Every 8-K that Greystone Housing Impact Investors LP Beneficial Unit Certificates representing assignments of limited partnership interests (GHI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow GHI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GHI filings page.
Greystone Housing Impact Investors LP (GHI) announced that the Board of Managers of Greystone AF Manager LLC declared a regular quarterly cash distribution of $0.14 per Beneficial Unit Certificate (BUC) for its unitholders. The distribution will be paid on October 30, 2026 to BUC holders of record as of the close of trading on September 30, 2026, and the BUCs will trade ex-distribution as of that same date.
Management states that it remains focused on exiting market-rate multifamily joint venture equity investments, citing the August 2026 sale of Vantage at Loveland, and intends to reinvest capital into high-quality tax-exempt mortgage revenue bond investments for the long-term benefit of unitholders and the partnership.
Greystone Housing Impact Investors LP announced the sale of Vantage at Loveland, a 288-unit market rate multifamily property in Loveland, Colorado, on August 13, 2026, at the direction of the property’s managing member. The Partnership originally contributed approximately $23.2 million of equity to this joint venture in April 2021 and had already received about $2.1 million of equity back and $5.8 million of accrued preferred return from a March 2025 refinancing. Following the August 2026 sale, the remaining equity investment was redeemed and the Partnership received net cash of approximately $23.6 million, including $21.1 million of remaining contributed equity and $2.5 million of accrued preferred return. For the third quarter of 2026, the Partnership estimates investment income of about $2.5 million, net income of approximately $0.11 per Beneficial Unit Certificate (basic and diluted), and Cash Available for Distribution of approximately $0.11 per BUC (basic and diluted) from this transaction. Management states that the sale supports a strategy to reduce capital allocated to market rate multifamily joint venture equity investments and redeploy capital into mortgage revenue bond and governmental issuer loan investments.
Greystone Housing Impact Investors LP reported a net loss of $1.52 million, or $(0.11) per Beneficial Unit Certificate (BUC), for the three months ended June 30, 2026. Cash Available for Distribution (CAD) was $2.43 million, or $0.10 per BUC, and total assets were $1.39 billion, including $927.5 million of Mortgage Revenue Bond (MRB) and Governmental Issuer Loan (GIL) investments.
The Board declared a quarterly cash distribution of $0.14 per BUC, paid July 31, 2026. The Partnership continues shifting capital away from market-rate multifamily joint venture equity into primarily tax-exempt MRBs, targeting more stable earnings and higher proportions of tax-advantaged income over time.
During Q2 2026, advances and acquisitions on taxable MRB, GIL and property loan investments totaled about $42.5 million, while redemptions of GIL and taxable GIL investments were about $153.6 million. All MRB and GIL investments were current on principal and interest as of June 30, 2026, and interest rate hedges generated net receipts of approximately $214,000. The leverage ratio was 74%, slightly lower than year-end 2025.
Greystone Housing Impact Investors LP announced it will host a conference call on August 11, 2026 at 9:00 a.m. Eastern Time to discuss Second Quarter 2026 results. Investors can join via toll-free and international dial-in numbers or listen through a live webcast available on the partnership’s website.
Formed in 1998 under the Delaware Revised Uniform Limited Partnership Act, the partnership’s primary purpose is acquiring and managing mortgage revenue bonds that finance affordable multifamily, seniors and student housing properties. It follows a leveraged investment strategy, uses interest rate risk management instruments, and notes that its forward-looking statements involve risks related to financing maturities, short-term interest rates, collateral and investment valuations, and broader economic and credit market conditions.
Greystone Housing Impact Investors outlined a short-term transition arrangement with former Chief Financial Officer Jesse Coury. After his resignation, Coury will serve as an independent contractor for a three‑month period beginning July 1, 2026, to assist with the handover to a new CFO.
Under the Independent Contractor Agreement dated June 30, 2026, the Partnership will pay Coury a fee of $300 per hour for services provided on an as‑needed basis and reimburse reasonable documented business expenses. The agreement runs through September 30, 2026 and can be terminated by either party on 15 days’ written notice, or immediately by the Partnership for cause. The agreement includes customary confidentiality, nondisclosure and restrictive covenant provisions.
Greystone Housing Impact Investors LP filed a current report noting that investor tax information on its 2025 Schedule K-3 is now available online. Unitholders can access their individual Schedule K-3 via the Tax Package Support website or request an electronic copy by phone.
The Partnership explains that mainly foreign investors, those claiming a foreign tax credit, and certain corporate or partnership unitholders may need the detailed international tax data on Schedule K-3. The press release also reiterates its focus on acquiring leveraged mortgage revenue bonds for affordable housing and includes a standard forward-looking statement about financing, interest rates, valuations and broader economic conditions.
