Gordon Goldie

Gordon Goldie


Gordon Goldie is one of the leaders of Plante & Moran’s Housing and Community Development Solutions Group.  He has 35 years of experience primarily focused on providing tax consulting services to the real estate industry.  He spends virtually 100% of his time assisting both profit and non-profit clients that are involved in real estate development projects involving tax incentives such as Historic Tax Credits, New Market Tax Credits, and Opportunity Zones.  He assists clients nationwide in identifying available tax incentives and structuring transactions to optimize the net benefit of the incentives while ensuring compliance with all applicable tax law requirements.  Gordon frequently lectures on Historic Tax Credits, New Market Tax Credits, Opportunity Zones, and other community development tax incentives for organizations such as the Michigan Historic Preservation Network, Heritage Ohio and OZ Expo.

9:45 am - 10:45 am
The Lecture Hall - 3rd Floor

Incentives for Successful Historic Rehabilitation Projects

Restoring or adaptively reusing historic buildings can bring valuable financial incentives to real estate development projects. Such incentives are more important than ever with credit markets tightening in the current inflationary high interest rate environment. In this session, we will take an in-depth look at the power of combining available incentives, with a primary focus on Opportunity Zones, Federal and Ohio New Markets Tax Credits (NMTCs), tax increment financing (TIF), and property tax abatements. We will also discuss such practical experiences as closing NMTC and historic tax credit syndication transactions, obtaining bridge financing, and choosing a good team of consultants to complete historic tax credit projects. By presenting examples of actual deal structuring for some great historic properties, this session shows you how these and other programs work, how they can function together, and how you can work with the government agencies, investors, lenders, accountants, attorneys, and preservation consultants who can bring these incentives to your project. Note that our session is intended for those with a basic knowledge of project development. A significant amount of time is made available for questions so that participants can apply what they have learned.