Mr. Dale has been influential in the NMTC program since 2003 (the first year of the NMTC program) and was previously with Capmark Finance Inc where his roles included tax credit investing, CDE management, allocation investment along with leverage lending. During this tenure, Mr. Dale has developed a substantial network of colleagues and partners around the country that help to target investments that are within your mission and service area. Mr. Dale will use his extensive industry knowledge, relationships and industry resources to provide these services to reach a successful closing for your project. This established group of peers enables CPP to properly structure position projects, locate NMTC allocation, identify equity investors, problem solve and successfully closing NMTC financings in efficient and relatively short turn-around times.
As one of the first consultants in the NMTC industry, Mr. Dale saw the need for professional services to bring together the right tools and the right resources to help social service organizations and for-profit organizations access New Markets Tax Credits. These organizations share CPP’s vision of transforming communities and the people who call them home.
Prior to founding Capital Peak Partners, Mr. Dale was Vice President of Capmark Finance, Inc’s New Markets Tax Credits where he played a critical role in launching the NMTC Program for Capmark and was an integral part of the division’s leadership and success from 2003-2009. Mr. Dale’s responsibilities included the management oversight of the NMTC Revolving Loan Program with over $750 million NMTC allocation under management. Mr. Dale identified, structured and invested over $800 million of NMTC allocation while at Capmark which leverage provided total commercial financing in excess of $1.5 billion nationwide.
Prior to joining Capmark’s NMTC division, Mr. Dale worked with Capmark Finance’s predecessor company GMAC Commercial Mortgage as Vice President Loan Officer for the Company’s Affordable Housing Division. He financed multifamily affordable housing projects using the Fannie Mae DUS and Freddie Mac Program Plus programs to arrange over $100 million in debt financing. Mr. Dale’s commercial real estate experience dates back to 1993 and also includes Credit Suisse First Boston where he held profit/loss accountability for over $165 million equity investments in commercial real estate to a real estate opportunity fund, Hammes Company, and US Bancorp.
Mr. Dale was raised in Bethesda, Maryland. He is a 1993 graduate of the University of Colorado, Boulder, obtained a Masters degree in Real Estate from the University of Wisconsin-Madison in 1998.