We establish investment funds, invest in real estate projects that generate tax credits, and syndicate to investors—backing strong development teams in the Carolinas and nationwide.
Moxie Investment Funds provides equity and/or debt nationwide for real estate projects that generate federal historic rehabilitation credits, federal energy credits, and various state credits. We also provide equity to opportunity zone projects—and we've invested in dozens of South Carolina textile mill transformations.
Drawing on professionals throughout The Sherbert Group—involved in thousands of tax credit transactions over 30 years—Moxie works closely with sponsors to create high-performing real estate assets.
Our goal: invest over $1 billion over the next 10 years.
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Equity for the certified rehabilitation of historic structures—from the largest textile mills to landmark downtown buildings.
Capital for projects generating federal energy tax credits, tailored to each deal's structure and timeline.
Equity for a range of state programs, with particular depth in South Carolina—including textile mill and abandoned buildings credits.
Equity for qualified opportunity zone projects that pair strong economics with lasting community impact.
Debt that bridges committed tax credit equity and other credit-rated takeouts, keeping construction funded and on schedule.
Above all, we invest in people—experienced sponsors in well-established markets and areas poised for revitalization.
Moxie establishes investment funds that invest directly in real estate projects generating federal and state tax credits, then syndicates fund interests to investors. You get the credits and the economics; we handle underwriting, structuring, construction monitoring, and asset oversight.
Insurance companies, banks, and corporations use tax credit investments to manage tax liability while deploying capital into community-revitalizing real estate. We structure fund investments sized and timed to your tax position.
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Historic rehabilitation credits can offset passive income—a planning opportunity many families overlook. Our funds offer direct participation in tangible, professionally managed projects with measurable community impact.
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Bring tax credit strategies to your clients with a partner who speaks your language—founded by CPAs, backed by three decades of transactions. We support your diligence and keep you in the middle of the relationship.
Partner with MoxieIn tailoring funding specifically to each deal, our mission is excellent underwriting, financial structuring, construction monitoring, and operational oversight. Sponsors get a partner who has seen thousands of transactions—not just a check.
Rigorous, experienced evaluation of the project, the market, and the team.
Funding tailored to the deal—equity, debt, or both—structured to balance every party's needs.
Active oversight through the construction period to keep the project on track and on budget.
Continued asset-level attention after completion, so investments perform for the long haul.
We're actively deploying capital into tax credit real estate nationwide. Send us the deal — we'll respond quickly.
