Affordable Housing Investors Council

November Third Thursday: Capital Accounts: What Every LIHTC Investor Needs to Know

Date/Time
11/20/2025
4:00 PM - 5:00 PM Eastern
Event Registration
Event Type(s)
Virtual Event (All Members)
Event Description

Capital Accounts: What Every LIHTC Investor Needs to Know

Capital accounts are central to how LIHTC partnerships allocate tax credits and losses—but they’re often overlooked until they become a problem. This session demystifies capital accounts and highlights why they matter to investors, especially in bond-financed and acquisition/rehab deals where negative capital accounts can jeopardize credit delivery and trigger exit tax liability.
 
Topics include:
  • How capital accounts function in LIHTC deals and why they can hit zero
  • The risks unique to 4% bond deals, acquisition credits, and bonus depreciation
  • Structuring strategies to preserve investor capital accounts—such as minimum gain, 79/21 and de minimis rules, and special allocations
  • Practical implications for investor yield, credit pricing, and exit tax exposure

Open to Investor and Affiliate Representatives

REGISTER TODAY

Location
Setting: Live Virtual


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