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Forum Journal (Winter 2014:): Sources of QEI Investment Dollars
 

Forum Journal (Winter 2014:): Sources of QEI Investment Dollars

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This document is enhanced content for "New Market Tax Credits: The Other Federal Tax Incentive for Preservation" by Anna Klosterman in the Summer 2013 Forum Journal ('Extra Credit' Rehabs). To learn ...

This document is enhanced content for "New Market Tax Credits: The Other Federal Tax Incentive for Preservation" by Anna Klosterman in the Summer 2013 Forum Journal ('Extra Credit' Rehabs). To learn more about Preservation Leadership Forum and how you can become a member visit: http://www.preservationnation.org/forum

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    Forum Journal (Winter 2014:): Sources of QEI Investment Dollars Forum Journal (Winter 2014:): Sources of QEI Investment Dollars Presentation Transcript

    • Winter 2014 Forum Journal: “New Markets Tax Credits: The Other Federal Tax Incentive for Preservation” Enhanced Content: CDE Survey of 2012 NMTC Activity: Sources of QEI Investment Dollars Source: New Markets Tax Credit Coalition, survey of NMTC allocatee activity January 1-December 31, 2012 $104,414,906 $76,097,678 $1,251,268,531 $288,282,702 Regulated Financial Institution Unregulated Financial Institutions Insurance Company $161,075,470 Other Corporate Entity (not listed above) $5,951,063 Individual Debt from the equity investor Charitable Organization Government Affiliated Entity Other $557,187,765 $5,679,853 $121,467,128
    • Source Regulated Financial Institution Unregulated Financial Institutions Insurance Company Other Corporate Entity (not listed above) Individual Debt from the equity investor Charitable Organization Government Affiliated Entity Other Amount $1,251,268,531 $121,467,128 $5,679,853 $557,187,765 $5,951,063 $161,075,470 $288,282,702 $104,414,906 $76,097,678 Percent 48.70% 4.70% 0.20% 21.70% 0.20% 6.30% 11.20% 4.10% 3.00% $2,571,425,096 100.10%