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.

Transforming Corporations

with Fallbrook

Driving Change and Positive Financial Returns Through Tax Credit Investments.

ESG Investments for Corporations

Fallbrook is a leading provider of ESG investments for corporations. We offer a wide range of tax credit investments that can help you meet your ESG goals and generate positive financial returns.

Our tax credit investments are designed to meet the needs of corporations of all sizes. We offer investments in a variety of sectors, including affordable housing, renewable energy, and historic preservation. We also offer investments in both state and federal tax credits.

Driving Corporate ESG Goals

Affordable housing

Fallbrook works with developers to reach their goals with their affordable housing projects, which can help reduce homelessness and provide much-needed housing for low-income families.

Renewable energy

Creating a greener planet is possible with renewable energy projects. These projects can help reduce reliance on fossil fuels and combat climate change.

Historic preservation

Fallbrook can help corporations invest in historic preservation projects. These projects can help to preserve our cultural heritage and create jobs in the construction and tourism industries.

Film & Production

Partner with Fallbrook to invest in film & production tax credit projects, driving economic stimulation in your community. By attracting film and television productions, we facilitate job creation in the construction, hospitality, and service sectors.

Aligning Corporate Goals, Reducing Tax Liability

Investing in ESG tax credits can provide a number of benefits for corporations.

These benefits include:

Meeting ESG goals

ESG tax credits can help you meet your ESG goals by investing in projects that help reduce your carbon footprint.

Generating positive financial returns

Renewable energy tax credits can generate positive financial returns for your corporation. In fact, many ESG investments have outperformed investments that do not meet ESG standards.

Reducing your tax liability

ESG tax credits can reduce your corporation's tax liability. This can free up cash that you can use to invest in other areas of your business or return to shareholders.

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