About

Advocacy

Events

Membership

Sponsor

Education

Newsletters

Resources

Technical Assistance

×

Online Resource Database

Most resources in the ORD are available to CDFA members only. CDFA members should login with their CDFA Account at the top of the page to access the full set of resources. Non-members are encouraged to join CDFA today to gain access to the entire database.

Search Results: Bond Finance\Case Studies
Displaying 101 - 150 of 208 Previous | Next | New Search
KB Compost Case StudyMembers only Login
Chris Burnham of the Development Finance Authority of Summit County and Kristi Eberhardt of PNC Capital Markets present this case study of bonds issued for an anaerobic digestive system.
Nuts and Bolts of NMTCs and HTCs: Should Bond Lawyers Care?
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...
How an Effective Financial Advisor Can Make a DifferenceMembers only Login
Kevin Quinn of Wye River Group discusses the importance of a public financial advisor for bond finance projects.
Altoona-Blair County Development Corporation OverviewMembers only Login
This presentation by Marty Marasco of the Altoona-Blair County Development Corporation discusses the toolbox approach to development finance and offers project examples.
Case Study: Cardinal Ritter Senior ServicesMembers only Login
Lancaster Pollard provided this case study of an affordable senior housing development funded in part with tax-exempt bonds and Low Income Housing Tax Credits.
Columbus-Franklin County Finance Authority Programs & ProjectsMembers only Login
This packet from the Columbus-Franklin County Finance Authority provides information about the Authority's programs, including bond finance and tax exemptions, and project case studies.
Project Finance: Leveraging the Capital Stack
Financing economic development projects through bonds and a combination of other development finance tools is discussed by Jason Rittenberg in this cover story from Development Finance Perspectives, Issue 1 | 2012. The article features project...
Case Study of a Biomass Project Financed with BondsMembers only Login
This case study of a bond-financed biomass project was presented by Tina Neal of Perseverance Capital Advisors.
Built by Bonds
This unique publication from CDFA provides the definitive argument for tax-exempt bond finance, which is a critical tool for American economic development and job creation. Using both qualitative and quantitative analysis, Built by Bonds...
East Bank Flats & Goodyear ProjectsMembers only Login
Brian Cooper of Robert W. Baird presented these three bond finance projects: East Bank Flats, Goodyear HQ, and Goodyear Tech Center.
Columbus-Franklin County Finance AuthorityMembers only Login
Jean Carter Ryan of Columbus-Franklin County Finance Authority provides information on the Authority's financing benefits and several recent projects.
Case Study: Mexia GardensMembers only Login
This case study from Lancaster Pollard reviews an affordable multifamily housing complex that utilized taxable bonds, LIHTCs, and the FHA Section 221(d)(4) program.
How Bonds are Structured and SoldMembers only Login
This presentation by Lawrence Tonomura of Bank of America Merrill Lynch covers how bonds are structured and sold. Several different structures are presented through case studies of actual bond finance deals.
Bond Financing for Manufacturers (and Others)Members only Login
This presentation by Dennis Ciocca of Stern Brothers & Co., Michael E. Schrader of Orrick, Herrington & Sutcliffe LLP, and Terry Hegle of Business Oregon cover a number of tax-exempt bond finance programs available to manufacturers and other...
CDFA Bond Finance Resource Center
The CDFA Bond Finance Resource Center is a one-stop hub for all of the resources, reports, headlines, and projects that CDFA collects and publishes related to bond finance. Find links to resource tags, market reports, original research, upcoming...
Case Study: One Bryant Park, New York CityMembers only Login
Joseph A. Branca presented this case study of One Bryant Park, a New York City building combining multiple bonds.
Case Study: NNSA National Security CampusMembers only Login
This presentation by Stephen S. Sparks and David E. Reid discuss the NNSA National Security Campus in Kansas City, MO. This $700M project included multiple bond issues and other sources of financing.
New Markets Tax Credits Paired with Tax-Exempt BondsMembers only Login