Greystone Housing Impact Investors LP declared a regular quarterly cash distribution of $0.14 per Beneficial Unit Certificate (BUC). The distribution will be paid on July 31, 2026 to BUC holders of record at the close of trading on June 30, 2026, when the units begin trading ex-distribution.
The Partnership highlights its ongoing strategy of exiting market rate multifamily joint venture equity investments and reinvesting proceeds into high quality tax-exempt mortgage revenue bonds backed by affordable multifamily, seniors, and student housing. Distributions are set by the manager after evaluating operating results, financial condition, and other relevant factors.
Greystone Housing Impact Investors LP reported that Chief Financial Officer Jesse A. Coury has resigned, effective June 30, 2026. The company states his resignation is not related to any disagreement over financial, accounting, or other matters.
The Board appointed Eric R. Nielsen, the current Corporate Controller, as interim Chief Financial Officer effective July 1, 2026, until a permanent successor is chosen. Nielsen has held senior finance roles since 2011 and has served as the Partnership’s Corporate Controller since 2020.
Greystone Housing Impact Investors LP reported first quarter 2026 results with net income of $1.33 million, or $0.01 per Beneficial Unit Certificate (BUC), compared with $2.40 million a year earlier.
Cash Available for Distribution (CAD) was $3.05 million, or $0.13 per BUC, while cash distributions declared were $0.14 per BUC. Total revenues were $21.79 million versus $24.32 million in first quarter 2025, reflecting lower investment income and losses from unconsolidated joint ventures.
Total assets were $1.49 billion as of March 31 2026, with Mortgage Revenue Bond and Governmental Issuer Loan investments of $1.03 billion and an overall leverage ratio of 75%. Management is reallocating capital away from market‑rate multifamily joint venture equity into primarily tax‑exempt mortgage revenue bonds, which they believe will support more stable, tax‑advantaged earnings over time. The partnership also acquired four South Carolina multifamily properties via deed in lieu of foreclosure and remains current on all MRB and GIL borrower payments.
Greystone Housing Impact Investors LP announced it will host a conference call on May 12, 2026 at 9:00 a.m. Eastern Time to discuss its First Quarter 2026 results. Investors can join via toll-free dial-in or international numbers, or listen through a live webcast on the Partnership’s website. A replay will be available on its investor relations site. The Partnership focuses on acquiring and managing mortgage revenue bonds that finance affordable multifamily, seniors, and student housing, generally seeking interest income that is excludable from gross income for federal income tax purposes.
Greystone Housing Impact Investors LP declared a regular quarterly cash distribution of $0.14 per Beneficial Unit Certificate (BUC), payable on April 30, 2026 to holders of record as of March 31, 2026, with BUCs trading ex-distribution on March 31.
For the fourth quarter of 2025, the Partnership reported a net loss of $2.6 million, or $(0.17) per BUC, and Cash Available for Distribution (CAD) of $2.8 million, or $0.12 per BUC, on total revenues of $17.2 million. Total assets were $1.50 billion, including $1.15 billion of mortgage revenue bond and governmental issuer loan investments.
Management is repositioning the portfolio away from market-rate multifamily joint venture equity into primarily tax-exempt mortgage revenue bonds. In early 2026, the Partnership acquired four South Carolina multifamily properties via deed in lieu of foreclosure tied to $119.9 million of original MRB investments, repaid $95.9 million of TOB financings, and obtained a new $84.0 million mortgage loan secured by the properties.
Greystone Housing Impact Investors LP filed a current report outlining several investor updates. The partnership announced it will host a conference call on March 19, 2026 at 4:30 p.m. Eastern Time to discuss its Fourth Quarter 2025 results, with both phone and webcast access available.
It also notified investors that Tax Year 2025 Schedule K‑1 forms are now accessible electronically via the Tax Package Support website, with paper copies to be mailed unless paperless delivery was elected. In addition, the partnership reported that it filed its Form 10‑K for the year ended December 31, 2025, which is available online and by free hard‑copy request.
The press release reiterates the partnership’s focus on acquiring and managing mortgage revenue bonds financing affordable multifamily, seniors, and student housing, using leverage and interest rate risk management tools while emphasizing that interest on these bonds is generally expected to be federally tax‑exempt.
