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
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