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About Us

Knowledge, Capability, Collaboration, Relationships & ESG

Fallbrook unites a suite of specialized financial entities, each dedicated to excellence in its domain. Our integrated financial solutions span investment, capital services, tax credits, and consulting, making us a trusted ally for our diverse clientele. With over30 yearsof experience, we're committed to harnessing financial tools to empower communities and businesses.

Our Specialties

Our specialties embody precision and innovation, ensuring optimal solutions for your unique needs. Elevate your financial strategy with us.

Bridge Financing

Our Bridge Financing Program can be used to pre-fund ensuring state and/or federal tax credit equity and to acquire or refinance multi-family properties.

Low-Income Housing Tax Credit Construction To Perm

Expertise in structuring and providing Tax Credit Awardees with the best pricing and terms for their Historic, Renewable Energy, and Low-Income Housing Tax Credits.

Federal Tax Credit & Equity State Tax Credit Monetization

Expertise in structuring and providing Tax Credit Awardees with the best pricing and terms for their Historic, Renewable Energy, and Low-Income Housing Tax Credits.

Investor Services

  • Investment identification
  • Investment underwriting and analysis
  • Deal structuring
  • Tax credit awardee due diligence
  • Transaction negotiation and facilitation

Our Clients

Our Mission is to create a positive impact in the communities we serve by Collaborating with our clients to build brighter futures.

Corporations

ESG Solutions that maximize your tax benefits and generate positive financial returns.

Banks

CRA strategies and asset management for community development investments.

Film Producers

Tax Credit Services for Film/Entertainment Companies.
Developers

A tax credit marketplace for sellers and buyers.
Insurance Companies

Socially responsible equity and fixed-income investments.

Borrowers

Debt Financing Solutions.

Investment Types

Our investment Capabilities encompass a diverse range of investment types, which enables us to drive positive impact across multiple sectors that need investments.

  1. 1Federal Tax Credits
    2.
  2. 2State Tax Credits
    3.
  3. 3Affordable Housing
    4.
  4. 4Historic Rehabilitation
    5.
  5. 5Renewable Energy
    6.
  6. 6Film & Production
    7.
  7. 7ESG
    8.

How Tax Credits Work

Tax credits are a powerful mechanism, offering a dollar-for-dollar reduction in tax liability in exchange for investment in community-benefiting projects.

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    From Coast to Coast: Unveiling the Diverse Impact of LIHTCs

    The affordable housing landscape in the United States is a patchwork quilt stitched together with diverse needs and challenges Low-Income Housing Tax Credits LIHTCs act as...

    From Farm to Fuel: How Cow and Chicken Digesters Generate Green Energy

    Innovative solutions are emerging from unexpected corners in the face of climate change and rising energy costs One such revolution is brewing right under our noses...

    Rooted in Opportunity: How LIHTCs Cultivate Vibrant Neighborhoods

    The narrative of Low-Income Housing Tax Credits LIHTCs goes beyond mere bricks and mortar Whileensuring safe and affordable housing remains their core purpose these projects hold...

    Why Evaluating Tax Credit Purchases is More Important Than Ever

    In the labyrinthine world of finance where every cent counts identifying avenues for tax optimization is paramount Among the array of tools at our disposal tax...

    Humanizing the Impact: Real Stories of Hope and Resilience in Affordable Housing

    Humanizing the Bricks LIHTC s Transformative Impact on Lives and CommunitiesThe exterior walls of affordable housing paint an incomplete picture Beyond statistics the Low-IncomeHousing Tax Credit...

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