Fallbrook is a leader in tax equity investments

We efficiently structure transactions, placing an emphasis on risk mitigation.

We stay involved throughout the entire investment process from evaluation to exit, providing project advisory, investment management, and asset optimization services.

Fallbrook provides unique investment banking services to both investors and sponsors of tax incentive projects.

Our strength is our knowledge of diverse industries, our relationships stretching three decades, and our special attention to clients' needs.

Our Services


  • Financial analysis and advisory
  • Deal structuring
  • Investment placement
  • Transaction support
  • >> RFP Services


  • Investment identification
  • Investment analysis
  • Deal structuring
  • Due diligence
  • Transaction facilitation
  • Ongoing advisory services

Representative Federal Programs


State tax credits are generally certificated and are available through our affiliate >> Fallbrook Credit Finance

  • Low Income Housing Tax Credits
  • Historic Rehabilitation Tax Credits
  • Energy Tax Credits
  • New Markets Tax Credits

Contact Us

Please fill out our online form to have us contact you directly.

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