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.

Related Resources

Related Episodes

Tax & Treasury eBook

Download our eBook, co-sponsored by Monarch Private Capital on managing tax liability via tax equity investments and tax credits.

5 – Expanding the Use of Tax Credits

This podcast introduces the fundamentals of Tax Equity Investing for corporations with a focus on tax credits. Tax equity investing aligns the interest of state and federal government (housing, energy, economic growth) and business (support for ESG and increased economic value). In this session, Craig Jeffery the managing partner of Strategic Treasurer interviews George Strobel the head of Monarch Private Capital to explore the motivations of government and corporate participants and mechanics of tax equity investments.