Meridian Investment’s 40+-year history with over $6 billion in energy financing and $15 billion in low income housing financing has included many unique transaction structures and long-term financing programs for project sponsors.

• 1988: Meridian Investments developed the post K-1 investment tax payment system to help low income housing developers attract institutional investment in the LIHTC using this risk-sharing structure.
• 1991-Present: Meridian Investments has served as the exclusive placement agent for the Section 42 tax credit investment programs of three respected industry sponsors and has supported the construction of approximately $15 billion in multifamily and elderly affordable housing.
• 1992-1993: Meridian Investments pioneered the development of the first guaranteed yield tax credit products in a $220 million syndication sponsored by AIG-SunAmerica (Broad Inc.). This structure was instrumental in broadening the Section 42 tax credit marketplace to appeal to new institutional buyers.
• 1995: Meridian helped pioneer the secondary market for LIHTC investments and served as the long-term exclusive representative for a leading sponsor of Low Income Housing and Historic Preservation tax credits, and the second largest owner of multifamily housing in the United States.
• 1998: Meridian marketed $100 million of equity for the only affordable housing program offered with a yield guarantee by Fannie Mae.
• 2002: Meridian Investments raised capital to finance The Victor, a 341-unit multifamily luxury development along the Camden, NJ waterfront, using historic rehabilitation tax credit equity. This was followed in 2004 by an equity raise for Venice Lofts, a 128-unit waterfront multifamily development in Philadelphia, PA, also using historic rehabilitation tax credit equity.

Today, Meridian Investments serves as the placement agent for R4 Capital , a leading sponsor of affordable housing transactions.

Meridian is a founding board member of the Affordable Housing Tax Credit Coalition and subscribes to the best practices of this important industry group.