Tax Credit Investment Services
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
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.
Bespoke training and consulting
Designed to enhance and deepen understanding of tax credit investments, industry best practices, and regulatory requirements.
Key Differentiators
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.
TURN DATA INTO DECISION
2025 Affordable Housing Credit Study
Drawing from 30,000+ properties nationwide, the report highlights how affordable housing continues to adapt to shifting market dynamics.
Whether you're shaping policy, managing portfolios, developing housing, or leading community initiatives, this analysis equips you with the clarity and confidence to make informed decisions.
Related services
Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture.