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.

Bridging Dreams

by Empowering Borrowers

Nurturing financial futures with customized debt financing and groundbreaking tax credit solutions to empower borrowers.

Debt Capital for Borrowers

We are a trusted partner for tax credit developers, offering innovative financing solutions that cater specifically to the unique needs of tax credit projects. With our deep network of capital partners and a commitment to creating products that solve your financing needs, we are dedicated to helping you achieve success in your tax credit endeavors.

Strategically elevate low-income housing tax credit projects, ensuring financial optimization for impactful and sustainable affordable housing solutions.

Propel sustainability initiatives through flexible financing solutions tailored for your renewable energy projects, contributing to a greener future.

Custom Tailored Programs to fuel the financial needs and aspirations of the entertainment industry, ensuring a successful journey from concept to screen.

Amplify your projects and optimize financial benefits with comprehensive solutions, ensuring your tax credits work seamlessly to enhance project success.

Why Fallbrook?

Customized Financing Approaches

We take a customized and innovative approach to financing tax credit projects. We understand that each tax credit project has its own set of requirements and challenges. Our team of experts works closely with you to develop financing solutions tailored to your specific project needs. By leveraging our expertise and creative thinking, we can structure financing options that align with your goals and optimize the financial potential of your tax credit investments.

Deep Network of Capital Partners

We have cultivated a deep network of capital partners who share our commitment to supporting tax credit developers. This network gives us a unique advantage in creating financial products that address your specific needs. We have established relationships with banks, private investors, and other financial institutions that understand the value and potential of tax credit projects. These partnerships enable us to offer you a wide range of financing options and access to capital that can help fuel the success of your tax credit developments.

Product Innovation

We pride ourselves on our ability to innovate and create financial products that solve the needs of tax credit developers. Our team continuously explores new strategies and approaches to financing, while keeping up with industry trends and regulatory changes. By staying ahead of the curve, we can offer you innovative financing solutions that maximize the benefits of your tax credit projects. We are committed to exploring new opportunities, leveraging emerging financing models, and providing cutting-edge products to support your tax credit development goals.

Comprehensive Financing Portfolio

Fallbrook Financial Services offers a comprehensive portfolio of financing options to meet the diverse needs of tax credit developers. Whether you require tax credit project financing, bridge financing, mezzanine financing, or other specialized financing solutions, we have the expertise and resources to assist you. Our goal is to provide you with a range of options tailored to your specific requirements, ensuring that you have access to the financing that best suits your tax credit project's goals and timeline.

Contact Fallbrook

for expert guidance and support

Our Team

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