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Charter School Facilities Financing Crash Course

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In the many years that we have been supporting the work of charter schools, we have become all too familiar with the numerous obstacles that school leaders, board members and support staff face. One challenge confronting the vast majority of our partner schools continues to be the inflexibility and instability of their actual physical space.

In February 2015, EdTec invited Southern California charter school leaders to free half-day seminars in Los Angeles and San Diego to gain in-depth, first-hand knowledge from charter school facilities experts in an effort to better understand the challenges, options, and out-of-the-box solutions for successfully leasing or owning their own school sites.   

If you were unable to attend, please click the links under each session description below to download printable PDFs of the presentations. If you have any questions, please reach out to sam@edtec.com.

CDFI Financing for Charter Schools – Products and Considerations
Presented by Low Income Investment Fund, Clearinghouse CDFI and Musick, Peeler & Garrett LLP 
This session will provide an introduction to short term Community Development Financial Institution (CDFI) financing products that can be utilized to finance a school facility. We'll explore the various loan products available, including acquisition and construction loans, tenant improvement financing, and New Markets Tax Credits. Hear lender and legal perspectives on these products, as well as the considerations to keep in mind as your school undertakes the process of financing and developing a permanent facility.

Mastering Lease Negotiations 
Presented by Young, Minney & Corr, LLP 
This workshop will teach you about effective lease negotiation strategies. Learn how to get the business terms you need included in the lease while avoiding common pitfalls in the largest single contract your school will ever enter into. 

Private Market Solutions for Charter School Facilities 
Presented by Red Hook Capital Partners LLC 
This session is focused on how charters can utilize privately available capital to gain control of and develop suitable facilities. Although the bond market is likely the lowest cost long-term capital available to charters, many charters (1) may not yet be able to access the bond market or (2) need a funding solution that can be tapped more quickly than the process of going to the capital markets with a public bond offering.

Long Term Financing & Tax Exempt Bonds 
Presented by Stifel, Nicolaus & Company, Inc and Orrick, Herrington & Sutcliffe LLP
In this session, learn how your school can obtain a long term and low interest rate tax-free bond deal. From start-up schools to CMOs, the bond market can be a smart solution to finance the acquisition, renovation and construction of a school site.

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