What's inside (8 pages)

• Executive summary — the five takeaways every operator should have on the wall by Q4 2026.
• HOTMA timeline (Q3 2025 → Jan 1 2027) — every milestone that matters, with what each one means operationally.
• Vendor scorecard — Yardi, RealPage, MRI, Entrata, AppFolio, ResMan, ExactEstate scored against five criteria: 50058 build shipped, asset-test build, audit-trail evidence, public implementation guide, and MSA-grade Jan 1 2027 commitment.
• 90-day implementation checklist — the exact day-1-through-90 PHA director's playbook: foundation (days 1–10), build (days 11–45), cutover (days 46–90).
• HUD-50058 changes summary — line-level edits with the Section, field, and the HOTMA change in one table. The action item: which households to sandbox-test.
• Asset test deep dive — $5K → $50K threshold, FMV valuation rule, two-year disposal lookback, self-certification cap.
• Appendix B fallback details — what it allows (90-day paper submission, continued HAP), what it does not allow (skipping the new asset math, bulk fallback for portfolios over 500 units), and how to pre-stage it now.
• ExactEstate's HOTMA module status — every capability we have shipped to production, with the procurement-grade status table.

Why operators need this

HUD's PIH-2026-15 hardened the January 1, 2027 deadline. There is no vendor-readiness extension. Operators that wait until Q4 2026 to begin implementation will miss the cutover and land on Appendix B paper fallback for the first 60–90 days of 2027. That is survivable, but it is manual, audit-intensive, and a real operational drag at a time when MORs are already running against the new rules.

The brief is the artifact we send to PHA Directors who ask us "where do I even start." It is plain English, no slides, and the vendor scorecard alone has saved several boards from a six-figure procurement mistake.

Who it's for

• PHA Directors — for the procurement conversation and the board briefing.
• Compliance Officers — for the 50058 changes summary and the asset-test sub-fields.
• HCV Directors — for the 90-day implementation checklist and the Appendix B fallback procedure.
• COOs and CFOs — for the financial framing of the cutover and the vendor commitment criteria.

Get the PDF

The brief is gated only by a quick lead form (name, email, company). Submit above and your download begins immediately; a copy lands in your inbox so you can forward it to your board.

Want a working session?

Book a 30-minute working session with the ExactEstate HOTMA implementation team. Bring a sample 50058 from your portfolio; we run it through our HOTMA build in production, show you the side-by-side rent calc with the full audit trail, and project the cutover timeline for your portfolio specifically. No slides.

Book a demo →

From the HOTMA & PHA compliance cluster

• HOTMA Jan 1 2027 implementation timeline
• HOTMA vendor scorecard (Yardi, RealPage, MRI…)
• 50058 error audit — catch every fatal
• NSPIRE-V Feb 1 2027 evidence packet