Investors
Advancing Impact Through Investment
We offer a number of tax-advantaged solutions to banks, financial institutions, and accredited investors depending on their tax position, investment suitability, and risk profile.
Investment Pathways
Bridge Lending
For our banking and other institutional partners, we offer two pathways to participate in the bridge lending activity we undertake: direct lending to the loan pool run by our CDFI (OPAL Community Capital), and.or participating in some of the larger bridge loans OCC originates.
Tax Credits
For our bank partners, corporate partners, and certain accredited individuals, we offer opportunities to reduce federal income tax liability and achieve other benefits over a five-year period through participating in Historic Tax Credit transactions. On a case-by-case basis, we are also able to provide reductions to state income tax liability in certain states where we are active (i.e., AL, NY, TX, and others).
Opportunity Zones
For our partners with capital gain events, we provide wraparound support in developing and implementing an Opportunity Zone investment strategy.
Private Equity
For our partners looking for the right combination of risk-adjusted returns and community impact, we offer a variety of direct and fund investment opportunities (from mezzanine debt to common equity).