STRATEGY
- Invest in tax credit generating real estate.
- Implement integrated development and construction processes
- Focus on Historic Rehabilitation projects in tertiary Southeast markets
- Enhance returns with additional tax credit programs
INVESTMENT PARAMETERS
- <$30M total project value
- $1-$13M in available Tax Credits
- Tertiary markets in Southeast and Texas
- Adaptive reuse focused. Mixed-use multifamily and commercial assets
- Tax credit protected equity -- structured downside protection
SVP MODEL ADVANTAGE
- Heavy rehab properties – not simple fix and flip investments
- Projects require specialization beyond value-add real estate investing
- SVP’s Dedicated construction capability is a critical differentiator
- Returns generated by tax credits are shielded from performance of underlying asset
- Distressed properties + large rehab = high forced asset appreciation
- Equity protected tax credit structure combined with value-add upside creates embedded risk mitigation without sacrificing returns
- Properties often in disrepair and located in the heart of community downtown districts
- Revitalizing properties creates buy-in across city officials, citizens, and community financial institutions
- Enables and accelerates development approval milestones
- Longstanding tax credit program with eligible projects across the U.S
- Tax equity advantages increase with market and project size