This presentation by Patrick Ray addresses the legal challenges of pairing New Markets Tax Credits with tax-exempt bonds and offers two examples of successful structures.
U.S. State and Local Government Bond Credit QualityMembers only Login
This presentation by Eric Friedland discusses the approach Fitch Ratings applies to evaluations of state and local bond credit quality. The approach is demonstrated through several case studies.
Nevada Industrial Development Revenue Bond Program for Manufacturers and ProcessorsMembers only Login
The document covers the use of industrial development bonds (IDBs) in the state of Nevada. It includes the federal requirements to use IDBs. Instructions on how to get started with an IDB application are also included.
Case Study: Millennia HousingMembers only Login
This case study of an affordable housing redevelopment project was provided by Lancaster Pollard. Millennia Housing Management used credit-enhanced tax-exempt bonds, Low Income Housing Tax Credits, Financing Adjustment Facto loans, and HUD...
Central Wisconsin Electric Cooperative Project Official Statement
This Official Statement is for bonds issued by the Public Finance Authority, a political subdivision of the State of Wisconsin. The bonds described in this statement were Fixed Rate Revenue Bonds for an electric utility in central Wisconsin to...
Lindsey Terrace Apartments Project Official StatementMembers only Login
This Official Statement is for bonds issued by the Public Finance Authority. This issuer is a political subdivision of the State of Wisconsin that is authorized to conduct business in other states. The bonds described in this statement were...
Lazarus Department Store Project
The Lazarus Department Store Project converted more than 220,000 square feet of unused space into offices for the State of Ohio. This document from Robert W. Baird & Co. describes the project and the tax-exempt lease revenue bonds facilitating the...
OH Port Authority Cooperative Case StudiesMembers only Login
These case studies of projects financed through multiple Ohio Port Authorities were presented at the Bricker and Eckler LLP and The Ohio Manufacturers' Association meeting on Port Authority Finance Options for Manufacturers and Developers. The...
OH Port Authority Finance Options for ManufacturersMembers only Login
This document contains several presentations from the Bricker & Eckler LLP and The Ohio Manufacturers' Association meeting on Port Authority Finance Options for Manufacturers and Developers. The presentations overview the programs available through...
CA Recovery Zone Bond ProjectsMembers only Login
This document reviews the California Debt Limit Allocation Committee's ARRA allocation awards and is specific to Recovery Zone Bond projects. These project case studies include solar panels for a dairy farm, new manufacturing facilities, and more....
Advanced Bond Finance Reference Guide
The Advanced Bond Finance Reference Guide is written for professionals who already have an understanding of tax-exempt financing and seek detailed instruction on complex financing techniques, including the application of financial derivatives,...
2010 Kansas Debt Study
The 2010 Debt Study was prepared by the Kansas Development Finance Authority. This report reviews the state's debt in 2008, 2009, and 2010, provides a detailed listing of proposed new debt, and reviews credit ratings affecting the state.
CA Tax-Exempt Bond Allocation Summary Jan. 25, 2011Members only Login
This document from the California Industrial Development Financing Advisory Commission shows the year-to-date industrial development bond allocation in the state. The report, part of a regular series, includes a detailed listing of each bond.
CA Tax-Exempt Bond Allocation Summary Nov. 17, 2010Members only Login
This document from the California Industrial Development Financing Advisory Commission shows the year-to-date industrial development bond allocation in the state. The report, part of a regular series, includes a detailed listing of each bond.
Tax-Exempt Bonds Project Submission Form
CDFA is collecting case studies of tax-exempt bond projects throughout the country. These case studies will further our efforts to research, educate, and advocate tax-exempt bonds. Issuers, underwriters, bond counsels, and others are encouraged to...
Tax-Exempt Bonds Project Submission Form
