Historic Equity, Inc.

Mission

Historic Equity, Inc. ("HEI") provides a wide range of services to owners and developers of historic rehabilitation projects as a unique, substantive partner. HEI's service area includes every State in the US where Federal and State Historic Preservation Tax Credit programs are available. Since 2002, HEI has helped owners in over $300,000,000 of historic rehabilitation projects by providing consulting services and marketing available Tax Credits. Projects have been as large as $50,000,000 and as small as $250,000, but all helped preserve our architectural heritage and revitalize communities.

The scope of advisory services may include:

• Negotiation and brokerage of acquisitions through its affiliate, Estep Real Estate Services LLC ("ERES", a licensed Real Estate Broker)
• Selection an experienced professional team for historic rehabilitation projects
• Mathematical modeling of projects to assist the owner and its CPA
• Assist with acquisition financing, construction loans and permanent debt
• Assistance, or preparation and filing of Federal and State Historic Preservation applications, including photographs, Part 2 narratives, amendments, continuation sheets, and administration through Part 3 approval
• Assistance with owner's project document review related to historic tax credits
• Brokerage of transferable State Tax Credits

Would Historic Equity be beneficial to your project?

To evaluate the potential benefits that Historic Equity may provide your historic rehabilitation project, please CONTACT US.