agent · Boston Heights LP
23 fields parsed from 2025 K-1 PDF · 4 footnotes interpreted · 99.1% confidence
12 sec ago
Tax Basis Agent · Hartford Commons LP
Roll-forward calculation in progress · 12 prior years aggregated
36 sec ago
Validation Agent flagged 2 anomalies
Ownership % drift detected on Riverside Park Phase II · awaiting reviewer
2 min ago
AMP Builder · 2025 consolidated draft ready
187 partnerships consolidated · variance analysis attached · pending review
8 min ago
K-1 Pipeline Status
239
Total partnerships
Completed
152
In Review
21
Extracting
14
Awaiting K-1
52
Daily Ingestion Throughput
Last 7 days
Successfully extracted
Required human review
Recent K-1 Activity
Real-time stream from your AI agents
| Partnership | Tax Year | Investment | Ownership | Status | AI Confidence | Last Update | |
|---|---|---|---|---|---|---|---|
|
Boston Heights LP
PT-04287 · MA · Phase II
|
2025 | $4,250,000 | 14.5% | Extracted |
99.1%
|
12 sec ago | Open |
|
Hartford Commons LP
PT-04156 · CT · Senior Housing
|
2025 | $6,800,000 | 22.0% | Calculating basis |
98.7%
|
36 sec ago | Open |
|
Riverside Park Phase II
PT-03892 · NY · Mixed-use
|
2025 | $8,150,000 | 18.7% | Review needed |
74.2%
|
2 min ago | Review |
|
Salem Garden Apartments
PT-04001 · NJ · Acquired (Investors Bank)
|
2025 | $3,920,000 | 11.2% | Extracted |
97.5%
|
5 min ago | Open |
|
Lawrence Mills Redevelopment
PT-03742 · MA · Adaptive reuse
|
2025 | $11,400,000 | 27.8% | Awaiting K-1 | — | Expected by Apr 30 | Track |
|
Providence East Towers
PT-03611 · RI · Family
|
2025 | $5,700,000 | 16.3% | Extracted |
99.6%
|
14 min ago | Open |
Activity Heatmap (Last 30 days)
UTC · Per-hour intensity
Wk 1
Wk 2
Wk 3
Wk 4
Less
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Compliance & Audit Readiness
On track
CRA documentation completeness
96%
K-1 receipt confirmations
187 / 239
Tax basis records up to date
218 / 239
AMP report draft progress
62%
Next regulatory deadline
Form 8609 filing · May 14, 2026
FY26 Run-rate Savings vs. Manual + KPMG
$2.4M
Hours saved this quarter
3,180 hrs
Time-to-AMP-report
2.1 days
Down from 41 days
Time-lag reduction
~9 months
Faster strategic decisions