Tax-Exempt Bond & Capital Financing
Tax-exempt bond financing for CRE and multifamily sponsors — layered with CDFI capital and tax credits when the stack needs it — paired with the finance and accounting team to actually run the asset once the deal closes.
The Gap
A closing binder doesn't run the asset. Once the wire clears, most brokers move on to the next deal.
CDFIs, tax credits, and tax-exempt bonds each carry their own reporting and compliance load — one most sponsors weren't set up to absorb.
Covenant tracking, investor reporting, and portfolio accounting suddenly fall on a team that was never built for it.
How It Works
Before building this practice, I spent years at KeyBank, closing debt securities placements — including CMBS bonds — through KeyBanc, the firm's broker-dealer arm. That means these deals get structured by someone who's underwritten them from the lender's desk, not just brought a project to one.
Sourced and structured for eligible CRE and multifamily development projects — typically 100% financing, sometimes more, to help capitalize sponsor pursuit costs, with amortizations out to 40 years.
When a project needs an equity piece or a B-piece, financing gets layered creatively using community development finance organizations (CDFIs) and applicable tax credits.
Structured as a consulting engagement to the sponsor — aligned with your pursuit from term sheet through close, paid on success.
Through Abaci F&A, the same team can step in as your finance and accounting back office — covenant tracking, lender and investor reporting, portfolio-level accounting.
"Financing, plus the team that's still there once the deal closes — that's the part most brokers never offer."
What We Handle
How We Start
Your project, timeline, and where the capital stack currently has gaps.
We review project financials and qualification for tax-exempt bond treatment.
We structure the bond financing and layer in CDFI or tax-credit capital as needed.
We work alongside your legal and financial team through closing.
Abaci F&A steps in as your finance and accounting partner for the life of the asset.
Is This You?
Not a bridge loan — a structure built to hold for decades.
You need someone who can layer CDFI and tax-credit capital creatively, not just quote a rate.
Not just brokered them from the outside.
You want the same team in the room before and after the wire clears.
Our Story
I spent over 25 years in corporate finance, commercial real estate lending, and M&A — including placing debt securities, among them CMBS bonds, through KeyBanc, KeyBank's broker-dealer arm — before building this practice. That's the difference: I've underwritten these deals and sat on the lender's side of the table, not just brought projects to one.
Get In Touch
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Columbia, MD | Serving sponsors across the US