25. Segments

As of December 31, 2025, the Partnership had four reportable segments: (1) Affordable Multifamily Investments, (2) Seniors and Skilled Nursing Investments, (3) Market-Rate Joint Venture Investments, and (4) MF Properties. The Partnership separately reports its consolidation and elimination information because it does not allocate certain items to the segments. The Partnership’s chief operating decision maker (the “CODM”) is the Chief Executive Officer, who uses net income (loss) to monitor segment performance against budgeted results and to allocate resources. In this regard, the CODM uses net income (loss) to evaluate income generated from each segment’s assets and investments in deciding whether to reinvest income and available capital into such segment or into other investment classes of the Partnership. The CODM has considered recent underperformance in the Market-Rate Joint Venture Investments in conjunction with future market expectations in his decision to reduce the capital allocation to the Market-Rate Joint Venture Investments in the future.

Affordable Multifamily Investments Segment

The Affordable Multifamily Investments segment consists of the Partnership’s portfolio of MRBs, GILs and related taxable MRBs, taxable GILs, and property loans that have been issued to provide construction and/or permanent financing for multifamily residential and commercial properties in their market areas. Such MRBs and GILs are held as investments and the related taxable MRBs, taxable GILs, and property loans, net of loan loss allowances, are reported as such on the Partnership’s consolidated balance sheets. As of December 31, 2025, the Partnership reported 82 MRBs and four GILs in this segment. As of December 31, 2025, the multifamily residential properties securing the MRBs and GILs contain a total of 10,581 and 910 multifamily rental units, respectively. All “General and administrative expenses” on the Partnership’s consolidated statements of operations are reported within this segment.

Seniors and Skilled Nursing Investments Segment

The Seniors and Skilled Nursing Investments segment consists of two MRBs that have been issued to provide acquisition, construction and/or permanent financing for seniors housing and skilled nursing properties and a property loan associated with a lease of essential healthcare support buildings. Seniors housing consists of a combination of independent living, assisted living and memory care units. As of December 31, 2025, the two properties securing the MRBs contain a total of 284 beds.

Market-Rate Joint Venture Investments Segment

The Market-Rate Joint Venture Investments segment consists of the operations of ATAX Vantage Holdings, LLC, ATAX Freestone Holdings, LLC, ATAX Senior Housing Holdings I, LLC, and ATAX Great Hill Holdings LLC, which make noncontrolling investments in unconsolidated entities for the construction, stabilization, and ultimate sale of market-rate multifamily and seniors housing properties (Note 7). The Market-Rate Joint Venture Investments segment also includes the consolidated VIE of Vantage at San Marcos (Note 3).

MF Properties Segment

The MF Properties segment consists primarily of student housing residential properties that were previously owned by the Partnership. As of December 31, 2025, the Partnership did not own any MF Properties. The Partnership previously owned the Suites on Paseo MF Property until the property was sold in December 2023 and there is no continuing involvement with the property. The Partnership previously sold The 50/50 MF Property to an unrelated non-profit organization in December 2022 in exchange for a seller financing property loan, which is included in the MF Properties Segment. Income tax expense for the Greens Hold Co is reported within this segment.

The following tables detail certain financial information for the Partnership’s reportable segments for the periods indicated:

 

 

 

For the Year Ended December 31, 2025

 

 

 

Affordable Multifamily Investments

 

 

Seniors and Skilled Nursing Investments

 

 

Market-Rate Joint Venture Investments

 

 

MF Properties

 

 

Partnership Total

 

Revenues:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Investment income

 

$

67,184,270

 

 

$

4,204,796

 

 

$

40,525

 

 

$

-

 

 

$

71,429,591

 

Other interest income

 

 

10,823,081

 

 

 

761,250

 

 

 

-

 

 

 

100,000

 

 

 

11,684,331

 

Contingent interest income

 

 

208,059

 

 

 

 

 

 

 

 

 

 

 

 

208,059

 

Other income

 

 

1,957,785

 

 

 

110,000

 

 

 

-

 

 

 

-

 

 

 

2,067,785

 

Total revenues

 

 

80,173,195

 

 

 

5,076,046

 

 

 

40,525

 

 

 

100,000

 

 

 

85,389,766

 

