In this session of Cherry Bekaert's Strategic Financing Services webinar series, participants explore the fundamentals of the New Markets Tax Credit (NMTC) program and current trends shaping the NMTC marketplace.
The discussion begins with a review of core NMTC concepts, including transaction structures, Community Development Entities (CDEs), Qualified Active Low-Income Community Businesses (QALICBs), investor participation, and the role of the CDFI Fund. Speakers also examine how NMTC financing supports projects in low-income communities through flexible capital structures and community-focused investment strategies.
The session highlights two of the most active sectors in the NMTC industry today: manufacturing and healthcare. Viewers will learn about current allocation trends, project eligibility considerations, capital stack coordination, stakeholder alignment, job creation metrics, rural healthcare priorities, and factors that can improve a project's competitiveness for NMTC allocation.
Additional topics include project readiness, geographic qualification, community impact measurement, affordable housing considerations, hospitality projects, small business financing, and emerging priorities within the New Markets Tax Credit program.
Topics covered:
- New Markets Tax Credit (NMTC) program overview
- NMTC transaction structures and financing mechanics
- Community Development Entities (CDEs) and allocation trends
- Manufacturing project financing
- Healthcare and rural healthcare investments
- Capital stack development and stakeholder coordination
- Community impact and job creation considerations
- CDFI Fund priorities and program developments
- Affordable housing and specialty project considerations
- Project readiness and competitive positioning
This webinar was recorded as part of Cherry Bekaert's 2026 Strategic Financing Services webinar series.
