Tax-Exempt Bond Structuring and Consulting 

Highlights of Services offered:
Tax-Exempt Bond, Taxable Bond, and
Conventional Mortgage Structuring and Consulting

  • Advice and counsel on the best type of equity/financing structure to meet the client's goals whether it is for: new construction, acquisition, rehabilitation, neighborhood redevelopment, long term hold, or a short term exit strategy.
     
  • Recommendations on amenities, market analysis, and financial feasibility analysis.
     
  • Strategies for achieving optimum cash flow through solid non-recourse conventional mortgages for non tax credit or non bond financed properties for financings or refinancings.
     
  • Recommendations on credit enhancement required for tax-exempt bond financing or refinancings, preliminary underwriting, tax-exempt bond structuring, production of the financial forecasts and debt schedules, and the assembly of the financial team.
     
  • Assistance and recommendations in the syndication of federal and state tax credits.
     
  • Recommendations on tax credit structuring and maximization of tax credit eligible basis.
     
  • Review of the terms of partnership agreements, bond documents, and tax credit applications to confirm consistency with the developmental forecast.
     
  • Assistance in the preparation of the tax credit application to be filed with the state issuer.
     
  • Participation in meetings, conference calls, sight visits, etc.
     
  • Monthly or quarterly comparison of financial statements to operating benchmarks.
     
  • Other consultation as requested.

 

 

© 2001 Van Patten & Company, LLC
All Rights Reserved

Upgrade your browser!
Click on headline to view
the full article.

US Flag
God Bless America
United We Stand
 

Home

About Us
- About the Firm
- Biography

Services
-
Mortgage Banking
- Structuring and Consulting
- Commercial Real Estate Brokerage
- Development
- Marketing Campaigns

 

Links
-
Municipal Bond Rates
- Treasury Rates
- Tax Credit Rates

Contact Us