With more than 15 years of federal and state tax credit syndications experience, our team delivers expert advice and flexibility to meet an investor’s tax credit needs. We pair qualified investors seeking after-tax returns with customized tax credit portfolios. We originate and manage investment funds on behalf of investors and bring a proven history of strong performance and well-controlled risks. To date, we have raised over $17 billion in tax equity from more than 100 investors.
Customized tax credit portfolios help investors make an impact.
Our deep knowledge and experience in federal and state tax equity markets allows us to innovate and support investors, including those new to this space. We have expertise across the spectrum of available tax credits.
Low Income Housing Tax Credits
LIHTC funds help investors meet financial goals while providing homes to those in need. LIHTC funds can be tailored to an investor’s needs regarding value and location. They can also be aligned to the investor’s environmental, social and governance (ESG), CRA and social impact goals.
New Markets Tax Credits
NMTC funds allow investors to make a positive impact in low- to moderate-income communities and underserved areas. Equity investments can be paired with tax credit portfolios for projects that deliver job growth, business growth, and access to better health, education and support services.
Renewable Energy Tax Credits
RETC funds give investors opportunities to support environmental initiatives. RETC funds can be structured as traditional tax equity partnerships or transfers under Section 6418 of the Inflation Reduction Act.
State Tax Credits
As a leading national state tax credit buyer, we offer state tax credits to individuals and corporate taxpayers. We’ll work with you to tailor your investment by dollar amount, tax type, tax year to be delivered, and by single-year or multiple-year streams.
Why tax credit investors choose us.
Investors recognize that we have the tools, technology and people necessary to make a genuine, positive impact in communities.
Syndications platform
Our syndications platform is among the largest in the nation.
Relationship focus
We take pride in developing long-term relationships with investors.
Stability
We have a proven history of performing strongly and controlling risk.
Commitment
Our work is deeply rooted in the belief that all communities should have equitable access to capital.
FAQ about our tax credit syndication capabilities
We are among the largest tax credit syndicators in the nation, offering federal Low Income Housing Tax Credit, New Markets Tax Credit and Renewable Energy Tax Credit funds. We can also offer stand-alone state tax credit funds and sell various transferable state tax credits in multiple states. Where available, we can combine fund offerings to include multiple types of federal tax credits and state tax credits.
Our diversified, low-risk pool of tax credit investments can be tailored by asset or project type, dollar amount, geographic location and social impact goals among other factors to meet specified needs and help mitigate risk. We offer a first loss guaranty from U.S. Bank, NA on our syndicated funds, including non-delivery and recapture of tax credits, depending on credit type and investment portfolio.
See how tax equity investing is making a difference.
Impact Finance furthers renewable energy efforts through tax credit transfers.
Our syndications and environmental finance teams closed 10 transfer deals in 2023, helping clients reduce tax liabilities while driving progress toward more renewable energy.
U.S. Bancorp Impact Finance and Walmart invest in seven community solar projects.
The large tax equity investment will help about 5,000 households, businesses and nonprofits in Illinois and New York save as much as 20% to 50% on electricity costs.
Starbucks and Cypress Creek Solar Farms team up to power 360 stores in Texas.
Starbucks Coffee Company, Cypress Creek Renewables and U.S. Bank teamed up on a portfolio of solar farms across Texas. The farms provide enough energy to power 360 Starbucks stores.
Discuss syndications with our team.
Contact our dedicated team to discover how we can help you pursue tax credit investment opportunities that meet your social, environmental and financial goals.
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Equal Housing Lender