Tax Credit Equity Opportunities

For Corporations

In today’s business climate, attention to sustainability is not simply a PR tactic, but fundamental to a corporation’s long-term success. Investors are demanding that public companies produce a sustainability report or a social impact report for shareholders. Companies now recognize the need to develop robust sustainability 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 sustainability 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 cannot afford to make wild expenditures to support 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 sustainability objectives, satisfy their tax obligations and provide positive financial returns. Monarch’s funds allow corporations to derive sustainability benefits and generate positive financial returns by utilizing capital that has already been allocated for state and federal tax payments.

Corporations should welcome opportunities to optimize their capital usage by directing funding 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 sustainability optimizing investments benefits your company, your community, and your stakeholders.   

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

Corporate Investment Opportunities

Monarch develops customized structuring solutions enabling companies to participate in defining fund parameters to meet their unique 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
FederalHistoric Rehabilitation75%AllocableYes
FederalLow Income Housing75%AllocableYes
FederalEnergy Investment75%AllocableYes
AlabamaHistoric Rehabilitation100%AllocableYes
ArkansasHistoric Rehabilitation100%Allocable & TransferableYes
ArkansasLow Income Housing100%AllocableYes
CaliforniaLow Income Housing100%Allocable & TransferableYes
ColoradoHistoric Rehabilitation100%Allocable & TransferableYes
ColoradoLow Income Housing100%AllocableYes
ConnecticutHistoric Rehabilitation100%Allocable & TransferableYes
DelawareHistoric Rehabilitation100%TransferableYes
GeorgiaHistoric Rehabilitation100%Allocable & TransferableYes
GeorgiaLow Income Housing100%AllocableYes
HawaiiLow Income Housing100%AllocableYes
IllinoisHistoric Rehabilitation100%Allocable & TransferableYes
IllinoisLow Income Housing100%TransferableYes
IowaHistoric Rehabilitation100%Allocable & TransferableYes
KansasHistoric Rehabilitation100%Allocable & TransferableYes
LouisianaHistoric Rehabilitation100%Allocable & TransferableYes
MarylandHistoric Rehabilitation100%AllocableYes
MassachusettsEntertainment100%Allocable & Transferable
MassachusettsHistoric Rehabilitation100%TransferableYes
MassachusettsLow Income Housing100%Allocable & TransferableYes
MinnesotaHistoric Rehabilitation100%AllocableYes
MississippiHistoric Rehabilitation100%AllocableYes
MissouriHistoric Rehabilitation100%Allocable & TransferableYes
MissouriLow Income Housing100%Allocable & TransferableYes
MontanaHistoric Rehabilitation100%Allocable & TransferableYes
NebraskaHistoric Rehabilitation100%Allocable & TransferableYes
NebraskaLow Income Housing100%AllocableYes
New JerseyEntertainment100%Transferable
New JerseyGrow NJ100%TransferableYes
New JerseyERG100%TransferableYes
New YorkHistoric Rehabilitation100%AllocableYes
New YorkLow Income Housing100%AllocableYes
North CarolinaHistoric Rehabilitation100%AllocableYes
North CarolinaEnergy Investment50%AllocableYes
OhioHistoric Rehabilitation100%TransferableYes
OklahomaHistoric Rehabilitation100%Allocable & TransferableYes
OklahomaLow Income Housing100%Allocable & TransferableYes
PennsylvaniaHistoric Rehabilitation100%Allocable & TransferableYes
Rhode IslandEntertainment100%Transferable
South CarolinaAbandoned100%AllocableYes
South CarolinaHistoric Rehabilitation100%AllocableYes
South CarolinaLow Income Housing100%AllocableYes
South CarolinaMill100%AllocableYes
TexasHistoric Rehabilitation100%Allocable & TransferableYes
VirginiaHistoric Rehabilitation100%AllocableYes
West VirginiaHistoric Rehabilitation100%AllocableYes
WisconsinHistoric Rehabilitation100%TransferableYes
WisconsinLow Income Housing100%AllocableYes

Contact us for more information about impact investing, federal and state tax credits.