Health Care, Care Services Only bonds where the beneficiaries of the financed or other Community facilities are LMI people or communities and/or Facilities Bonds projects offering energy efficiency improvements or generation. Economic Development: The following table shows examples of economic development investments and qualifying geographic locations. Economic Development Table Type of Investment Location of Business or Property Investments in or Loans to a Business LMI census tracts. – Usually some portion of the business would have an address meeting the location requirement. Commercial Real Estate: LMI census tracts. - Real Estate Owned (Schedule A) - Commercial Mortgages (Schedule B) Investments in organizations qualifying for Anywhere in California tax credits under the New Markets Tax Credit (NMTC) program (Schedule BA) or projects offering energy efficiency improvements or generation. Certain Bonds See California Municipal Bond Table APPENDIX IV Schedule Name Performance parameter Example benchmark Schedule A Capitalization rate; ROI Third party survey data, (return on investment); example: Gross Rental Yield RealtyRates.com™ Investor Survey Cap Rate Indices
Health Care, Care Services or other Community Facilities Bonds Only bonds where the beneficiaries of the financed facilities are LMI people or communities and/or projects offering energy efficiency improvements or generation. Economic Development: The following table shows examples of economic development investments and qualifying geographic locations. Economic Development Table Type of Investment Location of Business or Property Investments in or Loans to a Business – Usually some portion of the business would have an address meeting the location requirement. LMI census tracts. Commercial Real Estate: - Real Estate Owned (Schedule A) - Commercial Mortgages (Schedule B) LMI census tracts. Investments in organizations qualifying for tax credits under the New Markets Tax Credit (NMTC) program (Schedule BA) or projects offering energy efficiency improvements or generation. Anywhere in California Certain Bonds See California Municipal Bond Table APPENDIX IV Schedule Name Performance parameter Example benchmark Schedule A Capitalization rate; ROI (return on investment); Gross Rental Yield Third party survey data, example: RealtyRates.com™ Investor Survey Cap Rate Indices
COIN-Bulletin-Application-2.docx