For Individuals

The desire to make a difference with the environment, one’s communities, and the world has never been greater. Many high net worth individuals seek to have a positive impact on their communities through various platforms and are also involved in philanthropy. They often champion certain causes, such as revitalizing historic landmarks and neighborhoods, advancing opportunities for low-income communities or families and promoting awareness of climate change. The federal and state governments have recognized the great need for more affordable housing, the generation of renewable energy and the restoration of historic buildings, creating an incentive for investment in these areas through federal and state tax credits. These tax credits play a significant role in the creation of affordable homes, jobs, renewable energy and the revitalization of communities.

Investing in Monarch Private Capital’s tax equity funds is another vehicle for individuals and families to extend their mission-oriented work. This can be done using various approaches, from targeting certain sectors like renewable energy and affordable housing and integrating ESG factors in financial analysis. Monarch’s tax equity funds allow individuals and their families to use dollars earmarked for tax payments to be redirected to funds which generate tax credits for those investors while providing badly needed capital for projects narrowing the affordable housing gap, creating a more sustainable future, or preserving history and contributing to urban renewal. Families no longer want to make empty tax payments to governments which squander their budgets and fail to share their vision for a better world for their children. Monarch’s tax equity ESG funds offer attractive returns through the allocation of federal and state tax credits while addressing families’ ESG and sustainability concerns.

Individual 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 individual investors 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 tax rules surrounding federal tax credits are particularly complex and require the involvement of an individual’s tax advisor.