Greystone Housing Impact Investors LP reported weaker results for 2025 and the fourth quarter while advancing a shift in strategy. For the three months ended December 31, 2025, it recorded a net loss of $2.6 million, or $(0.17) per Beneficial Unit Certificate (BUC), and Cash Available for Distribution (CAD) of $2.8 million, or $0.12 per BUC. Total assets were $1.5 billion, including $1.15 billion of mortgage revenue bond (MRB) and governmental issuer loan (GIL) investments. For the full year 2025, the Partnership reported a net loss of $7.6 million, or $(0.52) per BUC, with CAD of $19.1 million, or $0.82 per BUC. In December 2025 the Board declared a quarterly cash distribution of $0.25 per BUC, paid January 30, 2026. Management is reducing exposure to market-rate multifamily joint venture equity investments and plans to redeploy capital primarily into tax-exempt MRBs, aiming for more stable earnings and a higher share of tax-advantaged income over time. During the fourth quarter, advances and acquisitions of MRB, taxable MRB, taxable GIL and property loan investments totaled approximately $39.2 million, while redemptions and paydowns of GIL investments totaled approximately $12.1 million. In early 2026, the Partnership acquired four South Carolina multifamily properties via deeds in lieu of foreclosure on MRBs with original balances of $119.9 million, repaid related TOB trust financings of about $95.9 million, and obtained a new $84.0 million mortgage loan secured by the properties. All MRB and GIL investments were current on principal and interest as of December 31, 2025, and interest rate hedges generated net receipts of about $660,000 for the quarter and $3.2 million for the year.
Greystone Housing Impact Investors subsidiaries amended an existing loan agreement and confirmed total notes of $84,000,000 with BankUnited, N.A. and ServisFirst Bank. The amendment updates definitions, adds post-closing pledgors, adjusts extension terms, and tightens financial covenants, including required debt service coverage ratios of 1.00:1.00 and 1.05:1.00 as of February 15, 2027 and June 30, 2027.
The lenders advanced additional principal of $42,000,000, which financed the acquisition of Windsor Shores Apartments in Columbia, SC and Century Plaza Apartments in Greenville, SC, both affordable multifamily properties. These assets were taken via deed in lieu of foreclosure after prior mortgage revenue bond defaults. The notes bear interest at one‑month Term SOFR plus 2.75% and are hedged with swap agreements covering the full $84,000,000 principal.
Greystone Housing Impact Investors LP filed an amended current report to fix a missing hyperlink to a previously issued press release. The amendment does not change any other disclosures.
The filing reiterates that on January 14, 2026, GHI GP Holdings LLC, as sole member of Greystone AF Manager LLC, appointed Alfonso Costa Jr. to the Greystone AF Manager LLC Board of Managers, effective January 15, 2026. In this role, he will act in the capacity of a director of the Partnership.
Because of an existing advisory relationship with an affiliated entity, the board determined that Mr. Costa does not meet New York Stock Exchange and SEC independence standards. The filing states there is no arrangement or understanding behind his appointment and no related-party transactions requiring disclosure. It provides extensive biographical details on his real estate and government experience and notes that his appointment was announced in a January 20, 2026 press release.
Greystone Housing Impact Investors LP reported a leadership change related to its governance structure. On January 14, 2026, GHI GP Holdings LLC, as sole member of Greystone AF Manager LLC, appointed Alfonso Costa Jr. to the Board of Managers of Greystone AF Manager LLC, effective January 15, 2026. In this role, he will act in the capacity of a director of the Partnership.
The board determined that Mr. Costa does not meet the New York Stock Exchange and SEC independence standards because of a current advisory relationship with an affiliated entity of Greystone AF Manager LLC. The filing states there is no arrangement or understanding with any other person regarding his appointment and no related-party transactions requiring disclosure. The report includes Mr. Costa’s background in real estate development and prior leadership roles at the U.S. Department of Housing and Urban Development, as well as his board and industry affiliations. A press release announcing his appointment is filed as an exhibit.
Greystone Housing Impact Investors LP disclosed that several South Carolina subsidiaries entered into a new Loan Agreement of up to $84,000,000 with BankUnited, N.A. On closing, the borrower issued an initial Note for $42,000,000, and those proceeds were used to acquire two rehabilitated affordable multifamily properties in Greenville and Spartanburg, South Carolina that the partnership previously held as bond collateral and then obtained via deed in lieu of foreclosure.
The facility matures on December 31, 2027, carries a floating rate of one‑month Term SOFR plus 2.75%, and may be extended one year subject to fees and performance tests. It is secured by mortgages and related collateral on the acquired properties and any future post‑closing properties, and requires full interest‑rate hedging via swap agreements.
Greystone Housing Impact Investors LP provided an absolute and unconditional guaranty of the borrower’s obligations, with covenants to maintain at least $6,250,000 in liquid assets (or $7,500,000 if requested under an existing line of credit) and net worth of at least $200,000,000. Affiliate Greystone Select Incorporated added a separate guaranty of $8,400,000, subject to financial covenants on liquidity, net worth, and leverage.
Greystone Housing Impact Investors LP declared a regular quarterly cash distribution of $0.25 per Beneficial Unit Certificate (BUC) for its unitholders. The distribution was approved by the Board of Managers of Greystone AF Manager LLC, which is the general partner of the Partnership’s general partner.
