What We Do
We Drive Strategic, Impactful Investments
With disciplined processes, seasoned leadership, and mission-driven focus, we deliver measurable impact and reliable returns.
- Partner Strategically. We collaborate with developers, investors, and community leaders to bring capital to impactful preservation, community development, and renewable energy projects nationwide.
- Think Long-Term. We structure impactful investments that deliver sustained value to help communities thrive, and provide quality risk-adjusted returns to our investors over time.
- Focus on Need. We prioritize underserved places and people, directing capital where it creates the greatest social and economic benefit.
Investment Leadership Team
Our Full Lifecycle of Support
Our comprehensive approach ensures we partner with our clients at every stage, from origination through compliance supervision, providing expert guidance and support to achieve lasting impact and successful outcomes.
Origination
We identify high-quality projects and cultivate strong sponsor relationships for reliable investment opportunities. We assess project readiness and risk, ensuring deals meet investment and impact criteria.
Underwriting & Closing
We structure deals with rigor and transparency, ensuring integrity, compliance, and investor confidence. Every project is internally reviewed and approved by our Board’s investment committee, which is comprised of a diverse mix of investment professionals, preservationists, and community representatives.
Asset Management
We oversee investments through proactive oversight, performance reporting, and adaptive strategies for long-term value creation. As the liaison between the investment partner and the development team, we oversee each investment through its entire lifecycle.
Fund Management
We serve as the managing member of impact investment funds that aggregate multiple investments, coordinating quarterly and annual tax and accounting reporting, and monitoring fund performance.
Compliance Supervision & Exit
We focus on eligibility and compliance with the tax credit requirements. We interface with state and federal regulators on a regular basis, and through our management team’s leadership roles across the tax credit industry, we continually refine our expertise.
Resources That Support Purpose-Driven Projects
Insights & Impact
Tax Credit Resources, Links & Helpful Tips
Comprehensive guidance curated for first-time preservationists and smaller projects, covering both Historic and New Markets Tax Credits.
Frequently Asked Questions about Tax Credits and NMTC Structures
A detailed FAQ covering key questions about HTC and NMTC structures, eligibility, and syndication processes.
How to Take Action for the Historic Tax Credit Growth & Opportunity Act (HTC-GO)
How to Take Action for the Historic Tax Credit Growth & Opportunity Act (HTC-GO)
Main Street Webinar 2: How to Use Tax Credits in Your Main Street
Webinar recording and recap explaining how tax credits support historic preservation.
Tax Credit Resources, Links & Helpful Tips
Comprehensive guidance curated for first-time preservationists and smaller projects, covering both Historic and New Markets Tax Credits.
Frequently Asked Questions about Tax Credits and NMTC Structures
A detailed FAQ covering key questions about HTC and NMTC structures, eligibility, and syndication processes.
How to Take Action for the Historic Tax Credit Growth & Opportunity Act (HTC-GO)
How to Take Action for the Historic Tax Credit Growth & Opportunity Act (HTC-GO)
Main Street Webinar 2: How to Use Tax Credits in Your Main Street
Webinar recording and recap explaining how tax credits support historic preservation.
Ready to Get Started? Talk With Us Today.
We’re here to help you explore opportunities, answer questions, and move your project forward. Connect with our team and let’s make progress together.
