CAUSEY TEAM

We Want to Get to Know You

PRINCIPALS

DIRECTORS & MANAGERS

ANALYSTS

A COMMITMENT TO QUALITY

PUBLIC FINANCE CONSULTING

  • Verification Services

  • Escrow Bidding

  • Investment Solutions

  • Arbitrage Rebate Services

CMBS SERVICES

  • Verifications for Commercial Real Estate Loan Defeasance Transactions

  • Verifications for Corporate Bond Transactions

ARBITRAGE REBATE SERVICES

  • The IRS requirements to meet a spending exception and other exceptions from rebate

  • The yield restriction “trap” for Project Funds

  • Interim calculations to prepare and budget for future payments to the IRS.

INDUSTRIES SERVED

State and Local Governments

Healthcare

K-12 Education

Higher Education

Charter Schools

Utilities

Special Districts

Single-Family Housing

Multifamily Housing

Commercial Real Estate

State and Local Governments Healthcare K-12 Education Higher Education Charter Schools Utilities Special Districts Single-Family Housing Multifamily Housing Commercial Real Estate