Who we are

The TCIS team is comprised of a multi-disciplinary group of professionals including CPAs, financial analysts and other professionals with real estate, banking and public-sector experience.

Working with commercial real estate, compliance, and corporate tax personnel, TCIS provides advisory services related to equity market conditions, investment options, investment due diligence, regulatory requirements, and investment impacts to financial statements.

TCIS also provides advisory services focused on best practices in due diligence, asset monitoring, and counter-party risk management, which result in improvements to community investment strategies, policies and procedures, legal documentation, and investor reporting.

Best-practice insight for housing credit properties

Working with commercial real estate, compliance, and corporate tax personnel, the TCIS team helps developers and investors of housing credit properties understand equity market conditions, investment options, investment due diligence, regulatory requirements, and investment impacts to financial statements.

Composed of a multidisciplinary group of professionals including CPAs, financial analysts, and other professionals with real estate, banking, and public-sector experience, TCIS also helps improve community investment strategies, policies and procedures, legal documentation, and investor reporting. Services are focused on developing best practices in three key areas: due diligence, asset monitoring, and counter-party risk management.

A trusted industry source for housing credit analysis

TCIS consults with and provides industry data and insights for stakeholders including the U.S. Government Accountability Office and numerous investors, syndicators, and developers. The team’s projects have included:

• Producing a bi-monthly “Housing Tax Credit Monitor” for the National Housing & Rehabilitation Association’s Tax Credit Advisor magazine, reporting housing tax credit equity market trends and pricing

• Developing the Portfolio Performance Indicator (PPI), the nation’s first interactive platform for housing credit property operational and performance data

• Authoring over 600 investment due diligence reports for tax credit investors 

• Providing multi-investor, proprietary, and secondary market transactions analysis

• Designing the industry’s first and leading third-party application that automates the proportional amortization method for housing tax credit investments

Our full range of TCIS services