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.

Preserving the Past with

Historic Rehabilitation Credits

Turn revitalizing historic structures into an investment, weaving economic and cultural benefits into our shared history.

Preserving History, Building the Future

Historic rehabilitation tax credits are not just about preserving buildings; they're about reviving history for future generations. Fallbrook helps you breathe new life into the historic structures while reaping the benefits of tax incentives.

Rehabilitating historic buildings is a testament to our cultural heritage that provides economic and environmental benefits.

Elevate the essence of a building's culture by safeguarding its architectural and historical character. Fallbrook guides you through the intricate process of preserving the rich heritage embedded in historic structures.

Fallbrook's expertise ensures your investment not only preserves history but also stimulates economic growth. Historic rehabilitation isn't just about restoration; it's a catalyst for economic revitalization.

Uncover the environmental benefits tied to historic rehabilitation as Fallbrook's approach integrates sustainability, ensuring your investment aligns with environmental goals, contributing to a greener future.

Navigating Tax Credits for Historic Rehabilitation

Navigating the Landscape of Federal Tax Incentives for a Sustainable Future

Eligibility Assessment

Determine if your project qualifies for historic tax credits.

Application Process

Navigate the application with our expert guidance.

Project Execution

Implement rehabilitation projects with confidence, knowing that Fallbrook is by your side.

Contact Fallbrook

for expert guidance and support

Our Team

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