Panel Preview: Tax Credit Equity Roundtable

  • What new and innovative tax credit deal structures emerged in 2014?
  • What are the most common deal terms required of investment committees?
  • What are some common underwriting differences between proprietary, multi-investor and direct investor LIHTC funds?
  • Who are the yield-driven investors in the market?What will 2015 bring?

Hear the answers to these questions and more at the Tax Credit Equity Roundtable on Thursday, February 20 at 3pm at the Ocean Reef Club. Ben Applegate (Applegate & Thorne-Thomsen) will moderate this 2015 NH&RA Annual Meeting session, and Laura Sheehan (Bank of America Merrill Lynch), Victor Sostar (First Sterling), Ronne Thielen (R4 Capital), and Craig Wagner (RBC Capital Markets) will share their experiences. The session will look at themes that have emerged in recent deals, including what terms investors are looking for and evolving state QAP requirements. The panelists will also explore challenges and opportunities in underwriting across geographic regions and new, diverse deal structures.

Developers, syndicators, lenders, and other tax credit professionals are invited to attend and bring questions to discuss with the panelists.

What:  Tax Credit Equity Roundtable

When:  Thursday, February 20 at 3:00pm

Where:  Reef Conference Center/Great Huron Hall at the Ocean Reef Club in Key Largo, FL

Click here to see the full agenda and register to join us.