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Assisting Banks with Tax Credits.

Why Choose Fallbrookfor Tax Credit Investments?

Expertise in Tax Credit Programs

With years of experience in finance and tax credits, our team of seasoned professionals stay updated with the latest news and industry trends, ensuring that we can guide you through the complexities of tax credit investments and help you make informed decisions.

Risk Mitigation and Due Diligence

We understand that risk mitigation is a top priority for banks. That’s why we conduct rigorous due diligence on each tax credit investment opportunity we present. Our team thoroughly analyzes the underlying projects, evaluates their financial viability, and assesses potential risks to ensure that you can make well-informed investment decisions.

Financial Returns and Community Impact

Invest in tax credit programs for attractive financial returns while generating positive social and economic impact. Support initiatives like affordable housing, historic preservation, and renewable energy to create a meaningful difference while aligning your investment and financial goals with community development.

Focused Tax Credit Investments

Explore diverse tax credit investments at Fallbrook, crafted to meet ESG considerations and/or CRA (Community Reinvestment Act) objectives. From affordable housing to wind farms, our programs empower responsible investors to support projects promoting environmental sustainability and improve living standards.

CRA Compliance

Compliance with the Community Reinvestment Act is a key priority for banks. We understand the importance of meeting CRA obligations while driving positive change in the communities you serve. Many of our tax credit investment opportunities are structured to support CRA requirements, enabling you to fulfill your community development obligations effectively.

Dedicated Client Support

Fallbrook is committed to providing excellent client support throughout the entire investment process. Our team of professionals is available to answer your questions, address your concerns, and provide ongoing updates on your tax credit investments. We value the relationships we build with our clients and strive to exceed your expectations.

Contact Fallbrook

for expert guidance and support

    Our Team

    CRAIG SHEFTELL
    Principal

    Craig has helped clients invest over two billion dollars of tax credit equity investments since 1987.

    CSheftell@FallbrookFinance.com
    JOSH LEDERER
    Chief Revenue Officer, Senior Managing Director - Tax Credit Group

    Josh has structured and monetized over one billion dollars of state and federal tax credit investments over the last twenty years.

    JLederer@FallbrookFinance.com
    CHRISTIAN ALBACARYS
    Senior Managing Director - Capital Markets Group

    Christian is a tenured tax credit specialist with over a decade of experience. He has been instrumental in financing over $1 billion in multifamily housing.

    CAlbacarys@FallbrookFinance.com
    ROSE H. EATON
    Chief Credit Officer, Managing Director - Funds Management

    Rose has over 28 years of experience and has been responsible for due diligence, development, acquisition, credit analysis, and management.

    REaton@FallbrookFinance.com

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