Syndication, projections, structuring, financing, and due diligence for historic rehabilitation, affordable housing, energy, new markets, and opportunity zone projects.
Tax credit development is complex: multiple incentive programs, layered rules, investors, lenders, attorneys. Without assistance, the process can be confusing and ineffective. It pays to have expertise on your side.
Sherbert Consulting structures and closes as much as $1.5 billion of real estate tax credit projects annually across the country—with unmatched depth in North and South Carolina historic rehabilitation and textile mill projects. We work with the most significant investors, lenders, and attorneys in the industry, designing creative solutions to the obstacles unique to every deal.
Tell Us About Your Project
We've worked with all the major tax credit investors. We identify your project's economic benefits, match you with interested investors, and drive term sheets, structuring, and documentation to signature.
Value your credits
Solid projections are the road map to a clean closing. We refine budgets and pro formas, capture every program requirement, and keep projections current through closing, operations, and exit.
Start your projections
Multiple incentives, multiple parties, mountains of diligence—we navigate all of it, structuring transactions effectively and keeping every party aligned. Services tailored to your deal.
Discuss your deal
Much of the investor's equity often arrives only after completion. We work with select lenders to bridge committed equity and credit-rated takeouts so construction stays funded.
Explore bridge options
We connect you with national, regional, and local lenders interested in your project—then drive terms, structure, and documentation. Monthly draw coordination available.
Find the right lender
We know what investors and lenders expect—and where roadblocks hide. We assemble the cleanest possible diligence package and maintain it online for approved parties.
Submit your documentsWe start by understanding your project's potential and bringing the deal into shape—identifying applicable credits, estimating benefits, and refining the budget and pro forma.
We prepare comprehensive projections for the tax credit investment and structure the transaction to balance the needs of investors, lenders, and the development team.
With diligence in order and every party aligned, we pave the way to a more efficient closing—coordinating bridge financing and construction draws where needed.
After closing, we hand off seamlessly to our partner CPA firm for ongoing tax and audit needs—and update projections as actual results come in.
The federal historic tax credit (HTC) provides a 20% income tax credit for the certified rehabilitation of historic buildings. Many states—including South Carolina and North Carolina—layer additional state credits on top, meaning a well-structured project can recover a substantial share of qualified rehabilitation expenses.
As early as possible—ideally before you finalize your development budget. Early engagement lets us shape the deal structure, estimate credit amounts, and identify investors before costly assumptions get locked in.
Yes. Historic credits are frequently paired with state credits, opportunity zone benefits, energy credits, or new markets tax credits. Layering programs is where experienced structuring matters most—and it's our specialty.
Every engagement is tailored to the project. Submit your project details and we'll provide a free initial assessment of the credits available and what our involvement would look like.
Tell us where your deal stands. We'll tell you how to get it to the finish line—starting with a free assessment.
