Tax Credit
Investor Services
Sourcing the best tax credit investment opportunities to meet your needs
Brian Wishneff & Associates finds and invests in projects throughout the U.S. that are generating federal and state tax credits on behalf of our investors, who in turn contribute equity into such projects in exchange for tax credits. This process is called “syndication” or “syndicating” a tax credit. Investors can be a wide range of individuals or corporations, and so if you are or represent a potential tax credit investor and have general questions about any state or federal tax credit programs, we would be happy to provide guidance on how each of these programs work.
We are involved in projects generating tax credits of all kinds. We also are involved in State tax credit projects in almost every State in which they are offered (e.g., state historic, state new markets, green waste disposal, media filming, etc.) Following an initial consultation with a potential investor to determine their profile, we help them establish parameters around their appetite for credits, expected pricing, typical deal terms, and project preference. With this information, BW&A will then identify, assess, and present tax credit investment opportunities that fit within an investor’s criteria.
BW&A services related to tax credit investments include:
- Deal Origination and Feasibility Analysis
- Transaction Structuring in concert with third party legal counsel
- Due Diligence Collection and Underwriting
- Management of Closing and Funding
- Ongoing Asset Management throughout the life of the investment and delivery of necessary reporting requirements
In addition to an attractive return on investment, tax credits also provide:
- If desired, the opportunity to receive recognition for helping to make high profile redevelopment projects a reality
- An opportunity to support the public policy behind these programs such as historic preservation and job creation in low-income communities
- Potential CRA credit for financial institutions
If you or your company has a tax obligation that needs offsetting through the use of tax credits, please contact us to discuss whether we may have a project that meets your needs. Given the number of projects with which we are working and their diverse types, sizes, and locations, we may be able to identify an appropriate investment opportunity that matches your criteria. With an extensive history of working with many different types of tax credit investors, we can structure a transaction so that it achieves the goals of both the investor and the project sponsor.