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Key Characteristics

  • Sources, underwrites and manages real estate assets that qualify for low-income housing tax credits (LIHTC), and other forms of socially-responsible tax credits
  • Return on investment occurs through an allocation of tax credits and other tax benefits, and in some cases, cash flow, generated by the underlying real estate assets

Overview

Aegon Real Assets' Tax Credit Equity business leverages over 30 years of experience and the expertise of multiple disciplines to source, underwrite and manage real estate assets that qualify for low-income housing tax credits (LIHTC).

 

Return on investment, made either indirectly through a Fund structure or directly through separately managed account, occurs through an allocation of tax credits and other tax benefits, and in some cases, cash flow, generated by the underlying real estate assets.

 

We execute a long-term strategy focused on quality, growth and sustainability. Our LIHTC portfolio is comprised of over 400 partnerships across the US. Historically, we have helped created over 125,000 units of housing.*

 

US market diversification
Number of LIHTC units by state/territory*

 

LIHTC-Map-01.jpg

 

*Source: Aegon AM as of September 30, 2020