Financial Solutions Tailored To You

Financial Solution Tax Credit

Tax Credits

Tax credit specialists dedicated to reducing clients’ federal and
state tax liabilities

Financial Solution Capital Markets

Capital Markets

Debt and Equity solutions for commercial real estate

Financial Solution Multifamily Investments

Multifamily Investments

Helping our corporate clients invest in affordable multifamily properties and manage existing assets

Financial Solution Film Finance

Film Finance

Fallbrook Film Finance
provides a one-stop-shop for production companies and studios that want to maximize their tax credits

Financial Solution Energy Investments

Energy Investments

An investment and advisory firm specializing in the development of renewable energy projects

Financial Solution Capital Securities

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 Specialist with
30+ years of Tax Equity investment experience. Fallbrook has
financed, structured, and monetized over 5 billion dollars of
federal and state tax credits.

Who We Are

Our Specialties

Our specialties Bridge Financing

Bridge Financing

Our Bridge Financing Program can be used to pre-fund ensuing
state and/or federal tax credit equity and to acquire or refinance
multi-family properties.
Our specialties LIHTC Construction To Perm

LIHTC Construction To Perm

Fallbrook’s construction to permanant loan program provides
affordable housing developers with the most efficient and
cost-effective financing for 4% LIHTC deals.
Our specialties Investor Services

Investor Services

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

Our specialties Federal Tax Credit

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, Solar, and
Low-Income Housing Tax Credits.

Maximize Your Tax Credits

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News & Blogs

On October 7, 2022, the Internal Revenue Service (IRS) released final and temporary regulations for the average
income test (AIT). The new rules contain vitally necessary improvements to the administration of the newest low-
income housing tax credit (LIHTC) minimum set-aside. Learn more.

November 18, 2022

White House Updates Progress on Housing Supply Action Plan

In addition to the Average Income Test regulations and the placed-in-service deadline extensions, the White House also announced, “Reforming and streamlining a financing program at Fannie Mae and Freddie Mac” and “continuing to promote more housing options near transit and other modes of transportation.” – October 12, 2022
Read Full Article
Source: National Housing & Rehabilitation Association
November 18, 2022

IRS Extends Placed-in-Service, Other LIHTC Deadlines

The IRS issued Notice 2022-52 , which extends placed-in-service (PIS) deadlines by one year for allocations starting in 2019. The notice also extends the ability for housing finance agencies (HFAs) to waive compliance monitoring for physical inspections.
– October 12, 2022
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Source: National Housing & Rehabilitation Association
November 18, 2022

CDFI Fund Report: Nearly $60 Billion in NMTC Investments Through FY 2020

Nearly $60 billion in new markets tax credit (NMTC) investments were made through fiscal year 2020 (FY 2020). The summary reported that $59.2 billion in NMTC investments were made from 2003 through 2020, including $2 billion in qualified equity investments by community development entities (CDEs).
– October 13, 2022
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November 17, 2022

Record Increase in 2023 for 9% LIHTC Per-Capita Multiplier; PABs, Small-State Minimums Also Jump

The per-capita multiplier for 9% LIHTCs will increase by $0.15 to $2.75 for 2023, based on Revenue Procedure 2022-38. Along with this increase, the small-state minimum will jump to $3,185,000, the private activity bond (PAB) multiplier will increase to $120 and the small-state minimum for PAB cap will be $358,845,000.
– October 18, 2022
Read Full Article
Source: Novogradac News