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Tax-Credit Investment & Syndication Insurance: Closings and Portfolio Services
RENEWABLE ENERGY

Traxler & Tong, Inc. provides post-closing insurance due-diligence services on more than 700 Renewable Energy Tax Credit properties across the country. Using our proprietary tracking software, we monitor insurance for the life of each investment, better assuring it renews without lapse and continues to adhere to the requirements established at closing. Monitoring insurance on an on-going basis prevents lapses in insurance or material changes to coverage that otherwise might not be discovered until a loss occurs or until bring-downs are done. A more economical alternative to – or important addition to – the standard bring-down process, Traxler & Tong, Inc. will work with your pre-closing insurance consultant to understand each project’s requirements and monitor your insurance accordingly.

Asset-Based Lending Insurance: : Closings and Portfolio Services

OUR SERVICES

TAX-CREDIT INVESTMENT/
SYNDICATION DUE-DILIGENCE

 

Traxler & Tong. provides a turn-key solution for financial institutions who want to ensure the highest level of insurance due-diligence for their investments. We work with our clients in developing prudent insurance standards, and provide all aspects of the insurance review requirement, including working with the owning entity’s insurance provider for timely receipt of documentation. When completed, we provide thorough and accurate review documentation. We also provide portfolio maintenance monitoring throughout the life of the investment to assure our client’s assets are insured as required.   

 

We specialize in working with investors in Low-Income Housing Tax Credits (LIHTC), Section 42 affordable housing, Federal and State Historic Tax Credit projects, and New Market Tax Credit (NMTC) investments.  T&T has extensive knowledge of the often complex financial structures as they relate to insurable risk.  We help to facilitate a smooth and efficient closing process and provide insurance portfolio monitoring on thousands of affordable housing properties.

LENDER DUE-DILIGENCE

 

Traxler & Tong provides a turn-key solution for lenders who want to ensure the highest level of insurance due-diligence for asset-based lending (particularly commercial real estate). We work with our clients in developing prudent insurance standards, and provide all aspects of the insurance review requirement, including working with the borrower's insurance provider for timely receipt of documentation. When completed, we provide thorough and accurate review documentation. We have extensive experience with traditional lenders, conduit lenders, and DUS lenders working with Fannie Mae and Freddie Mac.

Renewable Energy Insurance: : Closings and Portfolio Services

TRAXLER & TONG, INC.

 

Lender and Investor Insurance Consulting: Closing, Funding, Portfolio, Transaction Management
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