Direct Access to NMTC Allocations
As a CDE, we engage directly in allocation rounds, helping position your project for success.
Five Points Strategic Advisors
711 Navarro St. | Ste 300-103
San Antonio, TX 78205
What is the New Markets Tax Credit (NMTC)?
The New Markets Tax Credit (NMTC) program is a powerful and complex financing tool. It’s designed to catalyze investment into low-income communities by offering tax-credit enhanced financing to project sponsors. Securing NMTC allocations requires strategy, preparation, relationships, and precise timing. Without the right strategy, businesses and developers risk missing out on critical financing that’s relevant to a site that’s ultimately selected.
We help you secure NMTC funding, structure it strategically, and navigate the process to maximize its financial impact.
A Certified CDE Led by an NMTC Industry Pioneer
The Five Points Advantage in NMTC Funding
As both a NMTC advisor and a Certified Community Development Entity (CDE), Five Points Strategic Advisors and Five Points Community Capital offers unmatched expertise in securing and structuring NMTC financing. Our team has been involved in the NMTC program since its inception, with a key leader who played a role in shaping the program from the beginning. This deep-rooted experience ensures that our clients receive insider-level strategic insight into how to maximize NMTC benefits.
With a limited NMTC funding window, early engagement is critical. Our team ensures your project is well-positioned, fully prepared, and strategically marketed to CDEs.
Our Four-Phase Process to Secure NMTC Funding
Accessing NMTC financing is highly competitive. Our proactive approach ensures your project is both eligible and highly attractive to CDEs allocating tax credits.
Laying the foundation
Education and Eligibility
- NMTC Education: Helping you understand program requirements, including community and financial impacts.
- Project Readiness: Ensuring compliance with eligibility criteria.
- Application Materials: Developing a strong project narrative, impact data, and financial model to attract CDEs.
Why This Matters: Well-prepared projects are more competitive when seeking allocations.
Matching Your Project with the Right CDEs
Solicitation of CDE Allocatees
- Outreach to Active CDEs: Identifying CDEs that align with your project’s mission.
- Strategic Positioning: Presenting your project as a high-impact investment.
- Preliminary Structuring: Aligning financial models to maximize credit value.
Why This Matters: CDEs select projects based on economic impact and financial feasibility. Early engagement ensures your project is top of mind when allocations are awarded.
Finalizing the Investment Process
CDE Allocatee Due Diligence
- Deep-Dive Review: CDEs assess project viability, community impact, and compliance.
- Investor and CDE Coordination: Aligning investor expectations with CDE priorities.
- Confirming Allocation Commitments: Ensuring NMTC awards are secured before final structuring.
Why This Matters: Due diligence ensures your project meets all criteria before moving to closing.
Closing the Deal
Negotiation, Documentation and Model Structuring
- Final Deal Structuring: Optimizing NMTC allocation within your capital stack.
- Legal and Compliance Documentation: Ensuring contracts meet IRS and CDFI Fund requirements.
- Closing and Fund Deployment: Securing final funding to launch your project.
Why This Matters: Proper structuring ensures you receive the full financial benefit of NMTCs while maintaining compliance.
Industries and Organizations That Benefit from NMTCs
We partner with developers, businesses, and community organizations to structure NMTC funding for projects that revitalize underserved areas and create economic opportunity.
If your project drives job creation and economic development in underserved communities, we can help you access critical funding.
NMTC Mapping Tool
Our interactive NMTC Mapping Tool makes it easy to check NMTC eligibility across the country. Simply enter your address or coordinates to view key data on NMTC census tracts, including CDFI NMTC Map overlays and other essential details. Designed with developers, community planners, and investors in mind, this tool simplifies access to crucial information from the CDFI Fund NMTC Mapping resources.
Ready to Secure NMTC Funding?
With a limited NMTC window, the best time to start preparing is now. Let’s discuss how we can position your project for NMTC success.