Marshall Phillips serves as the National Director of the firm’s Project Finance and Consulting practice. His career spans more than 20 years and includes deep experience in finance and accounting with a focus on sourcing equity and debt capital for real estate transactions. He has completed numerous engagements for operating companies. 

Marshall works with clients to structure real estate transactions that include the use of federal and state historic tax credit (HTC) programs, the Low-Income Housing Tax Credit (LIHTC), solar/renewable energy investment tax credits (ITC) and incentives, and the federal New Markets Tax Credit (NMTC) Program. His expertise includes working, sometimes simultaneously, with the tax equity investors, real estate developers, tax credit syndicators, and regulatory agencies to provide his clients with financially feasible and sound deals. His client base includes affordable housing developers, CDEs, governmental entities, commercial real estate developers, housing authorities, and Fortune 100 financial service corporations. He also works with a variety of state credit programs and oversees due diligence on behalf of tax credit investors and tax credit syndicators.

Commercial real estate advisory engagements led by Marshall include IRR track record, partnership cash waterfall and liquidation, as well as more complex financial models for data aggregation, Power BI based dashboard, and decision support analytics. Marshall supports client transaction due diligence across a variety of real estate asset types.

Education

MBA, Finance – Georgia State University

BA, Economics – Rollins College