What we do
Chase’s Historic Tax Credit (HTC) equity platform helps restore and preserve historic properties to strengthen and support communities across our national footprint. With direct federal and state Historic Tax Credit investments and a range of lending products, our goal is to bring simplicity to your complex financing challenges and make processes efficient and straightforward—helping you complete your historic renovation project faster.
Who we serve
National and regional real estate developers. Our HTC platform focuses on property types including multifamily market-rate and affordable housing, mixed-use buildings, offices, retail, community facilities, and selective hospitality and special-use facilities.
Know what you’re getting with our straightforward approach
When you’re restoring a historic building, the last thing you need to worry about is navigating an unclear process. We prioritize transparency with straightforward terms and fees, so what you’re quoted is what you get—no games or hidden costs.
Benefit from a relationship with a multifamily leader
Whether your apartment building is market-rate or affordable housing, you'll benefit from working with one of the largest multifamily lenders in the U.S. We bring deep industry expertise to renovations of historic apartment buildings.
A full-service treasury solution
Working hand in hand with you and your team, our Commercial Real Estate and Commercial Banking Treasury and Payments team takes a consultative approach to deliver solutions and assist your organization to maximize today’s opportunities. Our breadth of expertise spans all real estate types, the systems you use to manage your properties, and cash management, so you have the support of our entire team to help you achieve your long-term goals.
Gain access to the full depth of the firm
- Construction/permanent debt in select cases
- Direct federal HTC equity investments
- Direct state HTC equity investments in select states
- Nationwide service area
Related insights
Real Estate
Expanding affordable housing via agency lending
Dec 04, 2023
John Hofmann, Head of Agency Production, explains why off-balance-sheet financing is key to the future of affordable housing.
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What’s driving neighborhood retail’s success
Dec 01, 2023
As many employees continue working hybrid schedules, retail centers in densely populated urban and suburban areas are seeing a jump in sales—regardless of market conditions.
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2:45 - Real Estate
Sole purpose: An old shoe factory is helping grow a neighborhood
Nov 16, 2023
The Fortress has been a fixture in Milwaukee for over a century. And thanks to the Historic Tax Credit program, it’s ready for its next chapter.
Watch videoReferences
January 2013 - December 2022