ESG & Tax Credit Equity Opportunities

For Corporations

In today’s business climate, attention to ESG issues is not simply a PR tactic, but fundamental to a corporation’s long-term success. Investors are demanding that public companies produce an ESG report, a sustainability report or a social impact report for shareholders. Companies are now recognizing the need to develop robust ESG programs to attract and retain quality employees, satisfy investors and clients, to assure long-term sustainable growth and profitability.

Historically, companies have been dismissive of implementing ESG initiatives because they were viewed through a short term lens of immediate valuation. Now, it’s vital to align corporate dollars with value preferences to better position a company for long-term success. While most businesses are very conscious of maintaining adequate cash flow reserves in the economic and political uncertainty that follows the Covid-19 pandemic, they simply cannot afford to make wild expenditures to support their ESG initiatives or their sustainability plans. Monarch Private Capital’s investments enable corporations to redeploy dollars earmarked for federal and state estimated taxes towards investments in funds that address their ESG objectives, satisfy their tax obligations and provide positive financial returns. Monarch’s funds allow corporations to derive ESG benefits and generate positive financial returns by utilizing capital that has already been allocated for state and federal tax payments.

Corporations should welcome these opportunities to optimize their capital usage by directing these dollars to investments that can narrow the affordable housing gap, preserve historic buildings, and create a more sustainable future. Capital and margins are tight with most companies.  Directing capital earmarked for state and federal income taxes towards ESG optimizing investments benefits your company, your community, and your stakeholders.   

Find out how to direct capital, earmarked for state and federal income taxes, to ESG investments that benefit your company, your community, and your stakeholders.

Corporate Investment Opportunities

Monarch has never believed that one size fits all when it comes to ESG investing. As a leading ESG fund manager, Monarch develops customized structuring solutions enabling companies to participate in defining fund parameters to meet their unique ESG, financial, tax, and treasury objectives. With sufficient notice, interest and commitment, our acquisitions team can secure credits in these areas.

Federal or StateTax Credit Programs% Corporate Tax
Liability Offset
Transfer ProcessSatisfies ESG
Criteria
FederalHistoric75%AllocableYes
FederalLow Income Housing75%AllocableYes
FederalEnergy Investment75%AllocableYes
AlabamaHistoric100%AllocableYes
ArkansasHistoric100%Allocable & TransferableYes
ArkansasLow Income Housing100%AllocableYes
CaliforniaEntertainment100%Transferable
CaliforniaLow Income Housing100%Allocable & TransferableYes
ColoradoHistoric100%Allocable & TransferableYes
ColoradoLow Income Housing100%AllocableYes
ConnecticutEntertainment50-55%Transferable
ConnecticutHistoric100%Allocable & TransferableYes
DelawareHistoric100%TransferableYes
GeorgiaEntertainment100%Transferable
GeorgiaHistoric100%Allocable & TransferableYes
GeorgiaLow Income Housing100%AllocableYes
HawaiiLow Income Housing100%AllocableYes
IllinoisEntertainment100%Transferable
IllinoisHistoric100%Allocable & TransferableYes
IllinoisLow Income Housing100%TransferableYes
IllinoisHospital100%TransferableYes
IndianaDINO100%AllocableYes
IndianaRedevelopment100%TransferableYes
IowaHistoric100%Allocable & TransferableYes
KansasHistoric100%Allocable & TransferableYes
LouisianaHistoric100%Allocable & TransferableYes
MarylandHistoric100%AllocableYes
MassachusettsEntertainment100%Allocable & Transferable
MassachusettsHistoric100%TransferableYes
MassachusettsLow Income Housing100%Allocable & TransferableYes
MinnesotaHistoric100%AllocableYes
MississippiHistoric100%AllocableYes
MissouriHistoric100%Allocable & TransferableYes
MissouriLow Income Housing100%Allocable & TransferableYes
MontanaEntertainment100%Transferable
MontanaHistoric100%Allocable & TransferableYes
NebraskaHistoric100%Allocable & TransferableYes
NebraskaLow Income Housing100%AllocableYes
NevadaEntertainment100%Transferable
New JerseyEntertainment100%Transferable
New JerseyGrow NJ100%TransferableYes
New JerseyERG100%TransferableYes
New YorkHistoric100%AllocableYes
New YorkLow Income Housing100%AllocableYes
North CarolinaHistoric100%AllocableYes
North CarolinaEnergy Investment50%AllocableYes
OhioHistoric100%TransferableYes
OklahomaHistoric100%Allocable & TransferableYes
OklahomaLow Income Housing100%Allocable & TransferableYes
PennsylvaniaEntertainment50%Transferable
PennsylvaniaHistoric100%Allocable & TransferableYes
PennsylvaniaR&D75%TransferableYes
Rhode IslandEntertainment100%Transferable
South CarolinaAbandoned100%AllocableYes
South CarolinaHistoric100%AllocableYes
South CarolinaLow Income Housing100%AllocableYes
South CarolinaMill100%AllocableYes
TexasHistoric100%Allocable & TransferableYes
VirginiaHistoric100%AllocableYes
West VirginiaHistoric100%AllocableYes
WisconsinHistoric100%TransferableYes
WisconsinLow Income Housing100%AllocableYes

Contact us for more information about ESG Investing, state and federal tax credits.