Tax-Free School & University Financing | Standards Michigan

Tax-Free School & University Financing

This is a highly regulated space with nearly as many stakeholders involved in the flow of money as the number of construction professionals needed to plan, design, construct and deliver a typical education facility or run a #SmartCampus or school district..

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Tax-Free School & University Financing

June 29, 2020
mike@standardsmichigan.com
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Giovanni Paolo Panini, An architectural capriccio with figures among Roman ruins

The #SmartCampus transformation requires significant capital to meet the sustainability goals of the US education industry’s leadership.  Campuses are cities-within-cities and are, to a large degree, financed in a similar fashion.  Municipal bonds* are an effective instrument for school districts, colleges and universities — and the host community in which they are nested — for raising capital for infrastructure projects while also providing investors with $10,000 to $100,000 to allocate toward a tax-free dividend income stream that runs in the range of 2 to 8 percent annually.

An aging population may be receptive to investment opportunities that protect their retirement savings from taxation.

Once a month, we walk through the prospectuses of one or two bond offerings of school districts, colleges and universities and examine offering specifics regarding infrastructure construction, operations and maintenance.  We pay particular attention to details regarding “continuing operations”. Somehow the education industry has to pay for its green agenda.  See our CALENDAR for the next Finance & Management Standards Monthly online teleconference; open to everyone.

We encourage our website guests to visit the EMMA website for more information.  The interactive map below hastens you toward state-by-state listings of tax-free bonds that contribute to the construction and operation of education facilities; some of which involved university-affiliated medical research and healthcare delivery enterprises.

CLICK ON IMAGE FOR INTERACTIVE MAP

 

If you need help cutting through this list please feel free to click in any day at 11 AM Eastern time.  Use the login credentials at the upper right of our hope page.  We collaborate with subject matter experts at Municipal Analytics and UBS.

Issue: [Various]

Category: Administration & Management, Finance, #SmartCampus

Colleagues: Mike Anthony, John Kaczor, Liberty Ziegahn

 

*College and university infrastructure projects are classified with public school districts under the rubric “municipal bonds” at the moment.  CLICK HERE for more information.


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5.28.20

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