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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: Federal New Markets Tax Credits (NMTCs)
Displaying 1 - 50 of 196 Previous | Next | New Search
CDFA Food Systems Finance Best Practices Guidebook
Linking development finance and food systems can be a daunting undertaking for any community. Research on the current ecosystem of food systems finance has positioned CDFA to identify key strategies for the path ahead in this work. The Food Systems...
CDFA // BNY Mellon Development Finance Webcast Series: Layering the Capital StackMembers only Login
This webinar discussed how Bonds, Tax Increment Finance, Tax Credits as well as the litany of federal funding through recent legislation can work for your project and ultimately the community that is benefitting.
Impact in Place: Emerging Sources of Community Investment Capital and Strategies to Direct It at ScaleMembers only Login
Recognizing the urgency of the pandemic and related crises, on June 7, 2021, the Federal Reserve Bank of New York approached the U.S. Impact Investing Alliance to write a report about the current landscape of capital sources for community investment...
CDFA Food Systems Finance Webinar Series: Financing Food-Centered Redevelopment
During this installment of the CDFA Food Systems Finance Webinar Series, we explored how investing in food-centered redevelopment can restore local food systems infrastructure, catalyze additional neighborhood development, and protect healthy,...
Public Data for NMTC Program for Fiscal Years 2003 - 2019Members only Login
This excel sheet from the CDFI Fund contains transaction-level data collected on New Markets Tax Credit (NMTC) investments across the nation from fiscal years (FY) 2003 - 2019.
How States Can Direct Economic Development to Places and People in NeedMembers only Login
To address local disparities and help struggling areas thrive, governments at all levels have spent billions of dollars on a range of geographically targeted, or "place-based," economic development programs — mostly in the form of financial...
CDFA - PFM Capital Markets Webinar Series: Pricing Private Activity Bonds in Complex Capital StacksMembers only Login
During this installment of the CDFA-PFM Capital Markets Webinar Series, project finance experts and issuers discussed the viability of how private activity bond deals can fit into complex capital stacks.
New Markets Tax Credits: A Flexible Capital Source and a Change Agent
The New Markets Tax Credit program, created to spark investment in disadvantaged communities, has become a valuable source of flexible capital for healthcare providers and health systems to tackle the immediate needs of both their organizations and...
CDFA // BNY Mellon Development Finance Webcast Series: Investing in Childcare Facilities Members only Login
During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, we will showcase various childcare facilities financing programs from across the country and highlight projects that have successfully utilized these tools.
NMTC Program Award Book CY2019
The CDFI Fund has released its calendar year 2019 awards for the New Markets Tax Credit (NMTC) program. The round of funding awarded over $3.5 billion in NMTC allocation to 76 community development entities.
NMTC Progress Report 2020Members only Login
This is the 2020 edition of NMTC Coalition’s annual report on the loans, investments, and community impact of the New Markets Tax Credit.
New Markets Tax Credit Summary Report - FY 2003 to FY 2017Members only Login
The CDFI Fund requires all CDEs that have been awarded NMTC allocations to submit an annual report detailing how they invested Qualified Equity Investment (QEI) proceeds in low-income communities. The Summary Report categorizes all CDE investments...
CDFA // BNY Mellon Webcast Series: Unlocking Capital for Native American CommunitiesMembers only Login
Tribal lands cover over 5% of the national land base, making Tribal nations the fourth largest state and some of America’s largest rural populations. The U.S. Constitution recognizes Tribal nations as sovereign governments, yet have a...
CDFA Food Finance White Paper Series: Food Systems & Investment Tools
This paper continues a white paper series demonstrating the ways in which traditional development financing is already supporting food systems, with a focus on finance tools that help to stimulate investment. An overview of investment tools, such as...
CDFA // BNY Mellon Webcast Series: Fill in the Gaps with New Markets Tax CreditsMembers only Login
During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, learn from expert speakers as they discussed their plans for the recent allocation of New Markets Tax Credits.
Finance Fund Invests in Charter ManufacturingMembers only Login
New Markets Tax Credit (NMTC) financing enabled Charter to acquire the equipment and machinery needed to operate its new, $148 million, 170,000 sq. ft. rolling mill, which is adjacent to its existing coil mill and steel making facility.
NMTC Program Award Book CY 2018Members only Login
The CDFI Fund awarded 73 community development entities $3.5 billion under the 2018 allocation round of the New Markets Tax Credits program. The recipients are located in 35 states also including Puerto Rico and the District of Columbia.
NMTC Investors Show Appetite For Healthy Food Financing ActivitiesMembers only Login
Public and private partners are finding ways to serve more healthy food options to economically distressed communities with a few helpings of new markets tax credits (NMTCs).
CDFA // BNY Mellon Webcast Series: Unwinding Tax Credit UnwindsMembers only Login
During this installment of the CDFA // BNY Mellon Webcast Series, Lillian Plata with Nee Plata Law LLC presented on the structure of tax credit unwinds for New Markets Tax Credit and Low-Income Housing Tax Credit deals.
NMTCs Serve Up New Space for Food Business EntrepreneursMembers only Login
For partners in the $17.5 million L.A. Prep project, the recipe for a successful food business accelerator calls for equal parts social philanthropy, economic development and collaborative synergy. L.A. Prep was financed using $16 million in NMTC...