Expenses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Provision for credit losses

 

 

9,804,134

 

 

 

3,000

 

 

 

-

 

 

 

-

 

 

 

9,807,134

 

Depreciation and amortization

 

 

8,965

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

8,965

 

Interest expense

 

 

48,674,806

 

 

 

2,718,538

 

 

 

(1,001,971

)

 

 

-

 

 

 

50,391,373

 

Net result from derivative transactions

 

 

2,986,197

 

 

 

660,251

 

 

 

-

 

 

 

-

 

 

 

3,646,448

 

General and administrative

 

 

18,978,493

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

18,978,493

 

Total expenses

 

 

80,452,595

 

 

 

3,381,789

 

 

 

(1,001,971

)

 

 

-

 

 

 

82,832,413

 

Other Income:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gain on sale of real estate assets

 

 

-

 

 

 

-

 

 

 

-

 

 

 

3,017,410

 

 

 

3,017,410

 

Gain on sale of investments in unconsolidated entities

 

 

-

 

 

 

-

 

 

 

185,963

 

 

 

-

 

 

 

185,963

 

Earnings (losses) from investments in unconsolidated entities

 

 

(29,793

)

 

 

-

 

 

 

(12,517,130

)

 

 

-

 

 

 

(12,546,923

)

Income before income taxes

 

 

(309,193

)

 

 

1,694,257

 

 

 

(11,288,671

)

 

 

3,117,410

 

 

 

(6,786,197

)

Income tax expense

 

 

-

 

 

 

-

 

 

 

-

 

 

 

827,548

 

 

 

827,548

 

Segment net income (loss)

 

$

(309,193

)

 

$

1,694,257

 

 

$

(11,288,671

)

 

$

2,289,862

 

 

$

(7,613,745

)

 

 

 

For the Year Ended December 31, 2024

 

 

 

Affordable Multifamily Investments

 

 

Seniors and Skilled Nursing Investments

 

 

Market-Rate Joint Venture Investments

 

 

MF Properties

 

 

Partnership Total

 

Revenues:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Investment income

 

$

72,865,558

 

 

$

3,442,560

 

 

$

4,668,588

 

 

$

-

 

 

$

80,976,706

 

Other interest income

 

 

8,941,994

 

 

 

393,313

 

 

 

-

 

 

 

174,000

 

 

 

9,509,307

 

Other income

 

 

785,386

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

785,386

 

Total revenues

 

 

82,592,938

 

 

 

3,835,873

 

 

 

4,668,588

 

 

 

174,000

 

 

 

91,271,399

 

Expenses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Provision for credit losses

 

 

(1,254,308

)

 

 

218,000

 

 

 

-

 

 

 

-

 

 

 

(1,036,308

)

Depreciation and amortization

 

 

23,867

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

23,867

 

Interest expense

 

 

54,566,925

 

 

 

2,464,899

 

 

 

3,000,183

 

 

 

-

 

 

 

60,032,007

 

Net result from derivative transactions

 

 

(7,202,354

)

 

 

(1,293,072

)

 

 

-

 

 

 

-

 

 

 

(8,495,426

)

General and administrative

 

 

19,652,622

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

19,652,622

 

Total expenses

 

 

65,786,752

 

 

 

1,389,827

 

 

 

3,000,183

 

 

 

-

 

 

 

70,176,762

 

Other Income:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gain on sale of real estate assets

 

 

-

 

 

 

-

 

 

 

-

 

 

 

63,739

 

 

 

63,739

 

Gain on sale of mortgage revenue bond

 

 

2,220,254

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

2,220,254

 

Gain on sale of investments in unconsolidated entities

 

 

-

 

 

 

-

 

 

 

117,844

 

 

 

-

 

 

 

117,844

 

Earnings (losses) from investments in unconsolidated entities

 

 

-

 

 

 

-

 

 

 

(2,140,694

)

 

 

-

 

 

 

(2,140,694

)

Income before income taxes

 

 

19,026,440

 

 

 

2,446,046

 

 

 

(354,445

)

 

 

237,739

 

 

 

21,355,780

 

Income tax expense

 

 

-

 

 

 

-

 

 

 

-

 

 

 

32,447

 

 

 

32,447

 

Segment net income (loss)

 

