Course Description

Are you seeking to adopt or update your program’s affordable pricing methodology or resale formula? Are you trying to understand why units in your portfolio are losing (or gaining) affordability at resale? Do you want to improve your understanding of your resale formula in order to communicate more clearly with homeowners, partners or other stakeholders? Register for this course to learn about affordable pricing methodologies and resale formula options, which work hand-in-hand to ensure that shared equity homes are truly affordable for generations. This course will offer hands-on exercises to help participants understand the importance of a thoughtful affordable pricing policy and the pros and cons of common resale formula types.

After taking this course, you will able to identify key considerations for setting an initial affordable price; identify the pros and cons of the three main resale formula types; and articulate the basic steps for modeling and selecting a resale formula based on your program’s goals.

Course Format & Details

This is a live online course that meets for six hours total over two days. Participants build skills through expert instruction, group discussions, and reflective activities.

Each participant who scores 80% of higher on the 10-question quiz following the course will earn a certificate of completion.

In addition, all course participants will get access to the following resources:

Course Recordings (for 60 days)
Knowledge Quiz (for 60 days)
PowerPoint Slides
Course Directory

Suggested Audience

This is an intermediate-level course best for individuals who are implementing or actively designing a shared equity homeownership program. An understanding of subsidy retention (or shared equity homeownership) and basic lending principles is essential for success in this course.

Pricing & Discounts

The cost for this course is $299.

The following discounts are available:

Membership Discount: Members automatically receive a 35% discount when registering. Once logged in, members will automatically see member pricing reflected on this platform. If you are a member, are logged in, and do not see your member price when registering, please email learning@groundedsolutions.org.

Need-Based Scholarships for Members: We offer a limited number of scholarships to Grounded Solutions Network members for each course. The scholarship application for this course will open on Tuesday, September 15th, 2026.

Instructor

Julie Brunner has worked as a Housing Consultant specializing in Community Land Trusts while also serving as the Housing Director for OPAL Community Land Trust on Orcas Island, Washington since 2002. In her capacity as a Consultant, Julie’s work has focused on community land trusts and homeownership both regionally and nationally and includes housing and community needs assessments, organizational and board development, program design, project feasibility, project work-outs and project implementation. Julie works regularly with Grounded Solutions Network as both a technical assistance provider and faculty member. As OPAL’s Housing Director, Julie has worked on multiple housing development projects creating permanently affordable owner-occupied housing as well as rental units. She is responsible for policy development and lender relations, and she also works one-on- one with OPAL homebuyers to navigate the homebuying process. Prior to moving to Orcas Island, Julie served as the Director of Human and Economic Development for Athens-Clarke County in Georgia and as the Housing Director for a rural housing non-profit in West Virginia. Julie has a Master of City and Regional Planning from Rutgers University and a B.A. in International Studies and Economics from Virginia Tech. She lives with her husband and kids on Orcas Island.

About the training

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