Insights

Tax Credit Focus Boutique investment firm specializing in tax credit–enhanced real estate developments nationwide, presenting opportunities to collaborate on structured equity placements for historic rehabilitation, New Markets, and Low Income Housing Tax Credit projects.

Solid Fundraise Reported revenue in the high single to mid-teens millions with a track record of structuring, closing and funding tax credit equity exceeding a billion in development value, signaling capacity for larger or more complex deals and financing expansions.

Strategic Partnerships Maintains an established network of developers, investors and Fortune 500 clients across financial, insurance and retail sectors, offering access to diversified deal flow and potential co‑investment or advisory opportunities.

Tech Ready Uses widely adopted platforms (WordPress, Shopify/WooCommerce, Microsoft 365) and development tools, suggesting a receptive posture for proptech, compliance, and deal‑oriented software solutions to streamline origination, due diligence and reporting.

Growth Potential Small team footprint (2–10 employees) combined with a highly specialized tax credit business implies upsell potential in scalable services like asset management tech, data analytics, regulatory compliance, and expanded marketing to broad real estate developers nationwide.

Similar companies to Consortium Structured Investments

Consortium Structured Investments Tech Stack

Consortium Structured Investments uses 8 technology products and services including Open Graph, WordPress, Shopify, and more. Explore Consortium Structured Investments's tech stack below.

  • Open Graph
    Content Management System
  • Content Management System
  • E-commerce
  • E-commerce
  • jQuery
    Javascript Libraries
  • Typed.js
    Javascript Libraries
  • Microsoft ASP.NET
    Web Frameworks

Consortium Structured Investments's Email Address Formats

Consortium Structured Investments uses at least 2 email formats:
Consortium Structured Investments Email FormatsExamplePercentage
FirstLast@consortiumsi.comJohnDoe@consortiumsi.com
57%
FLast@consortiumsi.comJDoe@consortiumsi.com
43%

Frequently Asked Questions

What is Consortium Structured Investments's phone number?

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You can contact Consortium Structured Investments's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Consortium Structured Investments's official website and social media links?

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Consortium Structured Investments's official website is consortiumsi.com and has social profiles on LinkedIn.

How much revenue does Consortium Structured Investments generate?

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As of November 2026, Consortium Structured Investments's annual revenue is estimated to be $10M - $25M.

What is Consortium Structured Investments's SIC code and NAICS code?

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Consortium Structured Investments's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Consortium Structured Investments have currently?

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As of November 2026, Consortium Structured Investments has approximately 8 employees across 1 continents, including North America. Key team members include Office Manager: L. C. Explore Consortium Structured Investments's employee directory with LeadIQ.

What industry does Consortium Structured Investments belong to?

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Consortium Structured Investments operates in the Investment Banking industry.

What technology does Consortium Structured Investments use?

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Consortium Structured Investments's tech stack includes Open Graph, WordPress, Shopify, WooCommerce, Microsoft 365, jQuery, Typed.js and Microsoft ASP.NET.

What is Consortium Structured Investments's email format?

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Consortium Structured Investments's email format typically follows the pattern of FirstLast@consortiumsi.com. Find more Consortium Structured Investments email formats with LeadIQ.

When was Consortium Structured Investments founded?

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Consortium Structured Investments was founded in 2006.
Consortium Structured Investments logo

Consortium Structured Investments

Investment BankingNorth Carolina, United States2-10 Employees

Consortium Structured Investments is a boutique investment firm based in Charlotte, North Carolina, that originates, structures, and manages assets tied to tax credit-enhanced real estate developments nationwide. It relies on a network of industry experts to identify opportunities that can be tailored to criteria such as location, credit type, structure, yield parameters and risk profile. Its collaborative approach partners with real estate developers and investors to bring targeted developments to fruition.

The firm works on behalf of Fortune 500 financial, insurance and retail-oriented corporations to navigate tax credit programs across multiple jurisdictions. It engages with Federal Historic Rehabilitation Tax Credit, Federal New Markets Tax Credit, and Federal Low-Income Housing Tax Credit programs, along with state tax credit programs in Delaware, Massachusetts, Missouri, North Carolina, Ohio, Rhode Island, South Carolina, Virginia, and West Virginia. Based in Charlotte, the company maintains a small professional team focused on tax credit-driven real estate development initiatives nationwide.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2006
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Consortium Structured Investments's revenue is estimated to be in the range of $10M - $25M

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