ESG & Tax Credit Equity Opportunities

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.

Learn how to redeploy dollars reserved for federal and state income taxes to address your families’ sustainability concerns while providing attractive returns.

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.

Federal or StateTax Credit Programs% Individual Income
Tax Liability Offset
Transfer ProcessSatisfies ESG
FederalLow Income Housing100%AllocableYes
FederalEnergy Investment100%AllocableYes
ArkansasHistoric100%Allocable & TransferableYes
ArkansasLow Income Housing100%AllocableYes
CaliforniaLow Income Housing100%Allocable & TransferableYes
ColoradoHistoric100%Allocable & TransferableYes
ColoradoLow Income Housing100%AllocableYes
ConnecticutHistoric100%Allocable & TransferableYes
GeorgiaHistoric100%Allocable & TransferableYes
GeorgiaLow Income Housing100%AllocableYes
HawaiiLow Income Housing100%AllocableYes
IllinoisHistoric100%Allocable & TransferableYes
IllinoisLow Income Housing100%TransferableYes
IowaHistoric100%Allocable & TransferableYes
KansasHistoric100%Allocable & TransferableYes
LouisianaHistoric100%Allocable & TransferableYes
MassachusettsEntertainment100%Allocable & Transferable
MassachusettsLow Income Housing100%Allocable & TransferableYes
MissouriHistoric100%Allocable & TransferableYes
MissouriLow Income Housing100%Allocable & TransferableYes
MontanaHistoric100%Allocable & TransferableYes
NebraskaHistoric100%Allocable & TransferableYes
NebraskaLow Income Housing100%AllocableYes
New JerseyEntertainment100%Transferable
New YorkHistoric100%AllocableYes
New YorkLow Income Housing100%AllocableYes
North CarolinaHistoric100%AllocableYes
North CarolinaEnergy Investment50%AllocableYes
OklahomaHistoric100%Allocable & TransferableYes
OklahomaLow Income Housing100%Allocable & TransferableYes
PennsylvaniaHistoric100%Allocable & TransferableYes
Rhode IslandEntertainment100%Transferable
South CarolinaAbandoned100%AllocableYes
South CarolinaHistoric100%AllocableYes
South CarolinaLow Income Housing100%AllocableYes
South CarolinaMill100%AllocableYes
West VirginiaHistoric100%AllocableYes
WisconsinLow Income Housing100%AllocableYes

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