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

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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