Tax Credits Equity

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 US' Tax Credit Equity team 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), and other forms of socially-responsible tax credits (e.g., solar and wind developments). For tax credits, the firm executes a long-term strategy focused on quality, growth and sustainability.

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.