CDFA - Online Resource Database Search

Energy Finance - Opportunities for Unlocking Innovation

Daniel McRae of Seyfarth Shaw provides information on the resources which are available for energy projects throughout the country including bonds, tax credits, public-private partnerships, EB-5, and much more.

New Markets Tax Credits: Innovative Applications Login

Federal Federal New Markets Tax Credits (NMTCs)Tax Credits U.S. Dept. of Treasury CDFI Fund

Tony Smith from S.B. Friedman & Company explains how NMTCs can support industrial, community and commercial development in low-income areas. Smith breaks down program requirements, deal structuring, eligibility, historical data and more.

UMA Policy Brief: Industrial Revenue Bond Program Login

Access to Capital Bond Finance Community Development Federal Tax Credits (more)

Urban Manufacturing Alliance takes an in-depth look at the Industrial Revenue Bond Program and makes a number of key findings and recommendations. This brief also examines other popular tools being paired with IRBs, state volume cap, and urban...

Investing in Illinois: Tax Increment Finance Programs

Access to Capital Bond Finance Federal New Markets Tax Credits (NMTCs)Tax Credits Tax Increment Finance (TIF)(more)

James Snyder with Ice Miller presented tax increment financing programs and options to combine TIF with other public/private tools. Snyder emphasizes the importance of TIF in redevelopment and opportunities to transform communities. Furthermore,...

Introduction to New Markets Tax Credits Login

Federal Federal New Markets Tax Credits (NMTCs)Tax Credits Understanding Tax Credits U.S. Dept. of Treasury CDFI Fund

Novogradac & Company published this document as a companion to their NMTC Basics workshop. The resource is tremendously helpful as it reviews program background, definition and application process. Furthermore, CDEs, QEIs, QLICIs, QALICBs,...

Novogradac - New Markets & Volume Cap Workshop Login

Federal Federal New Markets Tax Credits (NMTCs)State Finance Program Tax Credits U.S. Dept. of Treasury CDFI Fund (more)

Annette Stevenson with Novogradac & Company discusses how to determine where and when projects should consider utilizing federal and state NMTCs. Stevenson also presents elements that give NMTC applications a greater chance for approval.

Development Finance Authority of Summit County - Ohio NMTC Workshop Login

Bond Finance Federal Local Finance Program State Finance Program Tax Credits (more)

Chris Burnham with the Development Finance Authority of Summit County covers both tax-exempt bonds and Ohio New Markets Tax Credits. Burnham shows where bond financing has made an impact in Summit County. Furthermore, Burnham discusses the...

Federal and Ohio New Markets Tax Credit Login

Federal Federal New Markets Tax Credits (NMTCs)State Finance Program Tax Credits U.S. Dept. of Treasury CDFI Fund (more)

Radhika Reddy with Ariel Ventures provides examples of deal structuring with and without leverage. Furthermore, Reddy shows a net benefit analysis given the different scenarios.

City of Dallas Economic Development Incentives Login

Access to Capital EB-5 Visa Federal International Local Finance Program (more)

City of Dallas Office of Economic Development provides a variety of development finance tools to businesses and developers in the Dallas area to support new, expanding and relocating businesses or development.

Wayne County Economic Development Growth Engine Login

Access to Capital Economic Development Federal Innovation Finance Local Finance Program (more)

Wayne County Economic Development Growth Engine created this brochure to highlight their economic expansion and attraction programs. Various areas of business incentives are covered as well as state and local specific programs.

Redevelopment Financing Tools in Atlanta's Emerging Markets Login

Bond Finance Federal Infrastructure Finance Local Finance Program State Finance Program (more)

This presentation from Atlanta Development Authority demonstrates financing tools available to take advantage of redevelopment opportunities. Additionally, case studies and deal structuring is provided for Tax Assessment Districts and New Markets...

CDFI Fund Year in Review 2012 Login

Access to Capital Bond Finance Community Development Federal Tax Credits (more)

The U.S. Department of the Treasury released the annual report for Community Development Financial Institutions Fund. The report showcases both accomplishments of programs at CDFI Fund as well as the tremendous impact that CDFIs are having across...

Support Tools for Local Initiatives - Federal Funds for ED Login

Access to Capital Bond Finance Brownfield Financing Community Development Economic Development (more)

Charlie Bartsch with the U.S. Environmental Protection Agency covers a slew of federal financing programs available to support local economic development initiatives. Bartsch provides case studies and examples of how various programs can be applied...

Investment Tools - New Market Tax Credits Login

Federal Federal New Markets Tax Credits (NMTCs)Tax Credits Understanding Tax Credits U.S. Dept. of Treasury CDFI Fund

John Dalton with Bryan Cave LLP presented on the highly successful federal New Market Tax Credit program and how to effectively apply this program to development opportunities.

New Markets Tax Credit Program Overview Login

Federal Federal New Markets Tax Credits (NMTCs)Tax Credits U.S. Dept. of Treasury CDFI Fund

Atlanta Emerging Markets compiled a concise overview of the New Market Tax Credit Program. The funds can be used for a variety of projects, loans, operating and capital costs.

