Fallbrook
Financial Services
The Industry LEader IN tax Credit Equity
and Debt Financing
Financial Solutions Tailored To You
Tax Credits
Tax credit specialists dedicated to reducing clients’ federal and
state tax liabilities
Capital Markets
Debt and Equity solutions for commercial real estate
Film Finance
A one-stop-shop for production companies and studios that want to maximize their tax credits
Multifamily Investments
Helping our corporate clients invest in affordable multifamily properties and manage existing assets
Energy Investments
An investment and advisory firm specializing in the development of renewable energy projects
Capital Securities
A FINRA broker-dealer focused on tax equity investments and middle market mergers and acquisitions
Who We Are
Knowledge, Capability, Collaboration, Relationships & ESG
We are nationally recognized Tax Credit Investment Specialists with
30+ years of Tax Equity investment experience. Fallbrook has
financed, structured, and monetized over 6 billion dollars of
federal and state tax credits.
Our Specialties
Bridge Financing
state and/or federal tax credit equity and to acquire or refinance
multi-family properties.
LIHTC Construction To Perm
affordable housing developers with the most efficient and
cost-effective financing for 4% LIHTC deals.
Investor Services
- Investment identification
- Investment underwriting and analysis
- Deal structuring
- Tax credit awardee due diligence
- Transaction negotiation and facilitation
Federal Tax Credit & Equity
State Tax Credit Monetization
with the best pricing and terms for their Historic, Solar, and
Low-Income Housing Tax Credits.
News & Blogs
THIS WEEK’S HIGHLIGHT
The Federal Reserve announced a 0.50 percentage point interest rate hike Tuesday, further increasing the costs of credit cards, auto financing, and variable-rate loans.
Rate increases aim to slow inflation, but they also boost the cost of borrowing. In the last year, interest rates have jumped by about 3% for credit cards and have nearly doubled for auto financing and adjustable-rate loans and mortgages. With Tuesday’s increase, those costs will rise slightly. Read Full Article.
Novogradac has resources available for members of the affordable housing community to better understand what to expect this year regarding 2023 income limits. Calculation of the 2023 income limits would typically include information collected in 2020 for the American Community Survey (ACS), but due to the pandemic, the Census Bureau did not release a one-year ACS for 2020. As a result, HUD has stated it will use 2021 ACS data for 2023 income limits, which will push the release of 2023 income limits back by six weeks from its customary April date to May 15.
- January 11, 2023 Read Full ArticleSource: Novogradac News
Ohio Governor Mike DeWine signed budget legislation containing two provisions that affordable housing advocates urged him to veto. One provision of H.B.45 prevents property owners from pairing federal LIHTCs with state HTCs for the preservation and rehabilitation of historic buildings; as enacted, the new law prevents future twinning of those incentives and applies to properties in development but not placed in service.
- January 06, 2023 Read Full Article Source: Novogradac News
HUD updated its map for qualified census tracts (QCTs) and difficult development areas (DDAs) to reflect areas that are effective Jan. 1, 2023. HUD published a notice in the Oct. 24 Federal Register establishing QCTs and DDAs. The 2023 QCTs and DDAs are effective for LIHTC allocations made after Dec. 31, 2022, or buildings placed in service after Dec. 31, 2022, if they are financed with tax-exempt bonds.
- December 8, 2022 Read Full Article Source: Novogradac News
The Alabama Housing Finance Authority (AHFA) announced it would stop taking applications for multifamily tax-exempt bonds until further notice after reaching its annual cap. Alabama has a bond cap of $138.6 million for 2022 and as of Nov. 30, the state issued $126 million in bonds, with four projects in the multifamily bond pipeline. Tax-exempt private activity bonds (PABs) are paired with 4% LIHTCs to finance affordable housing.
- December 19, 2022 Read Full ArticleSource: Novogradac News