In today’s business climate, attention to sustainability is not simply a PR tactic, but fundamental to a corporation’s long-term success. Investors are demanding that public companies produce a sustainability report or a social impact report for shareholders. Companies now recognize the need to develop robust sustainability programs to attract and retain quality employees, satisfy investors and clients, to assure long-term sustainable growth and profitability.
Historically, companies have been dismissive of implementing sustainability initiatives because they were viewed through a short-term lens of immediate valuation. Now, it’s vital to align corporate dollars with value preferences to better position a company for long-term success. While most businesses are very conscious of maintaining adequate cash flow reserves in the economic and political uncertainty that follows the Covid-19 pandemic, they cannot afford to make wild expenditures to support their sustainability plans. Monarch Private Capital’s investments enable corporations to redeploy dollars earmarked for federal and state estimated taxes towards investments in funds that address their sustainability objectives, satisfy their tax obligations and provide positive financial returns. Monarch’s funds allow corporations to derive sustainability benefits and generate positive financial returns by utilizing capital that has already been allocated for state and federal tax payments.
Corporations should welcome opportunities to optimize their capital usage by directing funding to investments that can narrow the affordable housing gap, preserve historic buildings, and create a more sustainable future. Capital and margins are tight with most companies. Directing capital earmarked for state and federal income taxes towards sustainability optimizing investments benefits your company, your community, and your stakeholders.
Find out how to direct capital, earmarked for state and federal income taxes, towards optimizing investments that benefit your company, your community, and your stakeholders.
Corporate Investment Opportunities
Monarch develops customized structuring solutions enabling companies to participate in defining fund parameters to meet their unique financial, tax, and treasury objectives. With sufficient notice, interest and commitment, our acquisitions team can secure credits in these areas.
Federal or State | Tax Credit Programs | % Corporate Tax Liability Offset | Transfer Process | Satisfies ESG Criteria |
---|---|---|---|---|
Federal | Historic Rehabilitation | 75% | Allocable | Yes |
Federal | Low Income Housing | 75% | Allocable | Yes |
Federal | Energy Investment | 75% | Allocable | Yes |
Alabama | Historic Rehabilitation | 100% | Allocable | Yes |
Arkansas | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Arkansas | Low Income Housing | 100% | Allocable | Yes |
California | Entertainment | 100% | Transferable | |
California | Low Income Housing | 100% | Allocable & Transferable | Yes |
Colorado | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Colorado | Low Income Housing | 100% | Allocable | Yes |
Connecticut | Entertainment | 50-55% | Transferable | |
Connecticut | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Delaware | Historic Rehabilitation | 100% | Transferable | Yes |
Georgia | Entertainment | 100% | Transferable | |
Georgia | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Georgia | Low Income Housing | 100% | Allocable | Yes |
Hawaii | Low Income Housing | 100% | Allocable | Yes |
Illinois | Entertainment | 100% | Transferable | |
Illinois | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Illinois | Low Income Housing | 100% | Transferable | Yes |
Illinois | Hospital | 100% | Transferable | Yes |
Indiana | DINO | 100% | Allocable | Yes |
Indiana | Redevelopment | 100% | Transferable | Yes |
Iowa | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Kansas | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Louisiana | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Maryland | Historic Rehabilitation | 100% | Allocable | Yes |
Massachusetts | Entertainment | 100% | Allocable & Transferable | |
Massachusetts | Historic Rehabilitation | 100% | Transferable | Yes |
Massachusetts | Low Income Housing | 100% | Allocable & Transferable | Yes |
Minnesota | Historic Rehabilitation | 100% | Allocable | Yes |
Mississippi | Historic Rehabilitation | 100% | Allocable | Yes |
Missouri | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Missouri | Low Income Housing | 100% | Allocable & Transferable | Yes |
Montana | Entertainment | 100% | Transferable | |
Montana | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Nebraska | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Nebraska | Low Income Housing | 100% | Allocable | Yes |
Nevada | Entertainment | 100% | Transferable | |
New Jersey | Entertainment | 100% | Transferable | |
New Jersey | Grow NJ | 100% | Transferable | Yes |
New Jersey | ERG | 100% | Transferable | Yes |
New York | Historic Rehabilitation | 100% | Allocable | Yes |
New York | Low Income Housing | 100% | Allocable | Yes |
North Carolina | Historic Rehabilitation | 100% | Allocable | Yes |
North Carolina | Energy Investment | 50% | Allocable | Yes |
Ohio | Historic Rehabilitation | 100% | Transferable | Yes |
Oklahoma | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Oklahoma | Low Income Housing | 100% | Allocable & Transferable | Yes |
Pennsylvania | Entertainment | 50% | Transferable | |
Pennsylvania | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Pennsylvania | R&D | 75% | Transferable | Yes |
Rhode Island | Entertainment | 100% | Transferable | |
South Carolina | Abandoned | 100% | Allocable | Yes |
South Carolina | Historic Rehabilitation | 100% | Allocable | Yes |
South Carolina | Low Income Housing | 100% | Allocable | Yes |
South Carolina | Mill | 100% | Allocable | Yes |
Texas | Historic Rehabilitation | 100% | Allocable & Transferable | Yes |
Virginia | Historic Rehabilitation | 100% | Allocable | Yes |
West Virginia | Historic Rehabilitation | 100% | Allocable | Yes |
Wisconsin | Historic Rehabilitation | 100% | Transferable | Yes |
Wisconsin | Low Income Housing | 100% | Allocable | Yes |