News

Roeder & Company Adds Sara Roeder as Vice President and Announces New Office Location

March 20, 2013

Roeder & Company is pleased to announce today that Sara Roeder has been named Vice President.  Sara has five years of underwriting experience in real estate and corporate finance, most recently working as the Senior Manager of Corporate Finance at Holiday Retirement, the largest provider of independent senior living in North America.  While at Holiday Retirement, Sara evaluated corporate finance alternatives including debt refinancing, equity placements, asset sales, and acquisitions for the entire portfolio of over 300 assets and regularly provided recommendations to company executives.  She also managed a portfolio of 39 independent living assets in the U.S. and Canada.  Prior to her role at Holiday Retirement, Sara was an investment banking analyst at Credit Suisse where she was responsible for building complex financial models and generating investor sales materials for debt and equity offerings in the real estate and hospitality sectors.

To accommodate its expansion, Roeder & Company has opened a new office in Portland, OR.  The new contact information is below.

Roeder & Company, LLC

13635 NW Cornell Road, Suite 200

Portland, OR  97229

Phone:  (503) 641-5457

 


October 19, 2012

Reynold Roeder Joins Union Gospel Mission Board of Directors

Roeder & Company is pleased to announce that its CEO, Reynold Roeder, has joined the Board of Directors of Union Gospel Mission (“UGM”).  “Roeder & Company and myself have been supporters of UGM since 2005 when UGM completed their building expansion using New Markets Tax Credit financing.  I appreciate the chance they have given me to play a greater role in their continuing success.  UGM clothes and feeds Portland’s homeless.  In addition, they provide addicts and alcoholics a chance to recover through UGM’s Life Change program”, said Reynold Roeder. 


October 2, 2012

Reynold Roeder Speaks at City of Beaverton NMTC Workshop

Mr. Reynold Roeder, CEO of Roeder & Company LLC was invited and spoke at the City of Beaverton NMTC Workshop on October 2, 2012.  Mr. Roeder presented the Lime Wind transaction and a brief overview of the Oregon New Markets Tax Credit program.


September 30, 2012

Enhanced Capital Partners and Roeder & Company Announce Available Oregon NMTC Allocation

Enhanced Capital Partners (“ECP”) and Roeder & Company announce the availability of $32 million in Oregon New Markets Tax Credit Allocation for Oregon projects.  ECP’s subsidiary community development entity, Enhanced Capital Development (“ECD”), has been awarded $32 million of allocation by Business Oregon, the agency of the State that administers the program.  ECD and Roeder & Company are currently sourcing Oregon transactions that are able to use $4 million of Oregon New Markets Tax Credit allocation, the program cap per transaction.   “We are seeing a growing interest in the Oregon tax credit as we continue to advise developers, for- and not-for-profit operating businesses, and others on the mechanics of the program.”  Interested parties should contact Mr. Reynold Roeder at 503-320-5540 or Mr. Richard Montgomery at 504-569-7904 regarding the applicability of Oregon NMTCs to their project or capital needs.


May 31, 2012

Roeder & Company Advises on Geothermal Purchase Power Agreement

Roeder & Company is pleased to announce that they have advised Lightning Dock Geothermal  HI-01 LLC (“Lightning Dock”) in connection with the negotiation and execution of a power purchase agreement with PNM Resources of New Mexico.  Lightning Dock is a 10 -15MW geothermal project located in southwestern New Mexico and is anticipated to produce clean renewable power for the state of New Mexico.  Lightning Dock is located in highly distressed rural census tract and is a subsidiary of Cyrq Energy, Inc. of Salt Lake City, Utah.  Nick Goodman, CEO of Cyrq stated, “Roeder & Company provided us with the resources we needed to drive the purchase power contract to a conclusion.  We are pleased to have completed such an essential milestone in the development of this project.”  Lightning Dock represents the first utility scale geothermal project in the State of New Mexico. 

For further information please call 503-320-5540.

 


August 6, 2012

Roeder & Company Advises Albina Equity Fund on 3MW Lime Wind NMTC Project

Albina Equity Fund I, LLC (“AEF”), a community development entity and subsidiary of Albina Community Bancorp, announced today the closing of an $8.4 million New Markets Tax Credit financing of Lime Wind, LLC’s 3 megawatt wind power project in Baker County, Oregon.  Roeder & Company served as advisor to AEF.  Cheryl Cebula, Chief Executive Officer of Albina Community Bank stated, “Roeder & Company was an essential advisor on this transaction.  They provided valuable guidance and experience related to negotiating, structuring, and closing the transaction.  Not only did they help us close the transaction, they also helped us set up compliance and reporting after the close.”  Roeder & Company advises on renewable energy and tax credit transactions. 

 


September 26, 2011

Roeder & Company Presents at Renewable Energy Conference

Roeder & Company, LLC was invited to present at the the In-Depth Tax Planning for Renewable Energy Projects conference sponsored by Electric Utility Consultants, Inc. ("EUCI") on September 26, 2012 in Chicago, Illinois.  Reynold Roeder made a presentation on the application of New Markets Tax Credits to the financing of renewable energy projects.  "Speaking at events like EUCI's provides an opportunity for Roeder & Company to illustrate to renewable energy developers how NMTCs can facilitate the financing of their projects.  Several developers have followed up seeking additional information", said Mr. Roeder. 

Roeder & Company provides financial counseling and other services to renewable energy devleopers with projects in low income communities.

For further information call 503-278-8019.


