What is a tax credit transfer?

A tax credit transfer is the sale of federal or state tax credits from the entity that earned them (such as a renewable energy developer or affordable housing project) to a third-party buyer who can use them to offset their own tax liability. The Inflation Reduction Act expanded transferability for many federal energy credits, and a number of states allow transfer of state credits as well.

What types of tax credits does Fallbrook handle?

Fallbrook handles federal and state tax credit transactions including renewable energy Investment Tax Credits (ITC) and Production Tax Credits (PTC), Low-Income Housing Tax Credits (LIHTC), Historic Rehabilitation Tax Credits, and film production tax credits across all 50 states.

Who buys tax credits?

Tax credit buyers are typically corporations, banks, and insurance companies with significant federal or state tax liability. They purchase credits at a discount to face value to reduce their effective tax burden while supporting renewable energy, affordable housing, historic preservation, or film production projects.

How long has Fallbrook been in business?

Fallbrook Financial Services Company has been operating since 1986, with over $6 billion in tax equity investments facilitated to date. The firm is headquartered in Calabasas, California.

What is the difference between a federal and state tax credit?

Federal tax credits offset federal income tax liability and are governed by the Internal Revenue Code. State tax credits offset state tax liability and vary widely by jurisdiction in terms of eligibility, transferability, and pricing. Many projects qualify for both federal and state credits stacked together.

Welcome to Fallbrook

Over $6 Billion of Tax Equity

Investments Since 1986

Your Trusted Partner in Tailored Tax Credits and Next-Level Financing Solutions.

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Maximizing Value

with State Tax Credits

State tax credits offer a range of incentives for businesses and investors. Fallbrook's expertise extends across the nation, helping you navigate and capitalize on state-specific tax credit programs.

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Investing in the Future with

Renewable Energy Tax Credits

Renewable energy tax credits are key to a sustainable future. Fallbrook empowers
your investments in clean energy, offering both environmental and financial returns.

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Film, Production &

Entertainment Financing

Empower your entertainment ventures with Fallbrook's tailored financing solutions. Dive into a world where strategic investments meet the magic of film and production, amplified by our expertise in leveraging tax credits.

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Affordable Housing Solutions

by Fallbrook

With a deep-rooted commitment to social responsibility, Fallbrook has been at the forefront of financing developments that not only provide homes but also hope and opportunity to underserved populations.

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Preserving the Past with

Historic Rehabilitation Credits

Turn revitalizing historic structures into an investment, weaving economic and environmental benefits into our collective history.

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Committing to a Sustainable Future

with ESG Initiatives

Fallbrook emphasizes the ESG (Environmental, Social, and Governance) principles in its investment strategies, aligning financial success with a commitment to a sustainable and equitable future.

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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.

• Compare dozens of domestic and international incentive programs in SECONDS.
• Get CLEAR AND ACCURATE answers to all your incentive questions.
• Browse thousands of pages of tax credit materials all in ONE PLACE.
• Visit the user Discussion Forum to see what others LIKE YOU are saying.

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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.

1Federal Tax Credits

2State Tax Credits

3Affordable Housing

4Historic Rehabilitation

5Renewable Energy

6Film & Production

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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