NMTC Qualified Equity Investment Report
The CDFI Fund is pleased to be able to make available on its website the New Markets Tax Credit (NMTC) Qualified Equity
Investment (QEI) Issuance Report (Report). The Report identifies, among other things, each entity that has received
allocations of NMTCs; the total allocation amount received by each entity; the dollar amount of allocation authority that has
been issued to investors; the amount remaining to be issued to investors; and the predominant markets to be served by
each entity.
Users may download this Report and use either the Find toolbar or the Search PDF window to locate a word, series of
words, or partial word in the PDF document bearing in mind that it is case sensitive. Users may also find it useful to cross-
reference this Report with the Fund’s reports on States served by Allocatees for each round of the New Markets Tax Credit
Program. These reports are available in the New Markets Tax Credit Program section of the Fund’s website. The States
served reports allow users to quickly identify Allocatees serving particular geographic areas of interest that users could then
look-up in the QEI Issuance Report that lists Allocatees in alphabetical order. The Fund, on a monthly basis, will update the
Report based on information reported by Allocatees. Annually, after the Fund completes its competitive review process and
successful applicants are selected, the Fund will add those organizations selected to receive allocations of NMTCs to the
Report.
NOTES: 1.) Allocatee information reflects the most current information on file with the CDFI Fund as of the date reflected on
the QEI Issuance Report. Please contact the Allocatee-identified Contact Person to obtain up-to-date information. 2.) The
Total Allocation for Round 5 includes $9 million of NMTC allocation authority that was reclaimed by the CDFI Fund from two
prior Round 1 allocatees and subsequently re-allocated in Round 5.
Year
Total Allocation
Amount Finalized
Amount Committed
Amount Remaining
Summary By Rou