Tax Credit Syndication
Consultants
A client-focused approach to tax credit syndication
Brian Wishneff & Associates understands the importance of selecting the right tax credit investor for your historic rehabilitation project. Given that investors are partners, we believe that, while developers certainly want to maximize their returns, they also want to find a partner they can trust. BW&A, a tax credit consulting and syndication firm founded in 1995, is just such a partner. We believe that strong, positive relationships are imperative given the niche industry that is the tax credit investment marketplace. We approach each investment as if we are not only forming a strong partnership for the current project but for future projects as well. We recognize the need for a smooth and efficient closing process that minimizes transaction costs while maximizing net benefit to your project.
BW&A is also a developer of tax credit projects, which uniquely positions us to truly appreciate the considerations of the developer in identifying, selecting and closing with a tax credit investor, and we often use this perspective when serving as syndicator in other tax credit projects. BW&A prides itself on the client-focused approach we take to syndication, which we believe leads many of our development partners to become repeat clients. We know that a one-size-fits-all solution doesn’t apply to tax credit syndication and so we remain flexible in our approach to our work. Starting with open negotiation around a clear, straightforward term sheet, we identify exactly how our investment will impact the project, and make clear the expectations of the developer once the closing process has started. BW&A’s work with projects of all sizes, uses, and geographies is made possible because we represent a wide array of investors with different appetites for tax credit investments, which range from individuals to financial services firms to corporations.
In business since 1995, BW&A remains at the forefront of the industry and is aware of all ongoing IRS regulations and structuring concerns. We ensure that all of our investments, no matter the size, are structured in a way that complies with all federal and state requirements, and further ensure that all projects remain in compliance for the length of the recapture period. BW&A is actively interested in hearing about new investment opportunities and finding a way in which we might be able to work together.
