Strategic Tax Credit Investments (STCI) was established in 2010 by David Robbins as an investment advisory, brokerage and consulting firm focused on affordable housing. Independently-owned, its two key principals have nearly 40 years of combined experience.
STCI represents a wide range of nationally recognized syndicators, from large institutions to boutique companies, both for-profit and nonprofit. For our syndicator clients, we help to educate prospective investors, raise equity, provide market data, and advise on strategic positioning and product development.
STCI's investor base is entirely institutional and ranges from banks of all sizes to insurance companies and other Fortune 100 corporations. In addition to assisting investors in identifying suitable fund sponsors and investment products, our value-added service includes; monitoring and reporting on supply and demand, pricing and returns, fund structures, secondary market transactions, legislative and regulatory changes, and other factors that may impact the industry.
We believe that fostering long-term partnerships, between our investors and a diversified base of fund sponsors, is the best way to meet our clients’ goals.
Through this robust platform, STCI has helped its clients invest more than $10 billion in federal and state low-income housing tax credit (LIHTC) equity transactions in both the primary and secondary markets.
As our sponsor base has grown and diversified, so too has the range of fund offerings and asset classes. While LIHTC remains the core of STCI’s business, several of our sponsors offer traditional cash-on-cash driven returns through affordable housing preservation (workforce housing) funds and renewable energy tax credit funds.
STCI is an institutional division of Compass Securities Corporation. Compass has been involved in the LIHTC industry since the program’s inception in 1986 through its registered representative, Beacon Hill Capital. Together, STCI and Beacon Hill Capital represent over 50% of the syndicated LIHTC equity market.