Tax Credit Advisors
Built on Housing Insight

As part of the housing industry’s premier research firm, Zelman provides LIHTC Capital Raising, Secondary Sales Execution, and Portfolio Review expertise, driven by decades of LIHTC housing industry insight.

“We partner with Institutional Investors to meet their CRA and economic investment objectives through LIHTC, NMTC, Energy and State credit opportunities. Our process moves from origination and screening to execution and ongoing portfolio advisory.”

Laurie Schoenberg

managing director

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Tax Credit Advisory Services - LIHTC

  • Capital Raising for New Fund Issuance

    Our strong relationships across the institutional investment community provide direct insight into LIHTC investment opportunities. We focus on each client's fiduciary, tax, and regulatory objectives while recognizing the meaningful impact their affordable housing investments have on the communities and families they support.

  • Secondary Sales Execution

    We advise large institutional investors across the full secondary sales process, from evaluating their existing LIHTC investment portfolios to executing the secondary transaction.

  • Portfolio Advisory Services

    Leveraging decades of LIHTC deal-level experience, we advise clients on property credit risks and mitigation strategies.

Experienced Advisors in Investments and Tax Credits

Our deep relationships within the institutional investment community provide direct insight and understanding of LIHTC investment opportunities. We prioritize each client’s fiduciary, tax and regulatory goals while understanding the deep impact their investment in affordable housing has on the communities and families they serve.
  • Global & Regional Banks
  • Insurance Companies
  • Large-Cap Corporation
  • Institutional Asset Managers
  • Impact Fund Managers
  • Syndicators
Experienced Advisors in Investments and Tax Credits

Why Zelman

We bring housing-first expertise to LIHTC, combining Sector Research with LIHTC fund structuring and equity placement. Our approach aligns economic goals, CRA objectives, pricing discipline, and institutional execution, so decisions are clear, defensible, and timely.
  • Research-led advisory
  • Real-estate credit discipline
  • CRA-aligned structuring
  • Transparent pricing views
  • Institutional process & documentation
  • Independent perspective
$30B
Executed debt and equity LIHTC transactions
40+
Primary Sale 
Executions
15+
Secondary Sale 
Executions

Get in Touch

Led by Laurie Schoenburg, our LIHTC team has executed over $30 billion of completed transaction value across debt and equity capital markets with large institutional investors.

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Securities offered by Zelman Partners, LLC. Zelman Partners LLC is an affiliate of Zelman & Associates. Zelman Partners is a registered broker dealer and member of FINRA and SIPC.