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ESG and Sustainable Initiatives

Values-driven investing has been on the rise over the past few decades as the benefits of sustainability for the environment and society have become more prominent.  Values-driven investors seek to align their portfolios with their personal beliefs.

The US Government offers Tax Incentive Programs through the Internal Revenue Code (IRC) which allow it to direct private sector investment.

 

Many such programs are Environmental, Social and Governance Responsible, with sustainable goals that include; conservation of land, development of clean energy and enrichment of underprivileged communities.

Environmental

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Is the company investing in energy efficient and sustainable solutions?

Social

 

Does the company promote social equality and improved living standards?

Governance

 

How are the companies being managed and do they stand behind progressive change?

We are dedicated to the spirit and purpose of these incentives and the benefits they provide; continually monitoring for tax legislation changes and new opportunities for tax efficiency and sustainable investment.

Image by Nuno Marques
Clean Energy Initiatives

In an effort to further the advancement of ​environmentally friendly energy solutions, the government has provided Investment Tax Credits to those that use advanced technologies to produce clean energy.

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Real Estate Development with Conservation Option

We work with program sponsors that own large parcels of land across the United States.  As part of their programs, sponsors propose several options to be voted on by investors, which will direct how the land will be used. 

River
Image by Timothy Eberly
Renovated Building

Private Placement

Pass Through Benefits

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Real estate and other capital investment programs offer the ability to depreciate or immediately expense property, equipment and other items.  In most cases this may be deducted against income generated by the asset, program or even ordinary income.

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A unique attribute of private placements and limited partnership programs are their ability to pass through these benefits to their investors.

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