Financing Partners:
New Markets Tax Credit Investors
The information below is based solely on information provided to Novogradac & Company LLP by the contact person. To be included in this list, please contact cpas@novoco.com.
| Investor Name / Contact Person |
Preferred Minimum Investment | Average Investment | Principal Financing Activity | Location Preference | Preferred Service Area | Specialization Area |
|---|---|---|---|---|---|---|
| Bank of America Merrill Lynch Leigh Ann Smith 980.386.3855 |
$2 Million | Varies | Real Estate/ Non-Real Estate |
Urban/Sub./ Rural
|
Operating Footprint | Community Facilities, Manufacturing, Performing Arts, Grocery-Anchored Retail |
| Chase Matt Reilein
312.336.5054 |
$2 Million | Real Estate/ Non-Real Estate |
Urban/Sub./ Rural |
National | Not-For-Profit Facilities, Manufacturing Facilities, Economic Development, Owner-Occupied Real Estate, Grocery Stores, Charter Schools, Food Banks, Health Clinics | |
| Citi Community Capital Gina Nisbeth
|
$3 Million | Varies | Real Estate/ Non-Real Estate |
Urban/Sub. | National | General |
| Farmers and Merchants Bank of LB Jeffery R. Spinelli-Faris 562.799.2011 |
|
Real Estate | Los Angeles & Orange County, California | |||
| SunTrust Community Capital LLC Eric Rosen 404.724.3634 |
$1 Million | $3 Million | Real Estate | Operating Footprint | Southeast & Mid-Atlantic States | General |
| U.S. Bancorp Community Development Corporation Matt Philpott 314.335.2621 |
$1 Million | $5 Million | Real Estate/ Non-Real Estate |
Urban/Sub./ Rural |
National | All |
| Wells Fargo Lee Winslett 619.699.3037 |
$1 Million | $4 Million | Real Estate/ Non-Real Estate |
Urban/Sub./ Rural |
National | General |