Our Services

Using our expertise in the New Markets Tax Credit (NMTC) program, we assist Community Development Entities (CDEs) and nonprofit developers to leverage NMTCs to increase access to for-sale affordable housing and community facilities that improve and stabilize low-income communities and provide opportunities for low-income people.

Since 2008, we have structured and facilitated 79 NMTC transactions for 179 projects across 33 states and the District of Columbia to deploy more than $900 million in New Markets Tax Credits and other financing tools.

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We’d love to discuss how you can use the NMTC program to further serve your community and your constituents.

QALICB/Developer Services

We collaborate directly with nonprofit developers and organizations to transform neighborhoods and the lives of their residents.

  • Source CDEs with allocation
  • Structure the transaction
  • Manage the closings for maximum efficiencies
  • Assist with reporting to the CDEs and investors
  • Support organizations throughout the entire seven-year compliance period
  • Guarantee the recapture risk for nonprofit developers

CDE Services

We partner with nonprofit CDEs focused solely on affordable for-sale housing projects.

  • Develop strategy for and write NMTC applications
  • Assist CDEs in building an NMTC program
  • Manage all closings
  • Source investors
  • Structure transactions
  • Guarantee the recapture risk for the CDE
  • Manage all CDE accounting, compliance, and reporting
  • Support nonprofit developers through the seven-year compliance period