Structuring the Deal - Combining and Leveraging Other Tools with Bonds Login

James Snyder with Ice Miller details increasingly popular bond structures that combine a variety of tools, including loan funds, tax credits, TIF, credit enhancement, and others.

California Investment Guide: An Overview of Advantages, Assistance, Taxes & Permits Login

The California Governor's Office of Business and Economic Development released this guide to detail the many investment opportunities that exist in California. The guide covers a wide range of programs from federal to local.

2011 Guide to Federal Incentives and Programs for Investors Login

Report published by the U.S. Department of Commerce intended as a guide to Federal level resources available for investors in the United States. Summaries are provided for each program.

NMTCs Promotion: Finance Federally Qualified Health Centers Login

Federal Federal New Markets Tax Credits (NMTCs)Tax Credits U.S. Dept. of Treasury CDFI Fund

2 sided flyer from NFF, Enterprise, and Chase promoting the use of New Market Tax Credits to help finance Federally Qualified Health Center Facility Expansions.

Financing Renewable Energy: Combining Energy & Housing Tax Credits Login

Energy Finance Federal Green Finance Tax Credits U.S. Dept. of Treasury CDFI Fund (more)

Thomas Giblin from Nixon Peabody and Charles Rhuda at Novogradac & Co explain housing and energy tax credits separately, and how they can be combined to catalyze renewable energy developments.

School Infrastructure Funding Alternatives Login

Bond Finance Federal Infrastructure Finance Tax Credits Tax Increment Finance (TIF)(more)

Clio Andris at National Association of Home Builders produced this document which explores some innovative ways to finance a school building or renovation project.

New Markets Tax Credit Coalition Report Login

Federal Federal New Markets Tax Credits (NMTCs)Tax Credit Case Studies Tax Credits U.S. Dept. of Treasury CDFI Fund

The NMTC Coalition released this all-encompassing report on the significant impact of NMTCs on communities throughout the country. The report consists of more than 90 pages of detailed case studies.

CDFA - BNY Mellon Webcast Series: Will NMTCs Live Beyond 2012? Login

Federal Legislative Tax Credits U.S. Dept. of Treasury CDFI Fund Webcasts (more)

One of the most sought-after tax credits, the NMTC has proven to be a critical financing mechanism for economic development projects in low-income communities across the country. During this webcast, Steve MacDonald from the National New Markets...

Will NMTCs Live Beyond 2012 Presentation

Federal Federal New Markets Tax Credits (NMTCs)Legislative Tax Credits U.S. Dept. of Treasury CDFI Fund

One of the most sought-after tax credits, the NMTC has proven to be a critical financing mechanism for economic development projects in low-income communities across the country. Tax credits already awarded in previous rounds will still be...

Excellence in Development Finance: Tax Increment, Access to Capital, Tax Credits

Jason Rittenberg and Erin Tehan present the CDFA Excellence in Development Finance Awards that recognize outstanding development finance programs, agencies, leaders, projects, and success stories.

NMTC Case Study: Kent State Login

Federal Federal New Markets Tax Credits (NMTCs)State Finance Program Tax Credits U.S. Dept. of Treasury CDFI Fund (more)

Finance Fund worked with Kent State University Foundation and Pizzuti Companies to deliver $9M in New Market Tax Credits to help finance the first phase of a $100M project in downtown Kent.

NMTC Economic Impact Report 2003-2012 Login

Economic Development Economic Impact Federal Tax Credits U.S. Dept. of Treasury CDFI Fund (more)

The New Markets Tax Credit Coalition released this report on a decade of economic activity catalyzed by the NMTC program. Analyses cover projects, jobs, tax revenue, and return on investment.

CDFA Illinois Financing Roundtable Webcast: Unlocking the Development Finance Toolbox in Illinois Presentation

Development finance is the heart of economic, energy, infrastructure, technology, and environmental development. Without core financing tools, such as bonds, TIF, tax credits, and access to capital, development projects simply cannot move forward....

A Smorgasbord of Innovative Financing Models Login

Access to Capital Community Development Energy Finance Federal Green Finance (more)

Jeffrey Greenberger with Affordable Community Energy presents a unique housing development and energy project that incorporated multiple tax credits and federal development finance tools.

CDFI Fiscal Year 2008 Report Login

Access to Capital Community Development Federal U.S. Dept. of Treasury U.S. Dept. of Treasury CDFI Fund (more)

The CDFI Data Project released this 2008 fiscal report to the public. The report contains information regarding all CDFI programs and their performance.

NMFA: Financing Solutions to Critical Needs Login

Municipalities in New Mexico share project highlights and financing solutions to pressing issues, specifically access to clean drinking water, in their respective communities.

Port of Cleveland Financing Brochure Login

Bond Finance Federal Infrastructure Finance Local Finance Program Tax Credits (more)

This brochure from the Cleveland-Cuyahoga Port Authority markets the port's work, including financing programs and projects.

