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.

Revitalizing Communities

by Empowering Developers

Cultivating Community Impact Through Tax Credits

Tax Credit Network For Developers

Are you a developer generating valuable tax credits through state and federal tax credit programs?

Fallbrook is here to help you unlock the full potential of your tax credits and maximize their value. We specialize in providing comprehensive tax credit and financing services to developers like you, enabling you to monetize your tax credits effectively and fuel your project's success.

Why Choose Fallbrook for Tax Credit and Financing Services

Extensive Tax Credit Expertise

Fallbrook has extensive knowledge and experience in various state and federal tax credit programs. Our team of experts is well-versed in the intricacies of tax credit regulations and can guide you through the complexities of eligibility, compliance, and monetization strategies. We stay up-to-date with the latest changes in tax credit programs, ensuring that you have access to the most relevant and beneficial opportunities.

Comprehensive Tax Credit Solutions

We offer a wide range of tax credit services tailored to the needs of developers. Whether you are involved in affordable housing, renewable energy, historic preservation, brownfield redevelopment, or other eligible projects, we have the expertise to assist you. Our services include identifying applicable tax credit programs, assisting with application preparation, optimizing tax credit utilization, and exploring monetization options.

Customized Financing Options

We understand that developers often require financing solutions to complement their tax credit strategies. We work closely with you to design customized financing packages that align with your project's needs. Whether you need construction financing, bridge loans, or permanent financing, we can leverage our extensive network of lenders and investors to provide you with tailored financial solutions.

Streamlined Process

We strive to make the tax credit and financing process as smooth and efficient as possible. Fallbrook Financial Services leverages advanced technology and efficient workflows to streamline the application, documentation, and approval processes. Our dedicated team of professionals works diligently to ensure timely and accurate completion of all necessary steps, minimizing disruptions to your project timeline.

Relationship-Focused Approach

We are committed to building long-term relationships with our developer clients. We understand that your success is our success. Our team takes the time to understand your unique objectives, challenges, and opportunities, allowing us to provide personalized solutions and support that align with your vision. We are here to assist you throughout the lifecycle of your project and beyond.

Industry Collaboration

We believe in the power of collaboration. We actively collaborate with industry experts, and other stakeholders to stay at the forefront of industry trends and regulatory changes. This collaborative approach allows us to offer innovative solutions, explore new opportunities, and navigate the ever-evolving landscape of tax credit and financing programs.

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