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New Markets Tax Credit Consulting

CDE Compliance

Enterprise works with CDE clients to identify, understand and meet the compliance requirements of the NMTC program. We can assist the CDE with:
  • Training in compliance requirements
  • Maintaining appropriate records
  • Testing and monitoring allocation agreement and IRS regulatory compliance
  • CDFI Fund reporting
  • Investor and board reporting

Investment Fund Management 

Enterprise provides investment fund management services to investors and CDEs utilizing leveraged transaction structures, including:
  • Accounting
  • Loan servicing
  • Reporting
  • Monitoring the CDE's NMTC and transaction document compliance

Year 7 Exit Strategy

Enterprise can assist with unwinding NMTC transactions at the end of the compliance period.
© 2013 Enterprise Community Investment, Inc.
We are Enterprise. Our family includes Enterprise Community Partners, Inc, a national Section 501(c)(3) charitable organization that provides expertise for affordable housing and sustainable communities. Debt and equity financing for affordable housing is offered through our tax-exempt subsidiaries, Enterprise Community Loan Fund, Inc. and Enterprise Community Investment, Inc. Housing development and asset management services are offered through for-profit members of our family of companies, Enterprise Homes, Inc. and Enterprise Community Asset Management, Inc. Multifamily and commercial real estate financing is offered through Bellwether Enterprise Real Estate Capital, LLC. The content on this website reflects information about all of these entities. See our Terms of Use page for an explanation of how these different types of organizations are represented on this website.