WORKING WITH INVESTORS
Demanding investors recognize the impact of our tailored approach.
As tax credit professionals, we work to maximize the benefit of your investment. Consortium’s investor platform provides strategic advisory and due diligence services to help clients make informed decisions on acquiring and managing tax-advantaged investments. From historic rehabilitation, to NMTC, to low-income housing, to renewable energy, we you understand available tax credit structures, the potential returns on investment and the key market trends and issues necessary to accurately evaluate risk.
INVESTOR SERVICES
- Origination
- Third Party Coordination
- Closing Coordination
- Asset Management
ORIGINATION
Consortium works to establish relationships with key principles for prospective investment opportunities. We provide preliminary under-writing and reviews of new deals as well as thorough evaluations of term sheets and investment parameters.
THIRD PARTY COORDINATION
As a strategic partner we work to engage all necessary third party attorneys, underwriters, accountants and consultants to review and negotiate legal documents. We direct and manage underwriting process and conduct site visits. We asses project projections from third party accountants and coordinate with other third party consultants as necessary.
CLOSING COORDINATION
Strategic oversight, coordination and communication on all financial, legal, and tax issues bear as our firm’s foremost priorities during closing. From day to day preparation and management of the due diligence checklist to experienced guidance thorough the most complex legal structuring issues, we help clients efficiently close each tax-advantaged investment.
ASSET MANAGEMENT
After closing, Consortium will be there to assist should issues arise during the tax credit compliance period. We are able to manage construction review procedures, monthly, quarterly, and annual reporting requirements, and yield adjustment calculations. We also advise on exit strategies.
THAT MAKES FINANCIAL SENSE
Our team provides investors with customized tax credit investment opportunities. We are a great choice for investors seeking attractive risk-adjusted returns from a diversified pool of tax credit investments. Best of all, these investments provide clear benefits for our communities.