Citizen & Company
 
Ventures
 

Advisory Services for Complex Tax Credit &Real Estate Asset Based Financing

Due to the increasing diversity of real estate financing strategies, we have become active in providing financial advisory services for complex real estate asset financings, including various federal and state tax credit programs.

As a result of the different roles we have played in complex transactions, we are ahead of the curve in understanding a multitude of tax credit programs, financing structures, sponsor and investor goals, market concerns and programmatic regulations.

Services

  • Evaluate and perform financial modeling and structures for complex financings and tax credit transactions and underlying businesses
  • Advise owners on action plans and business summary packages to engage with tax credit and capital markets
  • Example Transactions
    • $100 Million New Jersey Urban Transit Hub Tax Credit and New Market Tax Credit transaction for mixed- use real estate development
    • $8 Million New Market Tax Credit transaction for office building development with non-profit sponsor
    • $22 Million Historic Tax Credit and New Market Tax Credit transaction for hotel development
    • $10 million New Market Tax Credit transaction for 3 MW solar installation
 
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