Work 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

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

Client base includes affordable housing developers, CDEs, governmental entities, commercial real estate developers, housing authorities, and Fortune 100 financial service corporations

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 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

Supports client transaction due diligence across a variety of real estate asset types