How%20Credits%20Become%20Capital:%20When%20and%20How%20to%20Syndicate%20

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How Credits Become Capital When and How to
SyndicatePutting together the Syndication
Dream Team
John Tess Heritage Consulting Group Historic
Rehabilitation Tax Incentive Specialists
Portland, Oregon, Philadelphia,
Pennsylvannia 503-228-0272
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Why do you need a Team

• Heightened sophistication of deals
• Competition for resources
• Time
• Credibility
• Specialties needed

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Who are some of the team players

• Developer
• Attorney(s)
• Accountants
• Preservation Consultant Other Consultants
• Contractor
• Architects and engineers
• Other Consultants

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Other possible team players

• Local review bodies
• Neighborhood
• SHPO
• NPS

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Result of Bringing the right team together
Peace of Mind

• Peace of mind in any historic deal because of the
  complexity of the process is attained by putting
  together the correct project team and early
  identification of issues early as well as
  continued team work throughout the project.

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John M. Tess Heritage Consulting Group 1120 NW
Northrup St. Portland, OR 97209 (503)
228-0272 82 Bethlehem Pike Philadelphia, PA
19118 jmtess_at_heritage-consulting.com www.heritag
e-consulting.com