Economic Development Opportunities in Energy Finance Login

Bond Finance Community Development Economic Development Energy Finance Federal (more)

Christina Simeone at PennFuture Energy Center presents on Pennsylvania's energy profile, energy efficiency, and the various opportunities to finance energy projects through federal programs.

New Markets Tax Credit Program: An Overview Login

Community Development Community Development Corporation (CDC)Federal State Finance Program Tax Credits (more)

Annette Stevenson from Novogradac & Co gives a great presentation on New Market Tax Credits from their inception through leveraging models.

Bank-Owned Community Development Corporations Login

Community Development Rural Development Tax Credits Urban Development U.S. Dept. of Treasury (more)

US Dept. of Treasury fact sheet covering bank-owned community development corporations.

Leveraging Lending in New Market Tax Credit Deals Login

Federal Federal New Markets Tax Credits (NMTCs)Tax Credits U.S. Dept. of Treasury CDFI Fund

This document published by Locke & Lord briefly explains NMTCs to potential lenders, including a sample structure.

Financing ReNew Energy Projects with Bonds Login

John May Head of Alternative Energy Finance Group at Stern Brothers & Co. discusses the vast options to help finance energy projects via bonds.

New Markets Tax Credits Program Overview Login

Community Development Federal Federal New Markets Tax Credits (NMTCs)Tax Credits U.S. Dept. of Treasury CDFI Fund (more)

Daniel Aiello from the CDFI Fund provides an overview of the NMTC program along with general information on CDFI Fund programs and initiatives.

Tax Credits in Combination with Other Tools

Chuck Depew, Director of the National Development Council, gives an encompassing presentation on using tax credits in combination with other financing tools to catalyze development.

Financing Facilities and Operations with New Market Tax Credits Login

Community Development Community Development Financial Institutions (CDFIs)Federal Tax Credits U.S. Dept. of Treasury CDFI Fund (more)

Paul Jones Jr. with Ice Miller shares guidelines, qualifications, and typical deals with NMTCs.

New Market Tax Credits: Diverse Uses Login

Laura Vowell of U.S. Bancorp CDC and Colin Rowan of United Fund Advisors share insight to how diverse NMTCs can be.

Future of Michigan's Development Finance Login

Kara Wood of the City of Grand Rapids, MI discusses the future of urban development in Michigan, as cities cope with the loss of long-standing programs.

West District & Capitol Park Case Study Login

This presentation by Brian Holdwick of the Detroit Economic Growth Corporation walks through a complex redevelopment project from start to finish.

New Markets Tax Credit Progress Report 2012 Login

Federal Federal New Markets Tax Credits (NMTCs)Tax Credit Case Studies Tax Credits U.S. Dept. of Treasury CDFI Fund

The New Markets Tax Credit Coalition provides their annual report, including a CDE survey, 2011 activity, and case studies, on the NMTC program.

New Markets Tax Credit in Action Infographic

Federal Federal New Markets Tax Credits (NMTCs)Tax Credits U.S. Dept. of Treasury CDFI Fund

This infographic from the New Markets Tax Credit Coalition describes the effectiveness of the NMTC program.

Common Mistakes in Tax Credit Finance Login

Federal Federal New Markets Tax Credits (NMTCs)State Finance Program Tax Credits U.S. Dept. of Treasury CDFI Fund (more)

Steve Schoeny of Ice Miller LLP discusses tax credit programs and lays out necessary considerations to make throughout the tax credit finance process.

Finance Fund and Ohio New Markets Tax Credits Login

Access to Capital Community Development Federal State Finance Program Tax Credits (more)

Mark Barbash presents the Finance Fund's involvement with state and federal New Markets Tax Credits, including a case study project.

Combining and Leveraging TIF with Other Tools: Lancaster Urban Village Login

Federal New Markets Tax Credits (NMTCs)HUD Section 108 Loan Guarantee Program State Resource Tax Increment Finance (TIF)TIF Case Studies (more)

This presentation by Tony Smith of SB Friedman covers a TIF case study combining TIF, NMTCs, and HUD programs.

Nuts and Bolts of NMTCs and HTCs: Should Bond Lawyers Care?

Bond Finance Federal Tax Credits U.S. Dept. of Interior - National Park Services (NPS)U.S. Dept. of Treasury CDFI Fund (more)

This presentation covers financing structures for NMTC or HTC and tax-exempt bond projects. The authors are Mary Nash Rusher of Hunton & Williams, Peter Duffley of Womble Carlyle Sandridge & Rice, Dick Helde of Dorsey & Whitney, Marshall Philiips of...

Case Study: Zen Cha Tea Salon Login

Federal Federal New Markets Tax Credits (NMTCs)Tax Credit Case Studies Tax Credits U.S. Dept. of Treasury CDFI Fund

Finance Fund provided this case study for Silk Road International's Zen Cha Tea Salon, which received two New Markets Tax Credit loans.