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.

Insurance Empowerment

with Fallbrook

Reliable Returns, Sustainable Solutions - Guiding Insurance Companies with Tax Credit Investments.

Investments for Insurance Companies

Fallbrook is a leading provider of tax credit investments for insurance companies. We offer a wide range of tax credit investments that help insurance companies meet their financial goals.

Our tax credit investments are designed to meet the needs of insurance companies of all sizes. We offer tax credit investments in various sectors, including affordable housing, renewable energy, and historic preservation, for state and federal tax credits.

Our tax credit investment opportunities are designed to provide insurance companies with a diversified portfolio of investments that can help them meet their risk and return objectives.

Advancement for Insurers

Affordable Housing

Investing in affordable housing projects can help to reduce homelessness and provide much-needed housing for low-income families.

Renewable Energy

Reduce reliance on fossil fuels and combat climate change by investing in renewable energy projects.

Historic Preservation

Investing in historic preservation projects can bring us closer to preserving culturally significant buildings that honor various heritages and create jobs in the construction and tourism industries.

The Benefits for Insurance Companies through Tax Credits and Fixed-Income Investments

MEETING ESG GOALS

ESG investments can help you meet your ESG goals by investing in projects that have a positive impact on the environment, society, or governance.

REDUCING YOUR TAX LIABILITY

Tax credits can reduce your insurance company's tax liability. This can provide liquidity that you can use to invest in other areas and improve stakeholder relationships.

GENERATING POSITIVE FINANCIAL RETURNS

Tax credit investments can generate positive financial returns for your insurance company. In fact, many have outperformed traditional investments.

PROVIDING DIVERSIFICATION

Investing in tax credits offers a strategic avenue for portfolio diversification, mitigating risk while potentially increasing returns.

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