UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-41564 GREYSTONE HOUSING IMPACT INVESTORS LP (Exact name of registrant as specified in its charter) Delaware 47-0810385 (State or other jur ...

电话会议和新闻发布 - 公司将于2024年5月8日下午4:30在东部时间举行电话会议，讨论2024年第一季度业绩[3] - 公司发布了2024年第一季度业绩的新闻稿，日期为2024年4月23日[3]

OMAHA, Neb., April 23, 2024 (GLOBE NEWSWIRE) -- Greystone Housing Impact Investors LP (NYSE:GHI) (the "Partnership") announced today that it will host a conference call for investors on Wednesday, May 8, 2024 at 4:30 p.m. Eastern Time to discuss the Partnership's First Quarter 2024 results. For those interested in participating in the question-and-answer session, participants may dial-in toll free at (877) 407-8813. International participants may dial-in at +1 (201) 689-8521. No pin or code number is needed ...

公司业绩 - Greystone Housing Impact Investors LP (NYSE:GHI) 在2022年11月被评为负面，但在2023年2月后出现大幅价格下跌后获得升级[1] - GHI 在最近发布的2023年第四季度业绩中表现一般，提到了高度税收优惠的收益[3] - 公司主要资产是抵押收入债券和类似投资，但也拥有实物房地产，这些资产帮助提升了可分配收入[4] - 公司的分配收入主要依赖于出售房地产资产来支持，而非传统的利息收入业务[7] - 2023年全年，公司的分配收入主要通过出售房地产资产来支持[7] 利息收入影响 - 公司的基础业务表现不佳，抵押收入债券的利息收入受到联邦储备局加息的影响，导致净投资收入较低[15] - 随着利率环境持续上升，公司的分配可能会受到压力，未来可能需要调整[17] 建议 - 公司的相对杠杆率较高，基础分配不可持续，建议观望并等待股价下跌或分配削减后再考虑入场[21]

halbergman Co-authored by Treading Softly. Finding a home is an important step for every person. The ability to find a place to live is essential to be able to establish a home base that you then operate from, whether you're going to work, whether it's a place to simply cook a meal or to lay your head at night in sleep. The issue that so much of the housing market is seeing right now is that there's a massive majority of homeowners who are locked in at extremely low interest rates that occurred during the C ...

OMAHA, Neb., March 13, 2024 (GLOBE NEWSWIRE) -- On March 13, 2024, Greystone Housing Impact Investors LP (NYSE:GHI) (the "Partnership") announced that the Board of Managers of Greystone AF Manager LLC ("Greystone Manager") declared a distribution to the Partnership's Beneficial Unit Certificate ("BUC") holders of $0.44 per BUC. The distribution consists of a regular quarterly cash distribution of $0.37 per BUC plus a supplemental distribution payable in the form of additional BUCs equal in value to $0.07 pe ...

OMAHA, Neb., March 06, 2024 (GLOBE NEWSWIRE) -- Greystone Housing Impact Investors LP (NYSE:GHI) (the "Partnership") announced today that on March 4, 2024, it closed on a $10 million increase in the maximum available commitment of its secured revolving Line of Credit facility ("LOC") to up to $50 million. The additional $10 million commitment was provided by a new lender to the Partnership. BankUnited N.A. serves as sole arranger and administrative agent. The LOC is secured by the Partnership's joint ventur ...

OMAHA, Neb., March 04, 2024 (GLOBE NEWSWIRE) -- Greystone Housing Impact Investors LP, a Delaware limited partnership, (NYSE:GHI) (the "Partnership") today announced that it has filed its Annual Report on Form 10-K for the fiscal year ended December 31, 2023 with the Securities and Exchange Commission on February 22, 2024. A copy of this Form 10-K is available on the Partnership's website at www.ghiinvestors.com/sec-filings/annual-reports. The Partnership's unitholders may receive a hard copy of the Form 10 ...

财务数据和关键指标变化 - 公司2023年全年净收益为每单位2.07美元,现金可供分配(CAD)为每单位1.93美元 [8] - 2023年第四季度净收益为每单位0.24美元,CAD为每单位0.27美元,其中包括1000万美元的非现金利率掉期亏损 [9] - 公司资产负债率为72%,账面净值为每单位15.17美元,较上季度增加2.20美元,主要是由于债券投资组合公允价值上升 [19][20] 各条业务线数据和关键指标变化 - 公司持有85个总值12.7亿美元的房地产抵押债券,主要集中在德克萨斯州(32%)、加州(25%)和南卡罗来纳州(21%) [27] - 公司持有10个总值为政府发行贷款,并提供相关的物业贷款,第四季度新增2500万美元 [27][28] - 公司持有12个总值1.37亿美元的合资股权投资,第四季度新增1610万美元 [32][33] 各个市场数据和关键指标变化 - 2023年整体固定收益市场表现良好,美国市政债券指数全年总回报为6.4% [41] - 10年期和30年期美国市政债券收益率较上季度分别下降约70个基点 [42] - 新建项目融资成本上升,开发商需要更多政府补贴和其他资金来维持项目可行性 [43] 公司战略和发展方向及行业竞争 - 公司将继续通过Freddie Mac税收优惠贷款转换等方式为开发商提供最具成本效益的资本 [44] - 公司将选择性地继续投资合资股权项目,以在其他开发商面临挑战时获得更好的退出机会 [45] - 公司看到区域银行在提供建筑贷款方面的需求下降,为公司在这一领域的投资带来了机会 [63][64] 管理层对经营环境和未来前景的评论 - 利率波动、短期利率大幅上升以及成本通胀给开发商带来了挑战 [43] - 公司将继续密切关注利率风险敞口,必要时可能实施对冲措施 [35] - 公司认为获得新项目的机会将使其在未来3-5年的退出时处于有利地位 [45] 问答环节重要的提问和回答 问题1 **Stephen Laws 提问** 询问公司出售Suites on Paseo物业后的资本再部署情况,新投资的收益率是否更高 [48][49] **Kenneth Rogozinski 回答** 公司在定价新的抵押债券或政府发行贷款投资时会进行详细的收益分析,确保新投资对公司股息具有增厚作用 [49] 合资股权投资方面,公司需要更加谨慎选择市场,但仍试图保持与历史投资收益目标一致 [50][51] 问题2 **Matthew Erdner 提问** 询问区域银行压力是否为公司带来了投资机会 [62] **Kenneth Rogozinski 回答** 公司认为区域银行在提供建筑贷款方面的需求下降,为公司在这一领域的投资带来了机会,可以加强与大型房地产开发商的合作关系 [63][64] 问题3 **Christopher Muller 提问** 询问低收入住房税收抵免(LIHTC)计划的立法变化对公司的影响 [70] **Kenneth Rogozinski 回答** 如果LIHTC计划的50%测试标准降至30%,将使得公司在缺乏配额的州提供更多的应税政府发行贷款,从而增加公司的投资机会 [73][74]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-41564 GREYSTONE HOUSING IMPACT INVESTORS LP (Exact name of registrant as specified in its charter) Delaware 47-0810385 (State or other jurisdic ...