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landmark by Crane Syndicator Series featuring Tony Bertoldi

Tony Bertoldi

As part of a limited interview series with leading tax credit syndication professionals, Crane featured Tony Bertoldi, CEO at CREA. Their discussion includes answers to the questions:


  1. Can you briefly describe your professional role and the journey that brought you to today?

  2. What aspects of your work bring you the most excitement or fulfillment?

  3. Could you share a favorite deal or project you’ve worked on and why it stands out?

  4. How do Community Reinvestment Act (CRA) regulations shape or influence your work?

  5. What trends have you observed in how community and regional banks participate in tax credit investments?

  6. What are your predictions for your business and the broader tax credit syndication industry in 2025?

  7. Which industry events do you plan to attend in 2025, and what makes these events valuable to you?

  8. The syndication space is full of acronyms. What are your favorite, most confusing, or most amusing acronyms or industry-specific terms?


Interested in hearing what Tony had to say? Read the feature here.

5 Comments


Tony Bertoldi's interview highlights CREA's tax credit syndication insights. His journey and favorite deals are discussed. CRA regulations' influence, bank participation trends, and 2025 predictions are explored. Just as Bertoldi navigates complex financial landscapes, consider mastering the virtual bike stunts in Moto X3M for a thrilling mental break. Industry acronyms add humor!


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eslaamber
Mar 10

Tony Bertoldi has a solid reputation in the real estate investment space, so I’d love to learn more about the Landmark by Crane Syndicator Series. Is this a new release, or has it been part of an ongoing series? Curious to hear your thoughts on what makes it stand out! hill climb racing

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