June 24, 2011

Robert McGill Joins Advisory Board

Roeder & Company welcomes the addition of Robert McGill to its Advisory Board.  Mr. McGill is the founder and CEO of Neighborhood National Bank, and serves on the board of the Community Development Banker’s Association, where he was previously the founding Chairman.  “Bob has substantial experience serving low income communities.  He gives us additional focus on the California market, and strengthens our national representation” said Reynold Roeder.  Bob will join Gary Neal, Matt Burton, Rob Adams, and Bob McKean on Roeder & Company’s Advisory Board.

 

For further information, call 503-278-8019.


December 14, 2010

Roeder & Company Advises Prudent Energy

Roeder & Company has provided financial advisory services and tax-advantaged structuring advice to Prudent Energy regarding its planned 600-kilowatt Vanadium Redox Battery (VRB™) energy storage system  (“VRB-ESS”) at one of the largest fresh-cut onion processing plants in the world.  The VRB-ESS will provide back-up power and energy storage for fuel cells running on biogas.

Tim Hennessy, President of Prudent Energy Systems stated “We are pleased to be working with such high quality partners such as Roeder & Company.  They were a valuable part of the team utilized to close this complex transaction.   We look forward to working with them on planned similar projects.”

Prudent Energy is the designer, manufacturer, and integrator of the patented VRB Energy Storage Systems (VRB-ESS™) – a large-capacity, long life, advanced energy storage system. With its US headquarters in the Washington, DC area, Prudent is deploying clean energy storage solutions for both kW-Class and MW-Class power applications throughout the world. Unlike other flow battery systems, the energy-holding electrolyte in Prudent’s VRB™ systems operates at room temperature and never wears out. In addition, customers only buy the capacity they need and can easily add energy and power in modular fashion, making the VRB-ESS™ an ideal choice for renewable energy resource integration, remote area power supplies, and smart grids. 

For further information call 503-278-8019.


May 10, 2010

Gary Neal Joins Roeder & Company, LLC Advisory Board

Roeder & Company announced today the appointment of Gary Neal to the Advisory Board of Roeder & Company.  Mr. Neal is the General Manager of the Port of Morrow, is an Appointee to the Board of the Oregon Infrastructure Finance Authority, and serves on the Board of Directors of the Bank of Eastern Oregon. 

"We met Gary as we were reaching out to the Morrow County and City of Boardman community regarding rural renewable energy projects in their community.  Gary was very helpful in hosting a meeting of local community leaders.  His Oregon contacts and rural community insights will enhance the effectiveness of Roeder & Company's efforts to finance renewable energy projects in a manner that is beneficial to local communities."

For further information call 503-278-8019.


September 29, 2009

 

Rob Adams Appointed to Utah Governor's Rural Partnership Board

 

Rob Adams, a member of Roeder & Company, LLC’s Advisory Board, was announced as an appointee to the Utah Governor’s Rural Partnership Board.  In this position, Mr. Adams will advise both the Utah Governor and the Utah Legislature on rural economic development and community planning issues.  Mr. Adams stated, “I am honored to have received this prestigious appointment and look forward to playing a role in devising the State of Utah’s policies involving rural community issues.”

 

Rob Adams was appointed as a member of Roeder & Company’s advisory board in May of 2009.  Roeder & Company has been certified as a community development entity by the Community Development Financial Institutions Fund, a department of the U.S. Treasury. 

 

For further information call 503-278-8019.


July 7, 2009

Roeder & Company, LLC Launches Website

Roeder & Company, LLC announced today that it has launched its new website.  The website URL www.rroeder.com is designed to serve as a reference site for project developers and tax credit investors.  The site has information useful to developers interested in funding community renewable energy projects utilizing tax credit equity and allows for developers to submit projects for screening.   Similarly, the site provides contact information for Tax Credit Investors interested in investing in Renewable Energy Projects.

For further information call 503-278-8019.


June 19, 2009

Roeder & Company, LLC Certified as Community Development Entity

Roeder & Company, LLC was advised today by the U.S. Treasury that it has been certified as a Community Development Entity ("CDE") with a National service area.  CDEs are eligible to apply for allocations of New Markets Tax Credits under the program administered by the Community Development Financial Institutions Fund, a division of the U.S. Treasury.  The next round of awards is expected to be announced in October.  Allocation awards aggregating $5 billion will made. 

"The certification of Roeder & Company represents the successful completion of the first step in a two step process of obtaining an award of New Markets Tax Credits," stated Reynold Roeder, CEO.  "The second step is the competitive assessment of the application submitted in early April of this year against 249 other applicants.  We are continuing to evaluate rural renewable energy projects for NMTC financing up to the October announcement."

For further information call 503-278-8019.


May 29 , 2009

Roeder & Company Announces Advisory Board

Roeder & Company announced today the following members of its Advisory Board:

  • Robert McKean, Chief Executive Officer, Albina Community Bank
  • Matt Burton, Managing Member, Homes Worth Keeping LLC
  • Rob Adams, Director Economic Development, Beaver County, Utah

Reynold Roeder, CEO stated, "We are pleased to have such a fine group of gentlemen on our Advisory Board.  Each of these individuals has key knowledge and skills around developing projects in rural communities or low-income neighborhoods.  I look forward to working with each of them." 

Roeder & Company has an application pending with the U.S. Treasury for an award of New Markets Tax Credit allocation under Round 7 of the program for rural renewable energy projects.  Such awards are expected to be announced in October of 2009.  If awarded an allocation of tax credits, Roeder & Company anticipates adding Low Income Community Representatives as members to its Advisory Board from the local community where projects are developed.

For further information call 503-278-8019.