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 State | Tax Credit Programs | % Corporate Tax Liability Offset | Transfer Process | Satisfies ESG Criteria |
---|---|---|---|---|
Federal | Historic Rehabilitation | 75% | Allocable | Yes |
Federal | Low Income Housing | 75% | Allocable | Yes |
Federal | Energy Investment | 75% | Allocable | Yes |
Alabama | Historic Rehabilitation | 100% | Allocable | Yes |
Arkansas | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Arkansas | Low Income Housing | 100% | Allocable | Yes |
California | Entertainment | 100% | Transferable | |
California | Low Income Housing | 100% | Allocable & Transferable | Yes |
Colorado | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Colorado | Low Income Housing | 100% | Allocable | Yes |
Connecticut | Entertainment | 50-55% | Transferable | |
Connecticut | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Delaware | Historic Rehabilitation | 100% | Transferable | Yes |
Georgia | Entertainment | 100% | Transferable | |
Georgia | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Georgia | Low Income Housing | 100% | Allocable | Yes |
Hawaii | Low Income Housing | 100% | Allocable | Yes |
Illinois | Entertainment | 100% | Transferable | |
Illinois | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Illinois | Low Income Housing | 100% | Transferable | Yes |
Illinois | Hospital | 100% | Transferable | Yes |
Indiana | DINO | 100% | Allocable | Yes |
Indiana | Redevelopment | 100% | Transferable | Yes |
Iowa | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Kansas | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Louisiana | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Maryland | Historic Rehabilitation | 100% | Allocable | Yes |
Massachusetts | Entertainment | 100% | Allocable & Transferable | |
Massachusetts | Historic Rehabilitation | 100% | Transferable | Yes |
Massachusetts | Low Income Housing | 100% | Allocable & Transferable | Yes |
Minnesota | Historic Rehabilitation | 100% | Allocable | Yes |
Mississippi | Historic Rehabilitation | 100% | Allocable | Yes |
Missouri | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Missouri | Low Income Housing | 100% | Allocable & Transferable | Yes |
Montana | Entertainment | 100% | Transferable | |
Montana | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Nebraska | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Nebraska | Low Income Housing | 100% | Allocable | Yes |
Nevada | Entertainment | 100% | Transferable | |
New Jersey | Entertainment | 100% | Transferable | |
New Jersey | Grow NJ | 100% | Transferable | Yes |
New Jersey | ERG | 100% | Transferable | Yes |
New York | Historic Rehabilitation | 100% | Allocable | Yes |
New York | Low Income Housing | 100% | Allocable | Yes |
North Carolina | Historic Rehabilitation | 100% | Allocable | Yes |
North Carolina | Energy Investment | 50% | Allocable | Yes |
Ohio | Historic Rehabilitation | 100% | Transferable | Yes |
Oklahoma | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Oklahoma | Low Income Housing | 100% | Allocable & Transferable | Yes |
Pennsylvania | Entertainment | 50% | Transferable | |
Pennsylvania | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Pennsylvania | R&D | 75% | Transferable | Yes |
Rhode Island | Entertainment | 100% | Transferable | |
South Carolina | Abandoned | 100% | Allocable | Yes |
South Carolina | Historic Rehabilitation | 100% | Allocable | Yes |
South Carolina | Low Income Housing | 100% | Allocable | Yes |
South Carolina | Mill | 100% | Allocable | Yes |
Texas | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Virginia | Historic Rehabilitation | 100% | Allocable | Yes |
West Virginia | Historic Rehabilitation | 100% | Allocable | Yes |
Wisconsin | Historic Rehabilitation | 100% | Transferable | Yes |
Wisconsin | Low Income Housing | 100% | Allocable | Yes |