SDS Advantage:
Securing NMTC Financing
Tapping Below Market Capital to Fund Your Projects
SDS Advantage >> Securing NMTC Financing
Financing Growth and
Impact with NMTC
SDS Advantage’s team has over 100+ years of combined experience. We structure below-market financing solutions for businesses and community-serving organizations leveraging the New Markets Tax Credit (NMTC) program. With NMTC, eligible projects can secure subsidies equal to 20–25% of project costs, typically delivered in the form of interest-only and forgivable loan.
We offer competitive pricing that keeps more capital in your project so you can maximize the benefits of the NMTC program.
With SDS Advantage, you’re not just accessing capital—you’re gaining a trusted partner dedicated to helping you fund projects and deliver lasting impact.
$5.6 Billion
NMTC Project Costs Financed through SDS NMTC support
150+
NMTC deals closed
450+
NMTC contacts in our network
60+
Bank relationships to help identify and secure Leverage Loan financing
NMTC FINANCING FOR YOUR PROJECT
SDS is Here to Secure Your NMTC Financing
SDS specializes in positioning projects such that they can secure New Markets Tax Credit (NMTC) financing. We make the complex simple through our expertise and expansive network of relationships that are required in to secure NMTC allocation and close the transactions. We provide a comprehensive, transparent, cost-effective and efficient process for your NMTC needs:
- Educate your internal team relative to NMTC financing, tailoring a solution to your project
- Create the necessary marketing materials to NMTC Allocatees/CDE lenders
- Develop the structure of the transaction and assist with assembling a team of top legal and CPA counsel required to close the transaction
- Present the opportunity to the tax credit investors in the industry
- Negotiate terms with CDEs and tax credit investors
Lead the full closing process – from start to finish - Handle NMTC compliance reporting for 7-year investment period
SDS is your partner – guiding you through the process and leading the key steps to move your financing to the finish line.
NMTC BUSINESS TYPES
The program is very flexible in terms of the assets it can finance. The projects must have a direct and substantial benefit to the low-income employees, residents, or community they are serving:
OFFICE/RETAIL/
HOSPITALITY
MANUFACTURING
{Industrial, Cooperatives)
COMMUNITY FACILITIES
(Healthcare, Education, Museum)
FOR-SALE OR FOR-RENT AFFORDABLE HOUSING
(Subject to 20% or more of revenue resulting from commercial activities)
IS YOUR PROJECT A FIT?
- The project must be in a qualified census tract or be qualified under the Targeted Populations rule.
- Investment can be either a real estate project or an operating business.
- Use of funds can vary from real estate construction, equipment purchase, working capital, or inventory.
SDS ADVANTAGE IMPACT
20+ Years
of NMTC experience
$2.7 Billion
in impact investments under management
$750 Million
in NMTC allocation by our own NMTC awardee, National New Markets Fund.
Unlocking opportunities for community growth, the New Markets Tax Credit is a powerful tool that helps revitalize underserved areas by attracting capital investment. By partnering with SDS, businesses can leverage this program to drive positive change, create jobs, and stimulate economic development where it’s needed most.
