Joseph Testa Email & Phone Number

San Francisco, CA, US

Oakland, CA, US

*Working to develop and implement strategies and actions to increase affordable housing for UC students, faculty, and staff.*Leading efforts to collect housing-related data, review and assess the information, and provide in-depth, analyses as a specialist in student and workforce housing.*Collaborating with internal and external partners to coordinate the.

• Oversaw establishment of LLC and operating agreement in coordination with the legal team to minimize tax losses through division of ownership and profit/loss distributions.
• Completed partnership return including balance sheet and income statement, including distribution of K-1 forms.
• Negotiated purchase contracts and oversaw escrow and closing process and related due diligences for single family residential transactions.
• Developed NPV models for projecting cash flow and evaluating prospective investment. Marketed properties to prospective tenants. Maintain lease agreements, addendums, and tenant-landlord relations for 20 properties.
• Spearheaded property renovation projects including selecting subcontractors, appliances, paints, and landscaping.

• Developed an implementation plan for a new loan program, the Preservation Loan Fund, to support the rehabilitation of over 2,000 units and acquisition of 600 new affordable housing units in San Francisco.
• Evaluated potential lending products by modeling the impacts of variable interest rates, loan terms, and fees.
• Analyzed long-term capital needs of the affordable housing portfolio including analyzing project cash flows and capital needs assessments, to identify refinance needs presently and in 20 years.
• Authored an analytical memo for developing a housing finance agency, including the legal and procedural steps, seed funding required, possible innovative policies, and a goal of $300 million in annual investment by 2031.
• Coordinated revision of PASS (Preservation and Seismic Safety) Program regulation through engaging MOHCD staff and consulting with City Attorney staff.
• Prepared CDIAC (California Debt and Investment Advisory Commission) transparency reports for two fiscal years.

San Francisco, California, US

• Developed a roadmap for the HAF to potentially initiate middle-income housing projects as a project administrator working with Bay Area Housing Finance Authority (BAHFA) as a bond issuing authority.
• Evaluated the benefits and tax revenue impacts of utilizing the JPA model across various asset classes, including Class A and Class C multifamily, as well as the conversion of office space to multifamily in downtown.
• Created a literature review of best practices and critiques of the statewide Middle Income Housing Program to provide guidance to HAF in developing a middle-income program.

San Francisco, CA, US

*Manipulated Costar dataset of over 120,000 5+ unit properties in California to identify property level predictive factors for loss of affordability in naturally occurring affordable housing. This included a review of factors such as displacement risk index, unit type, change in unit rents, and property condition.*Developed a detailed analysis of rent.

San Francisco, CA, US

*Co-authorized comprehensive policy evaluation of state middle income housing program on behalf of the California Housing Partnership to inform pending legislation regulating the program.*Lead a 5-person consulting project on middle income housing developments; managed and facilitated client and project team meetings, established report layout, and.

Through the Haas School of Business, provided assessment of customer needs and opportunities for product monetization of social emotional learning curriculum

San Francisco, CA, US

Milpitas, California, US

Milpitas, California, US

Masters Of Public Policy

Teaching Credential, Secondary Education And Teaching

Masters Of Arts, Political Science

Bachelor Of Arts, Political Science, History

Education record