Episode 11

Understanding When Tax Equity Investments Matter

Building on podcast episode 5, we move from examining the tax credit side of tax equity investing to making more involved tax equity investments. This will explore some of the structures and participants across the tax equity landscape which includes affordable housing and environmental investing (renewable energy). In addition to the economic side of these investments, the discussion covers the environment, social, and governance aspects which are key drivers for many organizations.

Craig Jeffery, the managing partner of Strategic Treasurer, discusses these topics with George Strobel, the head of Monarch Private Capital.