CDFA is collecting case studies of tax-exempt bond projects throughout the country. These case studies will further our efforts to research, educate, and advocate tax-exempt bonds. Issuers, underwriters, bond counsels, and others are encouraged to...
General Review of For-Profit Entities Tax-Exempt Debt Credit Structures
In this document you will find a general review of for-profit entities tax-exempt debt credit structures. This review covers methods whereby for-profit entities such as airlines, investor-owned utilities, or energy sector corporations can issue...
Recovery Zone Facility Bond Case Study: Dale Hardware, Fremont, CA
This case study documents a Recovery Zone Facility Bond deal from California for a retailer of hardware, lumber and nursery supplies. The $8 million deal, approved by the California Industrial Development Financing Advisory Commission, combined RZFB...
Stern Brothers Closes $5.5 Million Transaction for The Meadows Shopping Center in Lake Saint Louis
Stern Brothers & Co. issued $5.55 million of tax-exempt sales tax revenue bonds related to The Meadows shopping center located in Lake Saint Louis, Missouri. The bonds were issued on behalf of the Transportation Development District for The Meadows...
California City Closes on Recovery Zone Facility Bond Deal
The San Francisco Bay Area city of Fairfield, California has closed on a Recovery Zone Facility Bond deal for the Frank-Lin Distillers Products Ltd., construction project. Fairfield worked through the California Enterprise Development Authority to...
Texas Economic Development Loan Assistance
This Texas website gives basic information regarding several programs the State offers for business finance assistance, including bonds, the Texas Leverage Fund, and several loan programs.
Columbus-Franklin County Finance Authority Issuer of $159 Million for Ohio Capital Fund Members only Login
The Columbus-Franklin County Finance Authority has issued $159 million in taxable bonds for the Ohio Capital Fund. The taxable research and development revenue bonds will be used to refinance existing debt and raise additional funds to support...
Finance Authority’s First Recovery Zone Facility Bond to 3MX/Nationwide
This case study looks at the Columbus-Franklin County Finance Authority's first Recovery Zone Facility Bond deal.
King Edward and Standard Life Mixed-Use ProjectMembers only Login
This presentation from HRI Properties details the King Edward and Standard Life mixed-use project in Jackson, MS. This project was one of three finalists for CDFA's 2010 Practitioner's Showcase: Best Bond Deal.
Bonds as the Bedrock of Development Finance: Portland’s Resource Access Center (RAC) ProjectMembers only Login
This joint presentation by Carol McCoog of K&L Gates and Michael Schrader of Orrick presents a case study of bond financed project in Portland.
Transformational Economic Development in Chicago’s South LoopMembers only Login
Wabash Development and Roosevelt University present a case study of the bond deal financing their new "vertical campus" in Chicago's South Loop in this presentation. The Roosevelt University project was one of three finalists for CDFA's 2010...
Atlanta BeltLine Best 2009 Bond Deal - PresentationMembers only Login
Cheryl Strickland from the Atlanta Development Authority and Richard Lutch from the Atlanta BeltLine, Inc. gave this presentation during the Practitioner's Showcase: Best 2009 Bond Deal at CDFA's 2010 Annual Development Finance Summit in Portland,...
Atlanta BeltLine Case Study - 2009 CDFA Bond Deal of the Year Official SubmissionMembers only Login
This case study was submitted for consideration for CDFA's 2010 Practitioner's Showcase: Best 2009 Bond Deal. The Atlanta BeltLine is the most ambitious undertaking the city of Atlanta has attempted since the construction of Hartsfield-Jackson...
MassDevelopment Tax-Exempt Financing for Manufacturers
MassDevelopment uses this application for their industrial development bond (IDB) program for manufacturers.
Displaying 101 - 150 of 208 Previous | Next | New Search

CDFA National Sponsors

  • Alliant Insurance Services, Inc.
  • BNY Mellon
  • Bricker Graydon LLP
  • Business Oregon
  • CohnReznick
  • Frost Brown Todd LLP
  • Grow America | Formerly NDC
  • Hawes Hill and Associates LLP
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • PGAV Planners, LLC
  • Raza Development Fund
  • SB Friedman Development Advisors
  • Stifel Nicolaus
  • The Bond Buyer
  • U.S. Bank
  • Wells Fargo Securities
Become a Sponsor