Tax-Exempt & Taxable Debt & Bond Related Services

  • Structured Finance (taxable and tax-exempt bonds)
  • Fixed or Variable
  • Taxable and Tax-Exempt
  • Public or Private Placement
  • Negotiated or Competitive
  • Rated or Unrated
  • New Construction or Rehab
  • Permanent, Refinance and Defeasance
  • Forward Commitment
  • Construction Draw Down Structures
  • Bank Debt and Bank Qualified Bonds
  • Community Reinvestment Act (CRA) Influenced
  • Indebtedness to Accommodate LIHTC, Historic, NMTC, and Public/Private Partnership Transactions (we consult only the private side)
  • Fannie Mae & Freddie Mac
  • HUD/FHA 202, 236, 221(d)4, 223(a)7, 223(f), OHMAR, Mark to Market (M2M) & Recap
  • Soft Debt
  • Mixed Use and/or Mixed Income
  • CMBS Execution
  • Insurance Company Offerings

  Do you Understand:

  • If your project is right for an attractive structured financing (bond) solution?

                 Or Even ...

  • If you are getting a debt solution that is right for your objectives?
  • Do you know how to compare your "apples to oranges" or "apples to vegetables" debt alternatives?
  • The products available to you?
  • The industry players you should talk to?
  • The differences between cost and the ramifications of your financing's future flexibility - and when you should compromise one for the other?
  • The requirements your equity partner may impose on the types of debt you use?
  • What, in your circumstances, are reasonable covenants and pricing to agree to?
  • Under what circumstances should guarantees be made; for how much; and when and how should the guarantees reduce or go away?
  • Non-recourse indebtedness (and shades in-between)?
  • Hard vs. mezzanine vs. participating debt?
  • The financial vs. tax meaning of capitalized interest?
  • How to maximize debt costs into eligible basis?
  • What the words, "issuing authority," "inducement," "public hearing," "referendum period," "TEFRA hearing," and "authorization" mean? 

These questions represent but a tip of the iceberg. And you may be very good and know all the answers. But other experienced eyes are often a welcome companion....

 

we of course suggest you call us.

  You may also be interested in our: 

The theme colors of Roberts Consulting are varying shades of grey. This is because, except for our logo, rarely are things financial, simply black and white

Progress always involves risks. You can't steal second base and keep your foot on first.

Please Note: We want to remind our prospective clients that past successful performance is no guarantee as to our ability to achieve future successful performance. 

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© Roberts Consulting, LLC 2017