WHO WE ARE

CohnReznick’s TCIS team provides the strategic advisory and due diligence needed for institutional investors  and other participants to confidently acquire and manage complex tax-advantaged and socially motivated investments. We deliver guidance rooted in deep experience, as well as due diligence and transaction services throughout the investment life cycle, from strategy development to project evaluation and long-term support.

TCIS brings together a diverse team of experts with backgrounds in financial analysis, real estate, and tax to enhance community investment initiatives.

Core TCIS services

  • Bespoke training and consulting

    Designed to enhance and deepen understanding of tax credit investments, industry best practices, and regulatory requirements.
  • Business process and policy optimization

    Implement industry-aligned improvements based on a comprehensive assessment of workflows, policies and procedures, and governance.
  • Investment and operational due diligence

    Rigorous evaluation of fund investment offerings and asset-level performance to support informed decision-making through a review of financial projections, partnership agreements, and third-party reports.
  • Portfolio analysis benchmarking

    Data-driven reviews using proprietary tools and industry benchmarks to assess yield, performance trends, and identify opportunities for optimization or strategic repositioning.
  • Transaction advisory and financial forecasting

    From structuring and underwriting to forecasting and exit strategy analysis, we leverage advanced financial modeling and deep market insight to maximize value and mitigate risk.
WHY COHNREZNICK?

Key Differentiators

Highly experienced team

A core team led by partners and directors each bringing over 20 years of industry experience.  Our deep bench has the industry expertise, strategic foresight, and tailored solutions to help investors, syndicators, and developers address the evolving challenges of affordable housing. 

Data-driven thought leaders

We are present in this dynamic space, leading advocacy initiatives and speaking at premier conferences, as well as deliver practical insights backed by thorough research.

Recognized authority

We protect deal quality upfront, leveraging our trusted industry insight gained from authoring over 3,000 due diligence reports on complex affordable housing transactions.

 

How do your properties stack up?

Leverage interactive operational and performance data for housing credit properties

Utilize reports and tool

OUR PEOPLE

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Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture.