The United States Government funnels billions of dollars into social programs but the funds available never seem to be enough. Therefore, the government has designed numerous programs to promote private investment to support public policy. These programs include the building of affordable housing (Low Income Housing Tax Credits – Sect. 42), renewable energy (Wind Energy Production Tax Credit – Sect. 45), historic restoration (Historic Rehabilitation Tax Credit – Section 47) and alternative energy (Synthetic Fuel Tax Credit – Sect. 29). Additionally, states have worked to either complement or fill the voids in the federal programs.

          Over the past 15 years, Craig Sheftell and Brandt Blanken of Fallbrook Capital have been working with many of the largest companies in the US to make tax incentive investments. During that time, Fallbrook’s investors have been able to lower their effective tax rates, increase their cash flow, increase their after-tax earnings, improve corporate image, etc… These investors include companies from all sectors including banking, financial services, retailers, health care, media and manufacturing.

          The future is brighter than ever for tax paying companies. The numerous programs available offer compelling economic and social incentives. Additionally, Fallbrook and its industry partners have developed structures to further enhance investment returns and reduce the risks of investment. We welcome your comments and questions and hope to provide you with an investment that meets or exceeds your desires and goals.