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No matter your project size, you can benefit from State and Federal tax credit programs for conscientious development:

Developers

Investors

General Contractors

LSPs and Engineers

Cherrytree Group: specialists in Federal and State tax credit syndication and brokerage.

Historic Properties

Low-income Housing

Renewable Energy

Clean-up of Contaminated Lands

What can Cherrytree do for you?

Analyze

Developers: we’ll show you the best path to maximize your tax credit eligibility — and demonstrate how to benefit even if you can’t use the credits yourself. Investors: we’ll arrange a partnership with a developer to reduce your tax liabilities.

Facilitate

We put together the package. With a thorough and up-to-date knowledge of the rules and regulations, we’ll make sure your pathway to success remains clear. Our syndication services are tried and tested, and are supported by a team of experienced professionals.

Asset Management

All application and compliance actions are undertaken by our office, leaving you free to do what you do best: work on your project. For investors, we’ll work with your CPA and/or legal team to structure the deal so it’s perfect for you.

Consult

You’re never alone in the process. Our team shoulders the burden, yet keeps you notified as to progress and milestones. And if you need advice on an existing tax credit project, we’re always happy to help.

How the Cherrytree approach differs from traditional methods of tax credit acquisition and investment:

Federal Tax Credits: Cherrytree has developed a first-in-the-industry platform to bring tax credits to individuals and closely-held companies. Our specialty is in creating and managing partnership funds that own projects generating $5 million or less in tax credits, depreciation and cash flow. These partnerships are ideal for non-institutional investors who have significant passive income to be able to properly use the tax credits.

State Tax Credits: For Brownfields and state historic property development we handle transactions of all sizes — including some of the largest state credits issued over the past few years. Our state tax credit investors include medium-size investors, large institutional companies, and multinational corporations.

Indemnification for Investors: Cherrytree offers an indemnification to tax credit investors in the event of a recapture of the tax credits — which operates as an important safeguard and comfort factor for our clients. Our indemnification is backed by an in-force insurance policy. To date we’ve never had a claim or loss.

Value for Investors: Recent IRR/ROI projections for our renewable energy partnerships and historic building partnerships show that when depreciation and cash flow are factored in, an investor’s net return will likely range from $0.51-$0.69 — extremely attractive for those investors who have incurred passive income tax liabilities.

Funding up to $10 million for developers: While we traditionally fund our programs internally, Cherrytree also has up to $10 million available for funding prior to the completion of investor commitment on large partnerships. This assists our clients in moving their programs along quickly and drives down the price in your favor.

Visit recent examples of successful tax credit programs.

The Cherrytree Team

At Cherrytree, a unique mixture of CPAs, attorneys, analysts and government affairs specialists work together to retrieve valuable tax credits for both developers and for individual investors. Our projects are spread throughout the United States. Here, two of our managers visit the site of a new tax credit-eligible development project in Boston.

We practice what we preach.

When the Cherrytree team outgrew our headquarters in Newton Highlands (just outside of Boston), we didn’t just look for an office building. We searched for —and finally found — a wonderfully historic structure, conveniently located in the Auburndale neighborhood of Newton. The building needed much work, but we used our tax credit expertise to benefit from Federal tax credits for historic renovation, and are in the beginning stages of planning renewable energy systems which will yield even more tax credits. It’s a microcosm of what we accomplish for our clients every day, and we’re proud to be able to preserve a beautiful building in the Greater Boston community.

Learn more:

We’ve developed the platform that gives you the same advantages gained by the nation’s largest companies and real estate developers.

Developers

Investors

General Contractors

LSPs and Engineers