Exploring Mergers/Asset Transfers in the Non-Profit Housing Sector

As a companion to the Expiring Operating Agreements - Planning Guide, the purpose of this study identifies models of mergers in the non-profit housing sector, and share findings with organizations interested in exploring a merger. A merger (also known as “asset transfer”) is a process where assets are legally transferred from one owner to another. This process typically involves one society acquiring the assets, debts, liabilities and contracts of another society. In the non-profit housing sector, this includes transferring portfolios, operating agreements and contracts.