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: Tax Credits\Case Studies
Displaying 51 - 100 of 134 Previous | Next | New Search
LIHTC Case Study: How a Timely Project Reaped Big BenefitsMembers only Login
Lancaster Pollard released this case study of Copper Landing Family Apartments and how the developer utilized low-income housing tax credits and tax-exempt bonds in 'record' time to provide a tremendous community benefit for low-income residents.
Combining and Leveraging TIF with Other Tools: Sample ProjectsMembers only Login
Tony Smith with S.B. Friedman shares extremely detailed case studies from Texas and Illinois where NMTCs, among other tools, and TIF helped finance community-transcending projects.
LIHTC & Tax-Exempt Bond Case Study: Garden Park VillaMembers only Login
Lancaster Pollard created this case study to showcase the innovated financial structuring of a 50-unit affordable housing complex which incorporated Low Income Housing Tax Credits, Tax-Exempt Bonds, an FHA pilot program, and a bridge loan.
New Markets Tax Credits Community Lending & InvestmentMembers only Login
Wells Fargo presents a program overview of federal New Markets Tax Credits (NMTCs) during the 2013 ULI Conference. The presentation topics include: a basic overview, utilizing NMTCs to benefit borrowers, basic deal structures, 'cost' of a NMTC deal,...
The Federal Historic Tax Credit - Creating Jobs, Building Communities, Preserving Heritage in MT
The National Trust for Historic Preservation and Montana Preservation Alliance collaborated to create a compelling report about the largest community reinvestment program in the country, the federal historic tax credit. The report highlights...
Notable Illinois TIF Case StudiesMembers only Login
Greg Hummel with Bryan Cave shares some successful TIF projects throughout Illinois. Hummel discusses structuring incentives, selling the story, planning, implementation, local economic issues, and content of a redevelopment agreement.
FY2012 Analysis of Federal Historic Preservation Tax IncentiveMembers only Login
The U.S. Department of the Interior, National Park Services released their Statistical Report and Analysis for FY 2012. The program is the most effective Federal program to promote both urban and rural revitalization to promote private investment in...
Redevelopment Financing Tools in Atlanta's Emerging MarketsMembers only Login
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...
New Markets Tax Credit Coalition Report Members only Login
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.
NMTC Case Study: Kent StateMembers only Login
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.
Economic Development Tools in Today's EconomyMembers only Login
Margaret Comey and Gregory Daniels from Squire Sanders discuss the many development finance tools available in Ohio. This presentation includes tools, legal basis, and case studies.
State Tax Credits: Unique Programs for EDMembers only Login
Robert Heard with Cimarron Capital Partners discusses unique ways to use state tax credits in order to create and incentivize an innovation industry.
PEW: Evaluating State Tax IncentivesMembers only Login
Pew Center on the States evaluates how states across the country are effectively spending money to spur growth and jobs. Pew emphasizes the importance of regular program evaluation and comparative research.
New Markets Tax Credit Progress Report 2012Members only Login
The New Markets Tax Credit Coalition provides their annual report, including a CDE survey, 2011 activity, and case studies, on the NMTC program.
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...
Case Study: Zen Cha Tea SalonMembers only Login
Finance Fund provided this case study for Silk Road International's Zen Cha Tea Salon, which received two New Markets Tax Credit loans.
The Latest in Housing Authority Energy FinanceMembers only Login
This presentation from a Ballard Spahr Housing webinar covers a number of federal programs that can be used to finance energy efficiency in housing, including HUD incentives, energy tax credits, and tax-exempt bonds.
Annual Report on the Economic Impact of the Federal Historic Tax CreditMembers only Login
This third annual report published by the Historic Tax Credit Coalition discusses the program's $99.2B cumulative economic impact and includes detailed project case studies.
Federal Tax Incentives for Rehabilitating Historic Buildings: Statistical Report and Analysis for FY 2011Members only Login
This report from the U.S. Dept. of the Interior provides a thorough review of the performance of federal historic tax incentives, including project activity, case studies, and state programs.
Tax Credit Finance ProjectsMembers only Login
This presentation by Steve Strnisha of Project Management Consultants provides three examples of projects financed with the aid of tax credit programs.
Combining and Leveraging TIF with Other Tools Members only Login
Laura Radcliff from Stifel Nicolaus & Company give this presentation about the Grand Center Mid-Town Arts and Education District in St. Louis, Missouri. Discussion includes information about how New Markets Tax Credits were combined with TIF to...
Case Study: Whispering Hills
This project summary by Lancaster Pollard details how USDA Section 538 loans were used in conjunction with Low-Income Housing Tax Credits to finance a housing renovation.
Tax Credit Finance Reference Guide
Written in conjunction with Ice Miller LLP, the Tax Credit Finance Reference Guide examines how to effectively apply tax credits to development opportunities, and explains the basics of tax credits and the fundamentals of using these tools. In...
Multibank CDCs: Pooling Resources to Strengthen CommunitiesMembers only Login
This issue of Community Development Investments from the Office of the Comptroller of the Currency covers community development corporations (CDCs). Topics include tips for creating multibank CDCs, encouraging economic development, and project case...
Flexibility of New Markets Tax CreditsMembers only Login
Laura Vowell from US Bancorp Community Development Corporation gives this presentation demonstrating the variety of projects that could be funding using the New Markets Tax Credit Program. She explains how a small non-profit facility, historic...
Tax Credits in Combination with other ToolsMembers only Login
Jim Snyder from Ice Miller gives this presentation detailing how bonds and tax increment finance can be combined with tax credits. He reviews the basic rules governing the use of bonds and TIF, as well as gives examples of how Qualified Energy...
Twinning Tax‐Exempt Bonds with NMTCsMembers only Login
Neel Shah of Shah Capital Advisors gives this presentation explaining how tax-exempt bonds can be combined with New Markets Tax Credits. A case study example of a charter school in New York is discussed.
Historic Tax CreditsMembers only Login
Bill MacRostie from MacRostie Historic Advisors LLC gives this presentation with a general introduction to historic tax credits. He review the basic rules for using the credit as well as gives some case study examples.
Ohio Historic Preservation Tax CreditsMembers only Login
Mark Lundine from the Ohio Department of Development gives this presentation outlining Ohio Historic Preservation Tax Credits. He explains how the credit is structured and reviews some case study examples from across the state. He also discusses...
Tax Credits in Combination with Other ToolsMembers only Login
Kevin Gremse from the National Development Council gives this presentation discussing how federal tax credit programs can be combined to finance real estate developments. Two case study examples are discussed from Connecticut and New York, and the...
Case Study: The Reserve at 4th and RaceMembers only Login
This case study from Lancaster Pollard presents a multi-family building financing project that combined state and federal historic tax credits, FHA mortgage insurance, and a state asbestos abatement grant. The document provides information on the...
2011 Report on the Economic Impact of the Federal Historic Tax Credit
This report from a team of Rutgers University researchers examines the economic impact of the federal historic tax credit (HTC). Much of the attention in the report is devoted to the amount of money spent on, and because of, HTCs. Five detailed case...
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.
Innovation Finance Case StudiesMembers only Login
Mark Huston of Cimarron Capital Partners explains the Fund of Funds concept in this presentation. He looks at a variety of structures, and outlines in particular an angel network operated out of Marquette University in Wisconsin and the Arkansas...
Displaying 51 - 100 of 134 Previous | Next | New Search

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