Strategic Development Solutions

NMTC SERVICES: Structuring and Deploying Allocation


NMTC FUNDING

Current market conditions have added significant challenges to structuring and closing real estate transactions. SDS's experienced team of financial analysts are able to provide expert assistance to developers, businesses and New Markets Tax Credit (NMTC) Allocatees with structuring transactions, securing additional NMTC allocation, and in closing transactions.

NMTC DEVELOPMENT TYPES
  • New Construction
  • Adaptive Reuse
  • Sustainable Development
  • Brownfield Redevelopment
  • Historic Redevelopment
  • Master Planned Communities

As a three-time New Markets Tax Credit allocatee, SDS has experience with a broad range of projects:

 
  • Charter Schools
  • Retail
  • Industrial Parks
  • Social Service Centers
  • For-Sale Low-Income Housing
  • Museums
  • Hospitals
  • Homeless Centers
  • College-Level Institutions
  • Nonprofit Headquarters
  • Hotels
  • Office Space
 

SDS customizes services to meet specific project and client needs.

NMTC TRANSACTION SERVICES

ASSISTANCE FOR DEVELOPERS, BUSINESSES AND NMTC ALLOCATEES:

• Pipeline Development Identify strategies for developing a strong pipeline of NMTC-viable projects
• Project Feasibility Review current financial model and identify potential project hurdles
• Sustainability Recommendations Assess environmental components, assist with incorporating sustainable development and operational procedures
• Project Financing Develop a strategic positioning and project marketing plan for tax credit investors and/or prospective debt providers
• Upfront Risk Mitigation Address structural risks that would impede a NMTC transaction closing or hinder ongoing compliance
• Allocatee/Investor Sourcing Secure NMTC allocatees, investors, and leveraged funding as well as negotiate related terms and conditions
• Project Closing Represent the project developer/sponsor or Allocatee in the coordination and closing process
• Impact Reporting Assess and report on the quantitative and qualitative project characteristics across economic, fiscal, social and community, and environmental categories.

CONTACT:KYLE WALTON

(310) 914-3304 or kw@sdsgroup.com