The cash distribution will be paid on January 30, 2026 to BUC holders of record as of the close of trading on December 31, 2025, and the BUCs will trade ex-distribution as of that date. The Partnership also issued a press release with further details, included as Exhibit 99.1.
Greystone Housing Impact Investors LP reported that, effective December 11, 2025, it terminated its Amended and Restated Capital on DemandTM Sales Agreement with JonesTrading Institutional Services LLC and BTIG, LLC. This agreement had allowed the partnership to sell, from time to time, beneficial unit certificates representing limited partnership interests with an aggregate offering price of up to $50,000,000 through an at-the-market offering program. The partnership was not required to sell any units under this arrangement and paid the agents a 2.0% commission on any BUCs sold. The termination ends this specific at-the-market equity sales channel for the partnership.
Greystone Housing Impact Investors LP (GHI) reported that its Audit Committee and senior management have changed the partnership’s independent registered public accounting firm, dismissing PricewaterhouseCoopers LLP (PwC) and engaging Grant Thornton LLP, effective November 17, 2025.
The change follows PwC’s non-audit team advising an affiliate, Greystone Select Incorporated, that certain additional non-audit services it requested would be impermissible under SEC independence rules. To avoid any potential impact on auditor independence and in appreciation of these rules, the partnership elected to switch to Grant Thornton.
The partnership states there were no disagreements with PwC on accounting principles, financial statement disclosure, or audit scope, and no reportable events for the fiscal years ended December 31, 2024 and 2023 and the subsequent interim period. PwC’s audit reports for those years were unmodified, and PwC had served as auditor since 2016. Grant Thornton has been engaged for the fiscal year ending December 31, 2025.
Greystone Housing Impact Investors LP furnished an update on November 6, 2025, announcing that it issued a press release with financial results for the third quarter ended September 30, 2025 and posted supplemental financial information on its investor website.
The materials were provided under Item 2.02 and Item 7.01 and are designated as furnished, not filed, under the securities laws. Exhibits include the press release (Ex. 99.1) and the supplemental information (Ex. 99.2).
Greystone Housing Impact Investors LP announced it will host a conference call on November 6, 2025 at 4:30 p.m. Eastern Time to discuss its third-quarter 2025 results. The company furnished a related press release as Exhibit 99.1 in this report.
Greystone Housing Impact Investors LP issued 500,000 Series B Preferred Units to ServisFirst Bank, generating $5,000,000 in aggregate proceeds. The issuance was made under the Partnership’s existing Form S-3 shelf registration and effected through a subscription agreement dated October 9, 2025.
The Partnership states it will use the proceeds to acquire mortgage revenue bonds issued by state and local housing authorities to finance affordable multifamily, student housing, senior citizen and commercial properties, and to acquire other allowable investments under its partnership agreement. A press release announcing the closing was issued on October 14, 2025.
Greystone Housing Impact Investors LP declared a regular quarterly cash distribution of $0.30 per Beneficial Unit Certificate (BUC) for its unitholders.
The distribution will be paid on October 31, 2025 to BUC holders of record at the close of trading on September 30, 2025, and the BUCs will trade ex-distribution as of that record date. The partnership also issued a press release announcing this distribution and highlighted a wide range of economic, real estate, interest-rate, tax, and other risks that could cause future results to differ from current expectations.
Greystone Housing Impact Investors LP provided selected financial and operations information from the second quarter of 2025 on its website. The materials are supplemental and do not constitute a complete set of financial statements prepared in accordance with GAAP; most, but not all, of the selected information is derived from the Partnership's consolidated GAAP financial statements and related MD&A included in its Forms 10-K and 10-Q. The disclosure was furnished under Regulation FD and Item 7.01 and specifically states the furnished information is not "filed" with the SEC and will not be incorporated by reference into other filings unless explicitly referenced. The filing attaches Exhibit 99.1 (supplemental information) and Exhibit 104 (interactive data file).
Greystone Housing Impact Investors LP (NYSE: GHI) reports the failure of a key consent solicitation to extend their 2015 Equity Incentive Plan. The proposal, which sought to extend the plan's term to June 24, 2027, did not receive the required majority approval from BUC (Beneficial Unit Certificate) holders.
Key voting results:
- Total eligible BUCs: 23,397,437
- Required for approval: 11,698,719 (majority)
- Total votes cast: 8,131,758 (34.8% participation)
- Voting breakdown: 7,003,553 For, 777,689 Against, 350,516 Abstain
The low voter turnout of 34.8% fell significantly short of the required threshold for approval, effectively preventing the extension of the Incentive Plan. This outcome may impact the partnership's ability to offer equity-based compensation to key personnel beyond the current plan's expiration.