Tax Credit Finance & Equity

CEI has particular expertise in assisting nonprofit developers to raise equity capital through the syndication of Low-Income Housing Tax Credits. CEI works with clients and investors to maximize the amount of equity raised while maximizing control over the development by the nonprofit sponsor and ensuring long-term affordability for the residents.

Syndication services include:

• initial feasibility analysis, including projection of equity that can be raised through different syndication models
• identification of potential investors
• preparation of financial projections for lenders and investors
• solicitation of investor proposals
• evaluation of investor proposals
• negotiation with investors
• structuring the syndication to maximize long term goals of the sponsor
• assistance with formation and operation of syndication partnership