$

19,026,440

 

 

$

2,446,046

 

 

$

(354,445

)

 

$

205,292

 

 

$

21,323,333

 

 

 

 

 

For the Year Ended December 31, 2023

 

 

 

Affordable Multifamily Investments

 

 

Seniors and Skilled Nursing Investments

 

 

Market-Rate Joint Venture Investments

 

 

MF Properties

 

 

Partnership Total

 

Revenues:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Investment income

 

$

70,393,234

 

 

$

1,710,657

 

 

$

10,162,307

 

 

$

-

 

 

$

82,266,198

 

Other interest income

 

 

17,756,044

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

17,756,044

 

Property revenues

 

 

-

 

 

 

-

 

 

 

-

 

 

 

4,567,506

 

 

 

4,567,506

 

Other income

 

 

310,916

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

310,916

 

Total revenues

 

 

88,460,194

 

 

 

1,710,657

 

 

 

10,162,307

 

 

 

4,567,506

 

 

 

104,900,664

 

Expenses:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Real estate operating

 

 

-

 

 

 

-

 

 

 

-

 

 

 

2,663,868

 

 

 

2,663,868

 

Provision for credit losses

 

 

(2,347,000

)

 

 

-

 

 

 

-

 

 

 

-

 

 

 

(2,347,000

)

Depreciation and amortization

 

 

23,846

 

 

 

-

 

 

 

-

 

 

 

1,513,602

 

 

 

1,537,448

 

Interest expense

 

 

66,112,891

 

 

 

998,618

 

 

 

1,337,402

 

 

 

617,852

 

 

 

69,066,763

 

Net result from derivative transactions

 

 

(7,305,867

)

 

 

(89,844

)

 

 

-

 

 

 

24,127

 

 

 

(7,371,584

)

General and administrative

 

 

20,399,489

 

 

 

-

 

 

 

-

 

 

 

-

 

 

 

20,399,489

 

Total expenses

 

 

76,883,359

 

 

 

908,774

 

 

 

1,337,402

 

 

 

4,819,449

 

 

 

83,948,984

 

Other Income:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gain on sale of real estate assets

 

 

-

 

 

 

-

 

 

 

-

 

 

 

10,363,363

 

 

 

10,363,363

 

Gain on sale of investments in unconsolidated entities

 

 

-

 

 

 

-

 

 

 

22,725,398

 

 

 

-

 

 

 

22,725,398

 

Earnings (losses) from investments in unconsolidated entities

 

 

-

 

 

 

-

 

 

 

(17,879

)

 

 

-

 

 

 

(17,879

)

Income before income taxes

 

 

11,576,835

 

 

 

801,883

 

 

 

31,532,424

 

 

 

10,111,420

 

 

 

54,022,562

 

Income tax expense

 

 

-

 

 

 

-

 

 

 

-

 

 

 

10,866

 

 

 

10,866

 

Segment net income

 

$

11,576,835

 

 

$

801,883

 

 

$

31,532,424

 

 

$

10,100,554

 

 

$

54,011,696

 

 

The following table details total assets for the Partnership’s reportable segments as of December 31, 2025 and 2024:

 

 

 

December 31, 2025

 

 

December 31, 2024

 

 

Total assets

 

 

 

 

 

 

 

Affordable Multifamily Investments

 

$

1,354,654,552

 

 

$

1,428,627,104

 

 

Seniors and Skilled Nursing Investments

 

 

72,334,224

 

 

 

70,163,422

 

 

Market-Rate Joint Venture Investments

 

 

148,919,228

 

 

 

183,508,429

 

 

MF Properties

 

 

4,332,730

 

 

 

7,782,906

 

 

Consolidation/eliminations

 

 

(77,353,456

)

 

 

(110,381,701

)

 

Total assets

 

$

1,502,887,278

 

 

$

1,579,700,160

 

 

Historical Timeline

Fiscal YearFiled
2025Mar 16, 2026Showing above
2024Feb 20, 2025
2023Feb 22, 2024
2022Feb 23, 2023
2021Feb 24, 2022
2020Feb 25, 2021
2019Feb 26, 2020
2018Feb 28, 2019
2017Feb 28, 2018
2016Mar 3, 2017
2015Mar 3, 2016

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.