Tax-Efficient Investment Solutions
Facilitating Projects for Tomorrow with the Goal of Optimizing Returns Today
What Is Ryan Tax Capital?
The combination of the green energy revolution, the Inflation Reduction Act, and the rise of alternative asset managers has created new opportunities to bring forth creative partnership structures that aim to underutilize capital assets to increase the value of renewable energy tax credits. These structures leverage tax legislation in an attempt to identify opportunities that bring together investors and developers.
Ryan Tax Capital (RTC) bridges the direct connection between sponsors of projects and investors looking for a vehicle to achieve rapid and structured returns in alternative investments that benefit the communities in which RTC operates. RTC facilitates bespoke, integrated, and tax-efficient financing structures, and these solutions strive to benefit both sponsor and investor through the execution of specific tax legislation within the Internal Revenue Code, in an attempt to drive improved returns for investors and efficient monetization strategies for the sponsor.
Projects such as hydrogen pipelines may be eligible for green energy credits.
We Are Not Like Other Brokerage Services
Tax-efficient investment is our sole business and our core competency. Our goal is to utilize our tax experience to vet projects and validate, indemnify, and maximize tax credit opportunities, which in turn improves investment returns. RTC sources projects and investors through our vast network of sponsors where we aim to build financing structures with the primary objective of providing investors a platform to achieve specific investment objectives that drive liquidity for sponsors and free up capital for continued growth across project portfolios.
Areas of Focus
Renewable energy projects, such as solar panels and wind turbines, may be eligible for green energy credits.
Tax credits are available to preserve historically important buildings, either through renovation, conversion, or a combination of both.
Federal and local tax credits are available to support investment in low-income housing and communities.
Custom Green Energy Funding
Designed for Investors Today and Our World Tomorrow
RTC seeks to deliver a bespoke financing solution delivering targeted returns for both investor and sponsor. We seek to overcome tax risk, operational risk, and execution risk through a vertically integrated structure with goals to improve returns for both investor and sponsor.
Investors
RTC supports the placement of investors into renewable energy projects that meet specific yield requirements. RTC services aim to support the full lifecycle of the investment, beginning with the modeling of investment objectives to meet desired returns over the life of the partnership:
Ensure sponsors have met the terms and conditions required to achieve desired returns- Manage all diligence and contract negotiation
- Procure a “Should Level” Tax Opinion around the partnership structure
- Review of sponsor-funding requirements and management of flow of funds
- Strive to monetize transferable tax credits as soon as projects are placed in service
- Oversee tax-related compliance for the life of the investment
Sponsors
RTC identifies investors to meet the capital requirements of the sponsor, including:
- Develop a bespoke financing structure
- Ensure credit-worthy investors with investment objectives align with sponsor objectives
- Efficiently manage diligence, contract negotiation, closing, and funding
- Strive to monetize transferable tax credits as soon as projects are placed in service
Historic Tax Credits
Rehabilitation Funding
RTC leverages local and federal tax law, advocacy, and funding sources to facilitate project development and economics.
Investors
RTC sources investment opportunities in historic rehabilitation developments that generate tax credit allocations and cash flow returns. Our services include:
- Sourcing investible projects which meet investment objectives
- Modeling of the investment profile of each project over the partnership lifecycle
- Facilitating the realization of tax credits and recapture risk mitigation while helping to ensure an efficient financing structure
Sponsors
RTC seeks to identify investors whose objectives align with sponsor goals. Our services include:
- Connecting investors with developers or master tenant partners whose goal is to generate historic tax credits on a rehabilitation project
- Supporting the recognition of the historic tax credits generated by the project, which helps to create security to attract investors
Low-Income Housing Tax Credit
Funding for Investment in Low-Income Communities
RTC leverages the availability of federal and local tax credits for the purpose of addressing affordable housing needs nationally.
Investors
RTC sources investment opportunities in low-income housing developments with the goal of generating stable returns. Our services include:
- Identifying viable projects that meet investor objectives
- Financial modeling of funding and returns for the life of the partnership
- Managing the exchange of tax credit guarantees with the goal of providing immediate financing to developers
Sponsors
RTC identifies investors seeking to utilize tax incentives to fund low-income housing developments.
- Identify funding opportunities to speed up development by contacting investors to discuss how gains can be achieved in exchange for immediate funding
- Seek to validate and maximize tax incentives to attract investors with immediately deployable capital
- Facilitate the development of low-income housing through the utilization of tax incentives
Our Leaders
Practice Leader, New York
Ian Boccaccio is the Practice Leader and a Registered Representative of Ryan Tax Capital. His role is to align investors with sponsors to maximize tax credit opportunities focused on green energy, historic tax credits, and funding for low-income communities. He is also the Principal and Practice Leader of Income Tax at Ryan in the New York office.
Director, Team Manager, New York
Michael Messina is a Director and Registered Representative of Ryan Tax Capital. Michael works with sponsors and investors to bring together partnerships that are based on the design of financial models reflecting the needs of all parties to a transaction. Identifying the right fit for each project and working with a multidisciplinary team of advisors and counsel to effectuate partnerships is the focus of Michael’s efforts at Ryan Tax Capital. Michael is also a Director of Income Tax at Ryan in the New York office.