Tax Credit & Other Equity Related Services
- Privately Sourced
- Institutional / Syndicated &
- Tax Credit Equity
Do you understand:
- If you are negotiating a fair partnership and knowing it's a good deal for you?
- Under what circumstances should guarantees be made to your equity partners; for how much; and when and how should the guarantees reduce or go away?
- Non-recourse indebtedness?
- When are deferred developer fees allowed in basis?
- Your ability to specially allocate profits and losses or cash flows amongst partners and the meaning of Substantial Economic Effect (SEE)?
- How to calculate the Internal Rate of Return (IRR) of an equity investment?
- The meaning of minimum gain?
- Is an alternative cash on cash, IRR and/or an investment multiple structure better for you?
- When are reserves used and what triggers can be used to allow for their release?
You may know all the answers. But other experienced eyes are often a welcome companion....
So we of course suggest you call us.
You may also be interested in our:
Selected Engagements
Engaged by a Florida Based developer in connection with a $35,300,000, 228-unit, 740 beds, state of the art student housing development that was located less than a 15-minute walk from the center of the University of Kentucky's main campus. Deal included aid in sourcing and negotiating partnership equity and construction/ mini perm debt. Deal also incidentally included the incorporation of a floating to fixed interest rate swap.
Financial Advisor to Georgia developer in the $34,400,000 acquisition/rehab of a 307 unit, seniors, Section 8 development in New Orleans, LA. We assisted in structuring/modeling and filing the application for the 9% tax credits, identifying and negotiating the deal with the equity partner and the construction to takeout perm mortgage financing via Fannie Mae. We helped negotiate rent increases with HUD and the obtaining a "soft" HUD comfort letter that a 15-year, project-based Section 8 contract renewal would commence 3 years after finance closing (the year the existing Section 8 contract expired).
Developer's Financial Advisor for a Covington, GA $20,500,000, 220 unit out of the ground apartments transaction. Structured, identified and negotiated Section 42 low income housing tax credits, and a 30-year, Freddie Mac forward, swap to fix rate, variable tax-exempt bond execution. Engagement included competitive bidding of the investment of bond proceeds.
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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