Updated NMTC Census Tracts and Transition Rules Members only Login
How does the Community Development Financial Institutions (CDFI) Fund’s release of the New Markets Tax Credit (NMTC) program census data transition affect an NMTC investment?
Introduction to the New Markets Tax Credit Program - CDFI Fund
This 2018 presentation from the CDFI Fund provides an introduction to the New Markets Tax Credit program.
Financing for Attainable HousingMembers only Login
Jim Carras discusses how the workforce housing movement is building in Florida and talks about the different financing tools that can be assembled to address the gap needed to make workforce housing and affordable housing available.
Financing for Attainable HousingMembers only Login
Mitch Rosenstein discusses how the workforce housing movement is building in Florida and talks about the different financing tools that can be assembled to address the gap needed to make workforce housing and affordable housing available.
New Market Tax Credits and BrownfieldsMembers only Login
Inez Long discusses how the ability of the NMTC program to expand the availability of credit, investment capital, and financial services in distressed urban and rural communities makes this financing tool a viable option for brownfields...
New Market Tax Credits and BrownfieldsMembers only Login
Kurt Peterson discusses how the ability of the NMTC program to expand the availability of credit, investment capital, and financial services in distressed urban and rural communities makes this financing tool a viable option for brownfields...
Financial Solutions that Lead to Community SuccessMembers only Login
Jim Walker discusses how the ability of the NMTC program to expand the availability of credit, investment capital, and financial services in distressed urban and rural communities makes this financing tool a viable option for brownfields...
2017 Compliance Review of New Markets Tax Credit ProgramMembers only Login
This report by Summit Consulting was commissioned by the U. S. Department of the Treasury’s Community Development Financial Institutions Fund in order to analyze current industry practices for deploying NMTC allocations. Summit evaluated a...
New Markets Tax Credit Program Compliance Report 2017Members only Login
This report by Summit Consulting on New Markets Tax Credit Program examines whether the recipients of NMTC have complied with NMTC Program requirements, and whether the recipients’ NMTC investment activities have aligned with the objectives of the...
Economic Impact of NMTCMembers only Login
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 for projects between 2003 and 2012.
Utilizing a Diverse Capital Stack - An OverviewMembers only Login
Combining multiple incentives successfully requires attention to detail and often some creative structuring. Identifying program requirements and balancing the applicable incentives are steps that must be established early on for any potential...
Combining Financing Tools for Missouri Development - St. Louis Development CorporationMembers only Login
Combining multiple incentives successfully requires attention to detail and often some creative structuring. Identifying program requirements and balancing the applicable incentives are steps that must be established early on for any potential...
CDFA // BNY Mellon Webcast Series: Making the Most of $7B in NMTC AllocationMembers only Login
During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, our expert speakers provided an inside look into how New Markets Tax Credits can be leveraged and considered opportunities that the double allocation round creates...
Sandra Rahimi, LADF New Markets, Tax Credits, The BackgroundMembers only Login
Sandra Rahimi is a manager at Los Angeles Development Fund, and she explains how New Markets Tax Credits benefit community project developments.
Financing Affordable Housing Development in MichiganMembers only Login
Michigan is showing increasing economic strength. Despite this, the state’s housing market is not keeping up with an adequate number of homes affordable to low- and moderate-income households. Ben Stehouwer (Cinnaire) discusses the major changes and...
New Markets Tax Credit Public Data Release: 2003-2014 Summary ReportMembers only Login
The CDFI Fund released data collected on New Markets Tax Credit (NMTC) investments across the nation through fiscal year 2013. The CDFI Fund requires all Community Development Entities (CDEs) that have been awarded NMTC allocations to submit an...
NMTC Qualified Equity Investment ReportMembers only Login
This report from CDFI Fund provides information on each entity that has not finalized all of its NMTC allocations, and it identifies, among other things, the total allocation amount received by each entity; the dollar amount of allocation authority...
NMTC Program Overview & Basic Deal StructureMembers only Login
Cohn Reznick gives an overview of the NMTC program, basic deal structure, and answers some of the common questions associated with the program.
New Market Tax Credits InfographicMembers only Login
Dan McRae's infographic sorts out allocation, credits, sheltered income and unsheltered income, and trace the actual funding from New Market Tax Credits.
NMTC Qualified Equity Investment Report - December 2015Members only Login
This Report provides information on each entity that has not finalized all of its NMTC allocations. Allocatee information reflects the most current information on file with the CDFI Fund as of the date reflected on the QEI Issuance Report.
CDFA Brownfields Financing Webinar Series: New Investments with NMTC
As part of the CDFA Brownfields Technical Assistance Program, this third installment of the Brownfields Financing Webinar Series focuses on the recent allocation of $3.5 billion in New Markets Tax Credit awards by the U.S. Treasury Department’s CDFI...
Florida's New Markets Tax CreditsMembers only Login
Nelson Black from Florida Community Loan Fund shows how New Markets Tax Credits can be used to support development though examples from across Florida.
New Markets Tax Credits: Federal and State of FloridaMembers only Login
Jim Carras from Carras Community Investment, Inc. shows how New Markets Tax Credits are used as part of the development finance toolbox.
The New Markets Tax Credit Progress Report 2015Members only Login
New Markets Tax Credit Coalition's report highlights results from the NMTC Coalition’s annual survey of community development entities (CDEs) with NMTC allocations. The survey collected data from CDEs raising capital and making loans and investments...
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