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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: U.S. Dept. of Treasury CDFI Fund\Federal New Markets Tax Credits (NMTCs)
Displaying 1 - 50 of 114 Previous | Next | New Search
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...
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.
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.
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...
Minority and Women Entrepreneurs: Building Capital, Networks, and SkillsMembers only Login
In this report, the Hamilton Project recommends three policy proposals including: expand funding for the SSBCI program; increase and make permanent the NMTC; and new federal funding for local skills acquisitions programs.
NMTC Qualified Equity Investment Report - March 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.
NMTC Qualified Equity Investment Report - January 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.
NMTC Qualified Equity Investment Report: Oct. 2014Members only Login
This Report 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 that has been...
Sen. Coburn New Markets Tax Credits ReportMembers only Login
According to this report from Sen. Tom Coburn (R-OK), New Markets Tax Credits results in hundreds of millions of dollars in lost revenue to the U.S. Treasury. Big banks and wealthy investors are accused of benefiting from a tax credit program that...
U.S. Government Accountability Office New Markets Tax Credit UpdateMembers only Login
The U.S. Government Accountability Office assesses the transparency of NMTC financial structures and controls over the size of federal subsidies; the types and amounts of fees and other costs of the financial structures; the equity remaining in...
NMTC Qualified Equity Investment Report - August 2014Members only Login
Allocatee information reflects the most current information on file with the CDFI Fund as of the date reflected on the QEI Issuance Report.
New Markets Tax Credit: Creating Economic Opportunity in Rural AmericaMembers only Login
This report issued by the New Markets Tax Credit Coalition details how the New Markets Tax Credit (NMTC) has spurred private investment in rural communities around the United States. This federal tax credit has generated over $7 billion in...
NMTC Qualified Equity Investment ReportMembers only Login
This Report 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 that has been...
NMTC Progress Report 2014Members only Login
The New Markets Tax Credit Coalition provides their annual report, including a CDE survey, 2013 activity, and case studies, on the NMTC program.
Opening the Gateway to New Markets Tax CreditsMembers only Login
Gary Perlow provides an overview of the federal New Markets Tax Credit program. Perlow covers the program's purpose, industry acronyms, application process, deal structuring and much more.
Clean Energy for Resilient Communities: Expanding Solar Generation in Baltimore's Low-Income NeighborhoodsMembers only Login
Robert Sanders and Lewis Milford with the Clean Energy Group make a number of innovative recommendations for expanding the use of solar generation for community development, specifically in low-income neighborhoods in Baltimore, Maryland.
Resource Guide: New Markets Tax Credit ProgramMembers only Login
SB Friedman created a New Markets Tax Credit Program resource guide to help interested parties understand the fundamentals of the program, basic financing structure, leverage model and more.
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,...
New Markets Tax Credit Impacts: A Case Study in NCMembers only Login
This case study from Self-Help demonstrates how New Market Tax Credits have leveraged private investment and created catalytic impact in a previously disinvested, low-income community in Durham, North Carolina.
New Markets Tax Credits: Unlocking Investment PotentialMembers only Login
This Insights report describes the New Markets Tax Credit (NMTC) Program and the major considerations banks may need to address when using the tax credits to support community and economic development activities. The report examines the primary...
New Markets Tax Credit Data Release: 2003-2011 ReportMembers only Login
U.S. Treasury released data collected on New Markets Tax Credit (NMTC) investments across the nation through fiscal year 2011. The CDFI Fund requires all CDEs that have been awarded allocations to submit an annual report detailing how they invested...
CDFI Fund Bond Guarantee Program & NMTCsMembers only Login
Drew Marlar and Leslie Powell of Kutak Rock cover access to capital tools to drive business and industry investment throughout the state of Georgia with a primary focus on the CDFI Fund Bond Guarantee Program and New Markets Tax Credit programs.
New Markets Tax Credits: Innovative ApplicationsMembers only Login
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.
Introduction to New Markets Tax CreditsMembers only Login
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,...
CDFI Fund Year in Review 2012Members only Login
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...
New Markets Tax Credit Program OverviewMembers only Login
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.
NMTCs Promotion: Finance Federally Qualified Health CentersMembers only Login
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.
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.
CDFA - BNY Mellon Webcast Series: Will NMTCs Live Beyond 2012?Members only Login
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
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...
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.
NMTC Economic Impact Report 2003-2012Members 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.
A Smorgasbord of Innovative Financing ModelsMembers only Login
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 ReportMembers only Login
The CDFI Data Project released this 2008 fiscal report to the public. The report contains information regarding all CDFI programs and their performance.
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.
Displaying 1 - 50 of 114 Previous | Next | New Search

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