Bringing Growth Plans to Fruition

 

Scarlet Oak Services


New Markets Tax Credits

 

The New Market Tax Credits (NMTC) program is a federally administered capital tool designed to attract impactful investments to low-income communities. Since its 2002 conception, the program has supported more than 5,300 projects totaling more than $50 billion. NMTC makes otherwise unviable projects economically viable, while rewarding economically and socially impactful projects within low-income communities. Learn more about qualifications.


Debt and Capital Consulting

 

Scarlet Oak Capital has a strong network of banks, CDFI lenders, historic and LIHTC investors, and various other financing partners. Depending on individual project needs, this collaborative network connects our clients and their broader financing needs to the capital and expertise necessary to bring their growth plans to fruition.


Financial Analysis

 

Scarlet Oak Capital provides rigorous financial and market analysis, drawing from a unique background in private equity/debt, real estate finance, and credit underwriting to anticipate and mitigate key risk factors while maximizing the financial benefit of high-impact projects to clients and communities. We serve operating and real estate businesses who represent dozens of different industries and sizes, ranging from startups to middle-market to large scale. Analysis includes proformas, break-even/feasibility analysis, growth strategies, cash flow analysis, valuation, etc.


Incentives

 

Utilizing powerful incentives programs like New Markets Tax Credits, Historic Tax Credits, Opportunity Zones, and other state and local tax incentives, Scarlet Oak connects capital to clients and communities. Through our financing networks, we are able to bring lenders to the table who embrace complex financing structures in order to complete projects in a manner that fully maximizes value for the projects we serve. Learn more about various incentive programs available.